4d Pharma Share Discussion Threads

[someuwin] 25/10/2020 13:25

Seres Therapeutics don't have 'real' revenues of $36m. They aren't selling any products. The revenues are 'related party' and are mainly what Nestle is paying for their collaboration.

4D have a collaboration with Merck for which Merck are contracted to pay over £1bn on achieving certain milestones. Just a different way of recognising 'revenue' and putting valuations on collaborations. Perhaps when 4D is listed on Nasdaq we will have a deferent way of accounting for such things.

[rastamouse] 25/10/2020 13:17

Come on TT, surely you've learnt your lesson from being over optimistic and bullish and being more measured when investing and raising relevant questions/caution from overally bullish sentiment from CEOs and BB bulls (OPTI comes to mind)..Measured and realistic approach always best.Peer comparison can also be helpful but can at times raise unrealistic value expectations.Surely TT the OPTI vs the DDDD valuation anomaly was one. DDDD crashed from 10 pounds to comparable value with OPTI.Surely everyone also recalls what happened to Bioprogress once it listed on NASDAQ??So caution is good.DDDD has some amazing potential.Peace out.

[starboard14] 25/10/2020 13:07

I have had a blast enjoying the surf the last couple of weeks and glad I switched off from the price action with 4D and all nonsense that have been written here since, my 4D holding remains untouched and working as I thought it would. One thing for sure is that I have way more trust and confidence in our very experienced BOD than any of the Genius investor like these one:

"1SJH 15 OCT '20 - 14:49 - 11761 OF 12629
0 2 2
NO ONE IS HOLDING THE PRICE AT £1 SOME ARE JUST BUYING BUT I SEE NO OTHER OPTION THAN A FUND RAISES BUT IMO 75P WOULD PROBABLY BE TOO HIGH. BE INTERESTING TO SEE THE AMOUNT THEY DECIDE TO RAISE."

I was going to reassess my position here before year end but considering the latest news there is obviously no point in making any move any time soon, my best option is to carry on buying on any pull back whenever they will occur...
GLA

[rastamouse] 25/10/2020 13:03

Am I??I'm just raising some viable questions.I'd love this to be valued at 2 billion.But think at the moment comparisons with Seres a little unrealistic. That's all.Any way I'm long and strong and looking to build a position here.Peace out.

[trotterstrading] 25/10/2020 13:01

I think there are a few recent additions to the BB who are not invested, have no intention of investing and are here sow doubt, noting more. I think we all know who they are. You will see their there names on other BB doing exactly the same thing. Best ignored IMHO, engagement only encourages them. All a bit sad really

[rastamouse] 25/10/2020 13:01

I am doing the research and raising viable questions.The slides all look very nice but don't result in valuation comparisons with Seres.Currently IMO DDDD is near fair valuation (USD 225 million).As product viability is proven then an increase in valuation is fair.Some here assume that a simple listing on the Nasdaq will equate to significantly higher share price.Not true and caution required.

[qazwsxedc69] 25/10/2020 12:59

Rasta is probably one of the most filtered people around. Just filter and ignore.

[hodr] 25/10/2020 12:58

4D are in accelerated approval with the FDA on Mxr0518 and just need to look at the October management presentation - a route to market without P3. Valuation founded on facts and results. https://www.4dpharmaplc.com/application/files/5716/0335/2432/4D_pharma_Management_presentation_Oct_2020.pdf

[hodr] 25/10/2020 12:54

You need to do you research and have a look at those links - the facts are clear

[rastamouse] 25/10/2020 12:53

Not one product at phase 3 and revenue generating phase.Caution with applying unrealistic valuations.I'm long and looking to build a position but Nasdaq listing is not the golden ticket.Many UK Biopharmas have taken this route and failed.Ultimately it will be viable and theraputic Biome bacteria that will drive value here.

[rastamouse] 25/10/2020 12:49

Patents doesn't necessarily equate to value Its the value and revenue successful Patents command.So its how many of these patents will be successful not the number of registered patents.Comparison to Seres at this current moment in time (and DDDDs product development cycle) is totally unrealistic.Yes, an appreciation in value on listing to Nasdaq is possible but not guaranteed.

[hodr] 25/10/2020 12:43

https://twitter.com/lramseu/status/1320312359752269825?s=21https://twitter.com/lramseu/status/1320323025645019138?s=21Have a look at these charts

[royalalbert] 25/10/2020 12:42

How many patents has Seres, compared to 4Ds 1000 plus and counting.

True not that simple as a like for like case, but in this field 4d leads.

[hodr] 25/10/2020 12:41

4D world leaders in live biotherapeutics. 4D has platform approach, better pipeline(16 lines), bigger markets, large deal ($1b+), more patents, superior collaboration (mrk) & strategic partnership (MD Anderson) world leader oncology. 4D significantly more progressed & developed than their peers.4D has consistently delivered & achieved all goals to date. Unlike Seres, failed P2. 4D's proprietary discovery platform, MicroRx®, is focussed on understanding & exploiting bacteria functionality - Discover, Develop, Protect & Prove.

[rastamouse] 25/10/2020 12:35

Seres also has revenues of USD 36 million.DDDD revenue just over 200k sterling.So again the comparisons need clarification (in terms of why DDDD should have an equivalent valuation to Seres).CEO in his podcast made the same point, he felt DDDD valuation should be much higher (made reference to 2 billion valuations on Nasdaq, I'm assuming he was referring to Seres).Valuation parity can be expected on positive results, collaborations and significantly higher revenues from DDDD.I'm assuming some here feel that will come with time.

[rastamouse] 25/10/2020 12:24

Question.Many here talk about the valuation disparity between DDDD Sterling175 million and Nasdaq listed Seres Theraputics USD 2.5 billion.Now surely its not a simple fact that one is on AIM the other on Nasdaq.I'm assuming Seres has more cash, backers and products further down the product life cycle.Yes, listing to Nasdaq should add value to DDDD but the difference in valuation is not simply down to being listed on different exchanges.I'm happy to be proved wrong.

[ozzywalker] 25/10/2020 12:21

Think he's still looking for the gap at 80p...

[daveweld2] 25/10/2020 09:46

With such a significant drop recently followed by recovery, I find it useful to recap, reading through the past 2 weeks posts shows quite a picture of those whom post with sincerity, knowledge and honesty and those that have lost all credibility, with either no knowledge or deliberate actions to mislead....a good read for any new arrivals....

[saint in exile] 25/10/2020 08:46

Katsy started watching that Incke video but preferred the one above

[rastamouse] 24/10/2020 22:13

Seeeen..Weed gives me clarity of vision and calmness of the mind.The heavenly herb is da only way during these raaas claat times.Peace out

[rastarat] 24/10/2020 21:41

Here me now rastamouse, you got da big massive in da house. These bad boy shares are going to da moon. Chill on a pill, don't smoke da dope.

[slippery gollem] 24/10/2020 21:21

Cracky baccy is telling me to vomit right now RastaRat! Me and my gran, we’ze dun.

[manc10] 24/10/2020 20:52

so sumutroll 4d pharma was a 10pound a share had 8 placings will run out of cash in early 2021 question the mkt cap is 178 million what are the profits and what are the p/e year on year ? looooooooooooooooooooooooooooooool