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Fair presentation. The reality is there are not and have as yet been no partners prepared to commit financially. Basically because everyone wants to leave their options open with so many different companies at different stages of research and development. It feels to me that in a sense they are in a race against time with some possibly bigger and better funded competitors. That to me is the biggest risk, still 12 months from clinical trials. Although nanogenics is ahead, nuvec may have a wider variety of treatments eventually. A lot more patience required but the prizes are huge, and now if you did not know, we all have rabbit eyes. Keep nibbling the dangling carrots!
It was a good presentation but hardly exciting.
Paul Murray seemed switched on but not that enthusiastic.
Not a lot more to say.
I totally agree, HE needs to start talking the positives here, posts on LinkedIn have a small number of interested parties - Nigel needs to earn his wage ‘we as investors are paying for’
I think we as shareholders should write to the company and ask what is going on.
But as I can imagine Nigel lives in his old world and shows contempt for long term holders.
As for have an NDA it must be the longest one in history. Hardly working.
Yes, the poster presentation concludes that "we propose that N4Pharma’s silica nanoparticle Nuvec may be a useful universal agent to improve vector mediated therapeutics with reduced side effects". Hello, that is brilliant!
So, it begs the question: Nigel where is the media briefing or RNS announcing this excellent research with Brunel University? This would achieve:
1. interest from big pharma
2. peer reviews and editorial exposure / BBC Health or Science Editor interest etc
Either we have NDA's in place or N4P is asleep at the wheel as we have data showing that Nuvec is comparable to Venetoclax and Gefitinib (Roche and AZ) and now this data with Brunel.
N4P needs to talk up its successes rather than let the share price slip and slip without any news.
Come on Nigel, it's time to start communicating with shareholders, the wider market and get a licencing / collaboration deal up and running....
Good luck, Brighty
The results shown paint Nuvec in a very positive light.
Interested parties need to be quick off the mark.
Https://www.n4pharma.com/wp-content/uploads/2023/10/ESCGT-2023-N4Pharma-poster-presentation.pdf
Poster presentation for adenovirus study attached, good to see conclusion was “ They showed that Nuvec complexed Av can significantly improve Av transduction enabling a reduced vector dose required for effective gene transfer with low cytotoxicity on a range of target cells.”.
Fully agree with your post Brighty, although I remain very optimistic that their lack of shouting out is due to live non disclosure agreements in place.
I'm an advocate of N4P as I recognise the significance of Nuvec being comparable to Roche's Venetoclax and AZ's Gefitinib. That is obviously fantastic news for N4P and will be piquing the interest of R&D depts at big pharmaceutical companies (including AZ and Roche.)
However, even I'm starting to question the wisdom of a CEO who has overseen a share price collapse from 30p+ at its height in 2018 to under 1p since then. The lack of comms and engagement with industry / peer publications, medical journals, science journals etc about Nuvec is quite staggering and from a shareholder perspective is unacceptable.
The reality is that the market size for manufacturing viral vectors is currently worth $5.5 billion and is expected to hit $12.8 billion by 2028. N4P must start to communicate that they are a player in this sector or the share price is going to continue to slide.
I hope the Investor Meet event next week provides confidence and a new start for the share price as Nigel's last presentation was very poor indeed and I nearly sold my entire holding after I watched it. I didn't sell because there is something about Nuvec that could be worth hundreds of millions at some stage in the future.
N4P is at present anonymous on the investor radar. That must change and soon....
Good luck, Brighty
I got the date right but the day wrong. Oct 16th is Monday not Tuesday. Apologies
We might even get an RNS before hand to get this horror show of a share price moving.
Looking forward to hearing from the nano lips man with Nigel. joint presentation on investor Meets company next Tuesday.
Indeed DC. They have to let the world know they are a front runner in the Nano delivery game. Patents are all important and hopefully have done a boots and braces job on that. Gl Manoogle!
Oogle you're a man (or woman) after my own heart.
I am amazed that in these days of free global advertising (social media) the company isn't spamming the life out of their social pages just announcing 'we are here'. it doesn't have to be anything legally revealing or even anything particularly clear but a daily post saying we are N4 Pharma and this is what we do would cost nothing and could be priceless. At the end of the day your share price is a direct value of your companies public value. Doesn't matter what potential we see, how undervalued Nigel thinks the company is, your company is worth what it is worth. We've all found a rare 50p that google says is worth £500 but we can't sell for 49p.
Https://mrnaexplainer.org/
Unfortunately I added the wrong link to the post below, apologies.
Correct link attached.
The bounce is going to come in the RNA sector.
https://tinyurl.com/2ct4hpq9
It’s the same for all these companies that do investor presentations on Vox markets , proactive investor, mellow monday etc . Usually occurring after a results update. It’s a chance for investors to ask sensible questions and broaden their publicity to investors who have never heard of them. N4p is probably not even on 1 percent of investors radar.
Vadim Alexandre gave the impression that Nano lip tide thingy is at a more advanced stage than N4p, and that’s not likely to see action for at least another year unless they get out and shout about it. Every company wants investors to buy their shares. Not many know much about these small companies. You can’t take it that people will just find out about you. Like any business you have to go out and promote it
He can't really say anything as it would need to be RNS.
He needs to update us on Nuvec as you said.
Https://www.investormeetcompany.com/n4-pharma-plc/register-investor?utm_source=TWITTER&utm_medium=TWITTER&utm_campaign=N4P
Not overly excited for this unless NT conjures up some decent news on Nuvec prior.
Commercial interest is the only thing that might bring on institutional investors, if Nigel is going to verbally translate the new pdf presentation i feel it will be an inconsequential event for the company valuation.
The difference between listed and unlisted. Seen it many times. Avg recently acquired Adaptix an unlisted company with transformational portable scanner. They offered the company the cash ( acquiring 90 percent of the company they had paid more for 2 years previously for 10 percent). They said by all means take your time and see if there is a better offer out there. It’s tough out there. Nigel is most certainly not an idiot. It’s only a great deal if it goes commercial .whether he got the company for a twentieth of its value or not is rarely immaterial at the moment. As I said previously it has doubled its chances at a very small price. We simply don’t know how many Nigel’s there are, not many but they do have enough skin left in the game for it to matter, And that is a very shrewd move by Nigel
Fibrosis .
It's a huge development area globally.
And although the new deal involves a company looking into glaucoma surgery fibrosis, as the broker states -once proven this can be then used across a multitude of other ailments.
Sounds like Nanogenics was doing really well but didn't have the funding.
Can see some real potential here..
Think they've got a bargain with this company
It was a good interview with the broker (with the caveat that it's the house /fundraising broker)
He said that companies at the same level as N4P are usually valued at least £10 million - and much more on the potential of the technology.
So this is at least 3X the market cap of N4P, and he expects an "aggressive bounce" from these low levels.
So now they will run out of funds faster! At twice the rate! Clinical trials are going to be very expensive & N4p can’t afford it! Does that also mean we are paying another Nigel somwhere???
Good interview. He was very bullish and thinks were very undervalued. Doubled our company size for a very small amount
Big bounce maybe coming when the penny drops. .
Https://www.voxmarkets.co.uk/articles/vadim-alexandre-discusses-n4-pharma-and-spetral-md-c884227