Member Info for PhilGekko

Olderandwiser... No indication at this stage it should be anything else that what the company has advised - which is Q1. We still have 7 weeks to go till the end of Q1 so a bit early to be already worrying about Q2. At least that's my view, but I don't know and I haven't bugged 4D offices so all I know is what company and their IR have already announced.

Dylan... in my opinion it was a perfect storm of SO selling, shorters piggybacking, general market conditions (I.e. XBI tanking like possibly never before) and lack of news that caused this mother of all drops - current mcap is really a joke.

Not sure what else could've hit this stock to drag it go lower- and during these months of slow bleed we actually had a couple of relatively positive news, but overall market conditions and various opportunists just kept dragging it down. But if data update is good (predominantly referring to 0518) then we are laughing and none of this will matter. If big pharma buys this company over the next couple of years... it will not be for peanuts :) Good luck to all holders, eyes on the prize!!!

Robins.... haha, I hear you. Hopefully people rejoining the cause is a sign of better days to come.

Sangi...I'm glad to see you have a mindset again of an investor rather than a trader and do think this board is better with you on the right side of history :)

Hopefully our patience and conviction ends up paying off massively in the end. We just need good 0518 data I reckon.

Sangi... love your renewed enthusiasm and belief in 4D Pharma.

AlicanteDave... the only thing that is 'obvious' in relation to the distressed seller is that SO has, up until this point, offloaded a lot. The rest are just our assumptions, we just don't know and can only speculate. We can surely agree there.

I also think that selling hasn't stopped per se - but someone is buying. I do believe that, and relatively stable SP is corroborating that I think. So the question is what is the best time to enter, if you think the stock has potential. Each to their own, just concerned when people come to the board and start dropping conjecture /assumptions disguised as facts. Good luck.

@porky.... very kind of you, I know you are a serious trader and respect that but cannot agree with you.

You see, you keep repeating that SP as a rock solid bottom predicted by various chartists apparently...but for the last 2 weeks SP appears to be holding. Regardless of who is selling - somebody is buying. And that has been the case for a few weeks now which presumably means that sentiment is turning and those with a short position better be careful not to get caught by an RNS. If data is good could lose a lot of cash.

You have made a few bold assumptions there ... I.e. at what level funds would stop selling... but you don't know that. And you should not plan on the back of conjecture, but available data... as you know.

And available data says that SP seems to be holding. 4D has a pipeline that most companies on Nasdaq have with mcap of $300-$500m+.. 4D's current mcap is approx. £60-70m. Enough said.

Yes, 4D should have been much better at effectively selling itself to funds (do agree with you there, seriously underperformed there). But I remember the last Oncology update and how SP rocketed over a couple of days. If 0518 data is solid... SO selling will be irrelevant completely. But for now SP seems to be relatively stable.. which means more and more people are going back in. Just my opinion as a PI.

Good luck.

Alicante Dave... so you're not holding at the moment, just coming here to tell everyone the SP will fall further - because you're a nice guy. Because you know SO will sell to his bare bones???? How do you know this - play golf with him?

No, I don't know at what level SO will stop selling - I assume only he does. Also we don't know at what level some II will decide enough is enough and pile in. All of us have to make that decision - whether we are holding or trading hoping to time entry to perfection. You probably know how, I am sure you do.

So pretending like we know things for certain really doesn't make sense, makes you sound like you have an ulterior motive. Hopefully you don't. Share price has for last 2 weeks been relatively steady, so even if SO is maybe still selling - someone is buying.

Good luck to you, whatever your game is.

Guys... have a kit-kat. Btw, as with any biotech, if data updates are good- SP will explode. If not, it will sink.

The only difference here I reckon is that -if data is good - upside is ridiculously massive, we are talking about a potential market leader in a new drug class.

The above is my opinion, not a financial or investment advisor. Just a PI sick of people trolling. All the best!

Has anyone been abusive? Why are these posts disappearing?

Susnu... interesting. Not sure really if this is 100% relevant to us, even though their tagline "Didn't poo myself in Morocco" certainly does command respect.

Michael... we are fully in agreement. I worked in a SME that eventually got sold to a FTSE100 (over a decade ago) and have seen that evolution process when a startup is gradually becoming an enterprise. So I really have a lot of sympathy for senior management's daily plate spinning challenges within SMEs.
In context of 4D, last year must have been extremely tough - with CFO'S passing, market slowdown, distressed seller killing the momentum and discouraging other IIs to jump in (and getting Oxford Finance on board)

But communication and explanation for the delays/challenges definitely was very poor. I agree. Disrespectful. And if no results by end of Q1- or a tangible, detailed explanation behind the delays I am happy to buy into, I will have to move on as well.

In terms of what was frustrating for me- l do think that we now perhaps live in 'style over substance' times/era and DP was perhaps not the most charismatic choice to be the face of 4D when trying to drum up interest among PIs (most still thinking of microbiome as essentially a probiotic yoghurt). Not criticising Duncan as a CEO - really good business strategist (as a CEO should be, a great CEO imo) but perhaps we missed a trick there in terms of selling to a wider, non-biotech expert audience.

Some of the biotech binary plays in Alzheimer on Nasdaq -with one compound in Phase 2/3 - have daily SWINGS bigger than 4D mcap. I am sure you know this, not sure if everyone does. How did we allow things to get to this level?

Awarding options to Imke Mulder and the incoming CFO does make sense as you want to aligned them with 4D and reward loyalty - but awarding to DP and AS I cannot really understand as a business move, and in terms of the message that sent to the loyal shareholders.

Overall, I completely agree with your projections providing 0518 data is solid and showing efficacy... we do need that to happen first though.

Usual disclaimer: I am not an advisor, not to be listened to for investment advice. Just a PI playing with his ISA :)

My posting here helps me to remind myself (and everyone else for that matter) why I/we have invested here and why I am still holding. Helps me process everything and also happy to hear constructive criticism (based on facts rather than conjecture).

I look at the fundamentals here and the potential in my opinion is huge. But then, it's difficult to stay positive when you have people here spreading FUD and warning you to sell. Also, delays in data updates are not helping frankly and do make you wonder (especially with a distressed seller decimating the SP).

So, I really hope 0518 data update is good. With our mcap currently £60-70m that could really push us north massively I think (also reckon positive Blautix development maybe could but would perhaps lack firepower). Don't even want to think what happens if 0518 data is bad, that would be a real struggle.

We are in a submarine with depth charges going off around us. And have been for months. Hopefully we'll get to fire a torpedo soon :)

Good luck!

Crl123... there is so much focus on what the distressed seller is doing to the SP at the moment, but what people seem to forget is that the money we are talking about, and our current mcap for that matter, is for Nasdaq investors/funds peanuts! (Providing 0518 data is good and company is at the moment saying data is coming out in Q1).

If data does come through with flying colours - this company is immediately on the radar of funds... and that means distressed seller's shares would easily find a buyer I reckon. If 0518 data update is not good it will take a long time.for the SP to recover, but I am hopeful.

All of the above is just my opinion, not an advisor, guru etc.. just a PI.

Haha Porky... thanks for reminding me of the 'chartists' PT. Appreciated.

True to form I have started my averaging down this morning. Time to regain lost ground. Maybe I haven't timed my entry to perfection... but mcap is a joke in my opinion so happy to go for it.

Receiving positive 0518 data will be crucial to success here. If we get some kind of positive Blautix update prior to 0518 data that could help significantly the overall change in sentiment I reckon. Just my opinion, not an advisor, usual caveats.

Time to pray and hope for thes best :)

https://www.linkedin.com/posts/4d-pharma-plc_join-us-activity-6894238532139839490-yDGD

Interesting :)

I am choosing the right moment to top up. I feel it is coming soon, time to average down.

For those feeling down... please check out what is happening with PROVENTION BIO on Nasdaq.

Battered for months, shorted to oblivion... PIs were completely depressed after months of various shorters and derampers spreading FUD. However FDA just advised them to re-submit their application for Teplizumab (T1D)

Approx. 50% up over over last 2 days of trading. And rising, huge volumes.

If we receive good data here... anything is possible. I still very much believe in this company, 0518 news will be crucial.

I think there are a handful of people on this board not changing their tune every couple of weeks based on their position.

We have no way of knowing who will stop selling and when. Is this company's realistic mcap £60-70m??? Based on the pipeline, partnerships and trial updates so far? If you think it should be lower (and will be for whatever reason) then wait for that absolute bottom to pile back in (good luck finding one).

SO is not the only factor influencing the SP. For instance, LT have on Friday maintained BUY rating with LBPS target price of $35 - 764% upside (that will probably put it on radar of the US retail investors army, as well as some funds). If one of those funds deciding to a few million into LBPS... watch the reversal.

One news out of nowhere is all that is required her for the SP to erupt. We really need that to happen. Due your own DD please.

Patagucci... $35 of LBPS is approx. £3 of DDDD. Btw, if Oncology program alone is successful then I think it is much higher than £3. But we need to get there first (I.e. good 0518 data) and market is still sceptical of microbime, hence the reluctance of investors to buy-in. GLA.