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With the right news, what's our thinking on the SP this time next week?
I'm guessing higher than the recent 14p ill say 17p.
From a valuation perspective depends on:
Likelihood of ultimately achieving a licensed product and market share dependent on competition eg LNPs/cargo eg dna plasmid/indication eg cancer
Also time scale (5-10yrs)
In the near term the main driver is likelihood of commercial collaborator (1-5years)
This will need funds £1-2m per year - paid by partner or dilution
Current MCap £16m
Arbutus biopharma current worth 368 usd- has licensed LNP
Chance of success from small animal studies to licensed product? (Industry wide= 1 in 20)
Give it a rest Vander. Did you calculate the £1 to £2 million over lunch?
You certainly love running a share down you supposedly hold shares in.
Apologies- I will give it a rest
Btw the £1-2 m per year is the amount paid by AZ to its NP partners eg starpharma and the placing amounts raised by N4p themselves to develop nuvec
My posts were triggered by some on here not seeming to know what they are investing in
Homer... Vander puts together a perfectly reasonable post with comparables and time scales for the industry N4 operate in but you say he's 'running it down'. What a typically erudite comment .. if you think he's wrong come up with a counter argument and different figures and have an actual discussion? Or maybe it's best just to sit there daydreaming of being bought out by Moderna for £200m and saying you knew it would come good all along.
Hall why do you keep making predictions? You've literally never got one right on here, whether it's a 'Wednesday RNS' or some SP figure plucked out of thin air.. fair enough for the perseverance but I hope you kept the receipt for your crystal ball.
Hi bidnolid, I can't remember predicting a Wednesday RNS, I don't generally do predictions more enthusiastic towards the company as a whole. I do think(rare prediction), as I said in the post you are referring to, that if the right news comes next week we will see 17p. I will admit I am bias toward n4p but mainly because I love the company and after the countless hours of research I've put it I can't believe how much upside and potential this company has. Not forgetting how it moves on news as we have seen. Generally sorry if that offends you it's just meant for investors to see what I see. Cheers, T Hall.
Gents/Ladies
I have to abmit that I am new to all the chat here, I read digested all and seen pointless ramping and de-ramping but I am a true believer in this co.
I’ve listened, read and taken notice of the pro’s and cons with this co. But I believe as I’ve invested 60k plus in this with hope I can give to my needed family before I leave to pastures new. No sympathy , but I have faith unless I’m a sucker, but good luck to you all, I see this going beyond 25p then I’m done as too stressed
Everything is pointing to it MayAnya, I can see where you're coming from. I am in a very similar invested situation .
Well I am in with the same amount as well I agree with you too
Wow, you must feel very sure of N4 MayAnya . I hope the company is successful, I hold a few shares, but only for a bit of fun, my heart wont take the stress. IF the news is positive, the shares will rocket, and I'll look at you and say to myself I should have bought more shares.
Quite a shame to see Vander getting asked to give it a rest, possibly the most valuable person on this board that will give a balanced opinion. These are the types of people you should be using to your advantage to better your understanding, ask them questions don’t try to silence them.
Good luck MayAnya, you have been a very patient holder, hopefully this is rewarded.
Vander, thanks for your input. From my understanding the company is trying to build the data set enough to be able to insist that a partner would be paying upfront to take it further, N4 shouldn’t need to fund this unless it was in a ‘not for profit’ environment?. Assuming we get a good response from the covid in-vivo the next substantial updates will be about our CRO Ardena, confirmation that we are geared up to supply at demand for any collaboration will be a big relief.
Relaxed and looking forward for next week:-)GLA
Nearly news week, expecting a few updates this week. It's going to be an interesting one for sure. Sit back and enjoy.
What news is expected this week?
* collaboration / licencing deal with a major pharma.
* research in to whether Nuvec® can generate COVID-19-specific antibodies in mice.
* potential for Nuvec® as an oral vaccine delivery system.
* Nuvec® data on the delivery of gene silencing cancer therapies
* update on in vivo and in vitro tests to demonstrate that Nuvec® loaded with plasmid DNA (pDNA) and messenger RNA (mRNA) can stimulate an immune response.
* “significant interest to multiple vaccine developers” re keeping the vaccine stable and at room temperature. i.e. Nuvec® as a delivery platform could provide the solution.
* Evotec update.
* Patent update.
* Or even a takeover....
Compliments of brighty1
I am thinking a big evotec update judging from Nigel saying this is the annual report......
"Having optimised Nuvec® as described above, we are now planning the commencement of further in vivo studies to determine whether the improved properties noted in vitro can also be seen in vivo. These studies will be undertaken by Evotec with study initiation expect by early March."
Can someone specify what news ids due this week/next week? All very vague from the posts. Thank you.
Little sudden tree shake like clockwork before news dyor
3 posts down junior, expecting Evotec update personally.
Outlook The market is finally giving hints of a bullish resurgence. Today a bullish pattern is detected
Well back up we go, had to start a good upwards trend soon. Struggling to buy so you will see the bid/ask rise fast soon.
Bulls sitting watching
Really does move fast this share. Love how it moves on news, as seen in the past.