city-investor

#ROCK #rockfire very excited about this one. Imo we should be sitting 3-4x of current SP Huge exploration campaign of 30 holes in 2026 Recent placing out the way so no risk of further dilution 15 M/t current resource at molaoi $3.4bil in ground val Upside 40-50 M/t

#NFX Huge upside on licensing deal The deals illustrate the potential of NXP002 treatment of IPF PPF RedX to AstraZeneca/2020 $377m Galecto/ Galectin-3 to Bristol Myers Squibb $444m Promedior to Bristol Myers Squibb/2015Roche/2020  $1,250 $1,390 Multiple parties interested

#NFX some big money flying in now! The below numbers look juicy! We are in advanced stages of an out licence deal! Value could be in region of £52m vs current mcap of £4m

#NFX Trading at 0.20 (£5m MCAP) previously peak 13/14p (£65M) NXP002 ✅ IP granted globally ✅ EMA approval ✅ European and U.S FDA ODD Granted ✅ Preclinical deal discussions with big pharma Broker values NXP002 at £52.8M (risk-adjusted). Potential global deal: $360–450M + royalties. 💊🧫 The net proceeds of the Placing will be used by the Company to drive forward its NXP002 programme, an inhaled treatment for idiopathic pulmonary fibrosis ("IPF") and progressive pulmonary fibrosis ("PPF") and for general corporate purposes.  In particular, the net proceeds will be used to fund a focused programme of additional pre-clinical studies to reinforce areas identified during ongoing out-licensing discussions and due diligence with both large pharmaceutical and speciality pharma partners, and to further advance the NXP002 programme.  Whilst completion of the focused studies will represent important value inflection points for the NXP002 programme it is not expected that all the studies will need to conclude for an out-licensing or collaborative development transaction to complete

#NFX looking abit leaky this pm. Whatsup?

Who controls the media? Meta owns: Facebook Instagram WhatsApp Messenger Threads Oculus / Meta Quest VR Meta AI Meta is controlled by Mark Zuckerberg who is jewish Alphabet owns: Google YouTube Android Gmail Chrome Pixel phones Nest smart home devices Fitbit (acquired in 2021) DeepMind Gemini AI assistant/model family Waymo — self-driving cars Verily — health technology Calico — longevity research Wing — drone delivery Alphabet is controlled by Larry Page and Sergey Brin who are both jewish Tic Tok U.S. algorithm, cybersecurity and infrastructure is controlled by Oracle Oracle is controlled by Larry Ellison and he’s jewish Hookup Apps Match Group owns: Tinder Hinge OkCupid Match.com Plenty of Fish Meetic The League BLK Archer OurTime Was founded by Barry Diller who is jewish Grindr Was founded by Joel Simkhai who is jewish Bumble Was founded by Whitney Wolfe Herd who is jewish Porn Onlyfans Owned by Leonid Radvinsky who is jewish Vixen Media Group owns: Blacked Blacked Raw Vixen Tushy Deeper Founded by Greg Lansky who is jewish Aylo/MindGeek Owns/owned: Pornhub YouPorn RedTube Brazzers Reality Kings Digital Playground Men.com Sean Cody Tube8 Solomon Friedman is the owner of Aylo and he’s jewish Gamma Entertainment owns/operates: Adult Time Pure Taboo Wicked Girlsway many affiliate studios/platforms Founded by Karl Bernard who is jewish Movies/TV/News Warner Brothers Discovery owns: Warner Bros. Pictures HBO CNN DC Studios Cartoon Network Discovery Channel TNT TBS Max (formerly HBO Max) Adult Swim HGTV Food Network Animal Planet Warner Brothers is run by David Zaslav who is jewish Disney owns: ESPN ABC Marvel Studios Lucasfilm Pixar 20th Century Studios Disney+ Hulu (major controlling stake) National Geographic Disney is run by Bob Iger who is jewish Paramount Global owns: Broadcast & News CBS CBS News CBS Sports Local CBS stations Film Studios Paramount Pictures Paramount Animation Paramount Players Cable Networks MTV Nickelodeon Comedy Central BET VH1 CMT TV Land Smithsonian Channel Logo TV Pop TV Streaming & Premium Paramount+ Showtime Pluto TV Major franchises/IP Top Gun Mission: Impossible Star Trek South Park (licensing/streaming arrangements) SpongeBob SquarePants Transformers Teenage Mutant Ninja Turtles Paramount Global is controlled by Sheri Redstone, who is jewish Comcast owns: * NBCUniversal * NBC * Universal Pictures * Peacock * MSNBC * CNBC * Telemundo * Sky (Europe) * DreamWorks Animation * Xfinity Comcast is controlled by Roberts family who is Jewish AI/Data Centers OpenAI/ChatGPT Run by Sam Altman who is jewish Palentir provides advanced data integration, surveillance, AI, and analytics infrastructure used by military, intelligence, law enforcement, and major corporations. Its platforms help organizations combine massive amounts of fragmented data into real-time operational intelligence for warfare, policing, logistics, cybersecurity, manufacturing, and decision-making, making it one of the most strategically influential data and defense technology companies in the world. Owned and operated by Peter Thiel and Alex Karp both jewish Oracle owns: Oracle Database Java MySQL NetSuite Cerner Sun Microsystems technologies It’s important because it owns core infrastructure software that powers governments, banks, hospitals, corporations, and large parts of the internet. Its control of technologies like Oracle Database, Java, MySQL, and Cerner gives it enormous influence over the backend systems modern society depends on. Owned by Larry Ellison who is jewish

#NFX Trading at 0.17 (4m-4.5m MCAP) previously peak 13/14p (£65M) NXP002 ✅ IP granted globally ✅ EMA approval ✅ European and U.S FDA ODD Granted ✅ Preclinical deal discussions with big pharma Broker values NXP002 at £52.8M (risk-adjusted). Potential global deal: $360–450M + royalties. 💊🧫 The net proceeds of the Placing will be used by the Company to drive forward its NXP002 programme, an inhaled treatment for idiopathic pulmonary fibrosis ("IPF") and progressive pulmonary fibrosis ("PPF") and for general corporate purposes.  In particular, the net proceeds will be used to fund a focused programme of additional pre-clinical studies to reinforce areas identified during ongoing out-licensing discussions and due diligence with both large pharmaceutical and speciality pharma partners, and to further advance the NXP002 programme.  Whilst completion of the focused studies will represent important value inflection points for the NXP002 programme it is not expected that all the studies will need to conclude for an out-licensing or collaborative development transaction to complete

#NFX 👀 Nuformix (NFX) is shaping up as a serious licensing candidate in idiopathic pulmonary fibrosis (IPF), built around its lead asset NXP002. This isn’t just another early-stage biotech story. NXP002 is a reformulated version of tranilast, designed for inhalation, meaning it targets the lungs directly rather than going systemic. In a disease like IPF, where tolerability and long-term use are key, that’s a meaningful differentiator versus existing oral treatments. What makes this particularly interesting is the tranilast backbone itself. Tranilast isn’t an unknown or unproven compound, it was originally developed and commercialised by Kissei Pharmaceutical. That gives it a known safety and pharmacology profile, which significantly reduces one of the biggest risks in drug development compared to brand new molecules. NXP002 effectively takes that known biology and combines it with: * A new inhaled delivery route * Fresh IP protection * Targeted application in fibrosis That combination is powerful. It’s not starting from zero, it’s building on an already validated compound and improving how it’s delivered, which is exactly the kind of de-risked innovation pharma looks for when licensing. The company now has both US FDA Orphan Drug Designation and European orphan status. That brings: * Market exclusivity (7 years US / 10 years EU post-approval) * Reduced regulatory costs * Increased attractiveness to pharma partners focused on rare disease returns IPF is also a proven deal market. Large pharma is already active here, including Boehringer Ingelheim (Ofev) and Roche (Esbriet), with others like United Therapeutics and AstraZeneca actively expanding in respiratory and rare disease. That creates a clear and logical partner universe. These companies already have: * Commercial infrastructure in lung disease * Ongoing pipeline needs in fibrosis * Incentive to acquire or license differentiated assets Nuformix has already indicated it is engaging with multiple potential partners with the goal of out-licensing NXP002. The key point is that this is no longer just theoretical science, it is an asset being positioned for commercialisation. At ~£4–5m market cap, the valuation disconnect is obvious. IPF deals regularly involve upfront payments and milestone packages that exceed the entire current value of the company. A typical re-rate path in this type of situation looks like: * ~0.2p range: ignored microcap * ~0.5p: recognised IPF licensing story * ~1p: deal expectation priced in * 1.5p–3p+: deal announcement territory The shift from “interesting science” to “partnerable asset” is where these stocks tend to move fastest, and NFX now has the regulatory backing, a de-risked molecule in tranilast, and a clear commercial pathway that puts it firmly in that transition zone.

#NCYT might bring a mini bull run in the pharma sector with #NFX and #PYC as my other pharma exposure

#NCYT doesn't stop looking strong. #NFX could do well and follow

#nfx volume picked up friday Are we finally heading back towards 0.3p

Came across this for #NFX #NFX Hantavirus link Nuformix's relevance to Hantavirus lies in the shared pathological mechanism of the NLRP3 inflammasome and the resulting cytokine storm. Research has shown that Hantavirus infection triggers the NLRP3 inflammasome, leading to the excessive release of pro-inflammatory cytokines like IL-1$\beta$, which cause the life-threatening vascular leakage and acute respiratory distress characteristic of Hantavirus Pulmonary Syndrome (HPS). Nuformix’s lead asset, NXP002, is an inhaled formulation of Tranilast, a potent NLRP3 inhibitor. By delivering this anti-inflammatory agent directly to the lungs, NXP002 could theoretically mitigate the "microvascular leak" and severe pulmonary inflammation triggered by the virus. While Nuformix officially targets chronic fibrosis, the ability of their core technology to suppress the specific inflammatory pathways that drive Hantavirus mortality provides a strong scientific "hook" for its potential application in acute viral respiratory crises. Summary of the link between NFX and Hantavirus: The Trigger: Hantavirus activates the NLRP3 inflammasome, causing lung fluid and vascular collapse. The Solution: Nuformix's NXP002 (Tranilast) is a known NLRP3 inhibitor. The Delivery: Because Hantavirus primarily attacks the lungs (in HPS), Nuformix’s inhaled delivery method is ideally suited to treat the site of infection more effectively than traditional oral drugs.

While Nuformix officially targets chronic fibrosis, the ability of their core technology to suppress the specific inflammatory pathways that drive Hantavirus mortality provides a strong scientific "hook" for its potential application in acute viral respiratory crises.

NXP002, is an inhaled formulation of Tranilast, a potent NLRP3 inhibitor. By delivering this anti-inflammatory agent directly to the lungs, NXP002 could theoretically mitigate the "microvascular leak" and severe pulmonary inflammation triggered by the virus.

#NFX Hantavirus link, #NCYT has done 100% since nfx next imo Nuformix's relevance to Hantavirus lies in the shared pathological mechanism of the NLRP3 inflammasome and the resulting cytokine storm. Research has shown that Hantavirus infection triggers the NLRP3 inflammasome,

#NCYT nearly a bag since I mentioned the below. #NFX next pharma to bag...

#NFX Nuformix (NFX) is shaping up as a serious licensing candidate in idiopathic pulmonary fibrosis (IPF), built around its lead asset NXP002. This isn’t just another early-stage biotech story. NXP002 is a reformulated version of tranilast, designed for inhalation, meaning it targets the lungs directly rather than going systemic. In a disease like IPF, where tolerability and long-term use are key, that’s a meaningful differentiator versus existing oral treatments. What makes this particularly interesting is the tranilast backbone itself. Tranilast isn’t an unknown or unproven compound, it was originally developed and commercialised by Kissei Pharmaceutical. That gives it a known safety and pharmacology profile, which significantly reduces one of the biggest risks in drug development compared to brand new molecules. NXP002 effectively takes that known biology and combines it with: * A new inhaled delivery route * Fresh IP protection * Targeted application in fibrosis That combination is powerful. It’s not starting from zero, it’s building on an already validated compound and improving how it’s delivered, which is exactly the kind of de-risked innovation pharma looks for when licensing. The company now has both US FDA Orphan Drug Designation and European orphan status. That brings: * Market exclusivity (7 years US / 10 years EU post-approval) * Reduced regulatory costs * Increased attractiveness to pharma partners focused on rare disease returns IPF is also a proven deal market. Large pharma is already active here, including Boehringer Ingelheim (Ofev) and Roche (Esbriet), with others like United Therapeutics and AstraZeneca actively expanding in respiratory and rare disease. That creates a clear and logical partner universe. These companies already have: * Commercial infrastructure in lung disease * Ongoing pipeline needs in fibrosis * Incentive to acquire or license differentiated assets Nuformix has already indicated it is engaging with multiple potential partners with the goal of out-licensing NXP002. The key point is that this is no longer just theoretical science, it is an asset being positioned for commercialisation. At ~£4–5m market cap, the valuation disconnect is obvious. IPF deals regularly involve upfront payments and milestone packages that exceed the entire current value of the company. A typical re-rate path in this type of situation looks like: * ~0.2p range: ignored microcap * ~0.5p: recognised IPF licensing story * ~1p: deal expectation priced in * 1.5p–3p+: deal announcement territory The shift from “interesting science” to “partnerable asset” is where these stocks tend to move fastest, and NFX now has the regulatory backing, a de-risked molecule in tranilast, and a clear commercial pathway that puts it firmly in that transition zone.

#nfx the numbers here are mouthwatering Current NXP002 valuation of £52m vs our mcap of £4.7m Licence deal to land soon