SPL - Starpharma Holdings

[oldblue]

Here's some possible reasons, Faramir.

Biotech stocks, particularly those with a potentially "blockbuster" discovery/product are notoriously volatile. They attract speculators, not all of whom will share ideas as to the short or longer term potential for the company's shareprice. So we should expect surges in the SP as sentiment fluctuates.

As for insiders buying and selling the shares, remember that they are restricted in the periods in which they are permitted to trade; that some of them have a significant chunk of their remuneration and personal wealth tied up in shares/options in "their" company. We shouldn't be surprised if they seek to diversify somewhat when opportunity allows.

It's a difficult sector for the non-biotech individual. Not for longterm holds IMO but more for the expert in this industry who's also prepared to temper investment decisions with a good dose of technical analysis timing.

 

[burglar]

... Dr Jackie Fairley sells 220,000 @ 25/6/2014, 40,000 @ 26/6/2014 and 100,000 @ 27/6/2014. I thought if Dr J Fairley is selling, maybe there is another drop on the way??? ... ??

You read way too much into this!

Maybe she needs the spondulix to buy that new pair of shoes.
Perhaps she has children of school age!?


Heaven forbid ...

could be she has a bad habit!

 

[Faramir]

Thank you Burglar and old blue.

This appeared yesterday on ABC TV
http://www.abc.net.au/news/2014-07-...ainst-the-aids-virus/5616286?section=business

Today, share price peaked $0.985. A big jump from last week. I was going to buy early this month but things got in the way (i.e. I was doing other things). I even thought more bad news to send the share price under $0.50 or less. Thankfully for StarPharma, they got the approval and most of yesterday's and today's buys are spec buys I think. I can't chase Spec stocks up. So I missed out. Maybe StarPharma will be an established company like Sirtex or CSL?? At the moment I still consider it a spec. I will still monitor one of their other products and see how that progresses. I am waiting for the bulk of spec buyers to lose interest.

Dr Jackie Fairley is a very good CEO and she has steered StarPharma through some tough times. I doubt she would have any bad habits. If anyone got StarPharma before this announcement, well done. Pity I didn't. I guess I am not ready for spec stocks yet.

 

[Faramir]

On 4th Sept, I brought the minimum number of shares: 725 @ $0.690. This is my speccy stock, representing less than 3%-4% of my portfolio.
Why did I buy SPL?
It will receive revenue from Ansell and other condom makers around the world soon. Vivagel will be very common.
It has other promising products being developed.
I am a fan of Dr Jackie Fairley. Ever since I saw her interview on ABC back in April. She has so many achievements.
Wished I was a scientist. I studied engineering instead
I like girls in lab coats. If I had my time back in uni again, I would not be too shy that I couldn't talk to them.
Chemistry use to be one of my best subjects. Pity I only did it for one semester.
Read my previous posts about why I like SPL.

On the day I brought Veda (Fri 18/Jul), I forgot about Starpharma. Thought oh well, I will buy tiny parcel on Mon 21/Jul. The major announcement was made and the share price went beyond my buying price (nearly $1)

So I sat and pondered about another opportunity slipping away. I thought that the share price was a bit too high for a company making a loss. As expected, it dropped (especially after the annual report was released) but it found support around $0.70. So I first asked for $0.65 but it never reached that level. Then I raised it until the market and I met at $0.690.

I wasn't going to write anything at all but Joe Blow wants more stock discussion.

 

[piggybank]

Another one to come up on my scan last night.

​

Quarterly Cashflow Report *
Melbourne, Australia; 30 April 2015: Starpharma Holdings Ltd (ASX: SPL, OTCQX: SPHRY) today released its Appendix 4C – Quarterly Cashflow report for the period ended 31 March 2015.

1) DEPTM docetaxel dosage levels exceeds the most commonly used Taxotere ® dose
2) Majority of sites in phase 3 clinical trials for VivaGel ® to prevent recurrent bacterial vaginosis (R-BV) recruiting participants
3) Regulatory submissions for VivaGel ® Symptomatic Relief of bacterial vaginosis
4) Continued Australian rollout of VivaGel ® condom
5) Increased activity in partnered drug delivery and agrochemical programs
6) Solid cash balance of A$34.7 million

Starpharma Holdings Limited (SPL) is a biotechnology company that engages in the development of dendrimer products for pharmaceutical, life science and other applications. SPL has three core development programs: VivaGel portfolio, drug delivery, and agrochemicals.

Please Note - This is only my opinion and for those who are thinking of either buying or selling this stock should do your own research.

 

[Faramir]

I still hold shares in Starpharma.

There has been many positive announcements:
http://www.starpharma.com/asx_announcements

Today's announcement did help the share price in the right direction.
AstraZeneca to develop oncology drug using SPL’s DEPTM technology
http://www.starpharma.com/assets/asxannouncements/150504___AstraZeneca_to_develop_.pdf

Only need the Japanese condom maker to start selling VivaGel coated condoms. (There is a delay with approval from authorities due to a 'classification' hurdle.)

 

[Faramir]

Up 14.29% in one day without news. Big jump this month. 52 week high.

Thank you VivaGel BV. Phase 3 sounds promising and results better be good when it comes out. It will help Bacterial Vaginosis and it is not an antibiotic. Big market potential.

The main game is DEP Decetaxel. It will reduce toxicity of chemo during cancer treatment. The science of this stuff is complicated.

If I am sounding like I am ramping this company. Maybe at last I feel happy about SPL even though this company still makes a loss. The condom coating idea was a waste and nothing much came from it.

My position in SPL is very small. I "regret" not topping up/averaging up after the news came out. I regret even more before the news came out but how was I supposed to know that the news will be good. This company is such a speccy for me. Even as recently as July, I thought I will sell at $0.80. It closed at $1.04 today. Maybe Jackie is right and SPL has the same potential as CSL or SRX. I am not topping up.

Now I guess I need more patience to see what happens next. I wonder if it will go back to its previous 2012 high of $1.80 (I think). I wonder when it will make money. I must have been emotional about my Dad's pancreas cancer that I decided to put a bit of money into SPL nearly 3 years ago. I still do not regret putting large amounts of money into SPL despite its rapid rise this month - why? I can't work out my thinking.

 

[Faramir]

I have to disclosed that I took part in a SPP back in Nov 2014 and brought another small bundle during its dark times at around $0.58??? Still overall, my position is still small.

 

[Faramir]

Are biotechs starting to win the beauty contest?

Original purchase of SPL was a speccy position. Purchase a bit more during my early years. I believe in its potential and its science.

I seriously regret not topping up/averaging up last year. I didn’t want due to limited funds and experiencing many dead cat bounces along the way.

At an average of $0.65 but very small holdings - why am I kicking myself??? Yesterday it closed at $1.64. Allan Gray is a significant holder. I have experienced losing regret - especially with ACR. How do you describe my current regret??? My funds are limited and I was considering selling when I was desperate for money but sold NVT instead at break even.

SPL hasn’t make a profit yet but I was seduced by the CEO. Plus its science plus FIL and Allan Gray taking large positions. I just never topped up and I feel regret.

Am I enjoying a temporary high like I did when SRX went to near $40??? Biotechs are very up and down. My small position indicates that I still think of SPL as a speccy - its balance sheet makes me feel that way. I want SPL to be its own company and not get taken over. It probably will one day. Why pay for your own expensive DEP Phrase 3 Trials when a bigger company can fund it for you.

Doing nothing - a strategy that does/does not work by hesitation, limited funds and definitely no time to study, learn nor research.

I will still say GO SPL. Great science behind it, great staff and great CEO.

 

[Knobby22]

I recently took a smallish position.
I suspect your position is larger than mine Farimer.
The company seems to have a fair bit of upside from here.

 

[greggles]

Starpharma Holdings making solid gains in the the last few weeks on the back of improving sentiment and encouraging news regarding its DEP® irinotecan development candidate announced on 5 September.

SPL is up from a low of $1.055 on 23 August to $1.425 this morning and is looking bullish.

 

[rnr]

Still moving higher and could well be consolidating for yet another move higher.
The ATH is not that far above.​

 

[jbocker]

I like Starpharma. It looks like it is well on its way to producing some income with Vivagel). Also has a healthy stream of Dendrimer Enhanced Products (DEP®). All in the interesting corporate summary today.
https://starpharma.com/assets/asxan...Investor Presentation for Citi Conference.pdf

I first saw it a few months back on a QANTAS flight (podcast). Happened to buy it a few days later on a dip. ($1.19)

 

[Knobby22]

Bought a few more today.

 

[jbocker]

OK the US daily reports say there is a resurgence in Techs and Healthcare stocks yesterday.
So I am watching SPL to see if it breaks its 52 week high.

 

[jbocker]

Excellent results in Phase 1/2 trials in a Human Pancreatic Cancer model.
Pancreatic Cancer is one of the big nastys!
https://www.asx.com.au/asxpdf/20181116/pdf/440c5d7d7gysms.pdf

 

[Knobby22]

Excellent results in Phase 1/2 trials in a Human Pancreatic Cancer model.
Pancreatic Cancer is one of the big nastys!
https://www.asx.com.au/asxpdf/20181116/pdf/440c5d7d7gysms.pdf

Yea, got my Dad, wish the breakthrough wish it had of been earlier.
It is a model though probably on mice. We need to see the phase II trials on humans before we get too excited and if they succeed I suspect that there will be a raising. Happy to see all the price rises though

 

[Ann]

I bought and sold this many years ago, I tend to remember there was some special taxation incentive for any capital gains or such like gained from this company. Not sure if it is still the case. Anyway here is a chart, it appears to have formed into a complete Cup and Handle chart pattern shown on a nine year daily chart. I have done a swing trade calculation and it appears it could get to as high as around $2.30. No guarantees but simply a potential target if the handle doesn't break off in the meantime.

 

[Knobby22]

This has been rising in a poor market. With the Vivagel money coming in, the Dendrider stuff and possible blue sky with other products, this company is looking good. I just hope we don't get taken over too soon.
My pick for the month, should have picked it last month.

 

[jbocker]

Announcement today
US patent granted for SPL7013 eye drops for conjunctivitis
From their announcement
"...Viral conjunctivitis is the most common cause of infectious conjunctivitis, affecting ~6 million people in the US and ~4 million in Europe each year. The viral conjunctivitis market is estimated to be around US$700M1 annually. There are currently no approved therapies for viral conjunctivitis and it remains an area of significant unmet medical need globally. …"
More detail here
https://www.asx.com.au/asxpdf/20181212/pdf/4414tfmtwstcqz.pdf