C4x Discovery Share Discussion Threads

[noirua] 19/12/2022 19:15

Annual report and accounts 2022
C4X Discovery Holdings plc Annual report and accounts 2022

Harnessing the Power of Drug Discovery

C4XD signs exclusive global licence worth up to $402 million with AstraZeneca for the development and commercialisation of NRF2 Activator programme
Contact
November 28, 2022 Press Releases

[noirua] 19/12/2022 12:22

C4X Discovery Holdings' says strong progress across the portfolio as commercial discussions continue
13 December 2021

[alloa2003] 05/12/2022 07:05

There appears to be a seller in the market at the moment - a hangover from the AZ deal which seemed to go down well but then the price retraced.

I am surprised more people are not following this stock as similar stocks in the US are trading on multiples of the C4XD market cap. Will be interesting to see what the full year results show as on the whole it has been a decent year for the company. Hopefully we will get some news on the pipeline.

[alloa2003] 02/12/2022 18:13

While a lot of the potential income is heavily loaded towards the backend, there is still some potentially huge income to come well before these compounds even get to market. I am not sure of your 6 year estimate - where did you get this from? I have not seen it referenced by the company at any stage. However, I may have missed it.

[davemac3] 02/12/2022 16:26

Probably at least 6 years though before anything gets to market

[alloa2003] 02/12/2022 13:41

I have been in and out of this over the years and always kept a close eye on the company. You are correct, they are getting bundled in with the speculative pharma rubbish. The AZ deal has been in negotiations for ages and people are misisng the point, the $16m payment pre-clinical trials (with $2m up front) is AZ paying C4XD to do the work themselves, madness the market has missed this. This is C4XD's biggest pre-clinical trial payment to date.

As far as funding, they had cash, then the £5m placing and now the $2m payment with more to follow. I think I read they have enought cash for at least 2 years.

As soon as one drug goes to market this will become a cash cow. Many people are also missing the point with the payments. As well as stage payment due when a compound gets to market, C4XD will get royalties forever which is where the big bucks come in. So overlooked it is unreal. Just my view, DYOR

[fewmonster] 01/12/2022 16:07

you are missing nothing , problem is 3 major shareholders all fully loaded ! need the shop to do a road show get a few new shareholders on board and this will be 30/35p next april may ! one more deal then people will look at this as a contender for a take out !!

[candlestick1] 01/12/2022 13:22

Assume the 920k (gbp200k) purchase just now was a typo.Otherwise we should have moved up a lot more than we did!

[ivor hunch] 30/11/2022 18:27

I am a firm believer in the potential of this company. Marketcap is £57 million but there is over $1 billion deals in the pipeline, and more to come. The only reason c4xd is not flying is the market's horror of any speculative share. This week c4xd announced a mega deal with AstraZeneca. A few years ago, pre-Covid, the news would have sent the shares soaring. Instead they rose 35% in the morning then continued to fall to below this summer's issue price of 25p. It's madness really, especially if the 3 deals proceed as planned - Indivior, Sanofi and AstraZeneca - all major players.
Someone tell me what I'm missing please...

[t0pgrader] 29/11/2022 23:40

1-2 years ago CD was promoting the notion of a near imminent licensing deal for the treatment of psoriasis. Does anyone know whether that was wrapped-up in the AZ deal or is it still pending?

[alloa2003] 29/11/2022 08:00

Been in and out of this one over the years and looking to get back in with a large chunk if other investments come through. The share price move is madness - this is still a big deal and there is at least one huge one still to come in the short term. The up front payment is substantial and lets not forget institutions approached the company about the recent fund raising at 25p. When one or more treatments hits the market, this will release huge milestone payments and - as some people seem to forget - a royalty forever.

[bloomberg2] 29/11/2022 05:56

https://twitter.com/rckhlld/status/1597316822466170881?s=61&t=D13t_T0tuGfHeOfI0aWWdg

[davemac3] 28/11/2022 12:46

need some milestone payments from these deals now as it doesn't look like any new deals short term

[livewireplus] 28/11/2022 12:46

Perhaps he has taken a loan from MCL to buy any shares in the first place :-)

[babbler] 28/11/2022 11:10

Lmao... I think that won't work anymore considering you say that daily on any top riser...

[blackhorse23] 28/11/2022 10:57

Took my profit out & invested in MCL (LSE)

[amaretto1] 28/11/2022 09:29

SCLP .... AGL ..... Destiny pharma !

[amaretto1] 28/11/2022 09:15

It's 100 percent SCLP !!! Believe me.

[zeus19] 28/11/2022 08:52

Most likely REDX Pharma

[elliotset] 28/11/2022 08:29

This is a major deal , could see this rocket. ??

[amaretto1] 28/11/2022 08:16

No ... it's SCLP !!

[bloomberg2] 28/11/2022 08:13

https://youtu.be/wanJQC5KAfo

[t0pgrader] 28/11/2022 07:38

Company A in the fund's list of three is presumably C4XDhttps://clsc-docs.s3-eu-west-2.amazonaws.com/PEF-CLSC-Prospectus-Final.pdf