Lipoxen Share Discussion Threads

[the_doctor] 26/7/2011 16:48

You'll see that I actually started some constructive debate
I dont mean to disturb a thread, but sorry, if buywell goes out of his way to deliberately deramp my stocks, for whatever reason, then I'll hit back at his.
As posted, it's entirely up to him.

[morewineburger] 26/7/2011 16:34

Maybe when the summer break is over & the children go back to school we may get some constructive debate again, utter purile nonsence.

[the_doctor] 26/7/2011 10:48

'I have twice requested you take your petty squabble elsewhere, without success.'

and over and over I have requested that buywell dont deliberately deramp my stocks. But every time I think he has stopped, he goes and does it again.
This is no squabble, it's your thread owner buywell, going out of his way to deramp other stocks. Filter all you like. Makes no difference to me.

I have no intention of posting further negative comments, as said before. All it requires is for buywell to stop derampin on other threads. Simple.

[123asd] 26/7/2011 09:32

I have no idea what your beef is with each other, nor do I care a jot. I have twice requested you take your petty squabble elsewhere, without success. Since I am unable to have any effect upon your puerile behaviour, I can only filter you and suggest that other investors do the same. Thus, filtered.

[the_doctor] 26/7/2011 09:14

Buywell has been posting around asking for some deramping on his thread.
ie. he's been deliberately deramping my stocks again. I warned him off such behaviour.

Ball back in your court Buywell. It's simple. Stop deramping my stocks and I wont do the same to yours. It's always up to you, but you keep doing it.
I'd not mentioned any of your companies, but you had to do it yet again.


I posted this on Lipoxen at 12p
It's now down substantially, as predicted.





The chart looks very sad, and with deal prospects poor, I expect shareholders here will soon find news of a placing at 4-5p per share.
IMO best to sell now and buy back cheaper?




I'll tell you again buywell
STOP DERAMPING MY STOCKS and I wont post anything negative on yours.

YOU make the first move every time. It's in your hands buywell

[buywell2] 24/7/2011 12:12

Moving averages are converging .... which if we have +ve RNS news soon , could mean another lift in share price like it did autumn 2010

[the_doctor] 24/7/2011 11:19

drewz, not at all. Buywell is the one acting like a child, posting deramping charts on my stocks. I'm simply showing him that two can play at that game!

'In his case ignorance is bliss'

says the guy that makes out more stable vaccines are a massive market but couldnt name any competitors

123asd, I fully acknowledge the potential, but I'm also aware of the significant competition regarding half-life extension technologies.
I tend to thinnk that the NEAR-TERM deal prospects are challenging vs the need for more cash.

I was perfectly happy discussing Lipoxen in a constructive manner
However, to repeat once again, I will deramp this and other buywell stocks aggressively if he continues posting silly deramping charts on my stocks.
Once again buywell, it is in your hands and I wont post anything negative here unless buywell continues childish and inconsiderate behaviour

[123asd] 24/7/2011 09:08

buywell2 - with due respect to you as the originator of this thread, I have no axe to grind with either you or the_doctor, but I, and perhaps others too, would appreciate it if you could conduct your mutual sniping elsewhere.

[buywell2] 24/7/2011 08:40

123asd

You now run the risk of the_doctor becoming a Lipoxen shareholder, which I was trying to avoid , as other shares he posts on have been hammered.

In his case ignorance is bliss .... best to leave it that way methinks

[drewz] 23/7/2011 18:03

@the_doctor,

you debase yourself and behave like a sulky child. Grow up man!

[gregoryan] 23/7/2011 17:56

123asd

Excellent post!

[123asd] 23/7/2011 10:34

the_doctor - 22 Jul'11 - 20:14 - 888 of 889

"....Yet taking a look at your beloved Lipoxen:
- unlike OXB and PRM, it barely has cash left
- the deal prospects are minimal
- the chart is as bad/worse and a fundraising is pending...."

In reply to these points you make, it is worth repeating here an extract from page 3 (the Chairman's Statement) in the recent Annual Report. He states:

"....While Lipoxen has, hitherto, been dependent upon third parties to fund essential early-stage product development, I believe that it is now realistic to see our Company as an emergent Speciality Pharmaceutical company with a burgeoning proprietary product pipeline, including:
(a) Two candidates already in human clinical trials, being ErepoXen® (PSA-EPO) and SuliXen® (PSA-Insulin) both of which have demonstrated clinical success.
(b) Six candidates in development with Pharmsynthez ZAO ("Pharmasynthez") in Russia, of which the first two are orphan drug candidates, being, the Multiple Sclerosis vaccine candidate MyeloXen® and PulmoXen® (a polysialylated dornase for the treatment of Cystic Fibrosis), together with HIVirion (a therapeutic vaccine for the treatment of HIV); these all have shown promise in pre-clinical studies. Pharmsynthez is now a publicly traded company on MICEX (November 2010) and much of its future value is vested in the Lipoxen collaborative projects.

A key feature of our successful emergence from "dependency" to "control of our destiny" will be vested in the Company's ability to fund the development of the most promising of these candidates whether directly or by way of co-development arrangements. In this regard I am able to advise shareholders that existing arrangements with Pharmsynthez, Serum and FDS Pharma Ass. ("FDS Pharma") already provide financial underpinning for all items noted under (a) and (b) above.
Negotiations are currently in train for the establishment this financial year of several new initiatives encompassing both the co-development and future funding of a number of the Company's proprietary product candidates. In particular, we are working to conclude a co-development deal similar in nature and to run in parallel with that already established in Russia with Pharmsynthez with the same aim of achieving human proof of concept in
Russian clinical trials as the technical basis to justify the funding of Western trials of the successful product candidates. While it is too early to report success in these endeavours the Board is encouraged by progress made to date and will report to shareholders as appropriate in due course..."

He goes on to say:

"....What is of particular note is that the Company's focus has broadened from being, primarily, an out-licensing model to now having the realistic potential of funding in-house product development; this is rooted in a highly positive sea-change in the expectations of our leading collaborative partners as a direct result of the excellent pre-clinical and clinical trial results that have been achieved to date, including those from Pharmsynthez in our Multiple Sclerosis vaccine and polysialylated dornase for the treatment of Cystic Fibrosis...."

Finally, on page 7:

"...Significant levels of effort are being expended on a feasibility study with a Big Pharma client on a new application of our PolyXen® technology. This is an important project for the Company as it addresses a new area of application of our IP-protected biopolymer. It is premature to anticipate "next steps" beyond the completion of the second phase of this project which we hope to complete before the end of FY2011.
I have alluded hitherto to our efforts aimed at expanding the Company's activities into that of a Specialty Drug Developer. In other circumstances the Board would have preferred not to issue the accompanying Financial Statements for FY2010 until it was able to report more conclusively on the outcome of these. That said, we are, of course, bound by the law of the land and, in particular, the Companies Act 2006 which requires that we hold our Annual General Meeting no later than 6 months following the end of our Accounting Period, that is to say, in our case, by no later than 30th June 2011....".

These extracts paint, for me at least, a very different picture to your statements at the beginning of my post, in particular your second point about deal prospects being "minimal".

As I posted here recently: "...we all make the best assessments we can, based on our abilities, including research into the competition....I am happy to be an investor in LPX, but I too am interested to read any serious critical analysis, assuming it is couched in suitable, layman's terms." On that basis, I think your above post is neither accurate nor worthy of being called serious critical analysis.

[buywell2] 23/7/2011 09:32

Re your comment

''Only that, quite rightly, people should look at competition, not believe a bb ramper that says there is none.''

I never said that at all .... I said

buywell2 - 19 Jul'11 - 10:58 - 878 of 888 edit


I don't know of anyone who has such technology

BUT

Think why a major pharma might NOT want it , what would it do to sales/year for example ?

Vaacines need to stay cool circa below 25%C , pharma's sell Billions of dollars worth EACH year



You have only commented about CBL and Nova, I have commented upon these before ..... I am still not aware of any other technology as stated .

[the_doctor] 22/7/2011 20:14

'Which means the major Pharma's sell twice as many the next year'

sounds good for pharma.
not exactly an incentive for them to invest in non-fridge tech then?

... but I'm not a deramper. Pharmas wouldnt want to shut the tech down.
I've not said anything negative about Lipoxen
Only that, quite rightly, people should look at competition, not believe a bb ramper that says there is none. In the vaccine space, of course there is!

NOTE - I've never said Lipoxen's offering isnt better though. What I gave was an opportunity for you to tell me why their tech is better or as good
It's a shame that instead you just childishly deramped my stocks with silly charts

I can do the same - and I warned you I would

Looks like your Lipoxen Buywell




The key difference being that PRM has ~18 months cash before any further deals or contracts are done, or more products launch

Read Lipoxen's accounts and the're stuck - if they can't get a deal done soon, then a fundraising is going to have to be done. That wont be pleasant for most shareholders - most likely would be done at 5p/share or less.

I suggest you stop making silly comments about other stocks - and focus on those you own

Yet taking a look at your beloved Lipoxen:
- unlike OXB and PRM, it barely has cash left
- the deal prospects are minimal
- the chart is as bad/worse and a fundraising is pending

People in glass houses and all that.

I'm not going to post further provoking comments - I actually happen to be looking at Lipoxen because I'm looking at half-life tech..

[buywell2] 22/7/2011 18:19

''It is estimated by the World Health Organisation (WHO) that currently nearly half of all global vaccines are wasted partly due to suspected or real temperature damage and as a result millions of children and adults go without life-saving vaccinations.''

Which means the major Pharma's sell twice as many the next year

[buywell2] 22/7/2011 17:57

If anyone that is interested looks back in the thread I have discussed Cambridge Biostability many times , their deal with Lipoxen and when they went bust .....I think Lipoxen are probably working with Nova via the key former member of CBL staff mentioned.

'Nova is now talking to organisations who worked with Cambridge Biostability Ltd, with a view to continuing existing work and investing in development of further use of the technology.

Nova was previously working with Cambridge Biostability Ltd and manufactured the materials to date for this innovative technology, so it is in the best possible position to take it forward, said John Seaton.'


Original CBL deal



Then we had this news


After the big RNS that shot the share price to over 20p in a couple of days

''Lipoxen and CBL are also in discussion with major vaccine manufacturers with a view to licensing the new technology package for pandemic and seasonal influenza vaccines.''

As yet nowt has happened

Why ?

Because major Pharmas don't want to improve shelf life or make their vaacines temp independent

They just want to sell them

Lipoxen need to partner up with an organisation that wants to save lives and do things for the good of humanity

Hence maybe the big Charity names

However maybe a mid sized Pharma with BIG ambitions is their best bet

If such a company did a deal with Lipoxen and Temp proof and Long shelf life vaacines were produced ..... affecting Major Pharma sales of the same

Then a major pharma would probably buy up the mid sized pharma just to close the technology down.

[the_doctor] 20/7/2011 15:54

thanks eternaloptimist

drewz - the discussion is very much on-topic and about Lipoxen

My surprise was at Buywell saying how much the market was worth, suggesting Lipoxen was the only player.
I did think he might have known about the other competitors
Note - at no point have I been suggesting Lipoxen's solutions couldnt be better.

I dont expect anyone to have been through competitors in detail, but even a quick google search can at least reveal a few names that are worth assessing - without that, how can an investor possibly make any call on Lipoxen's chances in that area?

[drewz] 20/7/2011 15:46

Well said.

Can we please keep the discussion on here to informing each other of the merits or demerits of investing in LPX, rather than the settling of personal scores, ad hominem attacks etc.

It is difficult enough trying to understand how viable and commercial LPX technologies may prove to be without the waters being muddied by constantly bringing in extraneous arguments.

[123asd] 20/7/2011 14:30

the_doctor - fair enough, few of us are qualified to assess the merits or otherwise of either Lipoxen's technology or that of its rivals. No doubt too, Buywell does play fast and loose with his estimations. However, we all make the best assessments we can, based on our abilities, including research into the competition. On that basis, I am happy to be an investor in LPX, but I too am interested to read any serious critical analysis, assuming it is couched in suitable, layman's terms.

[eternaloptimist] 20/7/2011 14:29

"the_doctor - 20 Jul'11 - 13:59 - 881 of 881

I'd be interested in a proper/detailed assessment of Lipoxen's capabilities vs alternatives"

A sort of related one which in effect bypasses some of the cold chain storage and transport problems is Immune Targeting Systems



which is developing synthetic vaccines. I have shares in this one too so either covering my options or adding yet more risks for myself :-)

[the_doctor] 20/7/2011 13:59

Thanks for the comments. Interesting. At least someone knows the competition/area!

It seems clear to me that Buywell makes easy comments about Lipoxen having the only this or that, or markets worth £bn, but he hasnt even looked into the competition from what I can tell
As per my earlier post - if there's an unmet need then there'll be competitors

The names above were just from a quick google search
I'd be interested in a proper/detailed assessment of Lipoxen's capabilities vs alternatives

[eternaloptimist] 20/7/2011 13:39

"the_doctor - 19 Jul'11 - 11:55 - 879 of 879

1) Novo Bio-Pharma Technologies has developed a way of preserving vaccines without refrigeration by sealing the vaccine's live viruses inside glass made of sugar.
The vaccines trapped in the sugar-glass could be stored at 45 C for four months without any degradation

3) Cambridge Biostability...."

As a bit of background on the above. Cambridge Bio went out of business after a funding crisis/contract award problems amongst other things rather than technology problems. Novo Bio-Pharma finished up with Cambridge Bio's equipment and IP and that is I think substantially what they are now offering.

Dr David Moss, former Director of Reseach for Cambridge Bio, now works at Lipoxen - or did last time I heard.

Quite a lot of interconnectivity. Note the above is from memory so I haven't checked the details.

I was an investor in Cambridge Bio - total loss which is something of a irritation when I see Novo making money on what I had partly paid for - and subsequently purchased some Lipoxen which I still hold.

[the_doctor] 19/7/2011 11:55

'I don't know of anyone who has such technology'

then IMO you cant have even looked

as I suggested - if there's much of a need to have more easily stored vaccines, then MANY other companies will be working on solutions.

Just a quick look

1) Novo Bio-Pharma Technologies has developed a way of preserving vaccines without refrigeration by sealing the vaccine's live viruses inside glass made of sugar.
The vaccines trapped in the sugar-glass could be stored at 45 C for four months without any degradation

2) Soligenix Executes Exclusive License with the University of Colorado for Vaccine Thermostabilization Technology...

3) Cambridge Biostability....

'I don't know of anyone who has such technology' - perhaps you should look??

[buywell2] 19/7/2011 10:58

I don't know of anyone who has such technology

BUT

Think why a major pharma might NOT want it , what would it do to sales/year for example ?

Vaacines need to stay cool circa below 25%C , pharma's sell Billions of dollars worth EACH year

[the_doctor] 18/7/2011 17:11

buywell - not saying there are any, but what competing formulation technologies are in development?

If it's an unmet need, there will be several
What are they - what are the pros/cons

I'm asking out of interest, not to provoke - I've not looked into it at all