Member Info for Trombone

Got another 55k this morning, hopefully a few more to come this week

Rivingtons read the thread properly

I wouldn't read too much into that, Dan always looks and talks bullish just before a raise

I doubt that Trump will have any input into the FDA decision, it's more likely that any problems will be to do with Tranilast. Don't forget the FDA have already refused approval for it on at least two occasions

Well chuffed for you Soup 👋

They look like a good, professional outfit

Pump crew are doing their best to let you get out, vile creatures

I think it's likely that a partner will be found who will make a small upfront payment ( £5=£15m)

with staged payments to follow upon successful trials

Soup I'm sure your figures are probably pretty close. I'm guessing they would have to raise a bit more tcover admin, patents etc

I always thought share chat forums were places to express opinions on shares held! Why are some people so averse to hearing a different opinion? Surely better to hear all sides of the debate. If you don't like another poster's views or you don't have a credible counter argument, use the filter button

The only derisking left for 002 is clinical trials and there's no way Nuformix can raise the kind of money needed for that. If there's no deal following FDA ODD approval they will be finished!

## Conclusion and Investment Assessment

Based on comprehensive review of available analyst research, broker coverage, and associated financial documentation, Nuformix Plc represents a speculative development-stage pharmaceutical equity with extremely limited analyst coverage but uniformly bullish sentiment among analysts who have published research on the company. The consensus "Buy" rating and ambitious price targets reflect analyst conviction regarding the company's drug repurposing technology platform, lead asset NXP002 potential in the orphan indication of idiopathic pulmonary fibrosis, and large addressable market opportunity. However, investors must recognize that these positive analyst views are contingent upon achievement of numerous uncertain clinical, regulatory, and commercial milestones over a multi-year timeframe. The company's limited financial resources, concentrated pipeline, and near-term cash runway pressures create material execution risk and likelihood of dilutive capital raises. For investors with high risk tolerance and conviction in the drug repurposing strategy, the current valuation may present attractive risk-reward characteristics, but the investment remains suitable only for speculative portfolios capable of sustaining potential loss of the entire investment if development programs fail to advance as anticipated.

There, I summarised it for you

Hate to be a party pooper but I'd like the sp to stay where we it is as I'm hoping for more funds to materialise shortly

In my opinion nfx will do extremely well to secure an upfront payment of £15m with a partner paying to progress clinical trials. Be interesting to see how many "investors " stay for the long haul. You might have this bb all to yourself Soup 😜

Hopefully with it being main market the morons will miss Cobra

Https://x.com/ValueAimTrader/status/1980601413442109681?t=Y4Y-rKbajPhsPYTJflidUA&s=19

X post by Omar Ahmad tagging Cobra

Unicorn 😎

Ah thanks LC. That's a shame he was quite forensic

No not Ken Watson

Does anyone remember the guy ( i think he might have been a geologist investor) who gave a really good technical summary of Cobra around 18-24 months (possibly longer) ago

Right now I think it would be advantageous for Cobra to be ASX listed too