Onzima Ventures Share Discussion Threads

[keya5000] 07/9/2016 15:31

Doodle,

Its a disruptive tech company in the essence that FFWD is in a way!

Different approach to doing something in the conventional manner.

N4 looks to have great potential and we are seeing a bit of that come to the surface today with FUM being the catalyst I suspect.

[keya5000] 07/9/2016 15:26

Welcome doodle.

[doodlebug4] 07/9/2016 15:15

Joined the party and bought a few.

[herschel k] 07/9/2016 15:06

I was in here a while back Keya, but news was slow so I moved funds elsewhere for a while (and did OK tbh).

Now back in.

Only got c. 600k of these, but I like it as a risk/reward play given the mkt cap and such a massive market potential.

H

[keya5000] 07/9/2016 15:04

Welcome HK.

[herschel k] 07/9/2016 15:00

stock is low here.

I've managed to get a further 117,754; but now no quote again..........

edit: finally managed to get another 100,000. that's me done for now.

[herschel k] 07/9/2016 14:49

can't buy any online with AJ Bell...............

[keya5000] 07/9/2016 14:47

someuwin, an contact I know is seeing NT today I have asked him to put that point across, some PR on this is key now.

[someuwin] 07/9/2016 14:41

Spot on keya. Hopefully we will get Nigel making some comments on this.

[someuwin] 07/9/2016 14:37

Once we break 2p (soon hopefully) we'll truly be up and running.

[keya5000] 07/9/2016 14:37

Situation is now very clear here, FUM have developed a ED gel that is quicker than sildenafil based tablets which is our market.

The manufacturers of Sildenafil need a USP or an edge over the gels one of which they have just lost is speed.

That's when N4 comes in with its faster acting reformualtion. The majors need our technology/product more than ever now.

We have the patents and the product to take to the next level.

But we only have a £2.8m mcap against FUM valued at £60m and I expect closer to £100m within a few weeks. FUM is correctly priced and is also likely going much higher.

[jakleeds] 07/9/2016 14:25

Bouncing back well. Definitely some upside pressure on the price now ...

[keya5000] 07/9/2016 13:43

Think its riding on the back of the FUM news which clearly just shows how much the under value is here.


This should be 3p on what we know today and possibly 10p at the least when the JV partner for the FIRST reformulation is announced.

[someuwin] 07/9/2016 13:33

Newcomers to ONZ need only look at yesterday's RNS to get a sense of the value being created here...

("Onzima" or the "Company")

Investee company N4 Pharma announces formation of scientific advisory panel

N4 Pharma Limited ("N4 Pharma"), in which Onzima holds a 49% equity stake, has
announced that its intellectual property partner OPAL IP has formed a
scientific advisory panel to provide advice and guidance on N4 Pharma's
reformulation projects, the first of which is its reformulation of sildenafil.

The panel is made up of Professor Karrar Khan, formerly Head of Pharmaceutical
Development for Boots Pharmaceuticals and Knoll, Doctor David Templeton, an
expert in pharmacokinetics and translational science, and Doctor Sean
McCrossen, an expert in pharmaceutical development.

N4 Pharma CEO Nigel Theobald commented:

"This is a very strong advisory panel which together brings over 90 years'
experience to our development programs. It will be a huge asset to help make
sure that our reformulations meet the requirements of industry and the
regulators and we are delighted that OPAL IP has been able to put together such
a strong team."

[someuwin] 07/9/2016 13:00

Peeps should be excited by this stock.

Most will not take any notice until its valued at £10m+.

[jakleeds] 07/9/2016 12:53

Sudden bit of excitement ...

[someuwin] 07/9/2016 10:07

Yup sartans are a massive market ($11bn), used to treat hypertension (high blood pressure) and cut the risk of cardiovascular disease and stroke.

N4 pharma have 17 patents for Losartan & 12 patents for Valsartan.

How ludicrously cheap is this!

[sophisticatedtrader] 07/9/2016 09:53

Thanks keya for that ... will keep tight hold of my golden tickets!!!! :-)))

[keya5000] 07/9/2016 08:10

From LSE--Aim_Chaos is Miles Mcnulty the largest shareholder outside of the company;


AIM_Chaos
Posts: 23
Research
Opinion: Strong Buy
Price: 1.45
View Thread (2)Ballpark numbersTue 15:43Just to demonstrate the potential of N4:

The likely next drugs to be reformulated after Sildenafil is Valsartan / Losartan. $11bn global annual market. Dwarfs the Sildenafil market.

I envisage N4 creating a SPV for the product, with a partner injecting �0.5m to �1.0m into the SPV. N4 will hold 90%, valuing SPV / produc tin development at �10m.

Returns to N4 (3-4 year horizon from now to receipt of royalties, post development and commercialisation by a major pharma) with an investment of only c.�2.0m at N4's TopCo level would be:

$11bn (market size) x 12.5% (market share) x 10% (royalty to SPV) x 90% (N4's share of SPV) x 85% (gross profit margin) = $105m gross profit pa.

Besides Sartans and Sildenafil ($38m gross profit pa using same model as for Sartans), N4 has earmarked at least a further SIX drugs for reformulation.

ONZ currently owns 49% of N4, and the RTO option is surely a likely outcome, given the existing tie up / prior share swap.

[someuwin] 06/9/2016 13:25

Good work keya.

This should prove to be a monster in time.

[keya5000] 06/9/2016 11:28

Our new 'teammember' professor Khan is the head of development at this medium sized US listed Pharma drug developer.

£300m mcap for its listed spin off.

Likely group worth in excess of £1bn.

He is a major major player who would not associate himself with failure.

[sophisticatedtrader] 06/9/2016 11:12

Keya ... couldn't agree more ... onwards..onwards ..upwards and upwards now from here imvho ... what a fantastic opportunity we have found here ... very happy to be part of this journey.

[keya5000] 06/9/2016 10:59

Good news, real players in the team now.

Going to be massive.

[someuwin] 06/9/2016 10:51

Looks like some industry heavyweights getting behind N4 Pharma.