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Thompi. Looking back I see that when I suggested AGL it was around the 60p mark.
I did sell some nfx with a 50% loss to invest in agl and thankfully, on paper, have now doubled my money. As you say, let's give Ann a chance ,although I don't think there's going to be any substantial news til Q3. Not really excited about any Oxilio deal, and think it odd that we have heard nothing regarding that venture as yet. If and when we do hear we'll probably get an increase in buying, but also selling. So I don't think it'll push the sp to new(ish) heights for very long.
ATB
Hope so Kaneonaim, I agree I would be surprised if the SP went much lower, but then this is NFX.
I won’t commit any more funds, every top up has ended in the red and I have invested a considerable wad already. I will hold for a few more months to give Anne time, but not indefinitely. There are other prospects out there, and like Chab & Yuyus I am very keen on AGL.
GLA
You could always average down or sell up if it’s bothering you that much!
If it goes lower than my current average I will buy more.
NFX is looking to license the asset before Phase I, in which case we would anticipate a global deal value of between $360-450m, in upfront and milestone payments, plus single digit royalties on sales, increasing in value in proportion to the stage of development of the underlying asset: from feasibility up to the full Phase I ready GLP package, assuming successful outcomes and based on recent precedent. We illustrate a range of deal metrics in IPF to support our assumptions. Industry precedent shows that once a robust patent position is built, even early stage IPF assets are attracting significant deals in the indication. While pipelines are filling out, the novel approach, acute need and the inhaled route of administration are key factors that can differentiate NXP002.
Then you have NXP004. I doubt the price will be this low for much longer so make the most of it while you can!! I have
GLA!!!
" It would be nice to steadily rise and in 8-12 months a big pharma deal could propel this to another value level. That’s my thinking/strategy anyway"
That was pretty much my strategy when I entered over 18 months ago. It hasn't gone anywhere other than in the opposite direction so far.
As ever with this company, I'll believe it when I see it.
Thanks SD must have not finished the other one. I noticed a few good points from AB.
“Positive news flow at this juncture is probably as important as cash to our development as it provides validation of the company and its approach,” says Brindley.
“I actually joined because of the pipeline and in particular NXP002, which is a disease area I know about having worked on an asset for IPF in one of my prior companies.“
While a deal for NPX004 would likely shift the needle, much of the near-term news flow will be generated by NPX002 as the company completes the pre-clinical work required to convince a larger pharma group of its potential.
So 002 is why she joined and she knows that news flow is important, here’s hoping the experience and contacts are out to good use and we hear something soon. I don’t want to see a P&D but a bit more liquidity will help move these sellers along (said before I know). It would be nice to steadily rise and in 8-12 months a big pharma deal could propel this to another value level. That’s my thinking/strategy anyway.
This is what is required more market awareness, it will make any drug maker a bit more nervous sitting on the sidelines waiting for further developments wondering if ano drug manufacturer is doing the same.
Cheers BG1 & Soup, it’s good to see NFX trying to promote some interest. And welcome BG1 to the NFX board, it’s good to have some more optimistic posts as I tend to fall in the rather cynical, disillusioned camp.
Hope we are not going to get another pump & dump week, I have lost count on how many times it has happened. GLA
It’s the recent proactive article just on a mirror site.
https://www.proactiveinvestors.co.uk/companies/news/947277/nuformix-eyes-big-opportunity-with-new-forms-of-fibrosis-and-cancer-drugs-947277.html
Cheers for that not seen that article.
https://electionuncovered.com/2021/04/21/nuformix-eyes-big-opportunity-with-new-forms-of-fibrosis-and-cancer-drugs/
Nothing new but feels a bit more fleshed out than other articles I have read
lol I been saying that for more years than I remember
The bod have deaf ears
maybe they are working on a medicine for it
Give it another week ;-)
0 bagger!
...ticks by. So by my calcs that is 49% of shares in issue (289.3m) churned since 7th April with virtually no change in sp.