Member Info for Soupdragon78

Yatai Pharma's bank accounts are no longer frozen.

FX, I would also say the placing doesn't preclude a deal not happening. Its sensible for them to raise money for specific use such as development of something new. The signing of a deal has too many variables for them to rely solely on that for funding as its not entirely in their control.

Also should get Vistagen news in the near term as mentioned in the finals.
Ebers - who knows but they are saying they are ready to start commercialising the product.

The suns come out and everything seems a bit more positive now after the mini-storm.

Why do some seem to think we have had bad news?

Hale. As you are clear that it’s your opinion it’s not for me to pull holes in it.

I question more when people make statements purporting to be facts rather than personal opinions.

skivy, the link didn't come till late May / early June because NFX don't carry out the research themselves. The NLRP3 connection was made by academics doing desktop research.

As I've mentioned before, NFX are tiny, only 2 people work in their lab, Joanne and Alex, so they are limited on what they can do given their workload.

Also, the company has only ever linked NXP002 to Covid, not NXP004 which tells us 4 is not tranilast related.

Such is life Chab. We all make our choices.

Sorry about the lack of formatting

https://www.pulmonaryfibrosis.org/life-with-pf/pulmonary-fibrosis-treatment-options

MEDICATION FOR PULMONARY FIBROSIS
DRUG THERAPY
Drug therapy for pulmonary fibrosis is often specific for the particular type of PF a patient has. In other words, the treatment for one disease may not be the right one for another. It is important to discuss drug therapy with your physician relative to your form of pulmonary fibrosis. Some common therapies (but not all potential therapies) are listed below.
Nintedanib (Ofev®): Nintedanib is an anti-fibrotic drug that is approved in the United States to treat idiopathic pulmonary fibrosis, scleroderma-associated ILD (SSc-ILD), and chronic interstitial lung diseases in which fibrosis continues to progress. In clinical trials, nintedanib has been shown to slow the decline in lung function in SSc-ILD, progressive fibrosing ILD, and mild-to-moderate IPF. It is taken by mouth twice a day. For more information, please visit ofev.com.
Pirfenidone (Esbriet®, Pirfenex®, Pirespa®): Pirfenidone is an antifibrotic and anti-inflammatory drug approved to treat IPF in the US, Europe, Canada, Asia, and Australia. In clinical trials, pirfenidone has been shown to slow progression of mild-to-moderate idiopathic pulmonary fibrosis. It is taken by mouth three times a day. For more information, please visit esbriet.com.
Corticosteroids (prednisone): Prednisone is used to treat and prevent inflammation by weakening the immune system. While prednisone is not usually used to treat idiopathic pulmonary fibrosis, it is sometimes used to treat inflammation in the lungs of people living with other forms of pulmonary fibrosis. Since prednisone suppresses the immune system, it can potentially increase the frequency and severity of infections. Prednisone has many other side effects as well.
Mycophenolate mofetil/mycophenolic acid (CellCept®): Similar to prednisone, mycophenolate mofetil (MMF) also can treat and prevent inflammation by suppressing the immune system. MMF is sometimes used in combination with prednisone, but is also used alone. MMF is not indicated for the treatment of IPF, but like prednisone can be used for people living with other forms of PF. Some possible side effects include infections, diarrhea, and low blood cell counts. Pregnant women should not take MMF, and women of childbearing age need to use contraception while taking MMF.
Azathioprine (Imuran®): Azathioprine is used to suppress the immune system similarly to MMF. Some possible side effects include infections, low blood cell counts, and liver and pancreatic problems.Several other anti-inflammatory therapies such as methotrexate, cyclophosphamide, cyclosporine, rapamycin (sirolimus), and tacrolimus have been used to treat different forms of interstitial lung disease. As mentioned previously, treatment with these agents is often tailored to specific diseases or forms of ILD and pulmonary fibrosis.

Esbriet is the current standard of care, although I think Ofev outsells it.

Like you, I find it interesting they are now looking at not competing but complimenting.

Anybody had any thoughts about the change in NXP002 strategy re. IPF highlighted in the update?

"The Board believes the value of NXP002 can be enhanced by studying the benefit of NXP002 in combination with therapies currently marketed for IPF and has prioritised this pre-clinical work, since likely adoption of new therapies for IPF will be on top of current standard of care."

FX, they have previously said they we in talks with multiple parties and one being advanced

Exactly olderbutwiser, rather than lacking direction I believe they have a strong sense of direction.

It’s mostly just that small pi’s were led by certain posters to expect mega deals instantly and are disappointed to be reminded that nfx is just a tiny company with revenues of 500k, 3 board members and 2 full time members of staff. Any new work will always require funding.

Hale, if you are saying the deal fell through, are you implying that the board have been, let’s say, ‘economical with the truth’ when they have said negotiations are ongoing?

Thompi, it mostly paid for NXP004 pilot study.

Mars, I hope they did something as they spent £800k in the four months after the November placing on something.

yep, actual spread is 2.955p to sell and 3.0275p to buy.

Ridiculous that the advertised buy price is 3.3p!

Highly likely that a new CEO is already lined up and wanted the placing rns released before they started. A new CEO wouldn't want their first news to be a placing, so get it out of the way before they start.

Also possibility of Vistagen news this month or early Nov.