Member Info for ForFXSake

Looks like the first signs of interest now we're getting into Q4 proper.

Not sure how reliable the source is and it only relates to one isolated case so far but the document was first published last month and (if the document is correct) this is the first time Aprepitant has been used to try and treat the symptoms.

In summary, the subject was a nurse who had asymptomatic Covid & developed PACS symptoms in about July 2020. She did some of her own research and decided/managed to self-medicate with Aprepitant in March this year:

"After several months with these symptoms, as a healthcare worker, she carried out a search in PubMed and decided to self-medicate with aprepitant at her own risk. At the beginning of March 2021, she took aprepitant for 3 consecutive days at doses of 125 mg on day 1, and 80 mg on days 2 and 3. On day 4, the patient reported improvement, with disappearance of pain, asthenia, and psychomotor slowness, although with some variability over the 18 days, as she monitored her own symptoms using a diary of symptoms that she made herself. Today, two months later, the patient reports being in reasonably good health."

The document goes on to say:

"In summary, this is the first case of a patient taking aprepitant for a PACS. Considering the rationale, this clinical case may encourage researchers to look for the evidence for the efficacy and safety of NK-1R antagonist in PACS. If these findings are confirmed, we could be facing the first effective treatment against this frequent syndrome consequence of the current SARS-CoV-2 pandemic."

Recent doc suggests Apprepitant may be very effective treating of Post Acute Covid19 Syndrome (I assume that is long Covid)

https://onlinelibrary.wiley.com/doi/10.1002/ccr3.4646

We'll see what happens Taz.

I have to say that I feel more unsettled by their decision to remove the Q&A's from the website, especially as it is one of the most recent documents they have issued. After all we've been through, it makes me wonder if there is something in there that they now want to sweep under the carpet.

If it isn't an oversight and doesn't return soon then it makes you wonder if someone is trying to cover their a**e.

"Dunno why they deleted the AGM Q&A's off the website when they did the recent update."

I've just noticed that they have added this statement to the bottom of the Investor Presentation page on the website:

"Please note: The content of all investor relations materials contained on this website is deemed to be correct at the time of issue and/or publication."

I wonder if that is related to it's disappearance? If it was omitted by accident then surely they will add it again very soon. If not then perhaps the CEO would like to explain why this important piece of investor communication has now disappeared

1.1p bid

Is there nothing that Brindley can do to halt this inexplicable slide before we go sub 1p!

One thing I wish I'd asked at the AGM was what happens to the IP in the event that we do get driven into the dirt and can no longer continue as a going concern?

Who actually owns the IP in that scenario?

"Lucky I've just found a download of it. There are a few statements in there that need to be kept."

They've deleted it! I totally agree about keeping a copy of that

They can't have just given up Soup. They would have attempted to cash in by now. You don't just sit back and watch 9m disappear unless you believe you have a realistic chance of getting it back or you are not of sound mind. Especially if you are no longer serving the company.

Although I'm wary about DG's true holding (given that he didn't update after the placing), it seems that JH does report so I trust that her position is at least unchanged.

Thanks Firstname.

I certainly hope there is some logic behind all this.

It really is a head-scratcher when you hear it said out loud that JH & DG have lost over £9m each!

If you were (quite possibly) the most key individual in a company, the one who creates and understands the IP, would you abandon a position of influence after watching your holding evaporate by millions of pounds and entrust its fate to someone who stood to lose very little if things went belly up?

Would you then continue to do nothing if the individual you had entrusted your investment to unexpectedly handed their own notice in?

Either you've given it up as a lost cause or you know your investment is somehow secured. I can't see any other circumstances under which you'd move away from a position of control.

If it was a lost cause then surely the rest of the board must be of the same opinion and they would be duty bound to notify all shareholders as soon as possible? It would surely be against the law to withold that information so that privileged shareholders can make a quiet exit?

Does that therefore mean that they must have knowledge of a deal that is waiting to be signed on good results? I'm assuming it has to be for NXP002 if patents still have to be filed for NXP004.

Thoughts?

I bet she's delighted!

"Anyhow lets hope the BOD don't have the desperation to sell for a low ball offer."

At least we might get something back with a low ball offer.
After the unbelievable market reaction to the Oxilio deal, I was beginning to wonder if they hadn't just given it away for free and then sweetened the deal by offering to fund it through phase1 for them.

On the subject of squid games, I remember a game called death-walley which would be a good candidate for season 2.

It was a very simple game whereby a gullible individual was coaxed (or bullied) into being a goal-keeper between narrow goal posts that were chalked onto a large wall. They would then be tasked with saving a barrage of full-blast penalties until their hands were basically stumps. Oh the joy!

It should be made a condition of any company's listing that the game be played at the end of every AGM and there should be a mandatory resolution which shareholders can vote upon to choose who goes in goal!

Question is, who is left who has a big enough holding to require a sell to be worked so secretly over this period of time (it feels like weeks now).

Surely it can't be one of the notifiable holders making an exit on the eve of results. If the data turns out to be disappointing then their timing would look extremely suspicious.

It's like slowly bleeding to death.

They must already have the patent wording pretty much ready to go. I imagine they will be submitted as soon as possible after data release, if good.

Once acknowledged then I presume nothing can interfere with the process, so they should be free to make approaches?

"When Anne joined last December she made it clear that news would be data driven rather than PR driven."

Perhaps makes sense for NXP002/004. Not sure about 001 though. Is that not now a candidate for business development and therefore a bit of PR? Seems daft to ignore the product which is furthest along the development timeline.

If she has been brought in because NXP004 is based on Lynparza then surely someone at AZ will have put 2 + 2 together by now.

I don't disagree with that.

However, we do have a PR company on the books. It would be nice if they appeared to be doing a bit more than just sending an email to existing shareholders when an RNS drops.

Are they doing anything to let others in the industry know what we're upto in the meantime? Other bios have people attend expos and conferences to achieve that aim. They might not be able to say too much about NXP002/004 at the moment but what about blowing the trumpets NXP001 every now and again?

I have no idea, especially if there is no 'oven-ready' deal attached.

I thought that after the Oxilio deal was finalised we would move quickly back above 3p but that didn't happen. I can only assume that Brindley's unexpected resignation has given the market serious jitters.

If there is no deal in place then we are going to have to find a CEO to progress things before confidence can start to return.

On the other, If there is already a blossoming partnership in place then a sharp correction towards the Allenby estimates could occur pretty quickly.