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Zorba77

814 Posts.

19/12/16

12:33

Post #: 21433151
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Originally posted by forrestfield ↑

Posted this at STT... Thought it might have some relevance here:

Market cap 52m, cash 32m approx and no debt.
ADR is a manufacturer of smart inhalers for respiratory diseases such as Asthma.

Why I like it? few points
1.Top 6 holding 50.3% of the company and top 20 holding 83%.
2.Recent raise at 50c from Fidelity International.
3.A constant seller at these levels which should be done any day now keeping in mind off market transfer of $750k last week.
4.First JV with AstraZeneca - giant biotechco worth $78b... AstraZeneca using smart inhalers for COPD study and if successful it would be game changer for ADR... If successful Astra might use these inhalers for their two drugs generating some $4.4b revenue... Astra drungs are called Symbiocart and Pulmicort... Could be a real monster like a few baggers only if successful which IMO is highly likely... As ADR has been trialing their products for 15 years and have done many successful trials...
5.Focusing on supplmentary agreements with 3 large companies... Logos of GSK Novartis and Boehringer shown in the preso announced on 26 October 16 page 12...
6. Multiple products nearly 20 smart inhalers. Due to the use of these inhalers, 59% improved mean adherence in adults and 180% in children.
7. FDA Approval Expected before the end of 2016.

Some exciting achievements:
The company is already in revenue stage with the technology already developed. It has multiple revenue streams. Over 70 registered designs and 10 patents with 22 pending. Already over 89,000 devices sold even though the company only recently started with a soft commercial launch. Huge potential as they expand into major markets

Some other key points making this co a very exciting investment opportunity IMO...

- Multi-billion dollar market, company information quotes $50 billion. With EV of only $30 million ADR only need to capture a small slice of the market to be hugely successful.

-The Smartinhaler platform already used in over 30 countries and 65 projects and listed in 56 peer review journal articles.

- Clinical data has proven the Smartinhaler platform can improve medication adherence by up to 59% in adults, 180% in children and reduce severe episodes by 60% in adults

- Agreement with AstraZeneca, one of the world’s largest pharmaceutical companies. ADR retains its intellectual property under the deal

- ADR had an oversubscribed IPO at $0.50 in August 2015 and reached a high of $0.72. Currently trading near all time lows. July 2016 $8million raised from investors at $0.50 per share.

- The board is extremely experienced with many previous successes in the biotech and healthcare sector. The capital structure is tightly held with the majority of stock held by a small number of investors.

The company has FDA 510k application filed and is targeting approval by the end of 2016.

This is a no buy recommendation. Please double check facts and figures. Buy sell or hold is based on individual risk appetite.

Cheers

Expand

Thanks for the research FF
This does look promising
My goal here is to get a better entry than you

ADR Price at posting: 33.0¢ Sentiment: Hold Disclosure: Not Held
2 Upvote

0 Great analysis

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Last 0.9¢		Change 0.000(0.00%)		Mkt cap ! $6.827M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
11	1807467	0.9¢

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Price($)	Vol.	No.
1.1¢	772755	2

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No.	Vol.	Price($)
11	1807467	0.009
5	944995	0.008
6	1434500	0.007
3	1798333	0.006
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Price($)	Vol.	No.
0.011	772755	2
0.012	554719	3
0.013	500	1
0.014	80000	1
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