Member Info for dansey

Must more sensible Ajay

Like I said be B_Positive I don't think there is any chance of this hitting 50 M mcap anytime soon but I'm curious to know on what you basis you think so?

I will be happy to eat my hat if I'm wrong.

Yes very relevant, are you on twitter Soup?

I still think this a good investment but this is not going to 50 M anytime soon. Might go to 50 M in 8 years if NXP002 has e.g. a 5%market share and 10% of the revenue for for the product but this is not a short term investment

Interesting paper thank you.

Interesting this phase 3 trial:

https://www.pulmonaryfibrosis.org/patients-caregivers/medical-and-support-resources/clinical-trials-education-center/pipeline/drug/idiopathic-pulmonary-fibrosis/treprostinil-(tyvaso-)

any thoughts on how treprostinil compares to tranilast Soup?

It can take as long as the parties involved want but it should definitely not take longer than 10 years in our case, hopefully only 8 or so

Sorry Soup, my bad. I didn't include the word idiopathic in my search.

Dear Soup,

I agree, a 1.5 M market cap company can never bear the burden of obtaining a 50 - 100 M marketing authorisation which is also not their plan like I said in my previous post but this cost must still be apart of the equation.

You are uncharacteristically wrong on the number of clinical trials currently underway for IPF. There several (around 400) in the US and around 4 dozen in phase 3 (longterm human trials). Some of these will be breakthrough medicines and very interesting in their own right.

None of them do however use the inhalation method so we have a niche there. NXP002 does treat symptoms, is palliative and slows the progression if I have the correct understanding but at least one of the medicines being tried in the US can reverse fibrosis so I don't think NXP002 will ever become the standard of care. It might be used in combination with other treatments and for individuals who do not tolerate oral IPF medicines.

LN: the 6 year figure is an approximation; 6 months phase 1 trials; 1.5 years phase 2 trials; 3 years phase 3 trials, 12 months paperwork. I think this is an optimistic estimation.

Well, yes sure, there is a lot of risk and a lot of reward, not sure about the ratio though, I've been here for long and I am not as confident as you but still keeping my finders crossed.

It is a pity this has been delayed for so long and it will be really interesting to see if they find a partner during the next couple of months. If they do it will rise if they don't it will go to zero. I think time is our enemy here as there are several other products being researched for IPF and as times passes it becomes less and less likely that any of the big pharma companies find this interesting.

Yes thank you. That's around the figures I found earlier today.

The bad news is that it will take at least 6 years to get this product on the market from the moment they start clinical trials. There are around 300 clinical trials on pulmonary fibrosis currently in process in the US but I haven't dwelled into what they are actually researching (this might be obsolete once/if it hits the market), they need to demonstrate at least non-inferiority or perhaps benefits in combined treatment.

It might take around 70 M - 90 M to get marketing authorisation for this, so it's might be a risky investment for someone to pick up (depending on what's in the pot, currently brewing across the pond). Will let you know if and when I take a look at that.

Dear all,

I would appreciate the following information if you have it otherwise please don't worry:

1. does anyone know how many individuals are suffering form pulmonary fibrosis in a. the EU b. in the US?

2. how much does the standard of care treatment generate in sales revenue today?

3. where are clinical trials on NPX002 at atm? do they have plans to start trials? Is there an EU parallel to clinicaltrials.gov? Is there any published information available for NPX002? Are these studies likely to take place in the UK/EU or the US?

4. does anyone have any idea how much money it will take to get a. MA in the EU and when we might get it? b. in the US?

I know NFX will most likely not go through this process by itself but I would really much appreciate it if anyone has bothered collecting some of this information.

Thanks beforehand,

Wholeheartedly agree FX.

I've been holding since 2020 for my sins. I sold some shares in Indivior at thhe for a good profit which has all-nut evaporated

I also think your sny comment about 'thinking for oneself' was uncalled for and generally a silky advice although it might have made you feel clever.

Firstly everyone thinks for himself. I need to think for myself to write you this message.

Secondly a non negligible part of any group are idiots, it would do them good to think less for themselves. I might be one of these people.

Thirdly you don't know individuals on here or their personal situation nor how much they have invested here. It might be utterly counter productive for someone to dedicate any time thinking about this in any way because they might only have 0.001% of their monthly salery invested in which case it might be better for them to chose to continue focusing on their real job with out getting to much involved with this sort of thing.

Not my words ffs, I have been á holder in nfx for years and I know Soup has too. No doubt that we bought in too early.. you would have thunk it.. but anyway I asked him because I know he is not a day trader and he is not phone to dramatic statements like si many here. My work is involved with Pharmaceutical Market Authorisations and I honestly believe in the potential of the product.

This board is evidently meant to share opinions and research and I am very happy to hear your tale on the questions I posted below? Are you a long term holder, day trader etc.?

Thank you very much, as sensible as always

And how high do you think this could go if it takes off? (In other words what's your rational for holding? As a high risk with small yields is not what anyone is after)

Soup, you must be one of the most phlagmatic individuals I have ever encountered. And I mean this in a good way.. it's the English psychy. As one long term holder to another what do you estimate the chances of this succeeding to be?

Curious opinion, I think this company is basically dormant in a shelf somewhere in Ireland. They will definitely not be awarded any contract in Iraq or anywhere because they have no operations and no experience... I beg you to differ

Great day for EUA could be the beginning of a recovery with peace talks leading to a ceasefire soon!