Member Info for PhilGekko

Do your own research and know what you own. Listen to the recent interviews, read the Wednesday's RNS again and, if you are happy with company's results, keep calm.

Market forces will take care of the rest.

Just my opinion.

Looking at the charts seems to me that's what's happening.

Just a joke :)

RiskReepReward.... take a look at other biotechs with a comparable pipeline and a similar trials successes.

Look at what Keytruda is worth to Merck, how it goes approved (accelerated approval) and work out what 0518 would be worth to them

Assume that at any point TO offer can land as 0518 data is showing real, quantifiable efficacy.

Look at the number of patents held by 4D and their overall IP.

Then, once you've done all make a judgment call if the company's mcap should be 100m and what it realistically could go to and how quickly.

Michael... with respect none of us have any idea what kind of talks are ongoing - and who with. Considering the XBI drop, passing of the CFO and SO selling up over the last 6-9 months I think that BoD has had some serious obstacles to overcome. Let's see now how/ whether they manage to attract investment following these last results.

Duncan has been great as the CEO/ business strategist... but someone else needs to be face of 4D when dealing with investors.

Just my opinion.

Duncan seems to have put an emphasis in this interview on Oxford Finance and similar vehicles to provide cash over the coming period, in my view.

Raise at these levels doesn't make any sense, and what people need to understand is that apart from PIs relentless focus on SO's offloading over the last 6 months this company has actually been increasing its intrinsic value - and dramatically.

Wdnesday's RNS is in my opinion a very significant building block in 4D's proof of concept. I am convinced that 4D's continued positive catalysts over the coming months will draw a first II to jump in, and believe sooner rather than later. The others will follow.

Remember, what biotechs do (if successful) has real value to big pharma. And they are happy to pay billions for that. And financing companies/lenders know this also. Just because PIs are more interested to talk about SO, tired of the SP slump since the summer - doesn't mean 4D's value to pharma is dropping. Data is king.

Just my opinion, not any kind of an advisor.

Researchandhold.... I am glad he added a bit of colour/context in this interviews.

For company to achieve these results with very advanced stage patients is truly amazing. They are prolonging lives of people who have exhausted all options. Incredible!

In terms of shorters and various people spreading doubt here... similar happened to me with Kadmon. Shorters were spreading FUD and shorting literally until the day $2bn buyout offer arrived from Sanofi. Never heard from shorters again (probably still licking their wounds).

Just my opinion.

James... I agree. Fundamentals are ridiculously strong. Did Duncan insinuate that it would be possible to get an additional loan from Oxford or did I get that wrong? Maybe I was just hearing what I wanted to hear.

This company should be at least $500m mcap at the moment in my opinion. Super strong, successful trials and ambitious plans on several fronts.

Just my opinion as a 4D holder, clearly biased :)

Thanks Porky! Please Duncan, smile a bit. You are on the road to treating cancer, you are apparently the CEO of a market leader in a brand new drug class!

Duncan is a great CEO, have a lot of respect for him developing 4D on so many fronts as well as the pipeline but he MUST get someone else to present.

I know at least a dozen people who would present this so well SO would be forgotten in 5 min ;)

Just my opinion, not an advisor.

Just looking at the charts now, Crouching Tiger Hidden Dragon pattern forming on the weekly.

We all know what that means :)

To clarify, the above is a joke. Please don't buy/sell everything you have because of some chartists' views. Assume this: vast majority of people have no idea what they're talking about. And no, they are not really making money from day trading.
Good luck!

Let's all sell/wait to fill some gaps ;)n the meantime - one fund either side of the pond decides to jump in - we kiss these 50p levels goodbye (possibly forever).

Investors invest into companies with solid fundamentals. Traders chase some bottoms and hope they're lucky not to be beaten to the punch by a fund/II. Each to their own I suppose.

For me, as an investor, RNS on Wednesday means all is great - just my opinion though, not an advisor so please make your own investment decisions.

Good luck!

I don't think that technical analysis is all rubbish at all, but clearly only works in conjunction with fundamentals analysis.

My issue is that our twitteratti chartists generally have no idea about the company, expected catalysts/timelines, cash runways, partnerships, etc. Also know very little/nothing about the biopharma industry landscape overall.

Many of them to be fair were just disguised shorters pretending to be ignorant and just using our distinguished distressed seller to prophess doom.

Why? Because they know everything. For instance, they called SP going down to 23p a few weeks ago. Some BS about some gaps and 2020 support line and some other random BS.

Also, when you are a chartist you don't need to read RNS'... and do any DD. And doesn't matter if company seems to be curing cancer. You just look at the charts and you know... hope to be like that when I grow up.

Sharcus.. that's incredible. Shorting 4D (an Oncology biotech) on Wednesday is an example of where greed meets evil meets stupidity. It will be beautiful watching them burn, look forward to it.

What it does mean is that we can expect various hit pieces online via various twitteratti as well as online biotech magazines/forums. I thinknitbhas already started happening and whenever I see that I know I am holding gold:)

It was great watching some of these shorters sweat on this board on Wednesday.. (I.e. ' so it showed some response in 4 out of 47 patients... ').

Just my opinion, not an advisor - just a 4D diehard.

Crl123... I am not expecting major news over the next week. Maybe enrollment related but nothing that will itself lift the SP massively. But 0518 Wednesday RNS update is truly massive, and I do think it will start attracting serious money and not just traders.

SO will be selling but one fund deciding to get involved (or Blautix getting the FDA nod) should move this quickly. And personally I think he has now way less than 2% left. But no guarantees that will happen over the next 6 days.

We have been through a lot of pain with this stock but Wednesday RNS says they've got the goods so stay positive.

Just my opinion as a 4D diehard.

CRL123... Did you just ask which other catalyst are due for Q1? Today being 25th March ... with 6 days to go?

Also... '4 weeks or so till SO is out...' ??? Really? :) I thought that depended on the volume/buyingvpressure/ II involvment etc. I assume Wednesday's RNS is making this stock a very different value proposition.

Blautix... we ALL know FDA update is expected soon/imminently.

Just my opinion as a proud 4D Pharma shareholder.

Good interview from Duncan. Yes, he has no charisma but luckily it won't be his charisma stopping tumour growth, but 0518.

And big pharma will not be forking out cash for Duncan's presenting skills but for 4D's proprietary IP.

0518 appears to be showing serious efficacy in triggering/switching immune response to allow Keytuda to continue with it's magic.
That is massive. Currently sitting under 100m mcap. Waiting for IIs to get involved now that SO is becoming history.

Just my opinion, not an advisor.

I would like to again thank those kind souls, team players, who sold their stock and made my top-up this morning (and yesterday) possible.

Sharing is caring. Thanks again!

Market reaction is based on PIs who generally have no idea what they own/hold and are happy to trade and run elsewhere to make money (I.e. mining?)

If you are an investor, all that matters is the robustness of 4D's pipeline and trial updates.

Because if their treatment can help stabilise tumour growth and help patients live longer lives/potentially reverse disease progression.... it wont matter at all what random PIs like you and me think. Real money will step in, as it always does when there's genuine value.

Just my opinion, not anyone's investment advisor (just my kids' I suppose)

Plus we have backing of a Top10 Phama company who presumably would be very interested to have a supplementary treatment boosting Keytuda's efficacy and impact on the host's immune system.

If drug is safe and showing efficacy it is unethical for it to not be made available to patients suffering from terminal diseases. It's just about how much data regulators would need to see to give it green light, that I don't know.

Just my opinion, not an investment advisor

What a joke :) hey chartists, good luck filling various gaps if TR1 arrives stating a big fund has taken a position on Wednesday. Also, we wowon'be receiving any more SO related TR1s... he will now fizz away.

Oh, read Wednesday's RNS again and tell me if 90m mcap is realistic :)