BTA - Biota Holdings

[tarnor]

Re: BTA Biota - is this a bio?? :/

gsk ramping up production, more sales, should be more buying on expectations of announcement, settlement with gsk possible soon also, i'm hoping for a bit of a run on monday but will just go with the crowd, has been dead easy to trade this one

 

[beagle666]

Re: Share purchase plans

thanks for the comment. The competitor is Tamiflu i think but resistance levels are high with this drug compared to relenza but i agree to sell would be wise. i will still make a nice profit on the spp.
Cheers

 

[Knobby22]

Re: Share purchase plans

They were more long term comments, beagle.
If the bird flu breaks out the price rise could be astronomical,
and you might make a big profit.....if you live through it.

 

[tarnor]

Re: Share purchase plans

I'm wondering the same thing.. whether to bail as soon as the new shares come on issue. was going to wait till closer to the deadline before i gave them my cash but bta has been flying.

if its fully subscribed most likely will not get the full alottment, if its only a couple of k spread across a lot of holders there probably won't be any great urgency to sell. gsk and biota will be about to go to the mediation phase of their legal dispute also around the time the shares come on issue. that could help persuade people not to sell... if there is a sell down it should come back quickly i'm guessing :/

thats my reasoning anyway, will have learnt something new by the end of it i'm sure.

 

[Doctor Funko]

Re: BTA Biota - is this a bio?? :/

Anyone remember SARS? Big panic no outbreak, and the WHO were quite successful at containing it. Many experts say it may be many years if ever that we see a bird flu pandemic. About a 10% chance in the next year I think was the figure? Even if there is an outbreak, thankfully the world is better placed than ever to contain any emerging pandemic.
Also, one big problem is that Relenza is a puffer, like an asthma puffer, rather than a tablet (or a syrup for kids) like Tamiflu. As a doctor, I know that any flu can cause asthma like symptoms. It is disturbing that Relenza can make asthma symptoms worse which is the exact opposite you'd want if someone was having flu in the lungs.
Just a bit of perspective on this stock and the very speculative nature of it.

 

[chansw]

Re: BTA Biota - is this a bio?? :/

Anyone remember SARS? Big panic no outbreak, and the WHO were quite successful at containing it. Many experts say it may be many years if ever that we see a bird flu pandemic. About a 10% chance in the next year I think was the figure? Even if there is an outbreak, thankfully the world is better placed than ever to contain any emerging pandemic.
Also, one big problem is that Relenza is a puffer, like an asthma puffer, rather than a tablet (or a syrup for kids) like Tamiflu. As a doctor, I know that any flu can cause asthma like symptoms. It is disturbing that Relenza can make asthma symptoms worse which is the exact opposite you'd want if someone was having flu in the lungs.
Just a bit of perspective on this stock and the very speculative nature of it.

Nature Medicine article - Relenza which can be found at http://www.biota.com.au/announcements/2005/nature_relenza.pdf
mentions the following:-

"Relenza has also been unpopular in part because it must be breathed in with an inhaler. GlaxoSmithKline is considering repackaging Relenza as a shot or nebulizer to increase sales."

Here are a few news on bird flu in the last 24 hours:

First bird flu cases reported in Europe

Indonesia says bird flu found in boy

Bird flu pandemic is a clear, if not present, danger

 

[chansw]

Re: BTA Biota - is this a bio?? :/

Here is an updated article on bird flu in Europe

1st cases of bird flu in Europe confirmed

 

[Aussiejeff]

Re: BTA Biota - is this a bio?? :/

BTA UP 28%.

I bought previously at $1.92 and held on after it fell back.
Sold all today at $2.33 (happy, happy, joy, joy)
But, missed selling at top this morning of $2.52 (sad, sad)

;o)

Wonder what heights it might reach? Very volatile, seems a goodun' for intra-day trading...

Cheers,

AJ

 

[pete152]

Re: BTA Biota - is this a bio?? :/

Yes it is good for intra day trading, and easy. It must be easy,as even I can make money from it!!
Cheers,
Peter

 

[britishcarfreak]

Re: BTA Biota - is this a bio?? :/

I caught it at 1.66 last week when all the s**t was going down. I jumped out today at 2.35 after the first peak at 2.50. I feared I had missed the peak and then lo and behold it ran to 2.75ish. Damn it. Anyway - a near 40% run and I only held it since friday lunch time.

Seems to drop away after massive profit taking by day traders to sainer levels - then a day or two later it settles out. I'm guessing that we'll see it come back to about 2.20 or so in the next day or two. I'm hoping to jump back in and ride up to 3.00 or so.

Where did that hepatitis product come from ? I didn't see that announcement coming....

 

[chansw]

Re: BTA Biota - is this a bio?? :/

I caught it at 1.66 last week when all the s**t was going down. I jumped out today at 2.35 after the first peak at 2.50. I feared I had missed the peak and then lo and behold it ran to 2.75ish. Damn it. Anyway - a near 40% run and I only held it since friday lunch time.

Seems to drop away after massive profit taking by day traders to sainer levels - then a day or two later it settles out. I'm guessing that we'll see it come back to about 2.20 or so in the next day or two. I'm hoping to jump back in and ride up to 3.00 or so.

Where did that hepatitis product come from ? I didn't see that announcement coming....

A similar story for me. I bought it at $1.5 last Wednesday and sold this morning at $2.33. Only saw it went up to $2.5 and then $2.7 at about lunch time. However, I have to say that I am very happy for my return.

You can find the hepatitis product here (which mentions $1 billion dollar market opportunity)

BioPartnering Europe Conference

 

[tarnor]

Re: BTA Biota - is this a bio?? :/

damn closing spp early.. i didnt have funds available so just got a mate to bpay it.. said it could take up to 2 days.. so looks like i'll be keeping my fingers crossed for a bit

 

[Doctor Funko]

Re: BTA Biota - is this a bio?? :/

certainly a very interesting couple of announcements yesterday which have made me change my mind about this stock, a once weekly anti flu puffer! wow thats amazing, thats a huge advantage over tamiflu, also the potential for antihepatitis drugs, this is something we really need (unlike another antiinflammatory! ) as the current ones can really send people round the bend. You really cant give current antihepatitis drugs to depressed or psychotic patients as the risk of suicide practically increases beyond the risk of the hepatitis.

 

[Mouse]

Re: BTA Biota - is this a bio?? :/

Hi,

I'm new so sorry in advance if this is a dumb question ... but now that they are closing the offer earlier, does this mean that we will get the shares earlier as well or do we still have to wait until the end of October to get the shares?

cheers
Mouse

 

[beagle666]

Re: BTA Biota - is this a bio?? :/

Tarnor... saw your post re BPAY..... as long as you send the bpay payment by 5.00 on the 12th you are right. It does not have to be processed by the deadline, just sent.

I rang the registry about that.
Cheers

 

[tarnor]

Re: BTA Biota - is this a bio?? :/

Tarnor... saw your post re BPAY..... as long as you send the bpay payment by 5.00 on the 12th you are right. It does not have to be processed by the deadline, just sent.

cheers man..

I think i would have been alright anyway, i got it off before 1:30 which apparently means it get thiers the next day...

Had a few moments of panic though as when i saw the announcement i knew i wouldnt have time to wait the 3 days untill funds cleared from selling some other shares.. would have been a b!tch to miss out..

quickly find out how good your friends are, rang up a mate and he had payed it in 10 minutes or so.. he'll definately be getting some of the profits.

hope it can hold at these levels, cant see it getting much below a 1.50 and will probably keep uptrending while all this hype is around. althought market cap is getting pretty big now..

 

[Doctor Funko]

Re: BTA Biota - is this a bio?? :/

From The Age today
http://www.theage.com.au/news/world...s-way-to-europe/2005/10/13/1128796652006.html
"Bird flu's trail makes its way to Europe
By Radu Marinas
Bucharest
October 14, 2005

Bird flu vaccine
EUROPEAN Union states should be ready for a potential flu pandemic and stockpile anti-viral drugs, the EU's health chief said yesterday after a strain of bird flu found in Turkey was confirmed as the same deadly type that hit Asia.

The executive European Commission said it was considering establishing a €1 billion ($A1.6 billion) "solidarity fund" to help fund the use of anti-virals in the event of a pandemic.

"What is important is that it does become a priority for all member states and that they make an investment for preparing for this event," EU Health and Consumer Protection Commissioner Markos Kyprianou told a news conference."

could see some more volatility

 

[tarnor]

Re: BTA Biota - is this a bio?? :/

There was a lot of articles out on the weekend about tamflu not being effective against certain strains of the virus.. .

Fantastic opening today...

 

[chansw]

Re: BTA Biota - is this a bio?? :/

There was a lot of articles out on the weekend about tamflu not being effective against certain strains of the virus...

Fantastic opening today...

I read those articles, too. However, the following states why most countries still prefer stockpile Tamiflu.

"Tamiflu is the more popular choice for stockpiling because it is a tablet. Relenza is an inhaled powder and more complicated to administer in an emergency, says infectious-disease specialist Brian Currie of Montefiore Medical Center in New York."

tarnor, are you still holding the shares? I sold mine but will buy again.

 

[tarnor]

Re: BTA Biota - is this a bio?? :/

i'm out at the moment might come back in for another trade if it drops under 2$ again.

have the placement coming so still hope it goes..

it really doesn't seem like gsk have done much promoting relenza, Alot people of people are fairly confident of an early settlement but could be a tedious drawn out legal battle..

so without some more clarity on the amount of orders and situation with gsk. i think it will be hard to get over the 3$,.. but anything could happen..