Evgen Pharma Share Discussion Threads

[lovewinshatelosses] 04/9/2020 14:17

If I was not already in quite a few pharma small caps, all with lofty broker targets and seemingly good and varied pipeline prospects, I would take a closer look, as they seem to have a fairly interesting pipeline and they claim funding is covered until 2021.
They seem to have awarded some generous share options fairly recently, which I am not a fan of, before it is really justified (IMO) - but that is not uncommon in listed companies, especially on AIM it seems.
FWIW, one of the stand out things for me regarding 4D, in addition to its pipeline and II backers roll call, was the amount of money the directors there actually put in from their own pocket during the last few fund raises.
The lack of real skin in the game is probably my number one gripe with some of the small caps that I own, and I will be very interested if/when we get a new CEO here, to see if they put their hand in their own pocket to buy some shares, in addition no doubt to the freebies they will be showered with.
If they do not, it will not mean that I sell up, but equally it would not encourage me to further load up either. Sentiment is everything in pre-commercial stage companies and actions speak louder than words. Nothing speaks louder than cold hard cash!
Far better minds than mine can answer your question though!

[euclid5] 04/9/2020 11:53

Any thoughts on Dest, FinnC BN has TP around 250p

[s_murray] 04/9/2020 11:24

I first bought into 4D in April, seen it go to 90p and down to 36p and now really in the money. My average there has bagged+ and lowest buy has 2 bagged+ and expect more to come, as ever I wish I bought more below 40p and had lots of chances to do so.

I have been watching this a couple of months, and bought in a couple of weeks ago more or less on the spike, topped up again this week.

When its time will come I think we will look back and think why did I not buy more at these levels also.

GLA!!

[fozzie] 04/9/2020 10:57

Yep I concur with all your thoughts here this morning 16p just a few weeks ago and all moving in the right direction, more patience required, I seem to be saying that about a lot of my stocks at the moment. These pharmas are very volatile with big moves possible both ways, position size everything.

[oranolio] 04/9/2020 10:45

Actaully all in 4d pharma...i recommend you have a look.

They also have a CEO!!

[moneymunch] 04/9/2020 10:22

11am tee off...On and UP and straight down the middle...C'mon Evgen pull your finger out!!! Gla holders...all good things....blah blah blah :-)

[bumpa33] 04/9/2020 09:58

Yep, I’m hoping for a step change with the new CEO - whoever and whenever that may be. I didn’t particularly take to Barry Clare and I’m not impressed by the lack of contact/updates with the company. Yes, the PR respond but like most PR they are next to worthless in real terms.

Have a good day too lwhl, been spending the week restoring old cortijo wooden windows and watching paint dry.

Not too dissimilar to here then 🙄

[lovewinshatelosses] 04/9/2020 09:52

Well done too Bumpa! I suspect you will enjoy plenty more opportunities in the run in to the US elections.
Hopefully we will have some kind of news here before then, but this is starting to feel like a return to bottom draw holding, which is not good!
Anyway, first world problems, and all that. Have a good day.

[bumpa33] 04/9/2020 09:44

Well done on 4D and I’m afraid I agree with you lwhl - I’ve done better in one week on the VIX than 4 months here...!

[lovewinshatelosses] 04/9/2020 09:38

I am staggered that the markets, both here and the US, are not considerably lower than they currently are, but that is the beauty of money printing and all the other smoke and mirrors stuff I guess!
Yes Bumpa, EVGEN have a lot to do to regain market confidence. I am glad that I decided to buy some 4D instead of topping up here a few weeks ago. A double bagger with one batch and almost a triple bagger with the other batch. I would have been down if I had put it here instead, even though most small cap pharmas are booming right now!
Frankly, I will feel very foolish if my stubborn streak means that retaining my holding here throughout does not at least see me trebling my money here at some point in 2020 - but it is that stubborn streak which kept me in SNG without selling up at single digit lows - and I am hoping it will eventually pay off here too. The university collaborations and Life Arc funding are the features that I keep reminding myself of here, when I watch other holdings and targets rising and rising while this drifts and sinks.
I am putting my faith in the scientists here, but the management have to step up soon or the price will return to 10p and perhaps lower still in all likelihood. So yes - come on EVGEN, pull your finger out!!

[moneymunch] 04/9/2020 08:57

Reata was mentioned in the Final Results when their market cap was $5 BILLION , they lost over $1 billion last month when they announced delays and possible further trials before FDA approval for one of their Nrf2 targets , and so the comparison in value is staggering and highlights Evgen's undoubted upside potential, and perhaps Reata could very interested in SFX-01....Gla ;-)

15/6/20

Barry Clare, Executive Chairman of Evgen Pharma, said: "We move forward with the confidence that the value of SFX-01 as a potential drug that is active against the two key pathways of Nrf2 and STAT3 will become increasingly clear. These pathways are of significance in a range of diseases including cancer, autism and those where oxidative stress is a factor. We therefore believe that the fundamentals are in place to underpin sustainable share price growth and deliver the undoubted potential of SFX-01. On behalf of myself and the Board, I would like to thank our shareholders for their continued support and we look forward to updating the market with positive news in the coming year."

...............

There remains a strong rationale for clinically testing SFX-01 in any condition that is mechanistically linked to Nrf2, as evidenced by the recent positive developments at Reata (NASDAQ: RETA). Reata is developing Nrf2 activators based on triterpenoids and with positive top-line results in pivotal trials in Friedriech's Ataxia and Alport Syndrome has a current market capitalisation of circa US$5bn. This illustrates that the fundamentals of Nrf2 activation as a therapeutic strategy are sound and SFX-01 is a potent and well tolerated Nrf2 activator; on this basis we advance with confidence in SFX-01.

..................

Evgen has exclusive rights to the only technology (Sulforadex(R)) proven to synthesise this very unstable molecule in a stabilised composition that will satisfy regulatory and medicinal needs for a pharmaceutical and that can be used as a therapeutic.

[moneymunch] 04/9/2020 08:34

The US markets will go through the roof if Trump wins imho.....in the meantime, news here fast approaching imho...Gl ;-)

[bumpa33] 04/9/2020 08:14

I’m sure others like me have one eye on the US as we draw closer to the presidentials in November, with the Vix breaking out from mid 20’s the last week something had to give and last night US markets took a tumble. With incredulity I can still see David Hunters prediction of 4K on the S&P500 with a collapse in ‘21 coming to fruition but things gonna get volatile the next couple of months. Buckle up.

[bumpa33] 04/9/2020 08:04

punters getting bored and moving on. To be honest, can’t say I blame them. Come on EVG, time is ticking on.

[moneymunch] 04/9/2020 07:09

Looks like Reata are expecting good news on their Nrf2 activator...Gla ;-)

September 03, 2020 06:45 ET | Source: Reata Pharmaceuticals, Inc.

Reata Announces the Presentation of the Pivotal MOXIe Part 2 Study of Omaveloxolone in Friedreich’s Ataxia at the American Academy of Neurology

PLANO, Texas, Sept. 03, 2020 (GLOBE NEWSWIRE) -- Reata Pharmaceuticals, Inc. (Nasdaq: RETA) (“Reata,” the “Company,” or “we”), a clinical-stage biopharmaceutical company, today announced the forthcoming presentation of efficacy and safety results from the pivotal MOXIe Part 2 study, a randomized, double-blind, placebo-controlled trial of omaveloxolone in Friedreich’s ataxia.

The presentation will take place on September 24, 2020 as part of the 2020 Emerging Science presentations hosted by the American Academy of Neurology (AAN). David Lynch, M.D., Ph.D., will present the data. Dr. Lynch is an attending physician at the Children’s Hospital of Philadelphia (CHOP), professor of neurology at the Perelman School of Medicine at the University of Pennsylvania, and the principal investigator of the MOXIe study.

[moneymunch] 03/9/2020 22:57

Ps don't buy on the spike, it ain't good for your wealth. :-)

Oranolio - 07 Aug 2020 - 08:49:19 - 3227 of 3612

Moving into Synairgen....holding here but think news incoming on Synairgen by Monday morning.

[moneymunch] 03/9/2020 22:33

Lol Oranolio, stop f'ing private messaging me then, you sold most of your Evgen shares a few weeks back and topped up again at SNG £2 plus ( another spike along with 4d ), which was a mistake imho....SNG will struggle to maintain £2 plus until good news arrives , and their phase 2/3 Covid-19 patient trials are months away...in the meantime, get ready for significant upside here, good news imminent...Gla Holders...Tick Tock Boom!!! :-)

[oranolio] 03/9/2020 20:18

Moneymunch, I've followed your continuous ramping here and have decided that Evgen has a shot but it wont be easy.

What you made me do is look at other pharmas that have many irons in the fire and multiple more opportunities than Evgen.

I decided to invest heavily in 4d pharma and will maintain a smaller stake here.

[moneymunch] 03/9/2020 14:24

The 350k trade is from yesterday, Non protected portfolio, Single protected transaction - which is a share trade between institutions.....the share transfer / accummulation continues.....C'mon Evgen , it's about time we had some news!!! ;-)

[moneymunch] 02/9/2020 09:34

Watch this space Nobby the self-righteous.....Gla Holders...hold tight for significant UPside!!! :-)

[carlisle44] 02/9/2020 09:20

I am not selling! Sitting patiently and expectantly

[nobbygnome] 02/9/2020 09:19

Where is our hero MM to tell us transformational announcements are imminent?

[aberloon2] 02/9/2020 09:06

The sound of silence, probably everyone selling up and heading elsewhere where there's noise.