Motif Bio Share Discussion Threads

[timberwolf3] 06/6/2016 15:49

nocky44 - Hopefully, there is some intersting firms that will be attending Lumsden's presentation , Astra Zenica, Roche and Heidelberg capital asset management to name a few.

[nocky44] 06/6/2016 15:08

Could see some action here if presentation received well in the states GLA

[mirabeau] 06/6/2016 10:42

A new pharma listing this Thurs (9th June) if anyone's remotely interested >> Mereo BioPharma Group plc

[hazl] 05/6/2016 21:54

adorling indeed thanks

[fightfear] 05/6/2016 21:45

Fantastic summary Timbo - many thanks for posting. I can't currently think of anything to add to it but will post if anything comes back to me (I'll check my notes)

[mirabeau] 05/6/2016 15:34

I like this company. If it can achieve FDA approval then this area of medicine is ripe for considerable expansion >> 'antibiotic-resistant superbugs'..fear and urgency should drive further funding

[adorling] 05/6/2016 15:23

Hazl - not at all. I expect the Nasdaq listing to drive the value of the Company much harder and higher than Aim has achieved to date. That means Aim and Nasdaq daily pricing will (or should do) mirror each other but there will always be arbitrage opportunities due to market opening times and currency exchange. Whether you are invested on Aim or Nasdaq Motif will be a superb mid-long term term investment when/if Iclaprim Phase III Trial meets the FDA protocol end points.

[hazl] 05/6/2016 14:34

We had a situation like this in reverse if you will with FQM listed on the Canadian exchange.
It frequently led to volatility as timberwolf3 describes.
It has recently cancelled its Aim listng.
It's not to say it will be volatile,
Adorling you think that you will get superior returns by buying through Nasdaq,rather than AIM is that correct?

[razmo1] 05/6/2016 13:41

Thanks all

[adorling] 05/6/2016 12:33

Raz - they should mirror each other closely but there will be some arbitrage opportunities. I have a U S Schwab account and will be buying Motif when it lists on Nasdaq as our competitor companies have seen their valuations accelerate on Nasdaq. I will retain my AIM holding.

[timberwolf3] 05/6/2016 12:25

razmo1
the shares could possibly trade at a discount in one of the markets, also it is possible that the shares are less liquid in one of them.

[razmo1] 05/6/2016 09:56

As a relatively novice investor, if we listed on NASDAQ but retained our AIM listing also, what would that mean exactly? I have a holding here and wondered if I'd need to change anything once we list on NASDAQ? Will the share prices be the same just quoted in $?

Thanks!

[hazl] 05/6/2016 09:56

Yes 2prsmo gives us great visibility!

[2prsimo] 05/6/2016 09:45

Good piece in the Sunday Times today about the NASDAQ listing

"A London-based antibiotics developer is seeking to exploit a wave of interest in treatments for drug-resistant superbugs by floating on one of America’s biggest stock markets. Motif Bio has appointed US broker MTS Health Partners to handle the offering, which will value the company at close to $100m (£69m) in a float on the Nasdaq exchange later this year. Motif listed on AIM in April last year and will retain a dual listing. A source close to the company said “everything is in place” to launch the float when market conditions pick up in the next six months..."

[typhoon] 05/6/2016 09:39

Thanks Timbo003 very helpful information I am a long term holder and intend to continue to be in what I see a rather exciting stock

[timberwolf3] 04/6/2016 20:07

timbo003 - thank you for taking the time and effort for posting the above, much appreciated.

I am unsure what GL's criteria is for when the time is right for listing on Nasdaq, is it when our mkt cap is higher with our aim listing or is it when sentiment on the whole improves further on Nadaq ?

[timbo003] 03/6/2016 15:28

>>>timberwolf

Graham had nothing new to report in his update, but it was quite an interesting Q&A session I thought (with some fresh insights), I've been a bit preoccupied today so I haven't had time to complete my notes, but will endeavour to get them finished this evening.

[timberwolf3] 03/6/2016 14:32

Hi timbo003, anything of interest to report from the AGM or are they keeping their cards close to their chests before the coming presentations.

[timbo003] 01/6/2016 10:01

It's the AGM tomorrow (14.00 at Reed and Smith LLP, Broadgate Tower, 20 Primrose street, London EC2A 2RS), I intend to go along and ask a few questions regarding a potential US listing, future funding requirements and the pipeline going forward. I'll endeavour to scribble a few notes and post them here tomorrow or Friday.

[hazl] 01/6/2016 09:37

glad I held onto a few of these....they seem to be really picking up now.

[jimbobjames2002] 29/5/2016 23:11

Thanks for that excellent article timberwolf, particularly this bit:

"What is different about iclaprim is that it goes inside the bacteria and inhibits the enzyme dihydrofolate reductase (DHFR)," says CEO Graham Lumsden. "This prevents DNA production by the bacteria, killing them. A lot of antibiotics don't kill the bacteria, they just prevent division, which could leave behind all the genetic material that can mutate and develop resistance."

Iclaprim is the only antibiotic with this mechanism, with one exception, he says. "The exception is trimethoprim, however, it is often used in combination with sulphonamides which many patients can't tolerate."

Not only is the drug designed to be more potent than trimethoprim – allowing it to be used as monotherapy – it should also tackle the trimethoprim resistance mutation. In tests, bacteria did not develop resistance to the drug after 22 exposures, despite developing resistance to trimethoprim and rifampin after only a couple of exposures, says Lumsden.

"If you imagine trimethoprim attaching to a bacteria on two sites, if the bacteria mutates and those sites are no longer on the outside there's nothing for trimethoprim to attach to," he says. "Iclaprim uses five, six, seven, eight attachment sites to minimise that risk."