Member Info for noix

I believe he's getting confused with Halloween and pumpkins :)

You cannot presently buy online, NT and they will take 20,000 shares.

In any case this is presently no where near fair value. Who wants to sell when the next piece of news could land any day.

Yes, it's a very popular wine :)

Captain james t kirk2 Nov '23 - 07:29 - 1977 of 1977 Edit

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For those folk not aware, GSK were the first to market Mupirocin, the current standard of care to prevent post surgery infections.

Mupirocin needs to be dosed 5 days pre op, against one day for XF-73. It does not eradicate all strains of microbials, whereas XF-73 does and microbials build resistance to Mupirocin. There is no microbial resistance to XF-73.

XF-73 is effective against biofilms. Mupirocin is not effective against biofilms and is an irritant, whereas XF-73 is non irritant.

I'd be surprised if GSK wasn't interested in XF-73.

Ta very much sajy

Standard royalty rates of course :)

Sajy

The other thread appears to be attracting some newbies, so I've taken the liberty of posting your "summary."

If you have any objections, then I'll take it down.

ATB

Destiny signed an agreement with Sebela to take NTCD-M3 to phase 3 trial :

https://www.investegate.co.uk/announcement/rns/destiny-pharma--dest/agreement-with-sebela-pharmaceutical-for-ntcd-m3/7235249

and Chris Tovey, the recently acquired CEO, is on the case re XF-73 and the rest of the pipeline:

https://www.investegate.co.uk/announcement/rns/destiny-pharma--dest/board-changes-including-appointment-of-new-ceo/7642442

I agree with all that you say and as you no doubt realise I was fishing to find out if someone can flag a potential red flag.

Apart from the delay in progressing to phase 3 trials the facts do appear to speak for themselves.

That said we mustn't lose sight of the macro events that have taken place since 2020.

I've just re watched some of the presentation, notably the Bill Love section, the Prof Proctor bit and the closing, including the questions.

I suppose in comparison to some on here, I'm a little late to the party, buying in on the Chis Tovey and Sir Nigel Rudd appointments, plus a little research of course :)

Following on from the Investor Meets presentation and digging a little deeper, this does appear to be too good to be true and one is bound to ask what exactly is the market missing or is it more the case of what am I missing. The facts thus far for the performance of XF-73 do point to a blockbuster in the making.

I know there is currently almost unprecedented market malaise but even so, when one looks at past valuations of companies in the sector with a fraction of the potential of Destiny and its XF platform, the current valuation looks absurd.

Perhaps prior to the appointment of the above named individuals Destiny was strong on the science but not so good on the commercialisation side of the business. That's certainly as I see things, particularly with the appointment of (I've got the t-shirt) Chris Tovey.

Incidentally, whilst digging I came up with this article, which just before the Prof Proctor comment mentions the FDA fast tracking XF-73 , which will be of interest to Buena.

https://markets.ft.com/data/announce/full?dockey=1323-14916402-2O2OG8D0MQOBEATVANT1GHNG77

Buena

This is probably the most relevant rns re the FDA and EMA and progress with the same.

Chris Tovey has been brought in to bring this to fruition , along with progressing the rest of the pipeline:

https://www.investegate.co.uk/announcement/rns/destiny-pharma--dest/xf-73-nasal-final-phase-3-development-plans/7321095

It's all part of the published strategy:

"XF-73 nasal programme

In line with our stated strategy, we are actively seeking partners to complete final clinical development and commercialisation of XF-73 nasal. Good progress has been made during the period and we are already in discussions with multiple interested global parties. We expect to make further progress during the second half of the year with the intention of securing the best possible deal and partner to maximise the significant market potential for XF-73 nasal."

I don't know if this will work but it should put you on the right path.

https://presentations.investormeetcompany.com/conferences/2c34956364b4/bigroom

You got the second lot a fraction cheaper :)

I'm firmly of the opinion that many folk, wrongly believe that results to date are 2G2BT. They will soon come to the party and perhaps today's presentation will be the catalyst for them to join in.

One does get the impression that the analyst/investor presentation was timed to coincide with this news, which they would have known was imminent.

Telling that the meeting is timed for start of play of our friends across the pond.

Porthmeor

If the deal does proceed and the SS wish to take it in to state control in the future, then they would be required to follow International conventions to do so.

Only had time for a quick skirt around:

hTTps://www.datanyze.com/companies/caltech-trading/355852590

Having seen that 2025 date for the ICC decision, I gave the ICC a call this morning to try and get some news but unfortunately the case is not in the public domain and hence the only two parties privy to information are Savannah and the Republic of Chad.

Https://www.citigroup.com/global

Scroll down to the bottom and click on "Global presence."

Scroll down half way and click on "F -K"

Click on "F-K" and then click on Gabon.

Komakino

The final sentence in the first part of your post of the article in Lalchad - "Et la loi d’Airain frappa le Tchad publié dans nos colonnes," (your law of iron) refers to the following article.

hTTps://www.ialtchad.com/index.php/details/item/2887-affaire-savannah-et-la-loi-d-airain-de-l-arbitrage-frappa-le-tchad

The message conveyed by the use of the Loi d'Airain in the articles title, is that one cannot escape from the relentless, inescapable rules, in this case, of the international order.

They have gone against convention in nationalising the assets in isolation and of secondary importance, without due notice.

They also ignored the contractual notice period for raising any objection to the sale from Exxon to Savannah and I suspect the reason was that they were playing for time to give Perenco a chance to act. On the face of it their actions appear to have blown up in their faces.

The NY court decision will have been a very hard blow and will have focussed quite a few minds at the top level in the Republic of Chad.

In short the noose is tightening.