Member Info for Soupdragon78

FX, if you know someone is selling 63 million shares, do you invest now or wait till they have finished?

Lanstead selling. Simple as that.

and cross ref. with https://www.astrazeneca.com/partnering/our-partnering-teams.html#business-development-operations-0

FX. see. https://www.linkedin.com/company/qureight/people/

Go speak to Glaxo Mulder. It’s well known they’ve followed this route.

From previous NFX announcements about using Fibrofind

“About the IPF Model

Ground-breaking research at Newcastle University, UK has validated the use of post-transplant human fibrotic lung tissue to evaluate new therapies. The model uniquely represents an 'in-patient' scenario unlike any current pre-clinical model, where fibrotic tissue is kept alive and functional allowing the impact of prevention of disease progression to be accurately assessed. The data are generated from patients with end-stage IPF, presenting high fibrosis in the lung tissue where the only chance of survival was a lung transplant. The resulting data are the first to be reported in multiple patient IPF lung tissues, yet offers patients the possibility of reduced side-effects, which are currently so severe that roughly 40% of patients cease treatment.”

Good link whowrote.

In terms of unmet need.

Here is the definition.

https://www.ema.europa.eu/en/documents/presentation/presentation-defining-unmet-medical-need-jstokx_en.pdf

It’s all about finding the right specimen to test. You don’t just get any old lung.

From what I can gather there are typically around 30,000 people in the uk with some form of IPF. Those are the source of material.
So you either have to wait for someone to die, or they have a lung transplant.

In terms of transplants, typically there are around 200 per year in the uk. How many of those have the relevant IPF condition to test for NfX is likely to be small percentage.

Then, you are looking for someone to pass away with a lung that is right and that their family agree to donate.
They may have been on treatment, so the lung is already containing trace of that, would that work for the testing.

So you can see it’s not large numbers of potential lungs that are available to test.

Don’t worry FX they don’t need to appoint one at this point in time. It will get sorted.

It’s non material so not a full rns, just update info.

They’re behind schedule but obviously can’t control the supply of tissue.

Classic Dan going from two months ago ‘we expect read outs from the testing in the near term’ to ‘we are commencing testing’

Well done whimax.

Not quite the rns expected

Good luck for tomorrow whimax.

Don't say that whimax you'll jinx it.
Knowing NFX it'll turn out that Dan's 3d lung model idea was a party balloon filled with laughing gas for him and Jo to drive around Cambridge inhaling.

If you're warning us does that mean its bad?

oh well, at least its the one year anniversary of Oxilio signing up with Quotient to develop NXP001 for clinic. We've always got that landmark to celebrate.

Alex and Alan must be lonely in the old 153 lab by themselves. Idle hands and all that.

Did you go to the AGM and tell the company that?

lol. AZ haven't been approached.

From what I can gather oxl001 is a formulation of Aprepitant with TRX’s lipid technology.

Whereas oxl002 is the cocrystal version of Aprepitant that is based on the nfx patent.

Think we are quite far from any Oxilio milestone. (Circa 1 yr+)

Oxilio likely only have cash to take 1 line to clinic at a time. At the moment they are in trials for oxl001 which is their TRX collaboration.
I get the feeling they are holding back on the oxl002 (NFX collab) until results from the first and fund raising off the back of that.

Nfx milestones are at the end of clinical, assumed phase 1.

“…we received an upfront payment, expect to receive milestone payments when the product completes clinical trials and ultimately royalties on any sales”