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It’s an advert which is posted on lots of boards
Apols, that should have said 1000+ patents in place plus another ~ 1000 applications submitted ...!!
It’s going to look really bad if he has said IBS as the SP driver and the results are not good. Therefore I’m saying it’s looking almost nailed on good news what more could he say or not say.!!!
Sticking by my predictions of 400p+ On the day of IBS news climbing to 600p+ on lead up to Covid results.
@RPStock... thanks mate, I suppose if he was any more positive he could get into trouble. This has a potential to be an epic stock, so happy I got in. Good luck!
When the interviewer asks if there is anything that could take the stock higher and he replies with IBS, I think that’s a fairly big clue that the readouts will be good. I’m sure he must have had sight of those readouts by now, given that they will be published in the next 10 days. So why would he say IBS if he didn’t already know that it was going to push the stock higher? Massive buy signal, right there.
demon - thanks for sharing the interview. I thought it was excellent. (Very good, informed and positive interviewer too I thought.) In a relatively short interview it highlighted the sheer breadth of activity and clinical areas 4D is working in. I liked the 1000+ patients already (hugely more than any other player) with another 1000 applications in. Amazing. And although the blautix was saved to the end I suspect that was agreed with the interviewer - he knew it could not be discussed in detail with results imminent, and I thought Duncan looked very confident about that!
Fantastic - VERY excited for the coming days, let alone weeks, months and years!
GLA
It was "could" take the SP higher not "will." He obviously can't let any cats out of any bags prior to the RNA.
Phil, on the contrary I thought he gave bit more hint of data being successful and if he disclosed bit more he could be in trouble for disclosing inside info before RNS. When IG asked him about next thing in pipeline this year that will take already high sp to even higher, Duncan said IBS. He cannot say that it is going to be very good before disclosing it in RNS.
"before the end of the year do you have any further milestones that can generate further highs for the stock price"
"yeah we have" re ibs.
awesome
Duncan looks a bit ill or overworked to me, maybe not the best at generating excitement. I took the stuff the said about Blautix quite positively.
Maybe the most significant thing he said was at 6:16, a US listing still seems to be in the works.
Re the various fronts oncology, IBS, neurodegeneration, asthma/flu/covid and ... funding:
(i) Oncology: resuts far exceeded expectation especially given that the patients had tried a number of treatments with little or no results.
(NB let's take the minimum probability of 10% that would be considered a success. The chances that we would see positive results in 5 out of 12 ... with the hypothetical prob of success at 10% is very minimal. In other words probability of success must exceed by far the minimum threshold of 10%. Further patient recruitment to be completed by summer 2021)
(ii) IBS: what's the point of highlighting its safety (vs competition / other existing ones which side effects) if it doesn't work well on the efficacy front and especially when he is aware of the close-to-final results? Release of news could slip into early October. Last not least: IBS was mentioned in answering the question about catalysts in 2020 ... well, if that's not a hint then what is?
(iii) Covid/Asthma/Flu: Same therapy covers three illnesses with similar symptoms. So any delay in covid recruitment means focus can switch to asthma. Again addressing inflammation was emphasised.
(iv) Neurodegeneration: they have seen some indication of repair of neurons (!) and it's past the development stage so clinical product ready. NB. watch this space then in the next few months/years!
(v) Vaccine project with Merck: bit vague there "we'll see how this progresses in the future" so must be still at a relatively early stage.
(vi) Funding: Merck was mentioned as a contributor of capital but was that in connection with the past or the near future or if certain conditions are met? Some of capital injection to be seen from US investors mainly. That bodes well for valuation increases as valuations in the US are on a different scale to Europe.
Is it just me or does it it feel like this interview is downplaying the importance of Blautix to the overall portfolio (4D pipeline)? I reckon 4D is still massively undervalued so will be buying more (already hold a position), not panicking at all, just noticing that Blautix was kept for the last couple of minutes of the interview and somewhat downplayed I reckon.
Also, this is the first time they are mentioning early October in the context of announcing Blautix trials results? Using verbiage like "hoping that the drug will be proven safe and efficacious" doesn't fill me with confidence :) Still, will be buying more as I reckon this is a very serious company with a massive future.
Yeah, the Covid trial seems to have stalled, shame they didn't expand it to America. He says he should be able to continue the asthma trial instead which is good news.
At the end of the video, he says he hopes the IBS data will show they have an efficacious drug and the results should come out at the end of the month or early October.
Thanks for the link.
Just watched it.. covid trials still not the primary but the rest of their work sounds impressive.
The timing of this interview being released now surely is a good sign for a big week ahead?!