N4 Pharma Share Discussion Threads

[jakleeds] 16/2/2018 08:21

Full ask being paid now - they will have to let it go soon ...

[jimbobaroony] 16/2/2018 07:56

What's your point Eddie?

[eddie_yates] 16/2/2018 07:36

The man doth protest too much methinks!!

[jimbobaroony] 16/2/2018 07:28

Yes. Bought at 10p. Sold half at 21.5.

Surely it's necessary to look at all angles when analysing a share. From that perspective I think I have contributed to this board.

[parob] 16/2/2018 07:08

Jimbobaroony,What exactly do you add to this bulletin board apart from misery and paranoia?You have some weird obsession that Hugh and I are the same poster. I wish I had Hugh's knowledge of the pharma industry!The other day Hugh answered all your questions relating to patents. TBH I wouldn't have bothered if I was him as all you do is antagonise. I was surprised he was so helpful after all the grief you've given him.Anyone who knows me from the OPTI board will know I always add research to the bb to share with others. From what I've seen so far you've contributed absolutely nothing to this board, apart from only highlighting negatives after you posted that you'd sold shares at 21.5p.I am not one for getting into arguments on these forums as I see it as a complete waste of time, but you really need to get a life!That's the last on the subject from me.

[escapetohome] 16/2/2018 00:28

Cmon Jim join the club, you know you want to, stop fighting it.

[nick2412] 16/2/2018 00:10

jimbobaroony - both posters add real value and provide insights and useful factual information on here. They are very different in style and content. Nothing odd about that. The real oddity, Jim, is that you look to distract with slightly bizarre comments away from what is one of the most exciting early stage investment opportunities I have seen for a long time. If you really are an investor here then I would have though you'd appreciate the invaluable content and comment the likes of Hughwilson provides rather than looking to antagonise?

[hughwilson] 15/2/2018 23:58

jimbobaroony,
You are talking rubbish.

PLEASE, give it a rest.

[jimbobaroony] 15/2/2018 23:52

Hugh/parob

The language used your last 2 posts is VERY similar

Hugh - 'anywhere in the world at any time.'

Parob - 'any part of the world at any time,'

Its almost like you are the same person?

NB. Hughwilson started posting on advfn and lse on 21st January 2018. Only relating TO N4P. On both boards parob is also posting immediately before or after in response.

[hughwilson] 15/2/2018 23:09

Parob,
You are correct. Nuvec is now being marketed throughout the world with Japan being just the start of that process.
N4 is now able to sign deals with any pharma anywhere in the world at any time.
The main thing to remember with Nuvec is that given how superior it is to all other delivery systems, it has the capacity to become in time the industry standard. The pharma industry will welcome that as a great leap forward, we as shareholders of N4 will welcome it as a life-changing uplift to the share price.

[parob] 15/2/2018 21:09

Whilst there's a big focus on Japan due to N4's attendance at the accelerator programme there next week, it's worth remembering that N4 could collaborate with any pharma company from any part of the world at any time, as we saw with the recent MedImmune/AZ partnership. That came as a surprise to many.

[neftanikoff] 15/2/2018 19:34

Thank you hughwilson. There is expection and a positive share price reaction.

[hughwilson] 15/2/2018 19:24

Just for info.

Nigel is not just attending in Japan but is also a guest speaker at a conference there, putting Nuvec firmly in the spotlight.

[neftanikoff] 15/2/2018 19:09

with regard to this forthcoming Japan trip starting on this Monday, there is a lot of talk on the bb's that there will be news (positive, is it a taken ?

[l0ngterm] 15/2/2018 18:07

Thanks Parob.. (auto spell apologises)

[l0ngterm] 15/2/2018 18:06

Thanks Paton, I will have a read through. Greatly appreciated

[parob] 15/2/2018 17:54

L0ngterm.

Here are some useful links:

“We’re not a one-trick pony” - NT Proactive interview May 2017:



NT/Company presentation - Nov 2017



Aim_Chaos 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.

Company presentation slides (Nov 2017)



Nigel Theobald phone interview (May 2017)

[parob] 15/2/2018 17:45

N4 Pharma started following Medicines Discovery Catapult on twitter today. Their address: @MedDiscCat

[l0ngterm] 15/2/2018 17:39

Lol are you invested here?

[volsung] 15/2/2018 17:38

I know as much as you L0ngterm, probably less.

[l0ngterm] 15/2/2018 17:37

Volsong: just researching the company, so any salient points you can share would be appreciated.

[volsung] 15/2/2018 16:46

Don't give up the day job Ch1rp

[ch1rp] 15/2/2018 16:43

Tra la tra Lee,To 40pNot for youBut for meAnd anyone else who believes in this company, the great work they are doing and the fact that they are on the cusp of many transformational deals:)))

[volsung] 15/2/2018 16:42

Welcome jakleeds

[jakleeds] 15/2/2018 16:42

Thanks for that Volsung !