Member Info for CanaryDwarf

Lovely to see those speeding tickets!

Apparently there is a new broker note. Anybody have a link?

Makes sense. Thanks

Nice find! Do you know if the patent has become active today? Or does the active date on the website default to today’s date?

I agree that these are two buys of 950k each. Originally I thought they may have been some kind of ‘bed and breakfast’ transaction but the spread is too large. Interesting

Soup, I'm no expert, so I would only be guessing. If we assume NPX002 gets to market, then sales will depend upon a number of factors:
Alternative available treatments at that time
Alternative treatments patents
Potential litigation against generic treatments
Cost of NPX002 versus alternatives
Perceived benefits of NPX002 over existing treatments
Regulatory approval across different jurisdictions
Strength of NPX002 patents
Marketing efforts for NPX002
Demand for treatment

Based upon the annual sales of Esbriet at over $1b annually, I would agree that there is the potential for annual NPX002 sales into the 10s if not 100s of millions of dollars. Like everyone here, I understand what NFX is aiming for and appreciate some of the benefits of cocrystal tech regarding speed to market, delivery methods, lower side effects etc. and that's why I am a holder and looking forward to some more good news. Very exciting.

No, I meant 100x. The comment was a bit tongue in cheek but based upon £1bn NPX002 annual sales, 20% milestone and PE Ratio: 20

Based upon that, we could see a 100x move in the SP- nice! Assuming all clinical trials are successful, any thoughts regarding the time to market for NXP0002?

General question. Do you guys think that 'the market' becomes aware that an RNS is to be released, the day before the RNS?

I guess this could be 'word of mouth'. However, I assume technology is now available to identify when a website has been updated in a 'pre-release' mode? (i.e ability to identify Company Ticker/ RNS Date) I have always wondered this based upon increased market activity before an RNS. Just a thought..

Excellent! That's very reassuring to know. I'm a new investor in NFX (Dec 2019) and possibly looking to increase my holding over time based upon news flow. I agree cocrystal tech is a very interesting market to research with some obvious upside potential. Good luck all.

Thank you. It is a bit annoying that NSBs website is down at the moment. www.newsummitbio.com

Anyway, I guess it's a good sign that Dave Tapolczay has had previous experience dealing with NSB back in 2017.
www.lifearc.org/mrc-technology-licenses-antibody-to-newsummit-biopharma-for-development-of-hepatitis-c-virus-infection-therapeutic/

Do we know why there has been a delay in receiving development milestone payments from NSB for the NXP001 licensing?
I assume these payments were contractually agreed based upon the terms of the license agreement?

Listening to the podcast again, it sounds like Steifel could release a research note early January laying out growth forecasts/ clarifying corporate strategy etc. If so, that would be very useful and should help momentum IMO..

Helx, are you saying that you don't believe that Bidstack are currently in discussions with several games developers and publishers?
Sports Interactive recently extended their agreement with Bidstack to 2022. Why don't you think others will follow?

Well written article and obviously some huge potential for in-game advertising going into 2020

'Bidstack has entered into a £10m trade deal that represents the first-ever major investment from an agency group into in-game advertising' Trailblazers!

"The board believes this agreement will give Bidstack's stakeholders increased confidence in the value of Bidstack's potential and will provide a persuasive rationale for some of the world's biggest games developers and publishers, with whom the company is currently negotiating, to ACCELERATE THEIR ADOPTION of its technology."
Hopefully, new games announcements sooner than expected after Thursday's news?

Super cool.
hTTps://www.youtube.com/watch?v=VBi4QlY_xr4

Today was an absolute blinder! Such a positive podcast and so much to look forward to with Bidstack. They really are the most exciting company on AIM. If I was JD, I would be aiming for a valuation @acquisition of £1billion+. I.e a 20+ bagger from here. Probably has a unicorn screensaver on his laptop. :)
Well done all LTHs!

We are assuming the half year results will be the only news on Monday - it wouldn't surprise me to get news re: large games publisher on Monday as well. Anyhow, anybody who has done the research knows the DAN news really is huge and will send the SP higher and will outweigh H1 results. IMO. It’s all about the future potential- don’t listen to the traders- playing on people’s emotions- they’re just after a quick buck based upon a swing.

RNS news regarding games publisher would be very nice. EA or Take-Two??