We, BIEL & Electrome, are fast approaching the ‘sweet spot’, super cheap shares still available, where early evidence indicates continued success. The naysayers, the bashturds, are shrieking at a fever pitch; enough to embarrass a screaming banshee, https://irishmyths.com/2022/07/25/banshee/. The commentary from both sides is virtually the same. The difference this time is lessons learned the hard way, experience (fr. BIEL) and operational commitment (fr. Electrome). Past disappointments prevents any significant share price appreciation. There is debt overhang and 24B OS. Both will be dealt with when the time comes, not before. There is the ‘Pink Limited’ designation that prevents widespread share buying.
All true. We, the loyal longs, know all this and yet, here we stand, buying more shares when we can, investigating every tiny clue and/or tidbit, however seemingly unimportant, waiting for the moment when the blurry images come into focus. Then the ‘sweet spot’ will have vanished before you ever knew it was there. Avoid this fate if circumstances allow. There are damn few opportunities in the volatile OTC market w/ this much asymmetrical upside. Capital Factory (CF) is onboard. And you think you have more insight than the whale investors at CF? Oh, please.
https://www.haleon.com/who-we-are/strategy
The next big event will be positive verification of a full-blown marketing campaign for Actipatch/RecoveryRx in the VA and the pharmacies. CMMS, and possible insurance coverage, is waiting in the wings. Still, the bashturd/banshee screams will be deafening and equally pointless in scaring away potential investors. If we build it they will come. Patients want more effective and less invasive pain treatments. Given half a chance they will find it in the VA, CMMS, local pharmacies, and hopefully worldwide w/ Haleon.
A Voltaren/Actipatch combo patch is a game changer. Don’t forget Haleon has a multi-year contract w/ UEFA, pro soccer; #1 in Consumer Healthcare; £11 billion in revenue in 2025; 23% (#1) market share in over-the-counter Pain Relief; on retail shelves everywhere from London to Tokyo, Latin & South America, and Africa.
** in ref to rodman, post 9711 ref: FDA treatment of the patch/gel combo - Haleon is no stranger to the FDA approval process. According to InvestinBiel, https://investorshub.advfn.com/boards/read_ms...=177937696, “ Haleon is the world's largest (standalone) consumer healthcare company, tracing its corporate roots back to a 2019 joint venture between GlaxoSmithKline (GSK) and Pfizer.” It is my belief there is work ongoing for the hybrid patch/gel product. As such, they (BIEL, Haleon) would not waste their time pursuing it if they felt the approval process was not, in the very least, doable. In the world of big pharma, ’Money talks, bullshit walks’. Let the lawyers hash it out. Tempest in a teapot.
It’s only a matter of time. Still waters run deep. There is a reason for everything.
There are NO coincidences.
“Sic parvis magna” - GREATNESS from small beginnings
All the best, WBeacham
All true. We, the loyal longs, know all this and yet, here we stand, buying more shares when we can, investigating every tiny clue and/or tidbit, however seemingly unimportant, waiting for the moment when the blurry images come into focus. Then the ‘sweet spot’ will have vanished before you ever knew it was there. Avoid this fate if circumstances allow. There are damn few opportunities in the volatile OTC market w/ this much asymmetrical upside. Capital Factory (CF) is onboard. And you think you have more insight than the whale investors at CF? Oh, please.
https://www.haleon.com/who-we-are/strategy
The next big event will be positive verification of a full-blown marketing campaign for Actipatch/RecoveryRx in the VA and the pharmacies. CMMS, and possible insurance coverage, is waiting in the wings. Still, the bashturd/banshee screams will be deafening and equally pointless in scaring away potential investors. If we build it they will come. Patients want more effective and less invasive pain treatments. Given half a chance they will find it in the VA, CMMS, local pharmacies, and hopefully worldwide w/ Haleon.
A Voltaren/Actipatch combo patch is a game changer. Don’t forget Haleon has a multi-year contract w/ UEFA, pro soccer; #1 in Consumer Healthcare; £11 billion in revenue in 2025; 23% (#1) market share in over-the-counter Pain Relief; on retail shelves everywhere from London to Tokyo, Latin & South America, and Africa.
** in ref to rodman, post 9711 ref: FDA treatment of the patch/gel combo - Haleon is no stranger to the FDA approval process. According to InvestinBiel, https://investorshub.advfn.com/boards/read_ms...=177937696, “ Haleon is the world's largest (standalone) consumer healthcare company, tracing its corporate roots back to a 2019 joint venture between GlaxoSmithKline (GSK) and Pfizer.” It is my belief there is work ongoing for the hybrid patch/gel product. As such, they (BIEL, Haleon) would not waste their time pursuing it if they felt the approval process was not, in the very least, doable. In the world of big pharma, ’Money talks, bullshit walks’. Let the lawyers hash it out. Tempest in a teapot.
It’s only a matter of time. Still waters run deep. There is a reason for everything.
There are NO coincidences.
“Sic parvis magna” - GREATNESS from small beginnings
All the best, WBeacham
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