C4x Discovery Share Discussion Threads

[davemac3] 24/7/2020 21:47

the grant is for Phase 1 and enabling studies for Phase 2, not for the phase 2 trial. Why would the NIH give money for Phase 2 when they don't know if it will be any good in Phase 1?

[davemac3] 24/7/2020 21:30

ramptastic on here today

[padmania] 24/7/2020 21:25

Most likely will be a buy out and hopefully soon

[davemac3] 24/7/2020 21:18

why buy C4X now? they don't know the orexin compound will work. Not much value in C4X for Indivior until Phase 2.

PS an odd share price response to the INDV news.

[zen12] 24/7/2020 20:41

Yep...INDV $3 Billion litigation lawsuit ongoing for over 2 years leaving a black cloud over the company. Now Court order only pay $600m but over a significant 7 years period in instalments. This releases hugh amounts of cash for INDV and it would make complete sense for them now to buy out C4XD than pay $294m + royalties for licensing agreement....actually it's a no brainer!

[zen12] 24/7/2020 19:45

IN THE KNOW: Indivior's "Major Overhang" Lifted - JefferiesSource: Alliance Newsies on Friday painted an optimistic picture for Indivior after the pharmaceutical firm resolved a criminal dispute in the US. Jefferies rates...

[the stigologist] 24/7/2020 19:39

Incredible chart this

Finally after 2 years C4XD have broken above the 200 day Moving Average and broken a long medium term downtrend

There's a gap from c.20p to 40p that needs filling

This could and should go vertical in coming weeks

It has totally missed UK biotech boom because the market was so worried that their one licensee Indivior would be 1) made bankrupt and/or 2) not be allowed to sell through US Government programmes

Both those threats taken off the table

INDV could easily make the decision that it makes sense for them to buy C4XD for £40m or £60m or £80m and thus save themselves $294m in licence milestones and royalties

Meanwhile C4XD like EVG have a NRF2 compound which is highly promising along with an IL17 one. Both could be licenced by bigger biotechs/pharmas to be taken into clinic

[amaretto1] 24/7/2020 16:44

Long way to go yet .....

[the stigologist] 24/7/2020 16:36

Friday is a good time to 'bury' bad news for INDV

But perfect for those who hadn't logged off

Now I suspect INDV will hit market with barrage of good news over coming weeks

They didn't even RNS that C4X product had gone into Phase 1 Clinical Trial on July 7th !

Time also for C4XD to up their game now they know their one major licencee isn't going bust

This is double whammy good news for C4XD

We should go up FAR MORE than INDV because we are double/triple geared to their success and trading at 90% discount to $294m licence value (so flip that we could have 10x upside)

[babbler] 24/7/2020 16:30

Nice finish. Above ask paid. Roll on Monday.

[zen12] 24/7/2020 16:24

Bid coming from indv..what do we think?

[the stigologist] 24/7/2020 16:10

Brakes will come off next week

Still a chance to get some of this at this ridiculous level

[the stigologist] 24/7/2020 16:03

Why not ?

No brainer

$294m vs £15m !

[golden prospect] 24/7/2020 15:42

Great news indeed - wonder if INDV will end up buying out C4XD

[the stigologist] 24/7/2020 15:40

INDV settlement !!!

Great news for C4XD

[the stigologist] 22/7/2020 23:09

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Been two weeks since they started recruiting

[the stigologist] 22/7/2020 22:52

The IL17 is the one they apparently get badgered about. So would be good to see something from that.

NRF2 is a massive area of interest now. Since I started looking at EVG more closely I've come across $RETA a $5bn US biotech play on NRF2

The valuation disparity is ridiculous IF (big IF) we can get that into the hands of a partner

Chart is shaping up so nicely it won't take much for a big bounce

We're way off the radar of the herd. Decent II backing. Serious gap up potential

[golden prospect] 22/7/2020 22:31

Inflection points as per June interview:
Clinical trial for the Orexin-1 programme with Indivior
A partner for the NRF-2 activator programme with the company seeing commercial interest
Partners for other projects under development

[the stigologist] 22/7/2020 16:01

Yes the DDDD angle is interesting. Having DDDD CSO on the Board here is a plus.