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Les dette! Og KJØP AXIS!!!
lynpost
14.02.2000 22:29
#8

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Les denne artikkelen der Axis blir verdsatt tilk 3 ganger dagens verdi.
Løp og kjøp! http://www.uk-invest.com/news/sbreport.html
peddan
15.02.2000 17:08
#9

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Her har vi da en doblingskandidat?
Homocysteine alone is reckoned to have a NPV of £15.28 a share; AFECTA is worth £7.77. Excluding synergies, Nycomed Diagnostics on its own is reckoned to be worth just 67p a share

Axis Shield’s technology is increasingly proven, its potential enormous and yet the shares trade at a massive discount to their Net Present Value.

peddan
15.02.2000 20:27
#10

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Er det ingen som har oppdaget denne?
Glem IT aksjer for en stund kjøp dere inn i denne og ikke glem å sjekke ordredybden, der finner dere ikke mange selgere.


peddan
16.02.2000 00:17
#12

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Prøver en gang til:
27,27£ * 13,17 = kr. 359,00
kurs 14.02.2000 --> kr. 120,00

Nomura sees Axis-Shield at £27.27
By Tom Winnifrith, UK-iNvest.com

Not only does the Nycomed unit come at a bargain price but also, it is argued, there are useful synergies. Refsum argues that Axis-Shield’s key diagnostic, the coronary products Homocysteine and AFECT, can both be put into a POC format and promoted by Nycomed’s direct sales force, thus accelerating take-up among doctors.

In terms of newsflow, always a key driver of this stock, Refsum is as bullish as ever. “Anxiety about the next anticipated major licensing deal for Homocysteine and AFECTA was also allayed by management, who confirmed that further marketing partner negotiations are also at an advanced stage.” City gossips speculate that a deal with Bayer (BAYZY) is on the cards.

Close to profit
The Nycomed transaction also advanced Axis-Shield’s drive to profitability, according to Nomura. It now forecasts that, in this calendar year, losses will narrow from £10.2m to just £600,000. And next year, Nomura sees pretax profit rising to £2.7m with £6.5m forecast for 2002. Earnings per share are predicted to soar from 5.7p in 2001 to 11.8p the year after.

The target price is based on a sum-of-the-parts discounted cashflow model for the company based upon the estimated potential of each of its products. Homocysteine alone is reckoned to have a NPV of £15.28 a share; AFECTA is worth £7.77. Excluding synergies, Nycomed Diagnostics on its own is reckoned to be worth just 67p a share.

peddan
16.02.2000 00:36
#13

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Litt bakgrunn fra 07.02.2000

AXIS-SHIELD PLC Acquisition of Nycomed Diagnostics

for NOK 288 million (£22.0 million)

Axis-Shield plc ("Axis-Shield") announces today that it has agreed to acquire the diagnostics business of Nycomed Pharma A/S ("Nycomed Pharma"), Nycomed Diagnostics, for approximately NOK 288 million (£22.0 million). Nycomed Diagnostics is a leading developer, manufacturer and marketer of branded, point-of-care ("POC") diagnostics products in Northern Europe.

Acquisition highlights

Enhances Axis-Shield's ability to develop and market directly POC products developed from its own range of innovative analytes, in particular its homocysteine and AFT tests
Provides an established product range and a sales and marketing capability in the expanding POC diagnostics market
Provides substantial revenue growth, is cash generative and is expected to enhance earnings in the year ending 31 December 2000
Consideration to be satisfied through a vendor placing to raise approximately NOK 248 million (£18.9 million) and a loan note of NOK 40 million (£3.1 million)
Simultaneous cash placing to meet the costs of the acquisition and for general working capital for the enlarged Group


BadTimes
17.02.2000 08:58
#46

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Axis blir i dag anbefalt av Orion Analyse. Kursmål er satt til 145 NOK i løpet av kort tid. Dette basert på at biotech akjser er i skuddet.
peddan
17.02.2000 09:10
#16

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Denne kommer til å gå som en kule!
Changes
17.02.2000 09:54
#209

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ASD er i den bransjen som kommer til å stige mest de neste parr år.

ASD går i 1000 innen året!

Changes

Changes
17.02.2000 09:55
#210

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Orion plukker alltid sine case fra ST.

Changes

Changes
17.02.2000 09:56
#211

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Herlig.

Innleggene kom med med en gang.
Det betyr at dere får lese dem før lunsj...

peddan
18.02.2000 00:03
#19

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Denne kommer til å gå som en kule. Bare vent å se. (ref. tidligere innlegg)
Pamela
18.02.2000 00:10
#37

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peddan
Hva vil en grei (akseptabel) inngang være i Axis på fredag ?
Klem for svar
Pam

[This message has been edited by Pamela (edited 18-02-2000).]

peddan
18.02.2000 00:28
#21

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Sjekk dette da:

The year has started well for Axis-Shield (ASD). Three weeks ago, it got the go-ahead to start selling a diagnostic kit to test for alcoholism in the US. Today it bought a Norwegian company that develops products doctors can use at patients’ bedside to test for viral and bacterial infection.

Both deals are a step towards accessing a share of a multibillion-dollar market for bedside and laboratory diagnostics. On the basis it will achieve the kind of market penetration it is gearing up for, analysts rate the stock highly: house broker Nomura International has a £25 price target, and Warburg Dillon Read a more conservative 900p rating. The shares opened this morning at 760p.

Framtiden:
Other deals are likely. There has been some speculation in markets that Axis-Shield is close to putting together another major deal for either AFT or homocysteine, which has fuelled its shares to a degree.

That latter part is speculation, though not terribly unlikely, given that the company said at its interim results last September that within six months more deals were likely and it would look to expand on its position in POC -- which it duly delivered today.

Axis-Shield is rare among biotech companies in that it is close to profit. In the six months to June 30, it made an operating loss of £4m, up from £1.5m a year earlier, but largely a result of merger costs. Turnover rose from £5.3m from £4.5m.

Analysts are forecasting a small loss in the full-year and beyond that, profits loom. Today’s deal could accelerate that. The numbers involved aren’t clear, not until analysts have crunched the numbers. But it looks like being a strong year. A healthy prognosis, in other words.

peddan
18.02.2000 00:33
#22

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Re Pamela
Hvis du får ASD for 119-124 så er det ok.
NB! RSI'en ligger på ca. 70 og det er derfor sannsynlighet for at det kommer en liten korreksjon i de nærmeste dagene. Men husk at bio er inn og det vil nok drive denne opp.
Personlig har jeg tro på denne.
For orden skyld så sitter jeg med en middels post i denne.

[This message has been edited by peddan (edited 18-02-2000).]

Hansemann
18.02.2000 11:36
#109

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Jeg kjøpte ASD idag, ikke så mye, men jeg er klar for rally. Så på chartet at aksjen har høy rsi, men jeg torde ikke vente på en event. korreksjon.
Genesis
18.02.2000 12:57
#13

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Hva skjer nå ?

Kun en selger på 140 !!!


________

Genesis

birk
18.02.2000 13:01
#31

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Nesten ikke kjøpere.
Ser ut til at chartet stemmer, dvs at vi få en korreksjon ned etterhvert.
Pamela
18.02.2000 13:03
#58

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Artig aksje dette her - tar en ekstra titt
Det er kjøper på 126 og selger på 140 sist på 128,50 - volumet er svært lavt i dag
Noe på gang ?

Takk for tipset !!!

[This message has been edited by Pamela (edited 18-02-2000).]

Changes
18.02.2000 16:39
#227

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He he.

Mange med RSI-syken som har gått glipp av denne.

Er det "Frukthue" som hav villedet dere, i sin flora av innkompetanse???

Change

peddan
14.03.2000 09:55
#111

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For øyeblikket trades ASD for 1087,6p
dvs. ca 144 kr. eller + 5,58%
Kurs i går kr. 130...he he he
sittingbull
14.03.2000 10:28
#31

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Det er stille rundt ASD om dagen, bortsett fra at den har ligget langt nede på taperlistene 2 siste dager, fra 158 til 130 er psykende. Takker mammon for at den er på riktig vei igjen i åpningen idag.

Er det noen som vet hvor jeg kan finne informasjon fra selskapet? Har hørt at 99 resultat legges frem 17/3 men finner ikke denne infoen noe sted.

Banzai
14.03.2000 13:25
#4

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Et bra bokmerke er: http://sites.stockpoint.com/ukinvest/quote.asp?Symbol=ASD&Exchange=LSE
Ved å klikke på "Company News" finner du nyheten om res.fremleggelse 17.3.00. I tillegg finnes dagens nyhet om samarbeid med Astra-Zeneca vedr. utprøving av nytt kolesterolsenkende medikament (et statin), der ASD gjemmom AFT analyse teknologi skal bidre til medisinsk utprøving av preparatet. Utprøvingen skal avklare kolesterolsenkende effekt og helsegevinst ved bruk av preparatet, og den delen av studien er nok viktigst for Astra-Zeneca som har preparat patentet. Men i tillegg skal studien også se på muligheten for at måling av AFT (markør for hjerte-kar risiko) gir et bedre utgangspunkt for å avklare hvilke pasienter som bør gis kolesetrolsenkende medisinering enn tradisjonell måling av kolesterol. Sitat:

Axis-Shield plc ('Axis-Shield') announces today that it is collaborating with AstraZeneca in the evaluation of the latter's new lipid lowering drug, ZD 4522. This statin (HMG coenzyme A reductase inhibitor) may prove to be one of the most potent statins yet. This is important as the benefits of these drugs in both primary and secondary prevention of heart attacks and ischaemic strokes become recognised and cost implications of prophylaxis are considered. It is known that elevated levels of Activated Factor XII (AFT), as measured by patented Axis-Shield technology, are associated with cardiovascular risk, and that levels can be reduced by certain statins. Axis-Shield is providing AFT kits for the ZD 4522 trial programme, as part of a campaign to demonstrate that prescription of statins may be better based on AFT levels, which in the future may prove to be a more reliable risk indicator of cardiovascular disease than total cholesterol.
Svein Lien, Chief Executive Officer, commented: 'This is good news for the Company as we seek to further define the clinical utility of AFT in the early identification and management of cardiovascular disease, working with a new entity within a class of drugs of proven value in this area.'


sittingbull
15.03.2000 08:53
#33

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Hvorfor i h****** kommer ikke slike meldingen på OSE? Sender ASD meldinger kun til London børsen fordi det er hovednotert der?

[This message has been edited by sittingbull (edited 15-03-2000).]

peddan
15.03.2000 12:49
#116

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hmmmmm...interessant



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