Member Info for sajy

Dest in the right place at the right time. AMR a top health threat warns WHO, see link below.

https://www.forbes.com/sites/ariannajohnson/2023/11/22/what-to-know-about-antimicrobial-resistance-a-top-global-public-health-threat-who-warns/?sh=377812537bef

I have also been adding here. The reason is that the company are very happy with the data they have generated and are now in discussions with numerous third parties.

Hi Nick, in this case there would be no upfront payment from NIAID as they would not be signing a licensing deal. NIAID would pay for the trials at no cost to dest but dest would retain all the rights. That means that dest in the future could sign a licensing deal with any pharma and demand an upfront payment. A win win for dest.

The company have stated they will give an update on this in Q4 so any day now.

As mentioned a few days ago I have been looking into why the NIAID pre clinical trial for XF-73 dermal has been delayed. Firstly this trial is being carried out by NIAID of US and is testing XF-73 on wounds and burns with the US army in mind. Originally the company said it would provide an update in Q2 2023, then Q3 and now Q4. So why has it been delayed by 6 months or so, the answer I think is that the trial has been enlarged and extended from what was originally planned. Now the interesting part, why would NIAD do that? If the results of the original trial were not good then surely you would stop the trial and not waste any further money testing, however if the results were very good then it is reasonable to assume that the trial would be enlarged and this is what I believe has happened.

From the research I have done I am very confident that the results from this trial will be very good and this does tie in with the excellent results that were released by CMS our China partner on XF-73 dermal superficial skin infections.

What I am hoping for in this update is that not only are the results very good but NIAID have decided that they want to fund clinical trials for XF-73 in burns and wounds. If this happens then not only will it be a hugh endorsement of XF-73, it will put a rocket under the share price. Not long to find out as Rns could drop any day. GLA

I have been doing some digging about the NIAID trial and why it has been delayed. Need to do a bit more but indications are that we are in for some very good news will post later what I have managed to find out.

Daniel Hynes from DP will be presenting at the Emerging Antimicrobials and Diagnostics in AMR conference (EADA 2023) on the 17th November in Amsterdam. His presentation 'Novel anti-infectives with a focus on infection prevention' is scheduled for 17th November at 0900. See link below

bit.ly/3SDCQ4A

Chris Tovey will be in attendance at the Jefferies Healthcare Conference London 14-16 November.

Rambo the timing of deal announcement is difficult to predict as it could land tomorrow, next week or next month. However what I would say is don't get to bogged down with the timing what's more important is that we get a very good deal. Now the company has been in discussions with multiple Global pharma for months now and they do not want to rush it. I am absolutely convinced we will get a large upfront payment and around $750M in milestone payments and double digit royalties. Not only will the deal be very good but we will announce a hugh Global partner someone like GSK. The fact that a Global pharma has partnered with a tiddler like Dest will be transformational and will put Dest on everyone's radar.

Looks like finally Dest is starting to come on the radar, still very cheap and undervalued for what we have. In my post for newbies that I posted recently, I stated that we were funded into Q1 2025 and that will be extended further due to large upfront for XF-73, milestone payment for M3 and AMR grant. I have realised I forgot to mention that we could also get a decent upfront payment for M3. Now M3 has been licensed to Sebela for North America and they will be starting a phase 3 trial early 2024. The company have said they are looking to License M3 for rest of the world beyond North America.

What most have not realised is that whoever signs the deal for M3 for rest of the world will NOT have to do a phase 3 trial as the data from the Sebela phase 3 trial will be used to get approval for rest of the world. Therefore expect a large upfront payment from this licensing deal.

This video below is only a minute long and I asked the question and the answer says it all. This is what excites and why I think Dest is very cheap and have a large holding here.

https://twitter.com/i/status/1719650639611941238

Can someone who posts on ADVN please post this over there thanks.

Quite a few on that board are asking about a Nasdaq listing. Having spoken with the directors I can tell you that it is something that gets discussed regularly. However they have no plans to list just yet, but do plan to do so in the future. I think once XF-73 has been licensed and both M3 and XF-73 are undergoing phase 3 trials is when they will list on Nasdaq. They will want to announce the positive phase 3 results on Nasdaq as it is likely to get a much bigger rise than on Aim.

Just to add to the speculation regarding GSK, several of Destiny's current directors used to work for GSK and if you check GSK's website they are into AMR in a big way. So why wouldn't GSK be interested in XF-73.

#DEST in talks with GSK - you heard it here 1st! This is what has been tweeted on twitter by someone called Meursault.

I have no idea if true or not but I have always suspected that we will partner with GSK or Pfizer, so that tweet is interesting.

I have no problem with that noix.

Good points xxPro.

Thanks Guy's. That's a brief summary, I could have wrote a lot more but didn't want to overload with too much info. Destiny is a gem that is under the radar at present, however all that is about to change. When we sign the deal for XF-73 with a Global pharma then it will come on the radar and that's why you want to be in for that.

What I forgot to mention is that I asked the company if a Global Pharma had wanted to buy the rights to XF-73 instead of partnering with them and the answer I got was 'No Comment' . Why not just say no, so that got me thinking, what would a pharma have to pay to buy the rights and I would say over £500M, that's over £5 a share as a minimum.

If anyone has any questions feel free to ask and I will try to answer them. GLA

As we are approaching what I believe will be a transformational period for Destiny, I thought I will give a brief overview, which should prove helpful especially to newbies.

Financially the company are funded into Q1 2025 and that does not include cash that we are likely to receive as milestone and upfront payments for M3 and XF-73 and potentially grants from the AMR fund. In my opinion these payments are likely to extend the runway into 2026.

M3 has passed phase 2 trials and has been licensed to Sebela, who will fund the phase 3 trial. The phase 3 trial is likely to start in Q1 2024 which will trigger a milestone payment. M3 treats CDI and the TAM is about $1Billion.

XF-73 has passed phase 2 trials for post surgical infections and the company are in discussions with multiple Global Pharma. The management have indicated they are expecting a large upfront payment from this deal. The TAM for this is $2Billion in the US alone.

XF-73 is also being trialed for use in superficial skin infections and has shown great pre-clinical results as recently announced by our partner in China. The TAM is about $3.0Billion

XF-73 is also being trialed for burns and wounds by NIAID of US and we are expecting an update on this anytime. What excites me about this is that if NIAID like the results they could potentially pay for clinical trials and if that happens expect a hugh rise on that announcement.

my advice for genuine shareholders is to ignore chatty, he is talking *******s. the company have said quite clearly they are funded into 2025, so why would they want to raise. also we will have further cash coming in, a large upfront from the licensing deal for xf-73 and a milestone payment from sebela when the phase 3 trial starts for m3, which is likely to be q1 2024. these payments will extend the runway even further. so it is quite obvious they do not need to raise.

the company are in discussions with multiple global pharma for xf-73 and an announcement could come at anytime, many are looking for an entry to get in before this announcement and will come here and deramp like chatty is doing. ignore the noise and listen to what the company is saying.

Not sure if any of you remember but about a month ago I said Destiny will be tipped in the papers soon, well that day has come. Destiny has been tipped in thisismoney.co.uk. See link below

https://thisismoney.co.uk/money/investing/article-12682799/MIDAS-SHARE-TIPS-dose-profit-drugs-group-Destiny-Pharma.html

Dr Yuri Martina, DEST's chief medical officer: XF73 could become the standard of care for every hospital operation worldwide.

Professor Richard Proctor: "XF-73 is the real deal"

CEO: I joined #Dest because of XF-73