Member Info for PhilGekko

BlueBelly... if 0518 data is good there should be no shortage of interested parties I think (least of all big pharma). £2 is only an mcap of appro. 350m.

You are putting a lot of emphasis on a buy out needing to happen this year. If we receive good news SP movement alone could provide enough headroom for a raise (placing). Current mcap is a ridiculous 50m and any good news should see pepple on the sidelines jump in (especially since more and more people feel that our distressed seller is slowing down and his shares are being hoovered up by someone).

That said, I do agree with you that if data is really good we might start seeing TO offers sooner rather than later.

Obviosuly just my opinion and based on 0518 data update being good.

Nelson.... agreed and as everyone is on the sidelines waiting for the seller to stop- those with a position are also selling thinking they should else get in lower once the seller is done. On top of that we have shorters spreading FUD (and those just looking to scare PIs into selling) and they are adding pressure. So selling and SP drop become effectively a self-fulfilling prophecy... a perfect avalanche. On top of that some people have also left as uncomfortable with 0518 data update delays... has to be said.

Just my opinion.

For evey company - there is a potential investor. 4D Pharma need to be better at selling their commercial/licnsing/TO potential to investor (however small or large).

US investors do require a bit more theatrics/presentation perhaps than some of the European/UK ones. And if 4D are already taking part in these fireside chats/investor presentations.. they should consider the audience. Basic stuff. Just my opinion.

Sangi... again, my comment was re the Chardan fireside chats event. If they (4D) are bothering with it, I think they should approach it differently.

I am happy also, to echo your post, for any retail investor out there to invest - whether UK-based or in Paraguay, for instance. Don't care, all money is welcome.

People are buying SNG at the moment out of hope that Activ trial might provide some hope. A lot of people have invested a lot and hurting at the moment, losing on a binary play is not something that happened with Forte only.

Sangi... please read all my posts. You again don't seem to understand what I'm saying.

For the record, I don't disagree that the current climate in biotech (and for 4D in particular) is difficult... just saying that in my opinion if you want to drum up interest and investment - it should be (and could be) done better. Otherwise, why bother attending these events? (I.e Chardan)

I have also reiterated on many occasions I still have full faith in 4D board and DP - just saying great CEOs are great because they know which tasks/jobs to delegate (and to whom).

Have no intention to argue with you, glad to hear you're accumulating.

Sunnyca... completely agree that DP should be there, we don't want investors to think that the CEO is hiding somewhere. But the person leading the presentation and answering any curve ball question from the audience/analysts should be someone with experience in BD/sales, who can inspire confidence without being obnoxious and sound 100% convinced in the final victory. If the question is relating to science/R&D - gets answered by AS.

Again, I have full faith in DP as a strategist behind 4D's vision and expansion plans. He doesn't have to be great at everything.

Sangi... you're very wrong. I know from professional experience over the last 20 years hat funds do keep an eye on innovative biotechs as they are part of the investment/R&D landscape. Some could even be disruptors, some could be very good early investment opps. Not all funds do this, some are less and some are more risk averse. The mere fact that Chardan fireside chats exists - looking into Microbiome space - confirms what I'm saying

My point is - if there is such a thing as this fireside chat - where companies 4D are looking to sell themselves - we need our best players on the pitch. Regardless of job title. If we don't have any pleayer - we need to get some in. Continuing failure is no longer an option

Re: Chardan fireside chats...

4D - please send people who are inspiring confidence to these fireside chats (investor meetings). I think DP is a good CEO and has my support - I do think that when it comes to attracting boutique biotech funds in the US it really helps if the research can be presented with passion, confidence, presenting market opportunity and clear business plan to the investors. Analysts do understand science, but fund managers/chunkier PI investors often don't and need to be spoon fed, in no uncertain terms, how and when they'll see their returns. Whoever at 4D is the best at this game, regardless of their job title, should be tasked with this responsibility.

This is one area where I know 4D could be much better. Especially when facing US investor audience. 100% confidence and belief required, 100% passion and even bullishness - no tentativeness and doubt. And smile occasionally please, you are sitting on a potentially groundbreaking research, show them you truly believe that please. For people who have invested collectively $2m @1.10 they should be able to communicate what made them so confident to do so.

The above is just my opinion.

Alicante Dave... thanks for your PT :) haven't heard it for a while, good to hear you haven't changed your BUY rating. Enjoy Thailand !

Alicante Dave... you are hillarious :) how 's Thailand today?

You just pop in here 2-3 times a day to voice your displeasure:) And let us know you're not shorting but just still not buying... ok, thanks for letting us know (yet again). At least you are consistent, I'll give you that.

All the best to you :)

Truant... just when I thought you decided to stop shorting innovative oncology biotechs and there was perhaps still some hope for your soul - you disappoint. Again.

Reminder - TWO big pharma companies disagree with your view of 4D's research being rubbish and have ongoing trials with 4D (one of which also has a stake In 4D). Presumably you know better than Merck and Pfizer? Seriously, do you know better than them??? Do you know how ridiculous you sound? :)

In response to your shock about SP dropping over the years - yes, company needed to raise finance through placing/dilution etc. Virtually entire biotech sector does that prior to commercialisation. Is that news to you?

You and your wolfpack should go short somewhere else. Remember you might end up needing oncology treatments at some point in your life, don't end up regretting this, life can be cruel like that. Be a decent human being and go do your thing elsewhere.

Potentially opens a new patient population/subgroup for them, what I meant was not sure whether big pharma affiliation would officially create any shortcuts ( after the whole Biogen aduhelm issue last year).

Michael... you're welcome!

The document just demonstrates that FDA are happy to accelerate if efficacy clearly demonstrated in a specific patient subgroup. Ecery additional option that might give Oncologists another weapon in their arsenal helps unmet needs across Oncology.

And it probably helps that Merck own a stake in 4D when it comes to maybe somehow endorsing/supporting 4D's case for accelerated approval (not sure of the mechanics of how/what that support would entail, if feasible). All of the above only possible if 0518 data update is great.

At that point other big pharmas might get interested in putting their paws on 4D. Suddenly no longer a £60m mcap company and a legitimate TO target.

Again, all of this is based on great data updates (primarily 0518). Without it none of the above is realistic.

Just my opinion.

If 0518 data update is positive (let alone amazing)... I think things could be moving very fast. Maybe my wishful thinking, but I think based on facts.

For those who think that it would take years and years and many additional trials for 0518 to hit the market (even if upcoming data is solid and showing efficacy) the below link might be a good read...

https://www.fda.gov/drugs/resources-information-approved-drugs/pembrolizumab-keytruda

Links within the document have information on the FDA guidance for expedited/accelerated programs. All I am saying is that 0518's combination therapy (Keytuda) has gone down this route already, which gives me optimism.
I am definitely not an expert and not pretending to be one, but all of this is in the public domain, easy to find.

The above is just my opinion as a private investor. Nothing more, not anyone's advisor (apart from my kids').

Ed... I would compare us to a submarine that's just gone through months of surviving depth charges from XBI, shorters, distressed seller... with many of the crew going insane with cabin fever in the process.... it's been painful, but finally aligning to fire our torpedoes! Good hunting.

Baker... a lot of things have happened since the 70s. Please feel free to do some due dilligence on microbiome and 4D pipeline before posting random comments and spreading doubt. I think that's only fair.
Your former boss probably wouldn't be impressed with anyone making assumptions backed with insufficient data./lack of research. Also wouldn't be impressed you have no idea how biotechs finance themselves while not generating revenue. You should look that up too, not a mystery at all.

Baker... what was that all about???
'...Confident listing of valuable assets in dense medical jargon cuts no ice with me,...'

Maybe this whole biotech jargon and biotech sector as a whole is just not for you? No shame in that, smart move would be not to post about it then and maybe focus on mining or some other sector. All the best.

AlicanteDave.... I believe you when you say you're not a deramper but maybe this is a good time to close your short:)

Joking aside, thanks again for reminding us of all the perils of investing in 4D :) and yes... it has settled, at least to me looks like it. Accumulation.

Good luck!

Michaelhighbar... well put. I am also cautiously optimistic, seems like more and more investors are jumping in (looking at the trades I think there might be also someone bigger very quietly building a position). If I was a boutique biotech fund I wouldn't want to make it obvious I was buying, instead I would send trolls to spread FUD among PIs to make my life easier. The trolling bit has clearly been happening over the last 3 weeks ('SP will hit low 20s'??)

As we always suspected it will come down to data. If 0518 is good we should see a repeat of Aug 2020 (but this time on an even bigger scale as data more clinically/stat. meaningful).

Let's hope we reach a nice level even before data comes in to give us an even bigger push if data's amazing.

Good luck!