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Bidnolid 15% is sensible though I am biased I feel its too conservative. Well its good to be cautious learnt from the market IMM and few others..GLA n4P train will move on again:-)
The consensus seems to be that if they can put Nuvec to good use then it could be a real company-maker. Great that they have a partner for it already but what sort of chances do people give it? It's very early stage, so is 15% sensible or is that too bulllish?
Hah! Hah! Bob its a lesson to learn not to share or seek advice from Missus, especially when they notice you are down in paper so much that we could have paid off our mortgage :-)
Bidnolid there is a lot going on with N4 pharma its given me to restructure my portfolio with my ISA which is useful to add as I intend to save for 5 years which i feel N4P will enter the footsie 250 if Nuvec is succesful IMO. With I feel last week jerk it gives me the chance to average down to 12p thanks to NT.I can wait for few years to ride this journey of a £1 or £2. The busness model is to good to be true with SP at 10p IMO.
There is a lot to expect from N4P :-
Angiotensin (Blood pressure reduction) - Global sales of approx $11.2 billion
Aprepitant - (Pain relief post surgery and cancer) - Global sales of approx $549 million
Paroxetine - (Menopause symptoms) - market to grow annually from $3.8bn in 2014 to $5.3bn by 2023
duloxetine - (PE) - PE is believed to affect up to 30 per cent of American males, i.e 20 million adults per year
--- N4P Vaccines Pipeline ---
HBsAg - (Hepatitis B) - (Annual sales of approximately $920 million
*Cancer Vaccines - Global Cancer Vaccines Market to grow from $2.5 billion in 2015 to $7.5 billion in 2022.
When i told the Missus she said i could stick it up my ^%$£"
That does sound a lot more practical and convenient! That's means men who suffer from this condition can eat before going to bed. Pretty good
Completely agree that all there is to do is await the full results and I'm glad there was no sugar coating of the initial findings so it can't be punished much further. I do have a bit of a 'caveat emptor' feeling at the moment though - clearly shared by many others who sold out immediately on the news.
One big advantage of Sildenafil is it doesn't have to be taken on an empty stomach - sounds like a massive improvement to me.
Bid until we get the full results of the trials then we have nothing to guide us imo.
It could be a simple tweak in the delivery system as we know the drug works and is patented, getting the timing right is a stiff subject that must be met,giggle.
Or a complete miss on N4Ps part, but we still have plenty of irons in the fire no ?
Certainly worth the wait in my opinion, small market cap, not many shares floating and many in very sticky hands.
Large Director Holdings also! you dont find many on AIM like this !?
jmo
Yes there's a patent, but they've got to get the formulation working within those parameters and then release it into a saturated market that might just say "so what?"
thought we got the patent they cant do it....
The problem with your 'averaging down' mazik is that some AIM stocks give you the chance to do that over many years.. As Rodders says, the RNS did have the sound of "well that was a bit of disaster but hey we've still got Nuvec!" - no wonder it is now back to sub-10p. The FDA are approving new versions of sildenafil all the time, so the delay only plays into the hands of competitors surely? If they tweak the formula and get the product out that's great, but by that time it might all be a bit of a "me too" market.
OnedayR I agree a ccockup but gave us to average down..wtf
Cheers Maz, made a nice few bucks here plus my free carry.
Which i shall only add on any weakness from my trading pot and try to boost my 100k before we go Radio Rental with a Meddimune update that they love our product and will buy us out via Astra for Billions £10 quid anyone ?
Still dreaming but very plausible with some fruity results in future. jmo
Well done Bob
Why did they feel they need to mention Nuvec in that RNS .. the market took that as a double negative for Sildenafil IMHO
It's true it would be very rare to hit the perfect formulation at first attempt.
However the RNS read's it was evident very early on suggesting we are are a distance instead of a few tweaks away.
Considering they must have viewed Sildenafil as their flagship product, I was hoping they at least got to full results before concluding it needs more work. That would suggest at least it was at least in the ball park.
They are restricted of course on what they can say in the RNS but it came across as "It's a complete cock up and back to the drawing board but we will have news on Nuvec 4th quarter" ... hence confidence substantially reduced.
I would have hoped the CEO would have done a short interview somewhere to at least attempt to alleviate some of the Investor fears or even better maybe a Director buy.
Here's hoping
Funny i sold my trading pot well above your short term target some time ago Lol
Beautiful 100,000 shares free carry for me until 2020 onwards, unless we fail terribly on upcoming Patents i shall be going nowhere for some time.
Small in comparison to some but i am as happy as a pig in ? Blackpool ? lol
jmo
Of course the first trial was going to be a failure. It's called trial and error until the magic formula is found. I would be suspicious if the company had said they nailed the formula first time! They didnt hit their targets so who knows if they managed to improve the drug but not to their standards. The reformulation process begins and i will hold my holding until they find that magic formula. The upside potential here is phenomenal. This company has a root to market for a reformulated drug which only takes 3 years compared to that of 10 years for companies who produce new drugs. My short term target is 20p here