Member Info for noix

Yes and Mr Oliveira is an old hand at it:
"SIGA Technologies, Inc. engages in the development and commercialization of solutions for serious unmet medical needs and biothreats. The company develops therapeutic solutions for lethal pathogens including smallpox, Ebola, dengue, Lassa fever, and other dangerous viruses. It offers an orally administered antiviral drug that targets orthopoxviruses under the TPOXX brand. The company was founded by Steven Oliveira on December 28, 1995 and is headquartered in New York, NY."

SNG are certainly ahead of 4D Pharma with the results of their Phase ll CV19 trial.
How do you percieve them to be ahead in other aspects. 4D have a potential multi billion dollar collaboration with Merck and 100 patents for their Live Biotherapeutics platform, with results awaited from 6 clinical trials, 4 of which will be before the end of this year, including that CV 19 trial.

Thanks for the reply. However they appear to have turned up on all the platforms, including LSE, with an early day trade time but reported after hours. I just can't get my head around the premium apparently paid against recent price action ?????
It should bode well for next week but none the less is odd.
Date Time Trade Prc Volume Buy/Sell Bid Ask Value
17-Jul-20 08:12:19 43.00 1,000,000 Buy* 40.80 41.20 430.00k O
17-Jul-20 08:14:13 42.00 500,000 Buy* 40.80 41.20 210.00k O
17-Jul-20 08:16:05 42.00 250,000 Buy* 40.80 41.20 105.00k

Thanks for that MM.
The details in that long penultimate paragraph. Cheers for drawing it to my attention.

Trek
Given the recent price action any thoughts on the prices flagged for those late trades ?

At the foot of P15 in the presentation there's a note in a large rectangular box stating:
"Note that patients had already progressed on their current therapy and remained
on this, with SFX-01 added on top"
To lay people such as me, how do we determine that SFX-01 has made a difference, given that statement ?

Interesting that you should ask that because a new presentation has appeared on the 4D Pharma site and among plenty of other information, on page 19 they do some valuation comparisons with their peers across the pond:
https://www.4dpharmaplc.com/application/files/9815/9482/4216/4D_pharma_Management_presentation_July_2020_FINAL_web.pdf

Good summary Trek.

My understanding is that at the recent AGM a resolution was passed giving the directors the right to issue an aggregate £91,244 worth of ordinary shares , representing around a third of the issued share capital at that time, without the need to call an EGM.
Hence, if I read it correctly the ceiling on yesterday's placing/subscription was 36 million shares and they have placed a further 16.8 million shares, plus a further 5 milion subscription shares.

I don't believe it does any harm to re visit the interviews. It's a good re fresher of what's going on and is of help to newcomers and those about to join the fray, particularly as we start a new week.
Hence, here's the IG TV presentation:
https://players.brightcove.net/2830693144001/default_default/index.html?videoId=6169900020001

https://players.brightcove.net/2830693144001/default_default/index.html?videoId=6169900020001

"Money runs out in Q4. FACT"
and yet in your previouspost you said it runs out in 3 months time. I suppose one could say both statements are true but the post below gives the true picture (FACT) and the recent accounts were signed off on a "going concern" basis, meaning that the Company are confident of securing sufficient funds for the next year at least:

TrottersTrading - 01 Jul 2020 - 18:04:30 - 5202 of 5399 4D Pharma 2018 - from ?2 back up to ?10+ - DDDD
Dear Xxxxx,

Thanks for your enquiry, for clarity I have addressed each of your queries in turn.

As you may have seen earlier today the COVID-19 trial is now recruiting patients. This was updated on the official registry at http://clinicaltrial.gov (NCT04363372) yesterday but due to technical process delays was only confirmed and published today, and we will be making an announcement to confirm tomorrow morning.

We fully sympathise with your concerns regarding receipt of TR-1s. We would like to remind yourself and the investor community that the obligation is on the shareholder rather than the Company, however we are active in pursuing when we believe TR-1s have been omitted and reassure you that the Company publishes all TR-1s received in a timely manner.

Specifically regarding any TR-1s disclosing purchases corresponding to the recent disposal by Acacia, any purchasing shareholder is only obliged to provide a TR-1 if they cross the threshold of a holding of 3% or greater. As such, there is no guarantee that we should be expecting any additional TR-1s relating to the Acacia disposal. Again, we are actively pursuing this and will inform the market in a timely manner, if appropriate.
One issue we are aware of is a lack of TR-1 from South Ocean Capital relating to their participation in the February fundraising, and we are chasing and reminding the shareholder of their obligations.

Regarding the Company’s cash position, the Company is currently funded through to at least the end of 2020 during which time we expect a number of key clinical readouts including the full Phase II results for Blautix in IBS, additional data from the combination study of MRx0518 and Keytruda in cancer as well as preliminary data from our clinical biomarker study of MRx0518, and results from the COVID-19 trial, all of which we believe could be significant value inflection points for the Company and our shareholders.

I hope I have been able to address your concerns. Thank you for your continued interest and support of 4D pharma.
Regards,
Investor Relations

Without wishing to over egg the pudding, it was interesting that DP would not be drawn on timelines. I don't believe that was only down to his previous missed deadline.
We shouldn't lose sight of the fact that although full data results are due in Qtr 4, it has previously been stated that MRx-4DP00004 starts to have an effect on the immune system after around 3 days and the initial dosing is for 14 days.
Given the data they already possess on this LiveBiotherapeutic, from the ongoing Asthma trial, the CEO semed very confident of positive results, either as a stand alone or as a complementary to the present standard of care for CV19, the steroid Dexamethasone. Watch this space.

Trek
Scroll down to near the bottom and under locations it details University Hospitals Plymouth NHS Trust as recruiting.
They serve most of the SW tip of Devon and Cornwall.

My view on the CV19 trial is that it's very important because of the severity of the pandemic everyone is dealing with and if MRx4DP0004 does show clinical benefit, it is not only good news for the whole world but it will put 4D and LiveBiotherapeutics firmly on the map and in the eyes of big pharma. However, in a sense it's also the cherry on the cake brought about by the virus and non success would take nothing away from the other therapies that 4D are working on.

No they did not say that and I suspect that you know it.
The recent accounts were signed off on a going concern basis, which means that the directors are confident funding, if required, is available to keep the business in operation for at least a year from the date of signing off the accounts.
For the sake of clarity that's just under a year from now.

Well done Trek. As you say, one for the little people :)
For your next trick can we get the FCA to insist that share tardes are notified at actual price, rather than either side of the mid price.
Transparency should rule.

have just released a TR1 and at last have left the party.

4D are world leaders in Live Biotherapeutics/the gut microbiome and just one success would be a game changer. The recent cancer trial was the first time anyone had seen positive data in the oncology space, using the microbiome and as we go forward, generating more data, this space will change. "I think it will change rapidly."
Single strain LBT's is the way to go and 4D Pharma really understand what's going on with the functionality of the bacteria. They can identify the pathways and what the bacteria is producing to cause the effect.

The Company is well capitalised following the fund raise and they have brought on board a number of small US funds.

The phrase "under the radar" is a well worn one but with this presentation and the imminent dosing of patients for the CV 19 trial, there should be much increased awareness of the 4D Pharma story.

The Company is involved in the field of Live Biotherapeutics and has made great progess over the past 5 years, with its own manufacturing facility, a really strong IP position and has just finished a few clinical trials.
The concept is to use the bodies own bacteria to fight disease. In effect to use them as a drug without the safety issues. 4d has just finished the safety part of a 12 patient phase 1/11 oncology trial.The patients involved are extemely sick, having had multiple lines of therapy, chemo, radio, checkpoint therapy and unfortunately nothing had worked for them. "What we are seeing is remarkable." Combining with the Merck Keytruda drug, we are able to re-engage the immune system to get responses in a number of patients, "with really impressive duration responses." The trial is about to be extended to 100 or so patients, opening another 4 sites in the US. (I don't believe the US connection and importance to 4D's work should be understated)
They have also just completed a Phase 11 trial involving 370 plus patients for IBS, with top line data expected towards the end of summer.
A phase 11 trial for Crohns is about to start in the UK, aimed at a young age group who don't really have alternative effective therapies.
In a phase 11 Asthma trial conducted in the US for 90m patients, they were able to dampen down lung inflamation in a number of ways using a very simple and safe to take drug.
Given the data acquired on SARS CoV-2, the Company believes that the Asthma trial therapy, using MRx-4 can be effective in the treatment of CV19 because of its anti inflammatory properties. It is believed its use will stop patients progressing to oxygen use or ventilation by dampening the inflammatory response.
4D were able to fast track the CV19n trial because of the safety profile of MRx-4 in the Asthma trial and the MHRA were really responsive, with concept to approval only taking 4 weeks. They are now ramping up the centres and are getting ready to dose patients. "We should be very close." (as Duncan Peyton bit his lower lip) The study will involve 90 patients across 4 sites, maybe increasing to 8.
Ideally the data will be out before the end of the year, early 2021 but as previously pointed out, the patients will be on an initial treatment regime lasting 14 days.
4D are working on both propriety and partnership progammes. The Merck collaboration involves Keyruda but they are also working with Merck to see how the Live Biotherapeutics/ Microbiome platform can be used to develop the next generation of vaccines.
In group discussions (pre lockdown at the boozer) most excitement centres around Asthma and Oncology "but with the data we are seeing from the oncology programme, the majority of people have moved across the the oncology camp" (an effective asthma therapy isn't a bad number 2) "and the data really is remarkable. Hopefully we will be able to talk about it in alot more detail soon."