4d Pharma Plc Share Chat (DDDD)

I will vote against Resolution 9 and would encourage others to do the same. We have been taken for granted too long and suffered enough already. I , for my part, will resist the opportunity for a 100% dilution and would stronglyburge others to do the same. It can be stopped, but only if people do this.
Shareholders have a voice, but are too often cannon fodder.

4D pharma Presents Trial in Progress Poster on Study of MRx0518 in Combination with BAVENCIO® in Patients with Unresectable Locally Advanced or Metastatic Urothelial Carcinoma at the 2022 American Society of Clinical Oncology (ASCO) Annual Meeting:
https://www.businesswire.com/news/home/20220526005734/en/
Study to assess safety of MRx0518 with BAVENCIO & effect on progression free survival at 6mths
Study sites open for patient enrolment

https://www.stocktitan.net/news/LBPS/4d-pharma-presents-trial-in-progress-poster-on-study-of-m-rx0518-in-00yonwtn9yya.html

https://twitter.com/marketofstocks/status/1309376258577498112?s=21

One of the proposed resolutions at the AGMs is to allow the issuance of shares up to 100% of the currently issued issued shares (a steep increase from 40% in 2021) without offering existing shareholders the chance to participate!
https://www.4dpharmaplc.com/application/files/2316/5348/1816/4D_Pharma_Notice_of_Meeting_2022.pdf
“In June 2021, shareholders voted in favour of resolutions giving the Directors the authority to allot shares and other securities up to 40% of the then issued share capital without having to first offer such shares and securities to shareholders. This authorisation has not been used and will expire at the AGM. The Directors believe that it is in the best interests of the Company for the Board to have ability to be able to allot shares and securities equivalent to 100 percent of the Company’s current issued share capital. This will significantly enhance the Company’s ability to compete for capital in the current prevailing market conditions.”
That is, potentially, a concern. It is retail investors that have supported 4D and kept its share price from crashing completely in the last few months. Why allow the possibility for such steep dilution and ESPECIALLY without having to include existing investors?!

We should be well placed to achieve non-dilutive funding from Merck who stands to benefit so much from 4D’s R&D, or make sure tranche II of Oxford Finance gets released or do a licensing deal (e.g. on IBS). Even if funding was needed, isn’t 40% of capital enough? We should only need some bridge financing to keep going in this climate.

4D's reasoning in the AGM notice is not convincing (e.g. bringing in a strategic investor isn't stated) so I expect to be voting AGAINST that (resoln. 9). Perhaps others would wish to do the same. You can contact your broker and here's proxy form: https://www.4dpharmaplc.com/application/files/1216/5348/1816/4D_Pharma_AGM_2022_Proxy_Form.pdf
The management has had the opportunity to bring in new investors and thus enhance the share price at the Wainright investor conference. IMO, the presentation fell short from being an effective sales pitch for 4D.
Why?
- Not much emphasis on the commercial aspects e.g. what are the objectives in terms of deals and at what time in the development of each therapy/platform (MRx series)?
- Most of the milestones re trials are to come late in 2022 at the earliest - most in 2023 or 2024. That’s fine but what are the compelling reasons for an investor to come in now rather than in say 6-18 months? There must be some.
- Hardly any comparison with rival firms. What sets 4D apart? We know about safety but what else?
- The page on financing stated the obvious without much assurances that we are working on non-dilutive funding.
Hopefully, though, it did generate sufficient interest. We'll see. After all the conference allowed for one to one meetings. Let's see.

Yes I wouldn't think they would care too much about red d

Merck have better things to do with their time than try to actively undermine the share price of a partner/investment interest.

https://www.science.org/toc/science/current

Perspectives are open access, reviews are subscription only

The lower the s/p and the longer it is low, the lower the 12 month high price will be ….if that is what a takeover will go for.
Or maybe Merck is jist leaving it and playing safe. They can afford to. It is not in their best interests to allow the s/p to rise.Not that they are complicit probably. In my opinion it is jist shoryers anfd mm’s wanting to acquire shares cheaply. Whoever it is, it is manipulated more than a mannequin.

Really hope it’s upwards from here now :) all the best

https://twitter.com/cytiva/status/1529809578585636865?s=21&t=FBmF0l0XmMTDVRq2NcTd4Q

Well wont tempt fate but we are actually going up on the NASDAQ

Makes a refreshing change

Meanwhile, no idea what we are doing on the AIM, showing almost 5% up earlier and now .6% down yet the SP on L2 has done next to nothing apart from the bid has gone up slightly... talk about manipulation...

backstop shares are not zero cost, it is 25p and is exercisable only in proportion to Longevity warrants exercised at rate around £1.1 or higher, so not likely to happen at current price

15mins to Witching hour...

2.30pmour time NASDAQ starts trading
That's when regular as clockwork the MM's mark our SP down, Lets see what happens today...

Be a refreshing change if they start buying for once rather than shorting....

GLA

OK

Collaborates with Merck on the Vaccine program - Oct 19
hxxps://www.4dpharmaplc.com/en/newsroom/press-releases/4d-pharma-collaborates-msd-live-biotherapeutics-vaccines

So come this October that's 3 years in Collaboration and NO further payment since inception.

Either the program is worth continuing and doing further work on or its not - simple

Its completely under NDA and we don't have a clue regarding success. We do know however that Merck will drop programs if they cant deliver success, the covid vaccine was one example of such.

Meanwhile, they are VERY active in Vaccine research and development:-
hxxps://www.merck.com/stories/vaccine-history/

Now Duncan did kind of hint that the working relationship with Merc was strong, granted we can't take from that the program on vaccines is delivering but if it wasn't imo Merck would have already ditched the program by now. You wouldn't engage further if it didnt work and neither would 4D would you?

I believe we have every chance that this program will get reviewed at that 3yr stage if not before and either Merck will then need to decide the financial implications of continuing to run with it.

My view remains that if its any good, that coupled with the 0518 Keytruda work will result in Merck just acquiring 4D outright. As i keep saying its a no brainer, why keep developing to add value to something that results in you paying more for it another year down the line?

Keytruda is a 15bn a year product, £300m now or less to take 4D out would save Merck money longer term and avoid any other Biotech taking the asset for what is effectively a petty cash transaction.

The only thing i dont get is why it hasn't already happened...

DP is still £500,000 down at this time. So I think he will have the motivation to make 4D a winner

DP bought 658k shares @ £1.10, he also received 486k shares for zero cost:- Backstop shares issued in connection with the acquisition of Longevity on 22 March 2021. That softens the blow for the loss in value of the £1.10 shares. They also gave themselves further options to buy at 53.6p - 2.7m shares for DP & AS. Risk free if it ever returns to a £1.
I would like to see some Director deals on the open market at these prices - Admittedly - DP & AS have a lot of skin in the game!

BB

Did I read somewhere that MJFF sometimes give grants to companies with promising trials?

Rise and hold … very predictable that it rises then slops dowN
But it has been looking like it wants to go .. either being forced down
Or just not enough volume
Any news as stated below and we should see it go as volume will return
But I can just feel like it’s just poking it’s head out the bottom
Could be wrong what do I know lol
I remain hopeful in my investment and very happy

Science is there - great progress - some point later we need funds but if science is there am sure no problem in funding being sorted.
All the best

They bought at over £1 / they know what’s going on - we don’t - the price starting at 30/40/50/60/70/80 is cheap !! Have a think when is a good buy time with news incoming...

Ah yes @Fantom I think you might be right. Think I have become too used to large sells here recently that I automatically thought it was but price suggests a buy! : )
Perhaps we are now at the turning point here.

I am sorry Mr Short but we have no more stock available at 32p. Would you like £200 worth at 35p or do you wish to join our waiting list?

Morning porky I’m as keen as u are in hoping we get an update on something very soon but I’m not sure it’s going to be anything on Blautix just yet , as in the April presentation it’s scheduled for H2 so I’d be surprised if it came any earlier myself , but plenty of other things bubbling away that could materialise hopefully .

ANTICIPATED MILESTONES AND OBJECTIVES FOR 2022
Q2 2022
• First patient dosing in Phase II study of MRx0518 & Bavencio® in urothelial carcinoma
• Complete enrollment of Phase I study of MRx0518 in pancreatic cancer
• Present data from Part A of Phase I/II study of MRx-4DP0004 in Asthma at ATS conference (May 2022)

2H 2022
• Commence Part B of Phase I/II trial of MRx-4DP0004 in Asthma
• Commence Phase I trial of MRx0005 and MRx0029 in people with Parkinson’s disease
• Provide update and guidance on Blautix® in patients with irritable bowel syndrome (IBS)
• Provide update on next steps for MRx0518 & Keytruda® combination in Renal Cell Carcinoma (RCC)

I think it is a buy, last hour trades (buys) were around 33.2p.Hope it is a buy

Sorry, 73k.