C4x Discovery Share Discussion Threads

[alloa2003] 26/2/2020 10:32

Thanks for clearing that up - wasnt sure if they could use their technology to improve and extend the use of existing vaccines.

[davemac3] 26/2/2020 10:02

no, they are a small molecule company

[alloa2003] 26/2/2020 09:23

Is there scope for the company to get involved in virus vaccines going forward?

[the stigologist] 26/2/2020 09:17

Pretty stable despite coronavirus panic

Helps being 90% down already

[the stigologist] 21/2/2020 14:31

At £14m Market Cap with £7m cash it doesn't give any value to the various relationships, R&D, IPR etc

[the stigologist] 21/2/2020 14:29

Yes he was contrite about placing discount and seemed confident

That has been reiterated in Twitter comments in Jan before and after JPM

Indivior revealed last week Orexin progress but C4XD chosen not to update themselves. Maybe they don't think significant enough or will package up with other news?

[f3rdinand] 21/2/2020 13:44

Interesting when Clive was talking about what the money was to be used for in the October interview he made the comment 'I don't want to be sat here in 6 months having made two deals and not have anything coming behind in the pipeline (or very similar words to that effect) This to me implies he's confident NRF2 and IL17 will be completed in 6 months and he wanted further molecules progressing ready for licence e following year

[alloa2003] 21/2/2020 13:32

I agree - the market is wrong and deluded BUT Clive should have pinned down the fund raising price and made a schoolboy error in this. He opened up to suggest the funds would stop the drug companies from holding them over a barrell but gave this power to the institutions. That was a huge and very stupid mistake.

[the stigologist] 20/2/2020 14:55

Yup. Buy when there is blood on the floor.

In this case Clive Dix is fighting for his entire career and legacy. He seemed genuinely contrite about the deeply discounted placing at 15p and wants to make amends and get back to generating shareholder value

And here we are at 12.5p

I think the market is wrong and deluded

[f3rdinand] 20/2/2020 14:29

I disagree! I think the market cap is ridiculously low considering the deal already struck and the prospect of two more! Has to be a massive buy at this price! Buy low (when others are fearful), sell high (when others get greedy) That's what I've been doing!

[alloa2003] 20/2/2020 13:42

This probably wont move until the next news announcement - or if they news leaks prior :)

[the stigologist] 20/2/2020 12:51

Slight tick up

This has gone too long without news

Must be something brewing

[the stigologist] 19/2/2020 23:26

Do you mind telling your share price this Clive ?

Jan 17
Another successful @JPMorgan Healthcare Conference kicking off the start to what will be a great year. Looking forward to continuing our progress in 2020!

Jan 7
Commenting on today’s preliminary results, Clive Dix, our CEO, commented “With the business in a strong position, we are excited by our future prospects as we focus on building our pioneering Drug Discovery company towards sustainability.̶1;

[the stigologist] 13/2/2020 14:59

Link to INDV Document





Link to First HEAL Investigator Meeting

[the stigologist] 13/2/2020 14:54

From INDV results 'R&D' statement today. Pretty sure some of this has NOT been RNS-ed by C4XD yet ?

C4X3256 (Selective Orexin 1 (OX1) receptor antagonist):

- On September 26, 2019 the National Institutes of Health (NIH) granted
Indivior’s application entitled “Clinical Evaluation of C4X3256, a Non-Opioid,
Highly-Selective Orexin-1 Receptor Antagonist for the Treatment of Opioid
Use Disorder” pursuant to Funding Opportunity Announcement RFA-DA-19-
002 dedicated to the development of medications to prevent and treat opioid
use disorder and overdose. A link to Indivior’s Press Release can be found
here.

- A pre-investigational new drug application (PIND) application was submitted
to the FDA on September 20, 2019. FDA feedback was received on January 2,
2020. First-In-Human protocol has now been finalized and the IND was filed
on January 17, 2020.

- Our development plans were presented at the first HEAL Investigator Meeting
in Bethesda on January 16-17, 2020.

[the stigologist] 12/2/2020 16:12

I'm hopeful. They have good partnerships. Indivior on a little charge may provide hope. Others ETX etc

[alloa2003] 12/2/2020 12:22

The company/management seem to think that their investment and research will create significant gains going forward. This may well be the case but they are naive in the extreme to think markets/investors will hang around without any meaningful updates or timetables. I have noticed the comments from the forever bullish Chief Exec have been toned down of late and have become a little more vague with timelines subtly extended.

The company is being run with a private company ethos where there is no pressure but unfortunately to survive on the stock market you need to deliver, you need a good line of communication and not get caught out by the sharks as they were with the fund raising.

In hindsight the fund raising was down to the naive approach the company took, not locking down the price while opening up to insiders that without the funds they would be held to ransom by the drug companies. As it happens this led to them being held to ransom by the institutions. Wreckless or naive? The choice is yours....

[kamitora] 12/2/2020 11:48

"The information vacuum from the company isnt helping"

After over 20 years of investing - often in early-stage companies - I see this as the problem time and time again, and it's frustrating to see bad companies with good PR appearing to defy gravity and evade failure, while good companies with bad PR hit the wall because they don't seem to understand that survival is often not so much down to the quality of their products, but the quality (and volume, one suspects mainly volume) of their message. I once read that success is 20% the quality of your company/product, and 80% people's perception of your company/product (which it turns out, is not necessarily a function of quality). That 80% then is marketing.

6 stories posted on their "In the news" section of their website - one every two months for an early stage company fighting for its financial survival.

[f3rdinand] 12/2/2020 09:36

I agree with this sentiment and am very hopeful a deal or two can get closed over the next six months! However, there is no way this share is being shorted! The volume is non existent! Just bored PI's moving on to pastures new at the moment... they'll be back!

[alloa2003] 12/2/2020 09:05

This is down to option money now - if they close just one deal or get the next INDV payment this share will rocket. Market pricing the company to go bust and ignoring any potential whatsoever.

The information vacuum from the company isnt helping and just playing into the hands of shorters who are probably having a field day.

[the stigologist] 11/2/2020 11:02

Computational Biology sector should be on fire today after ETX

SP Angel...

"e-therapeutics (ETX.L): Board restructuring

Share Price: 3.9p; Market Capitalisation: £10.5m

* e-therapeutics, a computational drug discovery business, announced board restructuring and a £1.6m placing.

* Ali Mortazavi has been appointed Executive Chairman, with the current Non-Executive Chairman, CEO and CFO departing the Company.

* The Group also £1.6m placing at 3p/share with the funds to be used for general working capital purposes.

The appointment of Mr Mortazavi, who was CEO of Silence Therapeutics (SLN.L), for six years, marks an opportunity to turnaround the business, which was affected last year by the Woodford overhang. The current Group strategy is to strike revenue or cash generating collaborations through its network-driven drug discovery (NDD) and Genome Associated Interaction Networks (GAINs) platforms and has collaborations with big pharma, including Novo Nordisk. Computer-based drug development is an attractive prospect for industry, as it could dramatically reduce risk, cost and time by generating data in silicon rather than in the lab."

[the stigologist] 07/2/2020 15:05

INDV having a little Friday afternoon surge

Good news there would definitely be good news here right ?

[the stigologist] 06/2/2020 01:57

Interesting developments possibly in INDV case. Maybe will have impact here ?