Share Name Share Symbol Market Type Share ISIN Share Description
Evgen Pharma LSE:EVG London Ordinary Share GB00BSVYN304 ORD 0.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 17.75p 17.50p 18.00p 17.75p 17.75p 17.75p 26,082 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.0 -3.0 -3.3 - 16.57

Evgen Pharma Share Discussion Threads

Showing 1101 to 1125 of 1125 messages
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DateSubjectAuthorDiscuss
26/9/2018
09:04
It's great to have some rational discussion on a thread for a change! It is a shame that people like francisgalton turn up to deliberately try to trash it. There is clear value here both short and medium term.
nobbygnome
26/9/2018
08:40
Thanks nobby, timbo and pdt for the helpful information. So in summary, the core sulforaphane patents expire in 2028, however: - they have manufacturing and isolation / stabilisation patents to 2033 - they have data exclusivity (another company would have to replicate their preclinical and trial data and not rely on it) which is a significant hurdle to entry, for 10 years once approved, in Europe, and 7 years in orphan only conditions in the US. - there are analogues with patents to 2033 which appear to be better for oncology but which are not expected to be better for subarachnoid haemorrhage and other neurological indications. So not ideal, but there does on the face of it appear to be enough protection to ensure Evgen can generate value.
sicilian_kan
24/9/2018
11:48
In addition to those patents there are Analogues granted running from 2013. Some of these have been tested and shown to have better properties in respect of cancer treatment than SFX-01.
pdt
24/9/2018
08:09
See SFX-01 IP-schedule below. Patents generally expire 20 years after filing, but there are several forms of patent extension and marketing exclusivity extension which normally apply. For example, in the EU there is a 10 years exclusivity period (no cross referral to innovator’s regulatory data), plus one extra year if there is a new indication added since the original licence approval: https://www.taylorwessing.com/synapse/regulatory_dataexclusivity.html In the US drugs with orphan indications are granted 7 year exclusivity (i.e. SFX-01 for SAH) https://www.fda.gov/downloads/drugs/developmentapprovalprocess/smallbusinessassistance/ucm447307.pdf From: http://evgen.com/wp-content/uploads/2018/06/EVG-Full-Year-Results-Analyst-Presentation-FINAL.pdf
timbo003
24/9/2018
07:26
S_K Your first point is 100% correct, although the drug can be used in more populations than just the hormone resistant patients. However, the hormone resistant patients will be the focus in the short term. Now patents are most definitely not my expert area and I strongly suspect you know more about the technicalities than me! However, there are ways which the exclusivity can be extended for novel drugs. Hopefully timbo the detail man will have a view on this. If not, then that is a very good question for Stephen Franklin. Nobby
nobbygnome
23/9/2018
23:27
Hi Nobby, A couple of points reading the interesting posts here and thanks first for making me aware of this company. First, FG appears to be miles off the mark. Am I right in thinking the following? Whilst there are interesting treatments for HER2 positive MBC patients, such as Herceptin and Kadcyla, there really is very little for HER2 negative patients, which are the ones I understand Evgen to be targeting. At present treatment for HER2 negative patients appears to include ovarian suppression via surgery or oestrogen blockers (Aromatase Inhibitors), plus via protein blockers (CDK4/6 inhibitors). SFX-01 is targeting patients with hormone therapy resistance, i.e. those whose disease is progressing and is not stabilised, for whom there are few alternative treatments. Getting a 30% significant response rate, with 20% over 6 months, in preliminary data, hopefully to be improved as the patient numbers are tripled, appears to be a significant advance over existing treatments, for patients with few alternatives. I am a novice here are would be grateful to check my understanding. Second, I would like to check the patent position. Am I right in thinking that the core patents expire in Jan 2028 - see RNS earlier this year. I.e. there is just 9 years patent life left? There will likely need to be 2 further trials for MBC including Phase 3, say 4 years of trials and 1 year to get to market, leaving just 4 years of sales, which in Pharma world is nothing? Other indications are further behind. However promising the product, is there really enough patent life here to enable stabilised sulforaphane to benefit Evgen in a major way, in multiple indications? As stated, am a novice here, and would appreciate views. Am trying to identify issues before taking a decent position and hopefully people here can try to address them. The second point above is really all that is holding me back at present and hope someone here can assuage me.
sicilian_kan
23/9/2018
18:15
Sir Alex Ferguson now seems to be back in fighting form after his SAH scare back in May this year (see link below) He is definitely one of the lucky ones       Link to Investor day slide deck: The SAS trial in haemorrhagic stroke 
timbo003
22/9/2018
19:16
>> Blakeysangel I have sent you a private message via the ADVFN messaging system. You can access it from the top left of the front page. Nobby
nobbygnome
22/9/2018
18:57
Timbo003 I shall update on how things are going,I'm always try to be positive 😀😀
blakeysangel
22/9/2018
18:51
So the question is how on earth is this company only valued at £18 million with all the potential indications. Vadim highlighted the undervaluation compared to its peers and for me it is absolutely stark. Remember failure in one indication does not preclude success in one of the many others!
nobbygnome
22/9/2018
18:04
They can also do it out of teaching hospitals interest
dave444
22/9/2018
15:43
Thx all, appreciate it
peterm10
22/9/2018
15:30
Timbo - that's interesting to know, thanks. One of EVG's strengths is that they have a platform offering with SFX-01. Hopefully, they remain independent long enough to develop some of these other indications. Investigator led clinical studies in Stroke, Autism, NASH etc will not be too expensive if they are supplying product (SFX-01) yet still benefit from the commercial upside. Exciting times.
pdt
22/9/2018
12:39
>>>>>peterm A prophylaxis claim would probably require a very large trial(s) which would need to be conducted over a very long time period and it would probably be the sort of study which would be conducted after the product had been established for treating patients with the disease (possibly after patent expiry). These sorts of prevention studies are often funded by public health bodies such as NIH https://www.nih.gov/about-nih
timbo003
22/9/2018
12:15
>>>>>PDT, there was a comment (from either Sally or Stephen) during the meeting that Evgen are now receiving inbound requests from resarchers for supplies of SFX-01 on a more or less weekly basis. >>>>>Blakeysangel, good luck with your battle and most importantly, remain positive.
timbo003
22/9/2018
12:03
I still think the biggest benefit and market could be as an over the counter preventative. I have no idea how a drug gets to that position but be very happy to be educated :)
peterm10
22/9/2018
09:20
New research published on Sulforaphane and Ovarian Cancer in the International Journal of Molecular Medicine From the Abstract; It was found that sulforaphane effectively suppressed the progression of human ovarian cancer cell proliferation, migration and cell cycle, and promoted apoptosis. Sulforaphane inhibited multiple cancer‑associated signaling pathways ...Sulforaphane synergized with cisplatin to suppress the cancer cell proliferation and enhance ovarian cancer cell apoptosis. Xenograft experiments in vivo confirmed that sulforaphane effectively suppressed tumor growth by inhibiting ovarian cancer cell proliferation through targeting tumor‑related signals. The results indicated that sulforaphane may be repurposed as an effective anti‑ovarian cancer agent, with further preclinical or clinical investigations required. hXXps://www.spandidos-publications.com/10.3892/ijmm.2018.3860 The full article is available to freely download. I would have thought that over time EVG will be increasingly approached to supply SFX-01 for use in clinical trials in various cancers.
pdt
21/9/2018
21:25
I'm not scientific just believe you have to try these new drugs otherwise treatment for others will never improve I appreciate any information.lifes a roller coaster at the moment.
blakeysangel
21/9/2018
21:17
PS I have no idea whether you have a scientific background. But if not, I can tell you there is a sound scientific basis to the drug (despite what francisgalton says about cost not justifying its use!) which backs up the mode of action. I hope that can help you in fighting the disease.
nobbygnome
21/9/2018
21:14
Nobbygnome, It's all good for me so far😀
blakeysangel
21/9/2018
20:43
Great to hear your experiences. I don't know how much you are allowed to say about your experience with the drug but it would be good to hear how the treatment is going for you. All good luck. I think half the battle about fighting any disease is in the mind and clearly you are doing that! I have worked in the Pharma industry for 28 years and I would never give up on anyone. That is what drove me every day!
nobbygnome
21/9/2018
20:37
Hi nobbygnome I did join yesterday but have been viewing the shares and bought some since I started the treatment . I have had no other treatment yet for my stage 4 cancer but I was on tamoxifen for my stage 2 cancer which was diagnosed in 2015. This had stopped working so I started the trial, I'm now on week 16 with no progression... Crossed fingers. I'm enjoying the posts except when people persume I'm about to pop my clogs or not worth treating( not you) but I saw a post from someone else insinuating this, Im a fighter and I plan to go on for a long time :)
blakeysangel
21/9/2018
16:51
>> blakeysangel I see you only joined ADVFN yesterday......but will take your post at face value. I was only reporting what I was told in presentations and I think you will acknowledge it is a late stage treatment which is only used after other drugs have failed. I wish you all the best for the future and hope your treatment goes well. Nobby
nobbygnome
21/9/2018
15:16
Also from the presentation it repeats earlier news that none of the analogues were as potent as SFX-01 re NRF2 activation. So they are using the best version for the SAH trial. I note some people are unimpressed with the STEM trial results to date. However the expert in the field Dr Sacha Howell from The Christie seems positive about the potential. It has now been tested in the "salvage" setting with some success which will presumably improve when tested at an earlier stage and with the most appropriate hormone treatment in combination. There may even be a more potent analogue to use. Disease was stabilised for 30% of patients (6 out of 20) up to at least week 18. One patient has had her disease stabilised for 18 months. Given how safe it is I would have thought people would choose it and doctors would recommend it before another course of chemo which does have side effects. Evgen have been quite open that they need to partner going forward. I am aware of at least one big pharma going down the route of eliminating cancer stem cells as a way forward. It is therefore probably of interest to someone if the final results are similar to the interim read. This is only a sub £20m company so it will not take much to set this alight even with a small deal or indication of a small improvement for people suffering SAH.
pdt
21/9/2018
11:11
A couple more insights from Tuesday (provided mainly post meeting by Prof ADK). Sulforaphane is the most potent natural NRF2 activator found to date, other natural NRF2 activators include other sulforaphane analogues such as 6-MITC, which is largely responsible for the fiery sensation experienced when eating wasabi https://en.wikipedia.org/wiki/Wasabi The other main type of naturally occurring NRF2 activators are plant terpenes (such as geraniol), these tend to have weaker activity than sulforaphane and its analogues, although addition of electrophilic groups to the terpene scaffold can increase activity. Brassicas probably evolved to produce sulforaphane as a defence mechanism against attack by insect lava. The Large white (Pieris brassicae) is one of only a few species which have evolved to overcome these defences and they are thought to achieve this by having an enzyme inhibitor in their gut that prevents the breakdown of Glucoraphanin by the enzyme myrosinase (from Prof ADK's slides: http://evgen.com/wp-content/uploads/2018/09/EVG-Investor-Symposium-Sep18-Albena-Dinkova-Kostova-Final.pdf )
timbo003
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