Member Info for PhilGekko

If any pharma makes any kind of an offer (even a very lowball offer, i.e. 45p or higher) the share price will move north and very quickly, most probably to a few % below the offer price, possibly even above the offer. Why above? Because then it becomes obvious to everyone that pharma think this is the real deal, in which case it makes it more likely that deal will happen at some point over the next 12-18 months and closer to 4D's realistic market value (as punters will assume that the inital lowball offer will be rejected). And I do believe that 4D are criminally undervalued at the moment and most people I believe do too, but are put off by the finances.

That said, we are far away from any offers I think (hope I'm wrong) and BoD first need to secure money for the company which should serve to lift the share price and also strengthen their hand in any negotiations (licensing, lender talks, TO)

I am certainly not expecting any TO deals to happen soon and not living in some kind of an illuison it's imminent. Bear in mind though that any commercialisation/licensing agreement for any of 4D's compounds should see the SP rocket, I am only hoping that there is something in the works re negotiations with pharma.

Just my opinion, not an expert or an advisor. And do not have a crystal ball.

Robins... can't see how any takeover now can make management money while working against PIs. Most people here have an average from 50p-80p I reckon, some higher.

Could the company go bust? In theory yes, this is where we either believe that BoD has enough experi3nce and firepower in the pipeline to secure funds - or not (clearly a lot of people thought so and bailed). A decision we all have to make based on our individual risk tolerances.

Just my opinion.

Bonnet de douche!!!!

Do you think that 4D will go bust and that BoD currently has no options based on the pipeline/patents/clinical successes/pharma contacts and partnerships/previous management experience?

If you think the company will go bust then sell and move on. Simples.

But trolling about the same 2-3 points and pretending like you know the future because of some constructs/forecasts you are making only on the back of current PUBLICLY AVAILAVLE DATA - that's immature in my opinion.

Nobody on this board has a crystal ball. I certainly don't.

There is a difference between being critical (while holding), not holding but occasionally popping in to spread FUD and waiting for a lower entry point - and then of course there are experts like Masterblast.

Those coming here to criticise while ignoring all the positives in order to scare PIs into selling... don't need them in a chamber.

There are many things about 4D I am currently unhappy with but trying to have a balanced view, not change my entire stance based on whether I am in or out.

Has Anakin returned? Or is he still Vader?

Probably Vader :)

Entirely agree. I thinkn all comes down to whether we believe that BoD has the skills, the contacts and the leverage to steer the ship out of the eye of the storm, and well away from it to reassure the market it's safe in the short/mid term (and then hopefully the science will take care of the long term?)

Offmessage... I think anyone posting on boards of stocks they're not invested in, with a sole purpose of annoying PIs actually invested, is by definition A CLOWN.

Or they are shorting an innovative cancer biotech and are happy to spread negative sentiment here... in which case I hope they Or their loved ones never get to need a cancer treatment.

Hahahahaha

Thanks Michael... all very sound, pertinent questions and will be interesting to see if/how they answer them.

Obviously science can only potentially continue to deliver if money is there to finance trials.

I really hope there is something meaningful to hear next week.

Most PIs actually have no idea what the real value of 4D pipeline is... based on LOA, comparable licensing agreements, IP/patent value, facilities, etc. and would just accept anything now to get them back into profit.

So no, if science continues to deliver I am happy to hold.
Know what you own.

Just my opinion, not an expert/advisor.

4D rubbing shoulders with some big names there as well. Current Mcap £45m (?!)

https://www.kisacoresearch.com/sites/default/files/documents/5.8_sample_attendee_list.pdf

Masterblast has upped his opinion/rating to 'Weak Buy' and increased his PT from 4p to 10p/15p.

That sounds very positive to me, glad to see you are now on the right side of history Master. Also hope you found a girlfriend. Stay classy!

Yes... they need help.

In the meantime... doesn't seem to me like we have a big seller dumping this morning. More seems like worried PIs selling and someone buying in chunks (a bigger buyer).

Whoever that is... fair play to them, takes guts to live by the 'Buy when there's blood in the streets...' mantra.

RNS this morning and 4D essentially hitting the support again could mean people piling in again.

Especially if any kind of news arrives prior to the pre-AGM meeting next week. Fingers crossed, hopefully the bleed stops now.

I think they must have received hundreds of emails from us all, and since the SP is tanking with people worried they had to react. And rightly so, should've happened some time ago imo.

To me it shows BoD are not planning to emigrate to North Korea/Cuba and are seeemingly happy to address issues. So taking this with cautious optimism.

Current mcap is £47m. Shorters and dermapers are pulling in weekend shifts and in a coordinates fashion reporting and taking down threads they don't like on this board. Utterly inase. Don't give into their drama.
If you want to sell - fair enough, we've been through enough pain here, I understand and regret we're at this point. I am also badly wounded here but trying to be rational, not sure how much longer I can take this.

That said, enough already withe this panic, AGM is in a couple of weeks and we'll hopefully find out more. We all have an opportunity to vote, I am hoping that PIs will have enough muscle in terms of votes to make a difference.

Company's IR is really bad, genuinely terrible I think, but this is still the same company as on 22nd March when RCC 0518 data came in. I try to remember that when I am really angry about all this.

I think of that old saying..."Buy when there's blood in the streets, even if the blood is your own".

Just my opinion, not an expert or advisor. I am clearly biased as a 4D holder and want this company to do well, despite the pain it's caused us. Also I think they might be at the forefront of a brand new drug class which would be really exciting. Ask those 4 RCC patients on the trial what they think about 4D... i.e. if it's rubbish or not.

Sileng... Great to see you post bright and early about stocks not invested in :)

Stay classy.