Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Definitely not the most knowledgable ha!.. i'm actually now in the construction industry so pharma is not my profession and i apologise if I've misled anyone.
A while back i sourced and paid someone in the industry to give me their opinion on Nuvec, as best as they could and with only the information N4 have provided. This individual has since invested in N4 so this gave me better reason to learn and invest more. I'm six figures into this and hold with caution but hold with excitement, best is yet to come.
Thanks Leister coming into the fray, as you are the most knowledgeble person to give us your analysis :-) Boring Bank Holiday before settling out in the garden with some beer :-)
Where we stand now?The Company had received delivery of the initial quantity of the Covid-19 plasmid DNA from the National Institute for Health ("NIH") in the USA and has appointed Evotec International Gmbh ("Evotec") to undertake the Nuvec® proof of concept work for use with Covid-19 at its site in Toulouse, France.
It seems the update from Evotec should be around first week of June on success we are looking for another 4 months to complete the three stages outlined in the last RNS..and at the same time results from the collaboration with Nanomerics should be in hand. All are awaiting news UK Innovate Ltd, EUNCL and NIH USA which proves my point that race of the Vaccine is on Nuvec as delivery system is well placed in the coming weeks. I wonder how we stand with Astra Zeneca as in the past with grant provided by Innovate Ltd.
The most promising near term factor is still the gene therapy in my opinion, the cost saving implications this could give to a buyer of Nuvec would be incredible compared to conventional vector manufacturing, news on carrying abilities in the near term is needed to keep institutional investors keen too.
Nuvec has been produced successfully on small/medium scale for some time, next step is ramping up the scale to GMP grade without fault or supply issues. If N4 managed to secure a collaboration for example with a vaccine developer they will want to be assured the particles can be made in bulk with a standard CRO without the need for a mass of highly skilled operators that rises costs. The recent rise of £2.0m was needed earlier than predicted so this will hopefully be used to get the most likely commercially viable part of Nuvec sped up (Evotec having a fair input to helping achieve this) thus preventing the need for further funding. So near term news is going to be agglomeration results, we soon after that need confirming the production can meet the demand, no one will sign up without an assurance supply can be met to a high standard.
Given the gene therapy collaboration between Evotec GT and Takeda is well underway with fantastic funding could we assume Nuvec has at least being looked at by Takeda via Evotec GT? We had Evotec down as our chosen CRO for a while and coincidentally here we are now taking a position is the gene therapy research market!...Not a coincidence in my opinion.
Yes it is certainly looking good over the next few months hangs2left. As far as I can see this is by far the cheapest Covid 19 play on the market. This is understandable as N4P are the end point where the focus has been on testing and the actual vaccine. This will soon change and all the attention will start to shift to companies like N4P which should stand us in good stead. It's going to be an exciting few months.
Lots ongoing work involving nuvec. Nanomerics helping with nuvec formulation. Evotec in Europe .NIH and Covid help. Can see great price move over coming months
It's all the headline now, race for vaccine. Expected update from Evotec, first time after countless false dawn I am confident that we are in safe hands ..GLA
Absolutely Zwartkops. We are approaching an unprecedented situation where the whole world will be requiring a vaccine. It's a perfect scenario for N4 Pharma to show the capabilities of Nuvec. Anyway you look at this it just seems that a significant rise is inevitable at some point.
Without doubt Growthstock ….In fact it puts us in a better position because the vaccine producers will need to get us on board in readiness for a POTENTIAL vaccine not only when a vaccine has been proven. So I see N4P hitting the big numbers in advance of a proven vaccine....The Pharma's / governments are not going to just wait around till a vaccine approval has been given before partnering with N4P they will need us all signed up, geared up and manufactured up well in advance....
When the good news hits your looking at 300% in less than an hour
This could turn into a very interesting Covid play. Not the traditional stocks of testing or adapting existing drugs to find a vaccine we have seen. Being involved in the next stage of the vaccine delivery will be the next point of interest and with N4P potentially having the technology to do this puts us in an exciting position. With Evotec on board the market hasn't yet noticed the potential here. I feel like a significant re-rate is coming over the next few months.
Been reading through last few rns's and all looks very exciting here. Only in for a small amount 17k.
Very surprised to see that only 40m shares in free float. This should explode on any good news but may take a little while.