The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Lots of attention incoming
Spin_Shares... Yes very positive RNS and excellent that clinical trials will be progressing in due course.
Sounds like good potential to help people and, more coldly, to help the politicians get the deaths down
In auction won’t let me purchase anymore shares yet rghhhh
Statement is brimming with confidence.................. SP should rocket really, can't understand why it's not..............."4D pharma intends to develop MRx-4DP0004 to prevent hospitalised COVID-19 patients deteriorating to the point of needing invasive ventilation and intensive care, and thus alleviate the greatest burdens facing healthcare services. Following positive data from the COVID-19 clinical trial, 4D pharma intends to explore the potential utility of MRx-4DP0004 in additional viral infections like influenza."
It looks like Trump is buying up anything that could get him out of his Covid mess up.
Will he also spot the potential of DDDD?
Patience pays.
C.
Having red the RNS I have actually warmed to this trial now. I did think the association with asthma was a bit loose but there are a few positives in there that I was ignorant of...
1. Absolute key statement “enrolling up to 90 patients admitted to hospital with COVID-19 in the UK” . I did have an oh sht moment thinking it was aPlymouth area trial! As would be difficult to get numbers.
2. “The primary endpoint of the trial is the mean change in clinical status score as measured by the WHO Ordinal Scale for Clinical Improvement.” This should not be too arduous because out of the blue we have....
3. "Immunomodulatory intervention in COVID-19 is supported by recent positive results from the UK's RECOVERY trial, showing dexamethasone reduces the risk of death in hospitalised patients. We believe MRx-4DP0004 has a mechanism of action that may be complementary to that of dexamethasone, which has now become standard-of-care across the UK's National Health Service (NHS).
Now imo that is a significant positive. Must say I am eating my hat this morning as I thought this news would have taken out the sellers but like I maintain. Forced selling is an opportunity for PI’s. There is nothing derogatory thus far with the science other than a delay. But when you read the last paragraph.....
“The Company has six clinical studies in progress, namely a Phase II clinical study of BLAUTIX® in Irritable Bowel Syndrome (IBS), a Phase I/II study of MRx0518 in combination with KEYTRUDA® (pembrolizumab) in solid tumours, a Phase I study of MRx0518 in a neoadjuvant setting for patients with solid tumours, a Phase I study of MRx0518 in patients with pancreatic cancer, a Phase I/II study of MRx-4DP0004 in asthma, and a Phase II study of MRx-4DP0004 in patients hospitalised with COVID-19. Preclinical-stage programs include candidates for CNS disease such as Parkinson's disease and other neurodegenerative conditions. The Company has a research collaboration with MSD, a tradename of Merck & Co., Inc., Kenilworth, NJ, USA, to discover and develop Live Biotherapeutics for vaccines.....”
Just how many shots on goal for £44m mcap and £22m cash (ish)! Plenty of time to buy now and de-risk later here imo. Just average in slowly with a little patience. GLA. Usual caveats.
Trek