Member Info for Cdub1

Thanks Yorkshireboy, I’ve just read that. Basically they say Tranilast is not stable and it’s efficacy is poor in many different situations and our patent fixes all these problems. I have to admit I sold out of this a few months back, the director’s sells and resignations frightened the bejesus out of me. I don’t know what the heck happened with DT and what his fire selling of stock is all about. I still am wary yet when I read this patent I am straight away thinking “wow!”. Especially when it mentions the other conditions (including certain types of cancer) that Tranilast has recently proven to “inhibit”.

Who cares about the price when it spits out a 12.5% divi per annum. The FTSE is a gem if you ask me, there is company after company with massive yields. Just buy and forget about it.

I always wondered why they were dealing with the Chinese in the first place, has there ever been a successful deal between a Chinese pharma company and a western one?

Jesus wept.

ATrades, it’s the most frustrating share I’ve ever owned by a long margin. We’ve had:
Spreadex selling
CPI selling
The fake times leak (so Alan Miller could sell his shares)
Numerous missed deadlines
A placing
Warrants
2 directors leaving
and now a director sale.

Put so much research and faith in this. Really thought they had something. Now I’m starting to think it’s a POS.

I agree with Marie. What with II’s dumping, directors leaving, warrants, placings, fake leaks, missed deadlines etc. This is starting to look less credible every week, I hope for good news soon, still hold but have seen it time and time again e.g EVRH, VRS, BIDS etc.

I bought more when we were at 10p. So my average is somewhere in the 7s. Missed many opportunities because of all my money in this. Best time to buy if a company is dealing with the Chinese is if/when the RNS is released saying the money is in the bank. Seen the Chinese refusing to pay, taking way longer than anticipated and taking Western companies to the cleaners. They just do everything differently and you just don’t know where you are with them. I’m still holding btw but in the future I won’t be buying into a company solely dealing with the Chinese until money is in the bank.

Note to self: never, ever buy into a company solely depending on short term income from the Chinese ever again #chinasucks

I’ve been holding for a year now. When I first starting investing I got very lucky and bought into several hype companies early on and it was very exciting and the dopamine hit flew to my head, after that everything went tits up and I decided that I would only buy companies with certain precursors (e.g skin in the game, revenue, sound ceo, no ceo sell-offs etc). Investing changed from this exciting activity to a boring, logical regime. I realised in this game to make money you have to do thorough research, buy when no one else is buying and hold for very LONG periods of time. This is completely against human nature and especially against my impatient personality. So often when I post on here I may sound frustrated but really it is just my vent, I hope to see my strategy and efforts rewarded but I can honestly say why people say investing is harder than having a job. The other thing I can say is that there are a frighteningly few small caps of real sustainable potential and even smaller amount of them that are fairly valued. Investing is hard and investing is extremely boring!

I’m not expecting any news tomorrow (let’s face it there would have been a leak) but I know NFX have and do something of great value. The trouble is, with a tiny team, the mountains of pharma bureaucracy that need to be climbed and the fact they have to prove their drugs are better than the existing ones on a shoestring budget and get the attention of big companies (no marketing department) everything is taking a great deal of time. I’m not going to lie, I’m finding this wait excruciatingly boring. I have been invested in some exciting companies that would fire off exciting things on Twitter and ramp up exciting RNS’s but here it’s like the Great Silence. Definitely the most boring company I’ve ever invested in, I’m hoping that’s a good thing and it’s not because everything’s gone tits up or Dan is just using us to sit in a nice s****y office in Oxford, with his feet on the desk!

Thought the RNS was finally going to be the money from China but oh no, more dilution. Sigh.

Hi Alltorque, when was your buy? Everything showing as a red, MM playing games?

Google’s share prices wildly overswing, the non subscribed LSE share price takes for ever to update. The subscribed is far more accurate but doesn’t really move much through the day, currently showing +1.2%

20p is still only £100 million cap which for a pharma company is pathetically small. We should be at 20p by now just with the news we have.

I think the share price malaise this Jan is down to people loosing their will to hold in case this grinds on longer than anticipated. It has definitely taken way longer than expected and I have to admit I never thought we’d be at this stage still waiting for Chinese payment almost a year later. Despite what others say on here, I still think the Chinese payment is vitally important because it validates our product and whole business model. NXP002 is likely to take months and months of negotiations and then more months waiting for payments.

Just a warning, I’ve been in many shares and seen many talk of £billion market caps, for them then to crash and burn (latest example sh*tstack) so I am extremely wary. We are going to find out if this company is of value in the next few months, several companies have paid NFX large sums of money in initial payments which is an extremely promising sign and why I’m invested but until the actual main cash lands in the bank we still do not know if this rocket is going to take off (hence the subdued sp). If NSB do pay us our £millions or Kissei or whoever then the sky is the limit and we will very quickly smash £400 million market cap but until then we are in no mans land. If we don’t get paid within the next month or so then we’ll be going down to 5p again. As always the cash does the talking.

Just listening to the new Vox podcast, Dan hoping for payment by Chinese New Year in Jan!

Yes considering we are owed a fortune by NSB, which is meant to have been our chief source of income for this year, it’s a phenomenal balance sheet there. Very impressive.

Not much to get excited about there (in the short term). Good to see they’ve kept costs down mind.

It’s a frustrating share to own, this. The bod have told us they plan to sell it so I guess there is no need to have II’s of any kind. This is probably going to be stuck in a range for a good while and then one day I expect to see it 80p+ (£350m mcap) on a takeover talk. We could be there within a few months or it could take a couple of years. Patience is the name of the game. Despite the fact in this Twitter world people can’t hold on to a stock for more than a few hours, I am confident that this is a gem. I’ve searched through hundreds of AIM and small main market stocks and this is the only one that shows significant value and promise IMO. The only issue is the wait. I’ve been in for nearly a year now, I had the opportunity to sell for many £thousands of profit but didn’t, I have no intention of selling until the very end, even if we drop or soar. Of course I would sell if Dan suddenly dumps a load of stock for no good reason and/or starts acting in a nefarious manner. That would be an indication of this being a lifestyle business like most of the other small cap/AIM dross you see. So far I am extremely impressed with the bod and very confident in this company and the future.