IVX invion limited

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Thanks for your response. You have always been positive re...

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absolutely clueless

1,206 Posts.

116

17/10/16

09:38

Post #: 19899704
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Originally posted by w27 ↑

I am flattered that you think that I have the answers on this. Unfortunately I am neither a prophet nor the son of a prophet. I can only tell you what I know - entirely gleaned from public sources.
1. IVX has three excellent clinical properties, cpn10, Nadolol and Zafurlikast.
2. The management is well credentialed and has skin in the game to the extent that they are as desperate as anyone else for the company to succeed, probably more so.
3. Management has a track record of success in the field.
Now the down side:
1. The share price is so low that the company is in the death spiral an really cannot raise any significant further capital.
2. In the current situation, there does not seem to be a way forward with cpn10 as, by my estimate, based on old data mostly from the previous management, any progress is not possible without an expenditure of the order of $20M. This looks a bridge too far, given the cash position and the other opportunities available to IVX.
3. They have been in a selling mode for more than twelve months and have yet to make even a positive announcement.

This is not for the faint hearted, but the potential reward, if management can bring it off is spectacular. The other comfort I can offer is that I have only been involved in one vaguely similar transaction and it seemed to take forever. It resulted in an exceptionally lucrative deal for the company I was associated with after a long drawn out negotiation. What surprised me was that the financial terms did not alter from the first offer. The negotiations seemed to be all about the legal details and sharing of any patentable discoveries along the way. What I was interested in did not seem to feature in the negotiations. Once you get three parties involved (and I don't say that there are three parties involved here) it can take months to arrange a meeting.
You make your decision and take your chances. I can only repeat that in my opinion, the risk/reward equation is compelling, but the risk is high!

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Thanks for your response. You have always been positive re Invion.... sentiment over the years has always been BUY, just curious as to why now after release of AGM resolutions it is now HOLD. Once again, appreciate your thoughts.

IVX Price at posting: 0.4¢ Sentiment: Hold Disclosure: Held
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(20min delay)
Last 12.5¢		Change 0.000(0.00%)		Mkt cap ! $10.59M

Open	High	Low	Value	Volume
13.0¢	13.5¢	12.5¢	$15.62K	118.9K

Buyers (Bids)

No.	Vol.	Price($)
4	213400	12.0¢

Sellers (Offers)

Price($)	Vol.	No.
13.5¢	57707	2

View Market Depth

No.	Vol.	Price($)
4	213400	0.120
2	227489	0.115
3	20320	0.105
4	45300	0.100
1	51020	0.098

Price($)	Vol.	No.
0.135	57707	2
0.140	12162	2
0.145	32000	1
0.150	146065	4
0.155	110008	2

Last trade - 14.46pm 20/06/2025 (20 minute delay)

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