C4x Discovery Share Discussion Threads

[toffeeman] 26/6/2020 17:15

You can do 'better' than that Stig - a real disappointment you are :)

[toffeeman] 26/6/2020 15:51

That's very restrained for you Stig - where's the venom/ :)

[davemac3] 26/6/2020 15:38

sounds like Clive will be disappointed

[amaretto1] 25/6/2020 17:58

Every one is ... Sp not in reality !

[george23666] 25/6/2020 17:43

Why this not reflected in share price today Stig..slightly curious?

[the stigologist] 25/6/2020 12:55

Good spot. They had previously said it had been delayed 3 months due to Covid so I assumed July.

Will tweet it out later under $INVVY hashtag

US RobinHood Investors are mad for INDV's ADRs maybe get some reflected attention

If they got $10m up front and its a total of $294m would it seem about right for milestones to be

Upfront : $10m
Phase 1 : $10m
Phase 2 : $10m
Phase 3 : $10m

Success payments? Regulatory and Commercial milestones making up the rest ?

"Under the terms of the agreement, C4XD will receive an upfront payment of $10 million and could receive up to $284 million of potential development, regulatory and commercialization milestones in addition to royalties"

[golden prospect] 25/6/2020 10:31

Update due ? [milestone should trigger a payment]

29 March 2018



First Submitted Date May 21, 2020
Estimated Study Start Date June 30, 2020

"A Phase I, Double-blind, Placebo-controlled, Randomized, Single Ascending Dose Study to Assess the Safety, Tolerability and Pharmacokinetics of INDV-2000 (C4X_3256) Under Fasting and Fed Conditions in Healthy Volunteers"

[alloa2003] 24/6/2020 09:48

He copies everything from someone elses Twitter account:-

[the stigologist] 23/6/2020 19:06

Love this chart.

Should breakout soon (i'd hope to the upside)

Won't take much to take 50 day MA above 200 day MA causing a Golden Cross

1 to 2 weeks remains my assumption

[ivor hunch] 22/6/2020 18:29

Toffeeman and Alloa - you're both wrong. I've followed Stig into several shares - Aortech (now RUA) and Physiomics - and more than doubled my money in both. Sure, do your own research, but it's always worth listening to what Stig says even if you ultimately reject it.

[avsome1968] 22/6/2020 17:17

Well stig i spent couple hours over the weekend doing a bit of research very interesting, bought a small trench this morning 26500 at 16.57. gold/silver pharmaceutical companies are the place to put your money at these present times. cheers AV

[the stigologist] 22/6/2020 16:12

C4X seem to be upping the PR on the down low

after previous mis-steps I think they are being ultra cautious to under-promise and over-deliver

no knowing when they will actually get around to licence IL17 or NRF2 themselves which will be the major value catalysts principally because it finally demonstrates their claims to be the World's Most Productive Drug Discovery Engine

Whilst it relies on the INDV1000 (C4X3256) deal it won't get the 'multiple' it deserves. However that raises prospect of an outsized move with it getting credit for any new deal as well as multiple expansion.

On NRF2 front whilst they aren't getting results themselves there is enough from the wider biopharma world demonstrating attractiveness and potential that there could always be external catalyst to a re-rate.

However I think it's so undervalued right now just some confirmation of the value in and progression of INDV1000 is going to be a catalyst.

INDV have said clinical trial of INDV1000 was delayed by 3 months from April so it is now imminent for a start in July. That should entail a milestone payment possibly a big one. Certainly in context of C4X's ridiculously low Mkt Cap of £18m

[golden prospect] 22/6/2020 15:51

22 June 2020

[the stigologist] 22/6/2020 13:57

Stop following me around and do your own research

[toffeeman] 22/6/2020 13:54

OMG Stig - you say that on every board you ramp!! lol :)

[the stigologist] 22/6/2020 13:39

Chart suggests a breakout in a week or two

[golden prospect] 22/6/2020 10:45

Supportive shareholders, sector on radar, CEO well positioned (deputy chair UK vaccine taskforce), big gap on chart; may be a stellar 2020