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Good post R1111
Yes it’s quiet at the moment just banal poodle trolls yapping and chasing their tails (correction disgruntled share holders haha)
Strangely I find them quite comforting as dead ducks and poodle trolls don’t mix
For those who still believe in the investment case then these quiet times represent good top up opportunities
As you say none of us can be certain of the outcome but I for one look forward to hearing more about this developing story during 2023
I suspect this post will ignite some more tail chasing and yapping from our poodle chums but remember some big dogs are quietly and strategically invested here
So to quote Warren Buffett let the mutts lick their butts whilst the big dogs keep a watchful eye on a rather large pie - well I may have fettled the original quote but Warren isn’t a doggy person
Good luck all genuine fellow investors
The NXP004 cocrystals studied demonstrate some of the best dissolution performance I've seen from application of the technology - a step-change in dissolution performance, yet they appear to lack any of the common drawbacks that can hamper development of cocrystal-based products, which is surprising
That is an enjoyable read. Well done Dan and team. We live in hope
Game on ????
Understand the frustration filter but the only thing that matters now is substance. We can only hope Dan is picking his moment
Interesting read re phase 1 deals
“Two huge up-front fees this week, for an anti-Tigit MAb and an antibody-drug conjugate, show that early-stage oncology assets are still hot.”
https://www.evaluate.com/vantage/articles/data-insights/other-data/bristol-and-glaxos-oncology-deals-vault-top-five
Keep the faith
Confirmation re viability of alternative delivery method (nebuliser) is another risk ticked off. We are de-risking at pace. Hopefully the inflection point is not to far away. Could be an exciting 2022. Well done NFX and all holders
Posted on the 12th March - we live in hope
The pivot of 004 to oncology is interesting. That’s were the money is. Looking at AstraZeneca it’s there oncology drugs that have turned the company around
They have a few billion pound a year oncology drugs and one in particular has a patent expired and some a few years away. Anne’s comments about potentially extending a patent to 2040/41 on a 004 product was interesting and surely has to be intriguing to pharma companies in this very competitive space
Could be getting warm soup
Bought a few sub 1.40 this morning. Never thought that would happen. That’s it now. I’m all done. Average down to 5 pence so still massively under water but I hope the next 6 months makes the pain worth it. Good luck all investors. Time for the potential to be realised, which I hope Anne is skill-fully working on as we speak
Spot on older
This new team is all about getting deals done
That’s what matters now. Different skill and experience set required
Anne’s track record of delivering remains a beacon of light amongst the gloom
Still here patiently waiting
A few thoughts
Product development = done
Commercialisation = current phase and proceeding at pace
Company sale = Two years from now
Happy to see this one through to conclusion
Good luck all
There more useful than your posts Girdz for sure
No one believes a word you say. Complete empty vessel
Investors who believe in the business model should ignore the noise and nonsense
Had a very nice sub 4 pence top up
Lovely
Gives us
Funding
Validation
Momentum
First deal over the line - well chuffed
Well done Anne and enjoy the day nfx holders
Dr Anne Brindley, CEO of Nuformix, said:
"We are very pleased that Oxilio has exercised its option for NXP001, allowing them to continue the development of NXP001 in oncology. We will now look to finalise the licensing agreement with Oxilio that will provide Nuformix with near term revenue and an opportunity to benefit from the upside of the significant global oncology market. This successful outcome endorses the Nuformix strategy of identifying new improved forms of existing drugs for repurposing into new indications with early-stage licensing during the pre-clinical or Phase 1 stages of development."
Well catchingpigeons you might as well stay up all night crocheting a bigger wallet
Seems a long time since we were in here sub 40 pence been one hell of a ride so far
As I always say to you AS has this covered
Well I think we can say NFX has been well and truly de-fluffed by Anne’s strategic review and that’s fine by me. Data and evidence will guide the future of this company in her hands
The pivot of 004 to oncology is interesting. That’s were the money is. Looking at AstraZeneca it’s there oncology drugs that have turned the company around
They have a few billion pound a year oncology drugs and one in particular has a patent expired and some a few years away. Anne’s comments about potentially extending a patent to 2040/41 on a 004 product was interesting and surely has to be intriguing to pharma companies in this very competitive space
002 - more attractive? So it is already attractive to someone. Get that second patent over the line therefore giving new improved Tranilast two points of difference from the old drug and there may be a hot tinder date with a big pharma on the cards
So much to ponder
Have a good day all NFX investors
Conclusion
The COVID-19 pandemic is bringing huge economic, social, and health-care challenges. As the wave of viral infection recedes, other problems will emerge that will need to be addressed. In this context, it is important to try and predict and prepare for these challenges. Many of the epidemiological risk factors and biological processes that lead to viral-induced ARDS are shared with IPF. In addition, many of the current and emerging antifibrotic drugs could have therapeutic potential for treating severe COVID-19 and preventing the long-term fibrotic consequences that might follow this pandemic. Ultimately, we hope the observations highlighted in this Personal View will help the respiratory and critical care communities to work together on well designed studies of antifibrotic therapies for severe COVID-19 pneumonia.
Posted before I’m sure but I keep coming back to this article. Supports OffShore’s previous comments on this matter. Worth a another look on a quiet weekend perhaps
https://www.thelancet.com/journals/lanres/article/PIIS2213-2600(20)30225-3/fulltext
Good solid posting as ever Bottmzup
Been in here for a few years now, happily buying on the dips
Lots going on behind the curtain and many of the foundations getting put in place piece by piece
I don’t mind the silence from JD as for me this confirms growing maturity. Anyways the clues are there
I think there will be quite a few nice surprises to come this year. Feels like a strategic investor is sitting in the background and EA developments may prove to get even more interesting. Lots of aspects to this scalable business model, including the recent VR angle
These are the hard miles but I remain relaxed and excited for the future. The tech works, it’s leading edge, the market is huge and growing. It’s covid resilient so all in all bodes well for patient researched investors
No guarantees but I’m happy to take on the risk reward and endeavour to enjoy the journey with a few palpitations thrown in of course. This is AIM after all
Have a good weekend zup
We have an excellent product. We have a ceo with an excellent track record of commercialisation. Wonder what’s going to happen next?
Well done to all holders