theprior
07 Apr 2017
Re: Price on the move And another decent rise this morning. Looks like sentiment is changing at last.TP
penhome
06 Apr 2017
Price on the move Highest volume of the year at 5.7m today. 47% of this volume was automated trades largely in blocks of 25k, 50k and 100k. These are not small retail investor buys.Closed up 4.8% in London and currently up 5.9% on the NASDAQ.Strong buying into the close at 27.50 - my breakout level. 27.975 paid just before closing which is the day's high.Let's see what tomorrow brings for the weekly close.[link]
penhome
05 Apr 2017
Volume on the move I think something might be stirring with MTFB.Results are expected in Q217 from REVIVE-1, the Phase 3 clinical trial investigating the safety and efficacy of iclaprim in patients with acute bacterial skin and skin structure infections (ABSSSI).Friday and Monday's volumes were higher than usual, and today's volume at 3.5m is the highest so far this year. Lots of 25k and 50k automated trades, so I wonder if institutions are beginning to take an interest. Volume is a leading indicator, so one would expect volume movement before price movement.Prices going into the close today were around 26.7 - very close to the day's high of 26.80.It needs to move above 27.5 to begin a breakout.[link]
II Editor
05 Apr 2017
NEW ARTICLE: Can Motif Bio really surge 400%? "When was the last time you were told there was an investment that could make five times your money? Well, broker finnCap thinks LSE:MTFB:Motif Bio, the company behind a late-stage antibiotic called iclaprim, could do the job.Initiating coverage ..."[link]
theprior
31 Mar 2017
"Stockwatch" Latest article on mtf[link] other words, to summarise what's being said....the stock may be oversold.May be the reason for today's rise ?TP
colebrooke1
26 Feb 2017
Investor presentation write up Excellent post by timbo003 on ADVFN:Apologies for the late write up from last Tuesday’s Rocket Bar meeting, but I had to travel to Las Vegas to begin a 10 day vacation on Thursday morning, so have only just found time to put a few notes together (see below). Unfortunately I did not get an opportunity to ask any questions in the open Q&A session, but I managed to get one in afterwards (see last question on Q&As) :Motif Bio held an Investor evening on Tuesday night (Feb 21st 2017) at the Rocket Bar (near Bank tube station) where there were around 35 attendees. Graham Lumsden gave the presentation using a slide deck was more or less the same as the latest corporate presentation which can be found on the Motif Bio web site (see link below):[link] presentation lasted for around 25 minutes and there was around 20 minutes for Q&As. Graham and Robert (the newly appointed CFO) stayed around for around 45 minutes afterwards, before heading off to meet their Auditor for diner.There was quite a bit of new material which I hadn’t heard before at previous presentations, details of some of the new material are outlined below:GL emphasized that obtaining wide spread acceptance by healthcare payers is becoming increasingly important for drug developers and just gaining regulatory approval was only half the battle.In addition to Iclaprim providing an alternatives for patients where the current SOC was potentially problematic (for example patients with renal problems), Motif are now considering further possible points of difference for Iclaprim vs the current Standards of Care (SOC) for the target indications. These additional points of difference could include a faster speed of onset and reduced propensity to resistance which alone or together could result in a clinically significant improvement in outcomes. For example, shorter hospital stays, or even reduced mortality, both of which would be compelling reasons for healthcare providers to adopt Iclaprim for more widespread use, or even to replace the current Standards of Care.GL presented a number of slides comparing Iclaprim with the current standards of care which showed lab data showing a faster onset and less susceptibility to bacterial resistance (see slides below). GL stressed that showing differences such as faster onset, reduced hospital stay or reduced mortality were not necessary for Iclaprim to be successful and they were effectively stretch objectives, but if they could be achieved they should increase Iclaprim’s commercial value considerably.Q and AsQ: How much do you envisage charging for Iclaprim?A: The analysts estimates are based on $350/day, or $3.5K for a ten day courseQ: Why was the uptake by US investors low?A: It was lower than we had hoped,. We raised $25m we were looking for $35m. It was a poor time to raise cash, we did better than many others at around that time, for example Synthetic biologics could only get their funding away with 200% warrant cover and another company (I didn’t catch the name) had to do 100% warrant cover. Motif managed to get away with 50% warrant cover. Other factors specific to Motif were that we had to inform the market that we were getting low on cash in October and SEC were accusing Motif of conditioning the market with one of the Proactiveinvestor videos, so we had to curtail marketing activities for the fund raise.Q: Why didn’t you go for a big pharma partner?A: We wished to go it alone in the US, although we were looking for partners for other territories. There certainly was interest, although we couldn’t find anyone who wanted to pay an upfront payment at the stage we had reached, instead they stated that they preferred to wait until the read out from the two Revive studies. We are continuing to have lots of discussions for the other territories and to explore grants.Q: Wh
Elster
24 Feb 2017
cempra an antibiotic approval today
theprior
06 Feb 2017
Topped up Having reciewed recent news and taking into account brokers views, I've decided to top up today.We're almost halfway through the first quarter and have been promised result from the first phase 3 trials in H1. The sp will certainly build into the release of that news and likely take off big style if the results are up to expectations.Not long to wait now. Luck all, TP
JudahBenHur
01 Feb 2017
Re: Beaufort Securities note [link] Forecast - Beaufort Securities issues a broker note on Motif Bio Plc Ord 1p1 February 2017 | 09:20am Beaufort Securities today reaffirms its speculative buy investment rating on Motif Bio Plc Ord 1p (LON:MTFB) and set its price target at 110p.
JudahBenHur
31 Jan 2017
Hardman Research: Further de-risking of iclaprim [link] de-risking of iclaprim: Motif is a clinical stage development company focused on a best-in-class drug that targets bacteria resistant to most other commonly used antibiotics. The FDA has agreed a plan of two carefully constructed Phase III trials that will allow approval of iclaprim, opening it up to a $3.0bn market segment. The company has just achieved an important milestone with the last patient completing treatment in the REVIVE-1 trial, which keeps in on its revised (earlier) schedule to release headline data in 2Q 2017. Following a recent NASDAQ IPO and EU Placing, the company has sufficient capital to complete the first trial (REVIVE-1).
JudahBenHur
31 Jan 2017
clinical trial finishes patient treatment phase Motif Bio Phase 3 clinical trial finishes patient treatment phase Motif Bio plc (AIM: MTFB), the clinical stage biopharmaceutical company specialising in developing novel antibiotics, today announced that the last patient has finished the treatment phase in REVIVE-1, the Phase 3 clinical trial investigating the safety and efficacy of iclaprim in patients with acute bacterial skin and skin structure infections (ABSSSI). REVIVE-1 is a 600-patient double-blinded, global, multicentre trial, in patients with ABSSSI that compares the safety and efficacy of an 80mg intravenous dose of iclaprim with 15mg/kg intravenous vancomycin. Treatments were administered every 12 hours for 5 to 14 days. Data read-out is expected in the second quarter of 2017. Data read-out for REVIVE-2 is anticipated in the second half of 2017. Successful completion of the two REVIVE trials is expected to satisfy both US FDA and EMA requirements for regulatory submission for intravenous iclaprim in the treatment of ABSSSI. Commenting on this milestone, Graham Lumsden, CEO of Motif Bio, said: "Thanks to the patients and investigators who participated in REVIVE-1, we remain on track to be able to share the first data from our Phase 3 clinical trials in Q2 17. We believe that iclaprim, if approved, can be an important option for patients hospitalised with ABSSSI who also have kidney disease with or without diabetes. It is estimated that up to 26% of the 3.6 million ABSSSI patients hospitalised annually in the U.S. have kidney disease."
pendil
25 Jan 2017
Write-up in mail-on-line [link]
theprior
24 Jan 2017
Re: Possible breakout Sorry, don't know quite how Andrew got in on the game. Should've been "and".
theprior
24 Jan 2017
Re: Possible breakout Well, apart from a slight blip recently, it's been growing slowly over the last month. Don't know if that quite qualifies as a "breakout" !??What I see is the possibility of a strong result in a few months time. Question is, can your money work harder elsewhere till then, or will the steady rise continue an drew give a good ongoing return ??Chrystal balls anyone ?TP
pelleas
23 Jan 2017
Possible breakout Been watching this for about a year. I bailed in the summer when they made a pigs ear of the US listing but I have continued to watch and dipped my toe back in the water at 22p. Been adding in Jan and now have a decent holding. There is good chance of strong recovery up to the release of data.
