Onzima Ventures Share Discussion Threads

[bigego] 25/7/2016 20:35

Why did LSE ban you Davey?

Surely not because you are a complete bare faced liar surely?

[keya5000] 25/7/2016 20:22

I would very much doubt your last statement also.

Complete fantasist and compulsive liar.

You have lied from day one what your agenda here is.

[keya5000] 25/7/2016 20:20

How much cash did UTN generate Dave. Sorry should have said profit over a ten year period you promoted it?

It's the potential like 90% of AIM sooner your two brain cells and that's being kind realise that the better.

[fido] 25/7/2016 20:18

At least I`m not a liar.

[fido] 25/7/2016 19:59

bigego,
Maybe do a bit of research with some of Burnells connections who are quite good at making investors money vanish.

[fido] 25/7/2016 19:57

And what revenue are the sum total of all those patents generating-ZERO

Why?-because N4 has no deal so all the patenrs in the world don`t make the slightest bit of difference of ZERO revenue for the next couple of years.
Pass me that begging bowl again.

[patientcapital] 25/7/2016 15:49

someuwin - 02 Jun 2016 - 12:56 - 13 of 328 - 1"...Now back to that patent point. It is not the fact that N4 filed 45 patents protecting this reformulation that really stands out.It is the lawyer who made those filings that catches the eye.He is Peter Lawton, ex-legal counsel for GlaxoSmithKline (GSK), who now runs his own company, called Opal IP.Lawton’s previous work helped maintain and extend the lifespan of big sellers such as the antibiotic Augmentin and Paxil, an antidepressant, which literally added billions to GSK’s top line.That expertise in patent law counts for a lot when it comes to licensing your technology to Big Pharma, said Theobald.“The people who win at this game are not the best re-formulaters; the people who win are the ones with the strongest patents,â€? he explained..."http://www.proactiveinvestors.co.uk/companies/news/126256/n4-pharma-reveals-the-huge-potential-of-the-reformulation-game-126256.html

[bigego] 25/7/2016 15:17

Answer,
---It protects the IP of the product/system/invention you are creating, the revenue levels could be infinite or zero.

---It costs whatever the patent attorney charges and the filing fees. maybe do a bit of research into the connections that N4 hold with a fella who is actually quite good at progressing such.

[fido] 25/7/2016 14:54

Question.
How much revenue does a patent produce?
How much does one cost?

[patientcapital] 25/7/2016 14:26

"We will continue to file strong life cycle management patents for a range of drugs over the coming weeks and months. Our initial formulation focus is still on our work for Sildenafil and we are now working with clinicians and formulators to decide which of these additional new drugs we will start reformulation work on next."

[fido] 25/7/2016 11:13

PS,
If you were to stop spouting the same the same boring, lying, cheating exaggerations I would not have to keep arguing the same.

[fido] 25/7/2016 11:08

A must read.

[keya5000] 25/7/2016 07:52

That's perhaps right PC. N4 could find a 24 hour cure for all cancers and he would still say it's worthless.

Perhaps best to ignore.

[patientcapital] 25/7/2016 07:49

I'm going to try ignoring fido. Seems to me he is an attention seeker. Whether he'll get the price lower to buy I have my doubts. One thing is for sure he is fooling nobody.

[keya5000] 25/7/2016 07:29

Just looked back at my tweets cannot see any in which I ask DocH that.

Unlike you I have more than three actual real people following me.

What is pathetic is tweeting 24/7 a monotone rant all the same subject to no one whose listening

[keya5000] 25/7/2016 07:06

Not cut and pasted that article again have you.

Pmsl.

Tell you what is pathetic on Twitter your rants to the ten followers 24/7

[fido] 24/7/2016 23:26

A must read.

[bigego] 24/7/2016 21:02

Great post before K5000, it upset the nasty man!

--------

keya5000
24 Jul'16 - 19:52 - 206 of 228 2 0

thoughts below of an associate who holds an interest in ONZ covers the near term drivers very well. We all know this depends on the success of N4 but the main man has been there and done it before. Good chance we will see history repeat itself.

I asked Nigel Theobald why he left his previous company. He replied that he left because he thinks he can do better with n4.

That's good enough for me.

---------

I think the drivers for the ONZ share price catalysed by N4 are (in a very rough chronological order – although as you know it’s all highly uncertain!):

-Further patent filings for other potential drugs that can be reformulated b N4’s platforms (although admittedly these will not be major share price drivers, these announcements will help to paint a picture of the range of revenue streams that N4 could enjoy in the longer term)
-Results on sildenafil PoC studies
-Securing a major pharma as a partner in bringing a reformulated sildenafil to market. Ideally we’ll see the partner entirely funding the development whilst taking a big portion of future revenue share. This process of seeking a partner for sildenafil was commenced three months ago
-Securing a major partner for the Cocrys platform as a whole
-Grant funding for Nuvac and/or Nuvec platforms (again staves off equity dilution to N4 (and thus to ONZ), something that private investors love). These two appear slightly behind Cocrys in terms of development
-Results on further testing of Nuvac/Nuvec platforms
-Securing a major partner to fund the further development of these platforms
-Announcement of next major product to be developed on the platforms after sildenafil

Beyond these specific catalysts, what I really like about the N4 story is:

-Nigel’s track record in the space
-Nigel’s belief in the potential of the platforms that he has created (as evinced by his share purchases in placings and on the open market)
-The business model (circa £3m in total per reformulation of a particular product, and the short time to market (2.5-3 years); which if successful can result in annual sales for any particular product of many tens of millions of £)
-The likely route to market via ONZ. An RTO is the very obvious move here, with ONZ enjoying a bargaining chip via its existing loan note (which will likely be made convertible at the time of RTO, along with the issuance of consideration shares for Nigel and a placing of new shares to fund the next two years of ops). I don’t think this will occur until news of a partnership with a major comes, at which point the RTO can be achieved at a materially higher share price
-The obvious takeover target that N4 represents (specifically, by Pfizer, given that sildenafil is N4’s first drug it is reformulating. I picture Pfizer taking out all of N4 and first and foremost using the reformulated sildenafil to simply ‘refresh’; its market leading Viagra brand (“Viagra XL”?!))

I’m also getting increasingly confident that a second (and potentially third) biopharma investment will be made in the near future.

The rationale for this is based on:
- our CEO hinting at increasing exposure to the space (in the Year End results);
- the creation of the two divisions, asset trading and business development (were only one long term investment to be made and held, I feel that the creation of the B.D. division would have been largely pointless);
- our directors not having bought stock on the open market. Inside?


So news on this front likewise has the potential to act as a significant share price driver for ONZ.

I believe cash burn is currently circa £15k per month, so there’s ample leg room before any fundraise is required. Indeed, it would seem that the Asset Trading division is covering all corporate overheads!

[bigego] 24/7/2016 20:45

Are we off to the local Bargain Booze for a top up?