C4x Discovery Share Discussion Threads

[bloomberg2] 24/1/2022 16:15

https://twitter.com/rckhlld/status/1485646362842644480?s=21

[alloa2003] 24/1/2022 14:38

In freefall at the minute - time for the brave to buy,

[alloa2003] 21/1/2022 08:24

Under a bit of pressure today - looks like a badly handled sale order over the last few days to me.

[alloa2003] 04/1/2022 19:26

This one is slipping under a lot of radars - potential long term cash cow if one or more of the current (not to mention future) molecule treatments come off. Aside from the HUGE stage payments if/when they get to market, long term royalties seem to have been overlooked by many.

[alloa2003] 21/12/2021 22:59

Check this interview from 5 minutes in:-



Interested to hear feedback.

[alloa2003] 21/12/2021 22:57

He seems ultra-positive to me!

[bamboozler] 21/12/2021 10:38

Where did you read that comment alloa.....Imissed that but it is certainly interesting.

[alloa2003] 21/12/2021 07:55

They dont hang around:-

21 December 2021 - C4X Discovery Holdings plc (AIM: C4XD), a pioneering Drug Discovery company, today announces the appointment of Dr Catherine Jane Tralau-Stewart, PhD, FRSC, as Chief Scientific Officer ("CSO"), as of 4 January 2022.

This lady seems to have the perfect track record to assist in developing C4XD. All of the pieces of the jigsaw are falling into place. If you read Clive Dix comments, he mentions they are looking at DNA related treatments now because they will soon have the current portfolio of molecules commercialised. Interesting stuff!

Remember, royalty payments are on top of milestone payments and would turn this into a cash cow if just 1 or 2 molecules make it to market - let alone more!

[alloa2003] 18/12/2021 10:37

Things are happening out there - despite 99% of transactions being sales since the results, the shares have held steady, indeed ticked up a little bit. Listen to the market, the market knows.

[bloomberg2] 17/12/2021 17:04

C4xD still glowing on a sh§@e day !!! Expecting bigGIE news soon

[alloa2003] 14/12/2021 16:18

Yes, I thought that as well. I think the fund raising stops them from being shafted by the pharmas if they knew they were desperate for funds, which they arent now.

[t0pgrader] 14/12/2021 15:40

He sounded much more positive than 12 months ago

[alloa2003] 14/12/2021 14:55

One other thing to remember - something I keep forgetting. The huge numbers mentioned with some of these deals are ONLY the milestone payments, there are also royalty payments going forward on top (obv they need to be successful). Some of these could be potential £1b+ a year markets.

3% royalties on a billion = £30m a year

6% royalties on a billion = £60m a year

While this is all pie in the sky just now, if the combined market for successful drugs was say £3b a year, even on royalties of 3% that is £90m a year, and that doesnt take into account new molecules, etc in the future.

Did anyone pick up on the fact they are now using their system for gene led treatments? Clive indicated in an interview that when they licence the existing molecule portfolio they need somewhere else to focus. He then suggested along with the ones we know about, with deals and no deals, I think he mentioned another 3 coming through.

He sounded very very positive in my opinion. DYOR

[alloa2003] 14/12/2021 14:45

The way I have understood this is that, although I could be wrong, the NRF2 deal was expected to be the biggest yet.

[t0pgrader] 14/12/2021 11:07

CD couldn't have been clearer: "in advanced talks" with partners so standby in "the near future" '22 for a deal announcement on NRF2 worth several hundred million $ to the company potentially taking the aggregate value of the three deals to well over $1b.

[bamboozler] 13/12/2021 18:24

Thanks t0pgrader

[t0pgrader] 13/12/2021 17:19

Link to results presentation

[bamboozler] 13/12/2021 14:24

Did anyone catch the results presentation? Was there any important additional info?

[bamboozler] 13/12/2021 14:23

A confident sounding interview with Clive https://www.proactiveinvestors.co.uk/companies/news/969016/c4x-discovery-holdings-highlight-their-good-position-for-advancement-and-expansion-in-current-year-969016.html

[alloa2003] 13/12/2021 08:44

Wonder if we will get some interesting detail on new developments announced with the figures:-

Dr Clive Dix, Chief Executive Officer, and members of the management team will host a webcast for analysts at 10am GMT today

[alloa2003] 13/12/2021 07:45

Good solid results and plenty of little nuggets in there to keep investors interested but not the biggy I was personally expecting. Interesting to see they have made plans to conserve cash in the event that trials are extended, etc and they wont need to raise any more funds. I think C4XD is on the verge of becoming self-funding which is a massive step forward and should remove the previously constant threat of a fund raising.

Interesting to see this element of the announcement about the previous fund raising:-

Successful £15.0 million fundraise (before expenses) with a total of 107,142,858 Placing Shares and 99,169,286 Warrants issued to new and existing shareholders

I believe the warrant strike price is 29p so if ever they needed additional funding these warrants could be exercised by, I would guess, mostly institutional shareholders - circa £30m. Dilutive but a useful drop back to have if they ever needed cash for any reason.

All in all, steady as she goes I think and we await further developments within some of the very interesting historic and new areas mentioned.

[alloa2003] 09/12/2021 07:06

Results date announced:-

Monday 13 December 2021

[alloa2003] 08/12/2021 19:52

I contacted the company and there was never an announcement to suggest the figures were today, they dont know where that rumour came from. However, they will be in December, any time now.