4d Pharma Share Discussion Threads

[5070481] 21/10/2020 08:21

I agree Best in terms of the IBS deal. If it is going to happen it will likely take longer than 4d had hoped. None of this changes the long term prospects of the company which I still hope will be many multiples of the current price. POsitive data by end of the year on the Phase 2 keytruda tie-up would provide that catalyst.

[5070481] 21/10/2020 08:10

I would have thought the small raise at 35p was simply to get it to through the oncology results and IBS results. At that point, management will have presumed the share price would be considerably higher. Remember it was at this price level at the start of the year before these results. A Reasonable assumption for management to make that we would have been closer to 200p for the next raise.

Unfortunately, AIM isn't interested in assigning fair value currently. TO ignore how the price reacts to placings on AIM is to be daft or simply to try and encourage other investors to put more money in to prop up the price. I would be keen for them to just get the fundraise done with and remove the uncertainty so we can focus back on the phenomenal oncology results. We all know Nasdaq assigns a different value. We aren't listed there though so its irrelevant.

[best1467] 21/10/2020 07:29

Allso if the data is that good then how long before a partner is signed the last small raise at was it 40p was we thought just to tide over until the IBS data and Licensing deal with upfront.
If we get a further large cash raise then no IBS deal is on the way fact

[best1467] 21/10/2020 07:24

This is my concern we have the CEO been interviewed after the IBS data readout and he said we are very excited by the data.
So if we are to believe that statement then why no mention in the interview posted when the great results have just been published I’m begging to question the credibility of the CEO

[eeza] 21/10/2020 07:23

Yes, the Market where the price reflects all the known (to the favoured few) facts.

Not at all bent-as-a-nine-bob-note.

[katsy] 20/10/2020 23:34

Not all placings are bad, I believe sooner or later 4d will need more funds to progress and not just to keep the lights on. I do feel looking at the price action from the IBS trial RNS that a placing is indeed doing the rounds and those involved forward sold on the news. the price has stabalised at around 95-100p which tells me if there is a placing it will be between 80-90p. Remember any placing here is to progress the company.

[the stigologist] 20/10/2020 23:06

Just noticed this story

Prothena getting $60m as a milestone payment for progression of a clinical trial with Roche in Parkinsons Disease

Look forward to news on our CNS programmes



Part of an earlier $600m headline agreement

Roche And Prothena Enter Into Worldwide Collaboration To Co-Develop And Co-Promote Antibodies For Treatment Of Parkinson's Disease

"Prothena to receive up to $600 million, inclusive of upfront payment and near-term clinical milestone totaling $45 million, as well as 30 percent of U.S. profits, and up to double-digit royalties on ex-U.S. net sales"

[daveweld2] 20/10/2020 22:46

Stig, it's a bb, you must realise people appreciate the superb scientific and technical info provided here by many, yourself included, there is absolutely no point in engaging with those that are paid in lollipops....Any investor with an ounce of intelligence will see things for what they are....

[hillfoot7] 20/10/2020 22:12

A few little trumps,but the potential here,the backing from the directors and major investors makes it a lot more chilled

[royalalbert] 20/10/2020 22:05

Doom mongers etc, are you panicking, it seems so to me.

[hillfoot7] 20/10/2020 21:54

Just could do with a Ronnie Corbett in goal at the moment

[stigofthedump] 20/10/2020 21:26

Yur beginning to sound v.desperate.

[the stigologist] 20/10/2020 19:58

1. They have raised at big discounts TWICE already this year

2. If the stock is cheap why not buy as much as possible in a mates rates 'Friends and Family' round prior to a NASDAQ listing ?

3. Why do any genuine longs with brain cells care if there is more dilution at these levels given the huge potential ? Do you not want them to progress their various pipelines ?

4. The scum who try to talk stocks down on '[scary]Placing[/scary]" rumours can only do so based on Investors being cucks who get scared by such b.s.

[devonlad] 20/10/2020 19:47

What makes you say that Welsh boy. I certainly don't see any need for a fundraiser, might be wrong but the management chose not to raise more earlier in the year. They know why and I expect they know that money is coming their way, probably from merck.

[hodr] 20/10/2020 19:29

Have you been tipped off about a placing?

[welshboy] 20/10/2020 18:40

Looks all set for fund raise at circa 85p by the end of the week
Pob Lwc to you all........................

[gooner1886] 20/10/2020 18:37

Shorter gays here again

[ronwilkes123] 20/10/2020 18:22

8 thumbs up tells you what people are expecting imo

[yellowdog] 20/10/2020 17:20

No cash here boys - big discounted fund raise coming up.

[1airbag] 20/10/2020 17:02

I thought they said the IBS result was like winning a gold medal but not a world record....!

Maybe IBS is like winning a gold at tidly winks in comparison to MRx0518 which is the 100m

[swallowsflysouth] 20/10/2020 17:01

Drewster, your article highlights exactly why DDDD is so good at what they are doing, its because they are studying in great detail everything about the single strains of gut bacteria they are using. It is also one of the reasons they are using single strains, unlike some of the competition.

[1airbag] 20/10/2020 16:59

well if they get to PH3 in a year with Mrx0518 in combo with Keytruda, forget poxy £100m valuations.

[the drewster] 20/10/2020 16:52

some more background about the microbiome: