Member Info for Mozax

The emergence & rapid spread of the Omicron Variant will put our in vivo COVID testing results in the Spotlight.

These results are imminent, and the timing couldn’t be better IMO.

The MTA’s will have confidentiality clauses, those Companies won’t want the Competition to know what they are up to!

Obviously if an agreement is made for a particular territory/territories for a specific application, then an RNS will be released.

Once the patent protection comes in for the US, China & India then it will get pretty interesting. Those final territories are imminent.

There’s a lot going on here & I think we may have a fair bit of news during December & January.

One of our MTA’s is with a MAJOR International Company working in the Gene therapy Space.

“With the potential to cure serious diseases like cancer and persistent virus infections, Cell and Gene Therapies (CGT) are poised to transform the pharmaceutical and biotech industry soon. The market is projected to grow rapidly, reaching sales forecasts of EUR 27.9 billion by 2026. There is little doubt that cell and gene therapies are a promising new segment, but market entry is not straightforward, and established pharma & biotech companies must develop new strategies to enter the market and become respected players. This is the finding of our latest study, ‘Pharma’s big opportunity to ride the next wave’, which explores the potential of these new therapies and the major considerations for CGT entrants.”

I bought 45K this morning and waiting for my fill & kill to go through. Hence my comment about it going to NT.
I topped up a further 100K at 09:38 and naturally had to pay more, 7.99p. As the price was raised I bought without it going to NT.

Yes, you may well be able to buy 100K but they will be the last ones at 8p, there were 5 MM’s selling at 8p this morning. & now only 1 at 8p. SNGR have just moved to 8.8p so perhaps we’ll see some swift moves into close, with a little buying.

Prefer it to stay low as I’m still accumulating.

Investors should remind themselves of what has developed since The IG interview with Nigel back on December 14th 2020.

Watch/Listen to that interview again.

Compare the SP then and compare to now, and what we have achieved during the last 12 months.

The potential upside, a new delivery system for new, more complex drugs across numerous disease treatments, in my view, is immense, whilst the downside risk at the current MCap/SP seems very low.

False promises?

There’s has been significant progress here on numerous fronts.

You might note that NUVEC patents in various major territories cover humans & animals. The scope & potential is huge.
Further Patent territories are pending

The MTA’s are a big step forward & research/testing takes many months.

Nigel Theobald holds nearly 17M shares so has plenty of ‘Skin in the game’.

Investments of this nature rely on the success of the drug/product being developed, the share price may well languish for years, but the upside can be very significant.

Look at the little known Tiny German Pharma “BioNtech” - pretty much completely off any investor Radar until it teamed up with Pfizer to develop the Covid vaccine.

Stock is very tight here, try dummy buying a reasonable amount and it’s NT.

On the 20th May 2021 N4P announced it had entered into 2 Material transfer agreements (MTA’s) & that the Company continues in dialogue with other parties with a view to entering into more MTA’s.

On the 24th August we were updated by RNS that both projects had progressed well & as such, a wide range of options with the MTA “PARTNERS” was underway with both Companies conducting their own tests with NUVEC.

In the same update Nanomerics has been working with NUVEC in respect of the delivery of TNFalpha in the treatment of Cancer.

On the 14th September we received another update via RNS “We are very EXCITED to commence the ‘in vivo’ work using the SARS-COV2 plasmid alongside the MTA work already in in place with a POTENTIAL PARTNER in this area’.

1st October European Patents granted to all main territories across Europe adding to Japan & Australia.

So, I deduce from the speed of positive progress that we are already properly in bed with our 2 MTA partners, one is a major international Company.( if it’s one of ‘The Major Pharma Companies then we need no further MTA’s…….and guess what, we haven’t announced any.

Dealing with numerous new MTA partners would be time consuming & pointless, especially if the potential from the current MTA’s could offer Global Capability.

I think we are in for an interesting few months.

Current MCap £14M .

181M shares, Share Price 7.7p.

What I see with this Company is whatever has been announced the market has ignored.

MTA’s, Global patents, ‘Fantastic’ results with NUVEC trials ( from the interview), in vitro studies, in vivo studies, potential drug delivery system for cancer, gene therapy…..the list goes on, each announcement moves us forward towards potential collaborations & commercial opportunities but the SP remains static, or even heads backwards.
The market for NUVEC is immense & the potential MCap of N4p could be enormous.

Although not in the same sector, this was the same with ARB, it sat at 8-9p, went backwards to 6p as the BITCOIN mania took hold, US Crypto miners shot up in value but ARB value persistently languished.

I double checked my research.Scratched my head, & kept adding.

Eventually the market caught on & ARB shot off from 6p to 300p in a few months.

I made a small fortune.

So, likewise, I keep adding more N4P, we know the delivery system works with a lower payload, it’s been tweaked & modified & improved. It’s Globally patented & with complex drugs being designed a clever delivery system is required.
NUVEC is in a very smart space at just the right time.

So, whatever news we’ve had so far have been positive building blocks towards adoption but the market has Ignored all of this, we remain at a tiny MCap to any of our peers. The SP has remained pretty much static.

What I believe is that a capitulation will occur on specific news that combines all the previous positive news and the SP accelerates to ‘catch up’ on our value.

The key for holders will be continuing to hold as more & more value is unlocked through further licensing & collaborations.

Like Hall123, I am a strong believer that N4P is on the cusp of a stratospheric move.

And given the market right now, what a great stock to hold & bide our time with.

Tech already rubber stamped by the heavyweights.

Buy, bottom drawer, look again in 2025, it’s not that far away.

It’s not the buying & selling that makes the money, it’s the holding!

The Illiquidity of the AQuis exchange isn’t helping, & the relentless seller just constantly driving the price down every day for months on end.

Usually I cut my losses but I feel that this Company will grow quickly, and the Main Market listing combined with a Strong trading update, including momentum into Asia could turn things around.

I’m afraid these are bottom drawer for a while now, and are a giant lemon in my PF.

I like the products though & have ordered more in the giant sale this week.

Flew 56 Million passengers during 2019/20 to 157 destinations.

The Chairman makes a big deal about sustainability etc in his statement & I would expect such an airline to be looking into SAF very carefully, the fact that BA is involved will ficus their attention.

“Just as we know that to make a truly meaningful impact, Sustainability efforts have to be continuous & long term. At Emirates Group, we are fully committed to responsible business & environmental stewardship.”.

The point here is if you’re not holding now the flippers have gone, the next announcement will make buying a tricky ordeal.

Easier just to keep adding while the stock is in this strange malaise imo.

To top up at 8.8p.

Now it’s NT to buy.

Way oversold.

That Some well informed ii’s lobbed in £15M at 26p a little while back.

Feels good to be able to increase my holding at less than they paid.

Strong buying sub 25p, so many agree.

You can’t pick & choose what a Company is doing for your investment preferences, Chill produce CBD goods exactly as do Love Hemp, I’ve bought the same products from both Companies, if I’m invested then I want to try them.

Whilst I agree they have developed a ‘smoking cessation product’ it hasn’t yet gained any traction, and will no doubt require a lot more Capital to roll it out.

I’m invested in both Companies but what I’m saying is I’ve got a larger holding here because traction & revenue is already building nicely & they are starting to distribute overseas, and their own 6 million unit manufacturing facility is almost complete, having raised Circa £10M already, a chunk of that at 3.5p.

At 8.1p.

We all know how few are in freefloat as holders are all holding tight, and trying to buy on news will be very tricky……

I suspect this will start moving this week as news is due.

Good luck all, about time we had a pharma rocket, I note that the AIM had a good write up in the Business section of the Times at the weekend, investors finding Companies listed on AIM offered some very big returns…….

CHILL products are expensive & poor quality. All the money is spent on expensive packaging.

Love HEMP have good quality products in inexpensive packaging.

That’s the right way round for me so I’ll continue backing this horse in greater quantum.

I mentioned yesterday that the RNS was interesting but as the integration with these well known names was 4-6 Months out investors would still need to be patient.

A poster replied saying ‘ You won’t be buying them at 38p then’

So today could be an opportunity for a bargain?

Or will Trust be lost from the BOD & a big sell off continue?

Bizarre.

Our Chunky seller continues and with poor volume the price carries on South.

Fundamentals & growing revenues, building further distribution channels etc, at some point this will rebound big time imo, unless it gets bought out for peanuts!

I’m going to add another big chunk but see if I can get them even cheaper, in this bizarre sell off.

As displayed over at CBD Chill today, up 65% on £275K revenue & an MCap of £45M.

Fundamentals will win in the end.

Almost 5 Million traded by 10:30.

Stock changing hands & suddenly the sellers will dry up, profit takers from 5p either gone or top-sliced then we can move up.

Consolidation is required, but I don’t think it will take long given the huge daily volumes.

Interesting, but still 4 -6 months off, so further patience required.