Member Info for Soupdragon78

I’m expecting validation as an add-on to standard of care before the interims.

Think I need to tell my wife that... she seems to think she's the one who is 100% correct.

Indeed Taz, always was going to be the case. They benefit by paying a reduced amount to NFX and pocketing the difference to the benchmark, whilst getting money from selling at the same time.

Tim from IFC will always talk Lansteads game as he is part of it. IFC are involved in most of the companies where Lanstead have a similar deal.

This is NfX what did you expect?

It was only a Q&A session, never going to have a lasting impact on the sp.

NFT’s, just a correction, the Lanstead deal was in the last financial year, so they could do a placing now without a vote. This was covered in the agm.

https://www.p2c-pharma.com/#Aboutthefounder

Good expertise involved in taking products to clinic.

Back to normal again now. 100m volume for pretty much no change in price.
Still expecting an 004 update soon. (Ever optimistic)

NFTs... you ok hun?

You previously said...

'So I’m very chuffed with news plans and time expectations. News due apparently on NXP004 he said and over these next couple of months updates on the Human studies for NXP002 to complete the final part required to get this then to Phase 1 start. This being the period as he said where they are talking to parties interested new from discussions at ERS etc and old. I take the old discussions as US and Asia areas as before.

Funded for all this so ready for those updates to keep coming.'

Some dobber just bought 1,104,919 at 0.44 and then sold 1 minute 20 seconds later at 0.385!

1 minute 20 seconds they held!!!

How do these people manage in life with such a short term approach

https://www.youtube.com/watch?v=ZK-s-OxOIfg

Just gone past the 1bn shares traded this calendar year mark for NFX. 709m shares in issue.

You sold now JL76?

A few points from the presentation.

Firstly good to see Dan being efficient and using some of Annes slides from her presentation. Why re-write something when you don't need to. ;-)

As mentioned its a very comprehensive presentation, definitely one that was put together for putting in front of investors with deeper pockets than us normal rabble, so they are actively touting to bigger investors.

I liked the inclusion of Cruwys, Humphries, Holland and Frampton as the team behind the work. Especially Frampton who I know is a strong supporter of the IP.

NXP002 all good background and the programme sets out the time lost since the delays at the start of the year. Pretty much confirmed FibroFind are the ones doing the current work which is good to see.

Just now need to start seeing confirmation of any success to help dispell the question marks that have lingered since the turn of the year.

NXP004, good overview of how it could be registered early in the US and how they are approaching. Also nicely dealt with the naive Astra question from someone who clearly hadn't done their research (AZ co-developed Lynparza it with Merck). Still early but good to see the dissolution graphs and how it compares. Sounds like they might also try and work with TRx delivery to see if that gives any benefit.

NXP001 was cut short a bit, annoyingly so by Tim. But Dan at least did indirectly confirm that OXL001 isn't in NFX sphere (my bad for saying a while ago it was) and that they are still formulating NXP001. Whilst Quotient previously took over a year to do this a few years ago, it feels like they a dragging it out this time and Oxilio see it as secondary.

Lanstead bit was PR fluff, IFC will always defend it as they are part of the deal in some way, hence they got the gig at the same time. And yes Lanstead do benefit from a lower share price as they transfer less money for the shares full stop.

Glad to see this discourse and hopefully it will be in the public domain soon for others to view. As I get I get the feeling this presentation was put together to go to bigger fish than us, so watch this space.

Good depth of coverage for the lead assets, shame not much clarity on 001.

At least nobody wasted Dans time with childish questions about Twitter.

Agree... Always best to go for a wee before giving a presentation.

Submitted my 3 questions for this afternoons webinar, given there has been no update today. Hopefully give some clarity.

MM’s moving back down now as those trapped by the pump and dump exit

From my side I thought there might at least be a general update this morning. Nothing new but an overview to then form the basis of the webinar later

The twits are all very quiet given the ‘huge’ news they were telling everyone about.

Lol filter.

Can always rely on good old NFX to confound everything with nothing to say.