N4 Pharma Plc Share Chat (N4P)

Tune in to THAT tomorrow.

Correct Tech. Let’s hope it’s water under the bridge now and the market view this new name and direction as the best RNS since inception. Still a long way to go but with a new spring in their step must be good.

Ps Oogle...

As you referenced I think the most bizarre and desperate deed by old Nigel was writing his own very short pump on NUVEC and then releasing it as an RNS!

Couldn't agree more with the posts here.

Nigel has always been on planet Gaga as regards shareholder value..

I've no idea what he thinks a reduction from 30p to 0.5p is. Even if you take it from 6p level (pre Viagra hype)

I'm still sceptical about him filing the FDA for Nanogenics. There is simply no record of it. It would be absolutely outrageous if he hadn't but who knows.

But what I do know that he failed in his fiduciary duty to update shareholders about it in any shape or form.

Trying to be fair to him, he has put a team together that appears to have the makings of a successful company with the new CEO. The tech looks like it could be groundbreaking.. but as people have alluded to, it would have taken years and mass dilutions to get anywhere.

Like in any successful business you need a leader with authority and gravitas. Got a feeling that the Pharma world just didn't see it in Nigel.

Good try Nigel, but up to now a disaster in shareholder value.

What on earth did he expect! Continually dangling carrots and misinforming, writing his own promotional articles, ill advised purchases with money the company didnt have. Hope youre right Mayanya. Drip feeding a project like this with annual raises of £1 million would take a hundred years to achieve anything.. if he chose his successor Dr Solomon good on him. Its going to take someone with a track record of non dilutive funding raising a few million to get anywhere, as often said otherwise its just a series university projects.

Trouble is Nigel was full of promises, ridiculous secret non existent partners, lazy placements at stupid low prices to buy companies that nobody wanted. He never answered the key questions at his boring presentations. But apart from that he was great CEO. Still waiting for that share holder value Nige. Dreamland.

Thalia means to flourish, bloom or blossom (in Greek)

Let's hope so.

I don’t mind the name Thalia and they should get loads of hits on social media as it also happens to be the name of the Queen of Latin pop music

Yes, a good news day today at last. As the RNS released today states:

* Under David Solomon's leadership, Zealand Pharma grew from an early-stage biotech into a high-growth listed company, now listed on Nasdaq.

* David executed on licensing agreements with Sanofi, Boehringer Ingelheim, Lilly, Abbvie and Helsinn, bringing in over US$200 million of non-dilutive funding to the company.

* David went on to lead Silence Therapeutics, the now Nasdaq-listed RNA therapeutics company and increased its share price on AIM by almost 600 % during his tenure

*PCSK9 inhibitors market accelerating to a projectedUS$13.35 billion

* Lp(a) now being considered a key target for residual cardiovascular risk

*The Company is continuing to develop its proprietary Nuvec™ technology & believes that improved data showing the targeting capabilities of Nuvec™ will greatly enhance the assessment of what diseases Nuvec™ can target as an RNA delivery mechanism beyond the work to date on N4 101.

* The planned evolution into Thalia Therapeutics reflects an expanded strategy to include the development of innovative, high-value RNA-based therapeutics in cardiovascular disease and oncology, and to widen the portfolio through the exploration of further assets.

Exactly, Silence Therapeutics where the new ceo made his name had some very astute under the radar investors such as Robert Keith (serial investor who made his money from selling his business to Microsoft plus as an early Lara Croft investor), Nick Brown (who sold his business for millions and who was the BBC Radio 2 Business Expert on Jeremy Vine's programme) and Richard Griffiths (the serial investor behind many aim success stories). If the new CEO can attract big name investors / white knights as he did at Silence Therapeutics then N4P under its new Thalia THAT re-brand could be very interesting indeed. As for Nigel, enough said already. Rinse and repeat of what's he done before. Onwards and upwards with the new ceo....

Good luck, Brighty

👏🏻

Apologies leister. Yes found it at the end of RNS. Curious that there are 2 dr Solomon’s in different fields. Appeal pending from 2022/2023 . No hurry then lol

It literally mentions it in the RNS..

I agree, a change of CEO is a very positive move, new energy, ideas and experience.

Nige put out to pasture...

Sounds like NCP105 was a fugazzi all along...

Another pivot for Nuvec...

Leister. I think that’s a different Dr Solomon who got rejected by Goldman Sucks. This guy bought Zealand Pharma to Nasdaq. This looks like the best result we could have dreamt of in current circumstances

We have been here years Lester but Nigel and Co have never invested in the company company but want everyone else to fund it with no return for us.

He to me is a man who dangles a carrot 🥕 with the hope something will turn good.

Purchased an additional company and it’s been shelved - he needs to be investigated along with other past and present board members for the failure of decisions made and who benefits from decisions as it’s not shareholders!!!!

He’s a Keir Starmer’leader - promise everything, deliver nothing and costs Shareholders (tax payers) everything.

How much has he taken in salary for all these years…. For what???? F-all…….

Yep sounds very positive

A new era

A much needed change of direction.

I'm surprised we both still have a wife after buying N4P. lol

Not going to put the down payment on the new iron for the wife just yet but nice to see a bit of a rise

Well I suspect news will be coming very shortly after the 19k buy earlier.

So much potential but ran by a complete fool, he won’t even invest his own money that we as shareholders pay him…. What a complete C…

Are the advisers still even here? They’ve probably got there costs and gone…

I'm sure the CEO reads these boards as will other directors.

Company is just taking the mickey with all the grants and strategic partners that they can't name. Been going on far too long.

The end of July at presentation on IMC , Nigel. Mark and Fiona talk the big talk about the 18 billion dollar market in USA by 2028. Apparently the last £1.7 million raise was to develop strategic partnerships and hit an inflexion point for the company during 2025 and beyond……..sliced bread or BS?

He’s always been the same with this dodgy CEO, in hindsight a hit man would have been cheaper - now that would have been a good advertisement for Nuvec….

Homer. You’ve got in a nutshell. The nut is very much back in its shell. I see the biggest holder has moved that holding into another subsidiary. Looking for a tax loss?

This was in June 2023 that this grant was awarded.

Unless I'm missing something we have heard nothing from this Professor Yu.

The University of Queensland has announced that Professor Chengzhong Yu, Senior Group Leader, Australian Institute for Bioengineering and Nanotechnology (AIBN) has been awarded a $402,115 grant to develop an improved nanoparticle delivery system that enhances the performance of messenger ribonucleic acid (mRNA) therapies. The new nanoparticle will be based on the Company's patented nuvec® nanoparticle that it has licensed exclusively from the University of Queensland.

N4 Pharma will work with Professor Yu to tackle the current challenges in manufacturing mRNA therapeutics, by building new knowledge in custom-design of functional nanomaterials for mRNA delivery. mRNA is a highly lucrative field of therapeutic science and is emerging as a major drug platform.

Well done Tech. At least you tried. Basically Nigel communicates with the market when he needs more money.

For what It's worth..

On Wednesday lunchtime I had a 15-minute telephone call with N4P comms rep.

Although not much was said there were a couple of interesting things to be gleaned from it.

Firstly, the PR rep does talk to Nigel quite frequently so there is a conduit to what's going on if anyone wants to call the number.

Secondly, and more importantly, it was confirmed that Nigel definitely submitted the orphan drug FDA application mid 2024 (otherwise it would have been outrageous to be honest)

And it was also confirmed under some pressure that Nigel has been in correspondence with the FDA over this since.

Now since any formal FDA update would be price sensitive - let's say they required more information etc - Nigel is under a legal requirement to update the market on any developments.

Even though I think he's just brushed this under the carpet, I'm not going to let it drop because it reflects his complete disrespect of shareholders.

Over to you, Nigel, before some bad publicity arrives...

A big buy or a big sell 🤔 !!! If it's a buy something might be stiring 🙏 .....

Does Nigel and the team no Xmas finished 4 weeks ago ??? 🤣🤣

You can transfer into an ISA more than £20,000 from an EES scheme so long as it’s not more than 90 days after leaving the scheme. So it must be an employee. Would expect an RNS in a few days about that if it’s a director which presumably it is.

Pretty sure it’s a£20,000 limit for ISA. Otherwise there would be nothing to stop people transferring all their holdings into an ISA. The transaction cost of the two trades is showing exactly the same on London Stock Exchange at 13.30 twenty seconds apart. That would be one of the smallest spreads on record for a b&b. Just over 6 million trade exactly the same.

Ok, thanks everyone for the informative replies

Yep sorry TT, i had the transfer from providers bit incorrect but i did think that you could bed and isa from GIA into ISA more than 20k (if enough cash in the ISA to cover it). And that the spread is minimal to facilitate almost instantaneous transfer without loss from the spread. Hence looking like 2 sells but infact a buy and sell. Happy to be corrected :) KKC

I don't think a placing is on the cards as they do have money in the bank and if it came it would be very late 2026/7

Im expecting news before the end of June. As the updates have said the first half of 2026.

Nanogenics has always annoyed me as it was a huge nail in the coffin to the share price for basically a company that nobody wanted to invest in.

All we inherited was a load of directors who as far as I can see have not done a lot.

No but Professor Dumbledore at Strathclyde university has shovelled all the snow away from the entrance to the laboratory . Hot drinks all round with CMAC (Cadbury Milk and Chocolate). Come on Nigel Christmas is done. Time to throw off the duvet and think about the next placing.

Bods give nothing

Somebody bought some shares today. OMG

This was the last comments from the CEO at the bottom of the business update.

I'm not a fan of companies going on about 2025 when were only interested in the future and shareholder value.

He does have a good board of directors on paper but the CEO is full of hot air most of the time. I call him Peter Pan.

Nigel Theobald, Chief Executive Officer of N4 Pharma, commented:

"We are very encouraged by the progress being made across the Nuvec® programme and by the data emerging from our collaboration with the University of Strathclyde. The stability, targeting and oral delivery data generated to date reinforce our belief that Nuvec® has the potential to address several of the key limitations associated with lipid nanoparticles, which remain the current industry standard.

"N4 Pharma is building a robust, high-quality data package to support future commercial discussions. With multiple important readouts expected in the coming months, we believe Nuvec® continues to demonstrate its potential as a differentiated and commercially attractive delivery platform for RNA therapeutics and will provide the Company further opportunities to look at developing its own RNA assets in the future."

Happy new year all.

Any chance this is going to be our year?

What updates are we expecting?

Could we get a deal with someone to use nuvec?

Anyone who would ask A.Smith to join BOD is delusional. He ramped and destroyed shareholder value at AVACTA

I fear you are correct Homer. Completely deluded

I think on the next pump and dump I will take my losses and go. Totally tired of all the nonsense, grants and placements at silly levels. The share only seems to come alive when someone leaks news. When you look back at all the RNS with presentations which nobody attends and these stupid webinars when he goes on about share holder value. Here's to a spike in 2026 of something to get investors onboard.

Must be time to dust off the desk Nigel and catch another mouse. Now then how are we going to word the placing this time and what’s it for,? Ah must be patent time again

Also being serious what happened to the Queensland grant. $402,115 was awarded. All gone very quite and just nothing. It really is an unbelievable way to treat shareholders. That's a lot of money.

If a company has to RNS its "2025 achievements" you know they are wasting your time. Been trawling Nuvec around for years and nobody is interested .. it's just a glorified university project, not an investment

Strong data news flow expected just like last year. Can’t wait, but I feel it’s going to be a long one

👍cheers..

Just trying it now and appears to be working

Use BRAVE as blocks all ads 👍

Anyone noticed a recent huge increase in adverts that are sometimes making the site almost unusable? Sometimes crashes it and stops me posting

I think it's going to have the opposite effect long-term in the people will stop using it.

Maybe it's just my iPad - I do have an ad blocker on it but it just seems to have gone mental recently.

I have also asked about Nanogenics and never had a reply. All very weird as it was obviously going under and we buy a company with share dilution and pick up a director who has done nothing.

Although I do agree that this is a very frustrating and costly share, especially if you have been in here a long time.

If you were to judge Nigel T on past performance you would inevitably come to the conclusion that it's not going anywhere.

But with him setting up a new management team and link ups to top science at the university it's hard to say that there hasn't been progress in the last year.

I don't see how they can keep giving updates if there isn't anything to say between the science events and possible inflection points.

Although obviously this is certainly a leap of faith into whether you believe Nuvec has a commercial future.

The Nanogenics situation certainly leaves a bad taste because you have to draw the conclusion that this hasn't got anywhere - but the CEO is treating shareholders with total contempt regarding this.

I will update the board if I get any more information about this. To me the nanogenics situation is a write-off, but moreover it goes right to the heart of how Nigel treats investors, and his past judgement.

When you say people are losing patience "rapidly"Schlum, since most of the people who are frustrated here appear to have been in at least three or four years..

I wouldn't exactly say they've lost patience rapidly! A lot of people seem to have been in from the 3 , 4 and 5 p's... And even further..

But decided to watch their investment decline massively, with seemingly a lot of patience,!

People losing patience rapidly, in N4p and its management.

I have pretty much given up here, thanks the update though.

No idea if they were buys or sells. But it's the usual radio silence until the CEO is glad to update us about another grant or research from Outer Mongolia which we will never hear of again. He might even do a raise for another company and then never update us about it again. Or we might have news of more directors who we never hear from again or buy any shares. Wake me up next year.

There's some big unknown trades happening today. does anyone know if there's any news expected?

They just don't promote the company for most of the year.

You get a few presentations a ridiculous QA which is vetted and then nothing.

Bought a company which was then put on the back burner. Why fundraise to buy it and plummet the share price.

Directors have pitiful share options and I notice some have expired.

The CEO talks a good game but were still waiting for that shareholder value.

Im hoping to wake up and find we have been bought out but Nigel would probably mess that up with his continual waffle.

Sweet FA for two years? Delivering two separate RNA compounds inside the gut, and getting the correct responses!?

Admittedly it seems a never ending struggle to get commercial success but that’s pre-clinical pharma for you, it’s never been any different.

can’t be any bad news. they would have to actually do something to warrant that. they’ve done sfa for 2 years. current million a r year burn rate suggest will be down to £750,000 by the spring. probably tap the market for another million and create another non exec role for professor ru takinthe****.

Low volume trades.

Probably terminal boredom kicking in, or fundraise Placees taking a nice 50% slice

It would be good for them to quantify what their recent employments are actually doing to add value. it's very hard to remain confident when they do so little promotional work

Not a peep out of this for 2 months !!! Are they hibernating fru winter !!!! 🤔

You live in cookoo land !!! .....

Defo a Labour voter 🤣🤣

Probably reading your posts lol

The next update will land soon. Im sure the new directors have been busy.

Im pondering what's worse ???

This company or Kier Starmer !!!! ..

Both full of S@#% ,

Both boaring

Both lie