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Catalyst ups Neptune and Acasti:
http://howardgroupinsightnewsletter.blogspot.ca/2012/06/catalyst-research-ups-neptune-acasti.html
Neptune will lay a potential golden egg.
Positive article from Alpha
http://seekingalpha.com/article/569161-potential-golden-eggs-in-the-basket-of-neptune-technologies-bioresources?source=email_rt_article&ifp=0
Neptune confirms it's place in the Australian Market
Neptune Confirms Its Pre-eminence in the Australian Market
Neptune Technologies & Bioressources Inc. NTB
5/8/2012 8:00:42 AM
Neptune Confirms Its Pre-eminence in the Australian Market
LAVAL, Quebec, May 8, 2012 (GLOBE NEWSWIRE) -- Neptune Technologies & Bioressources Inc. ("Neptune") (Nasdaq:NEPT) (TSX:NTB) announces that Aker Biomarine's newly granted Australian patent (AU2008231570) has no impact on Neptune's position as the leading krill oil provider to the Australian market.
As Neptune was exploiting or had taken definite steps to exploit its krill oil prior to the earliest claimed priority date of Aker's patent application, under Australian patent law Neptune has a complete defense to infringement due to prior use. This means that Aker's patent is unenforceable in relation to Neptune Krill Oil. In fact, Neptune believes that Aker's patent is most likely invalid, including in view of publications by Neptune and others which predate Aker's patent.
Contrary to Aker's statement that it has obtained the first granted and enforceable krill oil patent in Australia, Neptune notes that it is the exclusive licensee of a foundational patent for krill oil extraction (AU1999064552) that was granted in January 2004 well before Aker filed for Australian patent protection in March 2008.
Furthermore, Neptune's own patent application in Australia (AU2002322233), filed in July 2002 (over five years before Aker's patent application), which claims krill oil with the key compositional features of Neptune Krill Oil, creates a considerable commercial impediment to the sale of Aker's krill oil products in Australia. This patent application rightfully reflects Neptune's role as the pioneer in the krill oil space, and Aker has opposed it. Neptune is aggressively defending its position that the Australian Patent Office was correct in accepting this patent application and fully expects that Aker's opposition will be dismissed and the patent will be granted in due course.
As stated by Henri Harland, President and CEO of Neptune, "Aker's new patent has no bearing on our business. We are confident that our own existing and soon to be issued patents ensure that Neptune's leading role in the Australian market will remain for many years."
NTB posssibly doubling + stock dividends for Neo.
Equity Briefing: Exec hints at doubling revenues and a possible spin-off dividend for NEPT investors
* Reuters is not responsible for the content in this press release.
Wed Apr 25, 2012 2:46pm EDT
Wael Massrieh, the VP of Scientific affairs for Neptune Technologies and Bioresources (NASDAQ: NEPT), in a videotaped interview on Wednesday hinted that his firm will see a substantial increase in revenues due to their plant expansion roll-out.
"Our previous capacity was 150 metric tons before we started the expansion. The capacity is actually going to go up to 300 metric tons by the end of the year. So that actually means that we're going to end up doubling our revenues by the end of the year if the whole capacity is capitalized on.
Neptune has considerable ownership stakes in the subsidiary Acasti Pharma (TSX:APO). That intriguing biotech spin-offs seeking to develop and exploit pharmaceutical applications for marine omega-3 phospholipid bioactive ingredients in huge multi-billion dollar markets, each with vast unmet needs.
Massrieh also hinted that Neptune shareholders may soon be given an opportunity to own shares of a new biotech spin-off shortly.
"This company is actually called NeuroBioPharm and it will be spun off in the next couple of months," explained and it's going to follow a very similar strategy to how Acasti was successfully spun out. The idea there is basically is that the Neptune shareholders will actually have access to ownership of NeuroBioPharm before it actually even starts trading publicly."
Volume in the stock was trading at levels much higher than average, on Wednesday with official announcements set to follow.
Article talking about a Neptune breakout to upside soon.
http://seekingalpha.com/article/510771-2-big-board-biotech-breakout-candidates-with-reasons-to-run?source=email_rt_article&ifp=0
Karry
Today's article on Neptune and Acasti:
http://seekingalpha.com/article/478341-neptune-going-all-out-for-the-krill-with-its-nko-punch?source=email_rt_article&ifp=0
Karry
Great Article for Neptune and Acasti
http://www.biomedreports.com/2012040292242/co-founder-of-biotech-powerhouse-imclone-systems-sees-perhaps-even-greater-potential-at-neptunes-subsidiary.html
Once Acasti is listed on the US stock market we'll see a big bump.
Karry
More info on Acasti shares:
http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20120213&archive=infolink&slug=245649
Karry
Acasti Pharma :sub of Neptune
Acasti Pharma Announces a Private Placement Financing of Approximately $2,000,000 CDN
Laval, Québec, CANADA – February 7, 2012 – Acasti Pharma (“Acasti”) (TSX.V.APO), announces it has received from Dr. Harlan Waksal, Acasti’s Executive Vice-President, Business & Scientific Affairs, and Neptune Technologies & Bioressources (“Neptune”), Acasti’s parent company, commitments to purchase, by way of private placement, Acasti capital stocks for total net proceeds of approximately $2,000,000 CDN (the “Offering”).
Dr. Harlan Waksal has committed, subject to customary conditions, to purchase for an aggregate consideration of $1,000,000 USD, 750,000 units of Acasti composed of (i) 750,000 class “A” common shares in the capital of Acasti at $1.33 USD per share, and (ii) warrants to purchase 750,000 additional shares. The warrants to purchase additional shares will be exercisable at a price of $1.50 CDN and will expire 36 months following their issue date. The warrants will be vesting over a period of two years and portion of such warrants will be subject to the achievement of certain agreed upon and predefined milestones.
Neptune has also committed, subject to customary conditions, to purchase 750,000 class “A” common shares in the capital of Acasti at $1.33 CDN per share, for an aggregate consideration of approximately $1,000,000 CDN.
The net proceeds of the Offering will be used for general corporate purposes (working capital). All securities issued in connection with the Offering will be purchased by persons or entities related to Acasti.
A must read from the Howard Group on Neptune and Acasti
http://www.howardgroupinc.com/Portals/0/neptune/research/NTB_byronResearch_jan1712.pdf
Karry
Neptune financial results.
http://finance.yahoo.com/news/Neptune-Reports-Third-Quarter-pz-1816444201.html?x=0
It is obvious that R&D expenses with Acasti impacted NTB results.
Karry
Wonderful review for Acasti Pharma (subsid. of Neptune) Looking good!!!
http://www.marketwatch.com/story/healthcare-investment-conferences-buzzing-with-chatter-and-activity-2012-01-13
Karry
Acasti Pharma to present On Jan. 11th.
http://howardgroupinsightnewsletter.blogspot.com/2012/01/acastis-dr-harlan-waksal-to-present-at.html
Karry
Neptune Plant Expansion
Neptune Technologies and Bioressources, a manufacturer of phospholipid products for the pharmaceutical industry, has announced the commencement of its Phase I plant expansion at Sherbrooke, Québec.
The company hopes to generate an additional production capacity of more than 150,000kg per year within a year.
The expansion of facility will be executed in two phases, leading to production up to 500,000kg of Neptune Krill oil per year.
Neptune CFO André Godin said the expansion would enforce their manufacturing position and increase the supply of its products.
"This new production line will secure supply for the increasing demand, allowing for incremental gross margin, as well as providing additional production capacity for new products currently under development," Godin added.
Have a good day,
Karry
Neptune taps into China.
The last sentence says a lot. Most of the public are still unaware of the benefits of Krill.
http://www.foodnavigator-asia.com/Business/Neptune-tapping-into-China-s-supplements-market
Have a good day,
Karry
Neptune to trade on TSX next Monday.
Here is the article.
http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20111124&archive=infolink&slug=239209
Karry
Dr. Oz recommends NTB
This is a great boost to what we already know. Now to get everyone else on board.
http://howardgroupinsightnewsletter.blogspot.com/2011/11/neptune-dr-oz-says-krill-omega-3-is.html
Have a great day,
Karry
Thank you Mlk:
The Howard group just gave Neptune a good report:
http://howardgroupinsightnewsletter.blogspot.com/
Have a good day
Karry
Neptune receives TSX Conditional Approval
http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20111027&archive=infolink&slug=236260
glta
Karry
Thank you everyone
Sorry you haven't heard from me of late. I'm not well plus been having computer problems. Thanks to all who are keeping this board going with the recent news. Hope to be back soon.
Karry
Neptune comments on earnings decline and reappointment of Howard Group.
http://www.naturalproductsinsider.com/news/2011/08/neptune-says-ifrs-behind-earnings-decline.aspx
Karry
Neptune reports
http://finance.yahoo.com/news/Neptune-Reports-First-Quarter-pz-773624639.html?x=0
Lots of links out there for their quarterly report.
Karry
Web Link was wrong about today's earnings release.
Sorry about that. Probably best to wait for Neptune for a press release than any other web site.
The dive in the stock market today sure hurt everyone.
GLTA
Karry
Regarding Earnings Release
I don't see the earnings release date on Neptune's site but this link says it is today. Hope so.
http://www.dailyfinance.com/earnings/neptune-technologies-and-bioresources-inc/nept/nas
Karry
Great News for the Omega 3 Market.
I'm not sure but I believe Neptune has won the patent infringement case against Aker. If so, this is a big win for Neptune.
http://www.nutraceuticalsworld.com/contents/view_online-exclusives/2011-07-25/great-news-for-the-omega-3-market/
Karry
Earnings release today Aug. 4th.
I believe it will be at 6 pm.
GLTA
Karry
Sunday read:
Be sure to bring up the link that is within my post #84. It is a long impressive read that really justifies a long term investment in Neptune and Acasti.
Enjoy your Sunday,
Karry
Analyst puts target price on Neptune to $9.00
http://howardgroupinsightnewsletter.blogspot.com/2011/07/us-analyst-12-month-neptune-shares-at-9.html#en
Karry
Catalyst Research Report on Neptune today.
A long read but very informative on all aspects of Neptune Technologies.
http://www.eresearch.ca/_report/NTB_072811-U.pdf
I'm impressed!!
Karry
Welcome Tasha
Yes NEPT has all the patents. For a good overview please read all the articles posted by myself and other members of this board which will bring you up to date on this stock.
Karry
The BioMed Report on Neptune & Acasti
mentioned in previous post
Go ahead into Phase II and recent appointments make NEPT even more attractive to investors PDF | Print | E-mail
Written by M.E.Garza
Tuesday, 26 July 2011 01:30
Key developments over the past few weeks have made Neptune Technologies & Bioressources' (Nasdaq:NEPT) low risk story even more attractive to biotech speculators. We first introduced Neptune to our premium subscribers in a special trade alert on April 13th when the stock was $2.40 per share. Since then, the stock has nearly doubled in price and finds itself trending higher within a strong upward channel pattern.
We continue to be very excited about this story, and believe even more strongly that after the developments discussed below, Neptune may be positioned to beome the next Amarin (Nasdaq:AMRN )-- whose shares we also covered at $7.19 in March and saw rise to over $19.50 in May. Indeed, the further one digs into the Neptune story, the more it appears to have even more potential than Amarin.
Neptune Technologies and Bioresources presents significant value and opportunity
Analyst issues $6 dollar price target on Neptune
On June 30, Neptune's majority-owned cardiopharma subsidiary, Acasti Pharma (TSX-V:APO), got the go ahead to proceed with a 429-patient Phase II clinical trial in Canada. This is significant because biotech purists were still looking at Acasti as merely a pre-clinical stage company up to this point; now, Acasti is a clinical stage company by any standards--Phase II to be exact. (Note that right up until the company got the Phase II go ahead, some investors were arguing that Acasti would never be able to develop a drug candidate from krill oil. Those arguments and risk are now off the table.)
Now that Acasti's drug candidate CaPre is actually in a Phase II trial, we argue that Acasti can already be valued equivalently to a successful Phase II company.
How is this possible? Think of it this way: Whether a company is in Phase I, Phase II or Phase III, it is valued on the basis of some discounted probability of success in getting its drug candidate through Phase III and getting it approved by the FDA as a drug; the key is that Acasti's krill-oil derived Omega-3 marine phopsholipid oil has a materially greater chance of experiencing success in Phase III than a novel synthetic compound that has already made it through Phase II.
This is because novel synthetic compounds that have made it through Phase II still have a material chance of getting tripped up by some unexpected interaction, or demonstrating a heretofore unforseen form of toxicity that kills the trial.
On the other hand, years of accumulated data on marine Omega-3s and a rapidly growing body of knowledge specifically around krill-derived marine Omega-3s gives us a very high degree of confidence that Acasti's drug candidate CaPre is almost certain to generate efficacy data which is better than both GlaxoSmithKline's (NYSE:GSK) billion-dollar pharmaceuticalized fish oil drug (Lovaza) AND Amarin's drug candidate (AMR-101) across some or all markers of cardiovascular disease.
As importantly, the accumulated knowledge on marine Omega-3s and krill-derived marine omega-3s tells us CaPre has virtually no chance of any demonstrating any form of toxicity. Hence, we conclude that there is a higher probability that CaPre successfully makes it through Phase III and is approved as a drug than just about any novel synthetic compound that has successfully completed a Phase II trial. Hence, we feel comfortable in our contention that it is appropriate to value Acasti as if it aready had a successful Phase II trial under its belt.
So what kind of valuations get applied to PhaseII companies in cardiovascular indications? The bookends for a valuation range can be seen if one looks at Resverlogix (TSE:RVX) and Esperion (acquired):
1) Resverlogix, which had a drug candidate that was supposed to boost HDL, had a market cap between $300 million and $400 million simply while it was in PhaseII (specifically, just after Resverlogix announced they were going into a PhaseII trial, and in the 2 months leading up to the release of the results);
2) Esperion was acquired by Pfizer for $1.2 billion after a successful Phase II trial.
It doesn't seem impossible to suggest that between now and the (assumedly successful) completion of Acasti's PhaseII trial, one could see a market cap somewhere between $300 million and $1.2 billion for NEPT.
While purely anecdotal, personal lipid and cholesterol benchmarking tests by some of my colleagues have shown some impressive results- despite their initial disbeleif in the curative properties previously reported by others.
Several colleagues who took a 1,000mg/day dose of Neptune/Acasti's Onemia, saw their triglycerides decline by over 50%, their HDL go up by over 100%, and their LDL decline by about 20%. There are more than a few personal and non-clinical reviews and endoresements from those who suffer from high cholesterol and have already taken, Onemia-- currently-available as Acasti's 'Medical Food' product, which in terms of formulation is somewhere between NKO, Neptune's currently-available nutraceutical product, and CaPre, Acasti's actual drug candidate. These types of stories are what led Neptune to pursue clinical trials originally.
Amarin Corporation, which BioMedReport readers are quite familiar, has a market cap of well over $1.7 billion on the basis of successful Phase III trials showing that a 4,000mg/day dose results in a 21.5% decrease in triglycerides, a 6.5% decrease in LDL, and no change in HDL. Imagine what will happen to NEPT if Acasti's PhaseII trial shows results anything like the personal results of countless consumers cited above.
But anecdotal results like those beg the question: Can krill oil (and pharmaceuticalized krill oil) really be that much better than fish oil (and pharmaceuticalized fish oil)? Very likely, the answer is yes. Note that Acasti's marine Omega-3 oil shouldn't be confused with fish oil. As we pointed out in our introductory report on Neptune, krill oil is superior to fish oil for at least 2 reasons:
1) Krill oil is the only source of Omega-3s that carries that Omega-3s on phospholipids. (For example, fish oil carries the Omega-3s on triglycerides.)
2) Krill oil is the only source of Omega-3s that also carries a powerful antioxidant, astaxanthin.
Why these 2 differences are responsible for the far greater efficacy of krill oil over fish oil will have to be the subject of its own future write-up, but one of the consequences of these differences is that 90%+ of the Omega-3s in fish oils actually pass straight through you, unabsorbed, while 90%+ of the Omega-3s in krill oil are actually absorbed by your body. Again, I think its fair to say that the more investors have begun to dig into the Neptune story, the more excited they have become.
Latest developments: 2 World-Class Biotech Entrepreneurs Join Neptune Family
•On July 5th, Neptune announced that Dr. Anthony Holler joined Neptune's Board of Directors. Dr Holler was a co-founder of ID Biomedical, a company which GSK acquired for $1.7 billion in equity value. Dr Holler's global network in the biotech and pharma worlds, his clinical knowledge, and approach to company-building will add a valuable dimension to Neptune and Acasti, enhancing the company's ability to create shareholder value. Those who invested in and stuck with ID Biomedical through to the eventual $35/share exit will relate wholeheartedly to our excitement about this development.
•On July 20th, Neptune's cardiopharma-focussed subsidiary Acasti announced that Dr. Harlan Waksal had joined Acasti as Executive Vice President, Business and Scientific Affairs. Stunningly, this was not a board addition--Dr Waksal actually joined the company! In case anyone needs reminding, Harlan Waksal was one of 2 co-founders of Imclone, which was sold to Eli Lilly for $6.5 billion during the second half of 2008. Harlan was, at various times, Chief Scientific Officer. Chief Operating Officer, President and CEO of Imclone. At Acasti, Dr. Waksal will be guiding the development of the company's strategic plan, especially the clinical strategy and development program for Acasti's Investigational New Drug (IND) with the Food and Drug Administration of the United States.
Sophisticated life sciences investors know that Waksal was largely responsible for developing both the scientific platform and the business platform for the success of Erbitux. His $6.5 billion blockbuster success with Imclone allowed him to pocket about $300 million.
We know that Harlan Waksal is not doing this because he needs a job, and we know that he would not be getting involved in "something small." One can only surmise that he sees an incredibly exciting opportunity to play a pivotal role in bringing an important drug to market, and the opportunity to make a difference- yet again- in "something big". Our take is that Harlan can play a substantial role in building shareholder value at Acasti and Neptune, just as he did at Imclone.
It goes without saying that the go ahead into Phase II, and the 2 recent appointments, represent the beginning of a new era for Neptune and its subsidiary Acasti. The appointments, are specifically symbolic of a new confidence and willingness to bring in experts who have "been there, done that." This shoud help the execution of this evolving multibillion-dollar play. I'm excited that we could help our readers feel like investors who are part of something big at NEPT.
Today's news article
Report: Phase II Assent and Recent Appointments Make NEPT Even More Appealing
Neptune Technologies & Bioresources (MM) (NASDAQ:NEPT)
Intraday Stock Chart
Today : Tuesday 26 July 2011
A special report cites the appointment of two world-class biotech entrepreneurs, as well as other key developments over the past few weeks, as reasons why Neptune Technologies & Bioressources (NASDAQ: NEPT) has become even more attractive to speculators in the biotechnology space.
In late June, Neptune's majority-owned cardiopharma subsidiary, Acasti Pharma, got the go-ahead to proceed with a 429-patient Phase II clinical trial in Canada. This is significant because some had argued that Acasti would never be able to develop a real drug candidate from krill oil. Those arguments and risk are now off the table.
On July 5th, Neptune announced that Dr. Anthony Holler joined Neptune's Board of Directors and on July 20th, Neptune's subsidiary Acasti announced that Dr. Harlan Waksal had joined their firm as Executive Vice President, Business and Scientific Affairs.
Dr. Holler was a co-founder of ID Biomedical, a company which GSK acquired for $1.7 billion in equity value. Dr. Holler's global network in the biotech and pharma worlds, his clinical knowledge, and approach to company-building should add a valuable dimension to Neptune while enhancing the company's ability to create shareholder value.
Dr. Waksal was one of 2 co-founders of Imclone, which was sold to Eli Lilly for $6.5 billion during the second half of 2008. Waksal will be guiding the development of the company's strategic plan, especially the clinical strategy and development program for Acasti's Investigational New Drug (IND) with the Food and Drug Administration of the United States.
A detailed special report on the significance of these important developments and what they mean to the perception of the company by investors is available now at:
http://biomedreports.com/2011072670603/go-ahead-into-phase-ii-and-recent-appointments-make-nept-even-more-attractive.html
In addition, investors interested in accessing BioMedReports' new complete database of clinical trials and upcoming FDA and world-wide regulatory decisions which can be used to make more profitable trades can go to:
http://biomedreports.com/access-our-exclusive-fda-and-clinical-trials-calendars.html
News developments and live healthcare sector updates are available constantly via twitter at: http://twitter.com/BioMedReports
About BioMedReports.Com
BioMedReports is a news portal covering the biomedical news and financial sector. BioMedReports is not paid or compensated to report the news and developments of publicly traded companies in the healthcare sector of the markets. Full disclosures and information about these stocks and news are available at BioMedReports.Com
Neptune quarterly report on or before Aug. 20th.
Also, as in this article Acasti welcomes Dr. Waksal to it's board. His credentials and expertise is in the following article.
http://www.theglobeandmail.com/globe-investor/news-sources/?date=+20110721&archive=infolink&slug=227104
P.S. Ended up I didn't take my computer in for repairs today (too hot)which can wait for another month.
HAGD
Karry
This is the information from link in previous post
Looking good!!!!
http://www.howardgroupinc.com/Portals/0/neptune/research/NTB_research_July2011.pdf
Karry
New price target on Neptune!!
http://howardgroupinsightnewsletter.blogspot.com/2011/07/neptunes-target-share-price-hiked-to-7.html#en
HAGD
Karry
PS. I won't be posting for a few days due to computer going in for repairs.
Can't find any date for quarterly report.
Wonder what's up.
Karry
I too was surprised at no date for their quartery report on Neptune's website. Also, I finally called my broker to find out why the Acasti stock rights was not showing in my account. They looked into it and told me it would show up on my account on Monday. They apparently didn't know anything about it. So if anyone from Canada is entitled to these rights and they are not showing in their accounts they should call their broker.
GLTA and have a good weekend
Karry