Evgen Pharma Share Discussion Threads

[timbo003] 23/9/2018 18:15

Sir Alex Ferguson now seems to be back in fighting form after his SAH scare back in May this year (see link below)

He is definitely one of the lucky ones

  




  


Link to Investor day slide deck: The SAS trial in haemorrhagic stroke 

[nobbygnome] 22/9/2018 19:16

>> Blakeysangel

I have sent you a private message via the ADVFN messaging system. You can access it from the top left of the front page.

Nobby

[blakeysangel] 22/9/2018 18:57

Timbo003

I shall update on how things are going,I'm always try to be positive 😀😀

[nobbygnome] 22/9/2018 18:51

So the question is how on earth is this company only valued at £18 million with all the potential indications. Vadim highlighted the undervaluation compared to its peers and for me it is absolutely stark. Remember failure in one indication does not preclude success in one of the many others!

[dave444] 22/9/2018 18:04

They can also do it out of teaching hospitals interest

[peterm10] 22/9/2018 15:43

Thx all, appreciate it

[pdt] 22/9/2018 15:30

Timbo - that's interesting to know, thanks.

One of EVG's strengths is that they have a platform offering with SFX-01. Hopefully, they remain independent long enough to develop some of these other indications.

Investigator led clinical studies in Stroke, Autism, NASH etc will not be too expensive if they are supplying product (SFX-01) yet still benefit from the commercial upside.

Exciting times.

[timbo003] 22/9/2018 12:39

>>>>>peterm

A prophylaxis claim would probably require a very large trial(s) which would need to be conducted over a very long time period and it would probably be the sort of study which would be conducted after the product had been established for treating patients with the disease (possibly after patent expiry).

These sorts of prevention studies are often funded by public health bodies such as NIH

[timbo003] 22/9/2018 12:15

>>>>>PDT, there was a comment (from either Sally or Stephen) during the meeting that Evgen are now receiving inbound requests from resarchers for supplies of SFX-01 on a more or less weekly basis.

>>>>>Blakeysangel, good luck with your battle and most importantly, remain positive.

[peterm10] 22/9/2018 12:03

I still think the biggest benefit and market could be as an over the counter preventative. I have no idea how a drug gets to that position but be very happy to be educated :)

[pdt] 22/9/2018 09:20

New research published on Sulforaphane and Ovarian Cancer in the International Journal of Molecular Medicine

From the Abstract;

It was found that sulforaphane effectively suppressed the progression of human ovarian cancer cell proliferation, migration and cell cycle, and promoted apoptosis. Sulforaphane inhibited multiple cancer‑associated signaling pathways ...Sulforaphane synergized with cisplatin to suppress the cancer cell proliferation and enhance ovarian cancer cell apoptosis. Xenograft experiments in vivo confirmed that sulforaphane effectively suppressed tumor growth by inhibiting ovarian cancer cell proliferation through targeting tumor‑related signals. The results indicated that sulforaphane may be repurposed as an effective anti‑ovarian cancer agent, with further preclinical or clinical investigations required.

hXXps://www.spandidos-publications.com/10.3892/ijmm.2018.3860

The full article is available to freely download.

I would have thought that over time EVG will be increasingly approached to supply SFX-01 for use in clinical trials in various cancers.

[blakeysangel] 21/9/2018 21:25

I'm not scientific just believe you have to try these new drugs otherwise treatment for others will never improve I appreciate any information.lifes a roller coaster at the moment.

[nobbygnome] 21/9/2018 21:17

PS I have no idea whether you have a scientific background. But if not, I can tell you there is a sound scientific basis to the drug (despite what francisgalton says about cost not justifying its use!) which backs up the mode of action. I hope that can help you in fighting the disease.

[blakeysangel] 21/9/2018 21:14

Nobbygnome,
It's all good for me so far😀

[nobbygnome] 21/9/2018 20:43

Great to hear your experiences. I don't know how much you are allowed to say about your experience with the drug but it would be good to hear how the treatment is going for you.

All good luck. I think half the battle about fighting any disease is in the mind and clearly you are doing that! I have worked in the Pharma industry for 28 years and I would never give up on anyone. That is what drove me every day!

[blakeysangel] 21/9/2018 20:37

Hi nobbygnome I did join yesterday but have been viewing the shares and bought some since I started the treatment . I have had no other treatment yet for my stage 4 cancer but I was on tamoxifen for my stage 2 cancer which was diagnosed in 2015. This had stopped working so I started the trial, I'm now on week 16 with no progression... Crossed fingers. I'm enjoying the posts except when people persume I'm about to pop my clogs or not worth treating( not you) but I saw a post from someone else insinuating this, Im a fighter and I plan to go on for a long time :)

[nobbygnome] 21/9/2018 16:51

>> blakeysangel

I see you only joined ADVFN yesterday......but will take your post at face value.

I was only reporting what I was told in presentations and I think you will acknowledge it is a late stage treatment which is only used after other drugs have failed.

I wish you all the best for the future and hope your treatment goes well.

Nobby

[pdt] 21/9/2018 15:16

Also from the presentation it repeats earlier news that none of the analogues were as potent as SFX-01 re NRF2 activation. So they are using the best version for the SAH trial.

I note some people are unimpressed with the STEM trial results to date. However the expert in the field Dr Sacha Howell from The Christie seems positive about the potential.

It has now been tested in the "salvage" setting with some success which will presumably improve when tested at an earlier stage and with the most appropriate hormone treatment in combination. There may even be a more potent analogue to use. Disease was stabilised for 30% of patients (6 out of 20) up to at least week 18. One patient has had her disease stabilised for 18 months. Given how safe it is I would have thought people would choose it and doctors would recommend it before another course of chemo which does have side effects.

Evgen have been quite open that they need to partner going forward. I am aware of at least one big pharma going down the route of eliminating cancer stem cells as a way forward. It is therefore probably of interest to someone if the final results are similar to the interim read.

This is only a sub £20m company so it will not take much to set this alight even with a small deal or indication of a small improvement for people suffering SAH.

[timbo003] 21/9/2018 11:11

A couple more insights from Tuesday (provided mainly post meeting by Prof ADK).

Sulforaphane is the most potent natural NRF2 activator found to date, other natural NRF2 activators include other sulforaphane analogues such as 6-MITC, which is largely responsible for the fiery sensation experienced when eating wasabi







The other main type of naturally occurring NRF2 activators are plant terpenes (such as geraniol), these tend to have weaker activity than sulforaphane and its analogues, although addition of electrophilic groups to the terpene scaffold can increase activity.





Brassicas probably evolved to produce sulforaphane as a defence mechanism against attack by insect lava. The Large white (Pieris brassicae) is one of only a few species which have evolved to overcome these defences and they are thought to achieve this by having an enzyme inhibitor in their gut that prevents the breakdown of Glucoraphanin by the enzyme myrosinase











(from Prof ADK's slides: )

[blakeysangel] 20/9/2018 23:08

Nobbygnome you need to get your facts right on the group of people in the phase 2 MBC trial, I'm on that trial and yes I'm not going to be cured but I have lots of other treatments still available to me that I have yet to try, I'm at the start of my MBC journey and I find some of the comments about the people being treated quite disrespectful

[timbo003] 20/9/2018 22:55

>>>Supernum, agreed, they will need one or more partners, or a lot more cash to make meaningful progress beyond the two readouts later this year.

If the SAH study were to be successful, then SFX-01 that should be relatively easy to licence out for further development for that indication, as it would have orphan status, the current SOC is fairly ineffective and there is not really anything else currently in development for SAH.

My current view is that the Probability of Technical Success (PTS) is lower for SAH than for MBC, but I would love to be proved wrong on that



>>>>dave, if your question was directed at me, the answer is yes (Sanofi, Novartis and GSK) but that was a while ago now.

[supernumerary] 20/9/2018 22:28

timbo - not sure where your jibe about pedantry is aimed. In 666 [sic!] you wrote:

'You never run oncology studies with a placebo arm.'

If you meant 'placebo-only arm' then you should have said it; by all normal standards, what you wrote is simply wrong - more or less all these trials have a control arm with placebo (usually also with SoC).

So I suggest that in picking up an earlier comment about placebo arms and taking it literally, which was surely not intended, your pedant's hat must have been jammed firmly on your own head and that's a good place to start looking for it.

In the light of your slide, I think Evgen and I agree that there's another Ph 2/3 to come, and, assuming that works out OK, I would suggest another Ph 3 after that. They say 28 months for the Ph2/3, I would add a further 24 months minimum for the Ph3 (possibly much more if they're adding OS as a primary endpoint), making a grand total of over 4 years (do check my sums!) before they can file for approval.

I've got no problem with this at all - it's par for the course - but investors need to understand that for any more than a trader's turn, money will have to be invested for years to come with a very uncertain outcome.

They need a partner, else shareholders will have to support 5 years financing, but at the moment they haven't produced anything in cancer that would merit a blockbuster deal. There's a risk of falling into that yawning valuation gap between buyers and sellers: in my experience, it's better to accept a low-ball offer rather than hang on in hope, but boards are often very reluctant to do this.

BTW I haven't looked at stroke and other indications - maybe there's value there that would justify big pharma loosening the purse strings?

[dave444] 20/9/2018 20:22

Have you ever worked in big pharma?

[dave444] 20/9/2018 20:20

The main problems with NICE revolve around cost so you cannot assume what cost/benefit EVG will apply

[timbo003] 20/9/2018 20:15

Where is my pedant’s hat?

Agreed, you need Randomized Controlled Trials (RCT) for Phase III Oncology studies, but the control group never receives just placebo, instead they will typically receive standard of care (SOC) plus placebo.

The SOC is likely to be one or more active drugs, which have previously been shown to be effective in the indication.

Evgen has already mapped out what the clinical program might look like, should SFX-01 be progressed beyond the current study for MBC (see slide 20 of slide deck below) needless to say, both studies are RCTs.

If SFX-01 does look good for MBC, I suspect Evgen will be looking to conduct studies in patients with earlier stage BC, as from a mechanistic and safety perspective, it looks as if it might be ideally suited for prevention of metastasis.