PapalPower
- 19 May 2005 11:34




Main Web Site : www.henderson-morley.com
On line shop web site :
http://www.herpesexpert.com (Frost and Simpson)
Investor Relations email : investors@henderson-morley.com
Henderson Morley is a drug discovery company
The company has been developed specifically to carry out preliminary sourcing and screening of candidates to combat diseases caused by the herpes family of viruses and certain other DNA viruses
Latest GECR update 15th October 2006
Latest GE&CR update - 15th Oct 2006 :
The news investors have all been waiting for - regarding negotiations with a US dermatological pharmaceutical firm has finally been unveiled. The licence has been granted under an agreement to
Cutanea, a U.S. pharmaceutical company, specialising in the development of dermatology products in the US market.
The licence is for new applications of ICVT for the treatment of dermatological conditions in humans. The agreement and takes the form of an exclusive American, Mexican and Canadian wide licence to bring products to market through a programme of pre-clinical and clinical development of treatments either by Cutanea or through a sub-licence. Under the terms of the Agreement, Henderson Morley will receive up to 6.675 million dollars in development and commercialisation milestone payments up to the point at which the application receives regulatory approval, and will receive royalties on net sales thereafter.
Under its business plan, Henderson Morley has stated its belief that, following clinical development and regulatory licence approval, sales of the product in excess of $1.5 billion could be achieved over the subsequent ten year period. This would give a potential royalty to Henderson Morley in excess of $115 million over this term.
As a drug discovery company, it is imperative that Henderson continues to grant licenses to further develop its technology portfolio. This is the group's third ICVT license agreement. Encouragingly, Cutanea has a great management team with a proven track record of commercialising dermatology products.
Meanwhile, the company has announced that it has been working away on a vaccine against Koi Carp Herpes virus. The group believes it is now ready to start field trials of a
candidate vaccine, in a collaboration with the Internationally renowned Hagerman
Aquaculture Research Institute in Idaho USA. The initial immunogenicity studies should produce results within 6 months, enabling Henderson Morley scientists to optimise the vaccine formulation, with a view to securing a product licence from the veterinary authorities as soon as practicable.
Clearly activity at Henderson Morley has been significant in recent weeks. The licensing announcement is very encouraging, but with the news now out of the way, the shares have eased - a classic case of buy on the rumour, sell on the news. That said, the stock has now pulled back below the recent placing price. With so much going on at the company, further newsflow in the shorter term is far from unlikely.
*Henderson Morley is a corporate client of Bishopsgate Communications which is owned by RSH, the ultimate owner of GE&CR.
Forecasts and a formal recommendation are suspended ahead of the publication of a detailed note next month.
PapalPower
- 13 Mar 2006 02:36
- 23 of 296
Latest Update from UK-analyst email GECR 13th Mar 2006
Biotechnology group Henderson Morley is continuing its key discussions with potential partners over the out-licensing its ICVT anti-viral platform following its undertook a 250,00-pound fundraising in October. The company expects to update the market with progress in this area soon. Once licensing deals are struck, these will bring milestone payments and ultimately, royalties.
As with any biotechnology company these discussions and negotiations take time. Henderson Morley is in the process of exploiting its new, patented technology that could revolutionise the treatment of some common diseases - and some not so common.
The company is currently focusing on the Human Papilloma Virus (HPV) - a type of virus that is responsible for non-life threatening conditions such as conjunctivitis, skin warts, genital warts and verrucae, but also more serious conditions such as cervical cancer.
The platform actually stops viruses from forming within an infected cell be affecting its salt balance. This is a new way of targeting virus activity and its products will be unique in the market place. The potential revenues generated by its treatment pipeline are enormous and the company is carefully seeking licensing partners to ensure that it could fully exploit this revenue stream. Management is confident that the right deal can be struck at the right price and are continuing to work towards this goal.
If such a deal will be struck the stock could be re-rated dramatically.
PapalPower
- 15 Mar 2006 16:22
- 24 of 296
A small tick up on the bid side, 1 v 1 on L2.
PapalPower
- 16 Mar 2006 07:48
- 25 of 296
DAILY EXPRESS 16th March 2006
* Henderson Morley expected to announce an agreed multi-million pound deal with a major pharmaceuticals group
http://www.citywire.co.uk/News/NewsArticle.aspx?VersionID=80837&MenuKey=News.Home&NewsPage=3
PapalPower
- 16 Mar 2006 07:54
- 26 of 296
For long suffering HML holders, the days of happy times and faith rewarded may be coming soon. Fingers crossed !!
PapalPower
- 16 Mar 2006 08:52
- 27 of 296
Shooting star :) !
PapalPower
- 16 Mar 2006 08:53
- 28 of 296
Rumour has it the multi million deal is with Sanofi-Aventis
http://www.sanofi-synthelabo.us/
Ted1
- 16 Mar 2006 09:05
- 29 of 296
pp got any sp preditions?
PapalPower
- 16 Mar 2006 09:41
- 30 of 296
Not at the moment Ted, need to see the size of the deal !
Ted1
- 16 Mar 2006 10:05
- 31 of 296
That's some bloody tree shake!
PapalPower
- 16 Mar 2006 10:17
- 32 of 296
It was Ted, a very big one !
PapalPower
- 16 Mar 2006 10:53
- 33 of 296
RNS Number:9028Z
Henderson Morley PLC
16 March 2006
FOR IMMEDIATE RELEASE 16 March 2006
HENDERSON MORLEY PLC
(AIM)
STATEMENT ON SHARE PRICE MOVEMENT
The Board of Henderson Morley plc ("Henderson Morley" or "the Company"), notes
the movement in the Company's share price this morning, and press comment today
that the Company has "agreed a multi-million pound deal with a major
pharmaceuticals group".
The Company is able to confirm that it is in an advanced stage of contractual
negotiations with a potential partner to licence certain applications of its
Ionic Contra Viral Therapy ("ICVT") technology, however no agreement has as yet
been formally agreed. The Company is able to confirm that, if an agreement is
signed, it is likely to involve the Company receiving a series of milestone,
development and commercialisation payments during the period of product
development and, ultimately, royalty payments based on sales of the products
derived from using the ICVT technology.
The Company will make a further announcement as and when appropriate.
--ENDS--
PapalPower
- 16 Mar 2006 14:02
- 34 of 296
From post 23, the 13th March update from GECR, I will now happily wait for the re-rating to happen, once we get details on the deal.
PapalPower
- 16 Mar 2006 16:05
- 35 of 296
Sanofi-aventis, leading European pharmaceutical group in the service of health worldwide
3rd largest pharmaceutical group in the world
Leading pharmaceutical group in France and Europe
Present in 100 countries
Nearly 100,000 employees
Pro forma net sales: 27.3 billion euros in 2005
Research the world over
17,700 research staff working on all research and development processes
Over 25 research and development centers on 3 continents
focused on performance and innovation
3rd largest R&D budget in the pharmaceutical industry: over 4 billion euros in 2005
A rich, innovative and balanced R&D portfolio: 129 products under development, 55 of which are in advanced stages of clinical investigation (phases II and III)
in seven major therapeutic areas
Cardiovascular disease
Thrombosis
Disorders of the central nervous system
Oncology
Metabolic diseases
Internal medicine
Vaccines
PapalPower
- 16 Mar 2006 16:06
- 36 of 296
Read 3rd Largest, Read R&D budget, Read Vaccines = HML deal ??
PapalPower
- 17 Mar 2006 02:08
- 37 of 296
From uk-analyst.com
"Having languished in the depths of sub-penny share status for longer than it would care to mention, Henderson Morley* finally broke back through the 1p barrier as a potential licensing deal loomed. The shares rose 0.44p to 1.24p. The company responded to speculation published in the Daily Express, which confirmed that it was at an advanced stage of contractual talks with a potential partner to licence certain applications of its Ionic Contra Viral Therapy technology. No agreement has yet been formally reached, however, if a deal was concluded, it would likely result in a number of significant milestone, development and commercialisation payments."
PapalPower
- 17 Mar 2006 08:09
- 38 of 296
Up from the off with L2 at 2 v 1 now.
PapalPower
- 17 Mar 2006 13:06
- 39 of 296
What a cracker, broken the 2p level now :)
PapalPower
- 17 Mar 2006 13:25
- 40 of 296
For the next one with some good news (well I hope so) its BIT, news in within the next 2 weeks, in fact could be 2 pieces of news :) Keep a watch on it for the news, if it comes.
potatohead
- 17 Mar 2006 13:26
- 41 of 296
its overshot fair value, time to exit
Ted1
- 17 Mar 2006 13:43
- 42 of 296
oh NO.
Why sell before confirmation of a deal?
Sitting tight and thanks PP once again like you already 1 x bagger and
looking for more next week, just depends when the news comes.
Cheers Guinness calling....lol
Ted