Evgen Pharma Share Discussion Threads

[nobbygnome] 20/9/2020 20:11

And actually the £200k call was when the market cap was less than £300 million but don't let the truth get in the way of a good story....

[nobbygnome] 20/9/2020 20:09

As people on this thread will testify, I called the negative result in SAH and the positive result int breast cancer although the latter wasn't difficult. You mark my words about Covid 19.....

[moneymunch] 20/9/2020 19:34

Nobby boasted about his £200k at SNG when their market cap was £380m, the share price now on the slide with a current market cap of £275m, and will slide significantly further until they confirm their phase 3 trials have started, which could be months away...meanwhile EVG's SFX-01 Covid-19 phase 2/3 patient trials , with a ridiculous low £16m market cap are just about to start, and news also expected imminently on the new CEO and no doubt an update on the rest of the pipeline...Exciting times...Gla :-)

SNG Covid-19 trials were small compared with SFX-01 planned trials. Gla ;-)

James D Chalmers
@ProfJDChalmers

A link to the presentation of the interferon beta data from todays conference call. Encouraging data but we should be cautious in interpreting small trials, particularly when full data not available yet #COVID19

[moneymunch] 20/9/2020 19:23

Prof James Chalmers, British Lung Foundation Chair of Respiratory Research, University of Dundee and Lead Investigator for SFX-01's patient trials , 5,324 Citations, Albena Dinkova-Kostova, Investigator of SFX 01's Covid-19 trials, 15,572 Citations....but Nobby the Self Righteous Know it all, knows better...ha ha ha , he he he...Gla Holders...Get ready for some serious Upside as good news, long overdue, arrives. :-)

[1rookie] 20/9/2020 16:48

True. Good post and appreciated

[mesquida] 20/9/2020 16:32

Good post Bocker, cheered me up no end !

[bocker01] 20/9/2020 14:59

Stockhunters, I imagine the trials should give indications of the potential effectiveness of SFX not just in a Covid setting but in relation to lung inflammation generally. It’s an issue outside of Covid and the trials appear pretty comprehensive. In any event, no results have been published so one can only wonder regarding Nobby’s paranoid certainty that they are a waste of time. Certainly the funders cannot think so nor the experts in the field, apart of course from Nobby. Though I tend to agree with Nobby though that the breast cancer proposition is potentially enormous. Here I think that he is right. Of course, trials are ongoing, results to date have been excellent and there are no indication of adverse trial outcomes so far. This proposition is potentially life changing for so many present and future sufferers and their families. We may well get an update before year end or in other words within 3 months. EVG does of course have at least two other very serious irons in the fire in It’s NASH and ASD programmes. A lot of small pharmas are one trick ponies with huge cash burn. Naturally the funding model here completely avoids that and minimises our cash burn. That’s why I for one like this company. Currently we are ok for cash until this time next year and this week’s deal may end up covering us for the two following years totally ignoring royalties. It’s all extremely encouraging.

[nobbygnome] 20/9/2020 12:01

I will remind you all that I am a EVG shareholder ...but a realistic one unlike most of the posters here! Ramping stocks such as suggesting that SFX-01 was the reason for the low death rate in Scotland is counter productive. If there is no substance to the ramping there will be a price to pay when the stock slides.

I repeat the study in Covid 19 is virtually a waste of time and the company should be focussing on setting up a breast cancer trial where there is an excellent opportunity. Yes I know they are not directly involved in the Covid trial but there has been scant evidence of any progress in breast cancer, which is a tragedy because it could well be shown to be a very effective treatment!

[bumpa33] 20/9/2020 10:21

mm - why don’t you just filter Nobby? When you can’t see what someone is writing they just become irrelevant. Saves me many an argument :)

Hope folk have got hedges/plans coming into the autumn/presidentials. Vix playing out a cracking h&s, so far...

So we’re put back ‘til 1/10 now. No great shakes, if we get some weakness next week I’ll look to take advantage.

[bocker01] 19/9/2020 13:36

Stig incidentally I think that MM is justified in his retorts. It’s your second remark that I really agree with.

[bocker01] 19/9/2020 12:31

Very well put Stig!

[moneymunch] 19/9/2020 12:13

Dr Annya Bruce from University of Edinbrugh is running the Define Covid-19 patient trials........and has had a recent meeting with Prof Albena Dinkova-Kostova, and so maybe SFX-01 is also in consideration by Dr Bruce for " rapid experimental medicine feasibility studies " to identify biomarkers for Covid-19 therapies..Gla ;-)

SULSA
@SULSAtweets
·
20 Aug
Today say hello to Dr Annya Bruce @EdinburghUni
who is part of DEFINE COVID-19, a clinical trial now recruiting, comparing treatments against standard care to identify biomarkers that could help tailor therapies for future patients #ScotlandRespondsC19

..................................
SULSA
@SULSAtweets
21 Aug
Today meet Prof Albena Dinkova-Kostova @UoDMedicine
, collaborating with @ProfJDChalmers
to study whether the anti-inflammatory Nrf2 activator sulforaphane can improve recovery and decrease the need for mechanical ventilation in patients with severe COVID-19 #ScotlandRespondsC19

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

ISRCTN14212905

Understanding how COVID-19 leads to respiratory failure in COVID-19 positive patients


This study aims to support the re-purposing of promising pharmaceutical assets with prior use in humans through performing rapid experimental medicine feasibility studies in small groups of COVID-19 patients. The results of these studies will support further evaluation in existing national and international trial networks. The key interception is to prevent the lung damage in patients with COVID-19 that leads to respiratory failure.

[moneymunch] 19/9/2020 11:16

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.

[moneymunch] 19/9/2020 11:12

The gulf in valuation with Reata Pharma is even more staggering stockhunters, they are focussed on Nrf2 activators for rare diseases, the same pathway that SFX-01 is in evaluation, and Reata's market cap is $3.5 billion and isn't that much more advanced than Evg's by the time the phase 2/3 Covid trials and phase 2b breast cancer trials are underway.....Reata's market cap is down from $5 billion after results were published July/Aug that suggested FDA/NDA aproval would require further costly and time consuming trials on their two targets, although they have a new presentation of results which could see them bounce back towards $5 billion if positive.....i did speculate that Reata could be a potential strategic investor for Evgen, given that they're both in the Nrf2 space, and so perhaps Reata's recent setback and huge drop in value put the stops on any potential deal, and so good news from their presentation this coming week could put Reata back in a stronger position for any planned strategic investments. ....just a thought....Gl ;-)




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] 19/9/2020 10:55

ps stockhunters, they also received £250k cash last week from Jim Mellon to bolster their cash position as well as the c£80k cash from Franklin's share options, with thelikelihood of $10.5m milestone payments over the next year or two and expected royalities thereafter.....and so no likely fund raising likely or needed and the real possibilty of a lucrative commercial JV from a Major, at anytime. ;-)

[stockhunters] 19/9/2020 10:47

yea i agree SNG looks great but as you say EVG is on phase 2/3 trials

[moneymunch] 19/9/2020 10:41

More than enough stockhunters....all the way to Q3 2021....and not many other £16m market caps in that position, and Evgen's development plan is to seek charitble and academic funding partners, which is the case on the entire pipeline at the moment, as progress is ulimately focussed on Commercial JV's for every disease target in evaluation. Gl ;-)

[stockhunters] 19/9/2020 10:35

thanks money

what do you think of EVG money situation? they have enough?

[moneymunch] 19/9/2020 10:31

SNG Covid-19 trials were small compared with SFX-01 planned trials. Gla ;-)

James D Chalmers
@ProfJDChalmers

A link to the presentation of the interferon beta data from todays conference call. Encouraging data but we should be cautious in interpreting small trials, particularly when full data not available yet #COVID19