4d Pharma Share Discussion Threads

[devonlad] 14/10/2020 11:27

That will put to bed any funding concerns then. I wonder when we will get details on the Nasdaq listing, can't be too far away?

[realist1950] 14/10/2020 11:21

mam fach. The market has valued Blautix at zero.....so ANY news on progression into a phase III and a partner coming on board should see a very strong response.

I believe we'll get an update on just that before the end of the year.

[mam fach] 14/10/2020 11:08

That was a welcomed rebound.
Way oversold.IMHO

[ambyth] 14/10/2020 11:02

... last call for all travellers for the northbound express train at platform 4D ...

[showmethemoneyhoney01] 14/10/2020 10:53

Should see some good upward momentum finally especially as the gap filing brigade will realise that it simply won't happen. Onwards and upwards

[showmethemoneyhoney01] 14/10/2020 10:33

Should highlight to the average PI what value there is at this price now.

[realist1950] 14/10/2020 10:32

mustau. He can dump as many shares, in due course, as he likes.

It's the price that counts!

[mustau] 14/10/2020 10:26

RG seeing value?
Will start dumping as quickly as he bought.

[showmethemoneyhoney01] 14/10/2020 10:24

RG and his fund were selling out in the 40's and 50p's and now buying back in at over double that. He's obviously found a few quid down the back of the sofa. Follow the money honey :-)

[thresholdbypass] 14/10/2020 10:23

Could not agree more realist1950, I have no sympathie for those blaming others on this board for their own decisions and a plan is very important in order not to roll with all the fears (both of losing and of missing out). Although for the likes of justtrying I feel nothing but contempt

[realist1950] 14/10/2020 10:23

Thank you, Gooner. RG is close to the company. Clearly he can see the value. Good to see him increasing here.

I've added in recent times and am fully locked and loaded to add more, if the opportunity arises.

A simple, non-emotional move on my part, to turn the present situation into a win-win.

[the stigologist] 14/10/2020 10:20

The window to buy back in for the derampers is getting closed.

US investors will be waking up soon and they're more likely to understand what todays 2 RNSes mean than scaremongering spineless AIM cuck derampers

Just as idiots at 180p were kicking themselves for not buying more in the 30s there will be idiots at £10 kicking themselves for not buying more at £1

The IBS 'Fail' could actually be best thing to happen to this Company. Good portfolio advice... Run your Winners ; Ditch Losers !

[the stigologist] 14/10/2020 10:16

Griffiths buying back is a good sign. Very close to Management. Nearest thing you could get to an Insider buying tell folks.

[gooner1886] 14/10/2020 10:11

RG increased, picked up the cheapies

[realist1950] 14/10/2020 10:03

ThePaddedCell. I agree. I posted way back, earlier in the year, that I did not expect an effective vaccine to have been developed and deployed for several years.

[justtrying1] 14/10/2020 10:01

Gap fill to 80p coming

[thepaddedcell] 14/10/2020 09:58

Vaccines are still a long way off into the future. There won't be one in the new year, spring or summer. By that time the government will be in a desperate situation and you can bet focus will shift to treatments especially with possible Brexit chaos by that time. UK based companies such as 4D will be flavour of the month hopefully with an effective treatment ready to roll out.

[realist1950] 14/10/2020 09:55

Periods like this are all the more easy to manage when you have a clear plan. A plan that is pre-loaded into your thinking and where any sticking points are already factored in to your sentiment. You can't expect to invest in any pharma, let alone one bringing a new class of drug to market without sticking points.

As I have said in the past, if you don't have a plan.....others will make one for you. And no one else will have your best interest at heart more than yourself. Indeed, on the contrary.

Complacency will be running at a minimum at 4D, so corrections like the one we've seen should stiffen resolve and very much keep all hands at deck.

One senses a company that is extremely busy and earnest in proving its case.

I also reiterate that I will be vindicated on Blautix by the year end.

[the stigologist] 14/10/2020 09:53

I was re-watching the 4D Research webinar last night and I think the Imperial Monotherapy study (which they'll present data on in November) could already be giving them some interesting insights. I'm not expecting any major efficacy result from this study (it is only administration of our Live Biotherapeutic for a couple of weeks (it took 8 weeks in some of the Keytruda combo patients to exhibit response))

However the Company are clearly excited about it because it will provide them more insight into the Mechanism of Action and this in turn will help them target the next Indications/Combination treatments they could/should target. This will also be of immense interest to any Big Pharmas out there looking to do a deal to sponsor wider Phase II/III trials in other indications/combos outside of our current MSD/Keytruda deal.

This is a huge market so you would not rule out $1bn+ deals in INDIVIDUAL Indications/Combinations. If you are Bristol-Myers or Roche already seeing MSD/Keytruda 'eating your lunch' in NSCLC or RCC why not try to get ahead of the game and protect your turf/expand your turf in indications 4D and MSD are not taregeting yet ?

Anyway here is the bit from the transcript I found interesting :-

-------------------------------------------------

Soumit Roy
OK, another thing is, if you are following up on the administration of your drug, if you’re following up on the [gut microbiome] PCR repertoire, if it has changed before and after the treatment and if you can identify a certain specific epitope being mostly immunogenic resulting in a better clinical outcome. Keeping it in mind that in future you could combine it with a more targeted medicine or any other cell therapybased medicine could be used if you’re looking into that kind of different PCR repertoire toward changes before and after the treatment.

Alex Stevenson
Yeah, thanks very much for your question. I assume you’re talking about MRx0518 our oncology lead in that regard. The answer is yes, we are looking into that. We’ve got the combination study that’s ongoing with Keytruda and we’re collecting samples for analysis in that study.
We’ve also got a study at Imperial College in the UK, which is more of a biomarker driven study where we’re actually looking at MRx0518 in the context of patients who have recently been diagnosed with a variety of solid tumors. So patients have a biopsy that’s taken on diagnosis and then scheduled for surgery. Two to three weeks later in the intervening period, we are treating with MRx0518. And later this year we hopefully will get the first results from analysis of the immunology of the tumor both before and after treatment, that should
provide some interesting insights and really a goal that we’ve got is to try and identify biomarkers that are associated specifically with our treatment so that we can unpick its role perhaps in complex situations where it’s being used in combination with other therapies.

[showmethemoneyhoney01] 14/10/2020 09:49

IMO, the only reason the company did a placing at 35p was short term loss, long term gain. Issue some cheap shares for the last time to spend the time and money for a Nasdaq listing and do a decent raise into institutions that will want to buy into a company like DDDD at many multiples to the 35p raise as they know there is huge future value from those levels.

[katsy] 14/10/2020 09:48

But these are the same management who offer massive discount placings.. and shaft UK PI's is it any wonder why AIM investors don't believe CEO's and rampy rumpy RNS's. They just chase momentum and then move on to the next pump and dump stock. There's a great article somewhere on how AIM is a disaster for most investors.

[realist1950] 14/10/2020 09:43

Good post Devonlad.

You may recall, I have posted extensively about 'good' and 'bad' fund raising and market perception.

And they do tend to fall into these two distinct categories, fairly neatly. Under the right circumstances, they are to be welcomed. To date 4D's capital raises have translated well into material, tangible progress. And I believe the management are serious and sincere in building upon that. After all, they are certainly not going to become wealthy via their current salary packages.

Very much looking forward to the conference next month, with information set to flow out on two concurrent days via three presentations.

THIS is the kind of arena that is closely watched and attracts the attention of suitors and various sources of investment.

Rgds.

[mad foetus] 14/10/2020 09:38

Devonlad took the words out of my mouth