Evgen Pharma Share Discussion Threads

[supernumerary] 19/9/2018 09:30

Thanks guys - useful background. Should anyone get a chance to raise the COPD trial with them, I'd be interested to hear their views. I remain supremely cautious with all biotech...

[nobbygnome] 19/9/2018 09:01

>> supernumerary

I presume your TLY comment is genuine😜! Completely different situations, TLY in a long term buy whereas EVG is a short term buy.

My concern was more of a theoretical issue rather than a real one. After all there is no evidence of problems with side effects. You have to understand that inflammation goes hand in hand with virtually every disease. For example Alzheimer's is a very good case in point where there is increasing evidence that inflammation is a major part of the problem and a drug like an anti-TNF may well be beneficial. So the fact that sulforaphane hits various inflammatory pathways is overall definitely beneficial.

[timbo003] 19/9/2018 08:19

I had forgotten about that COPD clinical and it was not specifically mentioned or discussed at the meeting, but I note that the doses used were quite a bit lower than those used in the ongoing Evgen trials, see below:


COPD study:
25 micromoles (4.4mg) and 150 micromoles (26.6 mg) per day Sulforaphane


Evgen STEM study:
92.3 mg per day Sulforaphane

………;……̷0;……R30;

[supernumerary] 19/9/2018 00:22

Nobby - more or less 'ridiculously undervalued' than TLY would you say?

Did you or anybody else ask what they thought about the failed trial? Link for reference: As I've already posted, it would be good to have a scientific view on this...

Ref your Pt 4 - can you expand a bit? As written it sounds as though you have/had concerns about off target effects (I presume that means side-effects?) and the prof didn't deny they were present, but thought they were essential to the treatment. It's not clear from that write-up that she assuaged whatever fears you had. Some colour on the issue would be useful.

[timbo003] 18/9/2018 23:07

Thanks Nobby

I spent quite a bit of time chatting to Sally Ross (Evgen Clinical Development Officer) and to Prof ADK afterwards which provided a few more nuggets, so I will incorporate them into a few supplementary notes and post them here (probably tomorrow evening)

I had a quick look at Edge Therapeutics earlier. Edge were mentioned as the most advanced competitor for the SAH indication (until recently). They were a one trick pony looking at Nimodipine (the current, fairly ineffective, SOC for SAH) via a different route/formulation for treatment of SAH.

Edge raised around $70m pre-IPO and around $80m at the IPO in 2015 and were valued at $250m earlier this year before their Nimodipine study bombed


IPO:


Phase III result:


Chart:


Compare and contrast with Evgen, who have raised just £14m in total and are currently valued at around £16m, with two proof of concept studies about to report topline results.

[pdt] 18/9/2018 21:52

Nobby - thanks for your thoughts, appreciated.

[pdt] 18/9/2018 19:17

I see a podcast is available on Vox markets with Vadim, skip to 17 mins for the interview. He was very upbeat, he liked the phrase "grossly undervalued". One interesting point was that he felt the SAH trial should declare results in late December.

hXXps://www.voxmarkets.co.uk/articles/erris-resources-armadale-capital-vadim-alexandre-on-evgen-df44539/

Nobby/ Timbo - it would be interesting to know your thoughts from today. Reading the slide sets is a bit one dimensional although positive.

[nobbygnome] 18/9/2018 18:33

Just a short note; I will write more later. The meeting today was very positive from my point of view. EVG is most definitely not a binary play and there are lots of strings to their bow.

Ridiculously undervalued IMHO....

Nobby

[pdt] 18/9/2018 12:27

I see the slide sets are now online on the Evgen website.

Lots of information. Good to see confirmation that we should get pre-clinical data on Stroke, Autism and Triple Negative Breast Cancer in Q4. The news on TNBC looks like it will be positive since the slide set about STEM indicated that SFX-01 worked in a similar way with TNBC.

Also in the patient 1 case study it looks like another person's disease has been stabilised for at least 16 months from May 17 to Sept 18 (latest scan).

All looks very positive to me but perhaps that will not be reflected in the share price until we have a positive phase II result ??

[pdt] 13/9/2018 12:35

It is amazing that EVG floated on AIM 3 years ago at 37p valuing the company at £27m. It now stands at half the price despite making considerable progress.

I do think the next six months will be very interesting. Results expected from two Phase IIs and probably some pre-clinical news in particular Kings / Stroke and Christies / Triple Negative Breast Cancer. Good chance of a licence deal from one of those two trials if they are positive.

On the negative side cash must be getting tight around the end of the year. Another fundraising needed?

Timbo/Nobby - Look forward to any feedback from the Symposium on Tuesday.

[nobbygnome] 11/9/2018 13:14

>> timbo

See you there!

[mrpiggy] 11/9/2018 13:09

Hi timbo003, I've had EVG on my watch list for many months now and would be very interested to hear what you find. Regards MrP.

[timbo003] 11/9/2018 08:42

I have booked my place for the Investor symposium on Tuesday, will report back in due course

[nobbygnome] 13/8/2018 11:55

Good to see the rise today. I was planning to buy a lot more ahead of the results at the end of the year. I am surprised that it is going up so far in advance of this so I have a decision to make, buy now or wait? Ho hum....

Nobby

[langland] 26/7/2018 14:41

Despite the recent weakness, there doesn't seem to be any stock for sale. Online quote for 100k was met with no stock available. I had to come down to 10k before price was quoted and that was very close to the 17.2 screen offer.

[nobbygnome] 26/7/2018 11:24

The market is so short term these days so no surprise at the pull back. I will be accumulating ahead of the results later this year. Generally speaking doing the opposite to everyone else pays dividends in the medium term....

[ayl30] 25/7/2018 07:49

Today's rns sounds confident

[pdt] 22/7/2018 08:57

One of the end points in the SAH trial is blood flow, the vessels narrow as a result of stroke.

I see our friends at Kings recently published some positive work in this area which is encouraging;



It will be interesting to see their work with Evgen which should be published before the end of this year in Stroke which may lead to charity funded clinical trials in 2019. Ischemic stroke affects 7m people a year and a scientific improvement in this area would be so life changing for so many people.

[peterm10] 17/7/2018 14:10

I found this interesting in explaining the benefits and science of naturally occurring sulphoraphane and its precursor glucoraphinin found in high levels in broccoli sprouts. Lot of research quoted over 20 years supporting the benefits. Have started growing at home.. screwed up on first jar. Roll on Evgen's magic pill

[pdt] 06/7/2018 21:13

A new Evgen article;

Scientists synthesize new compound with anticarcinogenic properties

[timbo003] 02/7/2018 10:29

Hardman issued a new updated report at the end of last week (June 29th) which is worth a read

[wins73] 02/7/2018 09:07

All gone quiet here. But something doesn't add up recently. Only sells going through but share price static and not dropping. Any idea why.

[l0ngterm] 20/6/2018 20:07

Possible, but I see a cashed strapped company on the back heel. Hence a fund raising and dilution shortly.

[nobbygnome] 20/6/2018 20:05

L0ngterm

I can see Pfizer buying EVG if the phase II cancer results are good as the drug is being targeted at patients who have failed Ibrance. In fact they might not wait that long.... It will enable them to give the whole treatment paradigm to the oncologists which Pharmas like to do. They effectively like to 'own' a disease.

Nobby