C4x Discovery Share Discussion Threads

[alloa2003] 12/4/2021 12:25

Just watched video - interesting update

[astorcourt] 12/4/2021 12:23

welcome sir.

[alloa2003] 12/4/2021 12:17

Cheers Astorcourt

[astorcourt] 12/4/2021 12:16

Clive has a video out today on the proactive investors site

[alloa2003] 12/4/2021 12:12

Over the next few days C4XD should get some decent press coverage - management interviews seem popular with Clive - and I would hope to see an updated broker research note.

The share price rise must have been held back today, to a certain extent, by stale bulls, stuck in since the 50s and 60s, now able to get a huge chunk of their investment back.

[alloa2003] 12/4/2021 11:56

Bamboozler, I have criticised the board on numerous occassions but credit where it is due.

I have been in since 50p, all the way down to 7p and back, so it has been a rocky ride!

[alloa2003] 12/4/2021 11:55

Just a quick thought, if I was in control of C4XD and we had two deals near signing, being signed. I would look to announce the smaller one first, show the market who we are and grab some attention. Then announce the big one later.....

If you announce the big one first, the second smaller one gets ignored. Prep the market with the smaller one and then hit the market with the huge one, maximum benefit, maximum exposure.

[bamboozler] 12/4/2021 11:50

Well said Alloa.....this should be an extremely happy board today especially for those who held their nerve or added after the 15p fund raise debacle. Not without risk but masses to go for here!

[alloa2003] 12/4/2021 11:46

Not sure what the attitude is all about?

Firstly I presume we have all realised that todays deal was announced in Euros so when converted into dollars, like the Indivior deal, is a potential $571m. So it is approaching double the potential income of the first, huge, deal.

The facts are the management of C4XD were tarnished when the first fund raising went wrong. They failed to agree a concrete price which then halved overnight and the troubles began. The fact the company is listed on AIM didnt help - not the best reputation.

However, credit where it is due, the management have brought in influential private and institutional investors. Appears to me, assuming just one deal comes off, it is fully funded for a long long time. The shares have more than doubled recently, so news was probably leaking about short to medium term prospects. Like it or not, institutional (and large PIs) investors would not have poured millions into this company, even at rock bottom prices, if they didnt know more than we did.

As of today we have two deals signed which could bring in a maximum of $865m in years to come. There is another partnership deal which seemed to be further down the road which has not yet been announced/agreed. There are also other molecules in the pipeline and no doubt more will emerge in the future.

There have been upfront payments alread but its interesting that:-

- The Indiviour deal is in the middle of clinical trials (so far so good)
- Todays deal involves a VERY VERY early stage payment which suggests there was competition to get involved in this one

So, egos aside, the management are:-

- rebuilding their reputation
- deals are finally being signed
- potentially a lot more and maybe bigger ones in the pipeline

Upfront payments, including todays are circa $20m, so thats leaves potential income streams going forward which could bring in another $845m. The company is capped at circa $124m which leaves potential for huge upside if only one of these products comes to market. Then we have the others in the deal pipeline, one nearing partner stage, and others in the future (both being worked on and not yet discovered).

So all in all, while we need one treatment to be appoved for the final rubber stamping of the company, there is potentially HUGE upside. Not without risks, DYOR

[astorcourt] 12/4/2021 11:20

It is sad the stilologist had to sell out at 20p after pumping this one for so long.

[jev1] 12/4/2021 10:05

I'll keep this brief because debating with someone so insecure is never fruitful.

There are a number of stocks that I invest in that I rarely post on and conversely, there are some stocks that I post on that I have no financial interest in at all.

I challenged your assumption today that the news was fully priced in based on a price reaction of a whole sixty minutes, no less.

You didn't like that, so your intelligence left the room just as your ego arrived, and subsequently you reacted with an infantile assumption and conclusion, and you're still doing it now.

I think I'll leave it there.

[davemac3] 12/4/2021 09:53

jev1, as you only appear to have started posting here today, you would have missed the speculation about a deal back in December

[davemac3] 12/4/2021 09:29

you started it :-)

[jev1] 12/4/2021 09:26

.... and my Dads bigger than your Dad ....

Grow up.

[davemac3] 12/4/2021 09:23

jev1, I have probably been invested here longer than you..

[bamboozler] 12/4/2021 09:19

I agree that this share price isn't driven by pi traders and hot money. Have a look at the share register..... it doesn't look anything like a normal aim ownership structure and has seriously solid institutional support. It'll move driven by what they achieve in the clinic and with future partnerships and transactions rather than day trading momentum...... I'm fine with that.

[jev1] 12/4/2021 09:17

Not all investors work off your impatience on a day trade or a one hour trade.

It often tales time for news to be digested and reported in the wider media.

[davemac3] 12/4/2021 09:12

It may have been a 3-4 month window for the large investors. Why did the price double on no news?

[jev1] 12/4/2021 09:09

You can 'wonder' all you like, but making assumptions based on a 60 minute trading window so far since the news, is laughable.

[davemac3] 12/4/2021 09:03

you wonder with the recent rises with no news whether this was known by some and is largely priced in.

[letmepass] 12/4/2021 08:57

Without any volume this isn't going anywhere..

[bamboozler] 12/4/2021 08:33

It's certainly interesting to see that IL17 has leapfrogged NRF2 in the portfolio and so hopefully we still have another late stage prospect in partnership discussions. It's a very significant up front payment again and the 11m euros of preclinical milestones should mean cash keeps coming in the door. Massively significant for a company who's market cap is still under 60m. We are still so far under the radar....look how quiet this bb is despite this further huge step forward. Well done Clive.... not only chairing the vaccine task force and helping return the country to normal but also bringing home the bacon here.

[grity] 12/4/2021 08:22

It's just a matter of time this is a huge deal.

[grity] 12/4/2021 08:22

It's just a matter of time this is a huge deal.

[alloa2003] 12/4/2021 08:21

True, early days but still shows the potential for the drug discovery system. Also, the fact a pharma have come in at such an early stage suggests they were keen to get involved as early as possible. Competition with other pharmas?