C4x Discovery Share Discussion Threads

[intoodeep] 05/1/2024 10:58

Is he asking you gah? If so, why?

[t0pgrader] 05/1/2024 10:48

Any more amusing tips?

[intoodeep] 05/1/2024 10:07

Same view here, this should be trading in the £s not pennies.

The fact that they have secured $800m deals with TWO MAJOR PHARMAS for testing/development of their products is not even close to be being given any value by AIM which seem to be valuing the business mainly on cash in the bank...bonkers, absolutely bonkers IMO

[gah123] 05/1/2024 10:05

Will post some DD later but in the US similar companies are valued at $500m?+

[intoodeep] 05/1/2024 10:02

gah123,

Are you able to quantify the above please?

Just trying get a handle on how to value this company as the CEO has publicly stated the UK market hasn't got a clue how to value pharmas full stop as they only look mainly at revenues rather than opportunities?

TIA

[gah123] 05/1/2024 09:54

Cheapest pharma relative to assets period

[inaminute] 05/1/2024 09:53

Not the best call :D

[gersemi] 05/1/2024 09:20

This looks like it's building up serious momentum. Once Lombard pulls back on its temp selling it should see serious gains

[gah123] 05/1/2024 08:15

Personal target 50p+

[bloomberg2] 04/1/2024 19:33

Rene looks interesting !! Sector red hot last few sessions!!

[gah123] 04/1/2024 19:04

Agree market cap nonsensical, should correct as the news reaches the masses

[nigelpm] 04/1/2024 14:21

Just to be clear no-one is suggesting they are going to receive $700m anytime soon.

[intoodeep] 04/1/2024 13:23

The market potential in immuno-inflammation is large and growing, reflecting the need for better treatments. With a robust balance sheet, focused strategy and streamlined portfolio, we believe we are strongly positioned in immuno-inflammation and excited about the future.

On the out-licensed programme, the company noted that Sanofi is making progress on the IL-17A inhibitor programme for inflammatory diseases towards the next milestone.

Of its portfolio of early-stage discovery immuno-inflammatory molecules, the board still anticipates moving two projects into lead optimisation by the end of 2024, following the project initiation process assessment involving C4X’s proprietary platforms, Conformetrix and PatientSeek, together with a thorough analysis of the commercial viability.

PatientSeek was launched in February to optimise patient selection, with the potential to match the most effective treatments with groups of patients who are most likely to benefit thereby ensuring the right drug is given to the right patient, based on their genetics.

[tomavery19] 04/1/2024 13:22

Crazy cheap here with 700m in payments to come and from astra zenica 31m mcap this is madness This is going to explode

[thiopia] 04/1/2024 13:11

Just come across this $700m in potential according to CEO in The Times

[thiopia] 04/1/2024 13:01

Moving a bit more freely now

[bencook1] 04/1/2024 12:40

AstraZeneca will buy this company out

[intoodeep] 03/1/2024 16:12

Bill,

$400m with Astra Zeneca
$400m with Sanofil
Multiple other pipeline products being worked on

Company will be significantly re-rated or taken over for a massive premium.

Shore Cap are a very trusted broker and have current fair value target 50p+

Scalpers today will be pleased they took their 20-30% gains but the real winners will LTH here.

[billthebank] 03/1/2024 16:04

No.one has bought in above 14p unless they were really unlucky.

Read the RNS:

CO valuation £30M
Awarded up front $2M with another $9M to follow.

Possibility of $400M to follow.

Look at their pipeline and there is potentially another $400M incoming.Exciting times for a company whose shares are way over sold!!!

[intoodeep] 03/1/2024 11:39

News of C4X Discovery Holdings PLC (AIM:C4XD)’s latest payment from AstraZeneca PLC (LSE:AZN) solidifies and validates the company’s place as a skilled drug developer, analysts have said.

Following the firm’s update that US$11 million had been received under a deal worth up to US$400 million with AstraZeneca for the NRF2 activator programme, Shore Cap analysts backed aim-listed C4X.

“We see this as an important value inflection which should reinvigorate sentiment in the share,” the bank said in a note.

“Moreover, this serves as a timely reminder that C4XD has licensing deals in place with some of the leading developers for its programmes.”

The deal included an initial upfront payment of US$2 million to C4X and consisted of a series of developmental and commercial milestones.

Under this, C4X’s NRF2 activator programme has been out-licensed to AstraZeneca with the goal of creating an oral therapy for inflammatory and respiratory diseases.

Shore Cap added that its model for C4X suggested fair value of 52p per share, marking a prospective 480% increase on Tuesday’s closing value of 8.7p.

“These agreements serve as strong validation of C4XD’s prowess in drug discovery and demonstrate its ability to distil value from assets early in the development process,” the bank said.

Indeed, the market reacted positively to the news, with shares in C4X climbing 37% to 11.98p following the news on Wednesday morning.

[intoodeep] 03/1/2024 09:44

Currently zero value beyond cash and asset here, stupidly under valued on the back of todays news and the awesome product pipeline.

Partnering with Astra Zenica and Sanofi, $800m long term agreements, $400m with each company already in place.

[firestarter1] 03/1/2024 09:39

Get out before the fump