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In-silico human diesease simulation -- unbelievable clientele (ENTL)     

Confidant - 02 Mar 2007 10:50

Not professing skills in this area but attracted to company by its client list

Pfizer, Johnson&Johnson, Roche and Novartis all clients to name but a few

Company effectively reproduces human response to possible drugs, creams etc . Effectively builds a"virtual patient". Others do this but not sure they have the client list

Seems to get repeat business plus looks to be on c2x - 2.5x sales year just ended. IMHO too low for such a stock. Recent news in Feb all good and suggests on certain ventures they get some interest in new compunds developed

Listed above this price -- 85p --- this time last year. Results should be in next few weeks. Any thoughts?

soul traders - 02 Mar 2007 14:57 - 7 of 19

If you take the figures for contracts already booked for 2007, you could see the co making around GBP 3.5 mil profit. PE 12.

Confidant - 02 Mar 2007 15:14 - 8 of 19

It looks like they should be making money this year I would agree -- I have no idea how much at mo

Yes have other deferred income but maybe the 1H was a bit exceptional on how it was pulled through -- comapnay mentioned it and I'm trying to look on the downside. Happy to see some clarification at results but expect substantially lower normalised rev in 2H with no profit this year. But I am guessing using $10m as "exceptional" 1H revenue to guide me

goldfinger - 02 Mar 2007 23:01 - 9 of 19

Still interested

soul traders - 05 Mar 2007 15:07 - 10 of 19

SP holding steady despite FTSE lurching: ENTL Bid: 78p Offer: 82p Change: 0, 6,000 traded

Am also still interested, but have not yet got permission for my trade! May have a nose around and see if there's anything else out there that I fancy.

Confidant - 05 Mar 2007 15:33 - 11 of 19

What's that Soul --- the wife is holding the purse strings ???? ;-)

soul traders - 05 Mar 2007 17:54 - 12 of 19

LOL - not quite (am still single, so don't have that to contend with!). Nope, until my contract with the bank runs out at the end of the month, I have to get prior clearance from my compliance department before trading.

hewittalan6 - 05 Mar 2007 18:11 - 13 of 19

Clearence from a compliance department??
You'll get an audience with the pope quicker than that.

soul traders - 06 Mar 2007 09:56 - 14 of 19

normally they are quite good, but they lost a colleague last week due to an internal transfer and of course I also moved country . . . .

His Holiness rates ENTL a "buy", though ;o)

Confidant - 12 Mar 2007 08:45 - 15 of 19

Sales warnings ---- profit warning

Apologies for starting thread -- effectively a whipping boy for the major pharmas

Price taker not maker

Apologies again

soul traders - 12 Mar 2007 09:21 - 16 of 19

Confi, thanks for the honest update. Luckily I didn't get around to buying this one!

One can't be right all the time, so don't be too hard on yourself. :o)

soul traders - 12 Mar 2007 09:22 - 17 of 19

Just a thought, though: keep watching it on the down, as could become a bargain again!

hewittalan6 - 12 Mar 2007 09:27 - 18 of 19

Don't beat yourself up over it!!!
You started the thread with integrity.
That is the important point. It is those that start them without integrity that should apologise.
Just glad I never got in, though I was watching it!! ;-)
Alan

Confidant - 12 Mar 2007 11:55 - 19 of 19

thx for the comments. Will stay away from this now, as can't see good news or a profit for long time given they say an adjustment to business will be needed to cut costs
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