Member Info for Dicko80

Current mkt cap £700k

Cashburn £50kpm

IPO

NFX came to the market with a reverse takeover of Leverett plc at a price of £12m

Opportunity

Basement level opportunity with blue sky upside on a successful deal with NPX002 or NPX004, commercial discussions ongoing.

NPX001

on 18 September 2023, the Company announced that Oxilio had acquired ownership of its NXP001 patent estate for which Nuformix received new immediate and near-term undisclosed milestone payments, whilst retaining further development milestones and royalties capped at £2 million per year.

Some initial payments will received but more substantial payments were expected but haven’t materialised and I believe the company may be looking at selling the royalty

NPX002

Lead project

NXP002 is the Group's preclinical lead asset and a potential novel inhaled treatment for IPF and PPF and possibly other fibrosing ILDs. NXP002 is a proprietary, new form of the drug tranilast. NXP002's enhanced physical property profile uniquely delivery to the lung in an inhaled, smart nebuliser formulation.

IPF and PPF are devastating lung diseases associated with a higher mortality rate than many cancers with median survival of 3-5 years. Thus, IPF and PPF represent a high unmet medical need such that the requirement for improved treatment options represents a significant commercial opportunity. IPF is classified as a rare disease and presents a global commercial market that is forecast to grow to US$8.8bn by 2027. Sales of standard-of-care ("SoC") therapies OFEV and Esbriet (now off patent) achieved US$3.5bn and US$0.8bn respectively in 2022.

Correct mikey, it offers the opportunity to get in now at £3m mkt cap

Cash upto 4x mkt cap stage 1

Stage 2 a much bigger upside potential , with our licence sold on very quickly for $400m+

But more importantly opens up the great assets

Gold production - It won’t take much to get up to 1oz per month at BF, costs low to produce with a high POG , quick maths on $1000net margin , $12m pa, thats with costs high at $1500

Then play to start the same gold production at CI

DRC framework - we don’t know much yet, but it’s referred to as a bit of monster

Sale of non core assets , maybe Kenya , 700koz , even a fire sale would be multiple of mkt cap stage

Australian assets - highly attracted large land area surrounded big discoveries, mkt cap of the Australian has sky rocketed to some $500m+

Royalties due to come in this year from EL c$3m

from £3m mkt cap lots of upside

Current mkt cap c£4m around cash levels now, so nothing in for the business

As the link below the J&J agreement is just the start, so with such a big name on board , it’s a massive breakthrough for the company and expect a snowball effect with more and more clients coming on board

Looks a highly exciting growth stock with huge upside potential

3.71p based only on NXP002

We’re just getting started—more details about the official launch are coming soon. Stay tuned!

https://www.linkedin.com/feed/update/activity:7284962509336240129?trk=organization_guest_main-feed-card_comment-cta

That’s a wrap on an incredible week at the 2025 J.P. Morgan Healthcare Conference!

Trellus Health® was thrilled to connect with visionary healthcare leaders and investors who share our commitment to transforming chronic condition management. It was inspiring to showcase Trellus Elevate®, our resilience-driven digital solution, and discuss how we're improving outcomes, reducing costs, and enhancing quality of life.

As we carry this momentum throughout 2025, we’re excited to continue building partnerships that make a real impact.

Missed us at JPM? It’s not too late to explore how Trellus Elevate® can transform chronic condition management for your organization. Request a demo to learn more: hxxps://lnkd.in/ermVSgE3

hTTps://www.linkedin.com/company/trellushealth

I'm a buyer, will keep adding to just under 3%

Looos ready to move north now

MMS played a blinder 👏

What happened there 🤣

Managed get 90k at 2.2

I expect more deals to be announced on the back of J&J

Just prior to the beginning of the period, on 18 September 2023, the Company announced that Oxilio had acquired ownership of its NXP001 patent estate for which Nuformix received new immediate and near-term undisclosed milestone payments, whilst retaining further development milestones and royalties capped at £2 million per year.

NT to buy

Looks like she’s trying break out

It’s ok the opportunities with the president will be discussed before he signs for

💰m💰m💰m💰m💰m💰m💰m💰m💰m💰m

Next Wednesday

HTTps://x.com/abell2019/status/1879823674850848889?s=46

“More good news to come”

“Great 2025”

Can buy 3m online

NT after that

Plus gold royalties from EL , ops due to recommence

that alone covers mkt cap

Yes agreed orslega

Cash upto 4x mkt cap stage 1

Stage 2 a much bigger upside potential , with our licence sold on very quickly for $400m+

But more importantly opens up the great assets the company have

It won’t take much to get up to 1oz per month at BF, costs low to produce with a high POG , quick maths on $1000net margin , $12m pa, thats with costs high at $1500

Then play to start the same gold production at CI

DRC framework - we don’t know much yet, but it’s referred to as a bit of monster

Sale of non core assets , maybe Kenya , 700koz , even a fire sale would be multiple of mkt cap stage

Australian assets - highly attracted large land area surrounded big discoveries, mkt cap of the Australian has sky rocketed to some $500m+

Yesterdays RNS now de risks the company , from £2m mkt cap lots of upside

Maybe an update on BF, now we are producing gold

4x for stage 1 yes

Remember the comments about the DRC project dwarfs the arbitration award, so would be good to finally get some info on this