1152 replies to this topic

[nosh]

https://twitter.com/...0841869312?s=20

[Investment novice]

Nice big trade at market close. Seems like market sensitive information is always leaked.... Asc confirms drug..... Hopefully they will get permission to sell that everywhere....

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[Investment novice]

Yesterday question asked about why did ascendis not make a noise around dexa... Think it was wise not to...... All Rand hedge counters should be seeing some renewed interest...... And this share has close to 50% of revenue in Rand, previous private equity deals were based on a euro pricing. Does it seem rediculous that this company can be worth its market cap.......
But the market is the market..... Amazing to see hotels go up in price...

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[Investment novice]

Ascendis has generic for dexamethasone. Dexa is an old drug. Routinely used. Remedica selling tons of it already from March. Hospitals have been stockpiling. And using... The research and media aware now but drs have already been adding this to their treatment regimes. Now with data they will add with more conviction and probably sooner and more liberally....
As we said in previous posts covid for some reasons plays directly to ascendis strengths... There are multiple business lines for supportive care, diagnosis, preventative and treatment that are being pumped... Mscientific group sells pathology testing machines that are compulsory for covid wards and now used all over hospitals and consumables for those.... Their equipment used by big labs in SA.... And now they cant keep up with orders... They have blown the ceiling... Sales through Africa internationally.... Many of these machines will still be required post covid and this is long term business as is the standard now for evaluating flues and infections..... Have been speaking to medical experts.... Since march.... And they seem to be also pumping these shares... Or buying that. Is..
. Time will tell........ There is a device called ecmo....... Used for icu patients. Massive demand apparently..... You should all do your own leg work..... MI am just sharing the info I got.... I have a massive stockpile of these shares.... Would love for to get the financials or for them to duelist as there locked in value is rediculous..... .....

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[nosh]

A clinical trial found that the steroid treatment reduced the death rate in patients requiring respiratory intervention as a result of Covid-19.
Shares of Aspen Pharmacare and Ascendis Health rallied yesterday after dexamethasone, a steroid treatment distributed by both companies, was found to reduce deaths in Covid-19 patients

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which steroid does ascendis distribute?  Also dexamethasone?

Aspen has rights to and makes and distributes dexamethasone

[budfox]

Yet another reason for ascendis
Enjoy the rally friends.... Take off imminent whether you agree or not....

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Strapped in and ready for take-off

[Investment novice]

Yet another reason for ascendis
Enjoy the rally friends.... Take off imminent whether you agree or not....

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[Investment novice]

A clinical trial found that the steroid treatment reduced the death rate in patients requiring respiratory intervention as a result of Covid-19.
Shares of Aspen Pharmacare and Ascendis Health rallied yesterday after dexamethasone, a steroid treatment distributed by both companies, was found to reduce deaths in Covid-19 patients

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[Investment novice]

Don't think this impacts share.any studies already said its not the miracle cure... But still used outside of hospital.... See Andy post on all other product lines that are pumping due to covid.

One question which I can't see any info on is the impact of the margin calls on this share. It's a fantastic opportunity for us. But how do we as shareholders get protected from this.... Jse should have some protection for shareholders....



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[nosh]

From twitter

"And here is the breaking news we have all been waiting for:

@WHO

has decided to stop giving #hydroxychloroquine in its Solidarity trial.

5:54 PM · Jun 17, 2020·TweetDeck"

 

 

 

https://twitter.com/...1344726017?s=20https://twitter.com/...1344726017?s=20

[andi222]

After reading the Aspen SENS out today could 1 of the followers/guru's on this thread answer why Ascendis hasn't to date released a SENS of similar or even more pronounced detail regarding their products...?

I would like to get on this boat but I need more than an internet chat room to convince me....

Thanks in advance..

 

Hi Soutie, they have released a very detailed statement on 9 April 2020. You can read up on the impact on their products. It sounded very promising for AsC

[SB45]

I guess soon enough we will find out how they have performed when their results come out in the next few months.

[soutie]

After reading the Aspen SENS out today could 1 of the followers/guru's on this thread answer why Ascendis hasn't to date released a SENS of similar or even more pronounced detail regarding their products...?

I would like to get on this boat but I need more than an internet chat room to convince me....

Thanks in advance..

[andi222]

I checked the latest SENS on disposals and it looks like they are still holding between 3 and 4.5% of the shares. This was November 2019 so not sure if they have disposed of all shares by now. 

But this is one of the biggest reason why this share is at R1. C2C was forced to sell shares.

[Investment novice]

I could be wrong with c2c... They may have a few left, but not significant enough to move the price..... The base is nice at r1, also the PE is rediculous, and this company is so cheap, setup for an acquisition.
And as you outlined... The financials for a going concern and the debt rearrangement this is so crazy. Think market needs a set of financials similar to eoh.. Before the fire is lit. Have read lots of comments elsewhere where many say they happy to get on board... After the market starts to go crazy.... So can expect many days of pump..... Risk.... Issue..... Many may miss this boat as it could go to r4 on day one... And then the gain after to r10....... Which will still be great.... But imagine..... Getting in at r1 and riding to r10....

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[Investment novice]

Hi c2c is out which is fantastic. There is alot of interest in the share. I picked up a nice bunch at r1. 00, could not get an order at 95c.
I am happy to hold this share for a few years......

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[andi222]

Geez volumes are high today. Wonder who is still selling at this price. IN do you know if C2C has sold off their holding yet due to margin calls? Or are they still holding some shares which are currently being sold?

[Investment novice]

Does not work in end stages... But people using out of hospital and as prevention... Look sales over logic...... Either way this company has a number of product lines that are pumping now.. Not just the chloroquin.....the ecmo devices are high high end products. Many products are 40-50% margin lines.... The company sells pathology equipment required in icu by the scientific group...... And definately required to monitor any hospital patient.... They are pumping.... But don't take my word for it...... Share pruce has formed a nice base....... Lets see the future...... Also.... Note the current price is mainly from margin calls... This is a manipulated share victim to margin call dumping and poor regulation by jse..... Expect a very very nice reversal soon......

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[nosh]

Lancet and new England medicine... Google.... The editors now confess false reports forced by big pharma to discredit chloroquine.
Many countries using this..... Be great to see ascendis sales figures internationally......
We should expect more on this soon....
..... Everything setting up nicely.... Base in for this share.....

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yes , but many countries such as India and UK, coming out and saying they find it doesnt work

[andi222]

Did a technical Analysis on ASC and just noticed the massive Gap that still needs to be closed between 2.62 and 2.83. Wonder how long it will take to close this Gap.