C4x Discovery Share Discussion Threads

[gah123] 18/1/2024 11:56

Sanofi milestone payment must be due very soon

[takeiteasy] 12/1/2024 13:34

Gah, that is my view - post covid we seem to live in a world where auto-immunity is just about in so many of our community in different forms.

We have a very interesting and novel treatment that is right at the heart of trying to restore immune health - if there is a more exciting pharma out there then please let me know. But I have always been fascinated in this space and may not be everyone's cup of tea of course - dyor etc

[gah123] 12/1/2024 13:29

Easy hold, will add significany if it drops any further. Great medium to long term investment, cash more than half current mcap.

[intoodeep] 12/1/2024 12:00

12p levels would complete a fin retracement but 10p could be coming with this market, shouldn't be happening but it seems everyone is a trader these days. The days of being LTH long gone.

[takeiteasy] 12/1/2024 11:58

Will wait for 10p before adding

[nigelpm] 12/1/2024 11:10

buy more then...

[takeiteasy] 12/1/2024 09:28

I get the need to take profits - but we are barely above the recent announcement price which reset the outlook entirely . ...

[mirabeau] 09/1/2024 16:10

Apologies for my earlier comment!

this stock pulls some crazy price movements

happy with 50K though

[intoodeep] 09/1/2024 15:40

Surprised it took them so long.

[bloomberg2] 09/1/2024 15:25

Little tree shake!!

[intoodeep] 09/1/2024 14:16

Let the smaller traders exit, Shore Cap clients will be buying their shares easily enough.

[gah123] 09/1/2024 14:15

Holding this one long term

[mirabeau] 09/1/2024 10:45

50k to sell at 18.2182p.. decent demand from the market

[thiopia] 06/1/2024 22:58

A bit of resistance at 22p?

Impressive breakaway gap and move through 50 and 200 day MA

[gah123] 06/1/2024 21:42

Has to be the cheapest pharma listed relative to cash position, licence agreements and product pipeline. Early contender for stock of 2024, should go from strength to strength !!

[takeiteasy] 06/1/2024 08:01

If anyone has 35 minutes spare to understand the more detailed mechanisms of what NRf2 is and why it matters can use this video from a researcher into phyto nutrients and NRf2

If you have less than 5 minutes spare then cherry pick on the following points in the interview:

4:55 - what drives your obsession with Nrf2

21:56 - poor western diets responsible for metabolic stress and reduced nrf2 response

27:04 - what are the critical clinical outcomes from improving nrf2 - perhaps most interesting of all as the improvements to nrf2 help mitochondrial response, working of the brain and neuro health and longevity

[takeiteasy] 06/1/2024 06:54

UPDATE: Dr Julie Simmonds at Panmure Gordon commented: “C4XD has received an $11m milestone payment from AstraZeneca. We update our estimates. The payment, in addition to the divestment of the Orexin programme in July which generated £16m, means we expect the company to end the year (July) with Net Cash of £22m, the current market capitalization. C4XD is very good value with a strong drug development engine; there are few companies which have successfully developed and out-licensed three differentiated products. We reiterate our BUY recommendation.̶1;
hxxps://www.thebusinessdesk.com/northwest/news/2126285-astra-zeneca-payment-lifts-c4xd-just-as-it-hits-rock-bottom

hxxps://www.lgbco.com/quoted-landing-page/the-future-of-healthcare/c4x-discovery/

[bloomberg2] 05/1/2024 20:19

https://youtu.be/__VQX2Xn7tI?si=uJGkUiy3sEo1pHu_

[mirabeau] 05/1/2024 14:41

DM - today

It’s fair to say C4X Discovery had a fantastic start with the shares advancing 113 per cent over the foreshortened trading week after drug giant AstraZeneca delivered an $11million post-Christmas windfall.

It came in the form of what the experts call a ‘milestone payment’ under a $402million deal with Anglo-Swedish giant, which has licensed the right to NRF2 activator, created by C4XD to tackle chronic respiratory disease.

Analysts said the payment went further than adding a material sum to the AIM company’s coffers – it provided third-party validation of the technology.

'We see this as an important value inflexion which should reinvigorate sentiment in the share,' said regional broker Shore Capital.

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

[gah123] 05/1/2024 13:09

Another 10k to go

[gah123] 05/1/2024 12:57

Added again

[intoodeep] 05/1/2024 11:41

You should watch the proactive video, very credible management interview.

[mirabeau] 05/1/2024 11:26

I like this company

[intoodeep] 05/1/2024 11:16

Me neither...weird eh