$NOVN DD Thread

Title: Summary, Analysis and Evaluation of Novan‘sPresentation at the H.C Wainwright Global Life Science Conference (March 9-10, 2021)

I. Presentation of Novan‘s prioritized product pipeline

The following research projects are... Image
$NOVN

...currently given the highest priority by Novan:

- SB206 (Berdazimer 10.3%) for the treatment of molluscum contagiosum caused by a poxvirus of the molluscipox virus genus. The product candidate is currently in an ongoing phase 3 study. All 850... Image
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...subjects have already been enrolled and despite the ongoing COVID-19 pandemic, this was accomplished in a record-breaking 5 months. At this point in time, the last patient's visit (12th week) is awaited (LPI = Last Patient In). This is followed by an evaluation and... ImageImage
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...analysis of the results. Topline Results before the end of 2nd quarter, 2021. The IP protection for SB206 is valid until 2035 with the option of an extension. Promising recipe for success: Since almost the same study design was used for B-SIMPLE4 as... ImageImageImage
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...for B-SIMPLE2, there are considerable advantages for a potential submission to the FDA. Additional improvements were made to this design. These can be taken from the marked area in the screenshot below. Preparations for a possible marketing strategy for SB206... ImageImageImage
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...are already being made. The appointment of Mr. Skolsky to the Board of Directors is of course directly related to this. Here, too, it should be noted that the choice of words sets the tone and there was great confidence in Ms. Stafford's voice. The longstanding... ImageImage
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...expertise of the entire team is now fully unfolding.

- SB019 (Berdazimer Sodium) for a potential treatment against SARS-CoV-2. The aim of this method is to reduce the transmission rate of the coronavirus and lowering of the viral load. The data from the preclinical... Image
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...studies will be read out in the 2nd quarter, 2021. The partnership with Catalent enables faster processing in the area of ​​formulation services and opens further doors for the exchange of know-how and business relationships. IND filing and the initiation of phase 1... Image
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...should happen this year, according to Novan. A small note regarding phase 1: The costs associated with this venture have not yet been included in the budget. What has also not been taken into account here are possible financial contributions from the government 😉. Image
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- CAHP (Companion Animal Health Program)(NVN4100, New Chemical Entity): According to Ms. Stafford, this program will primarily focus on the microbial pathogenesis of canines. Novan has recruted experts to assist in performing a proof of concept (PoC) study for a new... Image
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...chemical entity (NVN4100 = similar to Berdazimer Sodium). The data readout will take place in the 2nd quarter, 2021. A search for potential collaborations or partnerships is dependent on a forward-looking PoC. Image
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II. Discussing Pipeline Expansion Opportunities (depending on additional financing models)

- Novan is already looking ahead and is setting further priorities in expanding its product pipeline. The following candidates (ranked according to their priority) will be...
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...continued in the clinical trial series: SB204 (Acne Vulgaris, Phase 3), SB414 (Atopic Dermatitis (NOTE: Kymab + Sanofi Deal), Phase 2) and SB207 (Genital Warts, Phase 3). Image
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III. Discussing Intellectual Property Protection

- As we have been able to see for a year now, Novan has accumulated a number of patents that protect its biotechnological platforms (NITRICIL) and the associated chemical entities around the world. This global shield... Image
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...will protect intellectual property well beyond 2030. The expansion of intellectual property also increases the intrinsic value of the company and increases its attractiveness for potential collaborations.
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IV. Discussing Novan‘s Financial Profil

- The current financial situation allows the company to have a budget that covers a large part of the projects until the first quarter, 2022. This includes: Completion of B-SIMPLE4, IND prep. and the buildout of a new facility... Image
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...with the ability to support as the primary API manufacturing side. This statement primarily relates to the company's next growth phase. Image
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V. Discussing the leveraging extensive network of partners and collaborators

- External partners play an important and sustainable role in Novan‘s ecosystem. Depending on the orientation of company-specific needs and concerns, partnerships result as follows:... ImageImageImageImage
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...UtahStateUniversity Antiviral Research + The University Of Alabama At Birmingham (preclinical collaboration), Therapeutics Inc. + Synteract (clinical collaboration), Catalent (formulation services), Orion + Sato Pharmaceuticals (manufacturing collaboration). ImageImage
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VI. Discussing the diversified expertise and wealth of experience of the Board of Directors

- The wealth of experience of the board of directors is, on the one hand, juxtaposed with management in an advisory capacity and, on the other hand, they represent the interests... Image
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...of investors and shareholders. The maximization of the return on investment lies in their credibility and honesty. In this context, there is no doubt that the expertise bundled here will lead to the continued success and rise of Novan.

Source: novan.gcs-web.com/static-files/a… ImageImage

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10 Mar
$NOVN TA, part 1

- Closed below parSAR but above MT, 13, 50, 100 and 200 AEMA at 1.59 on a bullish candle. Controlled price movement in a given acc. channel (increased support level (1.48)). Accumulation takes place in waves with targeted manipulation of the price... ImageImageImageImage
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...Consolidation is under pressure.

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9 Mar
$NOVN TA, part 1

- Closed below parSAR but above MT, 13, 50, 100 and 200 AEMA at 1.61. Controlled price movement with an extended acc. channel (aggressive acc. with increased support). Retested yesterday’s closing price at 1.44. Novan’s presentation has untied the knot. 👀
$NOVN TA, part 2

...Consolidation phase could now come to an end.

- Low volume (8,52M, below avg. vol.) with increased buying pressure, low volume acc. (significantly increased smart money acc.) and positive money flow (block trades detected, Algo Orders).

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$NOVN TA, part 3

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8 Mar
$NOVN TA, part 1

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...band.

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4 Dec 20
$NOVN DD Thread (1)

Title: A fundamental analysis covering the most important and valuable information about the recently published 10-Q report of Novan Inc. An in-depth discussion on certain formulations and developments in the area of equity financing and investor interest.
$NOVN Disclosure: This thread is based on in-depth research. In this context, all of the formulations used herein in relation to the quarterly report are backed up by facts. Only thoughts going beyond this are to be regarded as highly speculative. No Investment Advice.
I. Summary of the financial overview

Let‘s start with a look at some numbers on the balance sheet: Total current assets have been increased significantly compared to December 31, 2019. With cash and cash equivalents in the amount of $43,072M we can see that $NOVN...
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