Motif Bio Share Discussion Threads

[timberwolf3] 29/5/2016 08:49

Motif get a good mention in the latest pharmatimes.Lumsden basically say's that Europe needs to stop the chat and pull it's finger out.

www.pharmatimes.com/magazine/2016/june_2016/resistance_is_futile

[hazl] 27/5/2016 11:20

EXCELLENT FINDS PEOPLE......got to do something for the share-price here I would have thought.

[timberwolf3] 27/5/2016 10:29

This suggestion was met with glee by investors in small-cap antibiotics company Motif Bio (MTFB) - a recent IC buy tip - which has a novel antibiotic in the late stage of clinical trials. The group's share price rocketed 10 per cent last Thursday - the day the report was published - amid speculation that Motif could be a target for extra funding should the report's calls be enforced.

[pjj71] 27/5/2016 07:25

Another supportive article in the FT today:

"David Cameron will today urge world leaders to set up a global fund worth $1.6bn a year to reward pharmaceutical companies that develop drugs to fight “superbugsR21;.
The prime minister will present to the Group of Seven summit a report on antimicrobial resistance by Lord Jim O’Neill, the former Goldman Sachs chief economist, who has proposed a global drug development fund worth $16bn over 10 years.
Mr Cameron will also tell the G7 summit in Japan that the National Health Service will set an example by halving the number of inappropriate prescriptions of antibiotics by 2020. This follows Lord O’Neill’s call for action to tackle the excessive use of antibiotics, which increases the opportunity for drug-resistant strains of bacteria to evolve and spread.
The prime minister, who set up the O’Neill review two years ago to come up with solutions to the superbug threat, will also set a target to halve the number of hospital infections such as E-coli by 2020 to reduce demand for antibiotics.
The commitments aim to make the NHS a model for responsible use of antibiotics and to give Mr Cameron the moral authority to push Lord O’Neill’s proposals on the international stage.
Today’s planned G7 discussion on drug-resistant bugs signals growing global recognition of a problem that Lord O’Neill says could have catastrophic consequences. His report, published last week, claimed superbugs could cause 10m deaths a year by 2050, and inflict a cumulative hit to the world economy of $100tn.
Although the annual gathering of G7 leaders is supposed to represent a chance for the rich world to address issues of long-term global concern, there is often a mismatch between talk and action. The O’Neill report was intended to shock world leaders and provide the basis for a global plan.
Mr Cameron will tell the G7 that Britain is acting to curb the spread of super-bugs in animals as well as humans by setting a 2018 target for reduced antibiotic use in livestock and fish farmed for food, in line with Lord O’Neill’s recommendations.
The prime minister will also endorse the idea of working with the global finance and healthcare industries to develop a system for rewarding companies that develop antibiotics and make them available to all who need them.
Lord O’Neill proposed that drug companies should be eligible for a “market entry reward” of up to $1.3bn for each new antibiotic — part funded by the pharmaceuticals industry itself — to encourage investment. Poor returns from antibiotics have led to a drying up of the R&D pipeline, leaving the world dependent on ageing products that are increasingly vulnerable to resistance.
Health secretary Jeremy Hunt said: “The measures to be announced today further reinforce for the international community just how serious we are about tackling AMR [antimicrobial resistance], and the investment we make in doing so will be money well spent in saving lives.”
An estimated 700,000 people a year are already dying worldwide from resistant strains of infectious diseases."

[luminoso] 24/5/2016 22:16

Mentioned here as well

[timberwolf3] 23/5/2016 11:23

Another new article ;
www.growthcompany.co.uk/news/2524106/motif-bio-and-the-ticking-timebomb.thtml

Motif Bio and the ticking timebomb


Lord Jim O’Neill, the former Goldman Sachs economist who coined the term BRICs to describe the four largest emerging markets, has just published a review that he chaired on antimicrobial resistance. This is a ticking timebomb. The over-prescription of antibiotics is leading to microbes developing resistance and raising the prospect of increasing deaths from bacterial infection. There’s a clear requirement for innovative medicines to address this problem. Which is a big opportunity for Motif Bio (AIM: MTFB).



Without innovation in antibiotics, Lord O’Neill believes we could be facing 10 million deaths a year by 2050. That is more than the number of cancer deaths. At the moment it’s easy to be complacent; but we face the risk of returning to the pre-penicillin days, when a simple infection could lead to death.



The review suggests using a tax on the pharma industry to incentivise R&D in this area. The argument is that the industry has focused more on lucrative areas like cancer, instead of more humdrum antibiotics. Of course the rewards for a small company launching a new antibiotic will be huge, regardless of taxes and levies.



Motif is reviving Iclaprim, which is a product with lots of data from earlier trials under its former ownership. Various corporate and technical reasons meant it didn’t progress and Motif acquired the rights. Two phase III trials are now underway and Motif has fast-track designation from the US regulator, the FDA, as well as an extended patent life. The design of these trials has been informed by the earlier data and they should report in the second half of next year. With fast-track approval the product could be in the market by 2018.



The company has been funded to progress Iclaprim into the current pivotal trials but cash burn will now increase. There is a funding gap to fill therefore and management is looking at various options including partnering and a Nasdaq listing. Given the potential gap in value between those options and the current £50 million market cap, this could bring an uplift. However a cash call on existing shareholders would be the least favourite option.



Motif looks like a interesting late-stage play on a theme that is going to get increasing attention from the industry.

[timberwolf3] 23/5/2016 09:23

www.menafn.com/1094778683/These-pocket-rocket-superbug-stocks-could-fly

Motif Bio Plc (LON:MTFB)
You will have read a lot on Motif if you'd been following our coverage since the company listed here in London just over a year ago. In that time its progress has been remarkable, though not fully reflected in the share price, which has more than doubled since IPO.

Its drug, Iclaprim, which is now in phase III clinical trials, is being developed for the treatment of the most common and serious bacterial infections such as acute bacterial skin and skin structure infections (ABSSSI) and hospital acquired bacterial pneumonia (HABP).

This includes hard-to-treat conditions caused by resistant strains such as MRSA (methicillin-resistant Staphylococcus aureus) and MDRSP (multi-drug resistant Streptococcus pneumoniae) that have become prevalent in patients in both the community and hospital settings.

Since listing in April 2015, Motif has met an aggressive timetable to get to the point of dosing patients with iclaprim. It has obtained regulatory approvals to commence phase III trials; raised 25m to fund the trials and appointed Covance to conduct the trials.

It has also gained qualified infectious disease product designation, giving iclaprim up to 10 years of US market exclusivity and fast-track designation for iclaprim.

With a valuation of 48mln, it is fair to say the UK market is overlooking the potential of Motif. Drugs giant Actavis paid427mln for the company developing Dalvance, an antibiotic similar to Iclaprim that is now on the market. ORBACTIV is another similar drug out there and the jewel in the crown for The Medicines Company, listed on NASDAQ in the US and worth 1.7bn.

[timberwolf3] 23/5/2016 08:20

This might get attention tomorrow after tonights Panorama.

[adorling] 19/5/2016 14:32

...Hazl, agree with you on that given we are a UK Company. Graham Lumsden CEO will definitely take Motif to Nasdaq listing by end year which will really have impact given the valuations afforded to US competitor companies. Nice to see us up 11% today.

New investors should watch some of GL interviews (see links above) to understand this exciting opportunity.

[hazl] 19/5/2016 14:24

I still have a token few here adorling. I thought that the piece in the S.Times last week was quite informative but they could have given us a mention. 8-)

[adorling] 19/5/2016 11:51

Nice to see someone else join this board commenting on the significant upside of this area of research and clinical trial outcomes. What sets Motif apart is that Iclaprim is a truly novel antibiotic creating a a new class of anti-infective so unlike the tweaks being done to existing products. Superb investment to tuck away in an ISA or SIPP as I have done and in less than 2 years we could see a blockbuster success hopefully!

[pjj71] 19/5/2016 07:19

On the bbc website this morning:
I like the recommendation "Paying companies $1bn (£0.7bn) for every new antibiotic discovered"!!!!

Superbugs will 'kill every three seconds':

The review recommends:
An urgent and massive global awareness campaign as most people are ignorant of the risks
Establishing a $2bn ($1.4bn) Global Innovation Fund for early stage research
Improved access to clean water, sanitation and cleaner hospitals to prevent infections spreading
Reduce the unnecessary vast antibiotic use in agriculture including a ban on those "highly critical" to human health
Improved surveillance of the spread of drug resistance
Paying companies $1bn (£0.7bn) for every new antibiotic discovered
Financial incentives to develop new tests to prevent antibiotics being given when they will not work
Promoting the use of vaccines and alternatives to drugs

[adorling] 15/5/2016 20:12

Good article on the front page of the Sunday Times Business section about Lord O'Neil's government 2 year review on the lack of progress in developing new antibiotics and the reluctance of big Pharma to develop. The report plays positively into the arms of companies like Motif.......

"O'Neill will warn this week that 10m people could die a year by 2050 if new antibiotics are not discovered, at a rate to the global economy of $100 trillion"

Iclaprim will be a billion dollar blockbuster for sure if phase 3 trials all go according to plan!

[timbo003] 04/5/2016 19:55

Agreed, <1% it's not really enough for the executive directors, but worth noting that the Motif chairman (Richard Morgan) owns 13% of Amphion and Amphion own 26% of Motif, so he indirectly owns 3.3% of the total Motif shares in issue.

[ramas] 04/5/2016 12:40

Good point jab , combined with the pledging risk there appears a disconnect to the great story and reluctance of directors , companies to benefit in the awesome rewards on offer ....

[thejaba] 03/5/2016 17:46

the only issue with the note is the eye opener that Directors hold less than 1% combined.

If it was such a good deal and potential massive company...they ought to be buying.

the 0.9% director holdings is a put off for anyone.

[3rd eye] 03/5/2016 15:04

FULL BROKER NOTE FROM Shard..........

3rd May 2016
Pharmaceuticals & Biotech
Source: London Stock Exchange
Market data
EPIC/TKR MTFB
Price (p) 47.5
12m High (p) 70.5
12m Low (p) 21.0
Shares (m) 108.6
Mkt Cap (£m) 51.7
EV (£m) 34.6
Free Float* 39%
Market AIM


www.shardcapitalstockbrokers.com/downloads/MTFBShardMay2016.pdf

[colin12345678] 28/4/2016 18:57

Nice £389K delayed buy in just a little top up

[timbo003] 28/4/2016 18:33

Motif is tipped in tomorrow's Investors Chronicle as a Speculative Buy

[hazl] 28/4/2016 08:44

actually not strictly true above, I have a token holding from some time ago.....so wish them well.

[ramas] 28/4/2016 08:19

Could be a p&d but I like the potential here I will stick around

[hazl] 28/4/2016 08:13

It shows support surely?
Have an interest only myself.

[ramas] 28/4/2016 07:44

Well fo me looks like 15 mil odd shares going to hit the market per amphion pledging collateral deal ... Hope I'm wrong