Member Info for Joshholdforgold

Thank you bitcoin

One of the most notable positives for DDDD, who are leading the wave of live bio-therapeutic indications, must surely be their ability to complement existing treatments.

In most biotech/drug discovery the new candidate is compared to the old:

Is X hormone therapy better than Y hormone therapy? Does Z inhibitor affect the performance of A? Etc.

Given that Live Bio-therapeutics are extremely unlikely to interfere with traditional modes of action, this drug discovery platform can be applied in an unthinkably large number of indications.

Furthermore, every pharma and his dog is going to want to package their treatment with a suitable live bio-therapeutic candidate. That of course is why Pfizer and Merck already have their noses in the trough.

It is incredibly exciting to be invested in a company on the forefront of such new technology.

Good luck all.

Thanks Phil! It’s good to be here.

I’ve followed since the placing but picked my entry on a technical signal when the downtrend was broken at 77p. I had a token few shares for maybe a week or 2 before.

I’m here until keytruda reads out and then I will re-evaluate data dependent. If we see a meteoric rise before then I will de-risk by taking some profit before results.

I play with a straight bat.

What are the potential safety issues with live biotheraputics?

I was reading a paper about a phase 1 trial of a LBT in the states and the key risk focused on was infection. Is that the primary safety concern here?

Thanks. I missed this at the time. Very useful.

The concept of judging efficacy against bio markers makes complete sense.

In oncology 20% improvement for a complementary treatment to the standard of care is going to save a lot of lives.

Thanks for the clarification on recruitment numbers/progress. Genuinely helpful.

Understanding that the read out has been delayed and the trial is open label, so you think the delay is to ensure that the results cross the tipping point of some statistical significance?

Stay long - I think that you consider me in that group as I was vocal in VAL in the lead up to the deal announcement.

Given the low mcap of Val and it having 4 drug candidates and the promise of a deal on its flagship product before Xmas, it presented a very good risk vs reward.

If live bio therapeutics show no efficacy in their oncology applications the share price here will fall by more than the 40% VAL did.

Drug discovery is high risk and high return.

Your friend should have invested over multiple good risk vs reward shares. It doesn’t mean VAL was a bad investment choice, just that he did not have a sensible spread of risk.

0518 + Keytruda (the big one)

132 patients in the phase 1/2 study should be able to show a statistically significance improvement vs keytruda alone as well as a good safety profile.

Given the extensive use of keytruda in oncology, I believe any statistically significant improvement in anti-tumour effects vs keytruda alone would cause an incredible re-rate.

The primary endpoints of the trial relate to safety (As phase 1/2) but the secondary end point (efficacy) is where the money is.

To put a number on it, 30% enhancement in performance of standard anti-tumour measures, would in my opinion ensure accelerated progression to approval and revolutionise the standard of care.

0518 + radiology vs pancreatic cancer

This being a P1 trial of only 15 people, we are looking to see that the biotheraputic is well tolerated with clear examples of patients who look to have benefited compared to standard of care.

Given the extremely high mortality rate in pancreatic cancer, we will notice this improvement in survival time and time with no progression of disease.

Asthma -

As someone who had poorly managed childhood asthma I am very interested in this one.

The p1 top line will I expect focus on safety and grounds for completing the remainder of the trial.

Given that treatment of asthma is usually measured on a self identification scale, the comparison to the placebo arm will be critical.

The contract for difference will be work as follows:

Polygon pay each of these financial institutions for the right to buy the shares at an agreed price up until a certain date.

For example they may pay 6p per share for the right but not the obligation to buy at 175p any time before April 22.

The higher the strike price the cheaper the option gets.

Likewise the longer the time period the more expensive the option fee.

This allows them to increase exposure at a fraction of the price.

Good call today on the oversold signal. I’m expecting a strong bounce back and new highs this week.

But today DDDD is! Can it continue? If the buyer keeps going.

Look at the tight trend channel and the increasing volume!

https://twitter.com/joshblakemore8/status/1457677856750903296?s=21

This is currently one of the most clean continuous recoveries I have seen. Almost been no pullback so far. That tells me that there is a background buyer.

Retail investor purchases tend to move stocks more sharply, then cause pull backs. Who is buying? That's the exciting question!

All IMHO.

With £2m director buys!

What BS.

- NCYT I’m sure the price drop was porky’s fault and nothing to do with the dispute with the DHSC which came out of nowhere.

If you think people are ramping explain what’s wrong with their reasoning. Leave the conspiracy theories at home.

https://twitter.com/zakstraderscafe/status/1457303384030121988?s=21

I’ve got next resistance at 95p so I’m genuinely excited.

I’ve held a few since the 60s but bought in properly today at 77p.

Good time to buy a couple more! Technical traders and algorithms will pile in after the line is clearly broken.

Hi All.

From a technical perspective candlesticks indicate trend reversal. I have the falling resistance line at 77p. A break clear of this would confirm a new upward trend.

Chart:
https://twitter.com/joshblakemore8/status/1456628352501141505?s=21