Member Info for PhilGekko

https://seekingalpha.com/article/4499010-merck-best-big-pharma-buy?source=copy_to_clipboardInteresting view of Merck... looking to find ways to diversify pipeline and maximise on Keytruda sales until 2028.Question for pharma patent extension experts: Would combination therapy of Keytruda+0518 provide grounds for extension of Merck's Keytruda exclusivity? In any case, Merck seems to be generating a lot of revenue and will certainly look to make as much from it till 2028. Does that mean it makes sense to get their hands on 0518 sooner? Just hypothesising here, open to debate.

Sharcus... I have been invested here for 18 months now and yes, it can be ridiculously frustrating at times.

Us getting involved from the front - I am all up for it. I have some ideas, do think we need PI involvment as well at this stage, getting American PIS involved would put additional spotlight also on the stock and maybe nudge IIs who are timing their perfect to jump in.

Sharcus... I wasn't suggesting you were lying, just saying that the story sounded funny. Partly because I had no idea Citadel were that involved, and frankly because IT guys tend to know very little when it comes to investment strategy and objectives of a fund. But could be wrong.

Re your idea to approach funds... we could organise ourselves certainly, but I am 99% sure relevant Life Sciences funds are already aware of 4D. From experience I know they all subscribe to pipeline trackers (not the £50/month online subscriptions but proper pipeline tracking and analysis from analyst houses)where they know exactly what's in development, timelines, MoA, etc. I do think that for some of them it is also a matter of deciding to buy into microbiome as a concept/drug class. For those who are happy to invest in microbiome I believe it's just a matter of choosing the right moment for them to enter. But I suppose it wouldn't hurt to try.

Sharcus ... sounds to me like an excuse a concentration camp guard would give... 'I was just monitoring algos'!.

Btw , interesting how he would (as an IT guy) know Citadel's 4D shorting strategy. Haha, that's is something people above his pay grade would know. Anyhow, that story sounds a bit funny to me but would doubt your credibility for a second.
As per my post yesterday one of the reasons many big shorters have made some epic losses is precisely because of overreliance on almost, and very little DD/fundamentals analysis. There are many examples.

Get used to it everybody. Karma is a beautiful thing though :)

As per Sharcus' quote of Britney Spears earlier: ' I still believe'

Good luck everybody.

Sharcus... there you go again with your fetish :) btw, tell you mate from Citadel that we all hope he never needs a cancer treatment. :)

Also, Citadel are known for making all the right calls? Never got burnt? Btw didn't realise Citadel had such a large short position open?

The entire market is down today, some very deep in red. Maybe that had something to do with the drop?

Sharcus... maybe you need to get some babe to hit you one more time?

Definitely helps.

Gold001... very interesting, hadn't occurred to me but very possible.

Burstead I tried to ask you a question twice, in English, but didn't get anywhere. Will leave it now :)

Was good talking to you, thanks for coming here to warn everyone about a stock you're not invested in.

Boonco... Duncan is a great CEO. Clearly driving this very successfully, despite some people's criticism.

But presenting is not his thing. And shouldn't be, he's the Commander-in-Chief, he can delegate that stuff.

Just my opinion.

Burstead... I agree with you. But can you just answer my previous question as genuinely confused.

What's your angle here?

You're not invested but just send messages all day to warn people because you're a nice person? Is that right?

Boonco... you might be asking for too much there :) I mean he managed to crash SP 20% during investor call despite 0518 seemingly helping treat cancer :)

I can promise that I will try to restrain myself.

Since the last mention of 'you know who' on this board - Mr. Forte.
Great... let's make it three hours :) Life without him is possible !

Burstead, you're not here to be liked? But I thought you wanted to help people, must be annoying when people don't like you.

What's your angle here?

You're not invested but just send messages all day to warn people because you're a nice person? Is that right?

Seriously if you are I appreciate that, I mean this is costing you a lot of time and not many people have that much time to give, nice of you. Thanks!

Fairdealer... this might help you, when you have some time have a read.
https://www.handbook.fca.org.uk/handbook/DTR/5/1.html

He dropped below 3% so had to declare.

Now, let's stop with this SO infatuation. Time to move on. Incidentally, have you red the RNS from last Wednesday?

TR1 will not be issued. He is below the threshold.

People need to quit their SO fetish.

https://twitter.com/4dpharmaplc/status/1509080563386404866?t=COIBQ42Nx9G8WBiXf3n-hQ&s=19

RRR- all depends what any potential TO offer would be... if it's over $1bn than certainly pushes over £3.5.

And for those not really into biotech industry and basing everything on the current SP it helps checking what other companies with similar pipelines and clinical trials success rates have achieved.

Also, it's worth working out ballpark what 0518 alone (if trials continue showing efficacy) would be worth to Merck. I have done this but will not share any numbers here as shorting scum would immediately accuse me of ramping.

Just my opinion.

RareGroove... men wanna be like him, women wanna be with him.

One investment news (Blautix FDA or partnership update, II involvment, Oxford Finance update, etc) has to push this north, and very very significantly.

Shorters very often don't really do a huge amount of DD, they follow algorithms and also have different targets/timelines.

This could overnight turn into a spectacular shorters' bonfire. They deserve it and look forward to it.

Just my opinion.