Member Info for Soupdragon78

If it means they get more from the Lanstead deal then I may ask for a cut of the money.

Thanks all.

Interesting final point from the patent filing, showing that the Nuformix cocrystal acts quicker than the original form of Olaparib (lynparza) in the intestinal simulations. Therefore can act fast and with fewer side effects.

"Therefore, the olaparib oxalic acid cocrystals of this invention have a higher rate of dissolution than pure crystalline olaparib Form A and the previously described 1:1 olaparib urea cocrystal in simulated intestinal media."

So, for all those saying NXP004 is not based on Lynparza.

Here's proof it is.

Enjoy.

WO2022058785 - OLAPARIB OXALIC ACID COCRYSTALS AND THEIR PHARMACEUTICAL USE

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2022058785&_cid=P11-L14UBA-72656-1

Aww... my shrug shoulders emoji didn't work.

More than likely the same person... but why now?

¯\_(?)_/¯

Thanks for joining LSE yesterday and on your first post Foremagnus.

I'll leave it to you to suggest what you think NXP004 might be based on.

Another level day, treading water waiting for news.

Meanwhile, evidence now coming forward that tranilast has a marked effect in the treatment of ARDS.

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

"In vitro and vivo study of tranilast protects acute respiratory distress syndrome and early pulmonary fibrosis induced by smoke inhalation"

"Conclusion

This study indicates that tranilast had a markedly protective effect on acute respiratory distress syndrome and early pulmonary fibrosis of rats in vivo. In addition, tranilast promotes proliferation of AT-II and PMVECs but inhibits PFs proliferation, down-regulates secretion of inflammatory cytokines and alleviates oxidative stress of AT-II, PMVECs and PFs after smoke stimuli in vitro."

Ok. So you joined this website last Friday to talk about what the originator drug for NXP004 might be. Have offered no opinion other than it’s not lynparza and actually it may have no value whatsoever.

Also you questioned why they’ve not got a drug to market since the grant award.

Sorry… I mistook your unbridled optimism for trying to talk down the prospects.

More than happy for people to talk about why they think Olaparib is not the drug in question.

Just find it interesting you only joined last Friday and have the stance that there is no value in what the company are doing.
Why talk down a company when you don't know what they are doing?

Thanks Hazz, what did you ask?

Mulder, so you joined this website on Friday to suggest there is no value in NFX? Interesting move. Why?

Thanks Mulder, but if we can't suggest possibilities then whats the point of a discussion board.

Previous grants have been linked to Tranilast development, not NXP004. Thanks.

Like I say its just speculation.

Given what you know, which drug do you think NXP004 is based on?

I'm sure everyone will be glad to congratulate IFC Advisory on winning the Best Investor Relations Firm in the ADVFN International Financial Awards 2022 for its HNW / retail investor engagement!

Must have been tough competition as IFC didn't bother to update their news or twitter feed for over a year.

As I said Mulder, its purely speculation, I have no inside knowledge and am just trying to piece together from what I can find. It could be some other drug.

The theory is that AZ would not have to redo anything, the cocrystal would replace their out of patent formula like for like and provide them with patent protection for an additional number of years.
The cocrystal also solves a number of problems with side effects and has greater efficacy as the results have found.

Alternatively, NFX could approach a generics company with it. There are options.

At the minute they are undertaking further work to add to the patent family.

What about?

forgot to add the links... tut tut.

Lynparza 2020 sales
https://news.cision.com/astrazeneca/r/azn--full-year-2020-results,c3284624

Patent expiry
https://www.fiercepharma.com/pharma/astrazeneca-merck-s-lynparza-one-ups-johnson-johnson-s-zejula-prostate-cancer-win-regardless

Mulder, the Lynparza connection came from myself a while ago. As always, the major caveat being... I have no inside knowledge or expertise in this area, so it is purely speculation on my part. But here is my thinking (worth talking through as a refresher)

What we know from the company:
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
Its patent status runs out later this decade.

So.. here's my thoughts.
Lynparza is a brand name... the actual drug is called Olaparib

NFX described NXP004 as 'targeted oncology therapy drug' .... this aligns with Olaparib being a PARP inhibitor type drug which is classed as a 'targeted therapy drug'
https://www.cancer.gov/publications/dictionaries/cancer-terms/def/parp-inhibitor

Lynparza 2020 FY product sales $1,776,480 or circa £1.3bn

Olaparib patent runs out circa 2027, its difficult to know exactly as Astra cloak it with numerous patents to make it difficult to know.

And finally, Dr Anne Brindley was involved when Astrazeneca acquired Kudo Pharma to get their hands on Lynparza, she even mentioned it in her first NFX interview.

B009, thanks, your compliment is appreciated. All the best to you in your ventures as well.

Hopefully my optimism isn't misfounded here, I feel something is happen, what that is and when it will occur.... I haven't the foggiest.