Evgen Pharma Share Discussion Threads

[nobbygnome] 29/1/2021 13:52

Another dismal day here. When is MM going to stop selling....

[bumpa33] 29/1/2021 13:49

mm - GameStop is a bombed out retail game store, it’s worth a few dollars. It ain’t worth $330 as it is pre mkt!


Anyway, enough of that. Technically fast approaching oversold here, why you’d sell at 9’s, placing or no placing, seems a bit daft.

[on target] 29/1/2021 13:49

Anyone else see two 'M's drawn out on the chart above?

Are you giving us some kind of clue MM?

[moneymunch] 29/1/2021 12:48

Yep, and that's the whole problem with the dishonest practice with shorting of stocks imho, most certainly to the detriment of the private investor as well as inhibiting the growth of many stocks , making it very difficult to return shareholder value.....anyways, intersting how the above author is ex John Hopkins, and also illustrates how big this would be if SFX-01 proved therapeutic benefit.....good news on the first 100 patients recruited and assessed will be massive for all concerned. ;-)

[bumpa33] 29/1/2021 12:39

Problem is mm, it will be retail who gets shafted in the end - well 95% of them. Fun while it lasts though.

[moneymunch] 29/1/2021 12:10

Some more recent research that adds weight to SFX-01's chances in the current Covid/ARDS patient trial. Gla ;-)


January 28, 2021

The Need for New Biological Targets for Therapeutic Intervention in COPD

Chronic obstructive pulmonary disease (COPD) continues to be a major cause of disability and is one of the leading causes of mortality worldwide. While there are numerous treatment options for the lung disease, the available treatments focus on symptoms secondary to inflammation, and are not curative. In a review published in the American Journal of Physiology – Lung Cellular and Molecular Physiology, experts focus on potential disease-relevant pathways and emphasize the important of developing new treatments for patients with COPD.1

The objective of the review was to summarize COPD pathology, available treatment options and additional potential pathways and targets for new therapeutic development.


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

New Treatment Targets

There is a real need to uncover new biology in order to advance more precision-based therapeutic strategies for patients with COPD. New disease-specific strategies in development are focusing on inflammatory pathways, hoping this will help to address disease onset. Early reports suggest there are several promising targets that can address inflammatory complications, including oxidative stress, kinase-mediates pathways, phosphodiesterase inhibitors, interleukins and chemokines.

Oxidative Stress – a common denominator for aging and cellular senescence, resulting in macromolecular damage and DNA damage.2 With cigarette smoke exposure there is an increased oxidative stress, associated with an increase in Nrf2 activity which declines with the progression of COPD.6 As several studies have implicated Nrf2 in COPD pathology, this pathway is a potential important therapeutic target. Several agents may change Nrf2 expression and activity in airway cell, including aspirin-triggered resolvin D1, crocin, sulforaphane, and schisandrin B.1,6

[moneymunch] 29/1/2021 07:17

The following is from Jim Mellon, a month or so after securing the deal with Evgen. Gla :-)

Boom time

Longevity science will, I think, lead to the biggest stock market boom ever. It will make the recent medical cannabis boom look like nothing. For the first time in the history of mankind, the elixir of youth, the promise of living a longer life, will actually come true.

There is no one pill that you can take, but a combination of several pharmaceuticals, gene therapies, gene-related technology and treatments could extend your lifespan to 120.

I’m confident in predicting that the science of longevity will represent the biggest industry on the planet within 20 years, and that it will be affordable for everyone after about ten years of commercial exploitation.

Wear and tear

It is important to note that we’re not predestined to die. But as time goes on, the healing process of our body gets overwhelmed – wear and tear overwhelms repair.

We gradually go into a process called ‘loss of homeostasis’, which signals that our inner chemical balance is beginning to get upset, which eventually results in death.

There are some creatures out there, such as the C. elegans worm, which Google’s ageing company Calico is studying, that are made up of atoms and molecules just like us but don’t die naturally. Science has shown that the lifespan of a worm can be increased by up to 20 times using genetic manipulation.

Similar principles can apply to humans. There is a huge amount of bioscience activity in the UK, which is not widely known. There have been negative developments in the form of Neil Woodford’s investments and the government’s lack of funding in this area.

But now people like Sir John Bell are spearheading major efforts to build a home-grown industry. Increasingly, the nexus between VC universities and scientist-entrepreneurs that’s made the US so successful in this field is developing in the UK.

More Juvenescence employees are based here than anywhere else, so we’re very much British. It’s very important to us that the UK retains its status as the second major centre for life sciences in the world.

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

15/9/20

Details of the Agreement

The license is for exclusive rights to exploit certain patents and know-how for all non-pharmaceutical applications in the United States, with options for the other major markets namely, Europe, Asia and the Rest of the World. Evgen will receive upfront and milestone payments of up to $10.5m, and in addition, royalties on sales. Evgen received an initial payment of $250k on signing of the Agreement.

Barry Clare, Executive Chairman of Evgen, said: "This deal is a strong demonstration of the broad potential for our sulforaphane platform and achieves monetisation in an area which is outside our focus of therapeutic development in the Nrf2 and STAT3 pathways. Juvenescence has a science-driven approach to nutritional health products and brings in-depth experience in this sector. We are delighted to have them as a partner. "

Colin Watts, Chief Executive Officer of JuvLife Division, said : "We are pleased to reach an agreement with Evgen to leverage their scientific technology and expertise to create a differentiated and innovative new product for the global consumer nutritional health market. Juvenescence has built a reputation as a broad-based healthcare company in the Longevity space through strong partnerships with scientific leaders in their specific areas and we are delighted to have such a partner in Evgen."

[moneymunch] 28/1/2021 19:56

Nice one amaretto...Evgen's turn next.:-)

[amaretto1] 28/1/2021 17:01

Here ... no idea what's going on :-/

[amaretto1] 28/1/2021 17:01

I'm hoping at least one person took my advice on Monday ....Regarding GDR at 40 pence Closed tonight at 74 pence ....I've not sold 1 share... continue to hold for the golden RNS :-)

[moneymunch] 28/1/2021 07:05

Huw's probably been an insider since day 1 and therefore unable to buy any shares even if he wanted, personally i don't give a jot if he does or doesn't and i'm only interested in the delivery of material events on the pipeline.......news of which could drop at anytime.....and no doubt within 30 days of the last update. Gla ;-)

ps and with enough cash until "the tail end of this year" according to Huw's recent statement....no fund raise required either, unless Evgen's business model has been radically changed. Gla Holders ;-)


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




This guide is based on UK law as at 1st February 2010, unless otherwise stated. It is part of a series on the FSA and Securities Regulation.

In order to reduce the risk that directors and senior managers of quoted companies might be thought to be taking advantage of inside information (see: Insider dealing, an OUT-LAW guide), both the Listing Rules and the rules of AIM require that companies restrict the times at which their directors and senior managers can deal in the company’s shares. In the case of fully listed companies, the Listing Rules contain a ‘Model Code’ on share dealing by directors and senior employees that companies are required to adopt in full (though they may impose more onerous restrictions if they want).

Like the rules for disclosures in relation to shares (see: Disclosures in relation to shares, an OUT-LAW guide), the Code applies to both directors and other PDMRs and defines ‘dealing’; widely. If there is any doubt as to what is caught, seek advice.

Directors and other PDMRs must not deal in shares during a ‘close period’, that is the period of 60 days before the announcement of annual results or the publication of the annual report (or, if shorter, the period from the end of the financial year to the announcement or publication). In the case of half-year results, it is the time between the end of the half year and the date of publication. If a company reports quarterly, the close period is 30 days before each announcement or, if shorter, the period between the end of the quarter and publication. (The same restriction does not apply to the company’s interim management statement, though a cautious approach would impose a similar 30-day ban on dealing.)

This is a simple prohibition: it is taken as read that, during those periods when financial results are being prepared, senior personnel are likely to have price-sensitive information.

Outside those periods, directors and other PDMRs are still prohibited from dealing if there is undisclosed inside information. (See: Disclosure of price-senstive information, an OUT-LAW guide.) This might be news of a possible takeover, a significant share issue or a big contract win or loss.

[lovewinshatelosses] 27/1/2021 21:38

njb - I do not disagree with your perspective - you make some valid points.
I would simply suggest that nothing demonstrates alignment with fellow shareholders better than stumping up one's own cash - especially as/when/if a fundraise is to occur.
If however he is able to get a decent partner on board to fund eg breast cancer trials , then the share price will not require such a demonstration by him - and the unease and exasperation of many LTH's here will be a thing of the past!

[njb67] 27/1/2021 21:23

love

It is perfectly reasonable, just providing a different perspective.

I use a slightly different evaluation metric, which is are the decisions of the directors aligned with maximising shareholder value? There are a few things to look for here.
- How is stock and options granted to directors. If it is truly performance related and rewards them for creating shareholder value, then I would approve. If it is a true freebie and rewards them irrespective of how the company performs, then I would not.
- Do they have a track record of making sound business decisions that look after and advance the interests of all shareholders rather than making decisions from which they stand to gain most?
- What is their track record in managing shareholder capital. A big red flag would be companies who suddenly acquire businesses that are not aligned with the core business or companies who overpay on acquisitions.

None of this is new nor unique to me, it is how a lot of investors rate company management.

Good luck with your approach, if it works for you, then that is all the matters.

[lovewinshatelosses] 27/1/2021 21:05

Well njb, the danger then is the potential perception created that they are only in it for the pay cheque and lack real confidence or passion in the company/product(s). That is not good financial planning, if enough PI's and ii's take a dim view of their approach to such risk management. Indeed, I am fairly sure that a number of ii's informally apply some pressure on BOD's to buy in when seeking a raise, probably for similar reasons. An approach that I completely support, of course.
Anyway, not many CEO's on AIM are paid peanuts, so I do not accept that even with loads of freebie options, they cannot stump up a respectable sum to show commitment and convince me and others to support the onward journey. If they do, I will too. What is illogical or unreasonable about that?
To be clear, I am satisfied with the efforts of Huw so far and I really hope all of this speculation will prove unnecessary - but questions will remain, until answered.

[moneymunch] 27/1/2021 20:52

Spot on...:-)

[njb67] 27/1/2021 20:39

Wanobi

I disagree. They do not need to raise monies straight away, they have 6 months or so grace period, and far better to raise monies once the investment story has progressed and this is hopefully reflected in a higher share price. Both IMM and SNG have taken the opportunity of a significant rise in their share price to tap the market for funds. Existing shareholders, including those who were gifted rather than bought shares, will face a lower level of dilution from a higher share price. You need to give away less of the future revenues of the business to secure the investment.

love
It is a fair point about directors investing their own money to buy stock. However, for many directors, a very significant proportion of their future personal wealth is effectively tied up in performance of the company so at a personal level putting more of the remaining eggs in the same basket may not be sensible financial planning.

[wanobi] 27/1/2021 20:11

so much speculation around a fund raise, not least I guess from me, doh!!,,,, that,,,,,, they may as well do one now whether they had previously intended to or not and lets move on,,,, would most probably take a lot of downward pressure off the share price :-),,,, even with my limited experience at this game I've seen it happen before,,, GLA Holders, me included :-) LOL cheers Wan :-)

[moneymunch] 27/1/2021 20:03

All good things....:-)))

[lovewinshatelosses] 27/1/2021 19:52

If there is a raise and the BOD do not buy in big from their own pocket (not interested in the freebies they give themselves - it does not count the same way) - then I will be out.
I did not consistently apply this criteria to my small cap buys a few years ago, when I first bought in here and a couple of other stocks, and guess what? They have been my most unsuccessful picks to date.
I am in a couple of small caps now where the BOD have put in a decent amount recently. Paper loss territory for me currently and maybe they will fail in the end anyway, but nevertheless, I am now only willing to back those who put their own money where their mouth is, especially at the point where the begging bowl comes out. So far, it is proving to be a very successful strategy.
Quite frankly, the squandered opportunity cost by having not already pulled the trigger and by having kept the faith here over the past six months or so, means the share price would need to at least double from now to offset those lost trading prospects.
Anyway, eventually all will become clear here, for good or for bad. GLA.

[moneymunch] 27/1/2021 19:11

He's been inside since day one, and so probably no window for the foreseeable with so much going on, anyways he was given a shed load of shares when he was appointed CEO and so lots of incentive to deliver shareholder value.....and plenty more news to look forward to in the coming weeks and months for Huw to realise that incentive. Gl :-)

[peanut100] 27/1/2021 18:53

I'm always a little bit more sympathetic with biotech management buying shares as last week proved. Leading up to the news it must of been pretty hard to find a window without being inside and Huw has hinted they have breast cancer results not yet released to the market so even now they still can't buy any until that's released. If there is a placing coming up and they don't participate then I'll be changing my tune big time as prime time to do so.

[kingalf] 27/1/2021 18:35

Past and present senior management are more then happy talking up this company but rarely dip into their own pocket to back up their excitement.
Stephen Franklin only ever purchased £12460 worth of shares using his own funds, and Barry Clare even less at £8900.
As far as I can see the current incumbent hasn't even bothered.
Admittedly they do recieve share options but if they really believe in their product surely they'd be backing it with their own funds.
I think we are being played here.

[dutch123] 27/1/2021 18:02

Just a very good tree shake, good aren't they.