Member Info for JOHNO77

Looks like article’s referring to freeze in UK manufacturing that AZN have had in place since 2017. No freeze in R&D. Nothing to worry about IMO.

Good points. Vander I would like to think we are still at the beginning here even taking into account the big disappointment of the reform' division. As highlighted by Petty, this failure has obviously dented many peoples confidence in management but we need to remember, this is junior pharma which has to be classified as high risk / high reward. Yep we indeed fell at the 1st hurdle but now we're up and running again.

I am in Bongas camp here. The advancement of Nanotechnology will surely take the pharma world forward with new innovations. As stated, the upside is mind boggling which is why 4/5p looks like a gift for those willing to take the risk. Anything remotely positive from the Medimmune or IofA collab' and off we go again.....

Maybe you were on holiday Maz…. Hugh was outed as David Farrier did you not know? Has since made a hasty retreat from all BB's.

Bidnolid - point taken will spell correctly from now on :)

You're wrong there Maz, there is a very high correlation between great spelling and great returns in the market, did you not know?? ;)

Oh no, I made a spelling mistake on a BB!! I won't be able to sleep tonight now!!!!

I don't think it was bad spelling that lead to Hugh's downfall do you?

Massive outfit Bob, owned by Astrazenica and provide 50% of AZ's product pipeline.....

If Med's experiments using Nuvec acheive the required results then it's not hard to see where this is going from the current mcap. Sounds rampy but it's a fact. They'll have had approx 9 months in the lab to fine tune the prototype so plenty of time to get things right......

Yep morning all.

Tough out there today Maz, at this rate we're in danger of finishing flat and still being on the top risers board lol ;)

For those interested here is a link giving more detail on the Medimmune project. Medimmune are exploring the manufacture of a prototype nanomedicine product using N4's Nuvec delivery system which could one day treat cancer patients.

https://gtr.ukri.org/projects?ref=133429

Understand what you are saying but I think he must actually be inwardly confident ( not just ceo bravado)to initiate this collab. Poor results in 4 wks would be Far too damaging this soon after closure of reform division and he must know that imo. Speculation on my part

I don’t think that’s their main focus at the moment maltloaf

Seeing as the generics division was closed last month I think Nigel must be super confident of successful results from the UofA collaboration.... Maybe his confidence comes from good results having been obtained behind closed doors in the Medimmune lab? Finding the Uof A with this particular requirement / problem was a great fit for our research. The results we get in 4ish weeks will be very influential surely.

Looks like Immunoconsulting is his own company which he started in 2016 and as such i'd expect he wanted to keep it going. We can only guess how many days per wk he is doing....

More interesting is that he actually worked for Medimmune as senior research scientist for 3 years between 2013 and 2016. He obviously has a thorough knowledge of the workings of Medimmune and what they are looking for in their various products / collaborations..... I'd say it's a massive sign of approval for Nuvec having him on board..

Good head hunting by Nigel....Or maybe once we started working with Medimmune they realised the super potential of Nuvec and advised NT that they wanted Andrew to be involved as part of the project moving forward??

All bodes well IMO.

Own up who's dumping??????

Ok enough of the doom and gloom, I've been looking at some collaborations that have happened recently between Medimmune and partners. We're currently only guessing what's going on behind the closed doors of Medimmune but if the relationship was to bear fruit then the vast upside is plainly there for all of us to see... From our starting point of 5m mcap the potential doesn't look too bad on a RvR basis....

DYOR

1. Innovio Pharmaceuticals - cancer vaccine collaboration ongoing, started Aug 15. At that stage their product was only a phase 1 clinical trial stage...
$27.5mill upfront - milestone payments up to $700m.

http://ir.inovio.com/news-and-media/news/press-release-details/2015/Inovio-Pharmaceuticals-Enters-Into-Strategic-Cancer-Vaccine-Collaboration-and-License-Agreement-With-MedImmune/default.aspx

2. Innate Pharma - co development & commercial agreement for antibody product.
Initial $250m upfront, milestone payments up to $925m
(They received 41.6mill euros during 2016 and 32.3mill euros during 2017)

https://www.innate-pharma.com/en/news-events/press-releases/innate-pharma-and-astrazeneca-announce-global-co-development-and-commercialisation-agreement-iph2201-immuno-oncology

3. Compugen - Licensing agreement for its antibody products
$10mill upfront - up to $200m in milestone payments

https://www.cgen.com/wp-content/uploads/MEDI-CGEN-PR-FINAL-04022018.pdf

Cool, ATB with it.

I'm taking the same view as banknote and added at 7ish and again at 5ish. Could well be wrong, who knows. If Nige has totally lost the plot with Nuvec then i'll be waving the money goodbye.... Agree these mini spikes on thin air are bloody annoying, great if you are trading but when they shoot it up so quick hardly ever sustainable so no good for a longer term rise.

If we get a more substantial rns then that will be a completely different kettle of fish...

No worries. It was a joke how it got marked down so much after 5 mins of each rns...

I hold my hands thoughI bought some more around 20p after it dipped thinking it would then rally into August..... No one expected the early timing of that July RNS.... you would have needed a crystal ball.. :(

Totally understand why some are very critical especially if they bought high and have now had the ground pulled from under their feet. AIM gives plenty of other opportunities to give the money back so I guess if you don’t think N4 has what it takes then maybe try elsewhere. Ok some may feel locked in and it’s never that easier to sell when you are... Guess the real lesson Artyth is that entry is key. Buy at lows don’t sell at lows. Anyone buying at 20-30p was buying after the stock had already 8 bagged..... I feel this has a real chance of going at it again from these levels as we go into Q4, so am bullish :) Vander great notes last night, thank for bringing OXB to my attention, what a success story!!!

Sloppy, todays RNS has no link to the AZ collaboration so not sure how you are linking the two??. The data received from the UofA collaboration works will be of great use when it comes to presenting data to potential commercial partners so the 30k is not too much of an expense surely when we must have aprox £1.1m cash in bank.

With no immediate income from this deal it's easy for bashers to dismiss todays rns as being trivial.... I'd just see this one as a little bonus that is bubbling along on the side.

More worrying is that i'm sure I remember Sloppy bashing this share big time in Q3 2017 @ 5pish, just before it made the big move to 30p..... !!

Looks like today confirms the beginning of a new uptrend Maz.

Looking forward to new updates trickling through. Hopefully will not be in single figures for too much longer.