Adrian Hargrave, CEO of SEEEN, explains how the new funds will accelerate customer growth Watch the video here.
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The share has really motored this week in line with the volume of over 32 million shares traded.
The Company was hit hard by the Woodford/Acacia sell off and other ii's selling for liquidity reasons rather than any negatives from 4D. They were selling into any rises and the share price just couldn't break out. There's alot of news that could be released in the next few weeks on Blautix, MRx0158 in combination with Keytruda and MRx4DP0004 for the CV19 trial.
Sure, the Seres news was the catalyst because, as many have already said, it puts the LiveBiotherapeitics sector firmly in the spotlight and proves up the concept. As indeed 4D have done themselves with early stage clinical trial results. Even after this weeks performance we are only at a mkt cap of £120 million, which considering the depth of the portfolio, still represents exceptional value.
Agreed. Seres was only a catalyst for the long awaited re-rating. The very welcome SP rise is a result of the biotherapeutic sector and 4D coming (back?) into prominence. After all, the SP is now just over the levels to which it rose after its covid-19 treatment received the green light and was fast tracked in April. Also agree and as a number of people have been remarking for some time, the risk/ (ultimate) return ratio has been and remains one of the most attractive.
However, it's good to remain grounded in that Seres's success does doesn't necessarily indicate a higher probability of success here in the case of IBS or the other projects. The two companies have different approaches in the biotherapeutic arena and 4D in particular relies on single strains of bacteria.
Have de-risked to some extent after the recent rises but retain a significant part of the original investment.
Yes, understandably given their success with C Diff, Seres now have a market cap of just over $2 billion !
Other peers across the pond, Kaleido and Evelo, who are not as advanced as 4D, have market caps of $302 million and $229 million respectively. We are currently sat at $156 mkt cap and over 1000 patents within a 65 patent family, far in advance of any of the competition in this field.
Lets use SNG as an example. Who would dream SNG has a current SP 236p despite broker fincap has a target 137p. 4D could perform beyond expectations.
piohc1.......Fincap’s target for...Synairgen ....was only that prior to results (20th July).....since it has been 360..... with the proviso ......’and could be much higher’.....
anyway we could go much higher in may 20 until the largest shareholder (fund manager) off loaded their shares. now 4D is performing catch up game.
Agreed Noix, but the "milestone" payments" have barely gotten a mention and at $347.5 million dollars for each success in reaching said milestones the possibility of $1 billion dollars plus in payments is on the table for DDDD, just one of those payments far exceeds the current market cap.
Exciting times what this boom very soon.