The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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That is current market for IPF not future and even at $6 per share for one drug not small when lot more in the portfolio
"IPF market is $2.5bn half of that market if NXP002 used with SOC drugs is wow"
IPF is a devastating disease, however, even at $2.5bn market value, it is still not MEGA, that changed last year, COVID Lung is now a thing, and currently unquantifiable.
It does mean though that there will be much much bigger pharma interest in novel IPF therapies......
Aberdeenman
IPF market$2.5bn, NXP002 with SOC existing is huge.
IPF market is $2.5bn half of that market if NXP002 used with SOC drugs is wow
Whats encouraging is that Anne has a lot more experience in the inhaled therapy field and a lot more contacts with the bigger pharmas along with the new BOD than the old gang.
I wouldn't be surprised to see a joint venture with those who own the SOC patents as it would be within their interests. If i recall one of the patents is expiring or expired so a combined drug with a new patent might be of some value.
https://www.biospace.com/article/genentech-plans-legal-battle-to-protect-esbriet-from-generic-competition/
Maybe Kissei is a dead end after all the shenanigans but this opens up the doors for a lot more than previous studies when we were at 9p etc aiming for a single market area..
Anne is hopefully playing the shareholder game with regards to news flow and don't forget we are due a couple of Oxillo, Ebers, NXP004 and Vistagen news this month if we are lucky.
Positive update and hopefully bigger and better news to come.
Fair enough. Let’s see how it develops over the next month or so!
Well let's hope Anne puts some more flesh on the bones when she eventually gives her business update.
well lth`s deserve lots from this for patience and trust and belieif in NFX which asi posted my duaned massively ,lets just not leave too early eh
aj, it tells us a massive amount more that we didn’t know previously, regardless of any potential deal etc.
It shows that the drug can reduce the amount of on the market drug dosage required, alleviating side effects. This was unknown before now.
An encouraging RNS ONLY if it was the research required for the Asia deal to occur. Otherwise it’s not telling us much we didn’t know but does reaffirm what we thought in another pre clinical model which is nice.
Can’t see much movement in SP, maybe 3-3.2?
and so the silly season for news begins. This a great SP builder ready for additional updates/news.
Lets get this show on the road. awesome news. gla
No bull sh ite, no spin, no slaver. Just clean information.
I likes it very mucho
just asked myself the same question
also no great shareprice rattle prior and volume ,so leaks may be plugged
We have an excellent product. We have a ceo with an excellent track record of commercialisation. Wonder what’s going to happen next?
Well done to all holders
Is this the pre-clinical work that Kissei or another pharma will have been waiting for? Should we anticipate a contract shortly.
Exactly Hale, the fact they are definitively identifying it as inhaled now signals they are in a good place now.
“ About NXP002 (inhaled tranilast) - Inhaled therapy for Fibrotic Diseases
Nuformix's NXP002 is the Group's lead asset and proprietary new form of tranilast, being developed as a potential novel inhaled treatment for Idiopathic Pulmonary Fibrosis (IPF). Delivery of drugs to the lung by inhalation, for the treatment of respiratory diseases has potential to provide efficacy but with a reduction in side-effects compared to systemic treatment.”
Interesting they finally mention it is a form of Tranilast. With all the research with tranilast in recent times it is a good way to get the word out there what NXP002 is so the big companies know.
Shame Covid wasn’t plugged but hopefully it is enough research to get a deal over the line.
Dr Anne Brindley, CEO of Nuformix, said: "IPF is a devastating disease with few treatment options and there is a real need for new therapies that are efficacious but that have better tolerability than the current therapies on the market. IPF is likely to become a combination market in the future. The results of this ex-vivo study in IPF are very encouraging and suggest the potential benefit of using NXP002 in combination with standard of care treatments for IPF. These results underpin NXP002's potential and demonstrate that further development of NXP002 for the treatment of IPF is warranted."