Motif Bio Share Discussion Threads

[buywell3] 24/5/2019 11:30

Yes it does ask the FDA

[bountyhunter] 24/5/2019 10:06

Cut out posting guesswork as fact buywell, you know very well that additional data does not necessarily mean an extra trial as we don't know the details from the meeting yet.

[bermudashorts] 24/5/2019 09:18

Excellent interview from GL

www.proactiveinvestors.co.uk/companies/stocktube/13472/motif-bio-s-graham-lumsden-updates-on-fda-discussions-and-iclaprim-potential-13472.html

[cpap man] 23/5/2019 15:23

KAV



Some nice words in the morning note from the highly respected mining analyst John Meyer at share price Angel ref: LSE:KAV / www.kavangoresources.com /Tw*tt*r = #KAV



Kavango Resources (KAV LN) 3.6p, Mkt Cap £5.7m – Laws of probability to be rewritten after Kavango strikes mineralisation in first and second drill holes under Karoo sand in Botswana

Kavango, which is exploring for a large-scale bushveld igneous-type mineralisation reports results from a second drill hole in Botswana.

The team which are highly experienced in the geology of the region have used geophysical data and remote sensing to establish drilling locations.

Remarkably, the first drill hole hit mineralisation under the sandy Karoo sediments
Even more remarkably the second drill hole is reported to have also hit mineralisation including copper in chalcopyrite with a 1.5% XRF gun reading. X-Ray Frequency gun readings are not considered to be reliable due to their potential for miss-reporting but we do place some value on the readings when in the honorable hands of Messrs. Foster and Moles.

The first drill hole hit a 200m zone of intensely altered rock with indicative cobalt values of up to 0.9%, averaging 0.2% cobalt and >70m of elevated copper, zinc, lead and nickel values.

Conclusion: Kavango is worth watching and we await results from drill core assays. While we never doubted the skill of the geological team we are surprised and impressed to see two sets of mineralised results in so short a time frame. Well done team!

[buywell2] 23/5/2019 15:20

A whole new load of testing , both pre clinical and then clinical is going to be needed for this 'combination drug '


Do the maths re costs

[small crow] 23/5/2019 13:19

War of the Autobots at the moment.

[andrewsr] 22/5/2019 18:52

Even with additional trials/data, they're within a gnat's whisker of approval for a new antibiotic at a market cap of £24m. With approval they must be worth several £100m, if not a lot more, minus the cost of providing the additional data, that's still a shed load of money. They're hardly likely to be short of offers of finance, jv's or buyouts. There must be dozens of pre-Phase I drug companies on much larger market caps, who have also got virtually no money in the bank.

[bermudashorts] 22/5/2019 18:28

We don't even know whether a trial is required or not yet. If it is, there is the possibility to run another trial in HABP rather than ABSSSI.

[best1467] 22/5/2019 18:02

Looking at a heavily discounted rights issue the question is what price will they get it away at will depend on the size and length of trail required ido fear the worst unfortunately.

[pre] 22/5/2019 15:24

will they need to raise cash? Placing at what price as 'additional data likely' from FDA per AGM...

[banshee] 22/5/2019 14:30

The latest RNS just restates what was said in the Feb 14th RNS, hence the limited reaction

In Feb RNS

"The CRL states that the FDA cannot approve the NDA in its present form and indicates that additional data are needed to further evaluate the risk for liver toxicity before the NDA may be approved"

Today's RNS

"Additional data likely will be required to address the Agency's concern about a risk of liver toxicity, the size and scope of which will determine the specific next steps

-- Motif Bio to provide an update once the minutes of the meeting are received "

[letmepass] 22/5/2019 14:01

Re trail needed. More money required

[andrewsr] 22/5/2019 13:06

It may be a 50:50 gamble for further trials or labeling/approval, but IMHO outright rejection is extremely unlikely. In view of the information available and all parties trying to progress this, no one would have any credibility if rejected outright, including the FDA.

[philipc240] 22/5/2019 12:39

Exactly, its a gamble either way. Downside could easily lose half your money from todays price.....but at best triple money on good news, long term ten bag from todays price.

Summary: only invest what you are prepared to lose in this stock.

[rk23] 22/5/2019 12:09

I hold a large chunk from under 9p, I personally think its 50 50 gamble.

[telbap] 22/5/2019 11:50

Nope just an illiquid share with some buyers pushing up the sp

[tidy 2] 22/5/2019 11:34

Positive leak indicator imo. Big pot of cash loaded up and happy to pay premium.

[tidy 2] 22/5/2019 11:12

Was 8p to buy at the time. 8.19 paid.

[tidy 2] 22/5/2019 11:10

It was a bit at premium.

[rk23] 22/5/2019 11:01

I think what is showing as big sell at 9.55 was actually a buy.

[telbap] 22/5/2019 08:40

Wow tumble weed town in here. Hurry up with those minutes please.

[telbap] 20/5/2019 11:31

@andrewsr.....that is gold!:/)

[andrewsr] 20/5/2019 07:37

You're forgetting which username you're using, try one of the others.