Member Info for Soupdragon78

The link below contains an interesting review and list of IPF treatments (as of February 2023)

Note how few inhaled therapies there are.

Also note Galecto are near due results from their IPF phase 2b, they’ve finished dosing and expect to report top line results in August.

https://info.evaluate.com/rs/607-YGS-364/images/IPF%20article%20Feb%202023.pdf

Also worth noting that United Therapeutics is an inhaled treatment administered in conjunction with SoC, so has similarities to NXP002.

This leaves only 2 late stage IPF treaments going at the moment. These being Boeringhers BI 1015550 and United Therapeutics Tyvaso.

This is big news, Fibrogen were the lead position in new IPF treatment following Gileads failure and Roche's recent failure.

Fibrogens late stage failute blows the market open hugely.

https://www.fiercebiotech.com/biotech/another-clinical-failure-lung-disorder-sends-fibrogen-hunting-cost-savings

Wonder how that telegram group is doing? Must be around their buy in price to pump again?

Thats just Chab building his position.

.

Fx, that stuff happens behind closed doors. You won’t know until it’s happened.

Either you sit and wait or you look elsewhere. It’s binary now, there’s no halfway house.

As Jiving commented on the timelines yesterday, the current scenario with additional testing on ipf lung slices will likely mean any potential interest will wait for those to return before decisions.

The only deviation from that would be if someone decides to take an option with a nominal upfront payment. This really depends on whether there is seen to be any competition for nxp002.

I'm not worried about it being adjunctive to the SoC as this is normal in the industry, Boeringher were in phase 2 for their IPF drug as an adjunctive to both SoC's so clearly they didn't see it as a problem.

In terms of valuation, for us here thats just a guessing game. Again its all down to what interest there is. If your estate agent tells you your house is worth 500k, but you only get one offer of 100k then thats the value.....and vice versa.

On funding, the company has said they won't take the drug to phase 1 themselves, so carping on about 'they don't have funds to proceed to phase 1' is pointless as the intention is for someone else to do it.

I guess it didn't 40 bag in time for some

There we go, thats why the p&d's were busy today, trying to improve their exit.

Whats happening on the tiktok group?

Sorry.... for a minute there I couldn't hear anything for the volume of trades coming in on this 'rumour'

Lol!

No rumour, just a made up number.

Any real rumour and the sp will shift before anyone on any media hears it.

Hats off to @Steve87424832 on twitter for this research.

'Bottom up drug screening reveals new potential fibrosis drugs'

'“It was critical to prove that with such a complex assay on human primary cells, you can actually scale this up to thousands of compounds, and this was the proof of concept,” he said.

Nevertheless, the search identified the antiallergic drug tranilast as a candidate. In their cultured cells, the drug significantly decreased levels of collagen and fibulin. Further research is needed to understand how the drug works and whether it is safe and effective in patients. Since tranilast only produced an effect on the extracellular matrix proteins at high concentrations, future efforts should tinker with the chemical compound to increase its potency.'

https://www.drugdiscoverynews.com/bottom-up-drug-screening-reveals-new-potential-fibrosis-drugs-15455

Hopefully Dan put forward the latest results for NXP002 for the 'late breaking' abstracts before the end of May deadline had passed.

https://www.ersnet.org/congress-and-events/congress/abstract-and-clinical-case-submission-2023/#:~:text=Calls%20for%20abstracts%20in%202023&text=This%20call%20is%20the%20primary,2023%20at%2023%3A59%20CET.

Interesting to keep an eye on United Therapeutics Phase 3 Trial of Tyvaso for IPF.

Its an inhaled treatment thats already approved from ILD and now looking at moving to the IPF market, although may be limited to patients with pulmonary hypertension (not sure).

They have been enrolling phase 3 since mid last year and will take till 2025 to see results. But this puts them about 3 or 4 years ahead of nxp002 anyway.

https://classic.clinicaltrials.gov/ct2/show/study/NCT04708782

Oxl001 isn’t part of the nfx portfolio, but it uses TRx biosciences lipid technology, hence Dan will be happy.

Well, at least Dan will be happy.

Oxilio announces successful completion of its first clinical trial with OXL001

https://www.oxilio.co.uk/_files/ugd/c10355_bdcefe47fb39453ab239fe18142bb064.pdf

Maybe someone Telegrammed the aliens