Destiny Pharma Share Discussion Threads

[gbjbaanb] 11/11/2021 02:51

Leaky I should think, nudge nudge to someone's mates. Nothing rises so much on no news

[mikeh30] 10/11/2021 19:45

Absolutely not a sniff of noise and decent volume increases with decent sized buys. Accumulation or leaky

[ttlance] 10/11/2021 16:14

Volume today has picked up significantly, are we soon going to be hearing of some much needed news?

[sev22] 10/11/2021 15:06

Destiny Pharma are mentioned in this news story:



'Another recent development from the UK and China is Destiny Pharma: XF-73, a drug with antibacterial properties that combats biofilms. Packer said success of this enabled them to leverage it for more funding for bigger projects in the future.'

[edmonda] 08/11/2021 07:31

M3 appears to be in the right place, at the right time and Equity Development still expect a licensing transaction for at least one of the Phase 3-ready products @DestinyPharma : their fair value remains at 335p / share.
Read new note:

[kenwrong] 18/10/2021 15:06

This is without a doubt the best Destinny Pharma interview yet

hxxps://youtu.be/nSDW7e_QIKg

[sev22] 18/10/2021 07:57

Morning note from House Broker:

Large study illustrates value of XF-73 decolonisation strategy Read across from real-world Swap Out Trial in which topical antibiotic (mupirocin) is shown to be superior to nasal antiseptic (iodophor), provides compelling evidence for use of Destiny’s XF-73 nasal gel. This large, multi-year study clearly supports the value of nasal treatment to remove S. aureus and shows the significant interest from US Government agencies in improving the efficacy of nasal decolonisation and thereby reducing post-surgical S. aureus infections. We consider XF-73 to provide a major step change and improvement in S. aureus decolonisation compared with mupirocin, given its target profile and Phase IIb clinical data already released. We leave forecasts unchanged and reiterate our 370p target price – awaiting the outcome of discussions with regulatory agencies in Europe and the US over Phase 3 clinical trial design.

[sev22] 11/10/2021 19:11

https://twitter.com/destinypharma/status/1447492850405490690?s=21

[ttlance] 07/10/2021 14:36

hxxps://ukinvestormagazine.co.uk/tip-update-long-term-prospects-still-huge-for-destiny-pharma/

[sev22] 28/9/2021 19:10

Destiny Pharma hails 'win win deal' as China partner begins programme with their skin product.

[sev22] 27/9/2021 15:47

Someone just bought over 40,000 shares @ 120.50p. That maybe the last chance to buy under 120.00p.

[sev22] 27/9/2021 08:06

Latest note from House Broker finnCap Group:

China progress – CMS establishes new dermal programme Destiny Pharma’s announcement that its Hong Kong-listed Chinese partner (China Medical Systems (CMS: 0867.HK - $4.5bn market cap) is to establish a clinical programme with XF-73 in China for the prevention and treatment of superficial skin infections caused by bacteria, provides further validation of the XF-73 platform in dermatology indications. Destiny has retained cross-reference rights to the data generated from this programme, which will be (i) invaluable to its proprietary early dermal programmes for the prevention and treatment of bacteria in burns and wounds (eg. diabietic foot ulcers) and (ii) allow Destiny to potentially initiate a similar skin infection clinical programme focused on markets outside the CMS commercial agreement, thereby generating incremental value. We leave forecasts unchanged and reiterate our 370p target price.

[edmonda] 27/9/2021 07:50

The new clinical programme planned to start in China led by partner CMS looks exciting and targets 'very large' markets. Equity Development retains its 335p/share Fair Value.
You can read their new research note here:

[sicilian_kan] 17/9/2021 08:20

Good to see you here Nobby. I've been a holder here for a few months and see this as greatly undervalued. The prospect of getting a partnership for the lead asset to go through Phase 3 is strong given the data to date and there should be a major re-rating once it is finalised. My hunch is Nov / Dec for the partnership announcement but could come any time. Just a matter of sitting and waiting.

[timbo003] 17/9/2021 08:12

Agreed Nobby 🙂

A very informative presentation from Destiny last night.

The Q&As were interesting


I particularly liked Neil's response to the Questions on how they will position NTCD-M3 against the Seres product and on whether NTCD-M3 could be used for prophylaxis of C.diff in vunerable individuals (prophylaxis of C.diff would be a much larger market than treatment of C Diff infection)

[nobbygnome] 17/9/2021 07:53

Good presentation last night and Destiny is a company I am interested in. I have dabbled in the past but currently don't hold any. The only concern is a worry about a big fund raising for the phase III but you have to hope they can get partners to fund them. However, there is no certainty about that so for now the company is on my watch list.....