Member Info for Thelix

MTT - the reg pathway is essentially a platform of requitements needed to commercialise a drug. OTC's must be low risk, low addiction and require fast supply/demand and pass CMC (Chemistry Manufacturing Controls). Prescription medicines can have a higher risk and addiction rate as a doctor controls them. OXP will have to write an IND to platform OXPZero but other than that the drugs inside OXPZero tech are old already proven medicines. From my knowledge the formulation has had tox, PK and has had successful clinical data to lower GI irritation. Only one failed clinical result occurred during the 2015 rally and it was by a whisker (p value 0.07 rather than needed 0.05) and I think OXP have improved the formulation since then. Again, not new drugs, no NDA needed or phase 3 trials. When a drug enters 2nd gen or 3rd gen production - all you need to do is a bridging study and PK data to show the drug works like the 1st gen. FDA will have to audit the manufacturer and that is why OXP want commercial partners. Building a to code comm scale manufacturing plant would take time and money and OXP probably dont have all that expertise they seem to be morr discovery than pilot plant based. Comm partner have the expertise and have the machinery and buildings already to FDA expectations and alls a go go. This is much closer to commercialisation than the usual 10 year average of pharmas. Wouldnt surprise me if we saw at least scale up and 1st gen products in 2018

MTT - the reg pathway is essentially a platform of requitements needed to commercialise a drug. OTC's must be low risk, low addiction and require fast supply/demand and pass CMC (Chemistry Manufacturing Controls). Prescription medicines can have a higher risk and addiction rate as a doctor controls them. OXP will have to write an IND to platform OXPZero but other than that the drugs inside OXPZero tech are old already proven medicines. From my knowledge the formulation has had tox, PK and has had successful clinical data to lower GI irritation. Only one failed clinical result occurred during the 2015 rally and it was by a whisker (p value 0.07 rather than needed 0.05) and I think OXP have improved the formulation since then. Again, not new drugs, no NDA needed or phase 3 trials. When a drug enters 2nd gen or 3rd gen production - all you need to do is a bridging study and PK data to show the drug works like the 1st gen. FDA will have to audit the manufacturer and that is why OXP want commercial partners. Building a to code comm scale manufacturing plant would take time and money and OXP probably dont have all that expertise they seem to be morr discovery than pilot plant based. Comm partner have the expertise and have the machinery and buildings already to FDA expectations and alls a go go. This is much closer to commercialisation than the usual 10 year average of pharmas. Wouldnt surprise me if we saw at least scale up and 1st gen products in 2018

is my prediction Friday end. Still a healthy rise. It was 2.2p at the start of this week so has made 50% gain already. That FDA RNS will push this to 10p+ easily.

has always moved on little volume. It did the same slump in 2015 and shot to 13p. Better fundaments now and comm partners round the corner in discussions. 3.6p is 100% from the 1.8p entry many got and took their double money. Should be another blue day

Yeah you lose the odds that dont round to 50. This RNS was expected. 50 mil shares...Tiny volume needed to move it. Massive cash raise and NASDAQ platform coming soon. All going to plan, albeit a little later than expected. Thought we would be on NASDAQ by end of Jan.

blue after 2 solid 20% blue days is fantastic. Should be another blue day tomorrow. Lots of sells too and still went up. Saw it all in 2015 and KUMS etc know the drill. Last time this was a duracell and just kept going and going.

I am all for an afternoon really but 4p would be 33-35% rise which is quite a bit. Seems to have found a support level of 3.2-3.3. With enough buying pressure this might end at 3.5-3.6 but hey, thats my prediction - I would love to be wrong and see 4p.

but near full ask. They are short of shares.

Pharma mcaps usually are billions. Ibuprofen alone is a $4 bil industry many who have side effects and many cannot use it where this will help them. NSAID industry overall has an approx $12 bil annum revenue with similar gastro issues that OXP fixes. 100p is not unrealistic - but only on commercial sales 2018+. 20-25p is a realistic goal for end of H2 '17. All in my (educated) opinion of pharmas. Would love to be proved wrong and see 50p+ this year!

OXP has tiny freefloat. This rerate is normal and circa 2015 when it went to 13p. Very confident 10p by end of March.

who didnt see the rise in 2015. It had big exponential looking rises. An entire blue week totalling 60-80% was common. It consolidated and went red (5% max) every now and then. But when this share moves it really moves and holds well

for a punt. Seems primed for a nice rise.

way this wont reach the old 13p high is if there is a lot of trading causing vast spike/drops. But it should still hit 6p before that starts happening. As to news, it might be early, but FDA do take their time...

Herd has definitely arrived now

Exactly. Its a crossing t's dotting i's procedure from my knowledge. Have taken an extended lunch break at work already due to this lol

No need for tipping. The FDA meeting isnt a "approved or fail" meeting. Its simply Type C esque - they ask FDA how to correctly regulate already proven medicines in an already clinically proven formulation... I don't want to literally say the words "this cannot fail" but its as close to it as they come... The drugs are basic OTC non addictive drugs, and the formulation is non addictive and clinically proven. The reg route will be more about Chemistry Manufactuting Controls (CMC) of how to manufacture at large commercial scales. This is as guaranteed as an AIM company gets - in my educated opinion. Maybe I have misunderstood the FDA meeting RNS. But the way it is written suggests they are asking FDA for advice on how to do it - not permission, as permission was granted on these drugs decades ago... Just my 2...

If it is the FDA I expect it to be March or even late. I work in pharma (Not OXP) and FDA are notorious for being late on these things, very busy people. Even simple type C meetings can take months but hey ho, nature of the beast. Either way I wouldn't be concerned at a on the minute RNS 31st march or early April. You get used to it in this industry lol

of leaders board and 3p just paid. Will that 3p signal an afternoon boom or is it gonna smack that ceiling throughout the next 4 hours...

Ouch bet that hurt. Id stick here for more than 10%. This share moves fast on little volume, and has had proven rerates before. Short term I cannot see anything lower than 10p. After FDA RNS assuming it is positive this should test the 12-13p region again potentially 15p. Once news of comm partners arrives, which many wanted to do but after the reg route was more transparent I can see 20-25p. Directors have options at 10p 20p and 50p. I think 50p is doable but years away and once they are making revenue, but that 20p is only an mcap of 300 mil which for a pharma company with comm partners is still a steal! If the FDA reg route is something OXP can achieve then comm partners are guaranteed. The RNS many months back stated there was a lot of interest and that this was a market moving product, but wanted clearer reg terms... This used to do blocks of 15-25% increases every day for a week or two when it reached 13p. I see every day this week being a blue day.

They will be soon babbler. Played this brilliantly in 2015, entry 3.7p ish exit 12p ish. Got in at 6p but averaged down over last few weeks as saw the potential again. This should hit 10p easily. I see youre in CPX too? I got in on that at 2.1p and sold at 4.5p...Regretting that now seeing it at 12p+. ah well profit is profit.