C4x Discovery Share Discussion Threads

[davemac3] 29/6/2022 21:57

toxicology data for what?

[bloomberg2] 29/6/2022 17:33

Bear markets are cruel !! Will be painful if toxicology data is pants

[alloa2003] 29/6/2022 11:23

What is happening here? Looks like the company is slowly dying but behind the scenes negotiations continue on licence deals. I hope funding doesnt become an issue before they sign a deal - looking that way with the share price.

[ddonaldson2] 10/6/2022 11:10

Keeping the faith and adding at these prices

[bloomberg2] 10/6/2022 08:17

Keeping the faith ....in Dixi we trust

[ddonaldson2] 09/6/2022 10:07

Final toxicology study for INDV-2000 due around the end of Q2 this year, the MAD study will be reinitiated in Q3. Likely to see more royalties this year? Also we have the commercial discussions in advanced stages hoping for a good second half of the year

[bloomberg2] 29/4/2022 10:16

Might top up before the herd

[alloa2003] 29/4/2022 07:41

Great interview - not sure why the market isnt taking all of this in.

[bloomberg2] 28/4/2022 18:06

https://www.proactiveinvestors.co.uk/companies/news/980874/c4x-discovery-holdings-plc-on-expanding-its-portfolio-980874.html

[t0pgrader] 28/4/2022 15:38

Only 1 x 7,000 trade today thus far. Terrible corporate pr given the unfolding story

[bamboozler] 28/4/2022 14:25

Did anyone catch the results presentation? I've seen the slides on the website but missed the webcast. Anything interesting?

[alloa2003] 28/4/2022 09:16

You have hit the nail on the head - a point I have mentioned a few times. When people see these huge numbers they think that is it, they dont even see the single digit royalties which are on top of the potential payment figures mentioned.

As the C4XD system is basically reformulating and improving existing treatments for oral use, there is little chance of the molecule being rejected at the regulatory stage. Therefore it doesnt take much to see how very quickly this company could turn into a HUGE cash cow, funding not only future funding but, eventually, dividends for shareholders. Yet another untapped and ignored potential gem in my view.

[copandrobber] 28/4/2022 08:45

Advanced commercial discussions with multiple potential partners for NRF2 activator programme for inflammatory diseases with pre-candidate nomination, preliminary safety and efficacy studies completed.This certainly paints the right picture but I thought there may be more updates on the Sanofi deal which was announced. Under the terms of the agreement, C4XD will receive an upfront payment of €7 million and could receive up to a further €407 million in potential development, regulatory and commercialisation milestones, of which €11 million is in pre-clinical milestones, in addition to single digit royalties.

[copandrobber] 28/4/2022 08:39

I agree but hoped he'll add a bit more meat to the bone on the call at 10am

[alloa2003] 28/4/2022 07:22

While the figures are irrelevant at this stage, todays half year results contain some very very encouraging comments on milestones and future potential partnership deals. They may be taking their time but history shows they can deliver potentially huge deals.

[alloa2003] 27/4/2022 14:24

Also, the company doesnt seem to be "leaky" when it comes to announcements. I remember the shock fund raising at a 50% discount to the share price. Nobody saw that coming, not even the company - who had previously agreed a much higher price!

Final thought. If, as we assume, there is at least one potentially huge deal just around the corner (and other milestones to come), why would the company look to raise funds before the big bounce? Surely if they had to raise funds they would do it in tandem with good news?

[alloa2003] 27/4/2022 14:15

I have just bought a few more. As long as there is no fundraising tomorrow, I cant see them staying at this level for too long. I think this move down was caused by a badly handled sale order a few weeks ago but the INDV announcement probably didnt help.

[alloa2003] 27/4/2022 14:14

I agree but on the flipside we know when they do announce something it is meaty, not just flannel and filler announcements to get themselves noticed.

What I enjoyed about Clive's most recent interview was the fact they are spreading their wings now into other areas, as they have exhausted the areas they have been working on since day one. As there are still molecules with no partnerships yet, that suggests to me that partnership announcements are not far away.

[copandrobber] 27/4/2022 13:44

For a company of few words, hopefully we'll get some meat on the bone as to a advancements made, including the Sanofi deal which was over a year ago! Since that, they have released absolutely zero to the market regarding updates, progress etc. They need to work on their IR badly but despite that I have full confidence that Clive will bring home the bacon!

[alloa2003] 27/4/2022 07:47

We must be due some news on a new partnership.

[bloomberg2] 26/4/2022 17:40

Got em all in an isa ready for the big move

[alloa2003] 26/4/2022 13:55

Moving ahead of the results

[alloa2003] 19/4/2022 07:39

C4X Discovery Holdings plc

("C4XD", "C4X Discovery" or the "Company")



Notice of Results



19 April 2022- C4X Discovery Holdings plc (AIM: C4XD), a pioneering Drug Discovery company, will be announcing its interim results for the six months ended 31 January 2022 on Thursday 28 April 2022

[t0pgrader] 13/4/2022 16:58

In case anyone missed it, the INDIVIOR update on Phase 1 SAD of Orexin 1 Inhibitor INDV 2000) was published Feb 16 in the Q4 21 results. The report says Phase 1 MAD is on clinical hold at the instruction of the FDA based on "nonclinical findings from another similar development programme not sponsored by Indivior". However, "major progress" made on formulation and chemical development