Member Info for PhilGekko

Hi Scrambler.... when I refer to people who come here to spread FUD I am talking about people who have done no real DD on this stock, have very little (if any) understanding of the biotech sector but are happy to come here and post negative sentiment about a stock they are not invested in (!?)

After everything we've been through here I have zero tolerance towards that. Happy to debate 4D's shortcomings (and yes there are some) but only if people are gonna use facts and bring something to the table.
Not interested in day traders sharing views purely looking at the technicals or people who don't even get what biotechs even do. I am no expert and not here to advise anyone but at least try not to embarrass myself by not having a clue about anything.

Offmessage... thank you for your view of the 4D Pharma's fundamentals.

Btw it's not called 'pipe dreams'... it's called pipeline. And it is the most valuable asset of any non-revenue generating biotech. And it is all really based on how successful the trials are, how diverse the pipeline is and what kind of market potential that pipeline has in terms of licensing/partnership opportunities with big pharma. And trials so far appear to be going really well in my opinion.Don't want to argue with you but talking about a biotech company's fundamentals without taking into account their clinical trials pipeline is not very helpful for the debate here. If you don't normally invest in biotech that's fine, you can't assess company's fundamentals the same way you do in other industries (defense, mining, etc.)

Just my opinion, not here to advise you and don't want to argue.

BuyHighSellLow... what is frustrating a lot of LTHs is that distressed seller's relentless sell-off has spiked so many people on the way down that PIs are scared to jump in now, even if it does seem like SO's finished.

Now, short-term traders who jumped in around 30p are selling at a 50% profit... and they are happy... but that means rises are being sold into and again this is worrying investors still concerned from the aftermath of a 9month SO sell-off.

I believe 4D's current SP has very little to do with the fundamentals, mostly with psychology. Real uplift is needed to convince the investment community that clouds have parted.

And I don't believe in any MM conspiracies etc. That I think is just silly. But I do think that Delboy traders and shorters are strangling this company, and that's a real shame for both investors and patients.

Just my opinion, not an expert.

Offmessage... I still haven't heard anything from you regarding 4D fundamentals that would worry me. Havent heard anything for that matter. Obviously you can post wherever you like, but seeing as you are not invested here and are happy to spend time commenting here (again, without any real focus on the 4D fundamentals) one would have to be extremely dumb not to wonder about your motives?

What made you come to this board? What is it about 4D that you find interesting? Clearly you think your capital is better elsewhere... why spend time with us?

How many other boards do you post on where you are not holding?

Considering you have no vested interest in 4D - thank you for the time you are investing here to tell us we are in denial.

Offmessage... since 12th April when you posted about SP maybe dropping to 25p... SP has actually gone up by nearly 20% :) So no, your post hasn't aged well. Could SP still drop to 25p? Yes, in theory it could, I don't have a crystal ball.... but at this point sounds like your prediction was just a touch too pessimistic. Good luck with your investment decisions, hope your mining companies and other ventures work out for you.

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offmessage

Posts: 493

Price: 48.00

No Opinion

RE: Ding Ding NASDAQ OpenToday 08:44
"This didn't age very well since it was posted on 11th April"
On the contrary, I haven't seen anything to change my mind on that in the short time since posting, there have been some strong days but the down trend is still in play, it hasn't broken out.

Offmessage... what a misleading post. Absolutely no-one is asking you to invest here, nor can anyone force you or anyone else to invest in 4D (and certainly wouldn't want to, it's a risk we all individually take). But people coming here and spreading unfounded FUD are here with malicious intent- to spread fear and get scared PIs to sell. Besides, let me ask you, as you are not invested, why are you here??? I don't have problem with people who don't want to invest in 4D, so as long as they are not spreading FUD or lies here. Surely that's fair?

Hope you are not one of those people, or are you perhaps still waiting for the SP to drop to 25p (please see your post from 11th April). Look, if you feel your capital is better placed elsewhere , with other companies and treatments... perhaps this is agood time to focus on those companies' boards?

You are describing people invested here who are upset with the company being shorted (and lied about) as being 'in denial' - which part of the recent 0518 RCC data is unclear to you? Are we in denial that company's trials are showing promise? Is Merck also in denial???
To me these trials seem very promising but I am no expert.. are you a biotech expert?

To conclude: no-one is forcing you to post here if you are not a holder and seems like you're simply coming here to tell us we are in denial. I am very happy to hear opposing views and reasons I should not be invested here, SO AS LONG AS THEY ARE BACKED BY FACTS AND NOT PURE CONJECTURE.
Good luck to you catching that 25p entry point.

This didn't age very well since it was posted on 11th April
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offmessage

Posted in: DDDD

Posts: 485

Price: 40.00

No Opinion

RE: What to do. 11 Apr 2022 10:53
I'd wait for better confirmation of a trend reversal rather than try to catch a falling knife. It's been in a hard downtrend for over a year and at the moment it looks just as likely to re-test 25p as it is to 'take off': https://invst.ly/xw5g3

Offmessage... tbh if my posts are making people who short cancer biotech companies bitter... I will sleep great tonight.

I was more wondering what is making someone so sad and bitter to be rooting for the demise and financial hardship of companies trying to help us all live longer?

In any case thanks for this comment, appreciated.

Deramping scum are back today. Took you a while gents. Jesus, how much of a lowlife does one have to be to short and deramp innovative biotechs developing life-saving therapies? :) Where is all this bitterness coming from?

Top tip: Try somehow to find girlfriends/partners, enjoy springtime and discover some happiness in your lives. And stop shorting companies whose therapies your lives one day may depend on.

Just my opinion, have never been this bitter so not an expert.

Masterblast.... why are you being abusive here? Calling people idiots ???

What is your problem man? You are not invested here and just popping over to abuse people?

Green box for you, tolerated your nonsense for too long.

HarChris ... agree with you. In terms of us being in the bear market , I think that is fairly obvious and it's been rather brutal over the last (at least) 6 months.

That said- funds and investors are under even more pressure to find growth somewhere. They need to make money and deliver on their targets- which presumably means they will be even more picky about where they are investing. I genuinely feel 4D is in the top 5% -10% of biotech stock in terms of risk vs reward at this mcap level (and considering the fundamentals, primarily their pipeline and data updates).

Yes, I am a holder so by definition biased - but do think 4D's value prop right now is very appealing for funds who want to jump aboard.

Just my opinion as a biased 4D holder, not an analyst/expert/advisor.

Josh... 100% agree apart from one thing... fundamentals now are actually better than they were at £1.10 (as crazy as that may sound).

- 0518 RCC Phase IIb met primary endpoint
- Blautix additional analysis published (with a positive update re target patient population)
- Parkinsons Disease trial and Bavencio trial updates

I am probably missing a few things but these are the most positive updates since the placing at 1.10. SP today is 55% below that level.

Just my opinion.

Ceri, great to have seasoned investors like yourself get involved here in a more meaningful way.

As the news spreads of the distressed seller being presumabky completely out now (and bearing in mind the company's potential and it's successes recently) I am hopeful we see some pretty substantial rises over the coming weeks.GLA.

Researchandhold...Haha... maybe T shirts printed with...
'I held while Oliverira was selling'

Instant babe magnet t-shirt. :)

Lord knows they tried:

* Distressed seller getting rid of his stake Iver the blast 9 months (now appears to be OUT FULLY)
*Shorters
*Delboy traders spreading FUD
*Wider biotech market tanking
*CFO passed away, new one appointed in January

4D fighting the wider market trend this morning! Clearly tide is turning in my opinion.

For many (if not most) non-revenue generating companies the above would mean GAME OVER.

But when you have an innovative R&D, when you are at the forefront of a potentially brand new drug class (and trials are delivering).... I think we can hope for the mother of all comebacks here.

Just my opinion, not an advice as not an expert.

Kopfkissen... LBPS volume is approx. 12k so far today :) Btw, almost the entire biotech sector is currently in red (at least my entire portfolio is).

Bucklefern... shorting a weapons/missile manufacturer and an innovative cancer biotech is not the same.

We can all pretend to be ruthless capitalists here but where we invest (and how... I.e.long/short) does make a huge impact on companies which need cash to further their R&D.

When you short a company you are depressing its SP, mcap and, for instance, limit their financing options. And if you are doing this to companies producing great trials results in the fight against cancer... you have to be a really insensitive scumbag that doesn't mind seeing people suffer and die from cancer (and stupid enough to believe cancer will not come after you or your family at some point).

So shorting innovative pharma/biotech companies is not illegal but deeply immoral/unethical. In the war against cancer, by shorting the likes of 4D pharma, you are actively aiding and abetting our enemy. It's that simple.

Just my opinion, not an advisor.

CrustyPete... I agree that you shouldn't bet your house on anyone's say-so here, and only invest at the level you comfortable with (and I would say never bet your house on anything, regardless of the potential).

Biotech is one of the riskiest industries to invest in... but with good research and risk/reward analysis it can pay ridiculously well. But I would never ever invest on the 'all eggs in one basket' basis (I.e. all money in one stock).

I have (for my standards) a big % of my portfolio here and really hope all our optimism and perseverance pays off.

Just my opinion. Not an advice.

Good morning troops!

Shorters can't be too happy about 4D's SP movement over the last couple of days. Things not looking to good for them, expecting to see our resident shorting scum clowns intensify their scaremongering over the Easter weekend.

I was holding here pre-Blaitix news when SP hit £1.80 or so... and that rise to 1.80 was on speculation that Blautix data would be so amazing (in gastrointestinal disease trials very rarely the case) that it would overnight lead to a licensing deal.

Just shows how little unfortunately PIs generally know about life sciences, which is a shame -because data was imo encouraging and showed efficacy in some patient cohorts/sub-samples - but market just focused on 'not statistically significant' bit in the RNS and the sell-off began.

That Blautix data update provided several months ago is really positive as a safe, well tolerated first prescription for newly diagnosed IBS patients (whether IBS-C or IBS-D) and in my opinion we could very easily see a commercial deal of some sort there for 4D.

FDA's update re Blautix should provide 4D (as well as any potential licensing partner) with an idea of what would be required out of the next trial to lead to approval- and Blautix generating cash.

So those that are just upset with 4D about the time it's taking to provide an update for Blautix need to understand that FDA's feedback is late ... and that pharma companies don't care about us being impatient PIs, for them waiting for a year in order to get more certainty around compounds approval potential (I.e. commercialisation potential) is worth the wait.

Now, if we hit 1.80 just on Blautix speculation, and we also have in my opinion really good RCC 0518 data update, we should see a real uplift on any news relating to financing or Blautix. Biotech market is in a downturn, but that doesn't mean that investors and funds are allergic to making money. We do need a few things to happen for us here, granted, but the potential is huge.

The above is purely my opinion, not an advisor/ investing guru so please do your own research before investing.

Borell... microbiome is considered a brand new drug class in the making. And 4D is at the forefront of that research. At this mcap a lot of investors (not aware of the distressed seller and various games played with the stock) probably think: ' if it looks too good to be true, probably is'. Hopefully a continuation of good news will provide more confidence.

There is an ever-increasing body of scientific evidence that gut impacts many different levers/areas of our immune defences - and there is a growing consensus in the pharma community that it is not matter of whether microbiome therapeutics will get approved but when - and in what specific formulation.

4D's approach so far, based on trials, appears to be very promising and I am holding with an expectation of a big pharma buyout. And relatively soon.

We all know who the prime candidate is to make an offer, but I am convinced many pharmas are looking and considering. I won't go into what I think 4D are worth based on their pipeline at the moment as I will be branded insane here.

Just my opinion, not an advisor.