Jazalde
Forumer storico
vero'bisogna cercare quelle piu' piccole che stanno iniziando io ne ho trovata una e ho messo una piccola somma non mi espongo piu' di tanto
NicOx.... in attesa di.....
- Creatore Discussione DickSIM
- Data di Inizio
Jazalde
Forumer storico
si CKPT ora bisogna aspettare che il management faccia capire la strada che intende intraprendere per la commercializzazione e/o sperare che Merck o Regeneron magari fanno una bella offerta. ci vorra' un po' di tempo,spero entro 6 mesi
Jazalde
Forumer storico
visto purtroppo qui ci vuole pazienza perche credo che alla fine dovrebbe dare soddisfazzione certo bisogna vedere il management come e' connivente con i banditi pero' penso che almeno 7-8 dollari dovrebbe valere con un offerta di merck o regenron
viralic
Forumer storico
forse anche qualcosa in più......10
Jazalde
Forumer storico
speriamo certo il potenziale c'e' poi bisogna vedere come gestiranno il lavoro spoco i banditi e il management che da quello che ho letto ha qualche causa legale degli azionisti sulle spalle e quindi affidabilita?spero nellìinteresse delle Big
viralic
Forumer storico
la " FINTE" cause legali le hanno il 50% delle società americane, siano esse biotech siano di altri settori....in america gli avvocati lavorano cosi per farsi pubblicità.....ogni volta che un titolo crolla aprono una raccolta di firme per una class action ...che nel 95% dei casi finisce in nulla....ma intanto gli avvocati racimolano 4 soldi dai gonzi azionisti. CKPT ha ancora in ballo una class action ( che finirà in nulla dopo questa approvazione) che è partita un anno fa dopo la CRL a causa della fabbrica terza che avrebbe dovuto preparare il farmaco....ma ce l'ha anche vanda perchè il suo farmaco ultimo ha rIcevuto una crl.......Ce l'ha anche viking ( anche dopo una salita del 300% negli ultimi anni) per motvi che non ho ben capito....insomma una vera pagliacciata tipica americanata .....siamo seri, siamo europei.....le caxxate del superdrogato Elon Musk lasciamolo a loro e alle sue caxxo di macchin elettriche che ogni tanto negli USA ne saltano per aria una a causa delle batterie difettose.....o al grande BIDEN anche detto rimbambiden....che grazia il figlio drogato fino alle orecchie ( e guarda caso con molti interessi di dubbia legalità in Ucraina da anni) proprio un mese prima di lasciare la casa bianca e prima che la nuova amministrazione avrebbe potuto sbatterlo in galera per almeno 7 / 8 anni.
Ultima modifica:
PIZZODIGINO
Pacifico
Avete letto la lettera agli azionisti ?
Cosa ne pensate ?
Cosa ne pensate ?
PIZZODIGINO
Pacifico
Avete letto la lettera agli azionisti ?
Cosa ne pensate ?
[td]
[/td]
[td]
[/td]
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[td][/td]
Gavin Spencer
Chief Executive Officer
Chief Executive Officer
[td]
Letter to Shareholders
[/td][td]
“We expect 2025 to be an inflection point for the company.”
[/td][td]
[/td]
[td][/td]
Dear Shareholder,
As we end 2024, I would like to take a look back at the highlights for Nicox in what has been a constructive and intense year for the Company. We have taken key decisions in order to align around 3 axes intended to deliver shareholder value: significantly reinforcing our financials, broadening and strengthening our partnerships, allowing us to continue to advance the development of NCX 470.
On the corporate side, following my appointment as CEO in February, we have entirely renewed our Board of Directors, bringing in new members with significant biotech leadership experience who have all led organisations through major changes. With their deep experience in financing and identifying and structuring business combinations they are ideally placed to guide us through the development of the future strategy for the company.
Reinforcing our financial position
Thanks to new financing of over €22 million through equity, licensing and a royalty sale, we have secured funding for the Company through to the third quarter of 2025, and fully financed the Denali trial. This was also achieved through the restructuring of our debt and streamlining of costs. In the process, Ocumension Therapeutics, our Chinese partner, and Soleus Capital, who acquired the VYZULTA royalty, have become significant shareholders in Nicox. Additionally, we have also been able to partially reimburse our debt, which improves our strategic position and the commercialization of ZERVIATE in China provides a new revenue stream.
Acceleration in partnerships
Concerning partnerships, this year has also been very fruitful. Working alongside Nicox on the NCX 470 Denali clinical trial, our partner Ocumension Therapeutics also obtained approval for ZERVIATE in allergic conjunctivitis in China. Thanks to a rapid manufacturing campaign in their state-of-the-art Chinese facility, Ocumension has already made ZERVIATE available in the Chinese market, bringing a new revenue stream to Nicox through the royalty and future milestones payments.
In February we had further confirmation of the NCX 470 value proposition through the exclusive licensing deal with Kowa for Japan, accompanied by a €3 million payment on signature. We can potentially receive up to €27.5 million in milestones together with 7% to 12% royalties on net sales, and we are working closely with our Japanese colleagues to accelerate the development program.
We followed the Kowa deal with a new research and option agreement on our preclinical asset, NCX 1728, with Glaukos, a U.S. ophthalmic pharmaceutical and medical device company, to advance this candidate molecule. Glaukos has multiple opportunities to exercise the option to license NCX 1728, and the financial terms of the potential licenses have already been agreed, including upfront and milestone payments plus royalties.
Clinical Development
Regarding clinical trials, we announced recently that we have completed enrollment in the second Phase 3 trial (Denali) on our lead clinical asset, NCX 470. Thanks to the work of our excellent development and corporate teams in 2024, we are now within touching distance of the results from this pivotal trial. Completion of the Denali study will allow preparation and filing of New Drug Applications in both the United States and China.
With clinical data from two NCX 470 trials – (1) Whistler Phase 3b trial exploring the mechanism of action due in Q1 2025 and (2) the top-line results of the Denali trial in Q3 2025 – we expect 2025 to be an inflection point for the company. We are focused on partnering that will lead to the commercialization of NCX 470 in the United States, allowing Nicox to grow either as a result of M&A or through a licensing or JV structure providing the finance for the future development of the company.
Keeping in touch
We encourage interaction with our shareholders and remind you that if you have questions, you can contact us either via the form on our website at https://www.nicox.com/general-enquiries/, by writing directly to [email protected] or by calling us on +33 (0)4 97 24 53 00.
The entire team at Nicox, without whom we would not have achieved everything we have done this year nor be prepared for future challenges, thank you for your continued support and wish you all the best for the end of the year. I myself am preparing already for the first major Life Sciences event of 2025, the JP Morgan conference in San Francisco in January, with the opportunity to meet with key players from the financial sector and potential future partners.
I look forward to updating you on progress in 2025.
Sincerely,
As we end 2024, I would like to take a look back at the highlights for Nicox in what has been a constructive and intense year for the Company. We have taken key decisions in order to align around 3 axes intended to deliver shareholder value: significantly reinforcing our financials, broadening and strengthening our partnerships, allowing us to continue to advance the development of NCX 470.
On the corporate side, following my appointment as CEO in February, we have entirely renewed our Board of Directors, bringing in new members with significant biotech leadership experience who have all led organisations through major changes. With their deep experience in financing and identifying and structuring business combinations they are ideally placed to guide us through the development of the future strategy for the company.
Reinforcing our financial position
Thanks to new financing of over €22 million through equity, licensing and a royalty sale, we have secured funding for the Company through to the third quarter of 2025, and fully financed the Denali trial. This was also achieved through the restructuring of our debt and streamlining of costs. In the process, Ocumension Therapeutics, our Chinese partner, and Soleus Capital, who acquired the VYZULTA royalty, have become significant shareholders in Nicox. Additionally, we have also been able to partially reimburse our debt, which improves our strategic position and the commercialization of ZERVIATE in China provides a new revenue stream.
Acceleration in partnerships
Concerning partnerships, this year has also been very fruitful. Working alongside Nicox on the NCX 470 Denali clinical trial, our partner Ocumension Therapeutics also obtained approval for ZERVIATE in allergic conjunctivitis in China. Thanks to a rapid manufacturing campaign in their state-of-the-art Chinese facility, Ocumension has already made ZERVIATE available in the Chinese market, bringing a new revenue stream to Nicox through the royalty and future milestones payments.
In February we had further confirmation of the NCX 470 value proposition through the exclusive licensing deal with Kowa for Japan, accompanied by a €3 million payment on signature. We can potentially receive up to €27.5 million in milestones together with 7% to 12% royalties on net sales, and we are working closely with our Japanese colleagues to accelerate the development program.
We followed the Kowa deal with a new research and option agreement on our preclinical asset, NCX 1728, with Glaukos, a U.S. ophthalmic pharmaceutical and medical device company, to advance this candidate molecule. Glaukos has multiple opportunities to exercise the option to license NCX 1728, and the financial terms of the potential licenses have already been agreed, including upfront and milestone payments plus royalties.
Clinical Development
Regarding clinical trials, we announced recently that we have completed enrollment in the second Phase 3 trial (Denali) on our lead clinical asset, NCX 470. Thanks to the work of our excellent development and corporate teams in 2024, we are now within touching distance of the results from this pivotal trial. Completion of the Denali study will allow preparation and filing of New Drug Applications in both the United States and China.
With clinical data from two NCX 470 trials – (1) Whistler Phase 3b trial exploring the mechanism of action due in Q1 2025 and (2) the top-line results of the Denali trial in Q3 2025 – we expect 2025 to be an inflection point for the company. We are focused on partnering that will lead to the commercialization of NCX 470 in the United States, allowing Nicox to grow either as a result of M&A or through a licensing or JV structure providing the finance for the future development of the company.
Keeping in touch
We encourage interaction with our shareholders and remind you that if you have questions, you can contact us either via the form on our website at https://www.nicox.com/general-enquiries/, by writing directly to [email protected] or by calling us on +33 (0)4 97 24 53 00.
The entire team at Nicox, without whom we would not have achieved everything we have done this year nor be prepared for future challenges, thank you for your continued support and wish you all the best for the end of the year. I myself am preparing already for the first major Life Sciences event of 2025, the JP Morgan conference in San Francisco in January, with the opportunity to meet with key players from the financial sector and potential future partners.
I look forward to updating you on progress in 2025.
Sincerely,
[td]
[/td]
[td][/td]
Gavin Spencer
Chief Executive Officer
Chief Executive Officer
[td]
[/td]
Jazalde
Forumer storico
ma cosa vuoi pensare sono piene di frase solite e di prassi le fanno tutti per dire che il vino dell'oste e' sempre il piu' buono etc etc, ancora credi a queste formalita'?sensa alcun senso o valore carta sprecata (si fa per dire perche' non le spediscono) non vale la pena neanche leggerleAvete letto la lettera agli azionisti ?
[td]
[td]
[/td][td]
Gavin Spencer
Chief Executive Officer
[/td]
[td]
Letter to Shareholders
[/td]
[td]
“We expect 2025 to be an inflection point for the company.”
[/td]
[/td]
[td]
[td]
Dear Shareholder,
As we end 2024, I would like to take a look back at the highlights for Nicox in what has been a constructive and intense year for the Company. We have taken key decisions in order to align around 3 axes intended to deliver shareholder value: significantly reinforcing our financials, broadening and strengthening our partnerships, allowing us to continue to advance the development of NCX 470.
On the corporate side, following my appointment as CEO in February, we have entirely renewed our Board of Directors, bringing in new members with significant biotech leadership experience who have all led organisations through major changes. With their deep experience in financing and identifying and structuring business combinations they are ideally placed to guide us through the development of the future strategy for the company.
Reinforcing our financial position
Thanks to new financing of over €22 million through equity, licensing and a royalty sale, we have secured funding for the Company through to the third quarter of 2025, and fully financed the Denali trial. This was also achieved through the restructuring of our debt and streamlining of costs. In the process, Ocumension Therapeutics, our Chinese partner, and Soleus Capital, who acquired the VYZULTA royalty, have become significant shareholders in Nicox. Additionally, we have also been able to partially reimburse our debt, which improves our strategic position and the commercialization of ZERVIATE in China provides a new revenue stream.
Acceleration in partnerships
Concerning partnerships, this year has also been very fruitful. Working alongside Nicox on the NCX 470 Denali clinical trial, our partner Ocumension Therapeutics also obtained approval for ZERVIATE in allergic conjunctivitis in China. Thanks to a rapid manufacturing campaign in their state-of-the-art Chinese facility, Ocumension has already made ZERVIATE available in the Chinese market, bringing a new revenue stream to Nicox through the royalty and future milestones payments.
In February we had further confirmation of the NCX 470 value proposition through the exclusive licensing deal with Kowa for Japan, accompanied by a €3 million payment on signature. We can potentially receive up to €27.5 million in milestones together with 7% to 12% royalties on net sales, and we are working closely with our Japanese colleagues to accelerate the development program.
We followed the Kowa deal with a new research and option agreement on our preclinical asset, NCX 1728, with Glaukos, a U.S. ophthalmic pharmaceutical and medical device company, to advance this candidate molecule. Glaukos has multiple opportunities to exercise the option to license NCX 1728, and the financial terms of the potential licenses have already been agreed, including upfront and milestone payments plus royalties.
Clinical Development
Regarding clinical trials, we announced recently that we have completed enrollment in the second Phase 3 trial (Denali) on our lead clinical asset, NCX 470. Thanks to the work of our excellent development and corporate teams in 2024, we are now within touching distance of the results from this pivotal trial. Completion of the Denali study will allow preparation and filing of New Drug Applications in both the United States and China.
With clinical data from two NCX 470 trials – (1) Whistler Phase 3b trial exploring the mechanism of action due in Q1 2025 and (2) the top-line results of the Denali trial in Q3 2025 – we expect 2025 to be an inflection point for the company. We are focused on partnering that will lead to the commercialization of NCX 470 in the United States, allowing Nicox to grow either as a result of M&A or through a licensing or JV structure providing the finance for the future development of the company.
Keeping in touch
We encourage interaction with our shareholders and remind you that if you have questions, you can contact us either via the form on our website at https://www.nicox.com/general-enquiries/, by writing directly to [email protected] or by calling us on +33 (0)4 97 24 53 00.
The entire team at Nicox, without whom we would not have achieved everything we have done this year nor be prepared for future challenges, thank you for your continued support and wish you all the best for the end of the year. I myself am preparing already for the first major Life Sciences event of 2025, the JP Morgan conference in San Francisco in January, with the opportunity to meet with key players from the financial sector and potential future partners.
I look forward to updating you on progress in 2025.
Sincerely,
[/td]
[/td]
[td]
[td]
Gavin Spencer
Chief Executive Officer
[/td]
[td]
[/td]
[/td]
Cosa ne pensate ?