N4 Pharma Share Discussion Threads

[dplewis1] 26/7/2018 13:13

Thought you had work to do.. Featherby I think they'll go ahead with another trial as well, even if the data shows it was a swing and a miss on all counts. It's their first effort and they know what the market reaction would be if they ditched one of their marquee products at the first attempt. As nobby points out it's all well and good saying you're going to improve on a product, quite another getting the formulation to actually achieve that. Among my concerns are 1) by the time they release their drug will it be yet another "me too" sildenafil product in a saturated market; 2) is it differentiated enough for people to actually care (and pay more)?

[hughwilson] 26/7/2018 12:41

featherby81,
Be in no doubt that if N4 can successfully tweak their sildenafil reformulation then the Pfizer interest will be back on.

[featherby81] 26/7/2018 12:23

The unique patents involved with N4s Sidenafil regormulation will be the likely reason Ptizer will be interested to progress with a deal in my opinion, Nigel’s patent protection in this instance could be the life saver we need, the second trial will undoubtedly have to happen. Purely my own opinion.

[nobbygnome] 26/7/2018 12:11

>> hugh

You are most definitely the expert in 'all knowing opinion'!

[hughwilson] 26/7/2018 12:02

Anyway, I have work to do.

[hughwilson] 26/7/2018 11:52

Nobby, yes so you keep saying but N4`s reformulation is not just about the onset of action as you will see from the presentations.
The fact is that any pharma in the world can now produce a generic version of viagra as it is now off patent in many countries or will be soon in the case of the US. However the question is will they as they will know that they will be competing on price which is why in the longer term, production will come out of Asia as they have the lower costs.
Pfizer is trying to retain profits.
It is doing that by increasing the price of its prescription Viagra and spending millions on advertising for its viagra connect. That may work in the short term but longer term they will be beaten on price.
Pharmacies have already said as per presentation that they will go over to N4`s reformulation if it meets the required performance so the market is there. The quest is to meet those targets. You yourself are keen to point out that no reformulation works at the first attempt when it suits your case and yet you expect that N4 should drop it at the first hurdle. In spite of your ALL KNOWING opinion, the facts are that N4 will evaluate the full data when available and if the product can be tweaked within the patent then it will be. Many reformulations make it to market having been tweaked and there is no reason why N4 cannot do the same but we have to wait for the full data.

[nobbygnome] 26/7/2018 11:45

Yes Pfizer are most definitely up for the fight. They are the most aggressive Pharma of the lot in my experience. As I have said before I am related to someone who launched Connect and she says Pfizer are confident and proactive.

[dplewis1] 26/7/2018 11:39

"Where Pfizer will fail.." sounds a bit too certain considering I read recently that they've registered the domain name hims.com to redirect to Viagra Connect. Cheeky..seems like they're up for a fight rather than accepting what you say is inevitable.

[nobbygnome] 26/7/2018 11:34

But the slightly quicker onset and longer action is not unique and not differentiating enough so there is no USP to justify a higher price. Wrong drug, wrong time. Simples!

[hughwilson] 26/7/2018 11:28

In effect N4 could produce a generic sildenafil but why would they because they would have to compete on price which is why they are working on something better than the sildenafil generic.

[hughwilson] 26/7/2018 11:25

Nobby, the old viagra is still a prescription drug and trades on its name. The viagra connect is a generic version and is available OTC. All future generics will be available OTC which is why Pfizer are pushing viagra connect so much at the moment to gain market recognition in a now open market. Where Pfizer will fail is that all future generic sildenafil products will be cheaper, meaning market erosion for Pfizer.

[nobbygnome] 26/7/2018 11:03

>> hugh

There is a massive difference between viagra Connect and the others; it is available over the counter! That is a massive marketing advantage.

I thought you knew what you were talking about😜

[hughwilson] 26/7/2018 11:01

The point about sildenafil is that Pfizer will lose out to other producers on price. What is needed is an improved version of sildenafil, not only because viagra is imperfect but because to maintain market share and profits Pfizer needs something it can market as a premium as their current viagra connect is no different to all the others that will follow and be cheaper.
Regarding Nuvec, clinical trials are set for 2020 but that is not the important issue here. What is important are the deals that will be signed in 2019. Whats happening this year is in preparation for that and it is the signing of deals that will bring in many millions of revenue to N4. The de rampers will say that there are no deals at the moment even though N4 have a collaboration that may lead to a deal with one of the biggest pharma`s in the world who were that keen on Nuvec that they approached N4 for an early collaboration. As for that collaboration turning into a deal, the collaboration lasts for nine months which takes us to November 1st after which Medimmune have 3 months to sign a deal. Medimmune could sign a deal at any stage within that 12 months and we could get news at any time. N4 are also looking to add other Nuvec deals before the end of the year so yes the sildenafil setback was disappointing but we are not reliant on that and there is a host of other news expected that would prove very positive for the share price.

[nobbygnome] 26/7/2018 10:59

>> donk

You are risking the ire of the great hugh by suggesting that there is no market for the viagra reformulation. Of course I have been saying that for months before the PK failure but got aggressively shouted down. It would be a massive mistake to plough on regardless IMHO. It seems to me that Nigel is fatally flawed and is part of the problem.

[escapetohome] 26/7/2018 10:51

8) no “” results””; from japan trip seemingly. Ominous.

[nobbygnome] 26/7/2018 06:23

I remind you hugh that sadly I am a shareholder. I am just giving the realistic case instead of the rose tinted, Nigel inspired view you give. The only hope in the short term is Nuvec and I fear that is not as advanced as you imagine. It has potential but is far from being the finished product. IMHO they should give up on the viagra reformulation.

It sums up the situation when you consider a rise to 9p as a significant move.....

Nobby

[nobbygnome] 25/7/2018 20:53

Are you joking?!? Maybe 4.25p.....

[kirk 6] 25/7/2018 20:50

Talk of these hitting £4.25 next week

[escapetohome] 25/7/2018 19:32

I didnt give you my prediction for the afternoon.

That may or may not have been correct.

I was referring to the morning trading.

Lets see what tomorrow brings.

Wrong again. Like i said dont trust a single poster.