RE: Countdown15 Sep 2020 13:49
What are the biggest headwinds you foresee to achieving growth in the coming months and years? How will you tackle them?
Historically the biggest headwind facing 4D pharma and the microbiome field is the perception of this new type of drug. However we have seen this scepticism eroding, particularly in the last year or so as we and others in the sector deliver robust clinical data.
We feel 4D, an AIM-listed company, is currently significantly undervalued in the UK compared to our peers in the US who are behind our first-moving and leading position. We are always looking to engage and educate investors, to raise awareness of the 4D story and demonstrate the near-term value in the company, and expand our investor base particularly in the US.
We have multiple clinical trials ongoing, a fantastic board, a considerable IP portfolio and a great partner in Merck (in oncology and vaccines). We are in a strong position to meet challenges head on and achieve long-term sustainable growth.
Imagine you find yourself in a lift with Warren Buffett. What would be your ‘elevator pitch’ to summarise why he should invest in your business?
Live Biotherapeutics are a paradigm shift in medicine, a whole new class of drug much like the emergence of biologics and gene therapies. It is important to emphasise that Live Biotherapeutics are not a distant goal or immature concept, they are here and now, delivering game-changing clinical data and changing patients’ lives.
4D pharma is leading this rapidly emerging field, driven by its ‘function-first’ ethos and unparalleled platform technology, MicroRx. The platform has to date generated four unique clinical-stage Live Biotherapeutic drug candidates across a range of therapeutic areas, and a suite of pre-clinical programmes in new diseases. 4D is pushing the boundaries of the field, taking the microbiome beyond the gut in fields like oncology and neuroscience.
4D is best positioned to deliver on the promise of Live Biotherapeutics as the only truly end-to-end player in this exciting field. 4D pharma’s in-house capabilities cover the drug development spectrum, from discovery through manufacturing, IP protection, regulatory and clinical development.
Together these factors clearly demonstrate there is huge near- and long-term upside in 4D pharma, both from our development candidates currently in the clinic in major diseases with significant unmet need, but also in the MicroRx platform that drives us and our collaborations.
Please note: this discussion with Duncan Peyton of 4D pharma forms part of the ShareBuyers’ going for growth series – helping companies with high growth potential to share their story. It is not a recommendation to buy or sell shares in DDDD.
https://www.sharebuyers.co.uk/shares/4dpharma-shares-going-for-growth-trailblazer-ready-to-realise-true-value/