Evgen Pharma Share Discussion Threads

[blakeysangel] 20/3/2019 20:38

Timbo003
Just to let you know the breast cancer treatment is no longer a tablet it is now in powder form in a capsule, this was to make it more tolerable.

Longterm.
I’m on first line treatment for MBC. I was given tamoxifen in 2015 for BC , diagnosed with MBC last May , on trial with tamoxifen... no progression since June last year, so I don’t class myself as a salvage treatment as lots of other options when this stops working.

I believe that if this drug had been given to me in 2015 with tamoxifen I may not now have MBC IMO, fingers crossed for next week 😀😀

[nobbygnome] 20/3/2019 17:05

>> s_k

Completely agree. The chart says there is a lovely bowl about to be formed with the top at 25p!

PS great to hear from you!

[dave444] 20/3/2019 16:09

100k rollover

[dave444] 20/3/2019 16:03

22.5p mid is a good daily result

[dave444] 20/3/2019 16:01

Only one left on 22p offer

[dave444] 20/3/2019 15:53

Motoring along nicely - will £1/share be blown apart on news?

[soultrading] 20/3/2019 15:19

30p+ pre-news hopefully.

[sicilian_kan] 20/3/2019 15:14

25p is the natural point for this to rise to pre news.

[nobbygnome] 20/3/2019 14:51

Only one MM left on the 19p offer.....

[ardinno] 19/3/2019 13:29

Apfindley: Wasn’t the 100p price target specified by the previous NOMAD firm, therefore pretty much a marketing exercise rather than an unbiased forecast. I’d love to be proved wrong here so don’t get me wrong!

[nobbygnome] 19/3/2019 13:25

Finncap are aggressively on the bid well above the other MMs so I suspect there may be a few large buy orders in the background

[nobbygnome] 19/3/2019 09:43

>> timbo

Thanks for that information. I don't think I had heard that before and it makes perfect sense. Nevertheless it must still be a possibility that one company would license the drug lock stock and barrel!

[nobbygnome] 19/3/2019 09:42

In my opinion there is no doubt it would work better in earlier patients; I think that is probably true of just about all cancer drugs.

However, EVG have stated previously that the most sensible approach is to go for patients who have failed previous drugs as going head to head with the giants is very difficult. Of course your commercial strategy is vital as it will decide how you design the clinical trials.

[l0ngterm] 19/3/2019 09:23

Thanks.. I would assume then that if sfx works well with a Pfizer treatment then Pfizer will be interested. As it has the potential to expand the duration of Pfizer's other treatments as well.As this trial is at the extreme end of treatment (salvage), I am also curious if you have anyfurthet thoughts on whether the treatment could be used sooner. Fully appreciate that results etc. Have not been shared but do you have any thoughts on this Nobby?

[timbo003] 19/3/2019 09:21

>>>Nobby

I think Evgen have been quite smart on addressing that question for the two current indications under investigation, as they have different dosage forms for each indication. For SAH, the drug is in capsule form (which can be dispersed in saline or water for administration via a naso-gastric tube) and they use tablets for breast cancer. So it would be quite simple to go for a different partner for each indication, although I am not too sure they could justify yet more different dosage forms for additional indications beyond the original two.

[nobbygnome] 19/3/2019 09:14

From memory Pfizer have most of the drugs for this indication. Drug companies like to have a complete package to provide doctors with a suite of drugs for one particular disease and I remember saying previously Pfizer appeared to be the perfect partner.

[l0ngterm] 19/3/2019 09:09

I would imagine the company would be taken over before then. I am keen to see if SFX 01 in the breast cancer trial works with one or more hormone treatments. Not sure if you know what pharma supplies which hormone treatment?

[nobbygnome] 19/3/2019 08:26

I wonder if EVG will license SFX-01 just for breast cancer or for all indications to the same company. As well as SAH there could be multiple other indications such as MS. A good dilemma to have....

[apfindley] 19/3/2019 08:19

They already had a price target here starting at something around 100p.So certainly looking good now with the encouraging results coming in.

[soultrading] 19/3/2019 08:09

The share price here could explode upwards. Everything seems to sound very positive indeed.

[supernumerary] 18/3/2019 11:11

mirako - not necessarily - the whole FDA accelerated approval pathway was set up to use surrogate endpoints eg biomarkers. I'm not sure how that position will change with Gottlieb moving, but I think accelerated approval is a very attractive option for a company like Evgen and they should be looking at it very closely.

[mirako] 18/3/2019 10:43

The primary endpoint in this trial is a biomarker and the FDA will surely want evidence of clinical benefit.

[supernumerary] 18/3/2019 10:39

It's clearly the correct thing to do, and as Nobby says, surprising that it wasn't always the case.

I'm also curious about why they seem to be planning to make the current secondary endpoints into the primary endpoints in the next trial. If they get to the next phase it will be because they've succeeded in this one, so why change a winning formula?