Member Info for bubbleshoot

I'm expecting an announcement regarding the due diligence between June and August tbh - Good or bad.

I guess "global" related partnerships require a fair bit of legal stuff so they can take their time.

😅 what is the point in a 10p sale lol

Just found the below on LinkedIn. Looks like a chum sesh.

Have a good evening peoples xx

🚀 Where is the smart money going in UK Biotech? 🚀

With Cambridge Wide Open Week - A week of life sciences @ the home of life sciences (#CWOW) kicking off next week, the countdown is officially on for our Creative Disruption Forum on Dealmaking & Funding Strategies on Wednesday, 17 June at the Mills & Reeve HQ in Cambridge.

No death-by-powerpoint. No scripted pitches. Just raw, honest, Chatham House-style debate between biotech founders, investors, and pharma partners tackling the realities of scaling and funding innovation today.

We are incredibly proud to bring together a stellar line-up of industry leaders, innovators, and ecosystem enablers to drive the conversation:

💡 Biotech Founders & Leaders pushing frontiers:

Jenny Barnett (Monument Tx)

Susan Hill (Mestag Tx)

Nicki Thompson (TRIMTECH Tx)

David Venables (Laverock Tx)

Toby Wilson Waterworth (Ambrose Healthcare)

Ron (Roni) A. Jortner (Aspire Biosciences)

David Boothe (Exert Tx)

Dan Gooding (Nuformix)

Dmitry Veprintsev 🇬🇧 🇨🇭 (AAB Tx)

David Henderson (Mironid Tx)

Paul Kerr (Finn Tx)

Allan Syms (Sizzle Biotech)

Chandan Seth Nanda (ToxiProofAI)

🤝 Big Pharma, Investment & Growth Experts:

Duncan Young (AstraZeneca)

Martin Rigby (ET Capital)

Stephanie Aldridge (Innovate UK Business Growth)

Prof Steve Cohlan (Anglia Ruskin University)

James FRY (Mills & Reeve)

Steered by our resident thought-leader, Prof Tony Sedgwick, we’ll be breaking down what it actually takes to close deals, manage risk, and secure investment in the current macro environment.

The room is capped to ensure high-impact, intimate networking. If you are a life science founder, executive, or investor looking for genuine peer-to-peer dialogue, you need to be in this room.

📅 When: Wednesday, 17 June 📍 Where: Mills & Reeve HQ, Cambridge

Further details and tickets are available on this Eventbrite link:

https://lnkd.in/eSv45BuV

This #CDF starts at a slightly earlier time than usual of 9 am and finishes at 3.30 pm. Many of us from this CDF will go to the #CWOW Garden Party at Hauxton House which is 4-9 pm, and a few more will be finding a #Cambridge pub at 9 pm to watch the England vs Croatia. What's more, we'll be staying over in #Cambridge ready for our 18 June #CDF on Modern #DrugDiscovery strategies, further details of that is on this link:

https://lnkd.in/eKX3bbXY

Very much looking forward to an informative, engaging, connective and fun time in Cambridge next week, we hope to see you there!??!

#BiotechBuddies #CreativeDisruptionForum #LifeSciences #Biotech #VentureCapital #DrugDiscovery #CambridgeWideOpenWeek #Networking Louise Border

They could at least give us a bit of info that there's still life in this "due diligence", or more interest coming through etc etc.

Quiet here cause peeps are called out for apparent "repeating"/"Ramping"/"PnD".

Medical is generally slow moving. Ignore the ups and down/lack of volume, who cares. Once (if) NFX can get a partner, this will be a multi-bagger.

We are in that window now where we can expect news. Good or bad.

My mans got diamond hands, hopefully 💪😎

Add to that:

AbbVie is linked to "Ringlet" through Ringlet Therapeutics Ltd, a UK-based biotechnology and drug discovery firm incorporated in December 2024. Ringlet Therapeutics is closely associated with Deep Science Ventures, an early-stage science venture builder and incubator that actively partners with leading pharmaceutical companies like AbbVie.

A bit of a late filing by them. But maybe that was intentional. Nice spot sire.

The only thing that's going to move this is the RNS.

Https://www.mdpi.com/2227-9059/14/6/1293

it's just a big stick pointing at the obvious, but the author of the doc is basically saying "Future progress will likely depend on combination approaches and biomarker-guided trial design rather than isolated pathway modulation." It is the scientific community independently saying that IPF needs combination therapies, not single drugs. NXP002 is specifically designed as a combination therapy alongside existing treatments.

The paper's conclusion states that single-target strategies are failing because of "biological complexity, pathway redundancy, and systemic constraints." Every drug approved for IPF slows the disease by roughly 50%. None stop it. None reverse it.

Boehringer, AbbVie, Kissei (and others) could benefit massively from what NFX has here.

Evening all, this might be the day <(^.^)>

Mornings :)))

Huh?

Quick Summary for those who might not be actively viewing LSE:

Dan Gooding, who runs Nuformix, quietly joined the board of a new fibrosis company called Ringlet Therapeutics on February 20th 2026, specifically 19 days before Nuformix announced "due diligence already underway" in an RNS.

Ringlet is backed by Deep Science Ventures, a serious UK venture builder with 123 portfolio companies, and Deep Science Ventures has a confirmed partnership with AbbVie, who are a $400 billion US pharma giant, you could say specifically to create companies restoring "immune homeostasis." Ringlet's own website says "fibroinflammatory resolution to restore homeostasis and cure disease.

The DSV executive who set up the AbbVie partnership, Laura Fletcher, was herself involved in Ringlet before Gooding arrived.

AbbVie updated their own active Phase 2a IPF trial ABBV-142, an oral drug targeting lung scarring on February 19th 2026. The day before Gooding joined Ringlet. ABBV-142 is oral and systemic. NXP002 is inhaled and direct-to-lung. Different mechanisms, complementary pathways. Together they could be the world's first combination therapy that can stop IPF.

Their most recent comparable deal was with Haisco in April 2026, $30 million upfront, $715 million in milestones, for a portfolio of preclinical assets with no orphan designation. NXP002 however has a lot going for it. It has dual FDA and EMA orphan designation, 30 years of human safety data, near-complete fibrosis ablation confirmed in human lung tissue, and patents running to 2041. The most likely deal is a Collaboration and Licence Agreement, upfront of £40-65 million, total deal value of £375-720 million, with a potential option for AbbVie to acquire Nuformix outright once Phase 2 combination data confirms what the preclinical results are already showing.

I would just like to note that tomorrow marks 3 months exactly since FDA ODD was granted and over a YEAR since EMA ODD was granted. ;)

I honestly though that notification was something else then.

Right, so the Ringlet Therapeutics discovery just now is the closest thing to a smoking gun we've seen outside of an actual RNS.

Companies House confirms Dan Gooding was quietly appointed director of Ringlet Therapeutics Ltd on February 20th 2026... that's 19 days before the March placing that told us "due diligence already underway." Ringlet is a fibrosis-focused therapeutics company backed by Deep Science Ventures and General Inception, serious UK venture builders, not some shell company.

Their website literally says "Fibroinflammatory resolution to restore homeostasis and cure disease", which you can imagine is the scientific mechanism of NXP002. They also just received a UKRI grant specifically for "engineering next-generation proteins to unlock a derisked anti-fibrotic therapy." Derisked. Their word. Our word. Same disease. Same mechanism.

You don't quietly join the board of a fibrosis company, backed by serious VC money, while simultaneously running NFX through its most advanced partnering process ever, unless you have very strong visibility on what's coming. Directors don't build next-generation infrastructure for a story they think is going nowhere.

Now let's talk numbers. IMM went 14x from 1.39p to 19.4p with absolutely zero deal signed, just partnership discussion language. NFX has "due diligence already underway" confirmed in writing, £1m deployed to answer a specific partner's scientific questions, science delivered publicly on May 28th, and now Gooding building fibrosis infrastructure in the background. If IMM did 14x on hot air, what does NFX do on an actual signed Boehringer deal?

My roughy mathy maths... :) Current price 0.165p. Market cap £4.3m. Boehringer just paid €407m for a preclinical asset with zero orphan designation 24 days ago. They paid $448m for another one in December. They paid €45m upfront alone for Bridge Bio's preclinical IPF asset in 2019, which had weaker data and no orphan designation than NXP002 has today. Conservative upfront for NXP002, call it £12-15m. On a £4.3m market cap company.

Day one re-rating to £100-200m market cap. At 2.61 billion shares that's roughly 3.8p to 7.7p. Call it 4-8p on day one. 20-30x from here. If the Ringlet platform narrative spreads in week two and institutional money arrives, it could go to 7-12p within a fortnight. I'd say it isn't fantasy, it's market cap arithmetic on a company that just became a platform play rather than a single asset story.

And that's before anyone prices in NXP004, the patented improved form of AstraZeneca's own Lynparza cancer drug, forecast 9.7bn dolldolls annual sales by 2028, patent protection to 2041. That conversation with AZ comes after NXP002 signs. Second RNS. Second re-rating.

For those who say we're/I'm ramping.... mathematical/hypothetical based on what we see online isn't ramping. The man running this company just told us everything we need to know, not in an RNS, but in a Companies House filing. Maybe tuesday 7am no

Yeah, I'm stacking a nice buy on this tomorrow - should the Shareprice at this level, or less come monday.

That, is a sick finding.

Wouldn't "ramping" mean I am dropping loads of rocket images and saying load up, it's going to land big next week trust me 🔥🔥🔥🔥🚀🚀🚀🚀

You're not wrong about how long the wait has been. But it's the specificity of the language, the evidence of cash deployed to answer a specific partner's questions, and the external market conditions that make the deal more likely than it has ever been, personally.

I'm just giving a "could be" scenario.

IMM went from 1.39p to 19.4p (x14) with no signed deal. Just partnership discussion language.

NFX has substantially stronger language:

"Due diligence already underway"

"Aligning with partner feedback"

£1m raised specifically to answer partner questions

Dual FDA and EMA orphan designation

Science delivered a few days ago.

IMM proved the market will price in 14x on partnership discussions alone. A signed deal with the company that just paid €407m for a preclinical antibody, on an asset with dual orphan designation and 30 years of human safety data, should in theory comfortably exceed that multiple on announcement day.

Imagine what NFX's return would be on just the day alone. Someone said the words along the lines of "this could make you rich". It very well could - at least it will look your return on your investment look very juicy.