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I like the company and compared with others i believe it is undervalued, but not without risk obviously ( as who knows when the next molecule will be outlicenced, or how quickly already outlicenced molecules are processed through trials (as with o&g farmouts).Future potential huge and the platform clearly works!If there are future placings and you like it, just buy at the lower price too imo.This is why it isn't valued higher imo but a nasdaq listing could potentially help!
Sorry it will have some and maybe some more on indivior's trial resultss (not sure though what quantum).What i really meant was any substantial revenue yet compared to last year's placings and seemingly ongoing devolpment costs.As you most probably know the model is to eventually become self sufficient through revenue for outlicencing small molecules being developed to finance working capital and other costs.Perhaps even acquisitions and other such stuff eventually.
nlondon - can you explain why you think C4XD is not revenue producing yet? It received 7 million Euros from Sanofi a few weeks ago!
Not revenue producing yet so not self funding.Was diluted and raised heavily again last year.Bascially the company's model isn't self funding yet and it is under the radar imo on aim and it can burn through an awful lot of cash in the meantime developing their preclinical models.So introduce unknown, potential future dilution and the value of money as a function of time into the equation as trials and milestone payments take years .The indivior trial especially long due to the litigation issues with the company imo.Quite often these type of companies are overpriced at ipo imo and take a while and more cash than expected to develop their business models.
Anyone know ,do and can us funds invest in aim (i'm not so sure?).Btw i am invested and do like the company.That's just the reason why imo.
I dipped my toe in here yesterday in part due to Alex Stevenson of 4D being on the board.
Yes DD77- similar companies doing the same are 50x more valuable but doing very similar things. Can have a look at Recursion pharmaceuticals recently listed on Nasdaq valued at 5bn... C4x discovery has legs but doesn't quite get the same attention like they do across the pond. In addition, it would require a bit more investment to further develop new pipeline especially after a pretty substantial and successful out licensing agreement for IL17 and Orexin
Good morning all, fairly quiet on this bb.
C4XD has been on my watchlist for a while, but the Sanofi agreement last week really brought it to the forefront of my list to invest in. I've waited until the SP has the inevitable drawback and taken the plunge today. I'm curious though why the company has so little fanfare or why it hasn't been able to sustain it's rises? £91m MCAP is not significant.
The SP has risen fairly substantially over the past 6-12 months but it is still down on 2 years ago. I recognise it's had some placings, and does burn through cash, but that Sanofi agreement is transformational. I'd be interested to hear others thoughts, particularly long term holders?
I wonder if polar capital are still reducing there stake and that’s what’s caused the share price weakness in the last few days .