Member Info for Porky9

Just Out:-
Live Biotherapeutics ? A Novel Way To Treat Disease
Interview with Duncan
https://www.technologynetworks.com/tn/blog/live-biotherapeutics-a-novel-way-to-treat-disease-360566

All adds to help create further awareness of the great work they are doing at 4D

GLA

We are currently awaiting news at any given moment of the FDA decision for Blautix which imo will be agreed as it has ZERO side effects. This is our smaller drug line that focuses on IBS but ready and waiting for P3 trials.

It is well possible IMO that a big pharma, based on the excellent data out already, could take on Blautix on granting the P3, fund the closing trials and move it to commercialisation on an early deal. We are seeing this happen with other drug deals currently in the market.

This is what effectively happened to Linaclotide for IBS in 2009. The drug got grated P3 and Astellas jumped in and agreed a $75m early deal licensing plus plus milestone payments as it moved to commercialisation with escalating royalties there after:-

https://www.biospace.com/article/releases/astellas-pharma-inc-a-href-http-www-biospace-com-joblistingcompany-aspx-job_customer_entity_id-395648-and-source-newsjoblink-font-color-red-jobs298816/

The market space is worth 3.3bn a year and this drug currently has a big percent of this space. It generates commercial sales of 278m per QUARTER and is rebranded now as LINZESS®. The ongoing royalties alone on sales to this day are circa 4% circa 45m a year plus ongoing licensing fees.

This drug is riddled with side effects, our drug is not - which would you buy to treat IBS?

This deal is for just ONE product line. 4d have 14 in progress. Can you imagine with inflation what a Blautix deal would be worth now on an early deal basis? Seriously i recon we are talking at least $300m alone for licensing for Blautix plus milestones plus royalites. And this is NOT our strongest line, what's 0518 worth to Merck???

It makes our current mcap of 67m at best a bloody farce frankly BUT in time the SP will catch up here, we should be at least 10 times the current level at this point. See how events unfold.

The good news is that we may have just turned the corner now SO is out and the SP is starting to recover, I really believe this biotech is on the pathway to greatness.

Shorts will start closing, whoever is buying the stock stateside in this 40p range will declare a position shortly and up we go materially. The SP Can only be held down for so long...

All to play for.

GLA

Cracking start to our share price recovery.:-
+7.51% Stateside plus after hours brilliant.

Like to see this do an Aug 20 rally 40p to £1.80 now SO is out the picture we have every chance.
Today marks day one of the recovery...

GLA

Personalised Live Biotherapeutic Products (LBPs) medicine is the future IMO

Ami S. Bhatt of Stanford explains how the gut microbiome affects #cancer patients and recent breakthroughs to modify it might help cancer patients live better and longer
https://www.youtube.com/watch?v=22EDE6Fk6EE

* How gut microbes can be measured at the strain level
* How the gut microbiome can be changed by fibers, antibiotics, and live bacterial therapies
* How recent breakthroughs are helping researchers decipher communication within bacteria and between the microbiome and human cells.

If you are invested here and have an hour to spare its well worth listening to what she has to say.

It's clear to me the link between the genetic make up of bacteria in the microbiome and both major diseases and lifestyle diseases. It just makes logical sense that this could well indeed be playing a major part in why some of us fall ill and others don’t.

In the video she explains how the microbiome differs from human to human and that:
* There are circa 10 Trillion Microbes in our body
* This makes up 3% of our body mass
* There are as many Microbial cells in our body as human cells (Equal Parts)
* There are between 10x and 100x more microbial genes in our body as there are human genes so in terms of genetic diversity of our body our microbial genes do more of the heavy lifting in the body than our own cells do.

I am no scientist but given that information its utterly compelling to me that if you can successfully identify the exact microbial genes that are missing or you can create change with a personalised live biotherapeutic product it is going to make a difference and clearly all evidence is pointing that way.

4D are proving this with the data out in practically EVERY vertical they are working in. This is life changing, game changing stuff IMO.

I remain more convinced than ever that LBPs will become a major new class of medicine and is why I invest here. For more information on 4Ds LBPS also watch the video on the home page of the 4D website: https://www.4dpharmaplc.com/en

Just brilliant

GLA

Stacked questions and stacked selected reply with omission of positive salient points in order to drive home a negative agenda. Absolutely Pathetic.

The Investor deck is available and was issued just two days ago addressing much of this:-
https://www.4dpharmaplc.com/application/files/1316/4942/7573/4D_INVESTOR_DECK_APRIL_2022_-_WEBSITE_VERSION.pdf

- Not MAY it's WILL update including NSCLC - Duncan NOT tetchy when asked anything. He is honest as a days long. That comment is pure conjecture.

- The terms of Oxford facilitate actually TWO further drawdowns totaling 17.5m - There would be no point in having loan capital just to sit as cash at bank. ZERO benefit in fact. May as well not borrow if you can't use it. Utter crap, you are assuming the intention of the terms.

- Further Duncan has confirmed he is in talks with Oxford Finance. Give him chance to complete this and then update us as he agreed. This means that terms could be changed, you don't know what conversation he is having? for all you know they may even agree improved terms? But whatever the case, don't speculate on what you don't know. When the talks are complete we will know for sure.

You also don't know what other talks he may be having ? License or Trial funding you just don't know...

Any Share options he would have to buy. So to gain he needs to profit on the rise of any he does buy. So at 54p he would make nothing. When the SP is back at the £1.10 placing level he could make 1 x his money. Meanwhile if Retail Investors buy now they could almost 3 bag their money at the same price. As for Duncan's salary its in line with the market. He is clearly confident cash is not an issue and they can afford it.

FDA intend to move quicker now, the update could land at ANY given moment. Sooner the better. He will update on strategy when he has all his ducks lined up. Again, you don't know what other talks are in progress.

As i see it, is the glass half full or half empty..... @Sang is out so suits his agenda to be negative. Shame

Business has a lot going for it, lets see how events unfold. With SO out the picture now and the SP on the floor frankly we have a massive opportunity from here for some solid upside.

I remain bullish

@Harchris
I'm just ignoring him now, getting boring
Positioned superb now IMO
More shorts will start closing which will add to volumes.
Start of recovery

Closed positive, Onwards and upwards from here.
SO out job done
Looking really positive
GLA

@Sang
Well for someone as researched as you claim dick splash, Duncan confirmed in interview two weeks ago that he was in talks with Oxford finance and would be updating shareholders in due course.

Last year, on the 15th April they confirmed the release of the financials and confirmed the AGM date. It would not surprise me in the slightest if Duncan updated on the position with Oxford Finance at the same time.. Time will tell

Anyhow, you are gone now, you are out, no point in responding to you. wasted energy.
See you at £1.80

@Sang trying every trick in the book to de-ramp, really sad. Even chucking in a failed bio involved in food supplements that ran out of cash to add to his argument. Pathetic. 4D are market leaders. What a time to bail as the SP just gets started on its recovery.

Thing is we have been shorted so much this last year it no longer matters, nobody cares. The SP is so oversold and low down now it no longer matters. Its all up from here.

Shorts will continue closing and we will continue going north. Financial statement shortly will confirm Oxford Finance backing us. That's another 17.5m drawdown if they need it after Q4.

The window for spreading FUD and shorting is OVER now. Onwards and upwards from here

GLA

@Crl123
Catch up later's
The guy is just ****ing me off now, what a twat.

I will say no more on the subject, its just a distraction from teh ground breaking life changing stuff they are doing at 4D
Catch up laters..

Nice tweet just out from 4D confirming their support to find a cure for Parkinson's and support for Parkinson's UK.
https://mobile.twitter.com/4dpharmaplc/status/1513465472515284993

God dam awful disease, like to see M J Fox foundation help add finance to support trial work, would be just amazing if 4D get there on this one.....

They RNS later this week the finance report confirming the conditions of the milestones met for Oxford Finance and 17.5m of additional capital can be drawn down and it’s boom time for the SP
GLA

Interested in other thoughts on this?

We know that Keytruda is worth 17.2bn value per Year to Merck. Meanwhile we know that the data readout on 0518 was brilliant and could well become a major supporting drug to Keytruda.

Meanwhile, I believe that shortly the FDA will agree terms for Blautix going into phase 3 and again the data has been brilliant. Commercial market for Blautix is 3.3bn per year.

Putting all the other drug lines to one side, If I was say AZN or any other major Biotech, I would simply low-ball bid this now and take the entire business out at say 20-30% above the £1.10 placing rate. Say 300m offer and merge into own R&D Division. You are taking a petty cash transaction to these players.

Sure, many will say yes, counter bid etc etc and you are probably right but think about it. If I controlled this a) I would have the market for potentially a new class of drugs, 1,000 patents that’s practically every class b) I would make potentially a small fortune with Blautix alone as that one drug I believe is potentially worth multiples of any offer on its own and c) I could charge Merck an eye watering amount to license 0518 back to them as I would now own it.

So, with the above in mind, strategically it must be time to strike?? OR if I was Merck now after the 0518 data readout the very least, I would want is some kind of agreement with 4D that the product class would belong to me? Otherwise, I risk it falling into someone else’s hands??

The biotech sector this last year has suffered from delays due to covid and lack of Investment hence all the shorting. 4D have capital into Q4 and I genuinely don’t see any reason why Oxford Finance won’t agree the further 15.5m in draw downs taking them into 2023 I believe they will confirm this position in the next few days with the financial report. They could also raise up to another 150m on the Nasdaq if they wanted but they are in no hurry which is great for negotiations. But can big pharma ignore this opportunity??

Seriously, especially Merck who have a 17.2bn revenue asset per year in Keytruda strategically they would be mad not to acquire 4D if only as an insurance policy to protect their key product.

Its interesting for sure?

@PhilGekko
Hey , those short will anchor on anything, chart gaps, options, whatever. Matters Not, Any short stock will ultimately need buying back. Hopefully it will cost them to close out. The science works which is the main thing.
The share Price will catch up with it

Thanks for the cross ramp, I could give you a thousand reasons why i don't agree but that's for the Avacta board and not this one. Good luck in your investment choices.

@Roadking
Tend to agree, the book changed last week. The stock was going somewhere. Could well be a position being built.
Stock is in an Oversold position, another reason why i added on Friday.
Lets hope its a repeat of Aug 20 Bull Run going 40p to £1.80 that would do...
A heck of a lot of short stock here needs buying back, 800,000 short over at Bronte
Could well get interesting...
GLA

Salary has been at a reduced rate for 5 years
It's not out of line with the sector. They are delivering on the science. Data read outs brilliant.
The SP will follow.

@spbhoy
Fair point and point taken
GL in your investment choices
One man's havana is another man's poison as they say
Take care
Pork’s

I appreciate that these things take time and let’s face it investors are fickle and will chase the next rainbow at any given moment BUT come on we are down at £ 67m mcap valuation tonight for all of this – it’s bloody ridiculous.

With an extensive pipeline, manufacturing capabilities and partnered with two of the biggest pharma giants on the planet. Data results just amazing. News on debt finance takes us well into 2023, its all to play for.

OK the stock has been shorted to death with loads of stock still to buy back. The chump otherwise known as Oliveira has constantly wound down the fund selling all the way all year long and let’s face it likely shorted along side his selling BUT even allowing for all of that to now be at the August 2020 share price low is just tragic.

You look at our peers and they are 7 or 8 times our value. Today even crappy Avacta has increased its market cap value to £253m, that’s 4 times our value, really??? Come on the market makers really are having a laugh down here.

See how it goes. I think from a shareholder’s perspective if Duncan at least updates us on the Oxford finance talks that bolsters our cash position. The FDA pull their finger out and update on Blautix then there is a deal to be done there. We are totally in the dark regarding the vaccine progress so something there could be good, and milestone updates this quarter could also add to the mix and help bolster the share price.

At the end of the day, I added today again, the science is amazing but by God share holders have had a taken a beating this last year, time for that to change, its well overdue….

GLA