We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I would hope my whingeing becomes an irrelevance if the company delivers.
This is the real investment case you are talking about.The stuff which makes the company what it is and Should grow into.
All the relevant stuff which makes up the investment case.
This is what saddens me all the more when I see its share price abused by the City -shorters and trading houses-as it is.
It is the same with many shares now. They don’t reflect the company or value metrics…e.g. risked or unrisked NAV .
I see a game of monopoly being played out.
I apologize if it seems I am undermining the talk of products/trials/potential etc. it is the contrary. I feel the marketeers ( mm’s and trafing houses and shorters) are just making a mockery of the reality of companies. 4D’s trading today was so blatant. Right up to the last trade at 16:29: 59 secs. Worthy of ridicule.
Avct? Nice if you are in it. But it could have gone to £1 as easily as £1:24.
Orph same. SNG same. SLP same etc.
Just letting off steam here.
Market has become a casino to take your bets. Never used to be as blatantly manipulated and corrupt. Used to respond to buy or sell bolume only ( still does). Meantimes it does not. It goes down when they want to buy or favoured clients or shorters want it to. Up when they choose.
Some of the posts yesterday showing sequential trades within a second sending price up or down were very salient. Algo rules.
This post may be irritating to some. As it does not reflect what the company is doing-apart from tardiness of expected update and lack of PR / communication in general. I am trying to just reflect the truth of what this market has evolved into ..having been consistently trading for 25 years and having started with BT in 1985.
There is investing…and there is trading.
Maybe.
No responses necessary. Just a jaded investor wishing it were not a game of teo halves. Them vs. us.
Finished.
Licensing mrx0518 for millions would seem like a bit of a daft idea when the potential market is multiple billions.
The point about increasing the potential of getting ICIs to work better as first line therapies is also relevant here and especially so when the Bavencio trial goes live
"AS: MRx0518 + Keytruda: 30% patients respond to ICI. Of those half develop resistance to therapy. Data later this year & into next year."
On the about the above point it's important to note that AS picked 30% as an example because it is around that for some cancers. If you look at the response rate overall though I think you'll find it's usually quoted as nearer max 20%. I recently glanced over a 2019 study that estimated around 44% of cancer patients in the US may be eligible for treatment but only around 13% respond to the treatment.
Rome wasn't built in a day
My take on the asthma timeline was that it's more probably within the next month or so, rather that a hard within a month. Either way by the end of '21.
On Blautix they are having ongoing conversations with potential partners but also haven't yet ruled out running it themselves. That said, in the q&a at the end the moderator asked them which programs they are most excited about and which they consider key for the future of 4D and it was clear they see the core as oncology and cns i.e. Parkinsons etc.
Psb you should be able to use the link below. If not available now it will be in the next few days
Yes, thank you Sanji, very much appreciated
It sounded like one detailed interim update on 0518 Keytruda with possibly another in 2022.
Asthma within the next month
Pancreatic cancer with 0518 /radiotherapy towards the end of the year
Announcement around Blautix plans by the end of the year. Said still talking to potential partners who they could out licence to
Many thanks for the synopsis, Sang. Much appreciated :-)
Thanks So anytime during the next 12 weeks. Do you know how many pieces of information due?
I couldn’t maker the presentation today. Anyone know if there is a recording / playback available please?
It sounds like they want any additional releases to include the biomarker analysis so they would be replicating both the amount of patients it worked in and why it worked in them based on the tumour biomarkers
Mentioned several times that data would be available before year end but might also stretch in early next year for what its worth.
Alex fielded questions very well. Very calm with concise and confident explanations
Also mentioned that conversations are on-going for a Blautix partnership but waiting for FDA feedback before planning a phase 3 trial
Suggested that they might keep oncology in house and licence out for IBS and asthma
Questions about the ESMO news about being able to identify patients resistant to immune checkpoint inhibitors
Can expect data from 0518 before the end of the year as they want it to be more comprehensive picture rather than a snapshot
Question about single strain approach and differentiation with other microbiome companies
Better demonstration of functionality and ability to isolate most effective single strains
Easier to manufacture single strain and keep production in house
Importance of having manufacturing plant and the experience they have accumulated
Patents apply to processes across development and manufacturing and not just the strains themselves
Both, DP introduced then AS more detailed on each area of focus
Will shortly be reporting on the asthma trial
Is DP or AS presenting?…
Just running through presentation. Confirmed that vaccine collaboration with MSD still ongoing, which is good to hear