Member Info for Thelix

have arrived. Glad I have been averaging down. Got to 2.35p average last week. This is going to have a massive rerate. 13p was touched after dilution to raise funds and no comm partners.The FDA discussion is not a pass/fail thing from how I understand this. They are asking the FDA the appropriate reg routes for OTC and prescription. This needs little approval as they are using already approved drugs. This has 10p minimum on it due to fundamentals and cash raisings.

It doesnt need FDA approval - the drugs were approved decades ago. This is a simple FDA meeting to get regulation requirement questions answered. Then OXP have a defined reg route. Then comm partners arrive. Then they manufacture. Then FDA audit them. Then comm profits. Shouldn't take long.

Be careful with Arix when it arrives. There will probably be a big spike of interest and then it will probably tank -usual market forcings, nothing against their vision or goals. Take a quick peek at REDX. Did similar style up then tank. Saying that...It wont be a bad investment...Give it 9-10 months ;)

Aim4me. 8 years in pharma myself! This is what I have been saying here for quite a while! This is one of those golden aim shares definitely. I have topped up some more here too. Holding £10k here now.

this has some serious momentum now. Expecting an afternoon breakout TBH.

The shares are one big pot. When an American trader buys 1 ADS share he simply buys 20 shares on this side of the pond. There isnt a split of shares where US has a freefloat and UK has a freefloat. Just your wording sounds as if there are two individual pots of shares unique to each market

Correct there will be approx 140% dilution due to declining share price. ADS work by simply clumping groups of shares together to increase price. For easiness @150p a share an ADS(6) would be 900p (then exchange it to $. It is the same group of shares. When NASDAQ opens at 1-2pm we will see volume from that exchange on LSE. As people keep saying - II's are ploughing in here. Saw it all with GWP who had 100% dilution (now about 250%). All is good. Pharma goes far, and while I have no insider info, I work in pharma and seen NASDAQ launches. Happy sitting here with the majority of my liquid cash.

3p to 6p is the same % as 160p to 320p armyboy. Amatuer

No. You were stating how after consolidation this would need to reach £15 a share to breakeven with people at original 12-14p. Which is true. My point which you missed, is the idea that an SO of many £'s is ludicrous, but it isnt. At an mcap of 80 million this will be at £1.60 ish. Pharma companies at phase 2 success and NASDAQ launches tend to wave about .5 bil to 1 bil, which after consolidation equates to an SP of over £10. Forget about SP. Its about mcap! Consolidations just move the decimal in a vice versa manner between SP and shares in issue. It changes the value not one iota. 80 mil for a company having oversubbed funding and trials saying its better than the current market leader. Yeah this isnt sitting at 3p/160p for very long.

Wow ignorant much? Consolidation makes ZERO difference. Yes the share price will have to move into £'s in the teens for those who invested at 10p odd - guess what, it will be £1.60 @ 80 mil mcap. It is ALL about mcap. Mcap of a biopharm company making a COPD drug better than salbutamol (the current world leader) is going to be multiples of multiples of 80 million. Most biopharma at good phase 2/3 data is valued at 500 mil + which is a 6 bagger from here. If the results are particularly good and volume comes along it can go to 1 - 2 bil mcap. GWP had a similar story. They are now valued at 2.5 billion and arent even near commercialisation yet - they need to go through NDA proceedings and then FDA audits before being allowed to sell in US which I predict will be 2019 - yet worth 2.5 bil. They still dilute to NASDAQ to raise funds - still worth 2.5 bil. No offence but you havent got a clue when it comes to pharma companies. They are super high risk super high reward and take ages (years) to mature well. Right now we are seeing oversubscribed funding from very big names in UK and US. This is clearly going to rerate on NASDAQ launch and once phase 2 positive data comes in. The CEO said investors would see significant gains due to older projects that failed trials - the CEO isnt a future telling God. He was going by current results which seemed good at the time. Investing in a pharma company when it was valued at 300-500 mil without much data or funding was silly. Buy in once they have funding or just prior like I did here. Less sitting and waiting time. Simple market rules, buy low sell high. Not the CEOs fault

wow time goes quick, it was 2015 not 2016. Doesnt seem that long ago when I sold out near that price.

Its quiet because people still think OXP is trying to market a new drug. We heard Zak Mir say how it costs billions etc whixh is not true of OXP, and competition, which is not true of OXP. Phase 3 trials done decades ago on these drugs. OXPZero passed clinical data on lowering ulcers. Clinical PK data showing this formulation increases current drugs bioavailability. So few people realise how close this is to commercialisation. As the director said - OXP is niche and moving away from the "10 year billion dollar from scratch drugs". This is why a reg route is pretty much guaranteed by FDA and all things they ask can be done - because they are simple drugs, with a clinically proven new formulation. This is such a golden AIM stock. Once people realise this will spike hugely. It went from 2.5p to 12-13p in 6-8 months last year on gearing up for commercial partnering. This year they'll have a reg route and then partners will arrive as thats all they wanted - a reg route. 12 billion dollar annum revenue, 50-60% taken by people who are getting bad side effects, and millions unable to take NSAIDS due to ulcers which this formulation solves. So...22 mil mcap....50% of a 12 billion dollar annum industry... All the pros of pharma (big billions) with none of the cons (expensive phase 3's and long drawn out Type C FDA meetings with constant back and forth and 10 year dev times)

Of why this is a golden AIM stock. 1. Lots of cash 2. SP 5% above cash levels 3. Consulting with FDA for reg route - this is the ONLY reason investment bankers didnt partner with OXP. To those who arent privvy to reg affairs let someone in the industry tell you. OXP want to deliver already proven medicines on an OTC format, with a special formulation, already proven in clinic, to lower side effects allowing millions of susceptible people access to these drugs they couldnt take before. The reg route is easy, cheap, and fruitful. It will mostly be on CMC (Chemistry and Manufacturing Controls). This is not a new compound requiring massive work. The drugs are proven, the formulation is proven and safe. Now we just need to ensure controls are up to spec to make the FDA happy ( not difficult for OTC ) and boom - commercial partners. Again, as per RNS, Lots of potential partners wanted in -but only after those regs are finalised. Again, this is OTC stuff...It is pretty much guaranteed the FDA will lay down what controls they want, OXP follow them, and the money rains down on us. Always a risk, but I would argue this is one of the lowest risk AIM shares - especially at 2.1p!

multibagger potential here. Reached 12-13p on potential commercialisation partners. Once an FDA reg pathway is sorted the investment banks will be happier to fund this. Directors have exercisable shares at 10p 20p and 50p. I can see 6p being hit by end of Q1 given the FDA will reply by then hopefully. As soon as this gets a commercial partner this should test 12p again and maybe breakout at 20p. 50p still a long way off but once revenue starts will hit that -but years away. I would still claim this is a good 8-10 bagger in the next 9 months. It did it before last year and 6 bagged. Have to admit I am buying more at these insanely low prices.

Was 6p but I have been collecting a loy of shares at 1.8p. Got a good 5-6k invested here now. Very happy to sit and wait. Sp at cash levels and a lot of legwork done just needs official FDA reg route and commercial partners will arrive. That RNS failing to find a commercial partner was solely due to OXP having an unclear regulation route. All partners they talked with said this was market moving, but wanted clearer terms. AKA this is worth a lot of money but just needs some red tape fixing, which the recent RNS has stated will be by Q1 2017. One thing I will hasten to add incase people get concerned - The FDA work on their timetable, not yours, so delay in that news is not panic worthy. FDA leave companies hanging for months sometimes a year + but then you have to respond within 2 weeks cheeky blighters lol. These products don't need much to go to commercial as they're OTC. I am amazed we can buy in at these prices.

Halifax here too, same message. It will be in the 150-160p region yes. The upside is we definitely go on the leaders board at a 5000% increase that day hahaha. It might get a few clicks and people may read the RNS's and take positions so we might see a little uptrend on the day. Positions are being taken by a lot of big names and big money. Still risk involved (always is otherwise we'd all be millionaires) but I am happy sitting on this for a while. I have seen what AIM pharma does on NASDAQ listings, and I have piled in here.

New shares will be issued onyo NASDAQ. Due to all the consolidayion and unknown new shares the numbers are getting a little weird. Either way, big names are in similar prices I am in. Plenty of worse places to have your money in AIM right now.

It depends on what country and degree of COPD they want to treat. Recruiting patients can be slow but pretty sure they have started? Ill check tonight on PC on phone right now. I am sure they are recruiting for them already

used to move on tiny volume. 19k purchased earlier and hardly moved. This has got to go pop soon. The RNS detailing commercial partners said this is a disruptive product (will get huge sales) but they wanted a clear regulatory pathway. OXP are in talks with FDA of correct reg pathways and those companies will be happy to partner. Basically OXP need facilities to certain standards to sell their goods. Plenty of cash in the bank. Surely the only way is up here. Massively oversold already.

can be fast tracked to phase 3 if the data is good enough. 2a cant be fast tracked. I am sure a fair amount will be raised to accomodate eventual phase 3. Going up now without much volume. All over the place really. Will be nice to get NASDAQ sorted as movement will normalise then.