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imac
Read through this.
Slide 6 gives overview...
https://www.4dpharmaplc.com/application/files/9815/9482/4216/4D_pharma_Management_presentation_July_2020_FINAL_web.pdf
Blautix could be anytime.
Covid Q4, but from memory I think he said on proactive may get some heads up in sept
There will be interim programme up dates.
At least they are funded now!
Trek
Trek when are you guys expecting news?
There’s always more PR wise but imo the issue has been Acacia selling. Singer did an excellent job placing the shares and then we got another seller (s).
The issue has been the double placing against unproven, new therapeutics which is risky.
It doesn’t matter how much you PR it, it’s new hence the Seres news derisks this a bit.
This is one where you really gotta DYOR. The directors experience and skin in here are my main reasons together with the faith from Merck. They let us play with Keytruda a blockbuster! $7bn in revs! You don’t show anyone that dna unless you have faith.
So hopefully you can see the upside but also the downside risks from the last few posts.
Duncan has done loads on proactive, directors talk etc but clever Mr Market wants more than promises and jam before it rerates us.
DYOR = being ahead of the curve from here just don’t know for sure which way it will turn! Lol!
My money is north!
ATB
Trek
lack of PR is the main issue for this company
‘Do you really think that this will 5 bag in one day like SNG did ...???!!!’
Yes. I hold both.
If blautix results are positive then from this level yes.
Or if they hit a milestone payment that’s 330m from memory.
Our Mcap is only 80m.
All said if you are looking to buy in wait for this spike to pass. I have sold a few in my trading account with hope to pick up more shares but still have decent core holding. I wouldn’t want to be completely out.
But then it could rerate. That’s the risk.
Atb
Trek
Will it do a SNG you ask.
Not today but if the results of the trials are as expected then anything is possible. This whole LBM sector took a big hit around 5 years ago because another player had a poor result. From memory it could well have been Seres that time. Well they made up for it today and well done to them becasue we must never forget these positive trial results can save lives and improve peoples quality of life manyfold.
Do you really think that this will 5 bag in one day like SNG did ...???!!!
This can exceed SNG on vax milestones alone. $1bn in payments and all is on track with Merck. However, an IBS treatment as well. You can price it. It would be a blockbuster!
Obviously a lot can still go wrong but so far all the results have been positive. The covid play is just a little extra bonus if it comes in. It could be an alternative to Dex’, not too long now.
Trek
If the Blautix IBS results are up to or exceed management expectations this could easily surpass the SNG result.
It will prove up the whole platfrom.
May be another SNG
Top up time :)
of which 4D Pharma are leaders. Interesting that the first of our expected trial results are also for a gut disease IBS, so this does augur well.
Could be an interesting afternoon with NY time just gone 7.30 am.