Member Info for GraphiteTech

For those who doubt the figures provided and think they may be the musings of a fantasist they are not. AimChaos is your largest private share holder and I suggest anyone with a few minutes time does some research and checks out his back ground. Might get a few more who are undecided to jump off the fence.

Think this needs a tad more airtime at the top of thread, remember that the figures below relate to a single reformulation and not the furthest advanced being sildenafil. ----------------------------- AIM_Chaos Posts: 23 Research Opinion: Strong Buy Price: 1.45 View Thread (2)Ballpark numbersTue 15:43Just to demonstrate the potential of N4: The likely next drugs to be reformulated after Sildenafil is Valsartan / Losartan. $11bn global annual market. Dwarfs the Sildenafil market. I envisage N4 creating a SPV for the product, with a partner injecting �0.5m to �1.0m into the SPV. N4 will hold 90%, valuing SPV / produc tin development at �10m. Returns to N4 (3-4 year horizon from now to receipt of royalties, post development and commercialisation by a major pharma) with an investment of only c.�2.0m at N4's TopCo level would be: $11bn (market size) x 12.5% (market share) x 10% (royalty to SPV) x 90% (N4's share of SPV) x 85% (gross profit margin) = $105m gross profit pa. Besides Sartans and Sildenafil ($38m gross profit pa using same model as for Sartans), N4 has earmarked at least a further SIX drugs for reformulation. ONZ currently owns 49% of N4, and the RTO option is surely a likely outcome, given the existing tie up / prior share swap.

The reformulation would need to be took through the formal process of regulatory approval albeit a lot less stringent than a new drug, the partner would fund this for a share in the products royalties.

They would not need to sell the other assets, but they would become none core and likely sold for working capital purposes and not reinvested in further stocks

Including ISDX, very healthy.

Well done Thereaper. Your trade is on ISDX. This trades on both LSE/ISDX.

Prof Khan is also head of development at this listed Uk company that holds a OTC US listing. https://www.google.com/finance?cid=614628678623242 �300 mcap for the listed spin off, likely group worth �1bn+. Wonder what he sees in N4......

trades, I think it is just a case that value is not represented here yet. I think it is fair to say that they have the same if not better potential to grow N4 way above the likes of SAR et al. Yet we have a sub �3m mcap and most AIM pharmas which are way further behind us in any commercial or JVV type situations are holding mcaps of �20m+ on the potential they hold. No potential is being expressed in the mcap here, yet!

Very true, bring on the heavyweights and the deals will progress.

Well you can watch and buy between 5-10p The shrewd are loading up now, that RNS is a real statement of intent.

I would expect that N4 will reverse onto N4 at some stage but they will likely want the current holding of N4 to reflect something closer to its current worth. My thought process is release the viagra JV, get the mcap between �10-�15m and then RTO N4 fully on to ONZ creating a pharma company with c�30m mcap, At that juncture they may also raise �5m or so to fund the development of the wider portfolio. Just waiting for it to happen.

Agree 650k buys @ 1.53 no move then a 150k sell and they drop it. Lol.

Good buying early doors. 600k plus already at 1.53.

Could not agree more, viagra re-formulation gaining a partner and we will race past 10p in short time.

Let's see if this momentum can carry through. Over 2.2m buys Friday with little sign of any sellers. I think we have exhausted our sellers now at these levels. Likely a lot of the free float is in safe hands. Long period of consolidation that led to a very tight channel and now a sharp break out. We may need news to get above the 2p level but a strong move to that point could now be on.

People can see the potential of a large multi-bagging here.

Happy days, stock suddenly got very tight,

Looks like a break through 1.5 will lead to an attack on 1.75p again This time we may have the news and momentum to drive us through.

We have some serious interest today. Best buy volume for some time.

We need Dave back to curb this enthusiasm.