UNS - Unilife Corporation

[Slipperz]

One way or another, there should be an announcement tomorrow. The question is whether this needs to be Australia time or US time.

Personally, rather in than out.

Nice find UBIQUITOUS.

I went hunting for something with a set date on it and came up empty handed.

Found something close from the crystal research report but couldn't post a link until I got my posts up

 

[Slipperz]

Where in the announcements or press releases does it mention the "finalisation of the restriction agreement with Sanofi " date being tomorrow?

I have backtracked through a lot of reports and announcements and haven't found anything with Feb 28th as a definitive timeline to be met.

Reading the report from Crystal research analysts (see link) they imply that UNS hopes to have the exclusivity deal finalised by Feb 2010.

It would now seem that these negotiations are ongoing.

Given the amount of money SA have contributed to the industrialisation of the unifill it seems unlikely to me they will pull out of the deal at this stage and just some patience is required.



http://www.crystalra.com/pdf/UNI_1QFY2010_01-11-2010.pdf

 

[pacestick]

The importance of finalising the exclusivity list is not because of the amount of syringes that Sanofi wish to purchase but because the negotiations which unilife is having with other pharams cannot be concluded until the list is finalised .
It maybe that sanofi wishes to add the unifil select to the agreement (thats pure speculation on my part)

I also am of the opinion that we will get an announcement monday probably during nasdaq hours whether it is the agreement being finalised or that negotiations are continuing is another story. Still very happy with my investment wish i had had more money to buy more when it was below 0.30cents but still sitting on the best percentage gain of ten years in the market and it really is only a fraction of where it is going if you look at the analystes reports

 

[UBIQUITOUS]

The importance of finalising the exclusivity list is not because of the amount of syringes that Sanofi wish to purchase but because the negotiations which unilife is having with other pharams cannot be concluded until the list is finalised .
It maybe that sanofi wishes to add the unifil select to the agreement (thats pure speculation on my part)

I also am of the opinion that we will get an announcement monday probably during nasdaq hours whether it is the agreement being finalised or that negotiations are continuing is another story. Still very happy with my investment wish i had had more money to buy more when it was below 0.30cents but still sitting on the best percentage gain of ten years in the market and it really is only a fraction of where it is going if you look at the analystes reports

Pace, considering that the agreement deadline was originally in December 09, and AS said that they were quite happy with the draft of the list (at the AGM), I would say that there will be no further delay. Any further delay would not be in Unlife's best interest as they have other pharma interest.

 

[Slipperz]

Well the good news is out and the market is underwhelmed.

Not that 7% is to be sneezed at but now this stock has been effectively derisked with the SA deal it's all blue skies and upwards from here.

Will be very interesting to see how the Nasdaq responds tonight.

http://www.asx.com.au/asxpdf/20100303/pdf/31p1sxf55vpfsb.pdf

 

[UBIQUITOUS]

Slipperz, although no purchase order has been received, for Sanofi Aventis to negotiate exclusivity to Vaccine and Antithrombotic therapeutic classes, it means that they have in effect agreed to a $16billion, 10 year deal. And this is just the beginning.

For Unilife to still be valued at less than $500m is ridiculous. I am convinced that as stock transfers to Nasdaq, there is a strong likelihood that UNIS will be valued in the $2-$3billion region within the next 6 months. One only has to look at other stocks on Nasdaq to see my reasons why.

 

[chb]

Well the good news is out and the market is underwhelmed.

Not that 7% is to be sneezed at but now this stock has been effectively derisked with the SA deal it's all blue skies and upwards from here.

Will be very interesting to see how the Nasdaq responds tonight.

http://www.asx.com.au/asxpdf/20100303/pdf/31p1sxf55vpfsb.pdf

Just checked the nasdaq and it's down 62c or 7.86%.

Guessing people aren't happy with the agreement

 

[Mink178]

Whats going on with UNS?? Price is on a slow or should I say maybe more of a moderate to fast slide down both here and in the US even after all the positive company announcements. What am I missing?

 

[nawshus]

I find it strange as well, all good news and no bad ones, but for some reason the sp has been declining for some time now. Just picked it up for 1.15 now it's around 1.11, didn't expect it to go that low.

 

[Slipperz]

I find it strange as well, all good news and no bad ones, but for some reason the sp has been declining for some time now. Just picked it up for 1.15 now it's around 1.11, didn't expect it to go that low.

Yes it has been a weak couple of weeks.

I sent an email to computershare asking them what percentage of CDI's had been converted into common stock and they just replied that I need to ask unilife.

Will post the reply from the company.

 

[sureshaus]

I guess the sp will spike in the coming weeks after the all ords listing on the 19th and the conference call on tuesday the 23rd. Lower the price better it looks in the eyes of potential investors. After this week every increase in the SP of more than 5% will be in news and more people will be interested to know about the company.

I just hope that my prediction comes true as I have invested all my money in this single company.

 

[pacestick]

If we follow the nasdaq from friday night we will fall about 5% on monday.The medium and long term fundamentals on this stock are so strong that it will make agood buying opurtunity:

 

[pacestick]

followed the nasdaq down with a near 5% fall on the asx. However a number of upward pressures on the sp tomorrow
1. The health section of the nasdaq should respond well to the new american legislation and Unilife should be carried alomng with it.
2. the ceo of Unilife is to give a breifing on the last three months achievements hopefully he will also give some indication of
a. when orders may be received from sanofi aventis and for how many prefills
b. the state of negotiations with other pharmas re orders for
prefills

3. Much of friday nights fall on the nasdaq was likely due to investors and traders covering their positions on a range of stocks as they were required to do so by close on friday new york time .If so this should have worked its way out of the system .

Therefore i am hopefull that we should see a good rise in the sp tomorrow and the rest of the week .

DO NOT MAKE ANY DECISIONS ON THIS INFORMATION DO YOUR OWN RESEARCH AS I AM JUST BLUNDERING AROUND IN THE SHAREMARKET MAKING A FEW BOB HERE AND THERE

 

[Mink178]

UNS is looking like its playing a game of limbo for the past few weeks (How low can you go?!) I hope not too much lower!!! So many positives in the company and yet its price keeps diving? whats going on?

 

[Lachlan6]

I just hope that my prediction comes true as I have invested all my money in this single company.

I sure hope this is not the case!!! Certainly the least wise thing to ever do in financial markets. I am extremely bullish the prospects of UNS but remember it is still considered speculative.

 

[pacestick]

There is a new griffin report out the fugures in it would appear to be conservative


http://www.proactivenewsroom.com/Default.a...UNIS31Mar10.pdf

 

[Santoro]

Significant jump in price and volume on the NASDAQ last night, anybody aware of any announcements. Did appear that the price was being contained since its listing, but that was on low volumes of 20K to 80K, nearly 3 mil shares traded last night.

Unilife Corporation ("Unilife" or "Company") (Nasdaq: UNIS; ASX: UNS) today announced it has received from the U.S. Food and Drug Administration (FDA) 510(k) market clearance for the Unitract(TM) 1mL Insulin Syringes assembled at its Lewisberry, PA manufacturing facility.

Following FDA-clearance for US-assembled units of the Unitract(TM) 1mL Insulin Syringe, Unilife has immediately shifted manufacturing activities at Lewisberry to a four shift, 24 hour, 7 day per week (24/7) manufacturing cycle. This 24/7 manufacturing cycle is expected to maximize annual production capacities for the Unitract(TM) 1mL syringes and further improve manufacturing cost-efficiencies.

Announcement 05/04/2010

Hold

 

[UBIQUITOUS]

Significant jump in price and volume on the NASDAQ last night, anybody aware of any announcements. Did appear that the price was being contained since its listing, but that was on low volumes of 20K to 80K, nearly 3 mil shares traded last night.



Announcement 05/04/2010

Hold

The key question for me now is that with most of the stock here on the ASX, will the price here be managed lower again in future weeks, or will Unilife keep on making new highs? I sold all of my holdings on the last spike up to buy TZL. I am quite happy to buy back in once the bot games are over, albeit at a much higher price. The story is far too compelling not to have on my watchlist!!!

 

[LeeTV]

A surge in interest over night for UNIS and then closely followed today by UNS(up 12%) following some comments made by Crammer of Mad Money after Alan set the record straight. For those that haven't been following this story watch the 3 videos in order below:

Video 1

Video 2

Video 3

Cramer's 'Mad Money' Recap: a Rally Against All Odds (Final)

In the "Executive Decision" segment, Cramer spoke with Alan Shortall, CEO of Unilife (UNIS), maker of clinical safety syringes. Cramer panned the stock on April 9, but welcomed Shortall to the show to prove him wrong.

Shortall said there are over 3 million needle injuries around the world every year, and his company's patented safety syringe has validated technology to reduce those injuries. He demonstrated how Unilife's syringe contains a retractable needle, thereby eliminating the possibility of injuries.

Shortall said that there are over 2.5 billion pre-filled syringed produced every year, and Unilife is on track ramp up production to 800 to 900 million units per year in just the next five to six years. He said Unilife's gross margins are also better than transitional syringes given that its partners absorb most of the marketing costs.

When asked about the company's volatile share price when it came public, Shortall explained that due to a glitch in the IPO, some of the company's Australian shares did not transfer correctly to the NASDAQ, causing a shortage, and a spike in the share price.

After hearing Shortall's case, and seeing the Unilife's products first hand, Cramer said he'd blessed the stock as a speculation, given that it still has a long way to go towards becoming a large medical device company, and its product offerings, while patented, are still narrow in scope.

 

[J&M]

thanks Lee for posting and the video
I only have a small holding which I got for 1.23 it seemed to be going sideways
will now hold and wait

James