4d Pharma Share Discussion Threads

[bluebear1] 10/6/2021 10:43

I have called this right 95% of the time.New bull rising here

[bluebear1] 10/6/2021 10:41

1.10 ST target.Then to the moon!!!

[devonlad] 10/6/2021 10:39

Lol, every chartist on Twitter is calling this up now.

[the stigologist] 10/6/2021 10:36

"I'm not panicking about my short at all"

"No really I'm fine"

[bluebear1] 10/6/2021 10:35

Strong buy

[on target] 10/6/2021 10:34

Time to close your short kaka, or are you aiming to kaka your pants again today?

[kaka47] 10/6/2021 10:23

Well well well, after yesterdays and todays suckers bounce, the boiler room is in full flow with mightly tales that there would be an RNS soon on well trials going.... scamming Rampers make me laugh

[kaka47] 10/6/2021 10:15

Buy the dip. Do not worry if you have missed the last dip at 89p, there will be another lower DIP coming soon enough . And then another one :- till it hits 50p

[stephen uptrend] 10/6/2021 09:41

Very strong buy as lots of news due up till
end of the year. The bulls are taking over and momentum will only get stronger.

£1.20 first short term target, perhaps as early as the end of next week.

Watch the AT bots push the price back up
as the accumulation stage is now over.

[thepaddedcell] 10/6/2021 09:21

Lack of news and this drifts down, regular news flow required.

[tyler90] 10/6/2021 09:14

Somebody ticking down the posts means is the game on with the shorters??

[tyler90] 10/6/2021 09:10

Looks like tree shake or whatever you want to call it is over. It was a bit vicious and those expecting a multi-bagger on NASDAQ listing been disappointed or have had to sell if heavily leveraged. Now need to give WorldQuant a bit of run too lol!

[thepaddedcell] 10/6/2021 09:06

Confidence is returning , back over a 100p today. Could be the expected uplift ahead of oncology news.

[mark10101] 10/6/2021 09:01

I feel sorry for anyone shaken out over the last few weeks, even though it has been painful to have held from 150p to 88p, it will be a mere blip going forward imho.

Fantastic safety profile coupled with efficacy across a broad spectrum of applications, it has the mix I want in a Pharma.

[pistolwhip] 09/6/2021 22:35

Indeed devonlad.

4D's microrx platform is key to profiling and understanding the microbiome on a single microbial strain level so that an acute and exact understanding of method of action and interaction with the host is gained.

It's an incredibly focussed approach with the aim of delivering a highly targeted therapeutic....and this is only one example of how the company is differentiated in the space.

And as 4D have recently learned (and reported), there is great therapeutic variation and potential within single strains too. This factor could be key when it comes to IP protection.

Others are doing great work in the field too.....but I feel very confident that in some specific areas, the level of 'discovery' at the company and the growing knowledge base is well advanced of the competition.

As I have posted before, any big win for 4D (for example, efficacy seen over large patient numbers) and the 'value implicit' in the many other strains they are currently analysing and profiling should come to the fore. THAT is what's so exciting about this company.

[devonlad] 09/6/2021 22:06

It is well worth long term investors having a look at the competition, what they are doing and how they compare with dddd. Do they have 1000 patents granted with another 1000 pending? Are they looking at single strains of microbiome or groups of them. Do they have a mechanism for effectively diagnosing what single strains could be used for, in simplistic terms. If you look at the competition, their valuations and the ip leader in the field, you will spot the anomaly!

[freddie ferret] 09/6/2021 21:50

I said this needed to breakdown below 85p for a while to confirm the break.
Todays price action instead has confirmed 90p as a floor.

[pistolwhip] 09/6/2021 21:45

Nice post ozzywalker: a diamond in the rough this evening.

Will reproduce here...

Microbiome therapeutics rising as potential immuno-oncology agents
By Globaldata Healthcare
09 Jun 2021 (Last Updated June 9th, 2021 16:59)
Clinical data and industry partnerships have fueled a shift in perception of the microbiome-based therapeutic market from nascent to developing, with GlobalData forecasting the market to be worth $1.554B in 2026.

Microbiome therapeutics rising as potential immuno-oncology agents
Credit: Shutterstock
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Clinical data and industry partnerships have fueled a shift in perception of the microbiome-based therapeutic market from nascent to developing, with GlobalData forecasting the market to be worth $1.554B in 2026. For developers, therapeutic areas of interest include infectious disease, gastrointestinal, dermatology, and oncology, with these segments holding 33.3%, 24.0%, 16.0%, and 13.0% of total pipeline products, respectively. Candidates with a higher number of total pipeline products include Vedanta Biosciences, Mikrobiomik, Kaleido Biosciences, 4D Pharma, Seres Therapeutics, and Galenus Therapeutics. The distribution of clinical trials across therapeutic areas mirrors the pipeline such that infectious disease (32.6%), gastrointestinal (23.8%), dermatology (14.4%), and oncology (12.7%) hold the most trials. While big pharma has generally adopted a cautious approach, several players such as Merck and Co, Takeda, Genentech, Gilead, and Johnson & Johnson are forming selective partnerships with companies in the microbiome space.

Reported successes reinforcing market value include the positive Phase III results attained by Seres Therapeutics’ leading candidate SER-109, which significantly reduced recurrence rates of C. difficile infection. Encouraging clinical data have also been reported by the Ferring-owned microbiome firm Rebiotix as well as major player Finch Therapeutics. However, outcomes from the collaboration between Merck and 4D Pharma have garnered attention as a key value-adding event. When combined with Keytruda, 4D’s candidate MRx0518 managed to exceed the predetermined threshold for disease control rate (DCR) of 10% to obtain 42% in patients refractory to prior immune checkpoint inhibitor (ICI) therapy, with monotherapy data demonstrating single-agent immunomodulation. Aims to further evaluate its lead single-strain live biotherapeutic product in new combinations and in earlier treatment settings are therefore unsurprising, with 4D Pharma reporting a clinical trial collaboration and supply agreement with Merck KGaA and Pfizer for Bavencio.

Evidently, immune checkpoint inhibitors have revolutionized cancer therapeutics; however, most patients fail to respond to these agents. Merck therefore stands to benefit, as 4D Pharma may provide an avenue to overcome resistance to checkpoint inhibitors, thereby increasing the addressable market; advantageously, live biotherapeutics are anticipated to have a favorable safety profile. Smaller cap microbiome companies will also benefit from having a higher number of industry partnerships relative to competitors. By leveraging the understanding of immunotherapy and the microbiome in disease states, oncology may be an attractive therapeutic area for transforming early-stage research into commercial assets. The most significant requirement for growth is clear demonstration of clinical applications of these microbiome therapeutics, and 4D Pharma has been able to showcase enhancement of cancer therapeutics by utilizing the microbiome. Microbiome companies appear to have followed suit with numerous companies pairing their microbiome assets alongside immunotherapy; 40% of oncology trials for pipeline products utilize microbiome therapeutics and approved checkpoint inhibitors.

Sponsors evaluating these combinations include Enterome, Japanese pharma Osel, 4D Pharma in collaboration with Merck KGaA and Pfizer, US-based Vedanta Biosciences in collaboration with Bristol Myers Squibb, and immuno-oncology-focused Ella Therapeutics. South Korea’s biopharmaceutical venture Genome & Co is in collaborations with Merck, as is University of Texas MD Anderson Cancer Center. Nubiyota’s product MET-4 is also being investigated, sponsored by University Health Network; notably, the company also has collaborations with Takeda across gastrointestinal indications. Most oncology trials for pipeline products do not combine indications across other therapeutic areas (83.3%). There is an observable shift from classic fecal microbiota transplantation (FMT) to investigating varying approaches for leveraging the microbiome, with some players opting for genetically modified microbial strains as opposed to microbial consortia. GlobalData expects approvals of live biotherapeutic products to gain traction once a regulatory framework is laid out within the next two years, with more companies exploring the emerging role of the microbiome in cancer.

[thepaddedcell] 09/6/2021 21:24

Sounds like some short term holders have got their fingers burnt judging by recent posts here. Shame those people didn't have the foresight to buy in when this was 30 - 40p last year. Plenty of action in the last 12 months has given many opportunities, obviously missed by some contributors on here.

[glasswala] 09/6/2021 21:21

Great research Ozzy. 4D seem to be in the thick of the LBP products on offer. L greater news flow and better PR by Company should lead to better share price in the lo g term.GLA

[ozzywalker] 09/6/2021 19:13

https://www.clinicaltrialsarena.com/comment/microbiome-therapeutics-immuno-oncology-agents/

[ozzywalker] 09/6/2021 16:47

Can we keep it 4D please guys