Evgen Pharma Share Discussion Threads

[nobbygnome] 23/2/2019 16:00

PS it must be agonising waiting 2 weeks for that answer....

[nobbygnome] 23/2/2019 15:47

>> Blakeysangel

Great news! I cannot believe that Evgen would withdraw a treatment from a patient when it was continuing to show efficacy. That would be completely unethical and won't happen IMHO.

[ih_343095] 23/2/2019 15:18

Best to you Blakeysangel! Do we know when the data will be crunched?

[ih_343095] 23/2/2019 15:18

Best to you Blakeysangel! Do we know when the data will be crunched?

[blakeysangel] 22/2/2019 12:27

So after a 2 week wait the scan results are in... All stable again.. Come on Evgen I need to know the results so I know I can keep taking Stem sfx01..😀

[pdt] 10/2/2019 17:27

I had a read of the article in Nature

Therapeutic targeting of the NRF2 and KEAP1 partnership in chronic diseases



Interesting read, a bit technical for me in places but I followed most of it.

For me my main takeaways were;

- I am glad that lightly cooked broccoli is now a staple in my diet
- I continue to be happy with my investment in Evgen and their strategy
- I suspect larger pharma will be more interested in NRF2 / KEAP1 in the future
- If I had some spare cash I would probably buy some Reata Pharma (despite them being a multi billion cap Nasdaq company already!)
- Looks like there is a more targeted and potentially potent way of delivering SFN which is the structure that Reata use, makes me wonder if there will be a tie up in some way in the future.

[nobbygnome] 06/2/2019 17:58

Good news about the fund purchasing shares.....especially since they have been so successful. I guess this is the point to say that past performance does not necessarily mean it will continue in the future😜.....

But you have to say everything is looking very positive here!

[pdt] 06/2/2019 15:59

Today's RNS may explain the increase in volume traded.

SHARES PURCHASED BY THE PIC EUROPEAN SMALL & MID CAP FUND LTD

A search shows them as number one fund in their sector out of 84 funds in the European Small and Medium Company space.

[blakeysangel] 05/2/2019 16:30

Nobby,
It does, however not sure what would happen if it doesn't go on to phase III, maybe have to broach the subject when I see the onco on 26th Feb...eeekkkkk!!

Pip

[blakeysangel] 05/2/2019 16:09

Hope all goes well on both trials... 35 weeks on SFX01 , scan Friday, crossed fingers 😀. Side affects have been ok, carried on working and doing all my normal stuff.

[nobbygnome] 05/2/2019 15:04

>> PDT

Thanks for putting me right on the number of patients. It does affect the nos because it means we only need 9 responders!

I just find the chance of the SAH trial working very difficult to assess. Clearly it is a very difficult indication....but as you say if any significant benefit is shown, it will be mega for the market cap!

Plenty to be optimistic about here...

Nobby

[pdt] 05/2/2019 14:24

Nobby - the final number recruited was actually 46 (interims in Dec 2018) although it makes little difference to the number of responders needed.

I am more interested in the SAH trial from a company valuation point of view. EDGE on nasdaq had a phase 3 asset in SAH and was valued at £200m. EVG market cap currently £16m. A result showing a small improvement will be met with excitement, given no improvements in treatment in 30 years. The interim mortality numbers reported on this thread were very interesting. Time will tell but it's an attractive risk/reward at this price.

If the cancer trial results can land a partner with a decent upfront to fund the SAH phase 3 trial then we are off to the races!

[nobbygnome] 05/2/2019 13:17

I went back and checked the RNSs in June and my figures above are incorrect. There were 50 patients recruited in the end so to get the magic 20% response rate a further 4 patients are required to have had stable disease out of the remaining 28 patients.

And just to remind you about what was stated in the RNS when they announced that they had stopped recruitment early rducing the overall number from 60 to 50.

'Following the favourable interim read-out, announced on 11 June 2018, the Principal Investigator and the Company's medical adviser believe there is sufficient evidence to conclude that the main aims of the trial, being a favourable safety and tolerability profile and evidence of clinical benefit, have been successfully met. On this basis, the Company has decided that there is no merit in recruiting the full number of
patients allowed under the protocol.'

So I would be very surprised if we don't get an overall favourable result which will lead to the drug proceeding to a phase III trial. Based on this trial alone the company looks way undervalued IMHO. And the SAH trial is there for free as well....

Nobby

[pdt] 28/1/2019 09:27

EVG is conducting pre-clinical work in triple negative breast cancer in Manchester.

Some new research from National Institutes of Health (US government org);

"Sulforaphane suppresses the growth of triple-negative breast cancer stem-like cells in vitro and in vivo."



From the abstract;

We found that SFN can inhibit cell proliferation and mammosphere formation of CSCs in TNBC. Further analysis of gene expression in these TNBC tumor cells revealed that SFN significantly decreases the expression of cancer-specific CR1, CRIPTO-3/TDGF1P3 (CR3, a homologue of CR1), and various stem cell markers including Nanog, aldehyde dehydrogenase 1A1 (ALDH1A1), Wnt3, and Notch4. Our results suggest that SFN may control the malignant proliferation of CSCs in TNBC via Cripto-mediated pathway by either suppressing its expression and/or by inhibiting Cripto/Alk4 protein complex formation. Thus, the use of SFN for chemoprevention of TNBC is plausible and warrants further clinical evaluation.

[pdt] 25/1/2019 10:37

GSK's interest in the area of Nrf2 was mentioned recently and I saw this in a news release in Nov 2018 made by C4XD;

"COPD represents an area of substantial unmet medical need and a $41 billion market(2) and, therefore, activators of NRF-2 are the subject of considerable interest by the pharmaceutical industry. GSK has filed several further patents on their molecules against this target in the last 12 months and is likely to be close to clinical development. C4XD has made critical progress in the programme recently, with multiple C4XD compounds now shown to significantly increase NRF-2 activation in the lungs and other target tissues following low dose oral administration in pre-clinical studies. These novel compounds are currently being optimised for solubility and pharmacokinetic properties ahead of pre-clinical candidate short-list selection."

It seems to me that EVG is very much in the right place at the right time. Especially if they have a good readout in their phase II SAH trial due Q2 2019 :)

[ayl30] 23/1/2019 07:43

Just hang on in there bobby, time will tell if we have backed a good company

[nobbygnome] 23/1/2019 07:33

So a Nature Review paper; you can't get much higher than that! Now that should cause a rise in the price because that sort of validation is rare. However, I very much doubt the dullards in the market will get it....

[ayl30] 23/1/2019 07:07

Today's rns, another brick in the wall

[nobbygnome] 18/1/2019 18:40

>> aoifesweb

This is really not the share for you. Do us all a favour and sell up!

[aoifesweb] 16/1/2019 16:31

Getting worried about the results now with the slow trickle down in the price, especially with it being open label. Are insiders selling out I wonder

[pdt] 11/1/2019 21:25

I thought I would have a look at another company in the Nrf2 activation area, Reata Pharma



The stock price has tripled this year and it has a market cap of just over 2 billion dollars. :)

[pdt] 11/1/2019 20:23

I think EVG have had the lead in SFN for a while now but competition is starting to emerge;



Note the research is by GSK in both US and UK.

Perhaps it is encouraging others are actively researching SFN or will EVG simply be left behind?