Member Info for EyeGuy

Commercialisation or SFX-01 on presentation

? Substantial market opportunity – CDK4/6i sales projected to reach c.$9bn by 2021e1
? Partner and/or co-develop SFX-01 as second-line therapy to CDK4/6i
? Up-front payment potential of c.$50m2 (although some deals e.g. AstraZeneca/Innate up-front of $250m for antibody in combination with AZ’s immuno-oncology assets)
? Double digit royalties
? Partners – Big Pharma or large biotechs, opportunity to enhance existing second-line therapies
following CDK4/6i failu

Good. Just re read the presentation. Massive upside here

looking good guys

great post. You have a drug with lilkely little side effects being used in breast cancer, MS and sub-arachnoid haemorrhage. No idea what the combined market of those is. £10's of billions probably.
looking forward to a significant re-rate here. I think before news this will be over 30p. massive potential

if positive this drug will be worth a fortune. news next week. plus other uses in MS and brain haemorrhage. Plus not much stock at all. should be a great week here

what is this worth?
Pfizer (Ibrance®/palbociclib), Novartis (Kisqali®/ribociclib) and Eli Lilly (Versenio®/abemaciclib ) are the key players with sales forecasts of $4.4bn, $0.3bn and $0.17bn respectively in 2018e2 ? CDK4/6 inhibitor sales forecast to reach c.$9bn by 2021
Potential of SFX-01 after CDK4/6 inhibitor therapy: a unique mechanism of action and a more favourable side-effect profile.

brilliant

17p paid. nice

The final read-out of the STEM trial in metastatic breast cancer is expected to be announced early next week, in line with the Company's earlier guidance of Q1 2019.

11% up. If these readouts come back positive then could be looking at 50p plus. Cure for breast cancer? Will be worth a fortune this company. Research SFX 01. Could be a game changing drug imo.

Huge news coming next week. If positive could well be hitting 50p plus. They hope they have a cure for breast cancer (SFX-01). When folks catch on this could easily be bagging before next week

I averaged up a bit last week. I thought 30p on JDA.
Maybe 20-30p range. We will see.

Unfortunately that is what happens. They have made a decision and have dumped stock likely because they need the money. It just means that pi's like me can pick up cheap stock and make money when it rises

yes but that doesn't necessarily mean 3.7 m shares now

folks need to do their own research though. simples

great post NEWS. It does show how undervalued this is. As always the share price is determined by the median between what someone is willing to sell at and what someone is willing to buy at and nothing else.
If KDNC choose to dumps stock at under 20p as they have done it does not mean that is fair market value moving forwards.

few posts here are wrong. KDNC's TR1 does not say how many shares they have right now. It is just the point at which they have notified. Often days late from true shareholding.
make sense??

look. this is very straight forward. its not mm games or whos a ramper on twitter.
KDNC have been selling anyway. They have used the liquidity to offload more. For every buy there has to be a sell. hence it stalled a bit yesterday. Should be a sharp move up. Why have they sold? Likely more that they are skint than anything sinister, I note on the KDNV BB they are a bit pissed with selling so low because likely when they have done it will fly up. dyor

we should be in for a nice few weeks here now. TR1's can be late announcing. doubt KDNC have many if any left now.
Should move sharply imo

I think KDNC are skint imo

great. KDNC probably out or very nearly. Under 3% now.