Neuropharm Share Discussion Threads

[ihavenoclue] 03/10/2009 21:12

looks like this has turned into a bottom drawer share too .. what a shame

[mike_f] 03/10/2009 06:52

Very limited internet access atm, work locked it down again... mabaged to get a top up at 23p, very happy with that, would like to see a bit of a bounce now, far more buys than sells yesterday! GLA

[geng] 02/10/2009 13:25

Well I'm in for a few more now.

So nearly top sliced Tuesday last thing and got greedy and held - Doh

[g2am] 02/10/2009 09:35

So did I, didn't think it would retrace this much. I agree, it's a bit crazy going back this far

[quinan] 02/10/2009 08:27

Yep well gutted I brought more on Wednesday in my eyes I thought the retrace was well over done this is now ridicules? And I have sold the last of my kidneys so no more funds for the mo

[g2am] 02/10/2009 08:22

Would have been even better this morning if I had some money, what an opportunity

[the_beagle] 01/10/2009 15:23

If I had had the money I would have bought at 28p, 26p and 25p. Sometimes brokers' stupid rules help you out!

[lombiff] 01/10/2009 15:21

Right - that's really the last top-up for me - another 20K at 24p - unfortunately missed the 23p. Now I'm going to sit back and wait. Good luck all.

[thearcticfox] 01/10/2009 15:14

Bought 10k for 29p yesterday. LOL.

[quinan] 01/10/2009 15:12

LOL nor have I

[the_beagle] 01/10/2009 15:11

22-23p What an opportunity but I've no bloody money!

[arc2006] 01/10/2009 07:46

No Q, that's exactly how I see it too. As I said before I think they have many more opportunities now than they had earlier in the year. However, they may have only just taken that decision so we may have a little longer to wait. I was told the paperwork for the original JV was drawn up a long time ago and they announced that they intended to sign by the Autumn. This suggests to me they were always keeping their options open.

[arc2006] 01/10/2009 07:46

No Q, that's exactly how I see it too. As I said before I think they have many more opportunities now than they had earlier in the year. However, they may have only just taken that decision so we may have a little longer to wait. I was told the paperwork for the original JV was drawn up a long time ago and they announced that they intended to sign by the Autumn. This suggests to me they were always keeping their options open.

[quinan] 01/10/2009 07:37

Maybe but I think the sticking point was by NPH I don't think they want to give NPL2008 away to cheaply as they say initial exclusive negotiations. To me I feel NPH were a bit rattled by the first phase 111 results and jumped to soon when they were offered a second deal. After they looked into it further they realised the problems and know it will get through next time, but the future sales could be very fruitful hence the termination of an exclusivity deal, any deal now will allow they to licence NPL2008 on many fronts giving NPH a bigger slice of the pie.

Thats how i read it hope i don't have roes tinted glasses

[arc2006] 01/10/2009 07:31

Yes, but perhaps now not as far along as we thought.

[quinan] 01/10/2009 07:22

They way I read it no they said after initial exclusive negotiations on a North American deal were terminated. Then say NPL-2008 is on hold as we continue in partnering discussions and assess the alternatives for funding the study.

So they are still in discussions?

[arc2006] 01/10/2009 07:16

The JV mentioned in May is not happening. We are assuming that the reason for this is that NPH weren't happy with the terms and felt that there were better opportunities available to them now. What is clear is that all seem to agree on the reason for the initial failures being a dosage issue. Mount Sinai is prepped and ready for the new Phase III trial and Catalent will be providing the fluoxetine in some form or another, possible still the melt in the mouth tablet, maybe something different. The company has been locked in with the "North American" company very soon after the inital phase III trial. We don't know when talks terminated but there is no reason to suggest we won't get JV "news" in the very near future as there were several interested parties.

[ihavenoclue] 01/10/2009 07:06

Quinan ... is the JV now off ? Thought it meantioned it was terminated ?

[quinan] 01/10/2009 06:58

ENEG might be worth a look today?

[quinan] 01/10/2009 06:39

Completely agree OK some may have only jumped in on the hope that the JV would have been announced but I feel most here knew that would not happen yesterday more like end of Oct or mid Nov.

BUT there was lots of juicy news such as two new products to bring in revenue by 2011 also positive noises on all the other compounds.

This should be moving up strongly on that sort of news???

[boobly] 30/9/2009 21:59

!
Very disappointing response by the market .

Statement looked fine to me , and on a very limited sales we`re down 31% , number 2 on the advfn board , in a very soft market today .

Very ,very OVERSOLD .

Bounce tomorrow .

[quinan] 30/9/2009 10:29

Well I was surprised with the two new products which will generate
near-term revenue opportunities, NPL-2505 and NPL-2510, both of which are global opportunities. This is above and beyond 2005-2009 and 2003. so even if we took NPL2008 out of the equation this company has global opportunities in their words.

[mike_f] 30/9/2009 10:09

Highlights as i see it...

We know that Neuropharm have undergone a detailed analysis of the SOFIA data and we know that it is not dead...

'This analysis has led us to conclude that NPL-2008 merits further study in the treatment of Autistic Disorder and that the compound retains the potential to be the world's first licensed therapy for this indication.' We also know that they are still in negotiations on signing a JV with a partner.

We now know that the company has 2 more near-term products in the pipeline that are able to be funded with current resources...

'Whilst much of our effort during the year has been directed towards NPL-2008, we have also made significant advances on other projects in our pipeline. The Company is now focusing on two new near-term revenue-generating opportunities, NPL-2505 and NPL-2510, both of which are global opportunities and could be funded over the next financial year from existing resources. NPL-2505 is a branded pharmaceutical and NPL-2510 is a biological screen for autism.'

We know that developments on NPL-2005 & NPL-2009 are progressing well...

'The positive results from the Phase IIa study of NPL-2009, which is based on the existing mGluR5 antagonist fenobam, were later published in the peer-reviewed Journal of Medical Genetics at the beginning of 2009. The results are believed to mark the first time that the effects of a potential targeted treatment have been reported in patients with Fragile X Syndrome. The data obtained from this study suggested that NPL-2009 was well tolerated after an initial dose and that a positive effect was seen on a surrogate assessment of brain function.'

'The results of the fenobam Phase IIa study have prompted considerable interest and placed Neuropharm in at the forefront of Fragile X Syndrome research.'

All in all things are progressing well for them, we know we need further funding in which to conduct the second Phase III trial on NPL-2008 and the talks continue with a possible partner. The cash position was slightly better than expected at £7mill and the amount of cash currently held is said to last them at least 12months without further funding. We now need to be patient... we know what is going on and I feel things will start to come good sooner rather than later!

All IMO and DYOR. GLA