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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| 4basebio Plc | 4BB | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 1,070.00 | 08:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 1,070.00 | 1,070.00 | 1,070.00 | 1,070.00 |
| Industry Sector |
|---|
| PHARMACEUTICALS & BIOTECHNOLOGY |
| Top Posts |
|---|
Posted at 15/2/2022 11:02 by buzzzzzzzz Great runs todayProduction will start on schedule and with first commercial order. A real coup nicking cooper from ABCAM he must have faith in 4BB. |
Posted at 30/9/2021 18:37 by buzzzzzzzz Touchlight (synthetic DNA manufacturerwith FY 2020 sales of £10.6m) recently extended its private financing round to $125m, and while we do not have visibility on the pre-money valuation, we estimate it is in excess of $500m. It will take some time for 4basebio to build up its customer base, and so it is unlikely that it will be able to generate significant revenues in the early stages of GMP DNA production. However, its new facility will provide it with both huge manufacturing flexbility and very large DNA production capacity. The cell and gene therapy space is undergoing accelerated expansion – in January 2019, the FDA announced that from 2020, it anticipated that it would receive more than 200 CGT investigational new drug (IND) applications per year, in addition to the 800 active cell-based or gene therapy INDs that it already had on file at the time. The cell and gene therapy catapult UK preclinical research database identified 875 project in 2018, compared with 720 in 2017 (a growth of 20%, and a number which has undoubtedly grown since). These developers and their growing pre-clinical and clinical product ranges will all require DNA, and they represent an enormous customer pool that 4basebio can tap into, which presents it with a ‘land grab’ opportunity, in our view. If 4basebio can build relationships with these parties now, while most cell and gene therapies are in the pre-clinical stage of development, it can secure a very stable base of recurring revenue – once a company incorporates 4basebio’s DNA into its construct, it will likely use the DNA throughout the entire clinical trial stage and beyond. This model of ‘sticky’ recurring revenues is similar to that of Maxcyte (AIM: MXCT), which pioneered the development of a non-viral cell- engineering platform – Flow Electroporation®. MaxCyte provides its technology, including instruments and single-use disposables, to customers to aid in drug discovery and development. It also licenses the technology to companies that can use it to reprogramme cells to be used as therapies, for which MaxCyte receives upfront and milestone payments, as well as royalties on future product sales. MaxCyte now has a market cap of c.£1bn (Figure 5) and trades on FY 2021 and FY 2022 EV/Sales of 36x and 28x, respectively. These valuations are not out of reach of 4BB. There is no reason why 4BB cannot reach £25m revenue which could push the valuation to that of Touchlight. |
Posted at 22/8/2021 18:13 by buzzzzzzzz Not that anyone will have noticed but Kurt Zoors has increased his stake in 2Invest AG, which owns 30% of 4BB from 46% to 51.77%A cheap way to aquire 4BB is to buy 2Invest shares as they are trading below the cash value of the share. Each share of of 2Invest is has an interest in 0.65 of a 4BB share approx. So 2Invest shares are trading below the cash value never mind 0.65 x £6.50 = £4.220 Call it 4.5 euro's to be conservative. There is only one way this share is headed. |
Posted at 09/8/2021 11:00 by buzzzzzzzz Nice to see a little volume today.Consolidation at this level would be nice to see. Interestingly the 2invest share price has risen to 13.30 euro's. So one can buy an inerest in 4BB by buying their shares as 2Invest own 30% of 4BB. Probably talking to myself! |
Posted at 22/6/2021 09:13 by buzzzzzzzz This new patent looks incredibly exciting.Looking forward to the presentation at the AGM. With the success of RNA vaccines against C-19 there is going to be a huge demand for DNA. 4BB right place right time. Hopefully GMP not far off! |
Posted at 17/3/2021 08:03 by multibagger Zurg The IndestructibleFor someone who has followed and invested in the company since 2003 confirms my assertion that you are too emotionally invested in it and intimately associated with it. If it is such a stellar company, why have you not invested more given you have had 18 years to do so and you say you have just a small stake ? Was there no liquidity ever ? Don't get carried away that 4BB is the only player in synthetic DNA - there are other companies which are much bigger. Touchlight for one - by a distance. 4BB are simply not in the ballpark compared to MXCT - so don't get carried away with your idolisation of 4BB and what the management have achieved so far. Each investor has different investment nthresholds that make their time worthwhile - the negligible number of shares available may be fine for smaller traders/investors, but these numbers don't move the needle for me. I can't be bothered buying 10 or 15 shares at a time. 3x or 4x of a tiny number of shares are not worth my time or effort - and I certainly won't be wasting my time doing due diligence on this - as I said initially this was just an impulse buy as a starter position. I find that my starter position is a stalled position, as there is no liquidity. You continue banging on the drum, singing their praises and keep buying and good luck to you and all holders - it may be the ideal share for you and many others, but not for me. We have to agree to disagree :) I will post my opinions and views as I see fit, the fact that you may not agree with it, or vehemently disagree is something for you to handle/cope. The filter button will save you a lot of angst. Good luck ! |
Posted at 16/3/2021 18:15 by zurg the indestructible "So far, 4BB is a listing experiment in Frankfurt that did not play out as hoped and I get the impression that it was time to test the water across the Channel."Sygnis merged with Expedeon and 4 years later half the IP was sold to ABCAM for 120m euro's. Now the cash has been split from the IP. I suggest you do some proper due diligence on this company before you post the above. You have a rather high opinion of yourself "4BB is at a much earlier stage of its evolution and the BoD here have a lot to learn still - more importantly they need to be willing to learn !!" I suggest you look at the track record of the company since the merger of Sygnis and Expedeon in 2016 and also do a bit of research into the major shareholders and the man behind them. Sparta AG Delphi Deutsche Balaton Sygnis merged with Expedeon and 4 years later half the IP was sold to ABCAM for 120m euro's. Now the cash has been split from the IP. You are trashing the company in a fit of pique that you cannot pick up the amount of stock you want. |
Posted at 16/3/2021 18:05 by multibagger Many thanks for sharing relevant excerpts pob69...much appreciated !I have been invested in MXCT for about a year now, so have seen my initial outlay multiplied over 5 fold so far and I have been adding regularly to take it to a decent holding. 4BB is at a much earlier stage of its evolution and the BoD here have a lot to learn still - more importantly they need to be willing to learn !! I have interacted with the CE of MXCT, so my impression of MXCT is that, it is led from a much more astute, market savvy and a visionary kind of mindset apart from cutting edge scientific IP. Doug has been in the market for a couple of decades, so he is able to showcase what the market looks for from an investment perspective. So far, 4BB is a listing experiment in Frankfurt that did not play out as hoped and I get the impression that it was time to test the water across the Channel. No thought appears to have been given about liquidity issues or whether there are actually shares to be traded. To be taken seriously by the wider market, the liquidity issue needs to change sharpish. Case in point, today being the busiest trading day so far on AIM since its listing as far as I can recall and on the back of a Broker note comparing 4BB to MXCT it musters about 22,027 shares traded in total. Total equity is 12,317,473 shares. So on what should have been a good trading day 0.17% changes hands !! That is really taking the Mick !! So 4BB could be a busted flush in due course if liquidity does not improve....my position about wanting to get out has not changed as it does not meet my investment criteria from a position size point of view (as of now). Which is saying a fair bit as I hold decent positions in relatively ill liquid shares like ARC and TRT. Good luck all ! |
Posted at 16/3/2021 15:41 by multibagger I gather a Finncap broker note has been released which may explain a bit of life in the share today. 4BB company is in the right space and at the right time, market sentiment for cutting edge biotech is red hot.However, the lack of liquidity is asphyxiating this share and BoD don't seem to get this. If liquidity issues are ironed out on the UK market, through raising funds (even though funds may not be immediately necessary), then paradoxically I see this trading at 4x or 5x, the share price we are at now. So one of those rare instances when equity dilution and fund raising will actually benefit the share price, contrary to what the BOD think. Time for the major share holders on the BoD to relax and not try to hold on far too tightly to their shares. It is counterproductive. Contrarian thinking one could argue, but could be transformative to unleash the potential of this share. I am sure that the senior people of 4BB from a scientific background, are sharp enough to understand how markets work or how investors/traders think. Or else this UK AIM listing will be a re-run of the Frankfurt all over again.....and then will they consider listing in Paris or Oslo I wonder ? |
Posted at 18/2/2021 07:53 by multibagger Good morning nimbo1 and all :)I see 4BB as an "acquisition play" by big pharma for its evolving and developing technology. I don't expect 4BB to make profits (almost never)- in fact I expect recurrent losses and high cash burn. Can't be more honest than that. However, they won't be short of funding as there are deep pockets to fund such ground breaking tech in the current scheme of things. However, I think that they are onto something which could end up very interesting with wide utility in applications - it is literally a "blink" moment like I had with MXCT. Synthetic DNA (hairpin DNA or hpDNA) IP is a key driver IMHO and if this 4BB process can be scaled for quantity, produced faster and validated for quality, then vaccine development from largely plasmid based DNA will change dramatically. Vaccines are here to stay and the issues/constraints with bioreactors are becoming more well known...and therefore valuations of companies which can create a new paradigm shift like 4BB can detach from reality....just as TESLA,ITM and Bitcoin can, anything is possible in this bubble. Just can't buy in quantity at this time which is frustrating. I intend to keeping adding in the times when it is available. My risk appetite can be high, but I am very comfortable with my investing style - it works for me ! Good luck all :) |
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