IPSO Ventures Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9666243
Anyone have an idea when the next financials are due etc?

M385 By monkey_385 ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9666243&action=detail Mon, 21 May 2012 16:19:00 GMT monkey_385 tag:iii.co.uk,2003:tst.9224217 By Hybridan | Mon, 30/01/2012 - 00:00
http://bit.ly/wcRfZg By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9224217&action=detail Mon, 30 Jan 2012 08:22:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9197208
If you read between the line they have sufficient funding up to Q3 2012 and 5 of their 8 investments are ripening and almost ready to take to the market. Are they planning a listing for Therakind since they now have cashflow from royalty payments and have a pipeline of products one of which is at a late stage.

Lots to read between the lines and still trading 50% below current NAV. Expect a bounce.

By OMITC ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9197208&action=detail Mon, 23 Jan 2012 11:39:00 GMT OMITC tag:iii.co.uk,2003:tst.9187181 http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9187181&action=detail Fri, 20 Jan 2012 08:32:00 GMT scotsmanukuk tag:iii.co.uk,2003:tst.9187065
GL ALL

OMITC By OMITC ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9187065&action=detail Fri, 20 Jan 2012 08:13:00 GMT OMITC tag:iii.co.uk,2003:tst.9182998
Only 38.5M shares in issue of which 57% is held by Investment Funds and Directors and Private Investors. So about 16.5 Million Shares in circultation, not much if retail demad is there it will go up quickly. By OMITC ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9182998&action=detail Thu, 19 Jan 2012 11:31:00 GMT OMITC tag:iii.co.uk,2003:tst.9182260
Increase to the NAV is anybodys guess but I think based on the fact that Therakind received a big chunk of money on marketing approval and are also due royalty payments on sales of Buccolam from Viopharma. The NAV could be in the region of between 8p to 10p.

Even if the stock goes to 6p fom the current price it will be a 100% gain thats the way I am looking at it.

There is also a pie in the sky possibility that the Directors may be looking to monetise their 36% investment in Therakind by selling it, which considering they only have 38.5M shares in issue could be a substantal rise in share value even if they only got 2 to 3 million pounds for it.

OMITC By OMITC ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9182260&action=detail Thu, 19 Jan 2012 10:06:00 GMT OMITC tag:iii.co.uk,2003:tst.9182165 http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9182165&action=detail Thu, 19 Jan 2012 09:53:00 GMT scotsmanukuk tag:iii.co.uk,2003:tst.9175658
Cedar then proceeds to sell their stock into the market just after the announcement the Buccolam had been approved for sale in the UK and Europe. So they bought low, held for a few months and then sold as the share price rose as the news broke.
Why it has taken more than 3 months to announce this is unclear? However at the time there was demand for the stock, so Cedar took their opportunity to sell out.

I still feel the BOD are looking to monetise their investments and their 36% shareholding of Therakind represents the best opportunity in the short term.

OMITC By OMITC ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9175658&action=detail Wed, 18 Jan 2012 05:51:00 GMT OMITC tag:iii.co.uk,2003:tst.9165411
With these latest purchases, somebody must be accumulating in anitcipation of an huge increase in NAV compared to the current share price.

By OMITC ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9165411&action=detail Mon, 16 Jan 2012 05:53:00 GMT OMITC tag:iii.co.uk,2003:tst.9153381
Their current NAV from their last results is 4.91p, they have since had success with IPSOL and more importantly Therakind. It will be interesting to see what value they place on these investments now and how they intend to generate cash by realising some of these investment assets within their current portfolio.

Therakind is a private company, which sold its share in a product called Buccolam to Viopharma for an upfornt payment and future payments based on milestones and finally royalties on sales. This product is now being actively marketed and sold in the UK and Europe by Viopharma.

The most interesting part of this transaction is that Viopharma (which turnover $660 million) has acquired a number of smaller drug companies in the past 2 months which focus on orphan drugs (drugs for niche markets/diseases). These companies are:

15-Nov-2011 - DuoCort Pharma AB - Purchased for $164 million (combination of upfront cash and milestone based payments)

22-Dec-2011 - Meritage Pharma, Inc., - Option for $89.9 million (combination of upfront cash and payments if they take up their option to purchase.)

So given that Viopharma are acquiring smaller companies, it is not impossible that they maybe considering acquiring Therakind in the near future, especially when you consider they have a past relationship and have purchased a succesful product that Therakind co-developed with another company called Aurials (which Viopharma also purchased).

Therakind also has a strong pipeline of durgs in development, so Viophama may just decide to purchase them now rather than later when they are more successful/ expensive.

IPSO have a 36% shareholding in Therakind, the directors have recently paid themselves in shares and will be looking to monetise some of their key assets.

Let’s see what the results bring... Very under the radar at the moment.

OMITC
By OMITC ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=9153381&action=detail Thu, 12 Jan 2012 12:13:00 GMT OMITC tag:iii.co.uk,2003:tst.8868838 http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=8868838&action=detail Fri, 21 Oct 2011 15:33:00 GMT CITYBOY09 tag:iii.co.uk,2003:tst.8867900 http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=8867900&action=detail Fri, 21 Oct 2011 12:29:00 GMT wozzad tag:iii.co.uk,2003:tst.8867538 http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=8867538&action=detail Fri, 21 Oct 2011 11:23:00 GMT CITYBOY09 tag:iii.co.uk,2003:tst.8803707
http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail.html?announcementId=10587927 By hawkspy ]]> http://www.iii.co.uk/investment/detail?code=cotn:IPS.L&display=discussion&id=8803707&action=detail Sat, 01 Oct 2011 22:35:00 GMT hawkspy