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Forgot asthma treatment and neuro degeneration research to add to my initial list. Just shows how much is going on and how much innate value there is here, and still all for a tiny market cap.
Good spot - reading it now, looks bloody exciting.
9 MRx0518-I-002: COMBINATION STUDY WITH KEYTRUDA - "Next key readouts – initial Part B data, 2020 and 2021" - so material data definitely coming in a couple of weeks
Also some great stuff on Blautix in there
This may already have been posted but if not, 4D have now uploaded a new management presentation to their website which includes the latest developments .
https://www.4dpharmaplc.com/en/investors/reports-presentations
Remember guys, this is a proposed merger. Lots to to happen soon in November. It puts 4d in the spotlight across the pond and here. I wouldnt be surprised if they have additional offers coming forward.
oh just seen it lol
where is everyone getting the 110p valuation from? i couldnt see that in the rns.
Yep agreed - the traders can have their fun and 10%s but this has all the hallmarks of a big 12 month re-rate in the SP. hopefully nice and steady! So much news due before the NASDAQ listing - Longevity may well have just pulled of deal of the year!
Will kick on 135/140 today.
You’d expect a really significant increase in SP.
We get cash, a Nasdaq listing, new US investors and a springboard
Share was well oversold and there are some shorts that will have to close. No one in their right mind will be selling. Perfect storm for a very good rise
Release the beast !
Who knows - probably get a terrible reaction knowing AIM. But I am delighted and can't wait to see how this plays out re US valuations
I guess there will be many new investors looking at 4D today. Here’s a quick summary of why this is such an awesome potential investment:
- 4D specialises in live bio therapeutics, essentially drugs derived from bacteria already in the human gut. This means everything they develop should be inherently safe and with low to no side effects as the body is already used to them
- This is one of the most exciting areas in pharma. A US rival, Seres, recently proved the concept and massively derisked it with a successful phase 3 result. Incidentally they 10+ bagged and are now worth over $2bn with a substantially less developed portfolio than 4D
- 4D has over 1000 patents in one of the most exciting areas in science
- One of the most exciting drugs is a cancer drug which early trials have shown when used with market leader Keytruda (which has sales of $16bn a year) makes that drug able to be used for longer (it’s effective but patients can only take it for a limited time) and potentially more effective
- We’ve also recently had confirmation that it can be used as a monotherapy - ie a safe, no side effects drug to treat cancer
- Latest results both with Keytruda and as a monotherapy are due to be presented next month at a major cancer conference
- partners we are working with are awesome including the leading cancer centre in the US and Imperial College in the UK. Oh and pharma giant Merck who own Keytruda have taken a stake in 4D
- We also have a trial of a drug that may treat Covid-19. It should reduce cytokine storms which is one of the leading causes of death for Covid sufferers
- Just has a successful phase 2 trial for IBS. Looking for partners for phase 3. Results showed comparable effectiveness with other treatments on the market but unlike them with no negative side effects. Also had the potential to be the first drug that can treat both types of IBS, for many sufferers who have both there is currently no treatment
- New news today gives us a NASDAQ listing where bio sciences are much, much, much more favourably valued tha AIM whilst also keeping the AIM listing to make things easy for UK investors
- Board own 20% , are successful pharma investors and have many millions invested
- Now fully funded for next year during which time there are many, many opportunities for significant share price appreciation
- In my opinion the best investment around right now
All of the top of my head, please check RNSs for confirmation but hopefully a good summary. Others please feel free to add what I’ve missed