Member Info for LTbeliever

Bid now 2.16, if anyone wants to sell.

Last year the - same - Audit co delayed to April (they had just "taken over" the audit, let's hope this year they "learned" their lesson; if another delay, what will their excuse be??

I don't think so, Sol, so we need to ask plenty of questions :)

Let's see if the Long Stop deadline to Feb end will not be extended; still a wide spread on the shares, 1.90 Bid, 2.50 Offer, it'd be nice if volumes increased and spread shrank a bit!

A contrarian indicator then - ODD on Monday! :))

Co raised funds @0.20p back in early Nov, on the back of the EU ODD only and w/o the FDA ODD (but, supposedly in the bag); obviously at the time that Price seemed appropriate so IMO, we need a) FDA ODD and/or b) p/ship deal for SP to start moving upwards.

Given that the Half Year Report is usually released by end of March, we'd probably get 2 RNSs in the next 1-5 weeks, hopefully both good!

1 week left for news? eo February, barring no surprises.

With these regular 10k buys and the 50k one from the other day, it'll be nice to see some II upping their stake.

You'd have offered a "meeting" with Prince Andrew, as a sweetener, to speed things up :))))

It's rather general, so maybe it could be by an AI bot they use to answer? They must be getting 000's of emails from all over the globe.

Resignations and/or downsizing thanks to DOGE/Musk etc, and the non-stop disruption at the top of the US Gov is bound to have negatively impacted their output.

They did "agree" it's a punt at 64p; IMO, more upside than downside. With PBT at 5mln (say in 2-3 years?) and a min P/E of 15, that's a mkt cap of 75mln i.e. about 7-8x from today's SP; realistic? I don't know but it's not impossible.

Maybe someone can ask Tim/NFX of their views on this matter?

Very superficial analysis IMO; they have no idea about the ongoing projects, the fact that GE has already developed T901 with the real benefits in performance etc. For example, GE has an interest to promote T901 and get it into full production to recoup its investment but also jump ahead of competitors. But these projects take time. I agree with them that it's been going on for a "long time" but if you are near "take off" of the technology, this isn't necessarily a bad thing, given that they still have 4 years of royalties from Bridgestone.

Info1p, the link for the US drug co's announcement is from 8 December so IMO, it's not something the market is not aware of.

I agree Big-K with "If anything, this is mildly supportive for the IPF space. It shows the FDA continues to recognise IPF as a serious, underserved orphan condition and is actively granting designations in this area."

Let's hope our ODD follows suit.

Looks like this substance has been around for quite some time and still needs a lot of research to develop.

https://news.puretechhealth.com/news-releases/news-release-details/puretech-announces-successful-end-phase-2-meeting-fda

Https://www.accessdata.fda.gov/scripts/opdlisting/oopd/detailedIndex.cfm?cfgridkey=1084425

There is an ODD last night on FDA site, for an IPF substance - deupirfenidone - by a US co (PureTech LYT 100, Inc., a subsidiary of PureTech Health plc); if the FDA "batches" this could mean NFX's turn is fast approaching? But what about the competitor?