4d Pharma Share Discussion Threads

[s_murray] 12/10/2020 16:29

Interesting read about Gut Bio and anxiety and depression.



Exert from it below.

"What Happens in the Vagus
In the mid- to late 2000s, John Cryan of Ireland’s University College Cork was among the first to explore gut microbes’ effects on the brain. A neurobiologist by training, Cryan had shown that rats stressed from birth later showed signs of both irritable bowel syndrome (IBS) and mood disturbance. “When they grew up,” Cryan says, “they had a whole-body syndrome.” This finding echoed doctors’ observations that many patients with digestive symptoms also had mental health issues, and vice versa."

Mention John Cryan of Cork and we know 4D are there. So seems there are working together in this as below.

[sportbilly1976] 12/10/2020 14:44

Devon,

FYI their limit is 2%

[devonlad] 12/10/2020 14:43

Ah found it AntMwah, learn something new every day. I knew it was there, just never bothered to look for it!

[antmwah] 12/10/2020 14:38

97% long on IG

[devonlad] 12/10/2020 14:31

yes they are rossannan. Interesting that IG has closed their book on 4d, they usually set it at 1% of the mcap. There is a way of seeing the proportion of longs to shorts, anyone know how to do that?

[zydecoco] 12/10/2020 14:20

Yes, I also hope all goes as well as possible for your daughter Devonlad

[devonlad] 12/10/2020 14:20

Thanks inaminute, she's tough as old boots, been to the hospitals so many times that we are quite chilled about it at the mooment. It seems to have stabilised with regards to the cough at the moment, that is my main worry that it doesn't travel to her lungs.

I have emailed IR with regards to the vaccines.

[ovenman] 12/10/2020 14:19

Best wishes to your Daughter Devonlad, hope she is good

[pharmaboy3] 12/10/2020 14:16

RNS Big boys increase share to >3%Sams a legend in the industry HTTps://www.linkedin.com/in/sam-ruiz-193629a

[inaminute] 12/10/2020 14:11

Best wishes for your daughter Devonlad. We are all here to make money but sometimes something reminds you what is really important.

[devonlad] 12/10/2020 14:03

Interesting Realist, that was all obviously before Corona and they probably had their target indications determined before the deal. I wonder though if they have diverged to developing a Corona vaccine. It would be nice to get some kind of update on this, I might email them.

On the subject, fairly certain my daughter has it, all of the symptoms and she had a test this morning. She's a student and there are a few others that have tested positive. Not ideal as she is a Type 1 diabetic and has other auto immune issues.

[realist1950] 12/10/2020 11:57

realist1950 - 08 Oct 2020 - 23:11:14 - 11264 of 11506 4D Pharma 2018 - from Ј2 back up to Ј10+ - DDDD
A year to the day.

I would not rule out an update on this.....amongst the many others we are due.

Regulars will know what all those are....so I wont labour the point this evening.



4d Pharma PLC Collaboration with MSD
08/10/2019 7:00am
UK Regulatory (RNS & others)

4d Pharma (LSE:DDDD)
Historical Stock Chart

From Oct 2018 to Oct 2020
Click Here for more 4d Pharma Charts.
TIDMDDDD

RNS Number : 0611P

4d Pharma PLC

08 October 2019

Regulatory

4D pharma plc

(the "Company" or "4D")

4D pharma collaborates with MSD to develop Live Biotherapeutics for vaccines

4D pharma plc (AIM: DDDD), a pharmaceutical company leading the development of Live Biotherapeutics, today announces that the Company has entered into a research collaboration and option to license agreement with MSD, the tradename of Merck & Co., Inc., Kenilworth, NJ, USA, to discover and develop Live Biotherapeutics ("LBPs") for vaccines.

Under the terms of the agreement 4D's proprietary MicroRx(R) platform will be paired with MSD's expertise in the development and commercialisation of novel vaccines, to discover and develop LBPs as vaccines in up to three undisclosed indications. 4D has the right, subject to certain conditions, to cause MSD to purchase $5 million in ordinary shares in 4D during the first 12 months of the collaboration. In addition to an upfront cash payment, for each indication, 4D will be eligible to receive up to $347.5 million in option exercise and development and regulatory milestone payments, plus tiered royalties on annual net sales of any licensed products derived from the collaboration. MSD will be responsible for development, manufacturing and commercialisation following the exercise of any of its exclusive options.

Duncan Peyton, 4D's Chief Executive Officer, commented: "This research collaboration agreement brings together 4D's innovation in the microbiome space and MSD's track record of developing cutting-edge vaccines. MSD and 4D have worked closely combining world leading science to develop a workplan to advance the understanding of this field, with the aim of generating a new class of vaccines in areas of high unmet need."

Daria Hazuda, Chief Scientific Officer of MSD's Exploratory Science Center and MSD's Vice President of Infectious Diseases and Vaccines Discovery Research, commented: "A key element of our focus in the Exploratory Science Center is the evaluation of emerging new areas of biology that have the potential to offer major beneficial impact to human health. By applying 4D's MicroRx(R) technology we hope to gain meaningful insights into the role for the host microbiome in modulating the immune response and ultimately protection conferred by vaccines."

[realist1950] 12/10/2020 11:55

A year to the day on the 8th just gone, Devonlad.

[sportbilly1976] 12/10/2020 11:55

just gone closing only with IG

[devonlad] 12/10/2020 11:15

Would be nice to see some news on the vaccines. I think Realist posted that it is now over a year since the deal was signed?

[ambyth] 12/10/2020 11:12

Now that we have all reflected I am sure I am not alone in realising how much several investors (and many traders) lost perspective on what the key Share Price value drivers are for 4D? For example the IBS market is simply dwarfed by that for Oncology or Respiratory, therefore MRx0518 matters massively more than Blautix.

To help all is anyone here able to put the potential market sizes (and/or likely share price uplift or M.Cap influence) for each of the following, which to the best of my knowledge are the key value drivers in process (please correct/add)?

We could then add any knowledge of time horizons etc.


A. In Trials stages:

A1. MRx0518, Immuno-oncology, to treat Solid Tumours , with Keytruda and separately as a Monotherapy, and also to treat Pancreatic Cancer as a Monotherapy

A2. MRx-DP0004, Respiratory, to treat Asthma, and also to treat COVID-19

A3. Blautix, Gastro-intestinal, to treat IBS


B. In Development stages:

B1. MRx0573 and MRx12999, Immuno-oncology to treat Cancers

B2. MRx00029 and MRx0005, Central Nervous System, to treat Neurodegeneration

B3. Rosburix to treat Ulcerative Colitis

B4. MRx0006 to treat Rheumatoid Arthritis

B5. MRx0002 to treat Multiple Sclerosis


C. Other:

C1. MRx Vaccines - Status unknown as subject to confidentiality agreement

C2. US Investor base expansion, i.e. Nasdaq listing

C3. Patents - over 1,000 patented and over 1,000 in process to be patented

C4. The MRx Platform

C5. Staged payments from Merck

[showmethemoneyhoney01] 12/10/2020 10:13

12-Oct-20 09:10:54 107.50 55,809 Sell* 108.00 109.50 59.99k
Delayed buys too. Someone is building a position. Appreciate the odd delay is a sell but they do seem to be mostly buys since we have had the drop.

[showmethemoneyhoney01] 12/10/2020 10:11

I think we will see some confidence return today. Some are on the side lines expecting a further fall. I doubt it and what we have seen so far is a rise up, consolidate and hopefully we will see a bit of this trend until the next news.

[pp_7] 12/10/2020 10:07

4D fundamentals still remain as before the RNS.

Whilst market dismissive of the Blautix RNS last week it's fickle and for example just need an announcement of a partner willing to pursue Phase 3 then IBS becomes a key pillar for 4D's future growth!

Negative sentiment and rainbow chasers have exacerbated the drop here - real investors and IIs are still fully aware of the longer term potential with 4D's portfolio and would expect a significant correction soon.

[thepaddedcell] 12/10/2020 10:07

I think those with a financial interest will have reacted in which ever way they chose on last weeks news. Today is the start of a new week so time to move on.

[fatgreek] 12/10/2020 09:59

I do feel that results are fully in the share price now whatever people's view and we can focus on the rest of updates to come this quarter and a steady rising share price to go with it.

[beaujolly] 12/10/2020 09:43

stig
There are two issues with your constant negative comments on the Blautix trial results:
1/ You do not understand the science.
2/ You wave the white flag very easily.
A cynic might suggest that you have sold out of 4D and would like a lower entry price.
Well you are not going to get it because over the weekend the market has digested the results and I anticipate they will be further re-assured by future statements from the Company.

[inaminute] 12/10/2020 09:42

It would be of more use to most people if you got over yourself.

[podium] 12/10/2020 09:39

It was positive/ as expected. The share price reaction less so. :)