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"IMHO NFX scientists are doing a great job on NFX002 in developing a state of the art treatment for fibrosis (NXP002) that seems to be exactly what we will need going forward. Let's hope the business arm will have an effective communication strategy soon..."
Totally agree, the science and the IP is what keeps us here, there is without a doubt fantastic potential, a good leader that generates interest, and dare I say it commercial success on the fantastic IP and mostly scientific work done (I won't mention the initial bungled dog study) is what we all desperately want, missteps and worse have prevailed....new team, new start, fingers crossed!
My point was more along the lines of ‘what had been done/achieved with regards to a “plan” prior to Anne taking the reigns’. If Chris had already put something together which Anne agreed to roll out when she took over, then I’d say ‘Yes’ she probably has had enough time and she should be telling us more, and soon. However, if it was up to her to start formulating the plan from scratch on 7th December when she started, then it’s no wonder we haven’t heard any of the detail, and I wouldn’t have expected to at this point( if that makes sense?). Bottom line is, we don’t know, so I feel we should be cutting Anne more slack than some on here currently are imo.
Personally Whimax, I don't think CB was interested in taking the company forward strategically, he was really just the caretaker, and to be fair to him he turned things around by getting a team in place before he left. No complaints on that score.
Some great news released today, it's made me feel more secure that sustaining my significantly overweight position will pay off in the long run. Hopefully this stands us in good stead for the grant and if we get some near term revenue from Oxillio, ebers or vistagen this would be great start to repairing some of the faith lost by some. Would also have the added benefit of encouraging some more tr1s from DT and AC at a quicker pace. Ps: good post UQ
I agree re the vision Aberdeenman. And that is vitally important, but it’s not always possible to just come up with a plan and implement it, particularly when you are relying on 3rd parties and their Cooperation to close a deal.
It feels like a few on here just expected Anne come in and immediately lay out the steps that would take us to a deal. If it was as simple as that, Chris would have done it before Anne arrived, and she’d have come in and implemented it. Nuformix has gone through a huge amount of disruption (some self imposed, so out with their control) so the biggest win for me in H1 2021 would be a bit of stability and no more nasty surprises. I can wait for the rest, because I think it’ll come, it’s just a question of when.
I'd say the RNS is actually very positive news for NXP002.
Look again at the following statement, "The data from this most recent study of Nuformix's drug candidate, NXP002, are very encouraging in combination with current IPF drugs and show clear attenuation of both fibrosis and inflammatory markers in combination with pirfenidone or nintedanib. This reinforces previous work done in our laboratories on this compound."
Now look at the following statement from the American Physiological Society on 18 Feb 2021, "...there is growing concern and considerable debate regarding the potential for coronavirus infection to contribute to an appreciable burden of chronic respiratory symptoms or fibrotic disease among recovered individuals... We do not yet know whether recovered COVID-19 patients will be at increased risk of fibrotic disease. Therefore, it is important to consider the virally activated pathways, cellular mechanisms of viral injury, and current data on recovery from coronavirus infection to begin to identify intersecting processes that may be targeted to promote resolution, rather than fibrosis, as a long-term outcome for COVID-19 patients."
So if NXP002 is contributing to a clear attenuation of both fibrosis and inflammatory markers, I don't think I need to say very much more that NXP002 is on the right track and its potential in the pandemic/post pandemic period is likely to be very important, assuming clinical trials go well.
On top of this NXP002 is linked to R&D on "inhalation devices ". This seems to be one of the most exciting areas of research at the moment and potentially one of the most mobile, quickest and deep penetrating methods to treat fibrosis. Have a look at this research at Surrey Hospital which was also picked up on ITV in January 2021:
The report says it all, "we need more weapons in our arsenal [other than the vaccines]"
IMHO NFX scientists are doing a great job on NFX002 in developing a state of the art treatment for fibrosis (NXP002) that seems to be exactly what we will need going forward. Let's hope the business arm will have an effective communication strategy soon...
I do understand the time things can take in Pharma, Whimax, however, there have been so many misteps and false promises/dawns that many, including myself, will lose patience if she just appears to be doing more of the same.
Not asking for results and deals tomorrow, just a clear vision and proper leadership.
Aberdeenman, she doesn’t really need to come out fighting. She’s been in the door 5 minutes, so she needs to do is deliver the plan that presumably her and the BoD have/are putting together. If she does that the share price will take care of itself as the pieces come together.
Believe me, I understand the frustration, but nothing in the Pharma industry ever happens quickly. My other biggest holding (not pharma) Chariot Oil has finally come up with a plan that will hopefully make my 10 year wait (yes 10 years) worthwhile. I’m sure Nuformix/Anne will do the same but there’s little point in firing ultimatums and instructions at her through an investor chat forum. It’s counterproductive especially when it looks like we are about to start seeing some news flow and potential new investors are looking in.