Member Info for Soupdragon78

Why do you doubt that I guessed? There were enough clues in what the company was telling us to narrow it down to a small number of drugs.

ok...so.... the company told us.

NXP004 is a cocrystal of an existing small molecule, targeted therapy drug (for 'targeted' see half year results 24 Dec 2019).

The existing drug is a blockbuster with 2020 sales of £1bn and growing.

Its patent status runs out later this decade.

And Anne Brindley said she worked on Lynparza in her first interview with Proactive.

So...

The words 'targeted oncology drug' are key.

Olaparib is a PARP inhibitor type drug which is classed as a 'targeted therapy drug.
https://www.cancer.gov/about-cancer/treatment/types/targeted-therapies/targeted-therapies-fact-sheet
https://www.cancer.gov/publications/dictionaries/cancer-terms/def/parp-inhibitor

Sales.

Lynparza 2020 FY product sales $1,776,480 or circa £1.3bn. This tied in with the values NFX described.

Patents.
Olaparib patent runs out circa 2027.

Thats all I had to go on, and yes it was a guess, an educated guess. Which turned out to be correct.

Now.... once again, remind us why you decided to post here?

Thanks Mulder, I guess you're right, we are all going to sell now.

No need for you to post anymore now.

Further studies of tranilast use in 60 hospital patients with severe Covid. Those given tranilast showed improved symptoms, decreased hospital stay and suppression of inflammatory cytokines.

Tranilast as an Adjunctive Therapy in Hospitalized Patients with Severe COVID- 19: A Randomized Controlled Trial

https://www.sciencedirect.com/science/article/pii/S0188440922000248?via%3Dihub

"According to our results, a daily dose of 300 mg Tranilast during the first seven days of hospitalization could improve the clinical symptoms of weakness and fatigue in the patients with severe COVID-19 who are under treatment with antivirals and supportive care. It is worth noting that several studies have reported long-term fatigue in patients with COVID-19. Thus, alleviating these symptoms is of great importance"

"Conclusion
According to the present study results, Tranilast probably was effective on patients with severe COVID-19 as adjuvant therapy in combination with antivirals, supportive care, and other standard therapeutic measures. This medication led to improved symptoms, decreased hospital stay, and suppression of the overproduction of pro-inflammatory cytokines in the intervention group compared to the control group. In addition, the findings for the quantitative outcome of O2 saturation indicated that intervention could create significant effectiveness, and even a moderate efficacy was obtained by the effect size indicator of SMD. Although this trial included statistically insignificant findings in ICU Admission and Death, the efficacy of intervention cannot be rejected since the effect size indicator of RR was not in the trivial range in two outcomes based on reduction in deaths or hospitalization in ICU or the number of long hospitalization cases. Thus, as a cost-effective and available drug without short-term complications, this medication is recommended to be further investigated in future studies."

Thanks Mulder, given you said that NXP004 couldn’t be based on Lynparza last week and we’re completely wrong, I guess you should stay away from anything involving thought.

Thanks Mulder, since you don't hold, what are you going to do?

Mulder/4magnus, go do some research.

DG / JH options at between 4p and 10p

Its a true point that options only mean something if there is substance behind them.

Thats why the board all have 3m options each.
DG has 37m options
JH has 37m options.

End of.

ok, I shouldn't have said 'never', more at this point in time. We don't know personal circumstances but given her new role is within her specialist field for a company where has previously worked with the board members and the have £92m to play with, then I think that's a pretty attractive offer.

FX, Brindley moved to Pulmocide for money reasons, they were able to offer her a lot more than NFX ever could. Made sense for her career-wise regardless of the science.

Someone still sitting on the ASK through direct market access, been using this tactic for a while now.

Not sure what the score is with the CEO situation, its a shame Anne left to go to Pulmocide, she had knowledge from previous working on Lynparza for AZ and no doubt helped NFX target work in this area.

Thanks 4magnus, good job you have no interest here.

Again for the 10th time, remind us why you decided to join this site only last week purely to post on NFX?

Good to see they’ve rns’d the patent publication. Almost as if IFC have figure md out what PR is all about.

Thanks 4magnus, again good job your not interested in NFX then.

Remind us why you joined this website?

4magnus goes to a lot of effort to not invest in a company.

I mean, every time I don’t invest in a company I always join an anonymous bulletin board first and spend a lot of time telling everyone why I don’t want to invest.

Yes, people will respond, but It’s important that I keep telling them that I joined because I’ve no interest in the company, so it’s key that I explore why I have no interest.

Sometimes I’ll join another forum to tell people who I don’t know, about how I’m not going to invest in the company I’ve not spoken to. Just so they know I’m not going to do something.

Of course they say I’m trying to dissuade them from their investment, but then again I usually say I don’t know what ‘dissuade’ means.

Then after all that I get on the phone to my broker to tell them not to invest in the company. Just for completeness. They like me for not investing.

Thanks 4magnus, since your not invested you’ve nothing to worry about then.
Although you don’t sound confident in your theories, like your trying to convince yourself of your own thoughts.

So a quick recap for those at the back on a few things that have been going on recently.

Firstly we heard that there had been a positive study (in humans) of the use of tranilast for treatment of post-Covid complications.

https://academic.oup.com/qjmed/advance-article/doi/10.1093/qjmed/hcac069/6545300?login=false

Then we heard of positive studies for use of tranilast for treatment of ARDS and early stage PF induced by smoke inhalation.

https://www.sciencedirect.com/science/article/pii/S0305417922000602?dgcid=rss_sd_all

Then obviously we saw the public release of the first patent application for NXP004 which confirmed that it was indeed based on the blockbuster Olaparib (Lynparza)

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2022058785&_cid=P20-L183KK-07016-1

Now we are just awaiting the company to update on progress through non-GLP toxicologies and possible CEO appointment (if deemed necessary).

Have a good weekend all.

You’ve nothing to worry about then 4magnus.
If you’re so convinced it’s not the right thing then why did you decide to join here this week? Surely it makes no difference to you whether nfx succeeds or not?

I never understand why they don’t just come out and say they are working for someone to suppress the share price, rather than this rubbish hiding why they are here. It’s like they can even own up to themselves the reasons they are posting.

It’s fine for people to post on the downside when we know their position, such as the frustrations of FX, we know where they come from. It’s this fake ‘concern’ that is the kind of thing my 4 year old would do.

Imagine their day
‘what did you do at work today daddy?’

‘Oh the usual, I joined an anonymous bulletin board to tell people I don’t know about something I don’t know about in a tiny company… and I did it to make them poorer because I might make a little bit of money from someone else’

‘Right daddy, remind me not to ask you to school to tell class what you do.’

Foremagnus, yes as I’ve said all along it was a lucky guess. Some of us just have it, some don’t.

Secondly, one day you’ll understand how this works. AZ don’t have to ‘redo’ anything. Read the patent.
Alternatively NFX sell to a generic.

Again, for the 8th time, why did you decide this week to join the board to point out very niche items in a tiny company’s 2nd asset that is still undergoing further research?