Member Info for PhilGekko

Borell... don't believe many people do. I simply wrote that because people do get carried away (I did go all in once but was lucky, easily could've ended up in a disaster).

I have broken my own rules with 4D and seriously overweight here but I think company hasn't really let me down so far, even though this journey has been very frustrating

Agreed. And just for avoidance of any doubt - regardless of how amazing outlook of any stock may seem - it is my firm belief that one should absolutely never invest 100% of their portfolio in only one stock.

This is not aimed against 4D (which as a LTH I believe is an amazing stock to invest in,as I believe people know here) but simply occurred to me that there are people on this board who do invest everything they have in one stock and hopefully this helps.

Just my opinion as a private investor, not an advisor of any sort and please do your own research before investing

Does seem like our distinguished distressed seller is history.

The damage he has done to this stock is extensive but I believe we will now be seeing a sustained rise as investors are realising the rises will not be sold into (apart from some customary profit taking as always, but nothing even remotely similar to the selling on a SO scale).

This is the return of the Jedi. Any news, and I do mean any meaningful news re financing/trials (let alone partnerships) will turn this into a stampede North.

Just my opinion, not an advisor or expert.

Sang I don't expect you to believe anything... not posting to change your mind or convince you of anything. Don't flatter yourself.

Thank you for your advice, again completely unsolicited and rather patronising- but I am sure well intended.

I have analysed the company and yes, like the rest of biotech it is a risky proposition. And amazed that you would invest 100% of your portfolio in one stock. I never would, which doesn't mean I think this stock at 40p is not a great value prop.

Sangijuelas... your last post only revealed that ...

A) you are manipulative, or at least insincere (I.e. better to not talk positively about the company and instead accumulate)

B) you believe that you can affect SP with posting on this board

I post on this board because it helps me deal with all the BS and manipulation we are being subjected to... I don't try to deceive people and say one thing while doing the other

Good luck to you.

I voice my concerns when companygoes out and present great data - extremely badly.

I voice concerns when I think companybis not doing enough (not being successful enough) getting traction with big money/serious investors (whether private equity, boutique funds etc)

But this company has been systematically pulled down by Delboy traders, shorting scum and various derampers and that Co no longer go on. People coming to this board should know how strong 4D's pipeline is and what the potential is. So if you call that ramping... then a lot of people here are rampers. But none of it is based on lies or misleading people.

You no longer have anything positive to post and are focusing only on the negatives (possibly to justify to yourself that you've reduced).

Whatever it may be it is strange how negative your posts are if you are still holding, especially considering your very bullish narrative very recently.

It's weird how he was strangely quiet all morning was SP was motoring north.

Sad.

Looking at that Twitter post those are not IIs - however I do think whoever is buying at the moment is either a large private investor(there are PIs investing in millions on LSE) or an II.

I do think there are parties waiting to be 100% sure that coast is clear and SO out before jumping in.

We could use definitely with an Oxford Finance update that would calm some people... the difference between 4D and the likes of Kaleido is that teir trials simply were not successful (if I understand correctly). To me it's clear that 4D trials are showing results so much more calm about money being found.

However that is just my opinion and based on my risk tolerance, not an advice of any sort as this industry is super risky.

I work for the KGB.

Yes they are. We'll done Sang for pointing that out so we don't get too carried away and start forgetting what happened to Kaleido.

A coincidence?

1. Blautix news (FDA update to some extent, but more likely it would have to be a licensing/commercial partnership)

2. TR1 with an II crossing 3% - signal to everyone on the sidelines that SO era is over and it's lift-off

3. Update from the company re Oxford Finance talks currently going on (if I understood Duncan correctly)

4. Any of the trials updates we are expecting imminently (even though they wouldn't make the SP erupt imo)

5. Any kind of news re partnership/TO talks or offer (even a rumour). In my very humble opinion after RCC update pharma companies have even more reason to pounce.

Have I missed anything?

The above is just my opinion, not an advice.

Pipsters... I thinknhe is engaged elsewhere. Some of his current plays doing quite well. Btw, it's mostly PIs that fall in love with the stock. I think SO saga is over. Thank God :)

Just my opinion.

Such is their life, either very sad people or getting g paid to do it. In any case, quite sad. Whenever SP looks to be gaining pace they are here.

Brace yourselves for some fresh deramping angles (I.e 4D offices have really rubbish carpets). They are running out of things to moan about, will be interesting to see where they go from here.

I salute all genuine holders who are staying strong here. I think we are in the countdown mode now.

Just my opinion, as a 4D holder and someone with a
vested interest here.

Sang... Funding is traditionally not a problem is data is solid. Because everyone knows if a biotech has a great pipeline and trials are delivering solid data... there will be a pharma buyer at some point and biotech is sitting on gold.

So real question is do we think that 4D is sitting on gold? If yes, market forces should take care of the rest. And Duncan is a good strategist (rubbish presenter I admit) and knows what he is doing business wise I think.

Just my opinion, not in any way an advisor.

Oh Sang. It's good you've reduced, you should only invest in stocks where you believe in the fundamentals, the management team, market potential and the scientific rationale behind their pipeline in (to the best of your/or your advisors' knowldge).

Soundrisky... hahaha... well if I didn't have a set of investing commandments (one of which stipulates what % of my portfolio I can have in one stock) - I probably would be also

That said I have gone very overweight here (I should call it Obese really) :)

If 4D turns into what we all hope it might... we'll all be laughing !!!

Sang. You should never ever go 100% on any stock. Regardless of how amazing it looks. That we can agree on.
I was never all-in here, and never will be regardless of how safe a bet it may look like. Nothing to do with 4D, just a good investing practice.

Sang... is FUD childish? Really? Didn't realise that, haven't noticed my kids use that term :)

You highlighted Kaleido because you're spreading FUD (sorry, using that childish term again).

It's probably best you've reduced then, seems like this is too much fornyou.
Oh btw, Merck has till 2028 to maximise on Keytruda sales , before it loses exclusivity. It is in their interest to have a combination therapy that extends Keytuda use and allows them to maximise on sales until 2028.

So, it really is NOT in their interest to see 4D go down. And if they (or any other pharma) make an offer and that offer is refused- there should be plenty of finance companies (similar to Oxford Finance) who'd want to jump on the bandwagon.

So please keep that in mind before you decide to share some more links of biotechs going bust. It is not helpful and looks like you're intentionally spreading FUD (sorry again).

Again, I think it's good that you've reduced massively, doesn't sound to me like you think this is a good investment any longer.

Just my opinion, not an investment advisor.