Evgen Pharma Share Discussion Threads

[moneymunch] 17/3/2021 20:10

Lol....she is gorgeous,so hardly surprising.;-)))

[bumpa33] 17/3/2021 20:02

In the words of Jerry McGuire, it’s time to “show me the money” Huw. You’ve had the cash, now buck your ideas up and give us something we can get our teeth into.



And no, that doesn’t mean another soddin’ interview with Katie “stumble over my words” Pilbeam.

[moneymunch] 17/3/2021 12:34

Another large trade, the 590k trade and once again priced as a buy.....i'm sure the MM's are happy to mop up all those that are prepared to sell their shares under 8p, whilst the Smart Money continues to accumulate, and when the placing shares settle in firm hands.....sooner or later this is going to re-rate, especially on the back of a nice update from Huw. Gla ;-)

[moneymunch] 17/3/2021 07:28

Sooner or later.....true and fair value will prevail. Gla ;-)

Developing a new class of pharmaceuticals- based on highly biologically active “sulforaphane”- applications in multiple therapeutic areas based on a network of targets

Four target diseases in cancer and inflammation, each with high unmet clinical needs

Unique platform technology– Sulforadex, stabilises unstable sulforaphane, lead SFX-01

Strong, granted IP covering composition, manufacturing and novel derivatives

Highly experienced board and management

Businessmodel: establish proof of concept and partner. Multiple value inflection points

Recent Achievements

mBC Commencementof pre-clinical collaboration with University of Manchester and The Christie Hospital. Generate data to optimise positioning of SFX-01 in breast cancer treatment following promising Phase2a clinical data.

Out license market average: $19m up front, $144m total, 10-14% royalty

ARDS/COVID First patient recruited in STAR ARDS trial. Now 102 patients recruited
190,000 ARDS patients in USA/year pre COVID

Out license market average: $35m up front, total $325m, royalty n/a

GLIOMA Receipt of powerful pre-clinical data including significant survival benefit.

Out licence market average $11m up front, $90m total, 8-12% royalty

ONC3 Collaboration underway with a prestigious academic institution on a target relevant to solid tumours and bloodcancers

PARTNER Sulforadex technology licence concluded with Juvenescence for non-pharmaceutical applications using naturally derived sulforaphane $10.5m in milestones/options plus royalty. Market launch in 2023

[moneymunch] 17/3/2021 07:12

Tayside Clinical Trials Unit
@TASC_TCTU
·
16h

We want to say a massive 'Thank you!' to all our STOP-COVID and STAR-COVID trial participants who were part of over 1 million people, across more than 100 trials, involved in #ResearchVsCovid along with all the incredible medical staff.
❤️
🧡
💛
💚
💜

[moneymunch] 16/3/2021 21:56

Presumably Octopus Investments £1.75m share purchase is a strong indication that they hold Evgen's prospects and potential in high regard and highly promising and are here for the long term to help unlock Evgen growth potential. Gla :-)

[moneymunch] 16/3/2021 21:42

Investing in fast growth companies and how best to go about it

1 week ago


In the recent budget the Chancellor Rishi Sunak talked the importance of helping growth companies particularly in sectors like technology and the creative arts and media to flourish as part of rebuilding the UK’s economy.

He claimed a future economy requires the UK to be at the forefront of the next scientific and technological revolutions and announced £1.6 billion today to “continue the rollout and improve our future preparedness”.

To attract high growth, innovative companies he is launching two wide-ranging consultations: “to make sure our research and development tax reliefs – and our Enterprise Management Incentives – are internationally competitive”.

He also announced steps give the pensions industry more flexibility to unlock billions of pounds from pension funds into innovative new ventures launching a new Future Fund Breakthrough, to help fill the scale-up funding gap and change the rules to encourage more companies to list in the UK.

.........


Paul Latham, managing director at Octopus Investments, said: “The sustained demand for VCTs is not surprising when you consider the impact of pension restrictions, reinforced by the decision to freeze the pensions Lifetime Allowance in this week’s Budget. As these areas become squeezed, people are increasingly looking to VCTs to enable them to invest tax efficiently to complement their pension.

“Strong inflows into VCTs will be welcome news for the UK’s early-stage companies, with investors using this opportunity to back some of the most promising British technology businesses, many of which are in a great position to scale but still need funding to realise their full potential. These businesses can play a meaningful role in driving our economic recovery with VCTs providing critical patient capital to allow them to unlock their growth potential.”

[moneymunch] 16/3/2021 21:36

Investing in UK Smaller Companies via EIS: join Octopus Ventures’ webinar Thursday 18 March

BYSUE WHITBREAD

MARCH 16, 2021

IN EVENTS, ;GBI, NEWS

For professional advisers and paraplanners only. Not to be relied upon by retail investors.

If you’re considering EIS for some of your clients but would like to get into some of the detail, you might want to join Octopus Ventures for a webinar this Thursday, 18th March 2021 at 11:00am. It will consider how you can help your clients to invest in UK Smaller Companies via an EIS. 

[hodhasharon] 16/3/2021 21:05

Thanks everyone. I’m holding strong.

[lovewinshatelosses] 16/3/2021 21:04

I toyed with selling my placing shares, but decided against it. When a placing happens, it really is a roll of a dice whether or not you will revisit the placing price or lower, as far as I can see. DNL is another that I now remember too.
Does anyone know the typical margins that Octopus or RAB tend to aim for with their small cap investments? Just curious really and cannot find anything obvious in the public domain that offers a fair guide.

[moneymunch] 16/3/2021 20:45

Hi lovewins, there's also probably quite a few pi's who've participated in the placing including additional shares, who have been selling early because the share price hasn't moved as quick as they hoped, and so I can't see the MM's raising the share price too much until they've been mopped up and/or solid news arrives....we're getting close I reckon. ;-)

[moneymunch] 16/3/2021 20:33

Most definitely HH, Evgen's cash position couldn't be stronger and will now dramatically accelerate development of their multiple disease target pipeline, which means potential positive newsflow from Huw could come thick and fast to take the share price to new highs , and of course near term, we also have early interim efficacy data on SFX-01's Covid/Ards patient trials to look forward to, where positive data would be a complete game changer and truly Transformational for all concerned....there's not many other Bio's valued at £21m with £13m cash in the bank with so many shots on so many targets ....Big pharma must be watching very closely imho...Gl :-)

[lovewinshatelosses] 16/3/2021 20:24

Yes, in spite of the nagging doubts which will only begin to ease when we return to the 16p range, for starters. I agree though that our new investors will not be simply looking for a double bag. We have gone below the placing price because those who decided against joining the raise want out, whatever the price IMO. Once we shift them, we can begin the climb again. It seems to happen more often than not in the small cap sector. I have witnessed it with SNG, 4D, C4XD, SBTX and AGL, off the top of my head, and a number of others too. So maybe we will see a new year low before the march up - but I'm holding for news now, good or bad. GLA.

[hodhasharon] 16/3/2021 20:08

Are we all still long and strong?

[moneymunch] 16/3/2021 19:41

Lol HH, I'm hoping for something similar from Huw as he starts to deliver multiple newsflow from across the pipeline, in the meantime we just need the placing shares to settle into firm hands and then it'll be all systems go!!! :-))

[hodhasharon] 16/3/2021 19:23

Mm, would it be possible to provide a MoneyMunch’s Weekly EVG Roundup on a weekly basis? Saves me tracking all changes etc

[moneymunch] 16/3/2021 19:06

Sounds good amaretto1, and £700k invested, £1m by Chelverton and £1.75m by Octopus as well as Axa and Seneca doubling up, a strong show of confidence in Evgen's multiple pipeline. Gl :-)

[amaretto1] 16/3/2021 17:11

And they are NOT big risk takers..Risk/ reward must be pretty good

[amaretto1] 16/3/2021 17:10

i know RAB .. dealt with them 20 years ago ....EVG must have something big .. because they don't work for penny's.

[moneymunch] 16/3/2021 15:35

RAB is a private company that invests in a wide range of assets based on fundamental analysis. RAB currently targets investments in small companies, both listed and private, and real estate development opportunities.

[moneymunch] 16/3/2021 15:34

Cheers On Target ;-)

At Chelverton we invest in proper companies, that do proper things, managed by sensible people. Founded in 1998, we are a boutique asset management business with a specialist focus on investing outside the top 100 UK equities, and unquoted SMEs. Our select range of investment products and services is carefully considered and meticulously executed. We are an exceptionally focused company, offering Professional Investors, financial intermediaries, institutional investors and family offices direct access to the very best quoted and unquoted equity investment expertise. We pride ourselves on our solid client relationships and reliable long‑term performance. Our investment approach is based on taking a 360-degree view of a company to seek out investments of fundamental value.

[on target] 16/3/2021 15:22

Updated shareholder list on the evgen website (thanks to lse poster):



AXA Framlington 23,848,884 8.7%
Octopus Investments 21,875,000 8.0%
SPARK Impact 16,186,446 5.9%
Seneca Investment Managers 14,932,071 5.4%
Chelverton Asset Management 12,500,000 4.5%
RAB Capital 8,750,000 3.2%
Newlands Capital 8,314,815 3.0%

AXA and Seneca have doubled up and a bit more.
SPARK no change, so their % has halved.
Mercia and TS have been diluted to below 3% or sold out.
Chelverton and RAB are new.

I make it at least 5 TR-1 RNS's due from that lot.

[moneymunch] 13/3/2021 19:35

Well, it seems to work on Rabbits, and maybe as early as next month before we find out if it works on humans!!!???...Gla :-)

Abstract and Figures

The effect of sulforaphane on nuclear factor erythroid 2-related factor 2 (Nrf2) and its protective mechanism for lung injury in rabbits with acute respiratory distress syndrome (ARDS) were investigated. Thirty rabbits were randomly divided into control (n=10), model (n=10) and experimental groups (n=10). Rabbits in model group and experimental group were treated with femoral venous injection of oleic acid to establish the ARDS model, while those in control group were injected with the same volume of normal saline. The experimental group received intravenous injection of sulforaphane. Twelve hours after modeling, the clinical manifestations and deaths of rabbits in each group were recorded and compared, including blood gas indexes, lung index (LI), alveolar damage coefficient, serum Nrf2 expression, as well as messenger ribonucleic acid (mRNA) and protein expression of Nrf2 in lung tissues. Pink frothy sputum and death were observed in rabbits in model group and experimental group, but the number of such cases in experimental group was smaller than that in the model group (p<0.05). Compared with those in control group, LI and IQA in model group and experimental group were increased, but LI and IQA in the experimental group were significantly decreased compared with those in the model group. Compared with those in the model group, the blood gas indexes (PaO2, PaCO2 and SaO2) in the experimental group were significantly increased (p<0.05). Nrf2 in serum and lung tissues of rabbits in experimental group was significantly increased compared with that in model group (p<0.05). Sulforaphane significantly inhibits ARDS in rabbits and plays a protective role in ARDS through upregulating Nrf2.

[dutch123] 13/3/2021 10:22

The Beauty of Evgen SFX-01 is it isn't a one trick pony, hxxps://star-covid19.com/home/trial-information/

[moneymunch] 12/3/2021 20:52

Surprised that we haven't had more disclosures so far, maybe next week as they continue to mop up the saps that are prepared to sell their shares at 8p and below...Hello!!! ;-)))