RE: Ask 1.74528 Sep 2020 12:09
The investment propositions for VAL and DDDD are completely different.
VAL have released initial results from a single arm, open label, dose escalation phase I/IIa study in 12 patients. The objective of any phase I/IIa trial is to look at safety and dosing and early signs of efficacy to establish whether the drug merits further development. VAL's RNS suggests that the safety looks good, there are early signs of efficacy but they haven't yet established the optimum dosing levels. They now will need to run further trials to do this.
4D Pharma's Blautix study is a randomised, blinded phase IIb trial in around 370 patients. I believe that DDDD have confirmed that they intend to license Blautix rather than develop it in-house.
So the 2 drugs are at completely different stages of development and you simply can't make comparisons between a 12 patient phase 1 study and a 370+ patient randomised study in terms of investment proposition. This isn't intended to be at all critical of VAL or its results and of course we still don't know the Blautix results but IMO you can't make any judgement calls about 4D based on what we've seen at VAL. IMO, DYOR etc. etc.