Member Info for PhilGekko

I have heard contradicting things regarding our next catalyst - end of May and enf of H1 (end of June). Can you please confirm what you feel realistic timelines are?

Nightmare - when you are talking to investors it is to secure funding. In for a penny, in for a pound. You have to go in to win, no half measures.

I genuinely assume 4D are doing an incredible job on the Oncology front, I have faith in them - but Blautix is a completely different revenue stream/pipeline project and one has nothing to do really with the other.

If they have positive Blautix data to present - then they should go in all guns blazing. Regardless of whether we, PIs, check SP every minute or once a month. We are, in that respect, utterly irrelevant.

BTW this comes across like i am super critical of the 4D team - i am not, I think they are doing some really great things - but yesterday we played a "bad game" I think and they should take something away from that. All I am saying, still in full support of the 4D team.

I am staying with 4D mid-long term as i believe this company could be at the forefront of an essentially brand new drug class.Just my opinion, not an expert. But company can never have enough cash (especially one that relies on an occasional public offering) so I would rather see SP sitting today on 150 than 100.

And I see that SP/value perception evolution happening by getting more US capital involved - clearly Duncan feels that way which is way he has masterfully organised this SPAC.

We now need to make our shop window look better - and we can! I have been in HC consultancy commercial roles for nearly 20 years now - doing business with biotech startups and tier-1 pharma - and 4D in my humble opinion definitely has a lot to offer. Just my opinion, I am not a Healthcare professional.

Exactly, I am not a physician but I have read that it is apparently difficult for prescribing physician to pinpoint with 100% accuracy exactly what treatment to prescribe for newly diagnosed IBS patients (if anyone here knows more about this please shout).

If that is true than Blautix could be a great first treatment due to safety and broad efficacy - and investment community should know about this (again, if this is indeed true, I have read this but need to validate - and if P3 does validate current results).

Investment/ fund managers have scientists to analyse data - but at the end of the day they are the ones making the final decision and they do love to know very clearly how big the ROI is (and need this literally spelt out to them).

Johnnie, I am a big fan of quiet competence. But occasionally it is not enough (especially is the US). The article you submitted is written clearly by a recognised academic - however focuses on CEOs of established multi-billion organisations and is based largely on anecdotal examples (I.e. Apple, Daimler, Lehmann brothers).

I am a big fan of DP and AS (Duncan in particular). He is a great businessman and a business strategist but webinar lacked some basics yesterday (again, not talking about the phone line here) so they did not quantify at all the commercial opportunity behind Blautix (and why it could become the first choice for prescribing physicians). One of the analysts had to ask them how they would position themselves (!)

In US, at this moment, there are many very exciting opportunities in Oncology, Alzheimer, PD, etc. and we need a more clear business case for investors to make the cut. Institutional investors do make decisions based on data and hard facts rather than being pitched by a passionate salesman, but quantifying a clear business case with conviction never hurts (especially when you are a SME trying to break into a new market and win some fans).

I am a massive fan of 4D and believe in the company (which is why I am invested) but this investor communication could improve.

Ultimately if the Oncology trial is successful none of this will matter and we'll have pharma knocking on the door so this is not the end of the world, but would be great to see them being more positive and concrete.

To attract US investors you need substance (on novation, product) AND they need to buy into the leadership of the company they are investing into. They need to feel that the guys they are giving dollars to have absolutely all angles covered, have a clear sense of direction and project confidence.

Just having a great slide deck is not enough. Reality is that 4D still need to sell themselves. And there is nothing wrong in 'selling' themlseves. TESLA and particularly Elon Maks have successfully sold us their vision, that's partly why they are where they are.

Nightmare... you're 100% right, it's mostly about Oncology at the moment. But Blautix could be a real revenue generator down the line and more importantly it's an opportunity to put 4D on everyone's radar in the US investment community. 4D are a great company I think, but desperately need help with communication. I recently watched Benzinga small cap online conference with Nasdaq biotechs presenting their investment case. 4D really need to up their game (and not talking about the phone line, that goes without saying).

Me neither - thought it was down to my internet but I can hear everyone else on the webinar. And they have a solid business case to proceed with trials imho based on what i heard, but it needs to be delivered, communicated properly. really disappointed with this frankly

They have some relatively exciting data to share - why all this stuttering and tentativeness? They need to sell this, create excitement.

Also, can we get a working phone line for them???

There's a webinar today 5pm our time discussing new revelations surrounding statistical significance of Blautix trials. This is effectively rendering nearly all that negativism following the initial RNS effectively null and void (at least that's how I understand it).

Our SP essentially the same. Who is selling??? and why?

hasn't moved for 2 hours!

N01atLosing... I think there is a difference between PIs of random stocks on AIM hoping for US markets to open and save the day (i.e. "yanks are waking up") and a company actually listed on NASDAQ presenting to US investors with a Q&A session.

Does that difference make sense?

Calm down everybody. This will now get presented to US investors. One of them deciding to bite should start a positive trend - and in case we hear overt he coming weeks about a new Blautix partnership ... well, that would be nice

Plus... unlike when that sell -off happened (original Blautix RNS) we are now Nasdaq listed. And presenting this data to a much more cash rich investor audience. With data that appears to be showing statistical significance. Oh, and company is worth PEANUTS. ?? I am excited by all this.

Alluding here to that epic sell-off when the original Blautix RNS came in :) And well done holders for sticking to your guns.

To me this seems like a significant RNS. Blautix is back in play I reckon, should look interesting for partnering

Great to see some excitement here ahead of next week's webinars. If any hints are dropped next week re Blautix P3 partnership and trial design we should see a meaningful uplift. Also keen to se what new data they will present.

In terms of the oncology webinar I feel it will be more designed to educate US investors about current oncology pipeline and the overall progression of various onc. trials. Not expecting any big news there (hope to be wrong!)

Enteleon and Coldbrew... thank you both very much for your views, you are both right in your own ways in my opinion.

CEOs who are both scientific/R&D experts and also business savvy happen to be relatively rare beasts out there. While CEOs should obviosuly understand the science behind what their company is looking to achieve, their primary job should be on the business side of things (in my opinion).

Pharma organisation are increasingly interested in acquiring biotechs providing a tecnhology/platform rather than binary/single compound value proposition (all-eggs -in-one basket). In that sense 4D I believe looks very interesting to big pharma.

Glad to see so many people in agreement here. I am no hotshot investor but 4D seems to me like a no-brainer considering everything, hope webinars next week are as good we hope they will be.

Market believes that 2 webinars organised by the company (with Q&A) for next week (Oncology R&D showcase and Blautix-related webinar) are there just to talk about the weather? Literally no SP movement - does anyone find that strange?