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You recon Grae..

Interesting Mulder that you post comments with such little knowledge you research and try make them as if they are sound conclusions of fact.
Have you researched Tranilast Drug data? If you have then you will know that NXP002 drug has had 40 years of known blood data and usage in Asia via Kissei pharmaceutical. It has many uses. With the cocrystal formula using an approved Coformer https://pubs.acs.org/doi/10.1021/acs.cgd.8b00933
You will know that this means the drug has not been altered to the extent that it is considered a new drug. Meaning development and risks are massively reduced.
You will also be aware of the first testing they did with NXP002 using human lung tissue by Newcastle University that showed it is very impressive which has been subsequently checked on latest tests to be 100% true. We know the drug is impressive and we understand that the issue with Tranilast was to do with it being toxic with higher dosages. So that most impressive result was to cocrystal it and make it into a compound that can be absorbed using nebuliser.
These procedures and processes are in progress and data so far spot on.
In the US FDA approval will be required due to Tranilast not approved and from what I can see the significant reduction in dosage to being micro amounts to previous will then potentially open up the IPF largest market to what will be one of the most impressive drugs available to treat IPF but it will also open other areas like COPD asthma and inflammation like ARDS.
It could be used on its own or as most drugs these days as a combination treatment.
The field is huge and the risk profile for NXP002 is far far lower to get to market than a new drug which would cost a billion and still fail. USP here is low risk rapid development and orphan status!!!

Absolutely Push2
They will be doing what’s required. There are certain goals here that cement big MCAP increases. What is important is that they have a plan now how they get from A to B is not terribly important for investors as long as the plan results in arrival at B.
It’s been a poor show here 2020 and 2021 with bad directions and capital raises but the goal is very clear here and the plan will result in a big gain.
Products are good. With multiple lines on both NXP002 and NXP004. Once they have compiled data they will secure further funding and that imo will be via partnership/ deal. This I believe was the plan outlined back in 2019 but perhaps for reasons not clear we have moved further down the line to achieve more solid data. This though will only secure a better more guaranteed deal. IMO this point currently would be B. Until we get there SP movement’s are unpredictable and not overly significant apart from showing credibility of the actual setup here. Definitely was a mistake to stop R and D work in-house for small running costs and expanding development lines. I’m not a fan of this outsource no office approach but it did save cash but it was shortsighted after losing the main knowledge base from BOD. Dan being back here and the combination of steady shoulders like Alistair and Julian will make imo a very good result.
I get the feeling we are waiting for things to get done which maybe taking longer than we all wished but I am also of the opinion what they have mapped out to come once that point is achieved will be good.
Money talks and here they could do with a big partner in a deal to silence all this silly petty talk that comes from languishing here as if it’s a micro cap. I know it is but it won’t be when they close a deal on NXP002.

Problem with this Lanstead deal was it worked well with delivery of expected timelines. They seem to be very behind on delivery so the deal isn’t hitting what we hoped. They need money to progress lines and they will need a lot more if they chose to try deliver what they stated since it has become a bigger story. They have a streamlined operation which means cash goes exactly where it’s best needed but things don’t always go to plan so raising cash at such ridiculously low levels is hitting shareholders hard. It could be more pain before a significant gain? Timelines are so important and pharmaceutical business is hazardous work when it comes to timely deliveries!!

Well pharmaceutical business is a very difficult business to predict accurate timelines. When you have a business which shows itself to be frustrated in delays then the pressure becomes even greater to want to prove progress to appease market investors.
Nuformix has become completely reliant on outside organisations to produce its work. I guess this makes it even more unpredictable to guess timelines and also push those timelines.
They must be having such problems as AR from earlier statements was looking for final data from CRO and I guess hunting CEO and Business Developer. Without giving such updates as of yet things must be delayed. I’m sure plenty though can still move fwd as they have the key data on the drug. We know it absorbs and that was the main indication here. The absorbing rates only really inform you how much you need to take and how often. Less is best due to Tranilast inherent toxicity which was the key to Nuformix IP of securing patent protection on their cocrystal formulations. This means whatever dosage rates they use it will definitely be a fraction of the base drug without using it in crystal form but also without the cocrystal formulation you could not have it formulated to use in nebulisers. Both key points here to why huge success and value is being created.
The main point is ‘does it work’ which it does. The rest will come together very nicely overtime.

Should do well he with some positivity coming back and a push.

Looks mighty cheap for IPF drug which is already a approved drug in Asia for over 40 years. They were even talking about how down in Exeter Uni they are now playing to repurpose known drugs for new indications, as if this is something new! NFX have been doing this now for 13 years!
Now that they have potentially extra funding I see they will take NXP002 to phase 1. This will mean a far larger upfront payment. I don’t think it will be long here till this jumps significantly to a higher base value. I can see it hit £75 mil MCAP in 2019. Ok I see the issue with NSB failing to pay £2.5mil milestones on NXP001 but guess Milestones on Oxcillio deal this year which I hope are significantly more than £50,000. What a terrible upfront payment Chris the Ex ECO organised.
Should get NXP004 patent update potentially this year which will disclose the drug name and ownership at current.
All seems mighty played down here and about time management started to voice value rather than just what they are looking to do.
I can’t find another company in early pharmaceutical that has 3 drugs in its portfolio this far on such high value indications valued this low.
Management incompetence is definitely showing here. Lets hope they get proper leadership with interest to deliver real value rather than just babysitting to find other work!
This one is now top my portfolio for this year.