N4 Pharma Share Discussion Threads

[ch1rp] 14/3/2018 13:04

Too good an opportunity to miss QS99:)))

[qs99] 14/3/2018 12:59

Have taken a plunge, stockwise that is! Reckon half decent RNS update will see this motor as it has shown previously...DYOR and GLA...patience required

[hughwilson] 14/3/2018 11:19

"Tuesday featured two sessions on cell and gene therapies, “New advances in cell and gene therapies: Next generation technologies” and “Commercialising cell and gene therapies"

[dave4545] 14/3/2018 08:52

21.9p offer online

[qs99] 14/3/2018 08:47

Well looks like seller may have cleared do you think?

[parob] 14/3/2018 07:08

As we’re back down to a market cap of just £18M, this is worth a re-post:

Aim_Chaos/Myles McNulty research report (July 2017)



He subsequently wrote: (Jan 2018)

Morning all, thought I'd repost this brief note on N4P that I penned last summer, given that there's been an influx of new investors recently. aimchaos.files.wordpress.com/2017/07/n4p-bought-31-07-2017.pdf As is set out on pp.7-11, I value the reformulation side of the business at 63p in its current state (p.11 does state 73.3p, but the Paroxetine reformulation has been discontinued, and so I have subtracted the 10.4p from that). This valuation is I think incredibly conservative. As I explain in the note, novel drugs have a 5-10% success rate from pre-clinical to commercialisation. Reformulated drugs have a success rate many multiples of this, yet I have factored in only 5-10% rates in my calculations. Moreover, I have not attempted to calculate a valuation for Nuvec. I am of the opinion however that it could eventually dwarf the reformulation division in value. Holding 4,000,000 for the long term.

[wololol] 13/3/2018 20:47

Oversold on 14 day RSI. Looking for big bounce tomorrow to get us back over 50 day SMA.

[toadhall1] 13/3/2018 17:50

For me, I'm focusing more on the relative value of the opportunity rather than target price. Very briefly:For Sildenafil alone, target market is multi $bn. Even just targeting a small share of that market and earning, royalties on that share for life of patent, that is more than enough to justify Mcap. Compare to FUM Mcap 50MM, whose only realistic product at current time is the ED gel. The ED gel is not that far ahead. Still completing PK studies. Then phase 3. For N4P, then add in the potential for silica nanoparticles. And the other drug reformulation IP. Of course there are risks but the opportunity seems undervalued to me.

[hughwilson] 13/3/2018 17:32

Del, this is not news or company driven. Progress within the company is going very well.

[eddie_yates] 13/3/2018 17:01

Mange tout mange tout Del
This time next year we’ll be millionaires!!

[deltrotter] 13/3/2018 16:31

Hope - I thought you guys said it was a certainty!!!!!!

FFS!

[eddie_yates] 13/3/2018 16:21

Let’s hope so!!

[hughwilson] 13/3/2018 16:09

Eddie, I have always said £2 as a starter but once revenues start to really kick in it could go above £4.

[eddie_yates] 13/3/2018 16:00

How many pounds Hugh?

[hughwilson] 13/3/2018 15:54

Eddie, my price target is in pounds not pence.

[volsung] 13/3/2018 15:52

Go upward you dog. I command thee!! You will face the wrath of Volsung if you do not rise forthwith!!!

[alia] 13/3/2018 15:25

guys i dont know if you've notice GOT rising today, mkt cap is very low too

[eddie_yates] 13/3/2018 15:24

What’s your target price btw Hugh?

[eddie_yates] 13/3/2018 15:23

Don’t count you chickens Hugh
If it were as simple you make out the share price would be considerably higher imo.

[cryptotrade] 13/3/2018 14:29

Delltrotter you're funny. Lucky I never got stock at 32p. I reckon MMS just want some stock while boredom sets in for next RNS.

[hughwilson] 13/3/2018 14:16

Oh come off it Eddie, all N4 have to do is prove the bio equivalents in the case of the reformulations and with Nuvec it only needs to be contracted for N4 to be paid.

[eddie_yates] 13/3/2018 13:45

Hugh but there’s no guarantee any of the drugs will get approved
Like I said, I’ve a small position here and I hope very much that all of the reformulations and Nuvec eventually get approved

[hughwilson] 13/3/2018 13:08

Eddie, taking Sildenafil as an example, by all means wait for the FDA approval and see how much the share price is at the time. Then remember back to today and how much you could have got them for.