JStandMick
30 May 2019
Strategic Cannabinoid Agreement Prols/Albi1, Today’s RNS is only the beginning. I really don’t think the wider market has appreciated just what the potential is here. Dan Gooding has left enough clues if anyone bothered to actually LISTEN to what he was saying. He has signposted how things will develop step by step and what a minimum takeover price is likely to be (multiples of current price of 13.6p). There are interviews with Vox and Proactive that are well worth listening to especially in light of today’s news. Finally, have a look at the director shareholdings and CV’s if you want to dispel any doubts. My ONLY regret is that I don’t have a bigger holding here. Cheers…Mick
Albi1
30 May 2019
Strategic Cannabinoid Agreement Prols Good news with the RNS this morning. Thanks for the info/links. I have to say I owe a massive thanks to Gibso on the Advfn Hurricane Energy thread for mentioning, virutally in passing, this was about to take off. As his posts generally seem pretty on point thought it worth taking a look and fortunately got in last week at 6p and on Tuesday at 8.something. All the best, Albi
Prols
29 May 2019
Strategic Cannabinoid Agreement I looked at the price action last year and bought for quick gain, which did not happen. Did some more research and found it could be a long term hold. There are a few poster over on ADVFN that seem to know more about pharmacology than me; I like the concept of exploiting someone else’s abandonned project with a wonder furmulae to make it work, sounds a little too good to be true. Trolling through the ADVFN thread you will find some decent links, some with Youtube interviews and what have you. Read this: [link] and that… [link] Watch this: [link] ans that… [link] I’m new to all this but these linnk are a lot more interesting now that we have gone beyond 10p… Enjoy!
Albi1
28 May 2019
Strategic Cannabinoid Agreement Prols Thanks for reposting this. Just dipped toe in last week and now up to 80,000 shares this week. Funds already committed in other investments. Have you found any good sources on NFX other than their website/BBs. I.e. biomedical research press that’s useful to check in on? New to this market but have been interested for some time. Thanks and GLA, Albi
Prols
26 May 2019
Strategic Cannabinoid Agreement This was posted on ADVFN in January 19: researchanalyst1 25 Jan '19 - 22:47 - 145 of 161 Considering a largely successful, rule book-driven career in equity research, what I’m about to do is a first. I’m going to make a bold prediction: London-listed Nuformix (NFX) will be the best performing biotech in 2019! Here’s why… A large number of investors mistakenly fall for the premise that complexity is a key component to superior performance. The City of London’s investment banking sector has cultivated and reinforced this fallacy for generations. In fact, nothing could be further from the truth. In the end, complex investment strategies almost always suffer from chronic underperformance. And regardless of the hype and prestige these investments are commonly cloaked in, they are usually designed to, first and foremost, enrich those managing and selling them. Thus, for the experienced and novice investor alike, straightforward and transparent investments are almost always the best of all options. Take Nuformix for example; the Cambridge-based biotech, which counts Vectura’s former head honcho Chris Blackwell as a director, takes drugs cast off by major pharmaceutical companies in phase III clinical trials (targeting high-value unmet needs) and repurposes them. How simple and straightforward is that? Word of caution though: dismiss this business model at your own peril. Why? Employing cocrystal technology, Nuformix has not only created an IP portfolio containing 14 granted patents covering cocrystal forms of five small molecule drugs, but has also identified two drug cocrystals (NXP001 and NXP002) that its highly credentialed management team believe represent stand-out commercial and therapeutic promise and is seeking to progress these programmes to human pharmacokinetic studies. And so far, the management team have come up trumps. According to the Lancet, the average cost of a Phase II clinical trial ranges from £4.0 million to £14.6 million, while the average costs of phase III clinical trials range from £8.3 million to £39.9 million. Thus, with an estimated, inherent legacy investment value of circa £31.3m, NXP001, the company’s flagship cancer drug candidate, has outperformed all clinical studies so far. Considering that NXP001’s market (oncology supportive care) is currently estimated at £17.5 billion per annum, rising to £23.5 billion in 2021, a positive outcome at the pharmacokinetic studies will thrust NXP001 into blockbuster territory. And we all know what happens then…. As for NXP002, the company is re-profiling the drug to treat a range of fibrotic conditions, which can occur in organs such as the lungs, liver or heart. So far, the drug has achieved primary endpoints in all clinical studies done. Specifically, data generated showed that NXP002 candidates strongly inhibit fibrosis ex-vivo, even in very severely fibrotic human lung tissue taken from patients at end stage with IPF. Okay, that’s a bit too far down the rabbit hole for most of us without PhDs in medical science. What’s worth noting, however, is that FinnCap have placed an initial value potential of NXP002 at circa £284m with the corresponding licencing agreements. FinnCap stresses that this valuation does not include markets for other fibrotic conditions which are under-developed. The global liver disease market, for example, is predicted to reach £9.2 billion by 2022. In the meantime though, Q1 2019 (now…) promises to be very busy for Nuformix, with plenty of newsflow: • MHRA clearance expected and patients scheduled for dosing shortly after. • Completion of the pharmacokinetic study triggers a £500,000 milestone payment from Newsummit Biopharma, the company’s Chinese partner. • Human pharmacokinetic data to be released. • Demonstration of bioequivalence triggers a £2 million milestone payment. • Demonstration of bioequivalence propels NXP001 into ‘blockbuster’ territory, drawing the attention of Big Pharma. • Demonstration of bioequivalence will substantively alter the value proposition being tabled in ongoing commercial discussions. • Announcements on ongoing commercial discussions expected. As is evident above, the newsflow is potentially company-making and is likely to keep investors on their toes. That being said, let’s cut to the chase, because time could be of the essence with this one, and talk numbers: • Nuformix’s current market cap is £9.2m (2p). • For the six months ended 30 September 2018, the company’s NAV was £4.49m (included £338,167 cash at bank). • On the 27 November 2018, the company received £500,000 in milestone payments from NSB. • The company is set to receive £2.5m in milestone payments from NSB in Q1 2019. Now, less £7.49m means the market is valuing Nuformix’s highly successful cancer and fibrosis stable of drug candidates, and its substantial IP portfolio, at a paltry £1.7m! Seriously? Has the market totally missed this? The company has excellent clinical data for its drug candidates, is earning significant milestone payments, is in advanced commercial discussions for its stable of drugs, and is firmly positioned for entry into Greater China and South East Asia (all multibillion dollar market opportunities) but is sporting a bargain-basement valuation of £1.7m! Again I bark, seriously? Frankly, if ever there was a textbook market anomaly then this is it. Remember, the stock market is not always the perfect arbiter of value. And yes, this spectacular value gap offers an incredible opportunity to savvy investors. Thus, at the minimum, the company’s market cap should find a floor at £65m (15p). To this end, the risk-reward profile here is extraordinarily rare.
JStandMick
23 May 2019
Strategic Cannabinoid Agreement At the time of my earlier post (12/4/19) the share price was 3.25p. Today’s closing price is 8p and yet nobody appears to have anything to say. The potential upside here is colossal with multiple price triggers imminent. Spreadex have sold approx 3% in recent days and are likely to now be below 5%. Despite their continuing sales the share price has remained in an upward trend. Cheers…Mick
JStandMick
12 Apr 2019
Strategic Cannabinoid Agreement Can’t believe that there hasn’t been any discussion here for nearly a year. The share price doesn’t reflect what is going on here with the above agreement being an example of the enormous potential. The management have real skin in the game and a blue chip Board of Directors. In addition there doesn’t appear to be any imminent risk of dilution with the only negative being a seller (shareholder of original shell company). Once cleared the share price should reflect newsflow. All the best
Ripley94
29 Jun 2018
Recomendation NFX… XXXXX Call from J ( S ) . Pushing this one @ 4.39p maybe explains why its up 12% today. Someone is bailing out and sold a chunk to them. Beaufort recommended them Feb 1st 2018 @ 3.4p and they soon fell to under 2p .
one4all
11 Apr 2018
Re: One4All btw nice move started
one4all
11 Apr 2018
Re: One4All its my view, i dont need to wrote a huge ditribe about the stock to justify my opinion. everyone does that and most times misrepresent the info to make their own case. i highlight a share then you can either ignore it , go dyor and make your own mind up. whats the point of writing a load of stuff , no one is stupopid enough to take the 'research' blathered ouiut on these bulletin boards and run off and buy shares with out doing their own research...are they.one liners are a lot less boring than some of the drivel i read on here and guess what..this post is too boring for words
mantrova
11 Apr 2018
Moving back up.... ..... strongly today and is being well taken.m
Pennyfalls
10 Apr 2018
... .
Pennyfalls
10 Apr 2018
One4All Does your one word ramping ever stop? It's a tad boring mate...maybe you could try to engage people with some info, apart from your guesswork, which has been wrong up to this point.You seem a bit lonely on here , so I thought I'd say "Hi"
one4all
09 Apr 2018
the next N4P BUY , 10 bagger
one4all
26 Jan 2018
should be a great weeks next week buy
