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
- 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
PapalPower
- 17 Mar 2006 13:58
- 43 of 296
Always the way, some will sell Friday then hope they can get back in cheaper on Monday morning, does not always work. As a deal is nearly in the bag, I am holding on and happy to wait for the news when its ready to be released.
PapalPower
- 20 Mar 2006 10:11
- 44 of 296
RNS Number:0244A
Henderson Morley PLC
20 March 2006
FOR IMMEDIATE RELEASE 20 MARCH 2006
HENDERSON MORLEY PLC
(AIM)
HENDERSON MORLEY SIGNS CONTRACT FOR ICVT
The Board of Henderson Morley plc ("Henderson Morley" or "the Company"), the AIM
listed Drug Discovery Company, announces that it has today signed a term sheet
with an un-named dermatological pharmaceutical company based in the United
States of America for a potential licensing deal between the two companies.
The term sheet, which contains certain binding clauses, including a lock-out
period, gives both parties 90 days to complete a licence which will be granted
by Henderson Morley for the topical patch formulation of its Ionic Contra Viral
Therapy ("ICVT") technology P1723. It is expected that the technology will be
used to produce products ("Licensed Products") for the treatment of all
non-genital warts, including plantar warts or verrucae, and seborrhoeic
keratoses in humans, a wart-like skin condition which is common in the elderly.
The term sheet also states that the licence territory ("Territory") will cover
the United States of America, Canada and Mexico and that the licensee will fund
and use all reasonable efforts to bring the Licensed Products to market through
a programme which includes the preclinical and clinical development of the
treatment including research and development, manufacture, laboratory and
clinical testing, and marketing of the Licensed Products.
Upon signing a licence, Henderson Morley will be entitled to receive a series of
substantial milestone, development and commercialisation payments during the
programme referred to above. Details of these payments will be given at that
time.
Commenting on the announcement, Andrew Knight, chairman of Henderson Morley
said: "The granting of this licence will be a major step forward for the
Company. Once the licence has been signed, we will be in a position to give
shareholders details of the milestone and other payments which the Company will
receive, demonstrating the importance of this agreement. Furthermore, we believe
it will set the parameters from which to secure further licences for other
applications of the technology.
--ENDS--
PapalPower
- 20 Mar 2006 14:40
- 45 of 296
Henderson Morley PLC
20 March 2006
FOR IMMEDIATE RELEASE 20 March 2006
HENDERSON MORLEY PLC
(AIM)
Business: Drug Discovery Company
INSTITUTIONAL HOLDING
The Company received notification on 20 March 2006 that, following the purchase of a further 2 million shares on 20 March 2006, institutional investor Billam AG is now interested in 14,461,111 ordinary shares, representing 3.8% of the issued share capital of the Company.
--ENDS--
moneyplus
- 20 Mar 2006 16:22
- 46 of 296
Is it too late to join the party?? it has certainly shot up.
Strawbs
- 20 Mar 2006 17:32
- 47 of 296
On the up side:
Given the 90 day lock-out, both parties are obviously keen to secure a deal. The RNS talks of "substantial milestone, development and commercialisation payments during the programme" and "The granting of this licence will be a major step forward for the Company". How much the deal is worth will ultimately determine if this is a good buying oppertunity or not.
On the downside:
Looking at the chart before the press speculation, if the deal falls through then so will the share price, probably back to where it began (way below a penny).
In my opinion, this is still only a speculative buy, and it really depends on your attitude to risk (can you afford to loose the money). Given my experience with the CHP share price, I expect this will fall if there is no news in the next week or two.
Usual disclaimer: Always do your own reasearch, and don't rely on postings here or other sites as a guide to investment.
Strawbs
moneyplus
- 20 Mar 2006 17:38
- 48 of 296
Thanks S-there has been a bit of pull back today but it looks promising so will go on my watch list.
scottie7
- 21 Mar 2006 18:47
- 49 of 296
hi All
The Daily Express today reported HML signed deal worth 75million Sterling.
Although i have yet to view a copy, I have it on good authority that the article is there. hence the mad flurry of buying post 1400hrs. Is there any truth in
75m deal ???? dyor.
good luck