N4 Pharma Share Discussion Threads

[parob] 31/12/2017 15:47

Stocks to watch in 2018: A blog by … us!

John Adamson

As the markets have now drawn to a close here in the UK, we take a look forward into 2018 to see which companies we think are going to return value to shareholders. This article was written Friday 22 December 2017.


N4 Pharma Plc (AIM:N4P)

It feels hard to ignore Nigel Theobald and his team at N4P as this pharma reformulation specialist (with a focus on Sildenafil, otherwise known as Viagra or Cialis) has a number of irons in the fire with the forementioned Sildenafil which is it’s most advanced product and is currently ‘in vitro’. Sildenafil is aiming to drastically increase the speed by which the drug currently works with erectile dysfunction. The market value for Viagra and Cialis currently stands at over $4Bn per annum and N4P might just have something that one of the true big pharma players might be very interested in once relevant trials have been completed and evaluated. Sildenafil might be N4P’s most talked about pipeline product but it certainly isn’t the one with the most potential value. Sartans drugs being reformulated (for the treatment of hypertension) are also ‘in vitro’ and have an annual combined market value of $11.2Bn. Yep… there it is… I used the B word again. Those are just 2 of 5 pipeline products, not forgetting the 2 patented vaccines Nuvec and Nuvac which you can read more about here. To put it mildly, I expect a lot of newsflow out of N4P in 2018 and I expect somewhere down the line that one piece of news will be game changing for the company. DYOR of course but I saw a city broker put out a speculative buy on N4P earlier today for 12.6 pence which I see as extremely conservative in my opinion and struggle to comprehend how the broker has come to that figure as sentiment alone has seen it reach similar figures already without any kind of transformational news. 2018 is going to be a big year for a number of pharma companies across AIM and other markets but I see N4P being one of the winners and look forward to watching their story unfold.

[waterloo01] 29/12/2017 07:57

Tipped in sharesmagazine

N4 Pharma (N4P:AIM) expects results in April 2018 from human pilot clinical trials on its reformulated version of Sildenafil, most commonly known as Viagra. If this goes well, the data would be used to determine steps forward for a clinical trial, which could help to commercialise the drug in the US and EU.

[parob] 27/12/2017 08:39

Post by @HughWilson232 on twitter:#n4pProduction process now patented.27 December 2017(Journal 6710)GB1718817.8Applicant: N4 Pharma UK LimitedTitle: PARTICULATE MATERIAL PRODUCTION PROCESSDate Lodged: 14 November 2017

[escapetohome] 23/12/2017 21:02

Keep trying dgarvey, but youd best buy in now before its too late!

[ivor hunch] 23/12/2017 09:57

dgarvey - I don't think the time frame will be quite as long as you suggest. There could well be news about a link with big pharma for the vaccination delivery system in Q2 2018. This could involve an injection of cash - so I think 2018 will be important for N4P's share price

[dgarvey] 23/12/2017 08:07

With a 3 year window to a commercial products - August before the first sildenafil pilot result and probably 18 months before phase 3 results are out, long term prospects are good but traders won't hang around. If other biotechs are a guide, the share price will be all over the charts and a real buying opportunity will arrive at some point in the future.

[ch1rp] 22/12/2017 12:39

If I had the nerve to put all my money into one share, this would be the one! Happy Christmas everyone and may 2018 be a very profitable year for all N4P holders:)

[bdog51] 22/12/2017 10:57

Exactly, who in their right mind would be selling now? They will regret it before long!

[biggest bill] 22/12/2017 10:46

This is ridiculous. The company is tipped as one of the shares of the year and announces a new patent and the share price falls.

[jakleeds] 22/12/2017 09:10

Wakey wakey guys more great news this morning!!

What will the share price be by Xmas 2018 ??

[jakleeds] 21/12/2017 20:46

Fantastic thanks for sharing.

[bdog51] 21/12/2017 20:34

N4 Pharma has just been tipped in Shares Magazine under: "10 Superb Stocks for 2018."
This will attract a lot of new interest in N4P and give us a great start to 2018!

[someuwin] 21/12/2017 20:22

Small Caps Poised for big news in 2018...

[parob] 21/12/2017 14:09

This is starting to look poised for a good start next year. 2018 should be exciting!

[ivor hunch] 18/12/2017 12:32

I have been reading Miles McNulty's analysis which is detailed and quite convincing. The figures for future profit do seem extraordinary and I wonder where the catch is. However I was convinced enough to top up this morning. I think the share price will flat line until 2018 when there will be some positive news on the results of the Viagra reformulation tests and maybe some financial input from companies interested in using or at trialing the nuvec vaccination delivery system.
Certainly one of the most interesting shares around at the moment.
Ivor

[ch1rp] 18/12/2017 08:39

Director deal. Hopefully he knows news imminent:)

[escapetohome] 17/12/2017 20:11

Nice , hopefull Myles will continue to update, as it appears quite a number of his tips do very very well, but a couple of shockers too!

[parob] 17/12/2017 16:03

Aim Chaos (Miles McNulty) has recently been adding to his holding according to his twitter account - from the 12th Dec:400k added to #N4P today. Closing in on 4%. Simply put, I can't find another microcap AIM stock with a larger disconnect both between current mcap and (my) current fair value, and current mcap and long term growth potential.Will continue to add.

[escapetohome] 17/12/2017 15:57

Article from earlier this year - july

An update needed?

[flashheart] 17/12/2017 15:56

Thanks Parob. A very interesting read indeed. Should generate a great deal of interest.

[parob] 17/12/2017 15:38

For anyone who hasn’t seen this already:

[someuwin] 15/12/2017 12:31

Good news at NFX today on its NXP001...

"NXP001 has been developed through the cocrystallisation of a drug that is commercially available as a branded product, manufactured by a global pharmaceutical company. The large and growing oncology supportive care market is currently estimated at GBP17.5 billion per annum, rising to GBP23.5 billion in 2021 (Financial Times). "

Similar to N4P with their cocrystal developments.

[flashheart] 15/12/2017 11:09

Wrong board mate!

[stephen2010] 15/12/2017 11:06

Check out ALBA. Huge multibag potential.

ALBA currently trading at 0.39p target price 6p making a nice 15 bagger. Please read the following:

MARKET CAP PUZZLE
❖ Alba (market cap £8.4m) is in a resources neighbourhood populated with listed
companies with much enhanced market capitalisations, such as UKOG.L (£134m) and
JAY.L (£172m). With either shared project interests or adjacent tenements to these
companies, Alba should trade at a much higher valuation than its current token value.
Like Bluejay, Alba owns 100% of its ilmenite project. Direct comparisons with UKOG
are also instructive. While both companies own other projects, UKOG’s 49.9% of Horse
Hill Developments Limited (HHDL), when compared to Alba’s 18.1% means that Alba
has approximately one third of the value of Horse Hill compared to UKOG but only
about 7% of the market capitalisation. Once the market recognises these disparities,
the room for growth in Alba’s share price is undeniable.

VALUATION RATIONALE - Our valuation in this First Equity Limited initiation note
uses a risked valuation approach for Alba’s two main projects, at Horse Hill and TBS. The
Horse Hill licences are valued using independent published technical data from
Schlumberger, Xodus and Nutech on the oil potential of the licences, along with our own
assumptions on recovery rates, oil discovery value, resource and development risks
factors. From this a risked value of $127m net to Alba on a ‘Base Case’ basis is derived
for Horse Hill.

Given the similar geology and economic potential of both TBS and Dundas, we have
adopted a risked closeology valuation approach, by computing an NPV for Dundas of
$223m and then applying a three-tiered risked probability calculation to arrive at a value
of $54.7m for TBS. Once Alba announce its JORC resource and exploration target at TBS
and Bluejay its Feasibility Study results, this number is likely to be revised upwards very
rapidly, possibly up to $200m, representing up to 7p per share in additional shareholder
value.

We compute a valuation of $185m (£139m) for Alba, equating to 6.0p per share, of which
4.1p is attributed to the stake in Horse Hill, 1.8p for TBS. Given this analysis and wealth
of valuation catalysts anticipated across the project portfolio in the coming months, we
recommend the shares as a ‘BUY, with a Target Price of 6.0p, representing a potential
15 times plus uplift from the current share price.