Member Info for Soupdragon78

Interesting chat on Signa-Aldrich, especially as DT and AC were both previously working there.

Interesting Mars, $100m for them and they are a step ahead of NFX. Good sign.

NFX patents are for tranilast cocrystals, not for tranilast. They have created a new entity that is based on tranilast.
TRx delivery mechanism is not likely (to my little knowledge) to solve the toxicology problems of tranilast which is what NfX have achieved by the cocrystal process.

So no, for Dan to infringe on NFX patents, TRX would have to completely change business model.

“ Anne has done nothing but put us at least a year behind imo I’ll be happy to be proved wrong”

Ok… a year ago the company said that inhaled was the route forward for NXP002. Did you see a timeline at that point? Did you see anyone talking about inhaler feasibility studies being set up alongside pharmacokinetics and pharmacodynamic studies.
Did you see how studies would be taken through the non GLP stage through to good lab practice to close out phase 1?

Did the company have NXP002 formula ready for an inhaler feasibility?

Ok your right Anne hasn’t done anything as all this was in place before she came in, as you say she’s just sat around and written the occasional rns to keep you happy.

You seem to have taken leave of your senses for some reason Kane.

Kane, Dan hasn’t ‘practically taken’ NXP001 in any sense.
He works for a company that is being paid by Oxilio to see if their tech can be used as a delivery mechanism for the drug!

Read the article I posted, it’s very clear in there.

“ Even our old ceo has practically taken one of the products for peanuts? ”

Kane this tells us that you don’t even bother to read what’s posted.

Kane, yeah Brindley has just outsourced everything, because the CRO does everything yeah.

They know exactly what your drug is from day one, they design the strategy for testing all on their own without talking to the company. They get on with testing without any collaboration or changes and just come to you at the end with a pre written rns.

Yeah actually you’re right this pharma CEO job is a doddle, you just give it to someone else to do then twiddle your thumbs.

Seriously Kane, give your head a knock. You’re really want to get rid of a seriously good CEO who has previously developed massive drugs and an inhalation simulation for GSK because you think you know their day to day routine better than them?

Kane, if you think that Brindley (who has previously developed a blockbuster $bn+ inhaler based drug) is sat around doing nothing then you clearly haven't a clue on what NFX is actually about.
Brindley was brought in because she was exactly what the company needed, someone who could develop the drug from the base IP to something workable.

They cannot say anything on NXP004 as it could scupper any patent application, so rightly they are silent there.
They cannot say anything yet on NXP002 as they are building the complete data set, then its ready to go.
My only gripe is on NXP001 where I do believe they could be more open.

The company are doing exactly what they told you they would do. Nothing has changed. In your own words, if your not happy then sell up and move on.

Kane, Allenby and Wallbrook only do work when instructed by NFX, they are paid for specific work, not a continual expense.
So the fact they are silent is because the company isn’t telling them anything.

It’s not quite all a secret, we found out what Oxilio were up to thanks to Dan Goodings interview for TRx.

filter, they can only update their note if the company tells them whats in the deal.

Some folk having fun here today selling the shares they bought at 1.49p for 1.30p. At least managed to hold for 72 hours.

Not actually being negaitve, just trying to figure out whats going on, having a discussion, isn't that what a discussion board is for?

older, I did send in my question which was answered, I didn't attend as I was in the south of France.

Though the Q&A was fine, it was more that most of the questions were poor, no company was ever going to talk about previous management decisions so totally pointless that people asked.
There are a few key items in there to hold them to.
AR’s letter should be take with a pinch of salt as it’s designed to appease frustration rather than report. Again that and his interview given some clues as to what was happening behind the scenes.

It’s just a waiting game and a binary bet on two results now. They gave up trying to build a business, so it’s all about whether they can make the product work.

Data driven filter….. just not that data

It doesn’t help when the company employs a broker and PR and yet refuses to tell them any details when they sign a global oncology licensing deal.

Aye, its clinging on to the gains which is good to see. Just the usual traders selling at a loss today.

I'm ever hopeful of something NXP004 related being announced in the near term, no foundation other than gut feeling as the research commenced back in May, so they've had a good chunk of time at it.

The news might not have too much info in it as they'll need to protect their patent filing, but the only thing we need to know is that its successful as that unlocks its role as a replacement for a blockbuster.

Not a bad day in the end, a bit of weakness as expected but at least not a full on reversal.

From leaky to peaky in 24hrs.