4d Pharma Share Discussion Threads

[katsy] 09/10/2020 09:19

After a 60p plunge I expected a bounce yesterday, instead we finished flat. The bears are truly in control of this for now.

[podium] 09/10/2020 09:18

It will bounce back- it's folks like kcowe and the usual placing fear crowd selling at present, at a position from where it's already well oversold. An unfortunate standard AIM reaction. Look at Seres go, and then look at this. A huge disconnect in market mentality.

[katsy] 09/10/2020 09:17

This is painful to watch, have 4d pharma got a drug to help with this pain?

[mam fach] 09/10/2020 09:14

Nah. Just hit bottom @ £1-02.
OIMHO

[techtrend] 09/10/2020 09:12

I think we need a proper plunge below £1 to clear out the stops before we recover. Can we just get it over with please.

[techtrend] 09/10/2020 09:11

Good post there TrattersTrading.

[wigwammer] 09/10/2020 09:11

Crashed through 110p.Novice :)

[mam fach] 09/10/2020 09:10

Top up time.

[hyper ai] 09/10/2020 09:05

share price to complete the circle here. Speccy over ramped and loss making. Reach for the parachutes everyone.

[trotterstrading] 09/10/2020 09:03

Blautix /IBS was always the weakest asset in 4D's PF IMO. IBS has historically been a poor area of return for Pharma Co's. Success measures are difficult to attain when they are as subjective as 'abdominal pain', stool consistency etc. IBS also has a problem with strong placebo response and participant compliance )over 40 patients in 4D's P2 were flagged for poor compliance). For me there were also question marks over Blautix MoA for it to be a real gamechanger for IBS/IBD suffers (I.e. the bacterial strain was selected for its capacity to remove intestinal gas, the thought being this would relieve intestinal bloating and abdominal pain, but many IBS sufferers don't have an issue with gas/bloating).4D Oncology and Asthma LBP's have a far stronger MoA's with less subjective measures of success (e.g. tumour shrinkage, disease progression and inflammation reduction). It's these therapy lines which the Co has chosen to focus on as CORE assets, plus the Merck Vaccine agreement and developing Neurological disorder pipeline which offer enormous upside. IBS would have been nice of course but it was merely a side dish IMHO.

[k1ngkonggb] 09/10/2020 09:03

The Directors don't believe the results will be a failure hence their investment of over £2m.

[mad foetus] 09/10/2020 09:01

Div If the results this quarter are failures then 4D is over. If they are good it's worth many multiples of today's price. Funding isn't a consideration

[divmad] 09/10/2020 08:57

So it's agreed then. A placing is a near certainty by early Q1, in order to not get into financial difficulties later in the quarter. Talk about sailing close to the wind.

[pp_7] 09/10/2020 08:43

totally agree Donald, 4D is not typical pharma where each developing through each phase is mainly self funded - big Pharma typically not interested until good Phase 3 as just too much risk.

4D's model of working with partners helps to de-risk development by reducing its own contribution to the signficant R&D costs and hence need for substantial fund raises. So we have Merck lined up with MRx0518; and Duncan's background in investment (with 3i) is a major plus. I would be fairly certain 4D are lining up partners for Blautix Ph.3 and it will be a similar approach to the current LBTs in the pipeline.

[trotterstrading] 09/10/2020 08:42

My bad, Q1 not Q2, but regardless we have a number of highly significant clinical readouts to come before cash gets tight..."The additional funding provides working capital into Q1 2021 and allows sufficient cash runway to achieve a number of major clinical readouts across multiple programmes including oncology, respiratory and gastrointestinal diseases."

[kcowe] 09/10/2020 08:31

what is a cheating entry lol... price is so weak, weaker than I envisioned. Prices move higher and lower than we think, that gap might be revisited now at 80p .. this feels like when we gap filled at 40p .

[candlestick1] 09/10/2020 08:31

Thats just not true. Where did they say that?

[trotterstrading] 09/10/2020 08:28

Talk of a placing is total BS, stoked up by shorters or those wanting cheating entry, they are funded through until end of Q2

[kcowe] 09/10/2020 08:16

Well the Duncan's exuberance has not been of a benefit to the company if a raise was in the offing ..

[donald pond] 09/10/2020 08:14

There won't be even the chance of a placing until the oncology and Covid trial results are out. The last placing was done to get the company through those key value inflection points.

[trotterstrading] 09/10/2020 08:11

No TR1 yet despite over 30% of the SII being traded the last two days. I noted a Citadel short on the LSe short tracker on Wednesday. It was pretty obvious from the Bot trades it was short activity compounding the drop.

[divmad] 09/10/2020 08:10

Is it possible that the BOD genuinely expected the share price reaction to the Blautix RNS to be very positive, and to launch another placing on the back of it in the next week or so? Plans scuppered?

[katsy] 09/10/2020 08:04

All this talk of placing, reminds me how much a black hole these early stage pharmas are.

[devonlad] 09/10/2020 07:53

Ah, that's better, back to a normal board, so much nicer. I will email I R today and poke the stick on the vaccines anniversary.