NuCana WKN: A41DTP ISIN: US67022C3043 Kürzel: NCNA Forum: Aktien Thema: Hauptdiskussion

Mich macht deren Aussage echt stutziger je mehr ich deren 2029 Prognose lese …Nehmen wir konservativ….11 Mio. Pfund pro Quartal sind ca 44 Mio. pro Jahr….Mit 27 mio in der Kasse reicht das nicht einmal für 12 Monate, geschweige denn bis 2029. Selbst wenn der Cashburn künftig niedriger ist…nehmen wir 7–8 Mio. pro Quartal….landet man bei Runway bis Ende 2026, max. 2027…. Irgend was stimmt da nicht…

NuCana expects that its cash and cash equivalents as of June 30, 2025, together with amounts raised via the ATM offering, will be sufficient to fund its planned operations into 2029. NuCana continues to advance its clinical programs and reported a net loss of £24.1 million for the quarter ended June 30, 2025, which includes a loss on revaluation of the warrants issued in the May 2025 financing of £12.6 million, as compared to a net loss of £7.0 million for the quarter ended June 30, 2024. Basic and diluted loss per ordinary share was £0.00 for the quarter ended June 30, 2025, as compared to £0.12 per ordinary share for the comparable quarter ended June 30, 2024.

Second Quarter 2025 Financial Highlights and Cash Position As of June 30, 2025, NuCana had cash and cash equivalents of £8.4 million compared to £4.0 million as of March 31, 2025 and £6.7 million at December 31, 2024. Subsequent to June 30, 2025, NuCana has raised, through the ATM offering, an additional £19.0 million in gross proceeds before expenses and commission. On July 21, 2025, having raised the full amount of capital required, NuCana announced it had successfully canceled all remaining Series A Warrants issued in the May 2025 financing, in exchange for payments of $3.6 million. This initiative fully eliminated all overhanging rights from the May 2025 financing.

Anticipated Milestones NUC-7738 Announce initial data from the Phase 1/2 expansion study (NuTide:701) of NUC-7738 in combination with pembrolizumab in 2025; Obtain regulatory guidance from the U.S. Food and Drug Administration on pivotal study design for NUC-7738 in melanoma in 2026; and Announce final data from the Phase 1/2 expansion study (NuTide:701) of NUC-7738 in combination with pembrolizumab in 2026. NUC-3373 Announce additional data from the Phase 1b/2 modular study (NuTide:303) of NUC-3373 in combination with pembrolizumab in patients with solid tumors in 2025.

Mr. Kay concluded, “Lastly, we strengthened our balance sheet with a financing in May and the strategic execution of an at-the-market (“ATM”) offering, extending our cash runway into 2029 and through key value-driving milestones. To date in 2025, these initiatives have raised gross proceeds of $38.4 million and with multiple data readouts ahead, we are well-positioned to deliver on our mission of improving treatment outcomes for patients with cancer.”

Mr. Kay continued, “Turning to our second program, NUC-3373 is a targeted thymidylate synthase inhibitor with immune modulating properties. We are encouraged by the data from the Phase 1b/2 NuTide:303 study, which is evaluating NUC-3373 in combination with pembrolizumab in patients with advanced solid tumors, and NUC-3373 with docetaxel in patients with lung cancer. Notable tumor volume reductions and prolonged progression free survival have been observed in these patients so far. We look forward to announcing additional data from this study later this year.”

Strategic Execution of ATM Offering Extends Anticipated Cash Runway into 2029 EDINBURGH, United Kingdom, Aug. 20, 2025 (GLOBE NEWSWIRE) -- NuCana plc (NASDAQ: NCNA) (“NuCana” or the “Company”) announced financial results for the second quarter ended June 30, 2025 and provided an update on its clinical development program with its two lead anti-cancer medicines. “We are pleased to announce that the first patients have been dosed on the expansion of our ongoing Phase 1/2 NuTide:701 study in patients with PD-1 inhibitor-resistant melanoma,” said Andrew Kay, NuCana’s Executive Chairman. “Our lead program, NUC-7738 is a novel agent that profoundly impacts gene expression in cancer cells and targets multiple aspects of the tumor microenvironment. We remain encouraged by the clinical observations witnessed so far. We have observed a favorable safety profile, meaningful tumor volume reduction and prolonged progression free-survival in patients with PD-1 inhibitor refractory and resistant metastatic melanoma. The expansion study is expected to enroll an additional 28 patients, increasing the planned patient population treated in combination with pembrolizumab to 40 and further supporting our registrational path.”

https://ca.finance.yahoo.com/news/nucana-reports-second-quarter-2025-200500809.html

Auf geht’s zum Mond 😂😂 oder sowas. Das habe ich schon ewigkeiten nicht mehr hierdrin gehört

11. Events after the reporting period Subsequent to June 30, 2025, the Company sold and issued 450,758,552 ADSs, representing 11,268,963,800 ordinary shares, under the ATM program, raising gross proceeds of £19.0 million. In July 2025, the Company cancelled all remaining Series A warrants, totaling 59,481,105, in exchange for a payment to warrant holders of £2.7 million ($3.6 million).

Finance expense: "The revaluation loss from derivative financial instruments of £12.6 million relates to the remeasurement of Series A and Series B warrants." Den aktuellen loss per ordinary share muss man in Relation zu den Kapitalmassnahmen sehen. Quelle Finanzbericht Form 6-K per June 30, 2025: https://ir.nucana.com/static-files/3928df39-1d52-4ab1-bc21-889205b0ca55

Ich finde die Anstrengungen und die langsamen Fortschritte top und denke dass sie langfristig wenn alles gut läuft Erfolg haben werden. Hoffe ich! Für alle Erkrankten! Aber die Aktie ist fraglich.. Ich denke nicht dass sie es aus eigener Kraft schaffen. Sie brauchen einen der dick einsteigt…wie der Investor dann mitbestimmen will ist auch die Frage… Werden die Aktionäre raus gekauft und das Unternehmen aus der Börse genommen oder bleiben sie börsennotiert? Das wird sich alles zeigen…unter 1 Dollar dürfen die nicht mehr kommen da sie keine Frist mehr bekommen werden und direkt aus dem Handel gezogen werden oder noch ein RS machen… gab es beides schon zu genüge… die Zahlen heute waren nicht besonders fundamental.. und die Neuigkeiten bezüglich den zusätzlichen Patienten scheint auch nicht zu ziehen… mal sehen… ich sehe d a weiterhin die shorter ihre Hände zu reiben…

"This share is an international stock." Quelle: https://www.lse.co.uk/SharePrice.html?shareprice=NCNA.US&share=Nucana-Plc

Gerne. Die britische PLC und ihre Ordinary Shares sind nicht an der Londoner LSE notiert. Auch an deutschen Börsen nicht. Handelbar wird die Aktie lediglich über die US ADRs und deren Notierungen. Der Titel im alten Nucana-Thread war somit eigentlich irreführend bzw. falsch, da er sich auf die registered shares bezog. Zudem sollte man sich hinsichtlich der Finanzierung der Nucana PLC nicht nur die ADRs anschauen, sondern unbedingt auch die Änderungen bei den Ordinaries und Deferred. Companies House Gov.uk ist hier eine erste Quelle für alle Interessierten. In den US Foren haben die meisten gar keinen Schimmer von den in GB allotteten Shares und ziehen daher falsche Schlüsse.

Mich würde deine Sichtweise zu der Aktie und den neuen Studien interessieren. Was meinst du Top oder Flop ?