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Hi all,
Been invested here for about 6 months and topped up a few times since, so I'm all in now. I'm just wondering if anyone knows the likelihood of the US patent being rejected? I know a lot of people seem to think it's a matter of when rather than if but is there any chance that we won't get the patent approved in the US (and other countries for that matter)?
Thanks in advance
I was actually having a little jest with Dave earlier, I do think they are fine for cash for the forseeable although as with any pre-revenue company there will come a time when cash will run out. They certainly didn't do themselves any favours in the interims last September when they said "The strengthening of our balance sheet through the funds raised in May of this year means that we are well funded to complete all our currently planned work streams" and followed it up 3 months later with a placing to raise 2 million. That's the sort of thing that really sticks in investors throats (a bit like their reformulation of sildenafil, funnily enough).
Nigel just needs to give us poor investors some poxy news or people will sell up and move on including me as a LTH.
FFS #n4 just give us an update….
I’ve emailed them and if we all do the same in regards to patents and how the MTA’s are progressing!!
Rant over
The business model of N4 is one of the most cost-effective out there, Their tight control of costs together with their cash pile means they have no need for a placing at the present time. Not only does its cash provide for all its present operations but also for those planned in their future planning.
Ha ha sold and want to get back in lower by any chance ? .. placing, you have to be kidding, as Nigel said on the interview we are good for cash after the last one.
Maybe another placing coming ? Cash running out the longer this carriers on with no news. Still got to pay directors and staff salaries
Lots of promises and another placing? Quite familiar with those now eh Dave!
nm
Research into viral vectors was not shelved as such because research had only been preliminary in the first place, and even though the results were encouraging it was decided not to pursue it at that time. This was probably down to cost rather than any lack of potential. As I said before, the more they understand Nuvec the more we are seeing just how versatile it is as the list of possible applications grow. But at the end of the day N4 is still a small company so it is only right that they focus their attentions on their most advanced applications so that they can start to sign licensing deals and begin receiving upfront payments from licensing partners. When the coffers are bolstered with a few million from upfront payments N4 can then go back and look at the likes of viral vectors and a host of other applications.
For now, the most important thing is to get these deals signed and that is exactly what Nigel is focused on.
The current 17mill mcap is certainly piddly compared to where it could be after a few decent updates.
The next 6 months could be absolutely transformational if these collab deals come to fruition.
GLA.
Nuvec will have to be tailored precisely for its cargo- - size, charge, linkers all optimised accordingly, with knock on effects on monodispersity.
It has to focus on one modality ie dna plasmid- great if it can load, protect, transfect and facilitate transcription of large genes, but this will need more years of development. MRNA is exciting but unrealistic given the broad field of competitors now in place, each with teams of scientists and lots of investment dollars.
Nuvec’s spikes were tested with dna plasmid and chosen empirically- it was the best of three surface morphologies tested at UQ (rambutan spikes won)
I think the fact Nuvec can do both DNA and RNA makes it even more tantalising especially for the likes of Takeda.
I’d love to say I agree with Vander about Nuvec finding a niche but the more applications that can be leveraged from it the better for all involved, I expect more applications to arise too.
We stated in last years results we wouldn’t be continuing with the gene therapy studies at this point and it was shelved, clearly someone had persuaded the top man to change his mind and be lured into MTA’s.
Evotec is not the name I had in mind although I do believe an Evotec/N4 partnership will happen in time as it would make sense. As for Vanders list, we are not talking startup, we are talking Major International Pharma.
Evotec is a CRO
There are lots of gene therapy companies, including the list below- 4 in the Uk
https://www.medicalstartups.org/top/genetherapy/
These also help make valuation comparisons
Delivery of large (DNA) is v different to c19 dna plasmid - nuvec needs to find its niche
Evotec it is then - which would be fantastic
In addition, Evotec are building a toolkit they can present to any pharma seeking solutions. Nuvec is the only delivery system that Evotec are working on. If Evotec includes Nuvec in their toolkit then it will be presented as a solution to every pharma seeking a delivery solution.
Leister, it is the mRNA sector we are talking about with gene therapy being a case in point. Lipid delivery is not suited to mRNA delivery because of the need for encapsulation. Many of the mRNA threads are just too long to be encapsulated. Only Nuvec is custom-made for the delivery of these threads without degradation and giving full protection. Lipids are all these companies have at the moment but you can already see the interest Nuvec is receiving from the top pharma`s because it answers most if not all of the problems using lipids present.
Dan, we could name dozens of Co's that are willing to pay massive upfront payments to successfully load and delivery their payload without the need for lipid nanoparticle technology. My biggest guess is Takeda and that would align nicely with our CRO Evotec.. see for yourselves.
https://www.biopharma-reporter.com/Article/2020/04/14/Takeda-and-Evotec-partner-on-gene-therapy
Appreciate that Dan, but I feel I can speak for a lot of people, the lack of news frustrates people who have followed and invested in a product that could change tens of thousands of peoples lives.
Come on N4 give us a clue who your talking to.
There is an appetite out there for stock. Interesting.
For what its worth, I have my own thoughts about who this Major International Pharma is, which I am not going to discuss. If Nigel can secure a licensing deal with them then you would be looking at an SP multiples of where it is now.
No perhaps about it at all Star. N4 has an MTA with a major international pharma. Although we don`t know who that pharma is at the moment, that does not detract from the words "Major International".
It’s so obviously being traded. And because news is due, there are now shares a available so on the trading being done it’s rising and dropping quickly. On news it will fly more than we’ve ever seen due to this huge shortage of shares
nm
Traders love the share- and in the past Nigel encouraged it- tried to create a buzz with frequent updates - it wasn’t sensible- too much volatility - investment in early biotech is usually a marathon- not a sprint- and as much dependent on management as the science