Member Info for ForFXSake

I always thought Kissei was supposed to be huge but it turns out it's worth about 143bn JPY which I think is around 840m GBP

Compared to the likes of Astrazeneca, it's a tiddler!

" More likely a mid size outfit looking to break into a space"

What would be regarded as mid-size? We want deals with pharma that can pay. Not fairytale promises of heavily capped royalties and mile-pebbles

The self-convincing excuses for delays already seem to be manifesting.

If partners are prepared to wait then why not just wait for us to run out of cash entirely and then the bones out of the carcass?...it won't be too long now!

Goodings job now is to raise the profile as soon as possible, (not with pump and dumpers on TG but with big pharma contacts) and he needs to get a few interested so they are competing. He should have been doing then he was contracted as BD consultant.

We can't afford to wait (we'll, not unless you happen be to able to get yourself some shares in whoever gets this for nothing when the cash runs out)

Can you believe that just over 3 years they were telling us that they were talking to potential partners? If I remember rightly , the numbers being discussed on the boards were that that deal could have been worth around £200m.

Who were they and if they were interested back then, then why are they not interested now? Why is it still a big secret?

It's a big like the big 'insti' investor

I find it hard to feel excited about anything Oxilio

We still don't know the terms of that deal. We don't even know if we'll get a milestone for that, nor how much it will be. Nor do we know how much revenue they'll have to pull in for us to our measly £2.5m capped royalties!

I can understand that the Oxilio shareholders might feel different.

As you say, DG probably feels happy about it...all I can think of is that 'Provention' slide from the Q&A

"hmm...... AI picking up how cheap NFX is.."

It's been cheap for a very long time. Unlikely to change without news of a deal

There was a slide around the 8:50 time showing how it was outlicensed to someone for about $6m before Sanofi snapped it up from them for about 2bn

Thanks for sharing Soup, a I didn't find much of interest in there to be honest.

Also quite alarmed at the use of Provention as an out-licensing example. The parallels are too similar to the Oxilio deal for my liking. In other words, small outfit gets it for peanuts and ends up selling it onto big pharma for billions.. not a happy ending for anyone who's been in since the days before the boardroom clearout.

DG's references to looking towards Oxilio for a 'non-dilutive income' are laughable. What income has there been so far?

It's pushed back because they won't have the money to do anything with it.

That's why some kind of BD breakthrough with NXP002 is so important now.

Johnny,

My comment yesterday about the punt was mostly a tongue-in-cheek dig based on previous experience of seeing the P&D crews start posting rampy garbage before a few modest transactions occur to 'prove their point' and draw in the gullible.

It has nearly always ended with a fall back to where we were before it started (or worse) and it makes the share look like uninvestable junk, despite the scientific good that is hopefully being achieved in the background.

As for this board being a source of engaging comments, I think we've been lucky with the quality of some of the posters who have contributed in the past and still continue to contribute today. The problem is, we've analysed it to death. Without some new progress on the BD front (or NXP004) and no JH to deliver new products to drive up the interest again, we're just going to end going over old ground.

I think that's one of the main reasons why the comments (including my own) occasionally deteriorate into pointless bickering. The Devil makes work for idle hands...and all that.

No it isn't.

It's about P&D initialisation size really

Looks like someone's just punted £7k. I wonder if it's in the hope of drawing in the gullible?

I'm not sure anybody watched it, judging by the market reaction, thus far.

I didn't get to see it either, unfortunately, due to work commitments.

It doesn't really matter to me anymore what they say now. It's what they do that counts.

Jiving, I recommend using the filter.

I find glancing at a green coloured rectangle to be far more soothing than reading the nonsense/gibberish behind it :0)

LOL! Ditto.

Now I have to search for worthwhile posts in between masses of green filter rectangles!

Agreed

Yes Soup. I guess we'll have to see just how much groundwork DG actually did when he was a paid consultant. He should have been busy squaring them off against each off against each other for a nice bid war...I wish.

As for ria, Swazer is probably the best bet for some training in the old tea leaves, no?

"Anyone who has to forgo milestones is in a desperate state"

Were you grinning when you wrote that?

£70m upfront (just under 10p a share) or.......wait for it ..... .milestones (probably capped at £2m a year :0)

I'm holding out for ria.

Cracks starting to appear

This message board is now full of them!