4d Pharma Share Discussion Threads

[thresholdbypass] 20/10/2020 14:36

Yes Divmad, you are right of course, but I do not know what fast tracking means if it does not address some of those issues in some way. But true, it would still be a long shot.
Still also, just the fact a PIII trial would be initiated and funding in place would give something to the share price I would hope

[thepaddedcell] 20/10/2020 14:00

A number of "challenge" trials to be started soon for Covid 19 vaccines. Would like to think DDDD could do similar trials to push the treatment side.

[divmad] 20/10/2020 13:57

My point wasn't geared to the safety side of the P3 trial. I take that as a given that it will be fine. I am just thinking about designing the trial, securing the requisite number of patients and hospitals and specialists to conduct the trial, even before thinking of the time taken to process the raw data and present it to the FDA.

[the stigologist] 20/10/2020 13:16

Here is last nights BBC One Show

Very positive on Immuno-therapy v Chemo-therapy

4D is going to be the future

29 minutes 50 seconds in

[mad foetus] 20/10/2020 13:00

Volume much lower and 2 weeks on from IBS results. Are there still sellers in the wings? Not many buyers around either. All set up for an explosive move one way or another

[devonlad] 20/10/2020 12:10

Divmad, it is rare but not unheard off. The big issue with all drugs is the safety profile, that would be the number one issue for the FDA, having a good safety profile. Who knows, we don't, that's for sure so I agree with you to a certain extent.

[thresholdbypass] 20/10/2020 10:41

I don't know Divmad, combination therapy is different and the safety profile is extremely good. FDA is a minefield, but they got someone on board for that now haven't they?

[divmad] 20/10/2020 10:26

Hard to imagine that they can get approval for marketing the combination therapy next year, after a P3 trial. The FDA doesn't work like that.

[thresholdbypass] 20/10/2020 10:20

By the way, this is how my broker announced the news on 4D IBS:

BRIEF-4D Pharma Announces Topline Results For Blautix Phase II Trial
08:48 07/10/2020

[thresholdbypass] 20/10/2020 10:19

Yes, thank you Devonlad, that is very helpfull. I like that extra zero you're talking about :-) ! and it is exactly why I am here and still here and have been here since beginning of May. I sold nothing because I have limited resources and would be banging my head against the wall if I sell and suddenly this thing skyrockets. If my pockets had been a little deeper I would have sold some on around the 160 170 level, as it stands I am in it for the long(ish) haul

[devonlad] 20/10/2020 10:11

Threshold yes, but Duncan intimates this:
"I’m most excited about our oncology program and our prime candidate MRx0518. We are currently working on a clinical trial with Merck & Co. and their checkpoint inhibitor, Keytruda. Keytruda is, of course, a successful drug that is generating close to $4 billion in sales in a single quarter."
If they get a fast track through P3 because of the safety profile, that is an addition to Keytruda with $16bn sales a year. That would add a zero to the share price. It would be entirely in Merck's interest to use Keytruda alongside MRx0518 to improve sales and more importantly, results, especially for those that have only one outcome, which isn't nice!

kcowe, agree, the stale bulls and those with an investment timeline measured in hours should be clearing shortly!

Off to see the sea, always makes me happy!

[thresholdbypass] 20/10/2020 10:06

And yes, as the stigologist argued, there is something called managing expectations, but you cannot control the market as a company. And all companies, big or small, have unwanted short term expectation buyers who sell on a whim. And even the biggest companies experience these totally unwarrented significant drops, where they have complete management teams only busy managing expectations. Again, granted this drop was enormous, but this stock is volatile, we all know it, those who have been here a while

[kcowe] 20/10/2020 10:03

Grabbed a few more... we should be in for a bounce soon me hopes ..

[thresholdbypass] 20/10/2020 10:01

And I have stated from the beginning that the oncology result is out of this world, have been accused of waffling and drivelling for it as well from the start. It is the biggest thing this company has in the pipe-line for sure, IF a PIII is succesfull, but that still does not mean IBS is a fail, and worthless, what nonsense

[thresholdbypass] 20/10/2020 09:55

andyR42, I apologize.... :-)

[thresholdbypass] 20/10/2020 09:52

And yes andy42, that much is clear, but apologies I do not expect....

[thresholdbypass] 20/10/2020 09:51

Ok, yeah, that makes some sense, and it would be an incredible thing to happan for us !

[devonlad] 20/10/2020 09:39

Probably Threshold, they might be able to get it fast tracked through Phase 3 because of its safety profile, just a thought but it does happen.

[thresholdbypass] 20/10/2020 09:12

Really? Is MRx0518 the furthest down the line? I hope you're right of course, but I don't see it anywhere

[andyr42] 20/10/2020 09:08

Threshold I agree with you. Stig is an old dog who is trained in one direction and can't/won't accept alternative views. This is why he is still harping about IBS just because in his opinion IBS is a 'fail'. He will have an egg on his face one day when IBS goes to next phase. On that day he better be ready to apologise and learn the art of humility.

[devonlad] 20/10/2020 08:58

Two things from that, firstly:

"Usually when you re-treat a patient who has already stopped responding to a checkpoint inhibitor you would expect something like a five percent response rate – so we set the bar in our combination trial at 10 percent. In our initial population of 12 patients with growing tumors, some of whom had received seven or eight different prior treatments, five had durable responses to MRx0518 in combination with Keytruda. That was a fantastic result and we’re excited to conduct later stage trials, with an approval next year potentially on the cards."

Is that an approval for later stage trials or the drug itself, any ideas?

Secondly, errr:

"From our perspective, we’re closing in on bringing a live biotherapeutic drug to market."

Obviously we are in the dark here, that is going to be highly significant, which one?

[thresholdbypass] 20/10/2020 08:57

IBS is still a very positif result, and I will stay one of the hopefulls, invested, no matter what you say the stigologist. It is simply one of the cards still on the table. But it is a good thing they are not playing that card right now, that much we can agree on. But you would not oppose a partnership on that front either I'm sure....

[andyr42] 20/10/2020 08:33

Credit goes to Primal123 for posting the interview. Thanks.
The share price is being held in this region deliberately for whatever they have in plan. Anyway I am fully loaded.