Member Info for Mozax

It will also be posted on YouTube.

Interestingly, I’m watching a presentation on YouTube on EVgen from 2 months ago, well worth watching too, it demonstrates just how much they have in the pipeline across numerous disciplines.

The newsflow will be constant over the next 12 months, and if there’s one thing the market likes, is newsflow!!

The presentation also demonstrates why The BoD have been advised by their legal department that they cannot BUY at the moment.

I’m watching it, Their Legal advisors suggest Directors/BOD etc are unable to buy stock at the moment!!

We know what that means!!!

The Double digit Royalties are on top of the $160M.

I’ve always maintained that Invinity is a Billion pound Company in the Making.

Just be patient and tuck these away in the ISA.

They’ve a solid order book to carry us through to the Launch of ‘Mistral’, then the mega sales will begin……watch this space!!

And what would Big Pharma pay for this Company, now that SFX-01 already has its first License deal of $160M in the bag?

With the first Pharmaceutical Company making this move EVGEN will be taken out long before the trials are Completed in other indications.

This has already been substantially de-risked.

Make no mistake, this is extraordinarily cheap atm.

One Major consideration here is that if the Market fails to value EVGEN fairly, and that includes the huge potential of SFX-01 in Brain, Breast & Colorectal Cancers aswell as the recently announced $160M agreement with Stalicia SA then the Company is likely to be bought out on the cheap.

I’m confident that ‘Big pharma’ will be taking a great interest in what Evgen are developing here.

Oral Tablet Formulation too……..

“With the prospect of SIGNIFICANT further non-dilutive cash inflows from our partners”

On very low Volume, from 6p to 5.6 on 300K shares…..MM’s playing peeps here,

Perhaps our seller is done?

It would be good to get momentum back & sentiment reversed, there are few Companies that like Invinity, are in the right place at the right time.

Last few at 3.6p now.

Yes, nearly 5 million traded.

Pharma in the spotlight after EVGEN Pharma RNS this morning.

They’ve secured $160M for the lead asset just for Neurodevelopmental & Schizophrenia from this Swiss Company.

Rights for ALL OTHER INDICATIONS belong to EVGEN.

Look at what else our lead asset is doing!!!!!

So The Swiss Company are paying up to $160.5M for SFX-01 solely for the Global rights in Neurodevelopmental disorders & Schizophrenia.

This is an EXPANSION of its lead asset.

EVGEN retains THE GLOBAL RIGHTS For ALL OTHER INDICATIONS.

2 Key Milestones due within the next 2 months.

Very professional & thorough presentation on Vox markets, we’ll worth watching all 47 minutes.

Fully funded for next phases.

Interesting that Tobacco Companies are buying out these UK/European Medical Cannabis Companies, we’d better watch out with this current MCap, what a bargain!!!!!

Morning Clarence, seems we were both reading the same RNS at the same time!

I’m a few hours ahead as I’m overseas atm, I enjoy these periods for research etc.

Regarding the potential of N4P, like all Biotechnology Companies, it takes along time from conception to commercial deals, thousands don’t make it but the few that do develop successful drugs are worth multi Billions.

What has always interested me with N4P is that they approached this differently, and developed a system that gets these drugs into the target cells.

As we know, This ‘nano particle’ was developed & called NUVEC, and after early success it has been Registered & Patented across all major Global Markets.

Over the last 18 months the markets have been tough, and although N4P sat around the 8-10p range for some time, a number of ‘advisers’ suggested then that it was materially undervalued, given the evidence & future potential.

There are only 181M shares in issue, so a 20p share price values the Company at circa £36 Million.

There are many very large Pharmaceutical Companies that will become increasingly more interested in what NUVEC can offer, and the ability for N4P to Licence different Countries all adds to the potential.

Once the first Commercial deal is announced ( Remember, our MTA partner, who is closest to all the data, may be the first) then expect a number of others to follow, it’s a race, and imagine real success in Cancer suppression/eradication using Nuvec to deliver to the target cells.

I personally see a totally different Value than a megre £36M, but the market will decide.

It will take time, and it will be bumpy, but I’ve held a lot of shares through the dip, and added a lot more when it was ridiculously cheap, and won’t be selling any until proper value is realised.

"The world of vaccines and cancer therapy development is a fast changing one and the wide applicability of Nuvec ® as a delivery system leaves us well placed to adapt to this ever-changing climate."We have now identified a very strong commercial point of difference for Nuvec® in that it can be successfully loaded with at least two siRNA genes and maintain a monodisperse formulation. The area of combination cancer treatments is attracting a lot of interest and investment and siRNA is an exciting and growing area for clinical development. Our research has shown over 300 companies active in the RNA gene therapy space with 106 clinical trials using siRNA already underway and likely many more to follow.

"We remain WELL FUNDED to complete the next phases of our siRNA work and present this data to Companies working in this space with a view to licensing Nuvec ® ."

That’s all.

Buy these in the ISA and switch off, sales will build now but the really big movement will come once ‘Mistral’ comes online and some mega sales get underway.

The market could start to price this in at any time, so my strategy is to lock these away.

Today is another example, investors waiting a few days for a dip, which hasn’t been forthcoming, so now trying to take a position on a non news day, when the market is quiet.

But, stock is really tight, so it’s difficult to take a decent position without pushing the price up, which then attracts further interest.

Considering many will be here at 8/9pence, under 3p, or 4p, or 5p, is very cheap.

The market is catching onto the significance of what N4P has achieved.

With nearly £5 Million in the bank, 50% raised at 8p, warrants at 16p & 24p and a lot of work achieved since IPO this seems materially undervalued.

Furthermore, the acquisition of The GP Service Ltd earlier this year for £13.5M, giving us access to a network of 4200 pharmacies.

Plus our intention to develop the above platform to create one of Europe’s first digitally led & legally compliant providers for Kanabo’s products.

With a Financial Powerhouse such as the US starting to make noises to streamline Cannabis legal across all US States sentiment will change for the entire CBD industry.

And with Kanabo’s strategy to build a global health & wellness Company with traction in Europe & Israel, this Company is making all the right moves.

Our Current MCap is materially below our cash and acquisition value, and ignores the potential in the business.

I sense a resurgent interest in this sector & renewed confidence over the coming months.

Yes, the presentation pointed out ‘base sales’, their description of sales about to go to contract had doubled to over 22MWh’s, so although this is a small one at 1.3MWh’s it’s got the ball rolling.

More importantly, it also shows what could follow on for us with US Government Support with the Inflation Reduction Act.