Nuformix Share Discussion Threads

[learner9] 13/11/2019 22:43

Hi Gibso. The co-crystal will be solid state so would be delivered as a tablet or as an IV solution (same as current medication EMEND). My view is this is very early days for Nuformix in CINV, as they are currently only in phase 1 and haven't yet released any clinical data offering advantage over EMEND. And EMEND is now coming off patent with generic competition coming on stream (eg Sandoz) and competitor activity (Heron). Also many other players with different mechanisms are probing CINV (eg Acacia Pharma). So I think the current market cap of Nuformix seems high given early stage and would look at this as a long term prospect.

[gibso6767] 13/11/2019 20:14

Soup ,snap ,just thanked lse poster .
Thank you.

Surely news is imminent .

Dan comes across as a thoroughly decent level headed chap .

Again thank you for posting link Michael

[soupdragon55] 13/11/2019 19:12

Gibso & Learner9,This interview with Dan from a couple of weeks ago gives a good explanation of cocrystal technology. https://anchor.fm/careers-in-discovery/episodes/Dan-Gooding--Nuformix-e88ua8

[whatsthepoint] 13/11/2019 14:36

Short lives rally still loads of weak holders with no patience to await news or an update

[whatsthepoint] 13/11/2019 12:47

Looking a lot better now most of the weak holders must have jumped ship. They will all come flocking back when the penny drops

[soupdragon55] 13/11/2019 07:30

Https://clinicaltrials.gov/ct2/show/NCT03889366Might give you some more background.

[gibso6767] 13/11/2019 06:47

Hi learner , yes that’s my gleaning of it , so if a treatment comes in let’s say a tablet firm do they alter its physical form so it liquid ie drip fed , or gaseous.

Would love to see a presentation of it ie from scratch to end product .
Thank You for a nice well put together reply .

Well soon be nigh on three weeks since Times Leak , so hopefully this side of Christmas for this particular news , think I’ve read Interims are due soon as well .

Took advantage of share price drift to buy more .

[learner9] 12/11/2019 23:40

Hi Gibso. Having read a bit on this. Looks like co-crystals are just another way of forming a new version of the drug, in a physical sense. So by combining the active ingredient of the drug with another component in the crystal lattice, you might get something better from an efficacy perspective. Like better bioavailability, stability , solubility etc.


If you do that you could then register that as a new chemical entity, and obviate any patent infringement wrt to the existing drug.

Which looks like what Nuformix are aiming to do. But its not yet clear to me what advantage their co crystal has over the existing marketed products

[gibso6767] 12/11/2019 22:59

Learner that in itself is a brilliant question , if you google it and Wikipedia it you do get answers as such , so what do the cocrystal treatments we harness , create look like , what form do they come in ?

Not being facetious, I’d love a simplistic explanation please

[soupdragon55] 12/11/2019 22:02

It gets added to cornflakes to make frosties.

[learner9] 12/11/2019 20:44

So what does this cocrystal stuff do?

[learner9] 12/11/2019 20:44

So what does this cocrystal stuff do?

[ny boy] 11/11/2019 23:28

Just an opportunity to buy in cheaper

[si c] 11/11/2019 16:24

That was always going to be the problem if the confirmation of the deal wasn't relatively quick.

[whatsthepoint] 11/11/2019 14:38

Drifting because impatient holders are still selling

[whatsthepoint] 11/11/2019 09:21

Yes all shows it is only a matter of time that NFX will get good news on cannabinoids !

[thefartingcommie] 11/11/2019 09:18

from lse..

Bgasensio

RE: Great news.11 Nov 2019 08:44

Indeed.

One of them was already mentioned in the Ebers update RNS on 9th Sep.

“About the Cannabinoid Product Market

The cannabinoid product market is perceived to be a rapidly growing and significant market in products not containing THC. The projected US cannabinoid-based pharmaceuticals market alone is expected to grow ~US$ 50bn by 2029 1. The existing wider cannabinoid product market is large and growing. Global CBD product sales are estimated at £1.1bn in 2018 and forecast to reach £22bn by 2025 2, with GW Pharma's Epidiolex, a CBD-based pharmaceutical product, forecast to achieve annual sales of £1.7bn 3. Through the agreement with Ebers Tech, Nuformix will benefit from adding its technology to a range of products into multiple markets versus taking a single product containing our technology into a single market.”

[thefartingcommie] 11/11/2019 09:16

News › UK
First cannabis medicines Epidyolex and Sativex approved for use on NHS to treat epilepsy and multiple sclerosis

Rebecca Speare-Cole
33 minutes ago

[whatsthepoint] 11/11/2019 09:07

That's a pretty confident purchase first thing this morning £21,400 for 200,000 shares.

[volsung] 09/11/2019 12:47

Twould be pleasant in no small measure should we be able to peruse a worthy RNS come start of forthcoming week

[pauliewonder] 08/11/2019 22:30

I bought in before news. Looks a great risk/reward play if they get a good deal in Japan. If not, the company seems in good shape nonetheless