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Author Message  holycow Member Username: holycow Post Number: 754 Registered: 08-2004 Rating: N/A Votes: 0 Friday, January 28, 2005 - 09:14 am:     LIP Daily 1) I like pharmaceuticals especially with the FTA, generic drugs will become more popular than ever (read cheap) if the cunning big (killer) drug makers have their way... 2) BUT, not like this! I think the stock is oversold, just wait for a few days before you try picking bottom - wait for the sellers to clear out first. HC "... if you've got a chart, I have an opinion!"  dogalog Member Username: dogalog Post Number: 720 Registered: 03-2004 Rating: N/A Votes: 0 Friday, January 28, 2005 - 11:02 am:     On your point 1) above hc. I thought generic drugs were unpopular with the large drug companies because their patents were got round ie monopoly broken. Generics allow smaller labs to manufacture,let other companies into the market,in fact for companies in countries like India to supply at cheaper rates.A pill press and some ingredients is not necessarily high-tech,capital intensive,rocket science,so to speak. Is this not so,to your knowledge? Do Major drug companies really like generics? regards, jr  holycow Member Username: holycow Post Number: 755 Registered: 08-2004 Rating: N/A Votes: 0 Friday, January 28, 2005 - 12:20 pm:     Dr, Sorry for my poor English... what I meant was: 1) generic drug is cheap to manufactured hence it's cheaper; 2) with FTA, the big drug companies from the USA are trying hard to play politics by forcing the government to withdraw drug subsidy and they are also trying hard to get their patent extended; the rumour in the news is the Howard government may have to withdraw some subsidy under this pressure. If this were to be the scenario then I'd expect the reduced subsidy would force many hospitals/patients to seek out cheaper generic drug. 3) you are right in pointing out the error and thanks for that. 4) the potential "downside" to local pharmas is they may face very strong competition from India, and possibly some from China... my guess here. Cheers. HC "... if you've got a chart, I have an opinion!"  dogalog Member Username: dogalog Post Number: 721 Registered: 03-2004 Rating: N/A Votes: 0 Friday, January 28, 2005 - 05:06 pm:     HC, Never apologise for poor english,not when your actual analysis can be so beneficial[like in getting me out of KIA[knights]. However i would consider it a favour if somewhere you put the Company's name not just its ASX code.My reading is always about companies by name.I have nix enough brain cells left to remember a company's code! I haven't read up on The Drug Companies of America's latest actions to make any comment,other than to say generics will do me,most prescriptions i get are covered by a generic so as we say in Oz"I'm alright Jack" HC is there any talk that goes with your chart in Bizarre World[LNG ?]to me it just looks like it's going to hit my mythical 50 cent resistance.It's gunnerdo a lot it says with little money relatively speaking.Don't you agree? I'm off for a few days,trouble abrewing. regards, jr Subscribe to our FREE monthly updates Subscribe to regular Incredible Charts updates, with new articles on Trading Strategy, Trading Psychology, Money Management, Tricks of the Trade, New Indicators and the Economy.  holycow Member Username: holycow Post Number: 763 Registered: 08-2004 Rating: N/A Votes: 0 Friday, January 28, 2005 - 06:20 pm:     LIP, LIPA Pharmaceuticals Ltd (from Commsec) Business Description Lipa Pharmaceuticals (LIP) is a complementary healthcare contract manufacturer for Australian and international distributors. Lipa produces the products in tablet dosage form and operates a purpose built factory in Minto, southwest Sydney. Company Strategy Lipas strategy is to grow aggressively without compromising its service and quality of goods. This will be achieved through continued focus on existing customers ensuring satisfaction and customer loyalty whilst strong commitment to product quality. Expanding customers and new product development will be a priority to achieve top line growth. Lipa will look for new customers offshore where markets are not as regulated as Australia. Lipa´s growth will mainly come from 3 avenues; these are investing in new dosages forms in liquid and creams, export markets and production expansion. The company´s aim is to be a high volume manufacturer while remaining competitive in the dynamic complementary medicine (CM) industry Growth will come from increasing plant capacity at its Minto plant. Work has commenced on the extension which is budgeted to costs approx. $14m. Following a review of growth prospects, LIP has increased orginal extension plans, maximizing available land and providing enhanced production capabilities for new and existing dosage forums. Constructuion is expected to be complete in the second half of the 2005 calender year. Part of LIPs strategy is to work as a partner with customers, not just as a manufacturer. This has resulted in an established base of loyal brands including Blackmores and Natures Way. (I think the following is "old" info, most likely trailing 12 months) Lipa Pharmaceuticals reported an NPAT of $9.6m for FY04. The result supersedes the prior periods profit of $3.8m due to significant topline expansion and cost management strategies. LIP achieved record sales of almost $78m, up 44.5% on the pcp, consistent with prospectus forecasts. Revenue growth was mostly attributed to increased sales to exisiting clients. EBITDA was $15.1m, up 120% on the prior period as margins increased from 12.8% to 19.5%. This was a result of management focusing on cost management strategies, economies of scale and improved purchgasing efficencies. Capex for the year totaled $2m directed on improving capacity utilization and purchases of new high capacity equipment. The investment will enable LIP to increase production of solid dosage form products and provide greater flexibility with servicing increased customer demand. HC "... if you've got a chart, I have an opinion!"

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