N4 Pharma Share Discussion Threads

[dplewis1] 12/3/2018 09:19

Apparently all you need to do is ask Nicola Duke, she'll even give you the name of the gold cup winner this Friday at Cheltenham.

[ch1rp] 12/3/2018 09:10

Let's hope for a double bounce of 23p then upwards to 54p:)))

[urigem] 12/3/2018 08:53

morning all

wonder what this week shall bring?

[hughwilson] 11/3/2018 19:18

Parob, Myles has stated that he is awaiting Nuvec data results which we could have at anytime.

[parob] 11/3/2018 15:36

Hugh,Could you ask Myles when we can expect to see his research note on Nuvec?Cheers

[dplewis1] 11/3/2018 13:53

Not worked up, just take with a pinch of salt anyone trying to apply tech analysis to AIM penny stocks (and Bitcoin as Nictrades is attempting). I don't totally discount TA and this 'prediction' of a leg up to the 50's may well occur, but I would argue it's just coincidence and the product of cognitive bias.

[parob] 11/3/2018 12:43

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[parob] 11/3/2018 11:55

dplewis1,

Rather than work yourself up and attack someone for their observation, I have a suggestion, use the ‘ignore user’ button.

Whilst you may not be interested in candlestick patterns and charts, others will be. I know a few people who loaded up (me included) at 10-11p knowing that once 12p went it would be a powerful breakout and look what happened. That was without news.

The chartist Nicola Duke (who has over 78K followers on twitter) has been spot on with N4P so far.

On the 1st March on this podcast (from 9 mins, 10 seconds in), she said she expected a one third pullback from the recent high to 23.5/23.9/24p and "then we should see another leg higher and next time we continue higher we're looking for 46 or 53 on the upside".



On the date of the podcast the share price was 28p so this has played out so far. Let’s see what happens over the next few days/weeks.

[dplewis1] 11/3/2018 09:55

Forget to take your tablets this morning? It's going to be an even longer wait until 2020 if these boards are going to be clogged up constantly with this sort of drivel. Maybe take the weekends off and then find something worthwhile to say on Monday. You never know, there might actually be some real news for you to examine..

[parob] 11/3/2018 08:38

The price action carved out a bullish hammer (or hammer-like) candlestick pattern on Friday. That may indicate an upside reversal. Look for price to trade above the high of the hammer for confirmation.

[hughwilson] 10/3/2018 21:00

tp6,
A couple of comments about you post.
Pfizer was one of the main ones to cut back on costs at that time,(don`t I know it as I was one of their cutbacks), the reason for this was the expected loss of revenue from Viagra coming off patent. A takeover of N4 or possibly their Sildenafil project or JV would allow Pfizer to regain leadership in the viagra market with N4`s superior patented product.
Secondly, the reason AZ chose Nuvec was because it offered them solutions to the problematicle Lipid system and thereby speeded up the development process. The same would also apply to all other drugs facing delivery problems plus on top of that as we have seen with the AZ collaboration, Nuvec is adaptable to any delivery problem, and cheap to produce, all of which sees it well placed to become the next industry standard.

[tp6] 10/3/2018 19:37

Worth remembering that many pharma's cut back on R&D around 2010 ish as a short term tactic to pretty up their balance sheets.Fast forward and many are seeing revenues slipping as existing drug rights lapse and a lack of new drugs evolving. Participating in early research/collaboration ala nuvec offers them a ringside seat without committing to full development costs. Even partial progress of this technology will see N4 benefit due to the model outlined by Hugh..

[hughwilson] 10/3/2018 13:46

Jim, if you refer to the last presentation Nigel lists a handful of companies that are at many multiples of N4. Nigel makes the point that these companies are where they are because of receiving upfront and milestone payments. He even goes on to say that some companies may never see their product come to market or may indeed fail but that does not matter to N4 because N4 would have been receiving upfront and milestone payments all the time that those companies were using N4`s Nuvec system.
So for instance, if N4 were to announce a deal with a Japanese company tomorrow then the only thing that matters is that upfront and milestone payments. If after zyx amount of years that Japanese companies product failed, N4 would still have been paid for use of its Nuvec. As Nigel pointed out in the presentation, there are 1286 cancer vaccine projects alone looking for a delivery system that works and that is before any therapeutics. Nigel describes the market as "massive" and so it is and so far N4 are doing an excellent job of making these companies aware of its delivery system that is now proven to work better than the current Lipid system.

[jimbobaroony] 10/3/2018 13:23

Hugh,

We actually agree for a change. 2020 may sound a long way off for short term investors, but hopefully the company will be generating cash before then.

[hughwilson] 10/3/2018 10:05

Parob, I think what spooked a lot of people and caused them to sell was that 2020 date. In my opinion, this was a hasty reaction as the 2020 date is the expected date for clinical trials and has always been that date so no real cause for the selloff.
What investors should understand is that what is important is not so much the 2020 date but the signing of collaborations and doing deals. The reason for this is because it is through doing this that N4 will receive both upfront payments and thereafter milestone payments before we ever get to royalty payments.
Royalty payments may seem some way off but the important thing is that upfront payments may not be and it is that that will set the share alight because if partners are prepared to pay for Nuvec then that not only derisks and proves up the project but it also means others will probably follow.
At the moment we have the collaboration with AZ that could change to a deal within twelve months from Feb 1st. We also have N4 saying that the Japan trip was successful and that talks would be progressed over the coming months. We also have N4 attending a European conference in a few days and so it will go on until Nuvec is being marketed around the world.
So early days yes but to have a collaboration with one of the biggest pharma`s in the world as a starting point is about as good as it gets.
So forget 2020, what we are looking for are those upfront payments to set this share alight and effectively they could be announced anytime now which if it were to happen would cause an almighty bounce in N4`s shares and leave people waiting on the sidelines disappointed.

[parob] 10/3/2018 08:40

Northland Capital Partners View on N4 PHARMA

A good synopsis of Thursday's RNS



· The Company provided investors with an update on its Nuvec® program. N4 Pharma CEO, Nigel Theobold, confirmed his Board’s intention is to undertake relevant research and pre-clinical work that will prospectively allow Nuvec® to enter human clinical studies with a partner by the end of 2020.

· A two-fold development strategy has been outlined. Firstly, the Company is proactively looking to work with partners to evaluate its Nuvec® drug delivery system with their products. Recently, for example, N4 Pharma announced a partnership with MedImmuneUK, a leading global biologics R&D company, to explore the manufacture of a prototype nanomedicine using the Nuvec® system. The Company is looking for additional partnerships in due course. A recent trip to Japan was also successful in providing useful introductions to further potential partners which will be progressed over the coming months. Secondly, the Company has embarked on an internal research programme to expand the dataset required to advance Nuvec® towards commercialisation. The Board's strategy is designed to determine precisely how Nuvec® will be used by its partners, either as a vaccine, a delivery system for therapeutics, or both.

· N4 Pharma recently commissioned a market research report from Agility Health Tech to assess the potential market position for Nuvec®. While there are currently no approved products which use nanosilica as a drug delivery vehicle, the total market size for nanotechnology drug delivery was valued at US$79b in 2012, which is expected to expand to as much as US$178b in 2019.

· In its new release, N4 Pharma also confirmed the appointment of a highly experienced scientist, Andrew Leishman, as the Head of Nuvec® Development.

[hughwilson] 09/3/2018 18:36

Eddie, Nuvec as it gets proven up is taking far greater significance. You have already seen by the last release that Nuvec is being positioned as a successor to the present Lipid system. For that reason, Nigel has appointed the person he feels would give Nuvec the best chance of success and to move it forward at a time when it is being marketed around the world.
Nothing is nailed on as you say but the writing is on the wall in big letters, so ignore it if you wish and pay multiples of today's price later.

[eddie_yates] 09/3/2018 17:54

Hugh
If it were as cut and dried as you paint it to be then the big boys would here and the market cap would a damn site higher than it is
That’s unless you have a crystal ball or you are prive to results of the trails and tests that are yet to be conducted
If it was as nailed on as you’ve been claiming whats the point of appointing the AZ chap??

[urigem] 09/3/2018 17:14

Jim

Na - I know what i'm doing, over committed for AIM now(my 20% rule I broke), but plenty of fingers in pies - anyway still about £42k in profit :-)

Cheers

[seanlander] 09/3/2018 16:40

Escape called it again!! Blueeee

[jakleeds] 09/3/2018 16:31

Blue finish that will do - great turnaround today ...

[hughwilson] 09/3/2018 15:55

Eddie, then by all means wait till after the news has been released and see how much you will be paying compared to today's price.

[eddie_yates] 09/3/2018 15:40

A vision is all that it is at the moment Hugh
Ultimate outcome is dependent on results of trails and testing regardless of how long we hold!

[hughwilson] 09/3/2018 14:17

For the LTH everything in yesterdays RNS reinforced investors vision of N4 being worth hundreds of millions in the future if not bought out first.