Member Info for PhilGekko

Was wondering who the green box was.... it's Masterblaster himself. For those not familiar with his level of expertise and understanding of the biotech sector I will leave one of his previous posts which should really help...

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Masterblast

Posted in: DDDD

Posts: 65

Price: 36.45

No Opinion

RE: Bot trades06 May 2022 11:20
Biotech is an emerging field in some successful businesses, not in 4D though.
Wait until it hit 20p per share Sang, Rampers will be proved wrong once again, next stop after that is 4p per share.

Done esta la biblioteca?

Dave... thanks... there is a great proverb that goes:

'After a battle, everyone is a general'

It's easy to be critical now... hindsight is a beautiful thing :)

As far as dilution is concerned... I don't think you understood what I was saying re using it as a deterrent. Clearly, also, we have different views on what 4D's compounds are potentially worth to in-licensing pharmas.

Again... it's easy to be critical now, wish things turn around for us and quickly. Good luck tonus all.

Dave... would you have been able to predict over the last 18 months or so (and warn 4D's BoD) that Forte would be crashing and Oliverira selling, biggest biotech market downturn in a generation will hit Nasdaq, passing of 4D's CFO John Beck, war in Ukraine, etc. ?

I don't think anyone sane is happy about the fact that a potential 100% dilution has even been suggested to us, but I am trying to understand whether it's just a nuclear deterrent used in any negotiations to ward off anyone thinking they can blackmail 4D into some kind of a commercial deal - or if there is something more to it.

Personally I am unhappy about 4D's inability to get more II involvment over the last 18 months, do think performance in that department has been rather poor... but I also think that company has managed to do incredible things in just 8 years so trying not to think emotionally but rationally when assessing BoDs performance.

Still don't know which way to vote re Resolution 9 but don't think it's nearly as black and white as some people here are making it look. Just my opinion.

Sileng... agreed. Btw, based on my 'back of a fag packet' calculation 40% of mcap last June is approx. 100% of current mcap. Coincidence??? Am I getting this wrong?

40% dilution was probably sufficient last year as SP was much higher than it is today.

Unfortunately 100% is probably what they would need now to show to anyone looking to exploit SP being in distress that company can raise enough to survive and keep the momentum going until an outlicensing agreement/TO happens.

Don't like dilutions, have been through a few here and on Nasdaq and they are not good but I still think this Resolution 9 is a tactical move by the BoD. If it is it's a smart one I reckon.

That said still haven't decided how I will vote. It is tricky. I hate dilutions but don't want to impede/limit BoD's maneuvering space by blocking this option for them. Tricky.

Sileng... imagine a following scenario:

4D is negotiating, right now, an outlicensing agreement with a pharma company for Blautix while awaiting FDA feedback.

Pharma are offering peanuts for Blautix thinking that 4D have no time to find another partner/in-licesning pharma as they have money for only another 4-5 months.

Enter 100% dilution card. This is where 4D politely declines lowball offer rom big pharma saying they have alternative, more certain means to finding cash (in addition to potential lenders) which can buy them more time to find another pharma partner for Blautix. If in-licensing partner (big pharma) actually want to do a deal they are this way forced to offer a realistic number/licensing terms.

The above can be applicable in any negotiating scenario... used Blautix just to add some colour/context.

Btw... if it turns out we get an RNS tomorrow that Blautix has been sold to a big pharma , just a coincidence. I don't play golf with anyone on 4D's BoD :))))

Just my wildly imaginative conjecture to illustrate why I think 100% dilution might be there to strengthen their hand in negotiation (even though, again, I don't feel good seeing it there).

Crl123... in negotiations with a lender or a licensing partner where they think you are desperate for cash and they can lowball you - having a potential 100% dilution card up your sleeve shows them you cannot really be blackmailed as in the short term you have enough to 'keep the lights on'.

I don't like seeing a 100% dilution option there but I am looking at the big picture. At least what I think it is.

P.S. I find comparison with Putin's casus belli in Ukraine not really relevant

Crl123... I believe 100% dilution is there to strengthen BoD's hand in negotiations. Basically that option says: we have a way out if needed, not desperate for your cash

Very useful cars to have up your sleeve if negotiations any financial terms.

Maybe I am naive I just can't see 4D's BoD actually proceeding with a 100% dilution unless absolutely needed, last line of defence.

Just my opinion, naturally could be wrong.

Good morning diehards! Nasdaq across my watclist was holding quite well last week. Has XBI finally bottomed out?

News of acquisitions of small biotechs by big pharma (as per my post re GSK acquisition of Affinivax) should help remind everyone of the intrinsic value of biotechs and their R&D... and how it translates to treatments - saving lives/improving patient lifestyles as well as generating huge sums of revenue for big pharma.

Seems like private investors have forgotten this, perhaps it's a good time for big pharma to remind them by completing a few more biotech acquisitions :)

Good luck all genuine holders, let's have a good week.

Robins... on LinkedIn they are listed as 51-200 employees.

Affinivax has a decent early stage pipeline and has been involved with The Gates' Foundation so clearly has been on the big pharma radar for a while.

We, 4D Pharma, are clearly on the radar of at least 2 big pharmas (Pfizer and Merck) and I would suspect all pharmas looking to move in the microbiome space.

I agree, let's hope we hear similar news at some point. The reason I brought up Affinivax was just to show to those claiming that biotech market is dead that it very much ISN'T.

For those saying that pharma are waiting for biotechs to bleed more before going on a shopping spree... news just in that Affinivax got sold for 3.3bn USD to GSK.

It's a small vaccine developer with a very interesting platform... (MAPS platfom).

Small, innovative biotech with its own platform...Does this sound familiar? :)

Jokes aside, very encouraging to see big pharma prepared to spend big to put their paws on future-proofing thier vaccine and therapeutics pipelines.

Good news for 4D and smaller biotechs in general... let's hope we wake up.one day to a similar headline :)

Mobilephoney... every holder of every stock in the world wants to see the stock they invest in rise. I have been holding here since summer 2020 and have been continuouslydoing DD on the company ever since. Yes, I believe it is the real deal but have no guarantees it will succeed and I always make sure people are aware that, however promisisng, no investment in biotech is ever risk-free. I am also not happy with everything (most notably 4D's inability to attract larger investors over thr last 12 months and awarding themselves options) but still think company's fundamentals/pipeline are great - could it still go down, yes, but I don't think so. So, that's why I post - because I am invested here and also I believe this company could genuinely end up saving and extending lives of people, maybe a leader of a brand new drug class. Which is incredible.

I despise shorting and market manipulation of small innovative biotechs as SP plays a big part in company's ability to raise cash and demonstrate stability of potential investors. This climate/culture of shorting these companies to the ground is something I find despicable, and people on this board know this. It is just evil - and when I see it I feel thisnurge to call it out.Shorting mining stocks and biotechs is NOT the same, whatever shorters keep telling themselves in order to sleep better.

Are people allowed to speculate here? I suppose they are, if based on facts and helps if they have some (any) understanding of the industry, have done some research on the company and can add value to the discussion. If they have done none of the above, are not invested here and are simply here to spread fear they are just bullies - robbing PIs out of their money and helping a demise of small biotechs. That's just evil.

Below is a prime example of someone who, in my opinion, has no clue about biotech sector, apparently not invested here and posting on this board only to spread negative sentiment.
The below is one of the funniest statements on LSE this year :)
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Masterblast

Posted in: DDDD

Posts: 65

Price: 36.45

No Opinion

RE: Bot trades06 May 2022 11:20
Biotech is an emerging field in some successful businesses, not in 4D though.
Wait until it hit 20p per share Sang, Rampers will be proved wrong once again, next stop after that is 4p per share.

Masterblast... hahaha you sound like Jedi ' I can feel your frustration PhilGekko..' I really hope for your sake you're just a bored student.

And yes, we all really look forward to you finding someone ASAP, will help you take the edge off. Good luck :)

Masterblast... one of these days a lady will appear that will do you and all of us on this board a great service.

I feel sorry for her but hope she will help your anger issues and allow you to move on.

Stay classy.

Master.... we missed you.

H2 typically starts in July for companies operating on calendar year basis.

DEMPS... same here. Don't trade really, mostly invest with conviction after my due dilligence and buy on the dip/average down if need be - but dont swing trade.

For me this is a stock that either falls through (in my opinion unlikely) or goes epic. The company is clearly struggling with market sentiment and needs to reassure us re finances but I hope it has too much going for it to simply fold in 5 months (as market appears to be fearing might happen).

And management has too much invested (financially and professionally) to just let the ship go down - in other words believe that Duncan is not maybe a great salesman but is a very savvy businessman. What he has built (with his team) is in my opinion really impressive.

We just really need hopefully some good news, and soon.

Just my opinion as a non-expert, not providing any advice.

RiskReepReward.... for someone who's chosen that particular nickname you are being a bit too risk averse :)

Yes... things are not ideal, thanks for letting us now. I heard somewhere that those who take risks reap rewards :)

Good luck :)

The choice we are all making here is...

1. If you think company will run out of cash in Q4 - you probably don't want to be there if that happens. That means you think that despite a very solid pipeline and relationship with Merck company will go down cause we're in bear market. If you think that you know what to do.

2. You think company will find cash on the back of its, in my opinion, impressive pipleine despite bear market (Oxford Finance, Merck, partnerships, loans). In which case the day that RNS arrives we, as PIs, will probably struggle.to jump in before the SP already erupts. For most PIs investing on online investor platforms that happens to be the case to my knowledge. So if you believe that 4D will find cash than you probably are holding/adding to ensure you are not paying through your nose once the good news is hopefully in.

We would all love to have an option of investing at low levels when it's safe to invest - but stock market doesn't play fair, especially for us PIs.

So make your own decision - the above is just my opinion, not an expert/advisor. Good luck to us all.