Evening All21 Jan 2020 19:54
So maybe Chinese news this week regarding NXP001, maybe not.
Possibly an update on the major pharma Company NFX is in talks with regarding global rollout of NXP 001, soon, or maybe a bit later.
Or maybe announcement of a huge deal with NXP002, and an agreement with our preferred Japanese partner, or perhaps this update will arrive in March, or February, or April.
Even so, Ebers is ticking along nicely and we’re due an update on our next milestone - lovely. That could arrive tomorrow, or in February.
Oh, NXP004, it might be NFX has got something interesting occurring that they’d like to update the market with? Anytime.
The point is, Nuformix is a HOLD, and it’s going to be a HOLD for quite some time, each piece of news will build on the last, with even bigger news around the corner.
I’m building another very special house, and having a big holding in NFX is ideal, as I suspect the biggest value of both assets will be realised around the same time, in about 18 months.
That’s not long in any proper investors diary.