AHZ - Professor Frazer - Herpes simplex vaccine

[p0ssy]

After coming last in 2012 stock picking competition I thought it best to spare ShareTraders my tips in future! However this Co has caught my eye and for the first time this year I have dipped my toe into the market and bought a few.

This co has three products
CardioCel - currently in use and generating revenue - used to repair congenital heart disease in children.
Vaccine to not only prevent HPV but also to treat it.
Vaccine to prevent herpes simplex infections, Phase 1 trial expected to start soon (if not already).

This is an excerpt from the fin review the other day

"Professor Frazer has been working with ASX- listed biotech AHZ for the past five years on the Coridon vaccine for the treatment as well as prevention of transmission of HPV. He will begin the first clinical trial with 12 individuals and is hopeful that if all goes well a vaccine could be available to the public in three to five years time.

"We've got the product in a bottle and ready to go, just waiting for the ethics clearance on it" said Professor Frazer a former Australian of the Year."

"The commercial market for such a vaccine, if successful, is estimated to be $1.3 billion a year."

http://www.alliedhealthcaregroup.com...PV_vaccine.pdf

http://www.alliedhealthcaregroup.com...crobat_Pro.pdf

Current market cap is $50m.

[p0ssy]

Just an update on this company - SP has risen from 4.8 when I first posted to close at 8.3 today.

This was a post from Motley fool:
"In the past year we’ve seen our biggest healthcare stocks go through the roof but this one is perhaps our very best performer. Allied Healthcare Group (ASX: AHZ) has risen a huge 166% in the past 12 months alone and is still only valued at $0.064. As a diversified healthcare company that specialises in cardiovascular and soft tissue repair surgery, the world is at its feet."

And what prompted the SP to rise recently
https://content.markitcdn.com/CommSe...9I1LTVG4MT714I

good luck

[Dej]

Looks like a good company, like the products, but have we seen most the rise already... I feel we may have....

Would it be worth hoping in now?

[p0ssy]

well ..... I suspect this has a long way to go. My timeframe is 12-24 months. My brother - who is an astute investor - is waiting for the SP to go quite a bit higher before he hops in (but then his technical analysis of the market suggests a correction soon so that too is holding him back). I am continuing to load up on these. What more can I say?
Cheers

[Dej]

Bought in on opening.

[Dej]

This is probably a stock that you want to layer in to over time in order to minimise your risk - there is a trading strategy (again, sorry can't remember the name of the author) where you buy each time it hits a new high, with stop losses placed just below the prior new high (ie. at the second to last purchase price). This builds a big position in risky stocks over time, and minimises your losses should the price fall back to earth. eg. buy at 8.4c stop loss at 7.7c, buy at 9.1c stop loss at 8.2c.

However, just be watchful for any reversion to the moving average, which is sitting at about 8c at the moment (using the 30 hour MA which AHZ seems to track).

If I had more disposible income I would, but currently I have money set aside for a trip I am leaving on soon and thats a no-go zone (obviously) so will just have to settle for a trailing stop loss. If this hits 10c I will be watching it very carefully over the coming days because that to me says it has risen to high to fast..

Either way, cannot complain for almost 20% in a day right?? ASX seems to be serving me a whole lot better than NZX. Liquidity is NZXs problem. Not enough of it on most stocks I am interested in!

[Dej]

Oops, that was me ramping it over in the DIL thread LOL

Those two guys who sold their house and car just bought in

[soulman]

Damn, must keep a closer eye on this one. Missed a top up opportunity at 10c yesterday, now its off again. Never mind, will pick up more on the next reversion to the MA.

This stock is picking up some volume now, which is great news.

Is this a buy on rumour, sell on fact rally?

The rich gets richer again with Andrew Forrest Metals Group owning 17.5% of AHZ.

[Entrep]

Damn, must keep a closer eye on this one. Missed a top up opportunity at 10c yesterday, now its off again. Never mind, will pick up more on the next reversion to the MA.

This stock is picking up some volume now, which is great news.

I've sat on my hands waiting for MBE and look like I've missed that bus. Really want to own AHZ too, but again, will it go down? Would be nice to get some for 10c even!

[soulman]

Yeah I'm interested in what you guys think as well. I managed to get in at 9.4 on Friday but need to learn more about this one. Are traders driving the price or is the general consensus that this thing is a solid long term hold? Cheers.
Just out of interest are any of you in on NEU or BNO as well?

I got in at 9.6 Monday and I am out at 11 yesterday.

Solid LT hold? No such thing. Strategy I would employed here is do what most expert here would do. Hold on until the chart say so. Of course it also depends on your entry price. Good luck.