Evgen Pharma Share Discussion Threads

[moneymunch] 17/7/2021 12:20

Especially if anyone had sold out at sub 5p or more likely was spread betting short at sub 5p, not expecting the two RNS news updates so quickly after the Star trial RNS and now we have Mr Kight unexpectingly loading UP, driving the share price higher...Gla ;-)

ps kingalf, i'm not suggesting that's what you're UP to...;-)))

[on target] 17/7/2021 11:49

Occam's razor states the simplest explanation is usually the correct one.

The simplest explanation (that he believes EVG is a good investment) of course does not sit comfortably with anyone currently 'out'.

[amaretto1] 17/7/2021 11:20

Let me guess .... u don't currently hold ?

[kingalf] 17/7/2021 11:17

No hidden agenda amaretto, I've been very transparent with all my posts and have made it crystal clear when I'm holding and when I've sold out. I was about to say how nice it was to express an opinion without a negative backlash, but then unsurprisingly the site reverts to type.

[amaretto1] 17/7/2021 11:03

Your post are irritating .. to say the least ... your odviously articulate ..But I'm picking up on a hidden agender going on with you and your posts !!

[kingalf] 17/7/2021 10:55

nobbygnome makes you think how much lower the price would have been if he wasn't buying. Another thought came to mind, is there not a tax advantages to investing in pharma research companies, could all be part of some complex tax arrangement. Still if you factor in the current cash position plus the approximate 7.5m coming from Juv, he is buying in at around a 24% discount at current prices. Silly really but the only negative from Kight perspective is the cash burn ratio, still we'll soon be enlightened by his real intentions.

[amaretto1] 17/7/2021 09:24

That's your opinion ! Any one taking a 5 percent stake in any company, i can assure you is not in for the short term trade...He's odviously privy to the huge potencial, I'm not happy with the share price at all, but it does give private investors the same opportunity price wise...For those that are just taking a position ....Sadly I'm not one of them, my position has now a avg of 10 pence !!

[moneymunch] 17/7/2021 09:20

There is some concern recently reported by UK Gov on the use of CDK4/6 inhibitors, which could potentially add significant interest in SFX-01's therapeutic properties in treating patients who have developed CDK4/6 resistance given SFX-01's strong safety profile which presumably includes safety data from patients who were involved in SFX-01's STEM trial??? Gla ;-)


CDK4/6 inhibitors (abemaciclib, palbociclib, ribociclib): reports of interstitial lung disease and pneumonitis, including severe cases

Cases of interstitial lung disease and pneumonitis have been reported in patients receiving CDK4/6 inhibitors indicated for some breast cancers. Ensure that patients taking these medicines are aware of the need to seek advice right away if they develop new or worsening respiratory symptoms.

From: Medicines and Healthcare products Regulatory Agency

Published 17 June 2021

[holycow1] 17/7/2021 09:16

Mr Kight could have been sat on 2.99% holding prior to the failed Star RNS.
We do not know his average...could be like many of us simply averaging down.
Or he could know of someone in the successful stem trial and taking advantage. Its all guess work.
Let's see what next week brings.. would not be surprised to see another Tr1.

[moneymunch] 17/7/2021 09:09

14/6/21

Evgen Pharma plc (AIM: EVG), a clinical stage drug development company, announces new preclinical data which shows SFX-01 may be of benefit to metastatic breast cancer ("mBC") patients who have become resistant to CDK4/6 inhibitors.

Since the STEM open-label Phase II trial of SFX-01 in mBC trial concluded, CDK4/6 inhibitors have become standard of care as the first line mBC treatment for the large group of patients who are estrogen receptor positive (ER+ve). These drugs provide an extended period of progression-free survival, but invariably patients' tumours become resistant to them. Options for such patients are limited, especially since drugs used in this setting are poorly tolerated. Accordingly, Evgen's collaborators at the Manchester Breast Centre, the University of Manchester, are conducting further in vitro preclinical work to assess the impact of SFX-01 in CDK4/6 resistance models. An increasing body of in vitro data from there shows that in these models SFX-01 may suppress tumour growth and metastasis in patients who have become resistant to CDK4/6 inhibitors. In particular, SFX-01 reduces the viability and mammosphere colony formation ability of palbociclib-resistant cells in vitro.

Palbociclib is the leading CDK4/6 inhibitor. Marketed by Pfizer, it had sales of circa $5bn in 2019. Mammospheres are colonies of primary tumour cells which represent a disease-relevant model to study drug effectiveness.

Should these data be reinforced with in vivo work, the Company will pursue a Phase II placebo-controlled study a in second line ER+ve mBC treatment of patients who have failed on CDK4/6 inhibitors. Such a trial could commence in 2022.

The Company's previous open-label STEM trial in patients who had not received CDK4/6 inhibitors demonstrated:

Dr Huw Jones, CEO of Evgen, commented: "It is exciting that the preliminary data set generated by our colleagues at the Manchester Breast Centre suggests SFX-01 may have a valuable role in the treatment of patients who have developed CDK4/6 resistance patients. We will soon be proceeding with the in vivo work and we are working up the design of the next trial."

[moneymunch] 17/7/2021 09:05

Meeting Coverage

ASCO Expert Roundtable: Breast Cancer

'Reassuring' New Breast Cancer Survival Data on Fulvestrant Plus CDK4/6 Inhibitors

— Our expert roundtable discusses the overall survival updates from PALOMA-3 and MONALEESA-3

by Greg Laub, Director, Video, MedPage Today July 14, 2021

At the recent virtual American Society of Clinical Oncology (ASCO) annual meeting, investigators updated overall survival (OS) data from the phase III PALOMA-3 and MONALEESA-3 trials, showing that the CDK 4/6 inhibitors palbociclib (Ibrance) and ribociclib (Kisqali), respectively, have each maintained prolonged survival benefits in patients with hormone receptor (HR)-positive/HER2-negative advanced breast cancer.

[ivor hunch] 17/7/2021 08:36

While I swelcome Mr Kight's purchase of 5% of EVG I wouldn't read too much into it. Looking at Companies House you can see that his company which sells printers and printer accessories is highly profitable, that he and his wife are joint owners and that they draw substantial dividends (all info in the public domain). I suspect someone has suggested that EVG could be a good punt at these levels and that he decided to invest rather than leaving the cash in the bank. He could easily double his money if the shares get back to 10p, and he could easily sell out for a good profit. I doubt that he's in for a long term ride.

[nobbygnome] 17/7/2021 07:08

The real question is how on earth can someone buy 5% of the company in batches and not really affect the share price very much. We need some director buys too although they seem very reluctant and certainly didn't buy any meaningful amount in the placing.

It looks massively undervalued to me.....

[bocker01] 16/7/2021 21:37

He’s got his reasons. He also lives next to EVG and next to Astro Zeneca’s UK research facility. All within 10 miles. All in the posh ceo and footballer belt.Make your own minds up.

[lovewinshatelosses] 16/7/2021 14:59

Delighted to see him increasing his position here, but regarding the cheap finance idea, I would imagine he would have to pay quite a lot more than even 10p to take this company over for any purpose, so do not see it - but always interested in hearing left field ideas, so not knocking it. Not meant as a ramp BTW, just based on that II 8p placing recently, plus the juv deal scope etc.
Anyway, it never pays to look too far ahead, so back to the sunshine while it lasts. GLA.

[tburns] 16/7/2021 14:41

It was also on the holding RNS. I wonder what his target holding is?

[kingalf] 16/7/2021 14:21

Public info, its on company house, anyone can look it up.

[btgman] 16/7/2021 14:14

Regardless of anything else I don't think it is appropriate to post personal details on a bulletin board

AIMHO
GLa
BTG

[kingalf] 16/7/2021 14:09

Maybe his figured out that SFX-01 extends the life of ink cartridges.

[peanut100] 16/7/2021 13:52

Through 5% now. Big balls

[on target] 16/7/2021 13:49

Only a few miles or so from Evgen HQ. Maybe he likes investing in local companies?

[kingalf] 16/7/2021 13:46

Robert James Kight is a director of Printerland, I've looked up his address on company house 11 Warburton Drive, Hale barns, Altrincham, Cheshire, WA15 0SL. If you look up TR-1: Standard form for notification of major holdings, that Kight also has Hale as registered office. Its the same guy IMHO.

[moneymunch] 16/7/2021 13:36

Absolute bargain , commensurate to c£13m cash and exciting oncology pipeline....On and Up!!! Gla :-)

[amaretto1] 16/7/2021 13:33

It should be 10 pence plus ... with those latter RNS !!