Member Info for Soupdragon78

FX, milestones are for development. First will by in Q1 2022 when Oxilio take OXO001 to phase 1 trials.

FX, we haven't received any milestone payments from Oxilio yet, only a signup fee.

Pointless comparison to IMM, vastly different at the point of subscription.
IMM was 19m mcap and looking to fund phase 3.
NFX is 8m mcap preclinical looking to outlicence.

Find me something thats similar and we'll talk.

bloodninja, exactly, so its in Lansteads interest to get the sp above 1.5p.

Plus they have taken a 1.5% stake in the company separate to the subscription.

"Importantly, this enables us to hire experienced business development expertise to build on our licensing opportunities for these products to pharmaceutical companies"

Panda, you don’t like it… we get that. Now what are your thoughts on the roadmap for NXP002?

Interesting subscription, can’t quite figure out how it’s working just yet. Need more coffee.

Ps. Oxilio got NXP001 for a steal by the look of it.

Approx 1.1m buys vs. 700k sells today, so up a few percent is understandable. MM's just moving according to demand at the moment.

Or at least post on twitter excerpts of an RNS from November 2019.
As my 4 year old daughter would since… ‘Let it go!’

In terms of Walbrook PR, they're involved in getting AB and AR onto the likes of Proactive and also maintaining the social media content. Albeit they seem to be employed at a very low level.

Allenby will likely provide an update with the interims. I can understand them not updating after the recent NXP002 data results as this is covered in their previous notes which provide valuation of 9p for phase 1 ready which will be at the end of 2022.
Their silence on NXP001 is down to the company not telling them anything, so they can't update on something they don't know about. So I expect this to be covered more in the interims.

FX, probably a number of issues as to why there are so few interested here.

Firstly, the company board shuffles have knocked potential investor interest, those with serious money would want to see stability to get the job done.

Secondly, pi sentiment has been damaged by the past couple of years of posters saying that a deal with Kissei would be done imminently only for that not to happen. So most now want to wait for the actual RNS confirming a deal with figures.

Thirdly, whilst NFX is significant to use already involved, its massively under the radar of a lot of investors, its tiny and many simply have never heard of it.

FX, we know the durability tests have already commenced, so I'm not concerned by the Omicron. The government commandeering was in the first lockdown when nobody knew how to manage the situation. Since then the facilities have been up to speed.

Taz, yes the shareprice is the primary interest of shareholders, but all I'm saying is there no such thing as an efficient market, otherwise everything would be fairly priced and there would be no opportunities for entry or exit.

The hype has more been led by those who equated test result with closing out a deal of some kind, in the same way over the past to years they've frequently said NFX would strike a deal. This was never going to be the case and the company even said so.

In terms of surpressing the sp. Maybe certain people, who were pushed away the other year, have a reason/desire to curtail every spike by selling into it. 30m shares goes a long way with NFX.

FX, Value has been added, its just the share price hasn't risen as we want it to.

A companies shareprice does not necessarily reflect its value.

They’re obviously not the sort to keep selling into any strength just to keep the sp pinned down. Of course they’d never do that.

Alongside all of that, it would just be nice if people just stopped selling.

Nebulised allows treatment to be delivered in a dose over a period of time e.g. 15mins with the mask on. rather than inhalers which give a quick burst and require the user to breathe in quickly and deeply, which may be a problem given the condition.

Although dry powder inhalation feasibility was the basis of NFX's Innovate grant back in 2015.

https://gtr.ukri.org/project/0492A76A-AB08-4B22-9F18-6888FD732F00

FX, its been tested as a dry powder inhaled formula before (https://pubmed.ncbi.nlm.nih.gov/21081161/)

Don't know why its never been developed further in that format.

https://www.tandfonline.com/doi/full/10.1080/08923973.2021.1925293