Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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The company can’t be taken over without a formal offer and a majority vote. Board unlikely to recommend to shareholders to accept a bid anywhere near current price.
@Porky - I note you ended your post with "Exciting times". I admire your enthusiasm. I am longing for exciting times and I believe they will come. The past few months have not been exciting times for holders of 4D. As long as they don't get taken over while at this bargain price then we should be OK and the exciting times will arrive someday.
Part TWO…
I genuinely think if you are investing in the Biotech space you just can’t ignore this opportunity. We are not talking about one product here; it has life changing potential across multiple applications.
If we take just 4D’s Blautix pills for IBS, I really can see this being one of the first off the block and being a commercial reality and that one product alone is in a marketplace expected to grow to $2bn by 2026. The previous data was showing it was 62% effective.
BUT moreover, there are noises out of Spain and Japan regarding how effective LBPs are in other fields of development which has also been very encouraging. As such I believe that the data due out shortly and during Q1 could really put 4D well and truly on the map.
I am however, still firmly of the opinion that shareholders will never see the full potential here. Merck hold nearly 5%, once those data sets are issued and proven, without doubt Merck will acquire 4D as it would be total madness not to, it makes
total commercial sense to me.
It will be interesting how events unfold but I’m not concerned about the recent reduction by Steven or the resulting shorts. Ultimately the shorts will need buying back and funds will buy here once data is rolled out and proven hence Steven wont be an issue either. I would however be concerned if Merck sold out but that relationship is still going strong as far as we know. As it stands as long as they remain backers of 4D so will I.
Exciting times…
GLA
Part ONE….
Just parking to one side the current share price here as it has no relation whatsoever to where it will be once Live Biotherapeutic products (LBP) start to gain approval and move into mainstream manufacture. Make no mistake this field is potentially MASSIVE.
From my research carried out the state of play Is that there are currently No microbiome targeting products yet on the market. 4D clearly have a significant number of patents in this field established which is VERY exciting hence, as soon as just one enters the market without doubt the value of 4D will Just explode.
This field is still so new and advancing that the FDA regulatory framework is also still evolving to accommodate it.
Under the radar, I noticed that in August both Takeda and Johnson and Johnson entered the field alone or in partnership to work on LBPs. Development of microbiome targeting therapies until now has been dominated by small and mid sized biotech’s like 4D, so this illustrates to me that Big Biotech have an eye on this developing area.
Let’s face it, this field could ultimately become the biggest pharmaceutical growth story this century and the big boys will want a slice of that.
Small Bio competitor List Biotherapeutics recently confirmed the building of a $125m LBP manufacturing site in Fishers in Indiana USA. This is a 110,000 sq. foot facility:-
https://www.youarecurrent.com/2021/12/07/list-biotherapeutics-announces-plans-to-build-microbiome-manufacturing-facility-in-fishers/
Appreciate this is not a big sum in pharma terms but it still represents a decent chunk of change for something not fully proven.
Cont….