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Share Name Share Symbol Market Type Share ISIN Share Description
4d Pharma Plc LSE:DDDD London Ordinary Share GB00BJL5BR07 ORD 0.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.60 7.32% 96.80 96.00 97.20 98.40 90.60 90.60 2,784,531 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.0 -29.4 -36.8 - 127

4d Pharma Share Discussion Threads

Showing 12851 to 12875 of 15375 messages
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DateSubjectAuthorDiscuss
25/10/2020
14:38
Not saying 4D market cap should be the same as Seres. However there is a disconnect and will be corrected soon.The presentations at SITC Conference are key to provide true value. 4D pharma announces three presentations at The Society for Immunotherapy of Cancer (SITC) Annual Meeting 2020.Initial immune modulation and safety data from MRx0518 neoadjuvant monotherapy trial in patients awaiting surgical resection of solid tumors.Update on safety and efficacy results of Part A of combination trial of MRx0518 and Keytruda® in patients refractory to immune checkpoint inhibitors.Further information on ongoing Part B cohort expansion phase of MRx0518 and Keytruda® combination trial.On Vox interview CEO talks about November SITC presentations & after discussing the Keytruda one, CEO says "more importantly, we'll be presenting information about our monotherapy trials"https://www.voxmarkets.co.uk/articles/4d-pharma-on-their-merger-intention-to-seek-nasdaq-listing-plus-chris-bailey-on-4-large-caps-5e542fc/
hodr
25/10/2020
14:22
I think comparing 4D's market cap with another microbiome company listed on the NASDAQ is a very worthwhile exercise! In his recent interview Duncan Peyton made it very clear that 4D are the world leaders in the field and in terms of patents and research who can disagree!This share will be valued at well over half a billion by mid January. Very exciting
f3rdinand
25/10/2020
14:14
Not entirely convinced by the responses and still refer back to my original points.I have more caution/questions but will hold back as I do not want to come across as negative on DDDD, I'm actually bullish.But find the comparison with Seres valuation unhelpful and currently unrealistic.Last comment on valuation comparison.Peace out.
rastamouse
25/10/2020
14:14
Rasta - another point to note is that Merck's Keytruda is on course to be the world's biggest selling drug by revenue in a couple of years. "GlobalData has predicted that MSD's immuno-oncology blockbuster, Keytruda (pembrolizumab) is projected to be the best-selling drug by annual revenue in 2023, raking in $22.2bn by 2025." 4D are trialling their MRx0518 in combination with Keytruda. And is already showing amazing results... "The disease control rate observed in part A of the study, at 42%, far exceeds the 10% threshold for success agreed with our partner MSD for the cohort expansion phase, boding well for the outcome of the ongoing Part B of the study..." As MRx0518 has almost zero side effects why wouldn't patients who take Keytruda also take MRx0518? Maybe an over-simplification, but hopefully you can see the potential here. And that's just one of the many pipelines 4D have.
someuwin
25/10/2020
14:04
As points made by someuwin and HODR show and you could have found out yourself Rastamouse, with a little less focus on prooving your own quick found caution, there is more to it than just a Nasdaq listing. But yeah, the listing will certainly provide a way way bigger pile of money that wants to invest in these type of companies. And "optimists" here are saying we are one of the most promising and leaders in the field. But it does not mean you cannot ask questions, maybe they would be received better if they did not sound so much like casting doubt
thresholdbypass
25/10/2020
13:47
Good points HODR. All said and done as long as 4Ds work benefits the human race and also investors I'm happy. Good luck to all. P.S mostly this is a good board can we keep it that way.
royalalbert
25/10/2020
13:42
I would also count Seres P3 a fail based on the response from the FDA & need to rerun as a larger trial. FDA not willing to meet Seres!Seres not going to generate revenue anytime soon with SER-109 BLA in open market.4D far more developed & robust approach to trials.See FDA correspondence https://twitter.com/lramseu/status/1320354175323176960?s=21However Seres valuation $2.69b.4D IBS trial in phase 2 was much larger than Seres phase 3.
hodr
25/10/2020
13:42
I never said "nothing is coming."I just stated that comparisons with Seres are premature and unrealistic at this moment in time.I recall the same type of hype when DDDD was 10 pounds. We all know what happened.I'm just saying realistic optimism is what is needed.Also I recommend cation to those who assume that a Nasdaq listing will automatically result in a significant re-rate in price. It simply doesn't work that way.Peace out.
rastamouse
25/10/2020
13:37
Fair point Someuwin.Informative.Thank you.
rastamouse
25/10/2020
13:31
Someuwin nice response, although I do agree with Rasta on some points. That's why peeps should always do their own research as well as reading bulletin boards.
royalalbert
25/10/2020
13:27
If you think nothing is coming (which it is), then what are you doing here Rastamouse?
thresholdbypass
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.
someuwin
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.
rastamouse
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
starboard14
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.
rastamouse
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
trotterstrading
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.
rastamouse
25/10/2020
12:59
Rasta is probably one of the most filtered people around. Just filter and ignore.
qazwsxedc69
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
hodr
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.
rastamouse
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
hodr
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.
royalalbert
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.
hodr
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