4d Pharma Share Discussion Threads

[thresholdbypass] 26/10/2020 08:03

Bayer just bought Asklepios for 4 bln, just goes to show (might be small potatoes for our cause, but still, a lot more than it is now)

[hodr] 26/10/2020 07:58

That's my view. However trying to be remain balanced, as the potential is mind blowing. 4D are very confident in recent interviews and excited on Mrx0518 results. So all results should be very good.

[thresholdbypass] 26/10/2020 07:46

All my fingers are now crossed HODR :-) but I think it would be very strange if not most of the data you refer to are positive, if not all. We'll get there, and soon

[rastamouse] 26/10/2020 07:41

Me thinks 4d will be worth 250 pounds by 2022.Peace out

[hodr] 26/10/2020 07:22

Looking forward to 4D building on last years SITC monotherapy trial presentation https://www.4dpharmaplc.com/download_file/force/243/311Interesting study design - samples taken pre & post surgery, plus 3 samples in follow up period. Lots of data will be known from open label trial & mechanism of action.If we get three posters/presentations of this quality and results shown in human trials it is going to be amazing. Keytruda Part A - already proven, however would be good to see update and patients still responding and on trial. - fingers crossedKeytruda Part B - initial data on some of the 120 patients and positive indications - fingers crossedNeoadjuvant/Monotherapy - mrx0518 working in isolation and understanding the mechanism of action to fuel other collaborations and payments or deals - fingers crossed

[royalalbert] 26/10/2020 07:18

I gave Rasta the benefit of doubt. However now filtered along with Stink, no reasonable argument put over by either of those two.

[thresholdbypass] 26/10/2020 07:17

And no one will refuse a treatment, where as a vaccine....

[thresholdbypass] 26/10/2020 07:15

I'll take treatment over vaccine anytime as I stated before. Even IF there is a vaccine coming somewhere in 2021, and that is still a big if, it is not readily available for the whole world for a long time to come still, production and administrating it takes an enormous effort and time, apart from all the scepsis and fear surrounding it. A treatment would be welcomed with open arms by all goverments, vaccine proven successfull or not. But if there are positive data now forthcoming about treatment that could well be a catalyst for another step up in SP, would really surprise if it did not have that effect

[thepaddedcell] 26/10/2020 00:20

If the rushed Covid vaccines prove to be ineffective you can bet a safe treatment by 4D will go down a storm. Timing couldn't be better as trials should be showing results early next year. Response to the treatments should be seen within days of administration and be quite clear.

[realist1950] 25/10/2020 23:00

Yoda5442. A good post, marked up.

'Elsewhere'....(and I rarely get drawn on silly remarks).....

It's entirely irrelevant to call out 4D for a lack of revenue at this stage. To do so is to utterly miss the main point. We are not about cash generation, but instead science, discovery and proving clinical efficacy. Cash can wait.....it's not how the company will be judged and valued. Period.

And to point to Seres' modest earnings as a rational argument as to why there is such a gap in valuation vs 4D is, well....laughable.

We will see the gap close here over the coming weeks and months, I'm sure.

The BOD have stated very clearly why we are reversing into a NASDAQ listing.....and that is to more easily access willing sources of investment.

You don't sell the family silver at a car boot sale.

There is much news to come over the next two months and, before we know it, January will be upon us.

A word on Covid.....if patient recruitment is a struggle in the UK, an overseas trial would be welcome. I wonder if others feel this is realistic? Alternatively, in the meantime, news of dosing and progress in the UK could emerge. I'm very keen that the company begins producing data for this indication as the MOA as we know just seems SO well aligned with key problems caused by the virus. Proving up any efficacy in this space would be sensational for 4D's valuation and overall profile and perception.

Also watch out for Blautix partnering before the year-end and perhaps an update on our move into the CNS space. I think we will be moving into a phase I there before too long.

All in all, this company could well be entirely transformed by late spring 2021. Obviously I think there is a fair chance that will happen and have invested accordingly, but others should ADTOR as ever.

[gooner1886] 25/10/2020 22:49

Stinkologist lol ffs , did make me chuckle

[yoda5442] 25/10/2020 22:19

"If you’re interested in or have experience in the biotech space, it should come as no surprise that biotech companies with little to no revenue can still be worth billions. Consider the most prominent 2017 biotech M&A deal when Gilead bought Kite Pharma for almost $12 billion. At the time of the deal, Kite was still loss-making, with over $600 million in accumulated deficit, but significantly, it also had a pipeline of CAR-T cell therapies, which treat cancer. Kite wasn’t necessarily an anomaly. Almost 80% of the constituent companies of the Nasdaq Biotech Index (NBI) companies have no earnings; over 150 companies representing over $250 billion in market capitalization. And, the average VC investment in biotech has more than doubled over the past decade, from $4.6 billion in 2005 to $12.9 billion in 2015. As institutional equity investors, it’s clear that this cannot be simply explained by the exuberance of investors. Rather, it’s meant to demonstrate that pipeline often justifies the value of a company."

[thresholdbypass] 25/10/2020 22:13

rasta and stinky not the same fudge with a grudge maybe?

[rastamouse] 25/10/2020 21:26

Raaaas..Bredrin spouting 10, 100, 200 pound share price predictions and me ask for justification..And me is crazy and filtered???And hyper pump and dump maan treated as hero for spouting ridiculous predictions..Lol..Man then get hupset and press da filter.Stopid iz as stopid be.Truth is truthPeace out.

[rastamouse] 25/10/2020 21:11

Me long and strong here and will be adding.But me naah taken in by some of the raaadiculous moon shine valuations spouted here.Taa raaas.Peace out

[podium] 25/10/2020 21:02

To summarise, rasta doesn't think comparisons with Seres market cap of $2bn are relevant because they have revenue of $36m.... yet in all his 20+ posts he was never able to consider that there is nevertheless a very large disparity in respective valuations. I get the strong impression he's been burned elsewhere and has a grievance with others on here.

[mickinvest] 25/10/2020 20:54

Too many posts on board, stinky and rasta filtered.

[thresholdbypass] 25/10/2020 20:44

And anyone who hasn't had a big stinker of an investment has no balls

[the stigologist] 25/10/2020 20:41

The dream for any small bio is to have a Big Pharma invest in/partner/licence their drug candidates

4D already have one of the Top 5 Global Pharmas (MSD Merck $MRK) doing all 3 !

- Invested as shareholder 5% and still have warrants to buy more

- Partnered on Keytruda combo trial

- R&D and Licencing collaboration on Vaccines


Most UK investors are clueless about Merck but it is bigger than AstraZeneca AND GSK Glaxo combined !

In next few weeks / months I'd expect all of the Top Global Pharmas to be trying to partner 4D

[thresholdbypass] 25/10/2020 20:41

Pheww, someone is showing their dark sould on here. We all have our own best interest at heart and look for some solid information and welcome some inference and deduction and then make up our own minds. No one here to listen to your bad trip Rasta