Member Info for Mars1

When news arrives will not be able to buy

Google shows the last traded price irrespective of whether bid or offer hence the big swings, lse shows the mid from the market bid/offer which always has a wider spread and lags the actual.

Tops that only has an exit value of £0.5bn this is going to go for between £2.5bn and £5bn dyor

Goup, Dan said they had confirmation in writing China would pay that sounds to me like an accounting requirement prior to inclusion in the accounts. So they have evidence it is a valid receivable so it should be a debtor in the balance sheet and revenue in the p/l a/ct. £2.7m Rev with costs of £0.7m?

The last 2 delayed 900k deals looks like a portfolio switch or share swap between holders as the 2nd deal has a higher Price. No one taking 900k would offer a higher price for the 2nd tranch.

Filter interestingly Dan said the royalties of £200m pa was speculation but that was in terms of contracts are not negotiated in hard currency. They are negotiated in percentage of revenue. Return therefore dependant on sales. Kissei in the past has agreed deals with high 20s perecentage points as a royalty. Probably irrelevant as this global market is £5BN.

The window is now to quarter 1 ie tomorrow until 15 weeks ie within the period not entirely at the discretion of NFX so as soon as the contracts are resolved. But heyho 4 drugs 2 contracts and more on the way we’ll....

Nobody can complain they were questions that were asked by shareholders peeps need to know when they just have to be patient too much info can be as bad as none. If your home n for the term it is irrelevant however I do begrudge giving easy money to traders/ shorters

NXP004 tests are following the same route as NXP002 as Dan has said the initial tests are being performed at Newcastle University. Would not surprise me to see the Papworth team involved with the clinical trials for NXP002

Dan was excited about something at the first interview had to be new news to him as he was more restrained in the next interviews. Was not NXP002 or nxp004 that was already in progress and not news to him. He said exciting commercial developments when referring to nxp001 so is NSB ready to sell nxp001.

Well impressive hold in sp given the midday 600k+ dump buys held the sales at bay. Have we turned the corner. Thought we had Black Friday bargain basement price, maybe we did.

Yes unbelievably cheap now but take note when news comes there will be no way in it will be nt all the way up

If so this could tighten up at a faster pace

If it is a matched deal it is type done by ii’s which may be start of a position build

Hi flab’s yes in NFX

Interesting bid price for following deals were higher and offer price did not collapse. Are they a match buy/sell switch between accounts at the bid therefore showing as two sells.

Perfect example when next contract drops be out and miss the rise

Yes Interesting IMM NAV is higher than NFX. One drug company phase111 will take another 52 weeks starting 2020. When complete will have to apply for regulatory approval. Just shows when it goes blue it will fly where in outer space shall we go

It was a 1pm deal will have already gone keep clearing them up

I agree with previous poster some value news is due before 23 Dec when new shares come to market