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Aye, somebody didn't seem to appreciate us complimenting them on their eighty quid profit.
So quiet that a certain number of posts appear to have been removed lol
ATB
quiet, not quite.
Mars, whilst its quite, its also worth the question on Gilbert about GF&G Therapeutics.
He set up GF&G (Gilbert, Fox and Gristwood) only in March this year and it is registered as a 'manufacturer of pharmaceutical preparations'
Maybe something, maybe not.
Personal circumstances are usually the drivers for commercial success. If a board doesn't get on, it can have devastating consequences.
No I did not mean permission it was more along the lines do you think it would be of interest and can we have an introduction. There is a good chance it was a lifestyle choice. Made money in the Sosei takeover loads of shares in Acacia why all the US hassle? If U.K. based and wants part time involvement has great contacts question was will he do it? Again all guess work on personal circumstances, too much of that on this board and something I try to avoid, I don’t mind corporate guesswork
Don't forget, he left Acacia in 2019, so I doubt discussions were required for his appointment to NFX
I agree, any deal would be better than no deal.
Although it would be great if a big pharma company like Sosei was in the sidelines, I don't see it at present. I do think that CINV is the reason for JG's appointment but Acacia already have APD403 as a CINV solution. Unless it is far less promising or further from market than NXP001, then I can't see why they would be interested in acquiring another.
It is interesting that JG appears to still hold a 2% stake in Acacia though. He may still be influential. I suppose that all depends on whether or not his exit from Acacia was driven by internal wranglings or his own desire to step aside.
Well it is all speculation until something is confirmed , there is a high percentage chance that Julian Gilbert arrived at NFX as a Ned through discussions with either Acacia or Sosei. I personally would not be disappointed with any access to the US market for an NFX drug as chemotherapy nausea deserves a solution and it is not a small market and it would showcase an opportunity for other pharma s.
I have seen that Mars.
What I'm saying is that Sosei bought Arakis out for their COPD drug and I can't see anything to suggest that they also have an interest in Acacia or PONV/CINV, they don't seem to specialise in it.
There does seem to be a relevant developing link between Acacia, Gilbert, CINV and NXP001...but I can't see any evidence of big pharma being involved.
Maybe a deal could be on the cards with Acacia at some point but with a valuation of 218m, I'm not sure how great that deal would be for us compared to one done with big pharma.
Sosei have raised funds in July to acquire a near market ready drug to license in Japan. The connection with Acacia is Gilbert. Acacia on their website have a near market ready drug listed in the US which will deal with CINV. PONV is pre op nausea not nausea caused by chemotherapy
FFS from the RNS of the appointment of Gilbert
“ Julian resigned from Acacia on 31 July 2019. Prior to Acacia, he was co-founder and Commercial Director of Arakis Limited which was sold to Sosei in 2005 for £107 million. ”
I may have missed something here guys but why is Sosei being banded about as relevant?
As far as I understand, JG has founded 2 companies, Arakis which developed a COPD drug (and was bought out by Sosei for that drug) and Acacia, which appears appears to have a focus on nausea and vomiting but is independent and has just brought a drug to the US market.
Is Sosei somehow involved with Acacia as well? Do Sosei even have an interest in PONV/CINV?
Great Research Mars1.
So there was a company interested in NXP001 in May, funds were raised in July one specific reason to licence a near market product in Japan , website is primed in the US saying product is coming, no coincidence a Ned is employed previously connected to the US brand. So a global contract at least covering Asia and the US. And the has been a buyer on a regular basis of 500,000 shares and we just get constant moaning like old fish wives. So what is left to do? Either the buyer is Sosei or the contracts are drawn and it is related support company leaks.
That could mean Sosei will liscense NXP001 for Japan and use the Acacia branding for the US market
Sorry last post under wrong title.
Soup - they could do far better in communicating through the website to us shareholders than a basic strategy. How much interest is there from third parties ? What is situation with Ebers? I am here since December 2018 and haven’t doubted or questioned once as I do believe we have or could have ground breaking products but as an investor I am disappointed of late as to lack of communication. Frustrating as it is I am sure it will come good. GLA
Also just noticed this on their website introducing the three treatments including CINV and that is this quote “ Products
Acacia Pharma has a portfolio of approved and near-market products targeting large and growing markets with significant unmet medical needs.
The interesting wording is NEAR MARKET PRODUCTS. Seiso does not have a CINV product in its market research products in production.
I find it interesting that Acacia on their US website has descriptions for PONV, BYFAVO and CINV yet only have solutions on sale for the first two but not for CINV. That is curious am I missing something or is it there as a pre-sell to let customers know it’s coming?
https://acaciapharma.com/