The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
I think people expected 100% success rate in the ibs trials . Anything less was seen as failure. This stock will get noticed soon enough by the city the same way novacyt did.
I mean Friday
Morning all
Am I right in thinking a £600k buy went through after hours on Saturday? Not showing up on the lse trades yet.
This was posted by beaujolly on ADVFN.
I had another look this morning and I believe Dr Stevenson is genuine and it really was a good result.It was no coincidence that the Chief Scientific Officer took the questions, given that his reputation is on the line, not only in the investment community but more importantly within his peer group. It was a statement of fact, particularly given the market reaction and misunderstanding of the results.
I've extracted a few of his comments, including his summing up of Blautix at the end of the interview:
"We are very pleased with the results shown."
"We think it will be a real step forward in the treatment of IBS"
"In addition to the IBS results, which we think are really exciting, we have got an ongoing programme in oncology, where we have also seen exciting results as well and we are thinking about our strategy for approval in that space as well"
"Roughly 10% of the population have IBS in one form or another and currently the market is in billions, in the US probably around $2.5 billion but it's a massively underserved market, as there are no real solutions, particularly for those patients who have the combination of IBS D and IBS C. And because we have a drug that appears to have no side effects aswell, we think that we really unlocked huge market potential here. The vision for this product is probably (note he did not say possibly)one where a GP would actually be able to prescribe it to an IBS patient regardless of the sub-type and be confident that it was a safe drug and also that it would have a positive effect on the patients symptoms."
This has clearly gone over the heads of most of the market and some are taking full advantage of it. However, I believe the significance of the results will slowly sink in among the wider investment community. The Company will also have spoken to their supportive shareholders,both above and below the 3% disclosure threshold and gone into the detail with them. These people are not fools and having seen the market reaction, will no doubt time their actions accordingly.
We have had two shots on goal and the Company is thinking about their strategy for approval for both of the goals scored, which endorses their confidence not only in the Blautix result but perhaps more importantly, those of the part A MRx0518/Keytruda trial data and the read across to the current part B study.
Merck & Co. 6% holding in 4D how many other aim companies have a company of that magnitude invested in them?
I would advise anyone thinking of investing to first visit the 4D website to really see what they’re about.
This company is going places.
Yesterday was a bad day.
I nearly sold out at a loss but my business partner gave me slap and told me to man up. I held.
4D trended on Twitter yesterday.
There’s a lot of new eyes on this now
This board is starting to remind me of the amgo board.
The boohoo guy just tweeted 4d
https://twitter.com/umarkamani/status/1313862619896438789?s=21
Last share he tweeted was amigo
I’d hate to see the sp after an excellent RNS!
Some healthy buys going in this morning.
Some big buys going through at the end of play yesterday.
Has anyone got an up to date buy/sell volume for today?
I see this share as a bit of a sleeping dog, not a massive amount of interest at the moment but when it goes every man and his dog will jump on it.
I’ve just added another £30k this is now my biggest holding. GLA