Member Info for PhilGekko

Sang.... unfortunately for vast majority of PIs it's more about the way they say things than what they say... I.e. 'style over substance'

Luckily for us all the voices of Merck are more interested presumably in whether the drug can that people.

Just my opinion, not an advisor.

HarChris... my reason for naming and shaming those forcing the placing narrative is because new investors, those coming to this boars for the first time, will often put off their deep dive analysis of 4D (and indeed investing) if they get an idea into heir heads that placing is imminent. This is what those pushing thisnnarrative are trying to do, and I guess to some extent they are succeeding.Even if they think that fundamentals are great they will delay their entry to avoid 'being spiked'. It's great that we are reinforcing the strength of 4D value proposition but we also need to address and point out those spreading FUD, lies and misinformation on this forum.

Also, we need to know who has integrity on this board and who doesn't if this board is to be a place to have a real conversation about this stock - I would.like to discuss any downsides to investing here as well because it's in all out interest, but not if it is based on lies.

Just my opinion, not an investment advisor, please do your own DD before investing.

MTSparky... can you please explain what you mean by 'drop is funding related' ? Are you are driving the placing narrative again? You did it yesterday already, why repeat yourself?

I understand that perhaps you haven't done much DD and want to hope you are not just blatantly deramping.

Oxford Finance loan still has 2 tranches left with conditions very likely to be met in my opinion. That nears additional 17.5m which should keep the company running till 2023.

Please do your DD before speculating about a placing. We heard you yesterday, no need to keep repeating yourself daily... unless you have an agenda? Hope you don't.

Everything I post is my opinion only, not an expert and not providing any investment advice.

Sobering warning to those shorting cancer biotechs (also referred to 'shorting scum')

Any kind of a substantiated rumour of a takeover offer from a big pharma (let alone an actual offer) shluld immediately catapult biotech's SP to the levels where pain will be unbearable and where shorters profoundly regret ever investing!

In light of the recent RCC data I am hopefully we are not that far from that moment. Just my opinion, not an advice.

People seemingly not very bearish but telling us placing looks imminent. Pushing the placing narrative persistently in an attempt to make it a foregone conclusion.

Placing at 37-38p would be silly in my opinion. Especially since it looks like loan conditions for both tranches will be met - which should be another 17.5m released for 4D and providing runway till 2023.

Shorters are desperate... running out of SO as an excuse for FUD, now they are scaring us with an 'imminent placing' even though company's financial position has not fundamentally changed.

Just my opinion, not an expert /investment advisor so please do your own DD and rely on your judgment.

Really, if you're gonna believe derampers dropping what is very clearly nonsense on this board (about 4D raising cash through playing at 37p) - maybe you should not be investing.

Company has alternative avenues to securing cash (currently through a loan from Oxford Finance) and looks conditions for releasing two tranches totalling 17.5m will be met - which will give 4D cash to continue trials and research till 2023.

Just my opinion, not an investment advice.

Buy high, and then when company is producing great data and meeting primary endpoints - you sell for some reason when price has been brought down by a distressed seller:)

Have I missed the memo? Is this a new thing?
Hillarious :)

I deeply regret not having extra cash available.right now to top up. That said I am already overweight here... :)

Just my opinion, NOT an investment advice.

Jollyspectator... below is your 'Strong Buy' opinion from 13 days ago. Important people know how consistent your views are if you are posting 'Strong Sell' views with TP of 17p :)
---------------------
jollyspeculator

Posted in: DDDD

Posts: 24,390

Price: 51.50

Strong Buy

RE: Hmm...24 Mar 2022 14:30
as long as you had some spare cash to buy lower....

dddd always surprises: could easily touch 40p imv given how weak "holders" are

& the upside here is fairly obvious (even without relevant scientific/pharma credentials)

Jollyspectator... do you think that those spreading FUD about cancer biotech companies receive a different cancer treatment if they, God forbid, become ill with cancer?

#thinkbeforederampingcancerbiotechs

This is plain wrong. But, I am surprisingly calm. That is because I don't need this cash in the short term and I am happy to wait for the stars to align here, as I believe they will and very soon.

We should hopefully see some people re-enter tomorrow to max out on their new ISA allowances.

Also, we should be hearing soon re the next tranche from Oxford Finance which should further encourage investors.

Also, I think this guy might be finally done now with his selling. Want to commend everyone here who's been holding through this sell-off nightmare.

Remember in the end comes down to whether 4D Pharma's research treats illnesses like cancer, IS, PD, etc. Everything else is secondary in my opinion.

Do you think it is realistic to think that a biotech with a pipeline full of serious potential (and with a big pharma stake in the company) will end up really struggling for cash?

Just my opinion based in my research, not an investment advisor so please do your own DD.

Robins... yes we need to meet conditions for the release of those fund by Oxford Finance.. My understanding is that for the first tranche (7.5m ) conditions have been met? Second tranche is 10m but conditions are very achievable and in my opinion unlikely to be a problem.

Ignore the white noise and all the customary BS on these boards. If you are looking into 4D these are the things to consider....

Q:Are the fundamentals of this company strong?
Strong pipeline, several short-term catalysts , finance in two tranches funding the company until 2023, FDA feedback expected for Blautix, 0518 trials currently meeting primary endpoint in Phase IIb in RCC

Q: Is the pipeline diverse?
A: Clinical trials currently being conducted in Oncology, IBS, Asthma, Parkinson Disease. 4D Pharma apparently has the biggest IP/number of patents in the microbiome space and is consider a market leader in what is increasingly looking (based on trials so far) as a brand new drug class.

Q:Are trials showing efficacy?
A: So far 4D Pharma trial showing tangible success, even Blautix full analysis data showing commercialisation potential for IBS-M (as well as a well tolerated first prescription for IBS-C and IBS-D patients). 0518 trials potentially could be eligible for an Accelerate Approval process by the FDA, as I believe Keytruda was also.
0518 RCC data update (Phase IIb) has met primary endpoint already and research indicates that bodes very well for efficacy in other cancer types as well.

Q:Does BoD have significant ownership/stake in the company?
A: Yes, both CEO and CSO have both shares @£1.10 worth $2m! I haven't heard of that level of investment by insiders AIM biotechs

Q:Is the company endorsed by big pharma organisations?
A:Yes, Merck with approx. 5% stake (and Pfizer via Bavencio trial). Merck also has Vaccine development partnership with 4D Pharma. Clearly, 4D is on the radar of big pharma looking to break into the microbiome space, which always make licensing deals/TO bids way kore likely imo.

Q: mcap is currently £75m! So, all this sounds too good to be true, if it was no way mcap would be thisn low!!! How is this possible?
A: We had a distressed seller, a major shareholder, who lost a tonne of money when one of his other biotechs (a binary play) crashed spectacularly and he needed to sell 4D stock to cover losses. He is either fully out by now or very close to it, he has been selling for months now (since the summer) and traders and shorting scum have been making money of that downtrend.

If you like the answer to the above then you know what to do. The above is to my best knowledge, just my opinion, and not an investment advice - do yourself a favour and do your own DD, the above should hopefully help.

Good luck all genuine holders !

Boonco... 4D Pharma has the potential to become 'Tesla of biotech'

Anyone willing to sell it for peanuts (if trials continue to deliver) is just silly!

Burstead... you are a very keen poster this morning. Wonder why? :)

Muck... my resolve to invest into 4D Pharma (and hold) is not affected at all by these clowns who come here to deramp and spread FUD. Actually, they embolden me because they are often an indicator someone wants my shares:) So, yes, gives me additional confidence I've done my DD well.

But, deramping and shorting erode SP. That creates a negative sentiment and keeps the market cap at levels that are not good for the business and limit finance strategy of the business. Also, unless a company has very little PI ownership, it keeps the other PIs away who are often also traders and concerned about being able to sell for a quick access to their cash if needed.

So that's why they (deramping clowns) are annoying. Not because I think any big pharma is listening to shorters' nonsense before deciding to put in a TO offer :)

Following FUD angles no longer work... you have tried them all (top 5 below), please come up with something creative as repeating the below is embarrassing.

1.'But SO is selling'... everyone knows he is either done or on almost there, just stop it.

2.'Oh no placing is coming !!!'... doesn't work- company is on track to receive more cash (in 2 tranches) from Oxford Finance, everyone is aware of this now, which should last them till 2023. My undersatndingbis that one of the two milestone has been met.

3.'Microbiome is rubbish, not really a therapeutic'... utter BS, tell that to 4 out of 16 people from the recent RCC phase IIB update , they might disagree :) it is safe and well tolerated - with pressing .epically need.

4.'But company spent 53m last year'... stop.it clowns. They have explained where the money went, it was one-off due to Nasda listing nostly and not reflective of real yearly costs

5.'Duncan hasn't attracted enough big funds/IIs - which means something is wrong' .... or it could mean that company's former CFO John Beck passed away and company needed to juggle many things (while securing a loan from Oxford Finance!!!). Leave Duncan alone, guy is a great business strategist.

Just a though: If you are shorting this... perhaps this is a good time to close and move back to your mining or meme stocks? This game might not be for you- might make you homeless. You have been warned, when big pharma offer arrives for a biotech company there is nothing ore a shorter can do. You better pray this doesn't happen to you here.

Just my opinion, not an investment adviser - I am a proud 4D Pharma shareholder

I don't think we are 100% out of the woods...but do think it is very unlikely (agree with you) that Oxford Finance would not be interested to restructure in light of RCC data. The whole 4D value prop has been massively derisked since Wednesday, this is clearly no longer a fluke and data I starting to stack up very nicely I believe.

Just because Delboy trader can't compare that we are experiencing volatility. Hopefully not for long.

Just my opinion.

Michael... didn't the RNS state that 1st January company had 15m in the bank? Or did I get that wrong?

Uxm484... most people have enough decency to not post when they are aware they know nothing about the industry. You don't have that problem.

Go worry about Suzy finding some money for Valirx and leave 4D alone. You are hopelessly out of your depth.

And stop trolling. Company has explained where the money is going and why last year overall expenditure was higher... related to Nasdaq listing. R&D costs are considerably lower - and let us, holders, worry about that :)

'Loan facilities are hardly the answer' you say - the fact 4D is getting loans means their prospects are strong, no lender just forks out $30m without being confident they'd see the money and interest back. One day when you get a mortgage you'll see how that works, it's really good actually.

'Unless the drug gets to market fast" you say - again, you really haven't been paying attention. 4D will never commercialise on their own.

Again... please go troll elsewhere and learn a bit about this industry before contributing, you're embarrassing yourself.

Many thanks!

That includes me btw :)

It is incredible how many people invest without any clue about what they own/hold. I think it was a mix of SO selling his last few stocks and PIs dumb enough to fall for the narrative these clowns were spreading this morning.

Once SO ,is done (I think matter of days) and positive catalysts continue it will be difficult for shorters to just keep shouting : ' oh there will be a placing'. Fundamentals always prevail and 4D's fundamentals are rock solid.

Just my opinion.