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barny
Junior Poster
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Star followers if you bought star at the time I posted THE DEVILS ADVOCATE on this forum on the 3.4.09 its time to consider whether to take some money off the table and sell some of your shares.
On the 3.4.09 you could have bought star shares for around 0.20cents so at todays prices youve trippled your money.Yes I realise the potential that is still evident in starpharma but in my view the markets have rebounded considerably since the global financial crises and Ill personally take the money.
I would welcome any constructive comments and all the best to all you star punters.
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Star Rizin
Senior Poster
106 Posts
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Take the money? Or, buy more while its still at these levels? (in fact, its the very indicators now materializing -those of funding and positive trials that are what I was waiting for prior to investing more $$).
Yes, it's gone up up up over the last 8 months.. with nothing but positive news and evolving momentum.. Why sell now? Whats the reasoning?
There has been no changes.. nothing fundamental or otherwise negative occurring.. not sure why you would suggest selling at this point?
I think there are some cheap shares out there.. at the .50 cent level if Im not mistaken.. and this stock is potentially very volatile because of this fact, however,.. one must ask.. will the sahre-holders wait for the condom application to go to market?
And, more importantly,
Do u believe the condom application has a "reasonable" chance of making it to market w in a reasonable time (18 months)?
If so, I would say, hold -dont miss the real run-up..
If u think this condom application prospect is less than 50% chance of materializing.. do what's right for you related to securing profits.
Star just entered the agrochemicals (seeds and fertilizers) market.. indicating further deals are in the works.. and further discussions w other companies about using dendrimers in cancer treatment. Usually, the things they say they are in discussions about, materialize..
If you have a 3 to 5 year horizon.. I wouldn't try to guess this one.. the upside potential FAR outweighs the negative.. based on current info available today.
In addition.. we are about to get positive news on trial results from USF/Puerto Rico by the end of Jan.. at least a preliminary report.. the full report will be out toward the end of Feb/March.. any news of the Vivagel regulatory path for condoms being accomplished/approved will also send the stock up.. as will the announcement of efficacy trials related to the stand alone product and Bact Vagi.. just seems like WAY too many possible announcements for trials and or deals are possible... and, all price sensitive!
The stock will probably swing .. hard.. and may cool (go lower) considerably from where it is today back into the 50's or even 40's.. but, its just got too much potential to try and time.. in my humble opinion!
ps.. JF also states in the audio-cast that they r n discussions for additional funding related to the Vgel stand alone product.. and she is "confident" that they will secure additional outside funds..
my prediction is.. these funds will again be non-dilutive.. and .. from a major name such.. NIH or Bill Gates Foundation.. that announcement has to come sooner than later so they can get on with trials....
To take some money off the top now.. is tempting, perhaps even.. "smart".. but.. personally.. I say.. let it ride! |
Edited by - Star Rizin on 01/03/2010 02:03:42 |
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seikan
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10 Posts
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Barny, good to have you continue as the devils advocate
All things considered, let me put it very simply this way:
If you're wishing to sell, I'm very happy to buy from you
(wish we could arrange that directly :-)
Best wishes
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steelmagnolia
Nano Newbie
1 Posts
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I believe this is time to accumulate on dips. i have good profit in this stock and it is diversified enough and is a niche area where it may not be as effected by market conditions as other areas.
any feedback on this would be appreciated.
thanks,
jean howard |
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censere
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15 Posts
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Also not selling, but accumulating on dips. The company appears to have sufficient funds for its immediate plans and there is so much promising material in the pipeline...
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Star Rizin
Senior Poster
106 Posts
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What dips are ya'll buying on? lol...
Up until what point is this still a bargain "buy"?
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Vivagel.Durex
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Lots of shares changing hands for such little (no) movement in price.
Is that odd to anyone else? |
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censere
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You're right - it's not dipping ;-)
I'm not complaining one bit... but if it does, I'll keep on buying.
That's the plan anyways.
As for value, SPL has so much in the pipeline... the dendrimer platform has the potential to revolutionize the delivery of existing drugs, plus allow other drugs to be used (especially chemotherapeutics) that had not been developed fully due to excessive toxicity.
The company's model of striking deals with multiple companies will pay dividends, making the current share price appear cheap. Plus - given the nature of the underlying technology, SPL has the potential to continue to develop new applications for decades to come, meaning that they will not run into the same problem that current large pharma companies are facing: the need to continually produce entirely new blockbuster drugs to replace those that are coming off patent.
Starpharma's technology is extremely powerful and extremely promising, in my view. Things are set to really get going in the next two years and from then on, I believe the company will live up to its name.
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Vivagel.Durex
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C,
What are your concerns, if any?
If there is so much potential, real potential with chemotherapeutics, then why hasn't this company been taken over-bought out?
And, if there were a suitor; how much do you think this company is worth, considering both the condom application deal & the chemotherapeutics potential -if it were to be bought today -say, by big pharma or even, SSL? |
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censere
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V.D.,
I have no major concerns at present. Of course there is always some consternation in setting out on a phase III trial - despite good preclinical data and (hopefully ongoing) good safety data, as we have seen, disappointing phase III results can and do occur. Despite excellent trial design and execution by MTN, the most recent Pro2000/Buffergel microbicide trial as we all know returned negative results. The Pro2000 gel is related to Vivagel - this makes the phase III trial all the more important for Starpharma. A positive result in a phase III trial of Vivagel will prove the ability of its dendrimers to offer significant improvements in the activity and effectiveness of drugs incorporated into their structure. We have already seen that antiviral activity is retained for up to 24h after application - a result that provides further confidence in the ability of Vivagel to significantly differentiate itself from Pro2000.
Why hasn't the company been bought out? I have no idea if anyone has approached the company. I'm not in a position to offer any comments or insight into that. However, I personally believe that the dendrimer technology being developed by Starpharma is so flexible and potentially advantageous that if I were in charge of the company, I would be rejecting takeover offers. As a shareholder in the company, I hope that Starpharma is not sold. Starpharma's expertise is in the development of the dendrimers; it is much more sensible that companies that wish to add a dendrimer product to their R&D line work with Starpharma and combine their expertise, rather than take over the company and try to come to grips with the myriad other potential applications, let alone the technology inherent in the development of dendrimers themselves.
The value of the condom application to Stapharma is immense. It provides validation of the dendrimer/Vivagel concept; hopefully it will also validate the model that the board has developed - a deal that is mutually beneficial for both Starpharma and SSL.
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Vivagel.Durex
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C,
Thanks for your reply. Interesting thoughts. I am curious though, if these results and antiviral activity are so positive/promising, why hasn't the rest of the world taken notice?
Same question for the condom application: if this is for real; if this really works-does as it promises; and, SSL is really taking this too market, 1) what is taking so long (over 2 years in the making and still 2 years away?) why hasn't the rest of the world, or at least the investment community taken notice?
I too hope that SPL does not sell out, but I am not very confident they wouldn't -if all these promises were for real (I am not sure that they are). As evidenced by the most recent capital raising, lots of shares, went for very cheap; LOTS! And no vote or opinion from shareholders was considered what so ever.
My hope is that this will change in the next several months: information, greater transparency, and greater consideration of shareholder interest, etc. I am surprised none of these issues concern you. |
Edited by - Vivagel.Durex on 01/08/2010 05:31:38 |
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Take the MONEY??????
