4d Pharma Plc Share Chat (DDDD)

With respect richie, the RCC early endpoint data was not expected, the breaking asthma data was not expected, the confirmation that the vaccine work with merck was progressing well was not high profile on any timeline.

I also listened to the presentation yesterday. Appreciate they have RNS'd these before but there was really nothing worth sending a separate communication over in my opinion. The same top line (positive) info about the different clinical projects we've heard time and time again. It was only a 20 minute slot so not much opportunity to do anything else really.

Thought it was interesting Duncan mentioned the vaccine collaboration with Merck in the same breath as the 518 and 004 etc. which he hasn't really done before. What I mean is it's always been somewhat of a sideline in the previous presentations which I think was a positive to take from this one. His comment that Merck were happy with the progress was very encouraging but it's one for the future and won't be adding much to the SP for the foreseeable.

My main feeling today, after thinking about this overnight, is that this presentation more than recent others seemed to indicate we are a fair way away from further meaningful updates on the clinical programs. On 518 Duncan said throughout 2022 and 2023 which I took as end of 2022 at best. The others were all 2023/24!

I'm personally holding long term for any buyout as I think 4D will start to come good once they announce their plans for funding and they release more data, it just feels very undervalued where we are but the biotech market is a warzone at the moment so hardly surprising. The science looks like it's stacking up based on all the recent updates which is the core of my investment belief here.

There will be a lot of people (as we have seen recently) with less patience and who will be looking to deploy elsewhere. I have now pushed my timelines back for when I think this will start to move. Apart from any surprise early buyout which at the moment I think is unlikely (too early in the clinical programs for the big boys), I just can't see anything really happening until mid next year at the earliest.

Still very positive on the investment case here and think 4D will make people money in the long run. Good luck to all holders and I hope that we all make a mint supporting a compamy doing great things for very sick people.

Good luck and ATB

I think Duncan is market savvy which is why it makes less sense. Not a great presenter/salesman (though better last time out) but do think he knows his stuff.

True, perhaps simply useless Investor Relations. However, its in the interests of 4d to have a higher share price for Institutional Investor buy in. Many aren't permitted to buy a 'penny share' so its in the company's best interests for growth to do something about this, and they aren't.

Investors get tired of holding dead shares and dead money. If the company's policy is not to keep investors in the loop then this is the result. Ultimately it is a foolish approach by the company, which at some point may need to tap the market for more cash for research, development or acquisitions. That said, it is a common occurrence with AIM listed companies often run by innovators rather than market savvy management. Investors are will aware that they will loose money on 75% of AIM listed companies.

We have to also consider that some people just don’t do their jobs properly or that-very likely these days-private shareholders are an irrelevance, even an annoyance, to companies.
But I hope that is not the case here.

Just joking really, keen to hear something....... anything....... from the company. I appreciate they did the presentation yesterday but haven't shared that via RNS or Tweet as they have in the past. Other than the RNS last week its been utter stonewall silence. I still haven't received a response to two emails sent to 'Investor Relations'. I really can't fathom the lack of shareholder comms given the current SP. Unless there are some negotiations currently ongoing. That can be the only explanation that would make any sense to me.

Sound risky

Just a thought
If Duncan has options in the mid 50s
It would be unwise for them to buy now . They would exercise at higher price to take advantage of this..
Correct me if am wrong :)

A Director buy would be nice...... Duncan.......where are you Duncan?!
Just bought another 1500. Can't load up any more than I have. Wife would divorce me. Still wondering why the silence on the presentation yesterday. No RNS, no Tweet. Nothing.

On the positive side I looked down the sofa for some change and picked up another 3000 shares to add to the pot today.

Lets hope so. Another 40k chunk popped up as after hours sell yesterday so well over 200k GBP sold after close. Lets hope that really is the end of SO, or whoever else was selling. Yesterdays presentation was extremely positive so can only assume its the tail end of SO. Who knows.

Believe me... good news coming.

Great thread. Fantastic cohesion and info . Thanks all.

One thing I do know is that holders will be laughing in a year or so (and potentially much less) that this was ever as low as 30p. Cheap as chips.

https://tenor.com/1yrN.gif

It’s been held solidly in the low 30’s all day, potentially clearing this sell. There was absolutely nothing in the presentation that gave me cause for concern and no reason whatsoever to dump £160k on the back of it. Suspect it might be a final clearance. Bargain of the century here at present.

Rise damn you, rise!

After hours sells is that the final clear out by the seller? we have to see in the next few days.

Most promising is that Merck have spent years investigating the relevance of the microbiome as a vaccine technology. If they are liking what they see after such a detailed examination - is vaccines unexpectedly going to be the most material scientific endorsement of the microbiome yet? ATB

Echo SL's comments, thanks porks, much appreciated.

I wasn’t able to watch it live this afternoon so many thx for the summary Porky. All your information and positivity is greatly appreciated.
SL

15min 30 secs
https://journey.ct.events/view/1b1d9586-4f10-44ad-a771-9e2bd4c8b9a2
Finance Most tellingly of all?
Strongest hint yet that funds will come via Vaccine milestones. referenced towards end '22 going into '23
Merck would then have a decision, pay the likely milestone (s) or buy the lot

Nice summary Porky9 - accurately reflects my take on it too.
Also despite Sanj's bashing you and banging on about 518 in RCC not having yet achieve primary endpoint it very much has according to Alex and about too in NCSCC
"...they have already achieved the primary endpoint in the current trial with 518 in RCC and they are hoping to achieve the same in NSCLC,..."

Comments from posters @Rkapasi and @Devonlad confirm exactly as i see it. Well worth the time to invest into watching the presentation:-

2 things stands out to me: 1) now company speaking on vaccine more openly, claiming both 4D and Merck are happy with work so far and will know later this year into 23 if Merck will take these into clinic 2) Alex sounds optimistic on NSCLC data hoping it will be similar to RCC (company hasn't provided timeline when it will be released but if they release good data in that group should be great for sentiment as more validation and next oxford tranche will be available). John Doyle also briefly appeared restating cash position available into Q4 and additional tranches from Oxford upon certain milestones

DP - over 1200 granted patents. Safety profile is placebo like so they can dose earlier in Parkinson's as they know there are no side effects.
Interesting, Alex said that they have already achieved the primary endpoint in the current trial with 518 in RCC and they are hoping to achieve the same in NSCLC, really pointing that one out! These are also late line therapy patients, those who have stopped responding to Keytruda. Expanding to patients who are primary resistant as well. Bavencio is much earlier setting 'just up and running right now", expect and RNS soon that then!

MRX004 in animals is very strong as anti inflammatory. Really excited in the results, about to start part b in 90 patients, primary end point is ACQ6 and SABA use in more symptomatic patients.

Parkinson's MRX 29 and 05. Both shown to be effective in pre-clinical model. Taking place in early stage Parkinson's patients, primary endpoint is safety, also looking at biomarkers.

Vaccines - Looking forward to how the program develops in the later part of this year, sounds confident.

Factory in Spain can do full production scale, shelf life is 24 months. Did state in the conclusion that Merck are pleased with how well the work has gone.

it is available now https://journey.ct.events/view/1b1d9586-4f10-44ad-a771-9e2bd4c8b9a2