4d Pharma Share Discussion Threads

[royalalbert] 13/10/2020 21:00

Yep bloody ridiculous valuation we have here, compared to Seres.

[the stigologist] 13/10/2020 20:45

Meanwhile Seres having broken out of a bullish pennant continuation pattern now roaring ahead on zero news

Now a $3bn Market Cap ! (c.diff is only a $1.7bn p.a. market and there is plenty of microbiome competitors in that indication)

Great for the overall Microbiome sector

A great 'pathfinder' and comparator for any new NASDAQ listing to utilise

[royalalbert] 13/10/2020 20:34

Has Merck sold out, I doubt it, PI's are a fickle bunch. If one jumped over the cliff edge most would follow, Lemmings are they not. On the other hand the thinking Lemming would not jump, instead he as a life to live, and can see a bright future.

Hope you get my drift.

[zydecoco] 13/10/2020 20:29

Diminished as necessary

[ambyth] 13/10/2020 20:00

best1467, Naturally they have to get the detailed data sorted and shared, rather than just the top-line results, and, of course, Duncan would well know of other events incoming soon which would affect the cash flow and share price. While he realised the market has mis-read the most recent data, he did look very relaxed in today's interview.

[ambyth] 13/10/2020 19:56

I see BB8 has too many PlusCoins to spend. Perhaps people here will diminish that with theirs. (It looks to me like those animals are all trotting along to buy 4D and ensure they don't miss out on the bargain price right now - obviously watched Duncan's video today).

Loved your response Beaujolly: "Don't worry BB8, 4D are working on something just for you" - (obviously the CNS, Neurodegenerative, therapies are shaping up to be the most powerful on the planet).

[best1467] 13/10/2020 19:50

That is the issue If the IBS data is as positive as Duncan makes out then why is he not showing as much confidence in getting a upfront and Licensing deal signed .
That is the issue the IBS trail was supposedly the first Value inflection point it may still be but we need to see a licensing deal and if it’s not forthcoming its because the results are not exciting potential partners.
The comment regarding the Covid trail is disappointing no blame on 4d but you have to question why the government allow 4d to start a Covid trail then don’t allow patients on to the treatment it makes no sense.
It seems that everything hinges on the ongoing open label oncology trail which seems to be progressing well we should get further data around December if that continues to look good then great.
But unless they get a licensing deal with upfront for the IBS program it’s looking like further fund raise unfortunately and I feel this is heading south .
The surprising Thing to me is they had a good idea of the IBS data prior to readout so why not raise cash prior to readout or have they completely miss read the markets reaction or is a licensing deal imminent which the interview didn’t suggest.

[s_murray] 13/10/2020 19:46

I think Duncan is ok. Let's get some news on the oncology. Interesting about about how MRx 0518 on its own is looking a success. Sounds big.meanwhile MCRB is hitting new highs on the Nasdaq

[starboard14] 13/10/2020 19:28

If there are already indications that MRx 0518 works as a Monotherapy; funding is going to be pretty easy.

[mad foetus] 13/10/2020 19:26

All very positive though I'm not sure I 100%trust Duncan. But don't worry about funding... if the next MRX58 results are good then 4D will be inundated by people wanting to partner up.

[daveweld2] 13/10/2020 19:10

Funding OR milestone payment....DP discussed his prize centre forwards in his previous interview with great excitement, emphasising 0518/keytruda and vaccine collaboration, caught me out with how much shear enthusiasm with vaccine collaboration developments.... a few weeks later, not a mention and as Devonlads recent correspondence shows, developing well however subject to NDA.... time will tell, to me very excitingly not discussed by DP....

[blueblood] 13/10/2020 19:03

Will wait until after more trial results or licence deal.

[kcowe] 13/10/2020 18:59

good interview... I believe the only thing holding the price down is funding going forward , and at what price. Big discounts for the past couple of raises , what price now and how much.

[1sjh] 13/10/2020 18:44

Shallows.. yes they been shafted here. The Russian vaccine has been completely transparent and data available yet many not touching it.. big pharma rigged.

[swallowsflysouth] 13/10/2020 18:41

I now think the Recovery trial is a disgrace. They have tested all the big pharmo drugs and now have no interest in looking at any new drugs. Pinning their hopes on a successful vaccine. There are now plenty of victims of CV-19 now available, lets hope to see a change in attitude.



Just one of the things that Duncan mentioned being the lack of co-operation on the part of the Recovery trial workers.

[showmethemoneyhoney01] 13/10/2020 18:23

Agree, what is there to be negative about with the progress 4D is making. Will see a delay with Covid 19 results but the trial doesn't take long and they have been recruiting outside the UK from memory. Always been a long term hold for me and that interview highlights all the reasons I bought initially and added as MRx-0518 demonstrated it's potential.

[thepaddedcell] 13/10/2020 18:07

Great video on youtube released today by 4D. Check it out, all the key areas are mentioned with updates about where we stand at the moment. Great analogy from Duncan regarding the IBS trial results and subsequent dip in the share price Don't take it from me, watch it and draw your own conclusions.

[beaujolly] 13/10/2020 18:02

Don't worry BB8, 4 D are working on something just for you :)

[daveweld2] 13/10/2020 17:59

Thanks bb8... great post for the buy on fear mentality.... keep up the good work lol

[big brother8] 13/10/2020 17:57

NOT GOOD PEOPLE NOT GOOD.

THE RATS ARE RUNNING. MAY THE LORD HAVE MERCY ON YOUR POOR SOULS.



BB8
IN BB8 WE TRUST.

[1sjh] 13/10/2020 17:53

I like Duncan and there's no doubt aome break thoughs to be made medium and long term, difficulty in c19 recruitment and the biggy - short term funding remain immediate issues on share price

[daveweld2] 13/10/2020 17:47

Not a mention on vaccine collaboration that he was very bullish about in last interview, makes it all the more intriguing.....

[beaujolly] 13/10/2020 17:45

And I hope this was picked up at around 9 minutes 20 seconds in:

"We are right at the forefront of making checkpoint inhibitors potentially more effective but also 0518 WORKS AS A MONOTHERAPY AS WELL."
As I mentioned the other day, the initial 20 patients for the monotherapy arm of the MRx 0518 trial for solid tumours were open label.

[big brother8] 13/10/2020 17:41

ENDING IN TEARS PEOPLE.

SERIOUSLY. I THINK IT WILL HALF FROM HERE, THEN HALF AGAIN.

SO I HAVE LOWERED MY TARGET TO CIRCA 24P.

HOPE THIS HELPS.


BB8
IN BB8 WE TRUST.