Liberty Posted May 26, 2014 Share Posted May 26, 2014 Anyone know why the stock went up so much today? Not that I'm complaining 8) Only thing I saw is an insider buy from the CFO. Link to comment Share on other sites More sharing options...
jm25 Posted June 5, 2014 Author Share Posted June 5, 2014 It keeps going! Link to comment Share on other sites More sharing options...
KCLarkin Posted June 5, 2014 Share Posted June 5, 2014 It keeps going! Yeah, really wish I had pulled the trigger when it dropped close to $5. Link to comment Share on other sites More sharing options...
Andy Dufresne Posted June 5, 2014 Share Posted June 5, 2014 LOL - I was following it all the way down to 3.30 in early Feb ... note to self - when there is a massive drop in price in a company where Klarman has a large stake .... BUY Link to comment Share on other sites More sharing options...
jm25 Posted June 5, 2014 Author Share Posted June 5, 2014 LOL - I was following it all the way down to 3.30 in early Feb ... note to self - when there is a massive drop in price in a company where Klarman has a large stake .... BUY Klarman? Link to comment Share on other sites More sharing options...
Andy Dufresne Posted June 5, 2014 Share Posted June 5, 2014 LOL - I was following it all the way down to 3.30 in early Feb ... note to self - when there is a massive drop in price in a company where Klarman has a large stake .... BUY Klarman? My bad ??? I confused it with IDIX .... sorry all :) Link to comment Share on other sites More sharing options...
ArminvanBuyout Posted June 5, 2014 Share Posted June 5, 2014 Do you guys have a price target? Link to comment Share on other sites More sharing options...
snowball82 Posted June 6, 2014 Share Posted June 6, 2014 My long term goal is 50 M$ sales + 20 % net margin ! :) Link to comment Share on other sites More sharing options...
ArminvanBuyout Posted June 6, 2014 Share Posted June 6, 2014 Watching the stock rise up so much every day is exciting and all, but could it be possible that the stock is starting to reach levels that don't support the fundamentals? What do you guys think? Link to comment Share on other sites More sharing options...
KCLarkin Posted June 6, 2014 Share Posted June 6, 2014 Watching the stock rise up so much every day is exciting and all, but could it be possible that the stock is starting to reach levels that don't support the fundamentals? What do you guys think? It's possible and probably even likely BUT it is really impossible to value a company growing this quickly. Rather than trying to find a target price, you need to be thinking about how sustainable this growth is. Once the growth slows, the multiple will be hit but it could easily be worth 10x by then. Link to comment Share on other sites More sharing options...
snowball82 Posted June 6, 2014 Share Posted June 6, 2014 Let me write it short. If 50 M$ sales = 20 $ stock price. I don't know when ... Maybe 5-7-8 years from now, it is a long road from 10 M$ ! The IF is the most important word here ! Link to comment Share on other sites More sharing options...
ECCO Posted June 7, 2014 Share Posted June 7, 2014 Let me write it short. If 50 M$ sales = 20 $ stock price. I don't know when ... Maybe 5-7-8 years from now, it is a long road from 10 M$ ! The IF is the most important word here ! If they have to make 400% more sales for you to make 150% on your stock...dont you think you should sell? Link to comment Share on other sites More sharing options...
snowball82 Posted June 7, 2014 Share Posted June 7, 2014 Let me write it short. If 50 M$ sales = 20 $ stock price. I don't know when ... Maybe 5-7-8 years from now, it is a long road from 10 M$ ! The IF is the most important word here ! If they have to make 400% more sales for you to make 150% on your stock...dont you think you should sell? I appreciate the friendly way you ask the question. The company is still very small and a lot of growth to come, but I dare not compare with Paladin Lab. Especially on a value investor forum :) For a full response, I encourage you to use the Benjamin Graham Intrinsic Value Formula http://www.joshuakennon.com/benjamin-graham-intrinsic-value-formula/ After you get the Intrinsic value, I would know your opinion. Thanks Snow Link to comment Share on other sites More sharing options...
Liberty Posted June 12, 2014 Share Posted June 12, 2014 https://secure.marketwatch.com/story/biosyent-pharma-receives-health-canada-approval-to-market-new-urgent-care-product-2014-06-12 BioSyent Inc. is pleased to announce that its subsidiary BioSyent Pharma Inc. has received Health Canada - Therapeutics Products Directorate approval to market a new urgent care product. This is the first of two products that were in-licensed from a European partner and submitted to Health Canada in 2013 for approval. The newly approved urgent care drug is supplied in a patented delivery system that offers technical advantages over existing alternatives and will be used in hospitals and acute care settings. These products will provide hospitals, clinics, and healthcare professionals with improved patient safety as well as operational efficiencies and will be marketed by BioSyent Pharma's Hospital Division. It is anticipated that this new product will be launched in late 2014 or early 2015. "In anticipation of Health Canada approval our commercial team has started the launch preparation process for this new product," said Rene Goehrum, President and CEO of BioSyent. "We have already started discussions with key opinion leaders and other decision makers in the Canadian hospital market." Further product details will be disclosed closer to the launch date. Link to comment Share on other sites More sharing options...
snowball82 Posted June 12, 2014 Share Posted June 12, 2014 The business model is not capital intensive and growth continue : https://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxiaW9zeWVudHxneDoyOWJiMzI5YmJjYmE0M2U5 Link to comment Share on other sites More sharing options...
snowball82 Posted July 13, 2014 Share Posted July 13, 2014 Announced last friday, RX will be add to TSX-V index july 21. Points from Rene Goehrum CEO at Bloom Burton Conference: Active in-licensing (new product) deal funnel – to support > 30% Revenue CAGR 2014-2018 ! 7 marketed products by Q2 2015... won't be a big surprise if they growth 50 % over next 12 months Link to comment Share on other sites More sharing options...
Liberty Posted July 23, 2014 Share Posted July 23, 2014 http://www.marketwatch.com/story/biosyent-pharma-signs-exclusive-licensing-and-distribution-agreement-for-new-urgent-care-drug-product-2014-07-23-91734413 New licensing deal. Link to comment Share on other sites More sharing options...
snowball82 Posted July 23, 2014 Share Posted July 23, 2014 Will be marketed by Hospital Products Division. Growing portfolio ... 8 products soon ! Link to comment Share on other sites More sharing options...
snowball82 Posted July 27, 2014 Share Posted July 27, 2014 Is Biosyent starting to expand outside Canada ? Riso’s new Exclusive right February 04, 2014 Riso pharma came to an agreement with Biosyent to launch Feramax in Kuwait. http://risopharma.com/news/ http://risopharma.com/portfolio/feramax/ And Iran ? http://behestan-chc.com/ProductView.aspx?LangId=1&ProductId=53 Link to comment Share on other sites More sharing options...
treehugger Posted July 27, 2014 Share Posted July 27, 2014 Is Biosyent starting to expand outside Canada ? I think in a previous presentation they mentioned partnering internationally. http://microcapclub.com/2013/02/microcapclub-invitational-biosyent-rx-v/ @27:00 (presentation was from Feb 2013) Link to comment Share on other sites More sharing options...
treehugger Posted July 27, 2014 Share Posted July 27, 2014 I think in a previous presentation they mentioned partnering internationally. http://microcapclub.com/2013/02/microcapclub-invitational-biosyent-rx-v/ @27:00 (presentation was from Feb 2013) From 2014 Q1 MD&A, page 4: The company is investigating out-licencing opportunities for the sale and distribution of FeraMAX 150 and Powder brands in international markets.. To-date one international customer has commenced marketing Feramax 150 and has purchased 1.23 million doses in two separate shipments Q2 2013 and Q1 2014 Link to comment Share on other sites More sharing options...
snowball82 Posted July 28, 2014 Share Posted July 28, 2014 I don't have info about Riso competitive advantage ---------------------- "Riso Pharma Tech is a Canadian-based affiliate of a large Holding Company, Riso Holding. As a group, Riso has sole agency agreements with some of the largest pharmaceutical companies in the world for Middle Eastern market. Riso is also a provider of medicinal products and health care supplements serving dedicated markets world-wide, but focusing on the Middle East, North Africa and Latin America." Link to comment Share on other sites More sharing options...
snowball82 Posted August 8, 2014 Share Posted August 8, 2014 Biosyent looks to have a partnership with a company from Italia with close to 40 products portfolio. Farma Derma http://www.farmaderma.com/index.php?option=com_content&view=article&id=8&Itemid=114 http://www.repagyn.ca As Rx will have 9 products marketed soon (8 Q2 + 1 after), it will be interesting to see if they could reach a large portfolio as Paladin lab. Link to comment Share on other sites More sharing options...
snowball82 Posted August 13, 2014 Share Posted August 13, 2014 If Biosyent market all Farma Derma products by the new Hospital Products Division ... rapid growth is sure for more than 5 years ! Link to comment Share on other sites More sharing options...
snowball82 Posted August 21, 2014 Share Posted August 21, 2014 I think in a previous presentation they mentioned partnering internationally. http://microcapclub.com/2013/02/microcapclub-invitational-biosyent-rx-v/ @27:00 (presentation was from Feb 2013) From 2014 Q1 MD&A, page 4: The company is investigating out-licencing opportunities for the sale and distribution of FeraMAX 150 and Powder brands in international markets.. To-date one international customer has commenced marketing Feramax 150 and has purchased 1.23 million doses in two separate shipments Q2 2013 and Q1 2014 Q2-net income + 125 %. Be patient, this company is going higher... https://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxiaW9zeWVudHxneDo3ZTI4ZmNkMTI3NGY3ZDFj https://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxiaW9zeWVudHxneDo3ZTI4ZmNkMTI3NGY3ZDFj Link to comment Share on other sites More sharing options...
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