4d Pharma Share Discussion Threads

[showmethemoneyhoney01] 24/10/2020 12:10

Donald, how far in do you discuss DDDD?

[donald pond] 24/10/2020 12:03

All, I mention 4D in this week's podcast, albeit you all know the drill...
Please listen, share with your network and give us feedback



we are also on audible, google podcasts and direct from buzzsprout

Thanks all.

On 4D, we've got a week before the conference. Should be fun.

[thresholdbypass] 24/10/2020 12:02

And Merck are apparently the biggest vaccine Pharma around and still they did not seem to jump at the opportuniy for Covid here, maybe seeing other possibilities like treatment. Developing vaccines is a really costly affair, and how long will it take?

[thresholdbypass] 24/10/2020 11:58

someuwin, I am not trying to diss your assertion, let me put it this way, there are not a lot of Big Pharma putting a lot of money and effort in developing vaccines. The current Covid race is a one off, high profile, very good PR, great financial conditions and administration conditions. All this is totally exceptional and has nothing to do with the regular way vaccines are developed. But once a vaccine is in the protfolio, it is obviously still making money. But look at it this way, even a vaccine like HPV, is two jabs in a life time, whilst any treatment has multiple usage. Just look at painkillers, enormoes amounts are sold every year and the costs are now purely production and extremely low

[frrinvest] 24/10/2020 11:31

Mr Roper, agree on Blautix and Covid. If they deliver on all this then sky is the limit.

[mr roper] 24/10/2020 11:26

I would think 2bn bucks mkt cap is a pretty fair target. Perhaps 12mths away if progress continues as it has to date.
Saying that, if they partner blautix, pick up another Merck type partner on oncology, prove Mrx5 is efficacious on as a mono therapy, and have a covid win with mrx4 we may need to revise our targets significantly higher.

This would be a major league disruptive tech that on Nasdaq would demand a stratospheric valuation, double figure billions not unrealistic in a few years.

[the stigologist] 24/10/2020 11:22

Kangaman I'm putting together a little spreadsheet to keep on top of the arbitrage opportunity

Will put it up later

[frrinvest] 24/10/2020 11:17

Though they have given 13% of company @ £1.10, a rock bottom price, the positives are clear:

1. The near term funding issues are over, as it secures funds till 3Q 2021. This is long time in the case of 4D as so much is in the pipeline to come through in the next 12 months, least of all substantial payment from Merck on positive oncology data. This is going to be big and will take 4D valuation to the level they deserve. Not sure what this level is at present but those who are saying $2B+ may not be off the mark.

2. In almost an instance, the Nasdaq listing has effectively been pushed through, magic!

3. The costs and work associated with Nasdaq listing has been eliminated completely, magic!

4. 4D partnering an existing shell company (LOAC) can immediately commence marketing of LBPS prior to official listing approx. mid Jan 2021.

On balance a very intelligent move. Onwards and upwards imho.

[thresholdbypass] 24/10/2020 09:35

That is a great find showmethemoneyhoney01, and indeed, you never know, those are the numbers we're looking for! :-) (smiling from it, not laughing at it)

[showmethemoneyhoney01] 24/10/2020 09:24

You never know!

[rastamouse] 24/10/2020 08:53

Is there an Arbitrage opportunity here??Potentially...

[johnveals] 24/10/2020 08:35

LOAC up 3.21% yesterday. Looks like it hasn’t gone unnoticed.

[kangaman] 24/10/2020 08:30

Stig could you explain to a simpleton like me, why Loac is a cheap way into 4d please.

[rastamouse] 24/10/2020 07:40

https://twitter.com/AimHardy/status/1319883086113476608?s=08

[gooner1886] 23/10/2020 23:28

You can but laoc on trading 212

[the stigologist] 23/10/2020 23:24

Have had same problem trying to buy $LOAC

It now represents a v.cheap way into DDDD

I suspect US retail investors not woken up to this story yet... must be v.tightly held

I see Goldmans on the shareholder list. V.good sign.

[dope007] 23/10/2020 22:19

why magli?

[magli] 23/10/2020 21:13

Cant buy Loac on ii on line so will check monday with Dealers.

[thresholdbypass] 23/10/2020 20:16

And maybe diagnostics

[thresholdbypass] 23/10/2020 20:11

Vaccines for flu need to be updated regularly, costly bussiness, maybe HPV is an exception, I do not know, but really, treatments are the bees knees in terms of money

[con90210] 23/10/2020 20:06

Few 100k plus trades through showing late. Some good money coming into 4D now. Holding for a rerate back to 160p plus.