Member Info for Soupdragon78

Why are you saying they are ‘trickier’ FX? What have you heard?

They don’t need to release them until end of January.

Well, clearly not them anyway, whoever it was.

Mainly cash position as you say jiving.

The updated Oxilio deal was prior to period end in September so we will be able to see how much that was.

Still time for the full results to end of September to be released this week.

Maybe I’m being naive but don’t see why not especially now they can mention ‘post period’ payment being received.

Worth noting that Therapeutaix who work closely with NFX are updating their 2020 review article for Drug Discovery Today on “Drug Discovery and Development in IPF” for release in the new year.

Would like to think NXP002 gets a mention.

Will have to wait and see.

Indeed Chab, I enjoy the Schrodingers Cat approach to business here, its both alive and dead at the same time. One day Dan will open the box and we'll find out!

Too many zeros to put on the RNS chab.

I think the leakiness is more on the surrounding folk, brokers etc. They tend to give preferred clients a nod and a wink (sorry, I mean 'recommendation') when they know a company has something to update on.

It’s all adding to the bottom line Mafuta that’s the main thing.

Frustrating that we don’t know how much (yet) but better than a kick in the love spuds.

Good to see a bit more coming forward from Oxilio on top of the earlier agreement.

25% increase in the sell price over two days isn’t bad.

Nice to have a positive end to the week, interesting to see two days of concentrated buying, also good to see the mm’s shift upwards which is fairly unusual in nfx without news.

Pump up the volume

"our commercial strategy is to develop Ava 6000 through phase two, we will at some point in phase two be looking more keenly at partnering because if we want to take that into larger studies, phase three studies, then you know we're going to really have to have a partner to do that."

Thanks NFT's, remind me how much you lost again?

Lets clear up a few points.

DG set up LSHS consulting and eventually sold it to Oxilio, as we all know this work was related to OXL001 which is not related in any way to the work Nuformix are doing.

For those who can't read company announcements....

"LSHS is a specialist life science consultancy firm established by Dr Dan Gooding, comprising intellectual property assets relevant to Oxilio’s OXL001 programme. "

Jo Holland is still a consultant to the company, she is invovled in the patent approvals process. Oh look, here she is named in the NXP004 patent application from less than a year ago. I wish I could invent a novel drug formula whilst apparently doing sfa.

https://patentscope.wipo.int/search/en/detail.jsf?docId=US399575356&_cid=P20-LQ2GW8-65203-1

I understand Chab, and obviously there is no such thing as a dead cert, but its more just the strangeness of the mentality of 'this is rubbish and not going anywhere.... so I'm going to try and get something back here'

Just doesn't make sense to me.

I suppose the thing I find hard to square is why, if people think there is little or no chance of success here, they seem to think they will claw back some of their losses here. Surely there are better / higher chances elsewhere if your aim is to regain.

I see it more that the whole direction of travel was knocked sideways firstly by whoever leaked the previous talk rumours etc before selling their shares and not declaring it. Secondly by Dave Tapolczay knowing the Chinese company had hit the rocks and selling before telling the board. Thirdly Anne Brindley coming in and (along with Blackwell) closing the revenue generating aspect of the company. Followed fourthly by Alastair Riddell and Brindley signing up to the disastrous Lanstead deal.

On Oxilio, I'm less fussed, it wasn't / isn't key to the company and the correct thing to do was monetise it for whatever amount, which we will find out shortly. Dans holding in Oxilio is on a par with his holding in NFX.

Ok, so what do you think they should do?