Member Info for Boonco

Keytruda isn't a vaccine and that trial you link to has nothing to do with 4D, its a phase 3 trial merck have been conducting comparing adjutant treatment with Keytruda to placebo.

If 4D were somehow involved then they would have been obliged to say before starting.

Podcast interview from last month with ilika's John Tinson, VP sales & marketing.

https://www.youtube.com/watch?app=desktop&v=axR-dig-DLE

Interview gives interesting insight into John's background and experience, some technical discussion about the work ilika is doing to move towards industrialisation etc (for example the work comau have been doing) and discussion on the solid state industry in general.

In response to the host's wrap up question about what's coming up in the next year or two that John's looking forward to he notes how he's speaking and working with companies that are going to invent the future. On the stereax side it ranges from attending medical conferences speaking with dr's and surgeons to recently in the space of a week speaking with meta, apple and Samsung (no suggestion or confirmation of anything but just the fact he's speaking with them is really encouraging to hear). On the Goliath side they've got two hard years of product development to do but running completely alongside it they will be working on manufacturing scale up.

I don't think it's a stretch to say that when it comes to solid state, ilika really is leading. As long as they get the bit of luck every company needs their potential really is quite something.

To a large extent 4D are involved with the MJ Fox Foundation because of their landmark PPMI study as it gives access to a level of data, insight and collaboration that they wouldn't get anywhere else.

Read the foundation's last newsletter from January which was a special edition about PPMI. Pages 14-15 discuss how industry is collaborating with and using the study to speed drug development. 4D mentioned on page 15.

https://www.michaeljfox.org/newsletter

The better question is why would they rns it?

Having IND approval isn't new news to the market. It's just an online magazine article that's 3 weeks late to the IND approval news party.

I don't want a quick takeover. Any takeover near future would materially undervalue the potential 4D have.

Could be Bronte or someone else playing chicken and determined to try and squeeze that last drop out before they are forced to bail and cover their short.

Porky, Morgan Stanley held some lbps before Monday. I pointed it out on here a few weeks ago as evidence institutions are aware - in response to people suggesting management has done a bad job getting investors onboard

SO has millions in warrants - essentially risk free. Also still holds a couple of percent or so in lbps

I tried looking at the 1 and 3mw package links earlier haggis but they don't appear to work

Any mature adult wouldn’t write ‘lol’ let alone make the effort to capitalise it as if it somehow makes it less childish.

Personally I can't see anything in the rns that warrants interpretation as it being a try before you buy scenario.

Abundantly clear it's a lease for the simple reason that hire companies don't currently offer them.

DW, you've previously posted links to article that other people have already shared before yourself.

What's the issue. So someone shares something you have previously, who cares.

It's not a competition ffs

it was cheap at placing 110p let alone 70p

"The two companies have outlined a roadmap to consider further system deployments in late 2022."

It's why the myopic focus some people have on SP as a proxy of management performance is daft, especially short term and when the person is investing not trading. SP is an outcome that one only has partial influence on, not a strategy or action that one can control.

I’ll just refer to what I noted the other day, be mindful of the halo effect.

If someone wants to make a honest and objective assessment of management's performance, for example in working to improve the investor base, then they need to know what decisions and actions management did and didn't take in that regard and their reasoning for doing so or not as the case may be.

Assessing performance based on an outcome isn't objective. Outcomes by themselves don't give insight into the strategy, decisions taken and work done nor do they necessarily reflect whether any taken were good or bad. It’s not unusual for people to do good work and/or make good decisions yet not achieve a favourable outcome. Similarly, it's not unusual for people to do poor work and/or make poor decisions yet an outcome still go their way.

Does that mean I'm no longer filtered for daring to point out that you contradict yourself?

Or is it a case of do as I say not as I do...

https://www.fiercepharma.com/marketing/ultra-fast-fda-nod-bristol-myers-squibb-opdivo-catapults-i-o-presurgery-lung-cancer-first

If they wanted to look at accelerated approval route the fda can move quickly when it wants to do so. Some of the drugs on the fda accelerated approval table I linked to the other day went from application to approval in a handful of months.

And then there's this recent approval for BMS following a phase 3 - from application to approval in 5 days.

Also, as I noted a week or so ago, there are actually quite a few institutions holding lbps stock they just don't hold anything meaningful other than fidelity. The point being that a lot of II's are aware of 4D.

My personal feeling is more will jump on board off the back of positive mrx0518 data.

pharma/biotech markets are obviously depressed at the moment compared to 24 months ago but if they return to even a fraction of what they were in 2019/2020 it could get really interesting.

https://www.evaluate.com/vantage/articles/news/snippets/early-clinical-data-provided-wild-ride-investors-2020