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you guys are commendable, best board around by far - i have seen so many similar requests on other boards get trashed and pilloried, hats off for such a response (i knew most already from lurking here for a while but i still C&P'd a lot of the replies as a refresher) - it helps of course to have such a great story to tell/recap
These images are helpful to see the value of 4D against the main competitors, they were posted on Twitter so I can't vouch for their accuracy.
The market caps are slightly out of date now:
https://pbs.twimg.com/media/Eh3S96lWoAAL0pj?format=jpg&name=large
https://pbs.twimg.com/media/EbYa0c_XkAIsZd6?format=jpg&name=4096x4096
Basically, there is a NASDAQ listed company called Seres Therapeutics that is worth over $2bn. It could be argued that 4D are a more exciting prospect at a fraction of the price.
Great summary imac1. Just joined share chat so first post for me! Following on from your summary I got an email from the Investor Relations team yesterday following an enquiry I made over the weekend regarding the neurodegeneration programmes that are just about to enter Phase I/II. Excellent R&D webinar on the website. Looking in particular at Parkinson's Disease I'm told that we have completed manufacturing scale-up and will have clinical drug product ready this year. Phase I/II planning already in progress and I'm hoping we'll get an update Q4. Market potential for those programmes is massive but very early stages. I'm holding both long in SIPP, and also short term in ISA. Really exciting company both short and long term IMO. Investor Relations department very proactive and excellent at responding to enquiries! GLA.
Here is what was said about the Covid 19 trial
4D's Chief Scientific Officer, Alex Stevenson, commented:
If MRx-4DP0004 is successful in this study it would represent a highly significant breakthrough in the global fight against the novel coronavirus pandemic."
Dr. Dinesh Saralaya (Consultant Respiratory Physician and Associate Director of Research at Bradford Teaching Hospitals NHS Foundation Trust, and the National Institute for Health Research's (NIHR) Clinical Lead for Respiratory industry studies), commented:
"As well as its appropriate mechanism of action, the highly favourable safety profile of MRx-4DP0004 makes it a particularly attractive candidate for COVID-19 patients, and may potentially allow us to prevent or delay their progression to requiring ventilation and intensive care."
Also here is some further info on twitter
https://mobile.twitter.com/AimHardy/status/1306492067183554560
Navigate to his info posted on the the 17th Sept
Hi Dean welcome to DDDD lets focus on the game changing news that could be announced any day now. I received a reply to my email this morning confirming that the results would be published before the end of Q3 for our live bio-therapeutic candidate Blautix for irritable bowel syndrome (IBS). It is looking to address both IBS-Constipation predominant (IBS-C) and IBS-Diarrhoea predominant (IBS-D).
So why is this so game changing well lets take a lot at the below research.
The global irritable bowel syndrome treatment market size was valued at USD 1.5 billion in 2018 and is anticipated to exhibit a CAGR of 10.1% over the forecast period (2020 will ow be over USD 2 billion). Rising prevalence of target disease, coupled with increasing uptake of drugs for the same, is driving the market.
The market mostly remains undeserved, with a considerable number of opportunities for pharmaceutical companies to address several unmet needs in this therapy area. There are a few promising products currently under clinical trials, which can further accelerate growth (this is where we come in) . Product sales are projected to grow significantly over the forecast period, mainly due to increasing prevalent population and commercialization of novel drugs to treat Constipation-predominant irritable bowel syndrome (IBS) Irritable bowel syndrome is one of the most common functional gastrointestinal disorders, with an estimated global prevalence rate of 10-15%. According to the International Foundation for Gastrointestinal Disorders (IFFGD) in 2016, it was estimated that IBS affects around 25-45 million in the U.S. About 2 in 3 IBS patients are female and most people with this condition are under the age of 50.
What does this mean for us well financially lots I have posted a good few examples today if you read back :-)
Then add to that we have already had a very promising result for our Oncology live bio-therapeutic candidate MRx0518 in combination with immune checkpoint inhibitor (ICI) Keytruda relating to advanced or metastatic non-small cell lung cancer, kidney cancer, bladder cancer and melanoma. Where Phase I/II results achieved a disease control rate (DCR) of 42%, with five of 12 patients experiencing a clinically meaningful benefit from the combination. (42% was well above the expected 10% to consider the trial a success) Furthermore this trial is supported by Merck one of the worlds biggest and most innovative Pharma companies. Recruiting for phase II Part B is now under way taking up to 30 additional patients per tumor type.
Furthermore we await progress on our Covid 19 Phase II trial with results expected in Q4. Recruiting has slowed down for this trial with the inevitable controlling measures put in place taking effect on reducing hospitalised patients. However with wave 2 of Covid now firmly in motion we can expect and update on trial completion in the not to distant future I am sure.
I am not new here, but building a very nice position. Long term prospects are exceptionally promising.
So far bought over £50k’s worth.
Very happy to hold for a minimum of 2 years.
Hope others see the opportunity.
Cheers Rich
https://www.ii.co.uk/analysis-commentary/can-4d-pharma-continue-its-impressive-rally-ii513482
Hi guys, new to this one.
Involved in two other pharma multi bags and hearing the noise surrounding this one.
Any informative information or a run down on what DDDD is all about, including key fundamentals?
Will be researching it also but best asking the guys that are invested first and foremost! Thanks