Onzima Ventures Share Discussion Threads

[someuwin] 16/6/2016 12:44

I emailed Nigel asking about the regulatory requirements of reformulated drugs Vs new drugs.

He has replied with the following.

(This is very important imo, and vividly shows what a good business model N4 have.

Much less risk than a new drug discovery company. Plus a much quicker and cheaper route to commerciality!)


"a brand new drug takes 10 years or more and has to do 3 phases of trial phase 1 is safety and toxicity phase 2 a small scale Hunan study and phase 3 a very large human study. this costs many millions usually £500m +

for an existing drug that you are not changing the claim for you go straight to a small scale human study. this is called bio equivalence study. you use all the original data when the drug was first launched as part of your approval submission

the USA has a process called 505b2 to make this even easier and quicker. as long as the new drug formulation is within certain parameters of the amount of drug in the body. our formulation aims to use this pathway. the fda also has a meeting called pre inda approval. to get this we edit a very small study and present our rationale for why we meet 505b2 requirements. if they agree then it is binding once a larger study has been done. it is at this point a commercial partner takes the project forward and pays us milestones as they have a guarantee to get approval as long as the trial gives the results pre agreed with the fda

our process is therefore much cheaper and much quicker than a new drug

hope that is clear

Nigel"

[jakleeds] 16/6/2016 12:31

Nice reversal today, what a lovely chart.

Ready for the next leg up IMO. A few more director buys wouldn't go amiss either...

[someuwin] 16/6/2016 11:05

Reading this recent RNS (with my highlights) its clear that N4 is worth several times its current valuation already...


"The Company is pleased to announce that N4 Pharma Limited ("N4 Pharma"), its 49% owned investee, has acquired the exclusive global rights to a wide range of novel patents from Opal IP Limited ("Opal") for new uses and formulations of many of the world's leading off patent or soon to come off patent drugs. At the same time, Opal has entered into a consultancy services agreement with N4 Pharma whereby it will provide patent and formulation support in connection with N4's Cocrys(R) technology.

Opal based in Scotland was established by Peter Brown and Peter Lawton, Lawton formerly director of life cycle maximisation and VP of global litigation strategy and patent coordination for GSK is backed by a team of medical, scientific and formulation specialists. Peter has substantial expertise and success in having developed new patents that substantially extended the life cycle management of some of the world's largest pharma brands such as Paxil and Augmentin. He has since used his expertise to write a vast number of patents for other drugs which can either extend their life cycle or be a rich source of differentiation for generic companies once the drug comes off patent.

Under the terms of the deal with Opal, N4 Pharma has an exclusive agreement to evaluate the most commercially valuable patents which will then be assigned to it pursuant to an assignment and royalty agreement with Opal and filed by N4 Pharma for commercial development.

N4 Pharma CEO Nigel Theobald commented:

"This arrangement with Opal massively extends our capability for formulating new versions of drugs with huge commercial potential. It also brings us access to world leading experts to develop new patents and opportunities for the cocrystal products we are already developing using Cocrys(R).

Reformulation is the key to creating value for off patent and soon to be off patent drugs and having access to the level of expertise in Opal gives us a huge advantage in this space. Not only do we have the exclusive rights to the most effective way to manufacture co-crystals we will now own the patents for a range of drugs that can be made using either Cocrys(R) or combinations of other available reformulation technologies."

[someuwin] 16/6/2016 09:58

...See what I mean.

[someuwin] 16/6/2016 09:24

Quite volatile - as you'd expect from such a small mkt cap.

Big moves work both ways.

[fido] 15/6/2016 23:44

Walloon3,

It`s "he`s" you halfwit.

[walloon3] 15/6/2016 22:10

when is an idiot not an idiot?

clue - its when hes considerably richer than yow!

[keya5000] 15/6/2016 20:47

I bought a few just before the time of the late trade at close and that's what I was paying.

[someuwin] 15/6/2016 20:01

From LSE

"8,000,000 late trade gone through at 1.715?. Can't believe this is a sell at this price, in my opinion is is a worked buy. That works out at £137,200 or 5% of the company in one trade. It will be interesting to see who has picked them up."

[fido] 15/6/2016 19:10

Walloon3,
Sorry Walloon, I don`t have time to talk to idiots like you anymore.

[someuwin] 15/6/2016 12:03

"Well, according to Theobald, it is an option, but only one of a number of options.

The flexibility of his model is that each of the company’s innovations can be funded individually on a stand-alone basis, with different sources and quantum of capital dependent on the particular requirements of the drug candidate or prospective product.

The strength of the business is the clever way it has been pieced together.

“We have a reformulation and a vaccine play and in Opal the patent expertise,” he says of N4.

“It is a new way of putting together a small [healthcare] company, but one I think is going to work very well and can quickly become a large healthcare company.”

[sophisticatedtrader] 15/6/2016 11:13

Someuwin ... you are correct...imagine what will happen when this comes on the radar and the herd comes in!!!

[someuwin] 15/6/2016 11:09

As always with this one, the slightest bit of buying and the price moves up.

[sophisticatedtrader] 15/6/2016 11:08

Onwards and upwards from here imvho

[someuwin] 15/6/2016 10:48

Someone taking a bit of profit.

Nothing wrong with that - and lets us buy cheaper.

[sophisticatedtrader] 15/6/2016 10:46

Why the sells??? Are they stops being taken out??? All imvho of course

[gimmetheloot] 15/6/2016 08:32

VRP £28 mcap.

SAR £20m mcap.

AMYT £38m mcap

MTFB £49m mcap.

FARN £62m mcap

MTPH £46m mcap.

What would N4 be if it held it's own listing £20m say to be really conservative.

That would value our 49% at c£10m, add a further £2m for the 'asset trading' division and a £10m mcap would seem appropriate.

I seek value and I see under value here by the bucket load.

That's about a share price of 8p.

We are crazy cheap here at the moment.

[fido] 14/6/2016 23:36

keya5000,
rearrange these words to see if you can make it any different.

RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP
RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP
RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP
RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP
RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP
RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP RAMP

[kellyharper] 14/6/2016 21:47

Onzima Ventures highlights cancer vaccine potential in N4 Pharma vector
14th June 2016

[keya5000] 14/6/2016 20:32

From LSE, clear outlines the value here.


AIM listed pharma companies
Today 20:30
VRP £28 mcap.

SAR £20m mcap.

AMYT £38m mcap

MTFB £49m mcap.

FARN £62m mcap

MTPH £46m mcap.

What would N4 be if it held it's own listing £20m say to be really conservative.

That would value our 49% at c£10m, add a further £2m for the 'asset trading' division and a £10m mcap would seem appropriate.

I seek value and I see under value here by the bucket load.

That's about a share price of 8p.

We are crazy cheap here at the moment.

[someuwin] 14/6/2016 20:12

Good podcast from yesterday...

[keya5000] 14/6/2016 16:06

someuwin N4 listed with a mcap of £20m would not half give us a shift on.

When you look at the comparable companies MTFB etc £20m seems quite reasonable.

[someuwin] 14/6/2016 15:57

Cheers keya.

I would prefer to see N4 with a separate listing. If done right is could multiply the value to ONZ overnight.