4d Pharma Share Discussion Threads

[dope007] 08/6/2021 15:57

Wonder how many shares this seller has left...

[pistolwhip] 08/6/2021 15:20

I would also argue that elsewhere, with our vaccine collaboration for example, the first significant milestone payment we're due, might well fall in the 'discovery' phase of that agreement (which is of course, pre-clin).

I therefore think areas like CNS discovery have the potential to be highly value accretive, especially if slightly more advanced areas (ie oncology) go on to prove to be validated.

As we've discussed in the past, validation / success in the space as a whole will be like a rising tide and should lift the 'value implicit' in all boats.

That will probably be how the market reacts (think seres and difficile).

[pistolwhip] 08/6/2021 15:12

The same with arthritis.

Have you looked at the in vivo slides for that?

[pistolwhip] 08/6/2021 15:11

Whilst I understand your perspective TBP, I would argue that it's perhaps more meaningful than you suggest:

Given that we are actively trying to open up an entirely new pharmaceutical space, I would argue that preclinical DISCOVERY, in vivo, is a significant event in CNS.....especially as the preclinical discoveries in vivo for the oncology canidates have already shown to replicate, to some compelling degree, in human (clinical) studies.

That factor is crucial.

We should all remain mindful that in LBPS we are at the sharp end of scientific discovery.....and potentially a completely new approach to medicine.

So to have discovered anticancer potential in vivo, that has replicated in humans (on a chemical / cellular level) is significant.....even if full outcomes are not yet known.

Consequently, I'm compelled when I see the in vivo CNS findings.

We can of course debate how these discoveries may (or may not) translate into a binary stock valuation, but I think given the context here, the CNS findings mean more than "very little".

[devonlad] 08/6/2021 14:59

TBP, very true indeed! It is only in mice!

[thresholdbypass] 08/6/2021 14:57

Sorry, but pre-clinical is all fine and dandy, but it means very little. I hope as much as any of us here that CNS will be another big one, but before any clinical trail results it will not add any value.

To give a very recent example, pre-clinical, chloroquine (and hydroxyloroquine) were VERY promising against Covid-19. Large clinical studies found NO up-side and some dangerous negative side-effects. These things happen all the time

Now, LBP's are much different, and there are certainly interested parties (i.e. M.J. Fox foundation and others), but this is all way too early to tell

[pistolwhip] 08/6/2021 14:43

Thanks Mick. (not that these ticks really matter.....cue tickdown!)..

I'm just working my way through the SEC Filings for a second time. Mammoth task. Currently on page 89 and detailed notes on mrx 518. But best advice is to read the whole thing and not just cherry pick those 'chapters' that are familiar. It is loaded with info throughout.

Anyone looking in who has not yet studied this prospectus should do.

Risks as well as potential are all clearly stated.

The preclinical work / findings into neurodegeneration are astonishing.

[devonlad] 08/6/2021 14:40

TBP, I totally agree. Despite the fact that the majority of drugs given a fast track are cancer drugs, Blautix actually does stand a good chance of getting that because it clearly has a great safety profile and is hitting a currently unmet need. As with everything, us simple souls on a bulletin board are only privy to a small amount of what goes on. The webcast:

26 May

4D pharma CSO Dr Alex Stevenson is joined by Dr Joaquim Bellmunt, Associate Professor at Harvard Medical School, Director of Bladder Cancer Program at Beth Israel Deaconess Medical Center and former Director of the Bladder Cancer Center at Dana-Farber Cancer Institute

was really complex, obviously not designed for your average AIM investor so what was the point! I think that this could have been to provide some clinical backing for their drugs for the benefit of the FDA, just a thought! The same for the Blautix presentations as well.

[thresholdbypass] 08/6/2021 14:34

Ok, thanks for the info

[mickinvest] 08/6/2021 14:30

Blue posters can, as I upvoted pistol, it went from 0-2 to 1-1.

[thresholdbypass] 08/6/2021 14:27

Thanks MickinVest, you are cleared :-)

(I did not know you could actually change the vote, this election is rigged!)

[glasswala] 08/6/2021 14:23

This share has risen because of a Covid-19 out licence with Astra Zeneca not solely for cancer but yes you have a partial valid point

[mickinvest] 08/6/2021 14:21

Been that way for around a year, they disappeared for a while but they've been clicking down posts for Britain the last while, I'll vote down Pistolwhip above to make it 2 so I'm in the clear as the culprit, don't worry pistolwhip, I'll change it to a thumbsup in 10 minutes :-)

[thresholdbypass] 08/6/2021 14:17

Hahaha, there is a maniac about who just loves to click on little red squares LOL
Go for it! You'll feel better afterwards

[dope007] 08/6/2021 14:16

Net Scientific with only a 5.75% holding of a company with a successful Phase 2 cancer trial is up 200%. that is why I see 4d as a buy and hold now with news so close

[thresholdbypass] 08/6/2021 14:13

Yeah, the unmet need could possibly be found in the IBS-M, if that were a prerequisite. But I do not know all the ins and outs of these processes. I would simply not completely disregard the possibility, especially since it was quite a large PII overall and again, safety is key. Anyway, we'll see, a nice up-front payment PIII deal would not be so bad either ! :-)

(was just thinking that if Blautix were approved, it would mean a really BIG BIG step, because it would prove concept to market for 4D)

[pistolwhip] 08/6/2021 14:12

I agree with your observations on the want / will of the BOD to investigate fast tracking of 518.

[devonlad] 08/6/2021 13:58

TBP, very true. I think the fast track process allows the drug to be sold but possibly they still have to go through a P3 trial or a similar process. The only types of drugs given a fast track are those where there is currently a clinical unmet need, something new. It is possible that Blautix could get fast tracked, who knows, maybe that was the point of the interview the other day with the guy from Houston, it was very high brow anyway so clearly aimed at the pharma industry, possibly the FDA. The vast majority of fast tracks though are cancer drugs, Merk being the leader in the field in getting fast track approval. My gut feeling is that they are really going for fast track on MRX0518 which ticks all of the boxes and the second trial with Pfizer is part of this process. What we do know is that DDDD are in conversation with the FDA about fast tracking MRX0518. If that does get approved, then a huge re-rate is on the cards.

[reb_ban] 08/6/2021 13:55

I too am going against the present market consensus PW but unfortunately investors are fickle and impatient, they have no capacity for seeing things through in present times...But ultimately this is small BioPharma were concerted delays are to be expected...

[thresholdbypass] 08/6/2021 13:49

Yes Devonlad, it was not a negative remark in any sense, just that some here seemed to suggest a PIII trial without a partner. I am actually very positive on the partner opportunities. And more over, I have heard mention that sometimes certain treatments are "provisionally" approved on the basis of PII data. Safety being a key element in assessing the data for such an eventuality. Now of course there needs to be some up-side, as in efficacy, but as I've said from the beginning about the Blautix results, they are at least on a par with existing treatments (of which one is just an antibiotic for IBS-D) and the saftey is so much better and there are hardly any noticable negative side-effects (like diarrhea or bleeding or pain or etc). So who knows eh? Maybe they don't need a PIII

[cottonpickers] 08/6/2021 13:48

IMO Nasdaq wasn't a debacle. They listed. It's an important step forward. 4d is now in a position to take advantage of that when they have news.

[danboris2] 08/6/2021 13:43

Well I made a small top up as think great value at these prices.

[danieldruff2] 08/6/2021 13:35

Nasdaq listing a debacle?
They grabbed funds at 110 and the market now values them at 90 - canny!