Bit annoyed #N4P is moving quickly today, as have been building at between 4.0 and 4.2p the past couple of weeks. Holding just shy of 3m shares / 2.0%.
Update on #COVID19 in-vitro work, plus optimisation of particle loading, approaching. Nuvec has never struggled in... 1/7
...in-vitro studies, and I don't expect it to in these work programmes either. That in itself should provide a good boost to sentiment for #N4P (i.e. share price!).
Positive in-vitro results with #COVID19 DNA will of course cause a frenzy - and I'd expect would quickly... 2/7
...result in the securing of a vaccine partner.
Two other major positives about #N4P are:
i) Intention to monetise Nuvec as an in-vitro application, for viral vector production. This is significant: Nuvec works very well - and critically, very consistently - in in-vitro... 3/7
As such, the risk of failure to commercialise - at least in this application - is very low. This ensures a viable path to (potentially significant) revenues in the near term.
I personally feel that the market has missed the importance of that 24.04.20 RNS.
#N4P 4/7
ii) Potential oral applications for Nuvec. Early stage - but the data point to #N4P's Nuvec being an ideal delivery platform for this type of vaccine.
Oral administration - whilst very obviously ideal - has struggled precisely because of delivery platform inefficiencies. 5/7
In summary: #N4P's Nuvec is being assessed for use in injected vaccines, oral vaccines and in-vitro applications.
The latter provides a solid security net and a route to a profitable, royalty-esque business, regardless of success or failure in in-vivo / clinical trials.
6/7
The first two provide the blue-sky upside - either could become the first choice for vaccine developers, for their delivery platforms.
Of course, there is not insignificant risk in achieving either of those outcomes.
For me, #N4P's enterprise value of £5m is absurdly cheap. 7/7
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