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Fekir you have to go with your own gut feeling, people trampling on nfx either dont understand whats happening or want to get in at a lower price. Fair enough either way.
As people have stated before and much better than i ever could but lots of value adding news will be happening here over the next few months.
Im here for 002 aswell, its a long wait if youre impatient but im hopeful of within the next 9/10 months we' ll be completing trials of 002 on patients and getting positive results. Weve just proved the tech with 001 so wht not? The big value here is lots of patients suffer with horrendous side effects of current meds on offer (see nfx vids, previous RNS etc) If we can prove up 002 and reduce / eliminate the side effects of tackling lung fibrosis we could corner a large part of a multi billion pound market. We'll license 002 and hopefully get a decent % of revenue.
Nfx have also got patents on 002 so if they master it its possible small adaptions can treat other forms of fibrosis. Then thats multi multi billions.
Alot of ifs in there, so i understand people top slicing or simply selling and moving on. but on 002 alone im happy to wait. We also have a shed load of other news coming that should have ppsitive effects on the share price.
Mart the same thing happened at 3 pence, hovered around there for ages hit 3.8 ish then back down and repeated the same pattern. Once it breaks through 14 and holds hopefully we'll be off again. Plenty of news due, plenty of people with their eyes on nfx.
Been watching this for ages, probably could have waited another week or 2 to get in but couldnt take the risk. Lots of informative posts over the last few months have been much appreciated!
Chris i've topped up too here again today. Put a few buy orders in also. Finally added a fair whack in another company. Think spreadex were reducing around 1% a week at times in may but volume isnt the same now so its tough to guess. What they have done though is give alot of us the chance to get in at (hopefully) low prices.
Just sold my holding in iqai to put more in here. I really think it has lots of upside still but too much news coming here. Not far off all in now. Even selling companies that have done ridiculously well for me to plough more in here.
What was the price on results day? Think it was 10 pence ish. Its normally a very decent ploy to sell on results or just before if you can time it. But here we are at 13/14 pence a month later with no further news with the added further drag on price of spreadex selling. Nfx has serious momentum based on the company doing exactly what its promised. I dont think we ll have much trouble breaking the 100mill mcap over the next few weeks and months. Nxp002 is the real biggie, those extra patents for delivery are pretty exciting and the main reason im now in so big here.
Aim , yeah trials solely for cinv which we aced and so we get the extra 2 mill from NSB in the next week or two hopefully. But im under the impression those results will be further analysed which takes an extra month or two. if we really improved delivery of the drug then that opens up lots more avenues for nxp001 which would be huge for nfx . Maybe thats the type of full data results we need to finalise negotiations in ROW. Im just thinking out loud and not 100% could bd totally wrong....Any ideas on this?
So we had positive results of 001 end of may. When do we get the full breakdown of data from the clinical trials? I think its a month or so after initial results from reading up. Anyone clued up on this sort of thing? Be nice to find out if we can use 001 in other ways as dan has previously mentioned. That sort of result would rerate us yet again
I was lucky enough to buy in here averaging at 1.2 ish pence when the sentiment in here was miserable. Delayed Fda approval killed momentum here. The recent vids and rns all add up to a major re rate. 4 mill mcap still , big buyers trying to sneak in here and keep the price low who fully understand the companys potential. There will be more news here shortly, cant wait.
Really drifted did this stock. people rightly getting bored/panicing waiting for more news, fda approval etc they sold out and we get the benefit of a 2 mill mcap. Big buys and confidence back, once the clouds lift we can see what iqai are actually trying to achieve. Wont take much for this to rise even more. Fingers crossed for next week and beyond.
Aim, is the curveball A.I? Or could it be other avenues nfx take with 001 due to data showing it can be used in various ways to really monetise those end of may results?...
Cant wait for the next 2 weeks worth of news. Be really nice to get that broker update. 001 is a while a way from revenues as it has to get through various approvals in china, but the process has been streamlined as mentioned previously so everything appears to be going nfx way.
Exciting times ahead
Lanky drug companies get patent protection so they can recoup massive costs of researching and developing drugs. So they have 10/20 years (not sure exact timeframe) to dominate market and make all that initial cost worth while. The patent then ends so the consumer gets the chance of cheaper drugs on the market through generic drugs which is where 001 comes in
Kiwi spreadex havent cleared. I was hoping they would have but theyre still in going on past selling volume. They more than likely have around 3% ish. Which means they ll be here for at least another couple of weeks. I have stopped caring now as despite them off loading around 5% recently the price has rocketed.
Great....Ebers update with a bit more clarity on the finer details of early milestones would be really interesting. The initial rns didnt really affect the mcap apart from the initial rise. Lets see what happens now the cocrystal tech has been validated.
Dans hinted at larger up front payments for rest of world deals on 001. Although maybe a slightly reduced % for revenues depending on what deals they can make. Was in one of his interviews last thursday if i remember correctly.