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And the 7 year marketing exclusivity, as of date of FDA "product approval", means that Dan & Team are in a race to get the p/ship deals done as the benefit to the partner will be less valuable if competitors beat them to an FDA-approved IPF product; IMO, this means weeks, the latest; but, as we have seen with Insider selling upon the ODD's RNS (with knowledge about the Placing), the SP will start moving before the p/ship RNS.

DriveSense will combine Cummins' expertise in high-performance electric drive systems with Transense's SAWsense technology, which uses Surface Acoustic Wave (SAW) sensors to provide real-time torque and temperature data from within electric motors. The project aims to develop and demonstrate a new generation of electric motors and power electronics using advanced sensing and control to deliver higher power density, improved efficiency and enhanced durability.

By integrating real-time embedded sensing with new motor and inverter technologies, DriveSense is expected to support the development of electric drive solutions that are more efficient, more reliable and capable of being manufactured at scale in the UK.

Https://www.investegate.co.uk/announcement/rns/transense-technologies--trt/award-of-major-apc-backed-project-with-cummins/9472484

Why the SP hasn't risen despite all the buys...someone sold 5-6% of the Co in one go, y'day at mkt close (must be a SELL).

Hopefully, now they are out, the SP can start rising.

With the war upending global routes, shipping miles increasing due to blockages etc, freight rates rising, IMO ship cargoes become more valuable, thus leading to more demand for T42's services/products - any views?

Monster Buy of 50k earlier; IMO, Dowgate is not selling as it'd have sliced through the 10% threshold and a TR1 'd need to be issued; I'd say it's war related jitters?

Looks to me that the smart money is buying, not selling?

Diversification? I am sure there are many potential treatments for IPF, as Soup says, so who knows which ones will become successful?

Astra has billions and invests a lot in its own R&D but also buys from smaller firms; why buy an unproven therapy now (or earlier), and not wait for further studies to corroborate (hopefully?) NPX002's treatment claims? The data requested is specific hence the deal is more likely if the studies result in the "correct" data - not for Astra only but any potential partner. I repeat, Astra may be just an assumption.

Just IMO, but it looks like a close above 0.25 is all but certain.

VikR, just to correct you - deals are likely, not a "deal" :)))

Tnx Soup, so doesn't this mean that Astra could be a likely partner? Can't be certain of course, but one cannot exclude this possibility, right?

Tnx Laura; if NFX's IPF treatment is better (IF!) won't it make sense for Astra to collaborate with NFX? Maybe even simultaneously with Astra's own product (to have a backup), and then Astra will decide - upon studies' results - which one to use? Their own, or NFX's treatment?

Can someone who knows more tell me is the above is feasible or not?

Who is? New s/hs will get their stock next week, and buying in at 0.20, why sell at 0.21-0.22? I see no logic especially when one assumes that the Placees are IIs who have bought in for expected profits in multiples of their 0.20 cost.

It hit 0.35 just 2 days ago, when the ODD was announced, then started dropping due to insiders selling (who knew about the Placing) - had there been no need for a Placing, the SP might have been at 0.35-0.40, IMO; this means that, with a 24% dilution, the SP should be around 0.27-0.30, ignoring the positive effect of being fully funded until out-licensing deal/s is/are announced, i.e. SP well over 0.30.

Did anyone notice that they also got ODD designation on the same day as NFX? See below,

small molecule inhibitor of ARG-1 and ARG-2

Date Designated: 03/09/2026

Orphan Designation: treatment of idiopathic pulmonary fibrosis

Sponsor: AstraZeneca Pharmaceuticals LP

Could it be Astrazeneca one of these? Did anyone notice that they also got ODD designation on the same day as NFX? See below,

small molecule inhibitor of ARG-1 and ARG-2

Date Designated: 03/09/2026

Orphan Designation: treatment of idiopathic pulmonary fibrosis

Sponsor: AstraZeneca Pharmaceuticals LP

IMO, we shouldn't worry too much about the daily ups and downs, in the near term; ODD's been granted, NFX is fully funded, and studies have to take place before / or simultaneously with ongoing discussions; next RNS could be a TR1 about Directors buying, about out-licensing, about studies' results etc; either way, progress will be slow but positive and I cannot really see anything negative ahead, other than PIs selling eg due to war jitters etc; the SP jump will come upon a deal RNS, so we just need to wait now.

What podcast?

Dilution takes effect upon the info becoming public i.e the SP adjusts immediately, irrespective of when the actual issue of the new shares will take place.