4d Pharma Share Discussion Threads

[blueblood] 20/10/2020 15:35

4D actually told us the opposite and IBS is likely to go to P3 but need partner first.

[frrinvest] 20/10/2020 15:17

If you read DP's interview transcript he is saying regulators didn't know anything about how to tackle LBT in the early days. 4D's own CMO was involved in defining some regulations for LBT. Safety is of primary importance followed closely by efficacy so yes I do agree despite FDA's stringent procedures/processes they could favour a 'fast path' approach to getting LBT 'drugs' to the market quicker than normal. Fingers crossed, all looking rosy.

P.S. Folks who are saying there is still life left in Blutix & IBS have a perfectly valid claim as phase 3 cannot be ruled out at this stage. At least not until 4D say so.

[thresholdbypass] 20/10/2020 15:01

Thank you Ozzywalker and Bms1a3c !

[bms1a3c] 20/10/2020 14:55

Re fast track....I seem to remember this was covered in one of the longer interviews over the summer (during analyst questions)The comment I remember was FDA had been engaged and they wanted to see data from about 100 patients first

[ozzywalker] 20/10/2020 14:43

https://www.fiercepharma.com/pharma/merck-s-keytruda-scores-solo-lymphoma-nod-but-analysts-are-fixed-seagen-s-combo-potentialThis article has some interesting points about fast tracking drugs to market.

[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.