Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Boonco,
Sorry, you are wrong. I am all up for a reasoned debate with well-founded arguments. That's one of the main reasons I post on this bb! The issue though is that you seem to adopt a "holier than though", lecturing styled approach. And, back in early November, your arguments that things were going very well with 0518 trial were quite arbitrary and flimsy. Hence my questioning of your motives and that's still the case.
After all, I have quite a significant exposure here and, back in November, I would have been all too happy to receive some (well-founded) arguments or pieces of evidence as to why things were progressing well with 0518 trials! Sangijuelas, for example, did help, at some point last fall, to join up some of the dots when 4D was drip-feeding with insufficient information.
I have considered, at times, trimming my exposure to some extent because of the lack of progress reports (with good or bad news) BUT the one main factor that kept me going is early information released and statistics. I noticed you haven't commented on the actual content of my original post on this thread.
Finally, you claimed on a different thread yesterday that you work with famous clinicians worldwide. This may or may not be true but I can't recall many comments or links from you on the science or even the pharma business front.
Let's keep the posting on 4D from whichever perspective we may be interested in the company.
MHB
Oh jeez, point out to someone that they are contradicting oneself and be defamed and falsely accused of attacking them. Talk about intellectual dishonesty.
MHB
Glad you are sticking up for yourself pridently and intelligently. Pay no attention to irritating counter-attacks. I had them 6 months ago so I can’t read this poster as he was uncivil, mildly abusive and shall forever stay in green.
Ticked up your posts.
To me 4D is doing it scientifically and measure by measure. We are barnacles on the hull. An irrelevance. But if we can put up with blatant market games like today indefinitely ….that long…then the immuno-results will speak for themselves.
Let impatient sellers depart. Let shorters do what is immoral but legal. Let US investment managers sell their whole bloody lot. Sit on the hull and wait for 4D to be out of the p/i limelight. Shares chocka with p/i’s are easy meat.
Keep the reasoned and balanced posts coming.
Hemo…if you are for real …you did invite a criticism if you are promoting your alternative investment. It’s not very subtle. You did get one in the neck a bit though.
But I do agree to ignore your investment as it’s not the right thing to do to poach.
Today was a joke. Like my other loser investment Ncyt, 4D needs to be left to unfold. With options at 53p I can’t see another Placing. Yet. When SO is out, the BOD will be freer. At a 90p ave I can’t win. Buying more will hardly dent it and increase risk. But the results today were abovecexpected. Again.
This share will not recover for quite a while. Quote me. And shoot me down as you wish. Is fine.
MHB very gracious of you!
"That makes me think that we've needed to refocus the 0518 + Keytruda trial on patients who are more likely to respond."
You really don't think a valid translation of that is that you don't think things have gone well and that they have need to change things?
Have you noticed that when challenged you immediately question people's motives?
If you bothered to read those two threads I've pointed out to you, you would see you did the same last time and I gave you a perfectly reasoned overview of my position as an investor in 4D.
Boonco,
Now you came up with the quotes, I trust you can see yourself that there is not a great deal of coherence between the claims in your earlier post today and the quotes you came up with! Sorry to state the obvious but it is actually OK for people to raise questions re an investment in which they are long and to be concerned about back-to-back delays in announcements re 4D's flagship trial!
On this note, I note you do not answer the question whether you are an investor yourself :-)
In any case, good luck with whatever it is you do.
Michael,
Sure, go back and review these two threads. “Echo echo” and “Breakout - 60p to £1”. So you can located them the last post in echo echo was 3rd nov and the last in the Breakout thread was 5th nov.
In “Echo echo” you posted a lengthy post within which you said you think that they’ve needed to refocus the trial on patients more likely to respond. Hence my claim today that you previously said you thought things weren’t going well with the trial and needed to change. Here’s that part of your post…
“Management must have never intended a large time gap between NASDAQ listing and important news re MRx0518. Also, historically they do announce positive news even if they are preliminary. That makes me think that we've needed to refocus the 0518 + Keytruda trial on patients who are more likely to respond.
For a trial of that importance it is not a surprise that we haven't hit straight in the middle of the target straight away (IF that's indeed what happened) - in fact the other way round would have been a (pleasant) surprise.”
I’m not going to regurgitate the other posts in both threads, you can go back and review them. You will note in the Breakout thread though that in trying to disparage me you made false claim about what you had said in the echo echo thread and I responded.
MHB my recollection is that you were expressing concern that the company was not keeping to it own timescales for providing information and not giving reasons for not doing so. you concern seemed perfectly valid to me.
Boonco,
From my actual posting history, can you please quote my post(s) that made you think "Not that long ago i.e. only 2-3 months ago you were saying you think things with mrx0518 haven't gone well and they've needed to change things." ?
You seem to be drawing conclusions somewhat arbitrarily, not sure why. Perhaps you are confusing the raising of a possibility especially in the absence of well overdue information (which most investors have had an issue with), with being convinced that things are or aren't going well.
As a result I have not really changed my mind and 4D and its trials are still a risky investment proposal.
Also, let me ask and please don't take this the wrong way: are you a real investor in the company or do you have some kind of (junior) PR role on this board? From the style of your posting, I have my doubts you are an investor but it could just be my idea.
Finally, were you always convinced about the success of 4D's trials?
Clearly not Vlad and I 100% am not paid by anyone, I genuinely liked seeing intelligent posts for once instead of the usual crp I am used too, but based on your snappy attack back, please stay here!
Glad you stuck with 4D Michael.
Not that long ago i.e. only 2-3 months ago you were saying you think things with mrx0518 haven't gone well and they've needed to change things. What changed your thinking from things must have being going badly to now thinking they must be going well, I assume it's not the stats as they haven't changed since the last readout?
Not criticising or picking, genuinely curious.
Reported as a cross ramp. Guy is paid PR for Hemo if not Vlad the Impaler himself.
Avoid Hemo
Michaelhighbar and Sangijuelas1
I am not a share holder here and this is neither a ramp, de-ramp or cross ramp so please anyone reading dont get upset, I am purely talking to these 2 posters, I think DDDD looks like a very attractive and undervalued investment right now.
I saw the RNS and came for a look, there are cross overs between 4d and Hemogenyx where I am a shareholder but what struck me was on this board there is actual intelligent valuable constructive posts. I am jealous that we dont have people like yourselves that know what you are talking about over at Hemo. I am not saying sell here and buy hemo, the RNS today looks very positive and from what I see there is a distressed seller here which when gone will do wonders for the SP. It makes 4d more attractive to me so will consider investing here at some point if I can. However if either of you are looking for other investments as well please look at Hemo, posts like yours would be such a breath of fresh air!!
Good post Michael.
But worth bearing in mind that 4 of the responders had elevated levels of Tregs while the 8 that didn't respond didn't.
So it was almost 100% success in the ones with likely Treg acquired resistance.
And not only that, yesterday I increased my holding by 40% in terms of number of shares after selling a share in the O&G sector (though given my excessive exposure to 4D, that 40% is aimed to be turned around in the short term).
Well, what has kept me going despite what I perceive as management shortcomings - such as insufficient and very sporadic information flow - is … statistics.
In part A of phase I/ll Keytruda & 0518 trial a 10% clinical benefit re the very small sample of patients has been the target.
In other words, a clinical benefit in 8 or 9% of patients (i.e. say 1 patient out of 12) would have probably meant that part B was not to be, at least not without reformulation of the trial.
Initially, we saw clinical benefit in 5 which lasted more in the case of 4 then 3 patients – up until the last time we were informed.
Now, what is the probability of having 3, 4 or 5 cases seeing clinical benefits IF the probability was less than 10% say 9%? Low is the answer. How low?
https://stattrek.com/online-calculator/binomial.aspx
Try:
- probability of success on single trial = 0.09
- number of trials = 12
- number of successes = 3 then try 4 then 5
Result is that probability of number of successes being 3 or more, 4 or more, 5 or more are:
8.7% would be the probability for 3 or more successes
1.8% for 4 or more successes
0.2% for 5 or more successes
(that's when the hypothetical probability for one success is 9%, i.e. just below the success threshold of 10%: that's in a large sample of 100 patients, having 9 people seeing a clinical benefit).
In other words, EVEN for a very small sample of 12 patients the chances of having 5, 4 or even 3 patients with clinical benefit WOULD range from low to extremely low, IF the probability was below the THRESHOLD of 10%. So VERY LIKELY that the probability of success is higher than 10%!!
OK this is a simplified analysis ignoring there are different types of oncology with which we are concerned and have made the assumption of binomial distribution. However, even if the therapy was only sufficiently effective against one or two types of cancer that would undoubtedly still be a success.