Member Info for PhilGekko

TO bids are not based just on current SP. Because SP is just one of many indicators (possibly imho less relevant one) when determining company value... in 4D case it would be pipeline and IP/patent based primarily. And 0518 alone
(possibly Blautix also as IBS-M/IBS first prescription) has potential to not be too far off approval process, especially if data continues to deliver. And pharma companies like to act early, as successful biotech (I.e. 4D in my opinion) will be on the radar of at least a few pharma organisations - so we never know when it is that they will have seen enough to decide to ponce and make an offer.

So an RNS arrives with a bid. SP rockets. If you re in, you're in. If not, good luck with some other biotech. It is that simple.

Just my opinion/conjecture based on trials continuing to be successful, please do your own research.

Mumbo... it's still in the 50s because unfortunately PIs are mostly muppets who have no clue about fundamentals and run from stock to stock chasing a few quid here and there.
Then when a fund steps in it, TR1 arrives and all PIs are back. And those who had a short position open end up being homeless. Careful.

Mumbo... time is running out for you to save your soul... hope karma doesn't catch up with, shorting Oncology biotech... careful with that :)

I think maybe you should increase your short? :) you seem confident yesterday's data was rubbish. Do it!!!

Mumbo.... you are back !!! Hope you managed to close your short yesterday. Can't wait to see what you've got in store for us , what's your angle now???

Time for you perhaps to do the honourable thing and start supporting innovative biotechs trying to treat cancer and save lives.

There is still some hope perhaps for you to save your soul Mumbo :)

Just topped up. Many thanks to those who sold and made it possible at 57p, you guys are team players.... appreciated.

The significance of the 0518 data update yesterday is HUGE.

Another proof that microbiome is here to stay. It is showing efficacy in Oncology and showing potential in another several therapy areas.

And we are investing in a company that is in the pole position in terms of trials successes so far, overall pipeline diversity and big pharma partnerships.

And that giant in the making is currently sitting at £100m mcap !!! If you are investing on Nasdaq you will probably agree with me that companies with similar pipelines and clinical trials outcomes have mcap of $500m+... and yesterday was a huge day for LBPS on Nasdaq... 20m+ volume , and prior to yesterday average volume was 16k :)

4D is now getting on the radar of US investor community, people are doing DD and wondering why 4D's SP is so low. I know because they are asking me. I believe it's just a matter of time before the mother of all re-rates starts unfolding.

Popcorn time!

Just my opinion as a 4D holder, based on my DD. Not an investor/advisor, please do your own research.

Katstrangler.... yes, of course there is a need to conduct further trials. But findings today are significantly derisking this stock and increasing the probability that further trials will be successful. We can probably agree there, and for all genuine holders today was an amazing day. Not because of the 27% rise, but because of what today's data means.

In terms of fundamentals this company is now stronger than before SO started selling, so it is reasonable to assume that market forces will eventually prevail and statrt pushing this stock to the £1 level and eventually to the new ATH.

What day traders and others are doing in the short term is less relevant really to genuine investors, and remember that big pharma are continously evaluating M&A targets and this company is now I believe a serious candidate.

Something huge happened today... we had 20m volume on Nasdaq. Many people today have heard about LBPS and are now doing DD. One fund getting involved in a meaningful way would suddenly make PIs forget about Duncan's bad presenting skills. I am very optimistic now that sentiment will start returning.. and very quickly!

Just my opinion... not an investment advisor.

Looks like a BUY :) considering current bid/ask... why would it be a sell?

OK... so all the day trading BS aside...

Today we got additional validation (some might even say confirmation) that 4D's research WORKS on some patients within this target group (if not mistaken 25%).

Obviosuly trials are ongoing but it is now becoming pretty bloody obvious (at least to me) that 4D Pharma have a strong, diverse pipeline of safe, easy to administer compounds showing very positive results in trials. Microbiome research has arrived.

Our current mcap is approx. £100m !!!... which is a daily swing of many biotechs on Nasdaq (many with inferior pipelines to 4D's).

So, time to sit back and wait for the news to spread. And those who want to sell and make a few quid from day trading (or don't want to invest in 4D because they don't like Duncan's accent)... they can kindly jog-off.

Again, congratulations all holders for the conviction and resolve to stick with the stock all these months.

The above is just my opinion, not a financial/investment advisor.

Christ... I 'd hate to be in Mumbo's shoes today. But karma is a beautiful thing -that's what people deserve when shorting companies trying to cure cancer. Don't feel sorry for them at all.

Hello Mumbo... surely you are happy that cancer patients potentially might have another treatment option soon with 0518?

Mumbo... hope you are not hurting this morning

What's your chart saying? We going to 23p today?

From what I've seen this is a GREAT result imho! Well done 4D Pharma team and well done all of you on this board for believing!

Also, this is great news for current and future cancer sufferers as it shows that microbiome might have a huge part to play in cancer management in future.

Good luck all!!!

Buy your tickets now. Rocket is in the countdown mode :)

Just joking, good luck to us... if what company is saying is true results are not far away... I they are good then it's blast-off time!
In all seriousness only invest at the level you are comfortable with, and do your own DD.
Good luck all!

Hi Porky.... Bavencio = Pfizer, maybe Duncan just made a mistake in the interview?

Oncology is maybe the biggest short term opportunity as there is potential for accelerated approval perhaps if 0518 data update is very good ( and you never know if a big pharma might decide to maybe make an offer to buy 4D).

But Blautix is also in my opinion very much still in the game, as a first prescription for newly diagnosed IBS (or IBS-M) patients.... there could be a real commercial opportunity there I think but needs cash/partnering.

Even if 0518 data is not great I am happy that 4D has a diverse pipeline , not a binary play, and SP is already so depressed so I don't believe downside risk from here is huge.

The above is just my opinion, not an advisor at all.

Doomsday clowns are back.

Ii was under the impression disclosure threshold for non-UK investors (and SO is based in Florida if not mistaken) is 5%. SO was already on 4.94% so as far as I know he did not need to disclose this....am I right? Can somebody confirm please?

Bucklefern... I assume you say that with plenty of experience running small, non-revenue generating biotechs? Every penny 4D can get externally means there is more money for remaining trials. Have you heard of Blautix?

Mikey... providing 0518 data readout is showing clear efficacy and safety, everyone's hope is that big pharma will move in very quickly with a TO offer. Keytuda is Merck's flagship oncology therapeutic and has itself gone through an accelerated approval process but 4D is one the radar of at least one more pharma (and probably most of them).

For all this we need 0518 data to come in strong. I will not share what I think 4D is worth if data is strong as people would brand me insane. If data is bad there will be some panic among PIs but I think downside is probably 30-50% in the short term...

Just my opinion. Do your own DD please.

Bluebelly.. no worries, I own both and the news this morning was largely expected (as a possibility) after the RNS SAB Therapeutics received some time ago. People selling this morning are predominantly those not really clued in and panicking. And frankly there is reason for concern but also the is some hope.

4D and SNG are VERY different value propositions. SNG is a binary outcome play, whereas 4D is all but binary (I.e. a very diverse pipeline with several promising opportunities). 4D also has active relationships with big pharma and is involved in a potentially brand new drug class. On another hand, SNG does have an investor that continues increasing (or at least was until recently) so time will tell. Very risky at this point obvisouly.

Just my opinion, not an advisor, please do your own research.