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The last trades printed today, 1.1m shares at 4.15 looks is a buy. third largest price of the day.

Now way was it a sale.

Aberdeenman

This is main market, not AIM, so less chance of a speeding ticket, as no NOMAD involved.

Aberdeenman

Good point offshore.

I will happily take 10% a day, but if this continues tomorrow I think we are off to the races and momentum will build.

A lot of investors don't realise the potential, and that a treatment for Covid lung, is a major major catalyst for a company SP.

Current NFX market cap could be 100 times current with a deal for NPX002 alone, with the Covid patient numbers on top of IPF.

Aberdeenman

Not sure about the reach of the rasio program, or how efficient the Gov't are in picking up new drugs...

However, about 100,000 people in the United States have IPF, and approximately 30,000 to 40,000 new cases are found each year (that gives you an idea of life expectancy). Worldwide, IPF affects 13 to 20 out of every 100,000 people. Lund damage from Covid may dwarf those figures, so this is a prime drug to make a difference.

Remember the regulatory hurdles are minimal due to NPX002 being a new form of an approved drug.

NFX operate on a licensing model so a deal will transform NFX and the SP

Aberdeenman

No worries Silverpixels, I am pretty thick-skinned.

thanks for taking the time to reply.

Aberdeenman

3.8p paid

Looking good.

Aberdeenman

Last Monday we had an unexplained high volume day, and the same has started from yesterday.

This one is continuing.

There are definately some rumours swirling, if this does become a Covid play and rises substantially, those in now will do very very well.

some of us here have been patiently waiting, fingers crossed.

Aberdeenman

3.75p paid.

Heading in the right direction, hopefully, momentum picking up and the herd start realising this is an overlooked Covid play.

IF the herd arrived and the right news lands, sky is the limit here.

Aberdeenman

NPX002 has become much more attractive (sadly)

The IPF market, largely an unmet needs market (i.e. no cure, eventual certain death) is although sizeable, maybe not quite large enough to attract large pharma with gusto, however, now that potentially millions across the world will suffer lung damage due to Covid, there is a much larger market.

Some of the mechanisms of IPF are apparent in damage caused by Covid, so NPX002 could be a serious cash cow for a pharma company to license from NFX.

That is, I believe, what is happening here, and hopefully, news will drop soon and rerate this substantially, 10 bags for starters.

Aberdeenman

"Also cautious because some of the twitter handles (not all) who are tagging #NFX are known PND crews."

I watched yesterday, the volume increased way ahead of any twitter activity, in effect twitter was reacting to the volume, not causing it.

Aberdeenman

Good point _TCO

In that case it is highly likely.

Always got to read between the lines and consider what is not said.

Last presentation was during market hours, so likely market moving information in the presentation.

Looking very good then!

Aberdeenman

Just to add, I also said before, the brokers, if worth their salt, should be advising a move to the main market.

Aberdeenman

Personally, I think there is going to be some movement here.

We can berate, quite rightly, the poor PR, but I think there may be a bigger plan in action.

Obviously there was ample warning of the £75m order, hence the investor presentation, however, as I said the other day, I think we will see a much better broker update this week.

Given the CFO is in the presentation, I think the plan is to get II's on board, the longer plan could even be to get the company ready for an exit strategy.

If I am right, we could see some serious buying, and that rerate we all know should happen in the next couple of weeks.

AIM is a fickle beast, too many traders, and either requires II involvement or the herd, and whilst we have a lot of investors we also have traders, which will always keep a lid on a SP, it needs something bigger to get the traders cleared out.

It is coming!

Aberdeenman

Just for any newbies.

The crystallisation tech that NFX employ is on existing medications, out of patent, that have already been approved for use for various purposes.

The crystallisation improves efficacy and allows a new patent on their new novel composition.

this means from the current state of NPX002, and the rest, the time to market is much much less, in effect a big pharma could pick it up and not quite hit the ground running to sell it, but way ahead of the pack.

This means NPX002 in particular is very attractive given the effects of covid, and indeed the existing IPF unmet needs market.

The publicity generated for any larger pharma taking on NPX002 is massive in itself.

It is only a matter of time, and given that we have seen some recent spikes in buying, and there are some rumours circulating, it could well be news is not far off.

GLA

Aberdeenman

interesting that the CFO is in the upcoming presentation, I think they have some good/interesting financials to report.

Based on a £75m contract the SP movement is extraordinary, failure on the PR company in part, and lots of traders.

But the £75m order is just the first large order, many more to follow.

Realistically, this can only go one way, albeit not in a straight line.

Aberdeenman

"antibody test will be needed before administering vaccine and after as well to check if it has worked."

There will be around 200m test needed in the UK each year.

We now know the RTC test is the de-facto gold standard and will be used nationally.

This is not a one off contract, this will be happening regularly from now on.

That means ODX can sell everything they can produce.

It follows on from that, that ODX revenue next year should be in excess of £500m

Aberdeenman

lol Chabard, I didn't mean Inverness!

ATB

Aberdeenman

You obviously don't know how it works in the city....

Aberdeenman

It has been more difficult to get info as I cannot meet people f2f, but those that have been here a long time will know my sources have been spot on before.

Aberdeenman

Being trying to find out more, only thing I can get is that it is a good time to buy due to some rumour doing the rounds, but details are thin on the ground till I get hold of better contacts.

Aberdeenman