Motif Bio Share Discussion Threads

[pjj71] 17/4/2018 07:14

Lets hope that IMM money comes flooding our way today, given ours passed the trials!!!

[pjj71] 10/4/2018 15:26

hopefully a takeout soon... 120p would be a fair price for all....

[longshanks] 10/4/2018 09:56

Ah. They need to raise more cash this year....Last placing was at 30p. Given they are so close to an approved NDA - one would hope they could get the cash at a higher price now, but markets are not charities.

[longshanks] 10/4/2018 09:19

Odd market response to fairly straightforward FY results. All ticking along nicely, sales expected to commence in Q1 2019.Tempted to buy a few more.

[tilly99] 03/4/2018 22:43

Thx Timbo All v v positive Also an article in Barron's static we are a potential target I'm a large holder with a 88p target

[timbo003] 03/4/2018 17:25

There's a new Graham Lumsden Interview on Proactive where he discusses the FDA submission:

[blueblood] 03/4/2018 15:45

Bank of America still adding to holding. They know what's coming in next 12 months...

[ohisay] 03/4/2018 07:58

So now can we go back to 36p please ?

[blueblood] 03/4/2018 07:36

Great news this morning. Rolling NDA submission started and fee waiver saving over $2m.

[gisjob2] 23/3/2018 16:09

How can MTFB be a massive gamble when it has met it's phase 3 targets and new / alternative antibiotics are so in demand.
As I said I'm not currently in this so not talking up my own book, but it's laughable to say this is a massive gamble. This has to be one of the safer Pharma stocks around at the moment in fact one of the reasons I sold out a while back for a small profit is because I was completely underwhelmed by the reaction the phase 3 results. This has taken weeks to fall from 40p to where it is now. If you want a rollercoaster be in IMM where it dropped from around the 120's to 92p and back to around 116 all in a day. Having said that in a few weeks IMM will either be multiples higher or multiples lower than it is now based on it's phase 3 results. MTFB is benign by comparison and hardly a risk.

[blueblood] 23/3/2018 14:48

Best to ignore rover he was recently pumping NUOG which says it all!

[gisjob2] 23/3/2018 14:44

No it isn't !

[ssrover] 23/3/2018 14:01

I see N4P as a better bet from here. N4P fallen from 33p to 18p within 3 weeks on nothing but great news. I see N4P going back up very fast from these levels

MTFB is a massive gamble on FDA approval and the recent delay smells fishy

[gisjob2] 23/3/2018 13:40

Not a holder at the moment but have been. Not really sure this is a gamble, Iclaprim met its ph3 goals and the world is crying out for new antibiotics. As somebody who is allergic to any antibiotic with 'mycin' in the title I appreciate the need for alternative medications for the same illnesses or infections. I see it as just a matter of time for FDA approval, this stock might not soar but I would expect a decent rise in years to come. MTFB is becoming interesting again around these levels.

[unionhall] 23/3/2018 11:31

Yes, but he didn't pick binary stocks dependent on one event(FDA approval). So the comment is not relevant here. It is just a salve to holders hoping they have made the correct gamble.

[gclark] 23/3/2018 11:26

Is it Warren Buffett who said the stock market is the transfer of wealth from the impatient to the patient?

[catch007] 21/3/2018 16:32

Anyone reading the presentation content must take some comfort. All the key pointers look positive and I would rather the company take the time they need to get the submission ready to the required standard than try a short cut approach against unachievable timelines which would be doomed to fail. GLA

[chadders] 21/3/2018 09:00

I agree, it's not a problem but it reflects poorly on management. They should not have over committed and put themselves under huge pressure and they should not have missed this huge milestone...so a self inflicted double whammy. No more from me on the subject.

[ohisay] 21/3/2018 08:45

And new presentatation yesterday.

[ohisay] 21/3/2018 08:10

He did say in februsry they were working "25 hours a day" to meet their self imposed March deadline .Its disappointing but I really don't see it as a problem .

[chadders] 21/3/2018 07:45

I don't understand this sudden realisation. The mind set should have been "we need a world class submission" from the outset.

This is sloppy and now they're trying to defend themselves with this new focus. FDA submission is the single most important milestone so far and they've missed their timings. Still a holder but I think it reflects poorly on senior management.

[blueblood] 21/3/2018 07:20

Sounds like it will be late April/early May submission and as GL says you only get 1 shot at this so need to present strongest possible evidence.

[ohisay] 21/3/2018 05:35

1'40" in - "a huge undertaking".