Evgen Pharma Share Discussion Threads

[pdt] 17/5/2018 09:23

Timbo - thanks for the feedback.

The presentation slides suggest that adding CDK4/6 inhibitors add about 10 months to the typical 15 months of successful hormone therapy. If there has been zero mortality in Evgen's trial this means the first person on the study has survived an additional 15 months so far (Jan 2017 to date) ie an improvement over the average CDK4/6 therapy benefit.

Am I reading that correctly?

[timbo003] 17/5/2018 08:02

A few nuggets from last night:

* Zero mortality rate so far in the Metastatic Breast cancer study.
* It is just not one patient who has elected to continue treatment at end of trial (compassionate use), although no actual number given.


* Sir Alex did have a SA stroke (not an intracerebral stroke), although we do not know the severity (1 - 4 fisher scale, low number less severe, high number more severe), Evgen protocol states only treat more severe (3 and 4) cases.
* Biggest danger period with SA is a few days after the actual stroke, so Sir Alex, probably still in a danger period
* On stratification: do not know whether it was the more severe patients receiving the SFX-01 or the less severe, but SF thinks it was most likely the former.

[l0ngterm] 16/5/2018 21:24

How are you immy? didn't realise you were invested here.

[immy1992] 16/5/2018 20:51

Anything interesting from the investor evening?

[pdt] 16/5/2018 13:09

The Investor Presentation slides are available on the company website. A good read. Nothing really new but they are laying out the commercial opportunity more clearly with potential upfront payments post phase 2 ...

[h2owater] 15/5/2018 13:09

Target 113p Anticipating Two Positive Phase 2 Read-outs in 2018 - Note attached NORTHLAND VIEWPhase 2 trial 'STEM' in metastatic breast cancer: With 18 out of the 60 patients in the trial having been dosed as of December 2017, an interim read-out is expected this quarter followed by final topline results in H2'2018E. A compassionate use programme, which allows patients to stay on the drug post trial end, has already been implemented.Phase 2 trial 'SAS' in subarachnoid haemorrhage ('SAH'): Following recruitment of 34 patients (by December 2017), final topline results are expected at or around end-2018E. With the shocking termination of Edge Therapeutic's (NASDAQ:EDGE) Phase 3 study of EG-1962, we believe Evgen's candidate, SFX-01, is now the most advanced drug candidate amongst ongoing clinical trials for the reduction of brain injury associated with delayed cerebral ischaemia ('DCI') caused by SAH.Sufficient Cash: December 2017's placing of new equity, raised £2.3 million for Evgen Pharma ('Evgen', 'the Group'). Together with existing cash, the net proceeds will fund working capital through to the completion of the two ongoing Phase 2 trials, while also contributing modestly towards pre-clinical studies in other disease indications, for example, autism and ischaemic stroke.Growing IP estate: The Group continues to broaden its global IP estate relating to novel composition, process and new analogues produced using its core technology, Sulforadex®.Valuation: Northland expects SFX-01 to meet the safety and efficacy endpoints for both Phase 2 trials which are due to be published before or around the end of calendar 2018E. Reworking our financial model for Evgen, suggests a new target price of 113p, up from 97p previously. STEM's Phase 2 interim data is expected to highlight the fact that little of Evgen's long-term opportunity and relative low-risk profile is presently reflected in its current market valuation.

[bernymadoff] 15/5/2018 11:28

Looking at the 2-yr chart there is resistance at 23p and 25.5p we've successfully crossed and backtested 23p this morning so the next leg up should take us over that 25.5 resistance

[bernymadoff] 15/5/2018 10:54

No share goes up in a straight line. There'll be investors hopping on and off at various stages. Everyone has their own risk profile and profit targets. The important thing is that it's heading north

[wins73] 15/5/2018 10:53

Yes I am expecting it to go back at least to IPO price initially at interim read out before some fall back and climb again.

[nico115] 15/5/2018 10:48

Win Don't worry about resistance points These are going to 40pNorthland have a 117p target and the analyst is v good there

[wins73] 15/5/2018 10:46

Hmm 24 to 25 seems the new resistance point

[bernymadoff] 15/5/2018 09:16

Just your normal AIM 10% brigade. This is the wrong time to be trading this for beer money.

[wins73] 15/5/2018 08:48

23 looks a bit of resistance point, if broken will head higher maybe close to 30.

[bernymadoff] 15/5/2018 08:21

Great start to the day. Can see this building now all the way to those interim trial results. Strong chance they will drop before the first investor presentation this Thursday.

[nico115] 14/5/2018 22:53

Every trade is a buy and sell The shares in issue hasn't changed

[bernymadoff] 14/5/2018 18:31

Both the big trades are buys as sure as day follows night. The bid was never at 19.5 all day. As usual MMs are up to their normal shenanigans.

Not even worth debating its that obvious

[old george] 14/5/2018 17:49

275 trade shows on HL as a sell

[bernymadoff] 14/5/2018 17:45

Another £22k reported late for 19.6 perhaps shorts closing or buyers loading before news

[bernymadoff] 14/5/2018 17:14

275k buy at 19.5 has to be a buy because the bid didn't get to that price all afternoon. Institution adding or big PI buy. Certainly inspires confidence. Big few days ahead here

[nico115] 14/5/2018 15:57

Thx NobbyGot supper at 7 in Farringdon so won't be able to make it Looking forward as always to your thoughts though

[jace86] 14/5/2018 15:42

Theres a few buys coming in now ticking the price up... I only have a very small holding here but curious to see if there is news before these investor events and what that does to the share price both in the short and longer terms.

[olivia_winnifrith] 14/5/2018 14:07

spmc stop spamming this share all over advfn, it must mean your desperate and are under water, it also means this is a dog share

[pdt] 14/5/2018 14:04

Franklin doesn't seem the sort of person to hold three presentations with nothing new to say. Hopefully, the first two will be to talk about the interim metastatic results and then the one a month later will be to talk about the licencing to a big pharma. At least that is what happens in my dreams :)

[spmc] 14/5/2018 11:53

Three presentations lined up the first one on the 16 May 2018, I'm expecting the trial results to be announced the morning before that presentations. Northland expects SFX-01 to meet the safety and efficacy endpoints for both Phase 2 trials and have a price target of 113p. Looking like it's the last couple of days to buy at these dirt cheap prices, were probably looking at a 300%+ rise on Wednesday.