Member Info for imac1

Like I said the other day there was no real risk for those invested from 80p or below and given the presentations released probably no real risk from 120p down from what has been seen as a below average result (not my opinion). I hold my hand up if results were more conclusive and were viewed as good to excellent this wold have popped this morning way higher and my 400p + price target wouldn't seem so far away now. What can we take away from this news today well the company is willing to take this to Phase 3 and state the following.

"Blautix® has potential to treat both major subtypes of the disease, unlike other approved products which act only on symptoms associated with either subtype of IBS."

"A statistically significant increase in overall response in pre-planned analysis of the combined IBS-C/D group compared to placebo." (Significant being the key word and puts forward the case for treatment of IBS-M of which there is no current treatment available. That is huge news if we can capture 30% of the market)

"Safety profile of Blautix® was comparable to placebo, contrasting with many existing therapies which have significant side effect profiles limiting their utility" (so safer more patient friendly therapy is a massive plus in my opinion)

The commercial opportunity provided by Blautix® could be substantial, given the need for a safe and effective treatment across IBS-C and IBS-D populations. ( Key word used Substantial with reference to commercial opportunity, again what were people hoping for cant say more than that!)

"Uniquely for a single agent, the Blautix Phase II study has generated combined data across both sub-types of IBS. The effect shown by Blautix across both sub-types indicates it may potentially provide a solution to IBS-M patients whose symptoms fluctuate between IBS-C and IBS-D. These patients, who account for around 30% of all IBS patients, currently have no approved treatment options. This reflects the broad potential of Blautix as a completely new, safe, flexible therapeutic approach to treating all forms of the condition. The Phase II results provide signals that are highly encouraging and supportive of regulatory engagement around the design of a Phase III pivotal study to provide new therapeutic options to cover the considerable unmet medical need of people suffering from IBS." (Key word used uniquely so we have something that no one else on the market has simples really buy and hold)

Next step is our Covid 19 trial which the company hope to announce on in Q4.

Meanwhile our MRx0518 has shown promise and is moving to the next stage of its Trial.

All this plus so much more including what is shaping up to be the most valuable part of DDDD our MicroRx discovery platform.

Here comes the bounce should be closer to 150 by 10am typical AIM.

Cov this IMHO is great news I really am stunned at the drop. Taking time to digest the news and have read it at least 3 times now . Where is the negative, what were people expecting that this cures IBS and we can all just sit back and watch as 4D mop up the entire IBS market. .!!! Effective and safe across all cohorts and can be used as a one size fits all therapy the mind boggles with AIM at times.

This is all you need to read it really doesn’t matter what all us PIs think Huge news IBS-M effectivity is simply outstanding..!!!
Research indicates that the microbiome is altered in IBS patients compared to healthy controls, but that the alteration is consistent across the different subtypes, suggesting the possibility that a microbiome-based intervention could address multiple subtypes.

Katrin brings a wealth of experience and will be a key part of the NASDAQ float I am sure. The timing of here appointment is also notable given the upcoming news on our IBS trial.
Manc I like this part "focused on the development of new therapeutics, with a special emphasis on indications with a high unmet medical need."
The IBS market is a growing and with a high "unmet" need of effective treatment this could be huge for DDDD upon good news.
I like to listen to both sides of the argument and did caution people myself over at VAL that on okay news the SP had ran away from itself at 60p+ so not to bet the house on it. I said that the time to buy was sub 15p then you can relax and even with average news you have a safety margin. The same applies here anyone in sub 80p can sit fairly comfortable for news and not worry about losing big money on below average news.
Still maintain my 400P+ on good news though :-)

Nicely put Terrier the most important thing in all of this is a treatment that works for people long suffering with IBS.

Based on facts too hand we will have to wait and see, the talk is positive as it should be from the management team and early phase trial showed a good safety profile.
I have only managed to find 2 people who were on the latest trial and obviously I have no way of knowing if they are telling the truth or were on Placebo. However both said that their symptoms cleared up during and after the trial and lasted for nearly 6 months before slowly returning although not as bad. They also both confirmed to me that in their opinion no way could they have been on Placebo. The diet they were on was almost identical to what they ate already in attempts to control their symptoms without success.

Nice to see a few select posters trying to subtly turn the board negative. I agree caution is advised when investing in any AIM share and certainly Results could be not as good as hoped for. However from the information supplied so far by the company everything seems Positive and the early phase trial showed A good safety Profile so IMHO all we need now is effectivity of the therapeutic and we will see a substantial gain in the SP.
Still maintain my target price of 400p+ on good Blautix train results. ;-)

They are running this one to the wire first it was end of Q3 then it became the first “few” days in October. Going off the word “few” tomorrow has to be the day for news otherwise why say it? Could have a push into the 170p+ range today and watch out for any signs of a leak if we suddenly jump to 200p+.

I am in agreement RK cant see us listing on NASDAQ until early 21 but feel news will come Q4 on this. So what do we have coming up that can move the SP.
Blautix (IBS) Phase II - results any day now
MRx-4DP0004 (Covid) Phase II - results due in Q4
Move to the NASDAQ market announced most likely Q4
Additional Oncology results for MRx0518 Q4
Additionally :-
Blautix moving to stage 3 with partner and additional funding Secured
Where will the price be on this all happening well let’s just say well north of here, first stop 400p+ on Blautix news.

The CEO also said he felt we were very undervalued in comparison with our US peers and at a valuation of £200M vs Seres at $2.6B I would tend to agree. They only have one Phase 3 result still with no product to market so let’s forget about shares in issue then and take look at our current Mkt Cap vs where we see a fair valuation. I for one believe it’s many multiples north from here and stick by my 400p+ prediction on news.

Furthermore anyone mentioning VAL needs to stop the 2 companies are are operating at significantly different levels in the market. VAL before consolidation was trading at circa 15p in Dec whilst DDDD was 100p. Up until last month VAL was fairly priced but off the back of an interview with the CEO and anticipation it rose to 60p where it became priced in for news. That is clearly not the case here and maintain my target price of 400p+ on good IBS news with it climbing closer to 600p+ in anticipation of Q4 Covid 19 Phase II results.

My list from the other day:-

Sorry but almost laughable some of the advice on here 4D was trading at a regular 100-120p plus before Coronavirus shook the markets from Dec - Mar . So in effect we are 40p up currently with fantastic progress in Oncology with MRx0518 and Blautix (IBS therapeutic) results due any day now. Further to that we have a Covid Phase II trial in progress and with wave 2 in motion recruitment for that will pick up and results due in Q4. So for anyone saying the results are priced in try looking at a longer chart than last month. So I will ask again does any one posting words of caution think the progress with MRx0518 and news on Blautix is only worth 40p if already priced in...!!!

Exactly what I posted the other day we are only just above pre Covid SP so anyone who says we have risen in anticipation of results needs to go and do some research longer than what last months Sp was.!!!

“Blautix® has the potential to be the world's first disease modifying therapy for IBS, by treating the underlying microbiome cause of disease.”
This could be massive for us upon good news.!!!

If this goes on to be a cure for IBS then all bets are off we are talking a multi $B valuation..!!!

Shows”

FunkyS
Seres have one Phase 3 result and are now valued at $2.5B we are currently valued at £200M like I say I’m saying 400p minimum on good news. With another Phase 2 result due in Q4 for no other than a Covid 19 Bio therapeutic you can bet it won’t drift back but climb towards results. If our Covid therapeutic shoes good results then boom £1B mkt cap incoming.

Terrie never a decent counter argument and that is what I love about this share so hard for the derampers and what makes for a great board up until now (even the derampers are invested in this one ;-) ) If no one cares to answer fine I ll tell you this in my opinion not 1p of Blautix is priced in at current SP levels. The 40-60p increase since our pre covid SP could be argued is off the back of positive Oncology results from MRx0518. So once again someone come up with figures that contradict my own showing a SP of above 400p+ from positive Blautix results.
I will add 400p+ is being conservative and in my opinion could go way higher, this share is sitting on the watch list of some major players in the Pharma wolrd.

Sorry but almost laughable some of the advice on here 4D was trading at a regular 100-120p plus before Coronavirus shook the markets from Dec - Mar . So in effect we are 40p up currently with fantastic progress in Oncology with MRx0518 and Blautix (IBS therapeutic) results due any day now. Further to that we have a Covid Phase II trial in progress and with wave 2 in motion recruitment for that will pick up and results due in Q4. So for anyone saying the results are priced in try looking at a longer chart than last month. So I will ask again does any one posting words of caution think the progress and news on Blautix is only worth 40p if already priced in...!!!