RE: Let's stick to the facts pls19 May 2026 14:03
Thanks TH, but the comment still doesn't have rationale.
'....who suggested that if the revenue targets were lower than the companies targets then they would not invest'
Goes without saying, if there's not enough revenues then you don't buy it.
Firstly, did you're contact have the projected revenues for NXP002 to hand? Are these in the public domain then? Or was it insider knowledge?
Or as you say... 'if' the revenue targets were not good enough. So what about if they are? That then moves to the question why hasn't someone snapped up NFX by now?
Lets look at how many IPF deals have been done prior to pre-clinical, NXP002 is very early stage, yet to do the non-GLP and GLP preclinical studies that are required before you can do Phase 1.
To my knowledge, there has only ever been one IPF deal done prior to pre-clinical starting, that being AZ deal with RedX for $17m.
Then there has only been 3 IPF deals done prior to Phase 1 of a therapy.
So expectation and reality are two different things, you can say 'nobody is interested because we haven't had a bid' but the facts show that its extremely rare in any case, so NFX is not an exception to the rule, but the norm.
Then there is the finalistic tone... 'nobody is interested'.... pharma deals happen at all stages of the process, the therapy becomes more attractive as it gets proven the clinical phases. So whilst it may appear that nobody is interested from an external point of view, there is so much mileage to go that its impossible to categorical say nobody is interested. The only time that really happens is when the therapy undoubtedly fails.
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