Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Just read this and Valirx Plc is mentioned. Highlighted (*) below: -
'Bloomberg
Epigenetics Market Overview & Potential Growth Opportunities Report To 2025
29 October 2019, 09:20 GMT
The global Epigenetics Market is expected to value at USD 22.05 billion in 2025, exhibiting a CAGR of 19.7% during the forecast period of 2018 to 2025. Rapid surge in the product demand is credited to the ever-growing geriatric population and prevalence of chronic diseases. Globally, the epigenetics market is predicted to generate massive revenue over the forecast period, providing numerous opportunities for industry participants to invest in research and development of epigenetics services.
*The key players* are Illumina, Inc., Abcam, Inc., Diagenode S.A., Thermo Fisher Scientific Group, Merck & Co., Inc., Zymo Research Corp., Qiagen, Inc., CellCentric Ltd., Chroma Therapeutics Ltd., Eisai Co., Ltd., Novartis International AG, Oncolys Biopharma Inc., Syndax Pharmaceuticals, Inc., *Valirx Plc*, and Sigma-Aldrich Corp.'
Browse 153 page research report with TOC on "Global Epigenetics Market" at: https://www.millioninsights.com/industry-reports/epigenetics-market-size
The discussion on this BB appears to focus on VAL 401 and 201, perhaps more in depth scrutiny should also be applied to VAL101 (GeneICE),
GeneICE “rebellious gene” technology continues to show good progress in the pre-clinical phase – the programme currently benefits from a second Eurostars grant for up to €1.6 million.
Rebellious genes are genes that are overexpressed or are erroneously expressed when they should not be, e.g. in cancers, inflammatory conditions, Alzheimer’s and autoimmune diseases. ValiRx’s proprietary GeneICE forward, ValiRx will look to leverage upon TRAC’s market presence and grow the sales of this diagnostic business. The Company believes that together with clinical validation, revenues from TRAC will grow, which will support both the biomarker and therapeutic development businesses. ValiFinn, which is itself already generating revenues, is well placed to further develop as a service/licensing business.
VAL101 is a novel therapeutic based on the Company’s proprietary GeneICE (Gene Inactivation by chromatin engineering) platform. It acts to target and switch “OFF” the gene that expresses Bcl-2, a protein that is implicated in about half of all carcinomas. Pre-clinical studies have established VAL101’s efficacy in prostate, ovarian and pancreatic cancers and it may also have anti-tumour activity against orphan oncologic indications. ValiRx’s GeneICE technology enables the selective silencing or the shutting down of particular rebellious genes, thereby halting and reversing tumour growth.
https://www.valirx.com/about-us/products-technology/
Please do your own research and have a good day, YB.
Following further investigation today, the above quote by Kammy (Chris Kamara) sprung to mind.
What an exceptional opportunity NFX are providing. Not only financially for investors, but enhanced treatment for patients who experience severe disabling and sometimes, life threatening conditions.
Reminder to self; top up again at first opportunity.
‘The focus of the Kissei Group is the manufacture and sale of ethical drugs, and the related materials. We are developing business activities such as purchase / sales, system development / information processing, construction contracting, facility / facility management, information gathering / development support service, and other services.
We aim to develop innovative pharmaceutical products that contribute to the improvement of medicine and the health of people around the world by aggressive incorporation of leading-edge technology and joint research and collaborations with our foreign and domestic partners.’
If the information is correct, especially the financial predictions i.e. Upfront milestone payments of £15 million and ANNUAL royalty payments worth more than £200 million (although there has been no mention of % of sales) then this is small change to a company of this size. With approx., Total Assets of over £1,530 million (Cash in Hand and in Banks over £188 million) and consolidated net annual sales of over £523 million, (Annual Report 2019 For the Year Ended March 31, 2019) if my conversion from the Japanese Yen is accurate.
If this deal happens and others follow, (which imo is a no brainer) including those previously highlighted then euphoria for all, except for those cashing in at such a low SP. Although, we must be patient as deals take time and we need to allow Dan and the BoD to continue to enable the excellent progress of this outstanding company.
Thanks roses, you're probably correct especially when 'buys' are reported incorrectly as 'sells', if this falsification continues it could result in the downward spiral of the SP. Don't want to create a conspiracy theory, but is it just accidental or is it intentional manipulation????
Good afternoon I’m a 1st time poster on this bb and obviously, there are varied opinions being posted reflecting the perceived current status of the company. These are all relevant as everyone is entitled to their own opinions. However, having monitored the company for some time and following my own examination, I have finally dipped my toe into the tepid pond, although, my ‘buy’ is being shown as a ‘sell’.
Though, I am expecting some disparaging remarks from some investors as to whether, I should have done so and do I require ‘treatment’! I realise that, unfortunately, several investors may be nursing a considerable loss, but for me it’s a balanced ‘punt’. Especially as they now have a healthier cash balance and outgoings are being reduced, I do believe there is a reasonable chance of success (albeit not immediately and will probably have to raise further capital) and for me, the potential financial reward, far exceeds any potential loss.
Good luck to all.
What were the board hoping for when offering, 2 for 1 share? Did they think it would detract from their ongoing incompetence and discombobulate investors into thinking that somehow, they are positively benefitting from the change. Even though any savvy share holder would see through this ruse as obviously the ‘deferred shares’ are valueless. Smoke and Mirrors comes to mind!
The decrease in ‘nominal value’ will not have any significant effect, but the ‘market value’ may be devalued by the issuing (the ‘placing’) of 142,857,143 ordinary shares in the capital of the company. This would mean an increase of over 40% of the current share issue in the capital of the Company. As this is a ‘Conditional Placing’, this and other resolutions require shareholder approval at a General Meeting. Why have we not been informed of a date since this has been in the planning since the publication of: -
Motif Bio Reports Half-Year 2019 Financial Results, Operational Progress and Proposed Initiatives. October 1, 2019. The pdf format is more informative than the News Release: -
ir.motifbio.com/node/8386/pdf
The section covering: - Proposed Corporate Restructuring and Loan Amendment (subject to shareholder approval) is extremely interesting and includes: -
‘Shareholders should be aware that there is no certainty that Motif Bio will be able to raise sufficient funding through the Proposed Capital Raise and that without such funding the Proposed Restructuring will not be put to shareholders at a general meeting for approval. If Motif Bio is unable to secure funding through the Proposed Capital Raise or otherwise, then it is expected that Motif Bio will no longer be able to continue operations and it is expected that trading in the Group's shares would be immediately suspended.’
I would advise all investors to read the PDF document, if they have not done so already and good luck to all.
Received the above communication, which includes: -
'Subject to shareholder approval at the Annual General Meeting, the company is proposing to subdivide its ordinary shares on the following basis.
Each existing ordinary share of GBP0.01 will be subdivided into 1 new ordinary share of GBP0.0001 and 1 Deferred valueless share of GBP0.0099.
Effective Date - To be advised.
Please note: The deferred shares will have only negligible rights and will therefore be effectively valueless. These will not be reflected in your account.'
Sorry for reasons unknown, it won't allow me to post the full web address.
Please go to 'Vox Markets' and search
The Vox Markets: - Anita Riotta Q&A with NFX CEO Dr Daniel Gooding 19th July 2019 interview is:-
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In the videos Dan also referred to the first FDA-Approved Prescription Cannabidiol (CBD): - Epidiolex. A lead product developed by GW Pharmaceuticals (GWP). GWP is a biopharmaceutical company focused on discovering, developing and commercialising therapeutics from its proprietary cannabinoid product platform in a broad range of disease areas. They have also become the first firm to win European approval for a drug derived from the cannabis plant.
https://www.gwpharm.co.uk/healthcare-professionals/product-pipeline
https://www.macrotrends.net/stocks/charts/GWPH/gw-pharmaceuticals/market-cap
https://www.telegraph.co.uk/business/2019/07/26/britains-gw-pharmaceuticals-wins-first-eu-approval-cannabis/
The most common adverse reactions in patients receiving Epidiolex, include somnolence; decreased appetite; diarrhoea; transaminase elevations; fatigue, malaise, and asthenia; rash; insomnia, sleep disorder and poor-quality sleep; and infections. Hematologic abnormalities were also observed.
Therefore, could it be an enhanced by a Nuformix Cocrystal? Cocrystal may be used in the same way as aprepitant to treat or prevent disorders relating to emesis, a neuropsychiatric disease, an inflammatory disease, pain, cancer, a skin disease, itch, a respiratory disease, or an addiction.
By the way GWP Headquarters are at Histon, Cambridge CB24 9BZ, which is just down the road from Nuformix HQ and their market cap, as of October 10, 2019 is $3.42B.
This is not investment advice or so called ‘ramping’, and clearly some is supposition from a simple lad (born in god’s country) passing time until, we receive news that everyone is looking forward to. In the meantime, please be patient and keep the faith in the excellent work of Dan et al.
Firstly, Manabouttown thanks for the reply to my request. Obviously, I can now put it into context as I thought ‘Dans reply’ which you initially posted could be viewed as a little challenging. In my opinion this was highly unusual as he’s always presented as being a gentleman who is extremely knowledgeable, professional and doing an outstanding job.
Since investing at the start of the year in NFX I have seen my originally investment increase over 350% at today’s share price, which is outstanding. Apparently, nothing can be guaranteed in life except for taxes and death, but I continue to top-up when I can (did so this morning) and look forward to my personal hypothesis being proved correct. With this phenomenon continuing over the next few years. When I might just cash in!
Though, I am invested and biased, I still try to present balanced views, and reading some of the BB comments, it appears certain investors want the ‘cream now’ and may not necessarily share my optimism. I am realistic regarding communication, and I believe this will come at the appropriate time which in a competitive environment is essential. As it shouldn’t allow any commercial advantage to would be competitors.
Therefore, it may be worthwhile for investors etc, to visit or revisit, a couple of video interviews, which may or may not answer some of their questions: -
Proactive’s Andrew Scott: - ‘Watershed moment' for Nuformix as it reports positive results for lead chemo drug.
30th May 2019
https://www.proactiveinvestors.co.uk/companies/news/313527/-watershed-moment--for-nuformix-as-it-reports-positive-results-for-lead-chemo-drug-13527.html
Vox Markets: - Anita Riotta Q&A with NFX CEO Dr Daniel Gooding 19th July 2019
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Although they don’t necessarily cover the outstanding payment from New Summit Bio (NSB), they do mention the transition to Zhejiang Yatai Pharmaceutical (ZYP) which could be having an impact on this.
However, what has not been mentioned anywhere, is that ZYP in May 2019. Announced they had signed a definitive agreement to establish a joint venture company with Benchmark Botanics (BBT) a federally and multi-licensed diversified cannabis producer and distributor targeting the medical, pharmaceutical, and recreational markets in Canada and the EU.
https://www.newsfilecorp.com/release/46539/Benchmark-Botanics-Provides-Update-on-Investment-Cooperation-Agreement-with-Zhejiang-Yatai-Pharmaceutical
https://www.sedar.com/GetFile.do?lang=EN&docClass=8&issuerNo=00029441&issuerType=03&projectNo=02963993&docId=4586820
Is this something NFX has become involved in! If so, what a positive opportunity with their cannabinoid developments and collaborations in Canada.
Good evening SD78
It has no relevance if you are only here for the ‘money’ and although I agree that investors must be entitled to their own views. Many posters appear to be only concerned with the ‘Chinese payment’ and to me this has become tedious. Therefore, I wanted (like others have) to highlight that this is only one area (albeit important) to this innovative and exciting opportunity.
In addition, if you are one the investors who may be interested in other physiognomies of pharma-development, besides the personal pecuniary aspects. I decided to highlight the process and especially science (as mentioned in my post) behind this first collaborative milestone achievement (hopefully one of many) with ‘Ebers’. If people take the time to read the documents fully, they will appreciate the intricacies and progress required for patent development and should also realise that the first filing was September 2010 and monitors the history to the last $200 fee payment on 13/09/2019 etc.
In the September RNS it was stated: -
‘Nuformix and Ebers are pleased to announce a first patent filing in relation to novel cannabinoid cocrystals following the commencement of development activities under the previously announced Strategic Cannabinoid Agreement (the "Agreement").
Under the Agreement, Ebers gained exclusive access to Nuformix's existing cannabinoid IP and technology platforms to enable the development of differentiated cannabinoid products. This first resulting patent filing relates to novel forms of a naturally occurring cannabinoid, which is the subject of growing scientific interest as its therapeutic promise becomes increasingly validated. The patented cannabinoid forms have immediate applications in both pharmaceutical and consumer products worldwide, which in due course, will generate further milestone payments, plus royalties to Nuformix of 20% under the Agreement terms.
Nigel Little, Director of Ebers, said: "We're excited Nuformix have achieved this first patent filing for Ebers Tech. From a strategic perspective, Nuformix's proven track-record in securing worldwide patent protection for improved drug forms provides Ebers with an opportunity to generate high-value IP, identified as a limitation within the emerging cannabinoid market. This a key milestone in allowing Ebers to create and protect superior cannabinoid products for consumer product and therapeutic applications.
Dr Dan Gooding, CEO, Nuformix plc, added: "We're delighted to secure this opening cannabinoid IP filing, which serves as the first disclosable validation of the Ebers agreement. The number of patents filed is one of several key performance indicators for the collaboration and demonstrates the partnership and overall concept are well-founded. For Nuformix, this first patent filing creates a path to further income from Ebers. We will continue to inform the market as further patents are filed and milestones and royalties are paid in-line with the agreement.'
This is an outstanding strategic partnership for the organisation, investors (both financial and/or altruistic) and people who experience debilitating disorders. For those who are interested in ‘patents’, the following is from the ‘Canadian Intellectual Property Office’. If this is not enough, the 2nd link is to some supplementary light bedtime reading relating to the science.
APREPITANT L-PROLINE COMPOSITION AND COCRYSTAL
Patent CA 2846460
Issued: 2019-01-08
The 1:1:1 aprepitant L-proline H20 composition or cocrystal may be used in the same way as aprepitant to treat or prevent disorders relating to emesis, a neuropsychiatric disease, an inflammatory disease, pain, cancer, a skin disease, itch, a respiratory disease, or an addiction.
www.ic.gc.ca/opic-cipo/cpd/eng/patent/2846460/summary.html
https://patents.google.com/patent/CA2846460A1/en
Have a good day.
SP250 what are you doing, surely not giving away your true status with your reasonably positive post, ‘4 years at the earliest is my guess’. I’ve always wondered if you’re posting using the ‘reverse psychology’ principle!
Hanibal can you please justify your statement as there appears to be some discrepancies. If there is no mileage in AB development etc, how do you explain the following: -
Achaogen, Inc. Announces Results of Auction for Substantially All Company Assets
SOUTH SAN FRANCISCO, Calif., June 06, 2019 (GLOBE NEWSWIRE) -- Achaogen, Inc., a biopharmaceutical company developing and commercializing innovative antibacterial agents to address multi-drug resistant (MDR) gram-negative infections, announced today it has reached agreements to sell substantially all of its assets for aggregate cash consideration of approximately $16 million, plus potential royalties and assumption of certain contractual liabilities, subject to negotiation and execution of binding definitive documents and approval of the U.S. Bankruptcy Court for the District of Delaware (the Court):
• Cipla USA Inc. has agreed to purchase Achaogen’s worldwide rights, excluding Greater China, to ZEMDRI® (plazomicin) and certain related Achaogen assets and liabilities;
• QiLu Antibiotics Pharmaceutical Co., Ltd. has agreed to purchase an exclusive royalty-free perpetual license to Achaogen’s rights in Greater China to plazomicin; and
• Heritage Global Partners, Inc. has agreed to purchase Achaogen’s lab equipment.
If your statement is valid why would ‘organisations’ acquire Achaogen assets!
I look forward, (as no doubt do numerous investors) to your response. Especially your professional credibility and evidence-based research that enables you to make and definitively authenticates your statements.
Obviously, if you can reference such conclusive evidence, it would be extremely valuable in enabling ‘us’ to make an informed conclusion. If you can’t, I would suggest both (if you’re not the same person) yourself and SP250, cease making unfounded and malevolen comments.
Thanking you in anticipation
Obviously everyone have their own opinions, some may be positive others negative. The reality is, we do not know and require further information to stop all the speculation.
My view remains positive and looking at the comparison between sells and buys the difference is not statistically excessive. What it does mean there are shares are available if people want to invest and they will be cheaper to purchase, which will hopefully result in increased profit!
Have a nice day
H very good summary which incorporates known facts, unlike the SP250 'show'. Although, everyone has the right to air their opinions, vexatious and as yet unfounded posts should be treated with the contempt they deserve.
Sorry for some reason it won't accept the address, it's vox.market.
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