Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
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just listen at 56th minute
Thanks for pointing that out RP.
I had missed it and it is useful to know.
What I am getting at by referencing the lack of tumour reduction is how I thought that if say 3 of the 16 had partial responses it would have made a case for accelerated approval.
Instead it is confirmed that a pivotal trial would be necessary with possibly disease control rate as an endpoint for approval. He also mentions overall survival as another and that involves at least 12 months to get results.
So more trials, more time. Responses would have also made the case for a Merck buyout much clearer.
Instead of swallowing some pride, you just double down.
Someone take the shovel off him.
Are you unable to read and comprehend what I posted?
I said RP was right but explained that my investment case here had depended on results good enough to get accelerated approval or massively increase the chances of a Merck buyout.
So they weren't good enough for me as I am not prepared to wait another 2-3 years for 4D to complete a trial and put an approval application in.
Hmm… an extremely naive premise to believe this early data was ever going to result in approval. On the basis of more sensible expectation, the latest RCC data are highly encouraging, particularly given the product is an entirely safe oral capsule treating late stage disease. Good luck with your other investments.
Not really if there's urgent unmet need such as people sadly dying from their cancer as there's no treatment available
Some cancer therapies like Keytruda get conditional approval from P2 data. Still have to do P3 and report 5 year survival but you can start marketing the drug.
One of the patients from Part A had a 100% tumour reduction but was hoping for more like that from Part B and no doubt 4D were as well
You can concoct any old **** and bull story to fit your agenda but the long and short of it is 4D is moving through a bottom pattern and is on the cusp of a huge rise.
Another day on this board starring Sang.
Let it go Sang. It's looking very strange when every other post on this board is yours and you're supposedly not even invested here. You claimed earlier that you detached yourself from this stock but have posting 170 times on this board over the last 30 days. Not sure that looks very 'detached'.
And please don't be cross-ramping about your other investmebts, it's unbecoming. Have a good weekend.
With respect sang, I think if you expected early approval, multiple examples of 100% tumour shrinkage, and a mirroring of the keytruda development profile (the most valuable drug in the world) then you were always likely to be disappointed. Back in the real world, at this stage and valuation, 4D does not need to jump such extraordinary hurdles to be highly rewarding. ATB
Nope I expected and hoped for 2-3 partial responses from each group.
That would have been enough.
There's an interview with DP from early last year or late 2020 where he raises the possibility of early approval.
Ok sang. The only reason people may think those things formed part of your hopes and expectations is because that’s what you’ve just told us over a series of posts. Anyway, enjoy your weekend and best of luck with whatever you do with the proceeds.
So Presentation on Tuesday at H C Wainright
https://newsfilter.io/a/04fbc844a1bcbf0469ed8e0f17f692a2
Great that UK Investors can watch live or watch the recording later on the website
AND they just held the Parkinson's discussion for the trials to start shortly
https://medium.com/parkinsons-uk/a-different-lunchtime-for-4d-pharma-sharing-experience-of-parkinsons-ed48b8ce36c6
Looks like our Duncan is starting to get a bit more proactive at last...
So much more to come....
GLA
Can someone post a link to the H.C. Wainwright presentation taking place today.
Yes I would like the link too anyone? Much appreciated thanks
also what time? GMT
12 lunchtime UK I believe. Think this is the link to register. https://hcwevents.com/globalconference/#toggle-id-1
Thank you s.r
appreciate it
No problem. Possibility that the time is wrong but the link is correct I think. Hope it does support some II interest as we are flat as a pancake currently!
SR thanks, won’t be able to access it live @that time, would appreciate if someone could mention any salient points through this Bb.
Maybe it is 12 lunchtime then.
LEEDS, UK,, May 19, 2022--(BUSINESS WIRE)--4D pharma plc (AIM: DDDD, NASDAQ: LBPS), a pharmaceutical company leading the development of Live Biotherapeutic products (LBPs), a novel class of drug derived from the microbiome, today announced that Duncan Peyton, Chief Executive Officer of 4D pharma, will present at the H.C. Wainwright Global Investment Conference. The presentation will be available for on-demand viewing starting Tuesday, May 24, 2022 at 7:00 a.m. ET.
A replay webcast of the presentation will be available via the ‘Events’ section of the 4D pharma website at www.4dpharmaplc.com for 90 days following the presentation.
it is available now https://journey.ct.events/view/1b1d9586-4f10-44ad-a771-9e2bd4c8b9a2
Comments from posters @Rkapasi and @Devonlad confirm exactly as i see it. Well worth the time to invest into watching the presentation:-
2 things stands out to me: 1) now company speaking on vaccine more openly, claiming both 4D and Merck are happy with work so far and will know later this year into 23 if Merck will take these into clinic 2) Alex sounds optimistic on NSCLC data hoping it will be similar to RCC (company hasn't provided timeline when it will be released but if they release good data in that group should be great for sentiment as more validation and next oxford tranche will be available). John Doyle also briefly appeared restating cash position available into Q4 and additional tranches from Oxford upon certain milestones
DP - over 1200 granted patents. Safety profile is placebo like so they can dose earlier in Parkinson's as they know there are no side effects.
Interesting, Alex said that they have already achieved the primary endpoint in the current trial with 518 in RCC and they are hoping to achieve the same in NSCLC, really pointing that one out! These are also late line therapy patients, those who have stopped responding to Keytruda. Expanding to patients who are primary resistant as well. Bavencio is much earlier setting 'just up and running right now", expect and RNS soon that then!
MRX004 in animals is very strong as anti inflammatory. Really excited in the results, about to start part b in 90 patients, primary end point is ACQ6 and SABA use in more symptomatic patients.
Parkinson's MRX 29 and 05. Both shown to be effective in pre-clinical model. Taking place in early stage Parkinson's patients, primary endpoint is safety, also looking at biomarkers.
Vaccines - Looking forward to how the program develops in the later part of this year, sounds confident.
Factory in Spain can do full production scale, shelf life is 24 months. Did state in the conclusion that Merck are pleased with how well the work has gone.
Nice summary Porky9 - accurately reflects my take on it too.
Also despite Sanj's bashing you and banging on about 518 in RCC not having yet achieve primary endpoint it very much has according to Alex and about too in NCSCC
"...they have already achieved the primary endpoint in the current trial with 518 in RCC and they are hoping to achieve the same in NSCLC,..."
15min 30 secs
https://journey.ct.events/view/1b1d9586-4f10-44ad-a771-9e2bd4c8b9a2
Finance Most tellingly of all?
Strongest hint yet that funds will come via Vaccine milestones. referenced towards end '22 going into '23
Merck would then have a decision, pay the likely milestone (s) or buy the lot