Destiny Pharma Share Discussion Threads

[edmonda] 06/1/2021 08:46

Full patient recruitment for Phase 2b study kicks off what should be an exciting year

Updated research from Dr Andy Smith just published by Equity Dev, with fair value still seen at 262p / share

Read full note here and see recent CEO interview on prospects:

[supracat] 05/1/2021 16:54

Hi Mike. Try this link. https://www.research-tree.com/Dashboard/DownloadResearchNote/8_25109

[mikeh30] 05/1/2021 14:13

You got a link for the 380p tp

[goblin99] 05/1/2021 13:37

Have high hopes for this

[supracat] 05/1/2021 09:07

FC now saying 380p tp on basis of positive 2b results for Xf73 alone in q1 2021. Some way to go from current levels and some more large investors and investment firms to get this on the radar...

[bspgamer] 05/1/2021 08:23

This will be 1 pound in a blink of a eye

[tewkesbury] 05/1/2021 08:17

Another good day.

[danielgriffiths1790] 23/12/2020 17:17

Thanks, I'll give it a try.

[edmonda] 22/12/2020 08:42

Has been a v good year for Destiny Pharma and ending on positive note as says 'making good progress' for a Phase 3 clinical study in '22 on M3 (to prevent C. difficile infection) / signs contract for trial doses supply.

You can watch recent CEO talk / read all ED research here:

[malcolmmm] 17/12/2020 18:30

For instant online execution Hargreaves Lansdowne or phone as sometimes these can be illiquid.
Spreadex , if you want to spread bet them

[danielgriffiths1790] 17/12/2020 16:50

Quick question, what platform are you using to buy dest? Trading 212 took 24 hours to fill my order. Want to switch to something faster. Thanks in advance.

[supracat] 16/12/2020 09:39

Must be due a news announcement pretty soon to confirm if the sample for xf73 Phase 2b trials has now been fulfilled. Would imagine share price will keep ticking up ahead of this and undoubtedly increase rapidly if a positive announcement on trial completion comes out ahead of Year end. Then the waiting game for the results which I have an inkling might be announced later in Feb 21 assuming the trial completed by 2020 year end. Onwards and upwards I think.

[marketgem] 15/12/2020 09:26

Nice to see some interest is picking up, looks extremely cheap for a a comparably with 2 phase 3 drugs

[malcolmmm] 15/12/2020 09:20

I did mention this on the ORPH board thought some maybe interested

[edmonda] 11/12/2020 11:46

Been a transformational recent months and CEO Neil Clark runs through it all in this 19 mins video interview, and looks forward to exciting prospects.


Watch it here:

[wh1spa] 08/12/2020 01:13

hi again, yes thanks supracat v well all things considered hope the same for you and all on here.
Thanks Neo for your your posts. I was initially drawn to Dest due to the XF-73 platform and its good to know that their patents allow for change in composition - to some extent.
Re Covid - I viewed this as nice bolt on and firmly believe that harnessing the unique traits of bacteria will become more and more relevant as we better understand the symbiotic relationship between beneficial strains and human health. After-all we are just sacks of bacteria and viruses - evolved to help them spread as efficiently as possible!
I do think that Coronaviruses will become more of an issue going forward and tapping in to and stimulating the innate immune system is certainly worth investigating.
anyway enough twaddle from me - its late and this night owl has hooted his last .... um.....hoot.

[neo2725] 07/12/2020 22:31

Furthermore the new c.difficle asset they have just purchased through the 65p placing is worth 57p in itself according to brokers so there is very little downside at the moment and huge potential upside (262-300p depending on the broker). This asset functions very similar to 4D pharma #dddd drugs and uses “good bacteria” in this case a less harmful version of c.difficle to replace the nasty version in patient guts.

[neo2725] 07/12/2020 22:27

Sporegen is pencilled in for 2022, yes they have a £800,000 grant to fund it but I think by 2022 COVID will be history, it’s the XF-73 platform that’s key. When I say platform, it’s XF-73 that’s in phase 2 trial but if you look at destiny’s patents they have full protection on all varieties of the XF-73 chemical structure AND key it’s mode of action and effect. What I’m saying if if there is any issues with XF-73 they can modify its structure and stay within their own patent and retain activity but with improved properties.

[wh1spa] 07/12/2020 20:19

Does anyone know whether the collaberation with Sporegen will include treatment for seasonal flu etc or is it purely covid?

[wh1spa] 03/12/2020 19:44

So Rudd possibly forked out a further £449,680 to reach 3%+ based on his holding declaration dating back to summer 2018.

[megasonic] 03/12/2020 15:32

Indeed you are correct supracat. Here's an excerpt from Nov 9 RNS:'Each of Neil Clark, Nick Rodgers and Debra Barker are participating in the Fundraise and have agreed to subscribe for 115,385 Subscription Shares in aggregate at the Issue Price. The Directors will not take up any entitlements they have under the Open Offer.'I expect they haven't gotten round to updating the information on the website yet is all.

[neo2725] 03/12/2020 11:23

Some calculations for us all, I have been working out the free float before and after the recent placing, before is easy to work out via the destiny website under the capital structure tab or just type destiny pharma major stakeholders into google and it’s the first link. It was 66.6% of all shares held by major investors so a free float of shares for us PIs of 33.4% of remaining shares.

Now after the recent placing we need to dilute these down by the additional 15.9million new shares which hit the market on Monday giving 59,816,921 shares currently in issue, about a 26% dilution by my maths, factor in the two RNS from Sir Nigel Rudd and Unicorn assets management who have taken a 3% and 5% stake this gives a current free float of about 43% shares in private hands.

This is 25,700,000 shares give or take, I imagine as we approach results in q1 2021 this pool of shares will reduce and we may see increase in share price. I cannot see people who have taken part in the placing selling for sub 65p. With broker targets of £2.60 and £3 on a successful trial this share has much upside and little down IMO but do your own research.

[supracat] 03/12/2020 11:03

I think I recall reading in the particulars that Neil and two other directors invested circa £100k each in the recent fundraising.

[gb904150] 03/12/2020 10:57

To be fair, director's holdings are excellent here. e.g. Bill Love holding 15% gives plenty of confidence.