Member Info for Mars1

FFS although the Great Depression was a negative it was Great because it was a significant negative. Let’s hope for a significant great in the right direction. I believe the wording used was precise therefore plenty to look forward to.

Soup I appear to be not explaining myself very well what I am saying is the product potential is great and that was the incentive to attract the new CEO. She did not need to describe them as great but she did and that is her professional opinion that is more than a significant endorsement

Soup there are a number of adjectives that can be used to describe potential, also potential itself is sufficient to describe prospects however ‘great’ has equivalents in history Alexander the Great, Catherine the Great, this is not a statement that can be made lightly by a CEO in an RNS.

This is why the new CEO joined “ Having worked in the pharma industry for over 30 years, I can see that Nuformix has assets and technology that have great potential ”. Emphasis on GREAT not just has potential from someone who has worked in R&D and development in large and related specialised pharma. NAV £14m. Can only be speculation that NFX are ticking boxes for contractual conditions however negotiations have been in place for over 12 months so this can drop any day but it will happen when the counter party is ready.

Cannot understand this SP it is the general market view in the diagnostics industry supply cannot meet demand as below. Weekly manufacture increasing to 2.5m per week it is a no brainier.
https://mobile.reuters.com/article/amp/idUSKBN28I1YM?__twitter_impression=true

RNS 7/10 “ conditionally placed 23,214,285 new Ordinary Shares (the "Placing Shares") at 2.8 pence per share (the "Placing Price") with certain existing and new investors”
New investors is interesting at this point before CEO appointment, below 3.5% retains annonimity, so 15m shares 3%, gives an investor an interest and placing is a success, some companies like to have an investment in partners. No existing investors reached the ‘big’ list, or holding increased??

So this starts 22nd Feb. The Pfizer jabs start next week, say 12th for 800k?. Plus 21 days is 2nd Jan. Main batch next year. Some early Jan. Plus 21 days is close to Feb. If materials are supplied or already supplied would be £1.50 a test. So 20 million tests, almost the same as 40m shots divided by 2.

Scarlet equals Scardey

Scarlet Mologic have built the capacity to provide cheap tests to third world countries

RNS 27/5 outlined the collaboration with Vistagen AV101, the following news release outlined the improvement in performance of their A101 formulation in the second preclinical tests in September. All sorts of news is getting closer day by day.
https://www.vistagen.com/news-media/press-releases/detail/151/vistagen-reports-positive-new-data-from-second-preclinical

No I did not mean permission it was more along the lines do you think it would be of interest and can we have an introduction. There is a good chance it was a lifestyle choice. Made money in the Sosei takeover loads of shares in Acacia why all the US hassle? If U.K. based and wants part time involvement has great contacts question was will he do it? Again all guess work on personal circumstances, too much of that on this board and something I try to avoid, I don’t mind corporate guesswork

Well it is all speculation until something is confirmed , there is a high percentage chance that Julian Gilbert arrived at NFX as a Ned through discussions with either Acacia or Sosei. I personally would not be disappointed with any access to the US market for an NFX drug as chemotherapy nausea deserves a solution and it is not a small market and it would showcase an opportunity for other pharma s.

Sosei have raised funds in July to acquire a near market ready drug to license in Japan. The connection with Acacia is Gilbert. Acacia on their website have a near market ready drug listed in the US which will deal with CINV. PONV is pre op nausea not nausea caused by chemotherapy

FFS from the RNS of the appointment of Gilbert
“ Julian resigned from Acacia on 31 July 2019. Prior to Acacia, he was co-founder and Commercial Director of Arakis Limited which was sold to Sosei in 2005 for £107 million. ”

So there was a company interested in NXP001 in May, funds were raised in July one specific reason to licence a near market product in Japan , website is primed in the US saying product is coming, no coincidence a Ned is employed previously connected to the US brand. So a global contract at least covering Asia and the US. And the has been a buyer on a regular basis of 500,000 shares and we just get constant moaning like old fish wives. So what is left to do? Either the buyer is Sosei or the contracts are drawn and it is related support company leaks.

That could mean Sosei will liscense NXP001 for Japan and use the Acacia branding for the US market

Also just noticed this on their website introducing the three treatments including CINV and that is this quote “ Products

Acacia Pharma has a portfolio of approved and near-market products targeting large and growing markets with significant unmet medical needs.
The interesting wording is NEAR MARKET PRODUCTS. Seiso does not have a CINV product in its market research products in production.

I find it interesting that Acacia on their US website has descriptions for PONV, BYFAVO and CINV yet only have solutions on sale for the first two but not for CINV. That is curious am I missing something or is it there as a pre-sell to let customers know it’s coming?
https://acaciapharma.com/

Prior information notice of testing to take place in May ie testing is here to stay. Testing for antibodies and antigen with swabs and Mologic LFT springs to mind boom

https://bidstats.uk/tenders/2020/W48/739573790