Evgen Pharma Share Discussion Threads

[moneymunch] 02/3/2021 15:39

Very interesting!!!!, Latest research from Prof Thu Le and University of Rochester, New York where Evgen have been in collaboration since February 2020. Gla ;-)

February 2020

Professor Le and colleagues have previously published research showing an association between CKD patients with the GSTM1 null allele and more rapid CKD progression, and also that consumption of cruciferous vegetables (a source of sulforaphane) is associated with lower risks of kidney failure, with stronger effects in those having the GSTM1 null allele. On this basis, Professor Le approached Evgen, the developer of SFX-01, a stable form of sulforaphane that has demonstrated excellent safety and tolerability in previous clinical trials.

Thu Le, Professor of Medicine, and Chief of the Division of Nephrology at the University of Rochester Medical Center said: "We are pleased that Evgen will support our plans to undertake a clinical trial on SFX-01 in patients with CKD. Increased oxidative stress is a major molecular underpinning of CKD progression and our research suggests that patients with the GSTM1 null allele may particularly benefit from sulforaphane treatment via SFX-01 dosing."



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January 2021

Eat Your Broccoli: Oxidative Stress, NRF2, and Sulforaphane in Chronic Kidney Disease

January 2021 Nutrients 13(1):266

DOI: 10.3390/nu13010266
Authors:
Scott Liebman

University of Rochester

Thu H Le

University of Rochester Medical Center

Abstract and Figures

The mainstay of therapy for chronic kidney disease is control of blood pressure and proteinuria through the use of angiotensin-converting enzyme inhibitors (ACE-Is) or angiotensin receptor blockers (ARBs) that were introduced more than 20 years ago. Yet, many chronic kidney disease (CKD) patients still progress to end-stage kidney disease—the ultimate in failed prevention. While increased oxidative stress is a major molecular underpinning of CKD progression, no treatment modality specifically targeting oxidative stress has been established clinically. Here, we review the influence of oxidative stress in CKD, and discuss regarding the role of the Nrf2 pathway in kidney disease from studies using genetic and pharmacologic approaches in animal models and clinical trials. We will then focus on the promising therapeutic potential of sulforaphane, an isothiocyanate derived from cruciferous vegetables that has garnered significant attention over the past decade for its potent Nrf2-activating effect, and implications for precision medicine.

[peterm10] 02/3/2021 15:04

While waiting for all of the buses to come along at the same time some may be interested in a bit of easily digestible reading on the science on www.chemoprotection.org who are allied to John Hopkins Uni. A D-K is also involved and there is a long profile on her in the news section . Jed Fahey also worth following with lots of you tube vids

[ewanwhose] 02/3/2021 14:46

Given that the share price held up well above the offer price, I suspect lots of people applied for the offer so excess allocations may be very low. I even saw one case where applicants for a large number didn't get any. It's then frustrating to have your remaining cash tied up for a few weeks.

[wanobi] 02/3/2021 08:05

I also applied for extra's, quite a few for me LOL,,, GLA Cheers Wan :-)

[moneymunch] 02/3/2021 07:27

Disclosure of the "new high quality investors" who have also participated, that Huw has already given a warm welcome, could also be well received. ;-)

[moneymunch] 02/3/2021 07:10

ps i've also topped up at 9p just incase it is scaled back as i'd be surprised if you can get any much cheaper, and just incase we get a nice bounce in share price by the end of the week, and an update or two from Huw thereafter. Gla ;-)

[moneymunch] 02/3/2021 06:52

Ditto too Riggerbeautz....Gl ;-)

OPTION 3: If you have exercised all your subscription shares on option 2, you may also apply for additional shares.Excess applications may be subject to scaling back. Refunds resulting from this are generally received back from the company within 2 weeks.

[riggerbeautz] 01/3/2021 22:53

Ditto that and MM, whether it then gets scaled back on extra and some refund I remain to see.

[peterm10] 01/3/2021 22:12

I have a few accounts with ii . All allocations gone through and also I applied for the same again as extra and all given in full. Cash taken

[markth126] 01/3/2021 19:04

I'm with HL so hopefully it will get one soon thanks

[moneymunch] 01/3/2021 19:00

I put my request in on deadline day for allocation and also additional shares, and my account was debited the next day for both.

[markth126] 01/3/2021 18:20

Has everyone's allocation of new shares been debited from their fund account yet. Mine is still showing in entitlement but not taken the funds yet?

[moneymunch] 01/3/2021 11:44

Rob Clarke
@RobClarkeLab
·
1h

It’s been a great year for @MCRBreastCentre activities with your invaluable input as MBC Research Coordinator. Looking forward to to another successful year and hopefully some face to face meetings and seminars.

@BreastCancerNow
@TheChristie
@MCRCnews

[moneymunch] 01/3/2021 07:05

Looking forward to 4th March Admission day when Evgen will be fully funded for the forseeable to "dramatically accelerate" development of their multiple disease target pipeline......i'm sure Huw will have plenty of postive material news updates in the coming weeks, to drive the share price to new highs.....Fill Ya Boots.....back to Double figures in a blink. ;-)

[moneymunch] 28/2/2021 21:35

Lol, yes indeed, those waiting for 8p to get in , apart from those that have done so through their entitlement, will have to pay 10p plus before they know it...Gl...On and Up!!! :

[amaretto1] 28/2/2021 09:33

Thank god... i knew and realised this in 2019 !!!Onwards and upwards.

[moneymunch] 28/2/2021 07:50

" Two of the most recent examples are the placings by Evgen Pharma plc, the clinical stage company focussed on the treatment of cancer and inflammation, and Synairgen plc, the respiratory drug discovery and development company, both listed on AIM. These biotechs are suddenly in the enviable position of having to choose between scaling back allocations or only accepting the money on the table from specific investors."

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Booming biotech sector allows for choices over investment

Out-Law Analysis | 23 Feb 2021


There has been a growing interest in biotech companies since the onset of the Covid-19 pandemic. Over $13 billion was invested worldwide in biotech companies in 2020 alone.

As a result of this increased flow of capital into the sector, biotech companies are becoming more selective about the investors with whom they choose to partner, taking a longer term view than might have previously been the case in a sector in which the cash burn rate from R&D is well known.

This theme of the discerning biotech was a central focus at the recent LSX World Congress. This annual event brings together life sciences industry executives – from those involved in start-ups to those leading the world's biggest pharmaceutical companies – and the investment community.


Investors without any particular insights into the sector are naturally drawn to the human stories behind products, and in the biotech sector there is no shortage of narrative that companies can play on

Widening interest in the sector

Specialist healthcare investors know that investment in biotechs requires a long-term view, recognising that it can take years of research and substantial capital for companies to develop new products and deliver meaningful returns on their investment. The risk involved in picking the correct companies to invest in, and at the right time, has meant that the sector has been the domain of specialist investors who understand the science.

This changed with the onset of the pandemic when a growing number of investors recognised that, with so many biotechs pivoting ongoing trials to test whether existing products in development had application to coronavirus, any good news from those companies could lead to substantial bumps in share prices, often in excess of 100%. The potential size of these returns suddenly outweighed the risk that had previously made non-specialist healthcare investors wary of the sector. Moreover, driven by the turmoil in sectors such as retail, hospitality and airlines, companies in the life sciences sector felt like a relatively safe place for institutions to invest.

A McKinsey study highlighted at the LSX World Congress indicated that, while biotechs listed on the public markets did experience a downturn in share prices in spring 2020, that downturn was short-lived, with average share prices rising 39% in Europe, 37% in the US and 106% in China between 1 January 2020 and 19 January 2021. As a result, much of the recent investment interest in the biotech sector has been from non-specialist investors whose attention has been drawn by the sector's resilience to the Covid-19 pandemic.

Industry success stories also help to raise the profile of the sector. The rise to international prominence of German biotech BioNTech, following its partnership with Pfizer and development of a Covid-19 vaccine, is an example of the attention the sector is gaining for its innovation and real-life impact.

Investors without any particular insights into the sector are also naturally drawn to the human stories behind products, and in the biotech sector there is no shortage of narrative that companies can play on. For instance, with recent advances in the use of data and technology, companies have been able to focus their innovation around a 'patient-centric' approach to medicine, with personalised medicine, including cell and gene therapies, which show such promise in the treatment of rare diseases, coming to prominence. Increasingly, the 'story' behind, or theoretic potential of, a product is more important than the data behind it, particularly for non-specialist healthcare investors.

This growing interest in the sector has resulted in many of the equity fundraisings conducted by publicly traded biotechs being significantly over-subscribed, as more investors have sought to put their faith in biotech stocks. Two of the most recent examples are the placings by Evgen Pharma plc, the clinical stage company focussed on the treatment of cancer and inflammation, and Synairgen plc, the respiratory drug discovery and development company, both listed on AIM. These biotechs are suddenly in the enviable position of having to choose between scaling back allocations or only accepting the money on the table from specific investors.

In addition, the increased flow of cash into the sector is prompting competition between investors about the timing of their investment, with an increasing number prepared to invest earlier in the life cycle of a biotech, often at the 'Series A' funding round. Certain funds that traditionally have been focussed on public markets are re-assessing this focus and looking more closely at early stage biotechs. Marshall Wace and Third Point are two big hedge funds that are currently raising money – $400m and $300m, respectively – to invest in privately held healthcare companies that are between six months and two years out from IPO, with a view to holding on to those companies after they list.

While the recent returns on many investments in listed biotechs is impressive, some investors are recognising that even they can be dwarfed if they give their backing to the right company early enough in its development. Those investors know that the best value will come from investing early in a company at cheaper valuations, with the rewards coming if that company has a product approved. The risk/reward analysis has been tipped in favour of reward by the evident strength of biotechs over the last 12 months.

[bocker01] 27/2/2021 21:28

Tomoz is the 2-weeks passed anniversary of managing your own thread MM or so I believe, congratulations on making it so far and one hopes you are bearing up well under the strain! Plenty to look forward to though... makes it much more fun...