| Latest Forum Topics / Biosensors |
 Post Reply
|
|
Is Biosensors a good buy?
|
|||||||||||||
|
Manikamaniho
Senior |
21-Feb-2008 20:21
|
||||||||||||
|
x 0
x 0 Alert Admin |
Jackjames.. You are right... :) |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
bengster68
Master |
21-Feb-2008 20:16
|
||||||||||||
|
x 0
x 0 Alert Admin |
In medical device and pharmaceutical industry, takeover of small with huge potential is very common. That is how MNCs operate and grow. Simple growth strategy of buying up companies with the best potential and integrate into their global operations to retain their global market dominance. Normally, such acquisition amount range from few hundred million to a few billion USD in this industry. The number one key factor they look for is clinical trial performance. Must be a real solid top class result. Second class is not good enough and may not be considered. Next, the buyer will look at IP infringement and patents. Regulatory approvals in the bag will be a good bonus since the buyer can start product commercialisation immediately/ prevent target company from eating away the buying company's existing market share. Sales region (regulatory approval) and targeted market segment will be a consideration as well. Of course the buyer will also calculate their long-term returns in buying over this company and long-term impact for market dominance. For a MNC, there are many other factors they will also consider when buying over a small company but this is just a brief summary. BIG has top class clinical results that put many top DES players to shame. Biodegredable polymer DES is revolutionary, proven to be working and working extremely well. It has the best potential to answer a pressing DES industry problem: the dreaded late-thrombosis problem (blood clots). CE approval, China JWMS (best potential to capture the previously ignored 3rd world DES markets with a cheap and good DES). I don't really need to go on much further on BIG's potential as a takeover target. BIG has met and exceed all the takeover criteria by now. Plus, there is a big big hidden bonus of "any limus drug and biodegredable polymer" patent. Whoever holds this key patent will be the king maker in the DES industry for the next 10 years since the industry is clearly heading towards this direction. BiolimusA9, Sirolimus, Everolimus, Zotarolimus, Tacrolimus, etc. All limus drugs. PLA biodegredable polymer is just one type of biodegredable polymer. There are several other types of biodegredable polymer. So the "fencing" of this patent is very wide. The wider, the better. This is the real problem/threat when one of your key and financially powerful rival in this industry is holding this key patent. Lum sum payment plus royalties will not be able to settle patent infringement. Try talking to JNJ or ABT if you infringe their key patent for market dominance. Absolutely zero chance at all. This patent will most likely be the reason for a takeover bidding war (if it happens). |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
|
|||||||||||||
|
idesa168
Elite |
21-Feb-2008 19:58
|
||||||||||||
|
x 0
x 0 Alert Admin |
Honestly speaking, I am not keen in any take over by any company. A company will buy over another company because they see value in that company and wish to capitalise on it. If someone sees BIG being potential to earn big bucks, then they will bid to take over. This means that investor will loose out in the future earning. Assuming BIG now trading at 83¢ and some company take over bid of $1.00, we investor will instantly profit from the 17¢ gain. But that company must have seen BIG as a company that worth more than $1.00. They are businessmen and they want profit from the capital they pour in, right. I am a long term investor. I want to nurse this company and make future $$ for me. So I am not excited at all if there is a takeover, in fact I will be sad that my future $$ is being robbed. I believe others may have other view about that, but I will hold my stand, I AM NOT KEEN IN TAKEOVER. | ||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
jackjames
Elite |
21-Feb-2008 19:51
|
||||||||||||
|
x 0
x 0 Alert Admin |
leave this forum for good ar? really? ha ha.. you will be back one la... see the way you reply also not very willing to leave, ha hha hahaa.. | ||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
Manikamaniho
Senior |
21-Feb-2008 18:46
|
||||||||||||
|
x 0
x 0 Alert Admin |
Bye to all my good sifu's I've 'collected' during my enjoyable time here... |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
|
|||||||||||||
|
Manikamaniho
Senior |
21-Feb-2008 18:43
|
||||||||||||
|
x 0
x 0 Alert Admin |
Just stop and read those sentences again, and you'll see what I mean... |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
Manikamaniho
Senior |
21-Feb-2008 18:41
|
||||||||||||
|
x 0
x 0 Alert Admin |
These words reflect the undeveloped mind behind it...
|
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
techsys
Master |
21-Feb-2008 17:28
|
||||||||||||
|
x 2
x 0 Alert Admin |
I actually confident with biosensor to be taken over, I consider their market share is too small, so need third party participation, and obviously this company is being watched started since 2 years ago. Another issue, the CEO is too conventional. Seems like he doesn't gain enough trust to the investor. But will consider it, if the price is getting lower .. |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
|
|||||||||||||
|
ekekeg
Veteran |
21-Feb-2008 17:20
|
||||||||||||
|
x 0
x 0 Alert Admin |
Hi techsys, Hmm, not so nice to mention names as it will no longer be a mystery and the kick will not be so great liao.. But some of the likely bidders are already mentioned by Bengster and I totally agree with his analysis of potential takeover for BIG by these large corporations. The likelihood of a new bidder should not be ruled out. Just look at Yahoo's case. It just came as a surprise. Yahoo was trading around US$19.50 per share before Microsoft's announcement of a bid for the company. Though major shareholders are reluctant to give in, Microsoft can be said to have made their bundles already. Yahoo shares closed last night at US$28.00 per share although after the announcement it shot up to more than US$30.00 per share. Earlier people were not likely to think that Microsoft was likely to bid for Yahoo; there is Google, and others. So same, anything can happen with BIG. And not necessary to be a large corporation, it might be an individual party... who knows, but a takeover is a logical conclusion for those who play in the DES business. It is just that they have to do their mathematics first. Not an invitation to buy or sell. |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
techsys
Master |
21-Feb-2008 16:53
|
||||||||||||
|
x 2
x 0 Alert Admin |
Ekekeg, may you tell me who are the candidates? And estimation of this action to happend please? I really excited to participate if it's true. 
|
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
ekekeg
Veteran |
21-Feb-2008 16:49
|
||||||||||||
|
x 0
x 0 Alert Admin |
Strongly believe a take over bid will be coming very soon, but it will only come at a time when the price is more "pricey" for the bidders to have the alternative of making some money should the bid gets rejected by the major shareholders of BIG. So I see the price of BIG will slowly move up day by day until the BIG Day! Holding fast! Not an invitation to buy or sell. |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
techsys
Master |
21-Feb-2008 15:59
|
||||||||||||
|
x 2
x 0 Alert Admin |
This company is taking a long time to move. up down up down so many times , but the price is not so great. Prospect is over there, but market still has a big question. People pour money to their product that has been so promising lately ... I'm questiong about J&J .. is it rumour or something that is going to happen. | ||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
|
|||||||||||||
|
sacredmarket
Member |
21-Feb-2008 15:45
|
||||||||||||
|
x 0
x 0 Alert Admin |
Hi Bengster San In the medical field, such take overs are common? If J&J take over BIG, wah...i can only imagine how much BIG will cheong. I hope you are right abt the take over :) it will make a lot of BIG supporters very happy... SM |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
novena_33
Veteran |
21-Feb-2008 15:38
|
||||||||||||
|
x 0
x 0 Alert Admin |
hey Allright Bro..... me not that holy .....stay some where near there b4....and i like that place alot...so use the name.... 
anyway...for those who keep shouting selling selling selling....have u guys wonder why it did not go lower...?? Maybe Buyer is happy collecting from Seller.... Buyer is willing to buy at that price..... 1 thing for sure... this counter is not for contra and not for weak heart....  , like what Allright bro said even w/o TO, base on product and the region they will be selling....they are huge..... to me the managment team is buying insurance, in case no TO.... they still have plan B to support..... Bengster bro...those joker just trying to irritated u ............................
not asking you to buy or sell..... |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
allright
Senior |
21-Feb-2008 13:56
|
||||||||||||
|
x 0
x 0 Alert Admin |
Bengster relax. This guy is just trying to rile you. WE are confident of this share. I too have done alot of research and spoken with the industry leaders and even the doctors. This is a very promising product and the story of a likely take-over is just the icing on the cake and if it happens it would be fantastic. But this share,as it stands ALONE even without the takeover potential , is a very good share. Btw Novena 33. Was so intrigued by your name, I visited the Novena for the first time today at 1.30 and was so impressed as it was crowded. This is not a discussion on religion..So Bengster we all appreciate that your intention in advising us is very good. Those who believe will just wait and hope that the price will start to move up especially after April1....Although i hope it will be MUCH earlier |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
bengster68
Master |
21-Feb-2008 12:07
|
||||||||||||
|
x 0
x 0 Alert Admin |
I said this many times befor that BIG made a net profit of US$20m in FY2005. Because of CE delay, plus BIG has to continue costly clinical trials to prove Biomatrix's performance in the DES market, BIG has been incurring losses for FY2006 and FY2007. If CE has been approved as per usual CE approval time of less than one year after submission (ie, approval in H1 2006), BIG would not have incurred the past 2 years' losses. Now with CE approval, BIG will be a very good takeover target due to immediate sales contribution in over 50 countries (countries that are using CE approved standards). If BIG is takeover by JNJ, just the JNJ branding and established sales distribution channel can accelerate biomatrix's sales by many folds as compared to BIG doing it by themself alone. This is the kind of leverage power biomatrix can get if this product has the fulll backing of a global medical device powerhouse like JNJ. If you are not convinced, just short it to 60cts lah. Anyway now market not stable, its the best time for you to further short it more and spread my scare news in forums. Short 1,000 lots per day, then everyday start a new thread on BIG advising forumers to sell BIG. I think this could be a good way for you to make some money in such volatile market. |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
cyjjerry85
Elite |
21-Feb-2008 10:56
|
||||||||||||
|
x 0
x 0 Alert Admin |
not advisable to rumours...like the CNA forum below stated "sell sell sell" ??but based on what basis? given a buy or sell...there's a need to have a concrete supporting view/evidence... | ||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
A02041315
Senior |
21-Feb-2008 10:52
|
||||||||||||
|
x 0
x 0 Alert Admin |
|
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
787180
Master |
21-Feb-2008 10:37
|
||||||||||||
|
x 0
x 0 Alert Admin |
A0204..and bengster...BIG listed since 2005...and U claim shareholders made $$$$...doubt so ..so many had bought on your persuasion and incurred losses ...although it's also partly their fault as they fall for yr persuasion...takeover when ..how many years already...oppp cost..it's still shorting that make $$$ for BIG | ||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
|
ekekeg
Veteran |
21-Feb-2008 10:28
|
||||||||||||
|
x 0
x 0 Alert Admin |
Some people may wonder what is married deal, and why call them married deals? Isn't our online transactions married deals?.. Say I buy 100 lots and you sell 100 lots of the same counter at the same time. I don't know why they didn't classify this as a married deal. My brokers told me that normally married deals are conducted by two parties agreeing to transact some shares at an agreed price. The transaction can take place under various circumstances. Usually when you are trying to sell bulk or a block of shares of a company, and instead of putting up the block of shares in the queue which might scare away investors, you scout around for a person/s (on your own or through the brokers) willing to buy the block of shares. Once there is someone, you tell your broker and he tells his broker. At an arranged time the two brokers will match (or marry) the deals. If the deal is reported to the exchange, it will be treated as married deal, but if they are not then it would be treated as normal transaction. Married deals are often done in a quiter market,but sometimes they are being used as a vehicle to drive up or down the price of the subjected share. Owing to the ruling on "wash deals" few brokers are willing to marry outside the trading price range of the shares, but married deals are frequently done by people acting in concert to "manipulate" their trading positions. For example if I marry (sell) 1000 lots to you at $x.00, I can buy back 1000 lots from the market at $x.00 -1ct, and you can sell 1000 lots to the market at $x.00 +1ct, and both of us will be making $10,000 each for the day in the 2 cents range. |
||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||
x 0 
x 0 
