Member Info for Porky9

Chardan Capital and Landenburg Thalmann they are the two brokers stateside. I put the tweet out of same yesterday:-
Https://mobile.twitter.com/Porky9Here/status/1508978161039872000/photo/1

Michael Higgins at Landenburg restated their VERY STRONG BUY rating only this week. Frankly though its not doing us much good, the recommendation is almost eight times the current share price, although volumes are picking up stateside which i guess is at least a positive.

Imke Mulder presented today at the Stateside Microbiome forum, she's our vice president of Research apparently. So news from that will likely be syndicated. Its clear to me they are engaging with other scientists in this sector and are considered VERY strong with this audience.
https://www.global-engage.com/event/microbiome/

Totally agree with @PhilGekko they probably do need to do more to engage with us on the retail shareholder community side, they are doing such great work but not making enough noise about it. Perhaps employing someone more charismatic than Duncan for the PR side is not a bad call. The science is already proving itself but in some cases its clearly over the heads of the average investor.

New research just out found those with lupus had imbalances in their gut bacteria, with a decrease in beneficial bacteria and an increase in harmful ones.
Researchers also found that medications played a role in the diversity and abundance of gut bacteria. People with lupus who took hydroxychloroquine (Plaquenil®) or high doses of glucocorticoids (a type of steroid drug, like prednisone) were more likely to have imbalances in the makeup of their gut microbiomes.
https://www.lupus.org/news/lupus-linked-to-changes-in-gut-bacteria

We are still discovering how much the microbiome effects our health and how taking specific targeted live biotherapeutics products (LBPs) to rebalance can help significantly improve conditions. 4D being market leaders in this space.

I believe we will see ever stronger results to trials out from 4D and a number of their drugs in trials will prove highly successful, just a matter of time.

GLA

We could do with an end of quarter update tomorrow to boost us.

Stateside looking string again which is a positive

GLA

As commented by @Devonlad

"if they get a decent result in nsclc, it will go boom. Immagine being able to take a pill with no side effects that helps with lung cancer, unheard of!
5 year survival rates for nsclc across all stages is 26%, sclc is just 7%."

Let's face it this is not just about investment return, we are talking game changing, life changing stuff here that will make a real difference.

GLA

@RPStock
Thanks for sharing that, indeed that's a heck of a lot of activity :}

Pretty sure we have Bavencio and a Monotherapy readout due anytime now, Bavencio definitely so, can't be far off.
GLA Shareholders

Also, do wish the FDA would get a move on, would like update on forward plans for Blautix which frankly IMO is worth more than the current market cap on its own...

Five days of rises and it’s like poets corner on this forum :)
Nice to see the positivity
Take Care
Pork,s

Very good @TDK :)
The Southern poster is not me for what it’s worth
See how it goes

Ferring Pharma https://www.ferring.com/ are a MAJOR Pharmaceutical group based in Switzerland with revenues north of 2bn a year. Now this group own a business called Rebiotix https://www.rebiotix.com/ which is a specialist bio working on LBPs and also trying to harness the power of the Microbiome.

Rebiotix is nowhere near the size of 4D nor is it in as many fields however, it has two drugs one of which is in Phase 3 trials approved by the FDA known as RBX2660 and this product is trying to reduce the rate of Clostridioides difficile Infection https://www.rebiotix.com/clinical-trials/rbx2660-clinical-trials/

This drug is having MAJOR success it had solid read outs in September 2021 and has had further positive results recently.
A report out late yesterday and reported in Pharmacy Times https://www.pharmacytimes.com/view/live-microbiome-therapeutic-found-safe-effective-treating-recurrent-c-difficile-infection
Confirmed 78.9% Success with this drug V 30.7% Placebo group which is an incredible result and proves its effectiveness.

Now I’m not saying that it is this drug that has helped create interest in us stateside late yesterday but when you couple this with the fact that Microbiotica recently raised 50m to work towards P1 trials of an LBP it endorses the fact that the market is changing its attitude towards LBPs.
https://scrip.pharmaintelligence.informa.com/SC146128/Microbiome-Modulators-Slowly-Nurture-Investor-Confidence

Investors are starting to take notice of this sector and moreover its delivering results.

Put simply, LBPs bloody work and Investor interest is on the rise. We are starting to see more data delivering proof of concept. I keep saying here how I believe that LBPs could eventually become bigger than antibiotics and it just really wouldn’t surprise me.

Appreciate that the Share Price has been a real pig of late, no pun intended. We are besieged by traders, shorter’s, the distressed seller and other pond life taking its toll here, but this period will pass, funds will move in, and bigger investors will move in, not to mention Merck will make a move.

For me I’m viewing this period as an opportunity to accumulate whilst the SP is down here. It’s a matter of time before we are well into a few quid Imo and shareholders start being rewarded.

GLA

Correction:-

8 LBPS Shares tp 1 DDDD Share

Still, even taking the lower Broker target of £28.23 that is equal to £3.52 a share and we are at low 50p's

BUY

Two new broker targets were just issued stateside :-
https://mobile.twitter.com/Porky9Here/status/1508978161039872000/photo/1

Keay Nakae and Ladenburg Thalmann both with BUY ratings $37 to $40 respectively

That's £28.23 and £30.53 converted to sterling. I would be happy to see us break a £1 at the moment

and a further +.57% in after hours

VERY strong stateside, Volumes much higher also, lets hope something leaky with the FDA ... can but hope.

GLA

Well they deserve it Phil, poetic justice, shareholders have really been through the mill here and what's sad is that the LBPs really work, we are seeing some fantastic results. Ultimately this has to be reflected in the market cap.

Onwards and upwards....

If were up to me i would ban short selling like they do in Germany but we are where we are

Really hope Duncan has an update ready to go for tomorrow, that might just do the trick on the back of todays increased short positions.

Ever hopeful, annoying as it is..

@HRGGibbon
Yes, clearly the increased shorts attack the rise and it creates frustration for the Retail Investor. The issue is that although buying interest is increasing the volumes are still low. Doesn't take much short volume to drag it back. However, the liability is increasing for them

Think about it if you have a large short what do you do, allow the SP to run away or add to it to try and contain any rise? protecting your existing position? This is what is going on here imo.

That's what has been done. As an investor we want the shorts to close ideally, so we should buy into the fall back and then the pressure really is on.

A further good news update and more buying interest and this is going to rebound big style. I know we have further updates shortly, they are sure to help increase interest and help force shorts to close. At some point they have to buy back.

With the data out already we know the business is sound, LBPs work so there are no concerns on that front, keep the faith we will be rewarded.

finally, a fund or some decent sized investors also adding would also help our cause.

GLA

Yes, i don't have it on my own dashboard but a number of software systems show you the volume. I asked a colleague about two weeks back and he was telling me it was as high as 4m short in small pockets. I cant verify that i can only verify that Bronte still had 800,000 short yesterday,

Could get interesting yet, not sure if current activity is closing shorts or new parties buying in. Eitherway, long may it continue....

GLA for the afternoon session

The only comment i would add really is:-

If you are LONG to a certain extent it doesn't matter if you pay 48p or 55p or significantly higher, to a certain extent its just a case of BUY or ADD and sit back and ride it out no matter how long it takes as long as you don't need the money.

On the other hand if you are SHORT you are now in what i would class as gambling territory. If Nemean is out or close to it, really you need other Shorters to join you to maintain downward pressure. The problem there is that adding to your short increases your potential liability if the Share Price rises and further good news and we have updates imminent, could encourage or result in new buyers adding.

Its only really a good idea to short if a drug doesn't work and that is certainly not the case here as results are amazing.

Further, to make it even more risky now for shorter's is the fact that there are other shorters already with big short positions still open that need buying back. Remember ultimately ALL short positions need buying back. Bronte is one such example currently with 800,000 shares SHORT. Would they start buying back before you do?? That's the gamble isn't it. Last one to close could pay ten fold.

As @PhilGekko posted recently "Do you feel lucky Punk, Do you?" and that is what shorter's are now faced with.

DYOR but based on the data out, i like the risk/reward ratio. Also, pretty sure we have Bavencio and a monotherapy readout before the end of this month, Bavencio definitely so only a few days on that. Volumes higher today than yesterday perhaps a few are speculating an update soon...

GLA

For those that didn't get chance to see it.

This is the write up to the recent update:-
https://www.biopharma-reporter.com/Article/2022/03/25/4D-Pharma-New-data-early-indication-LBPs-may-help-to-overcome-resistance-to-checkpoint-inhibitors

This is the interview yesterday
Expect to expand drugs into other areas...
Extended life of the worst kind of cancer patients
Milestones met with Oxford Finance and in further discussions.
https://www.youtube.com/watch?v=GeSzbAIWmr4

The talk regarding capital has been created by shorters as a further pathetic attempt to talk the share price down and create doubt to put off investors to support their short position. Talk of expecting another couple of pence discount off the share price.

In reality the company is well financed into Q4, it's not even a consideration at the moment, they have also confirmed they have met the milestones agreed with Oxford Finance so as such they have the option to draw down further tranche of capital to see them well into 2023 if its needed. They are currently talking to them.

Added to this there is a high probability of FDA confirmation this quarter and a licensing deal and we are awaiting two or three further updates.

It's a dam shame that this business having turned in yet again amazing trial data results, extending patients life, possible cure for the worst kind of cancer, improvements in asthma control, improvements in IBS, working to find a cure for Parkinson's all this amazing and frankly ground breaking work from a British Biotech we should champion and yet talk is on negatives.

Anyone would think that trial data results were **** and the business isn't worth supporting because that's what shorters would have you believe and frankly with the over selling of the shares here anyway the position wouldn't be any worse frankly. Bloody ridiculous.

See how events unfold, further updates may act as a catalyst for new investors to buy in and general further coverage of the breakthroughs being made may encourage others to support and IIs to take positions.

I'm still adding here as funds permit, what they are doing at 4D is incredible, the SP ultimately has to reflect that.

GLA

It's a massive point you make @researchandhold it really should not be underestimated the significance of the trial findings. Its absolutely game changing. Market clearly not caught up with this yet. I just think now with 4D share price being battered, shorted and totally smashed down it represents an opportunity for Merck to take out. I just think its a total no brainer for Merck. it totally supports their main cancer drug.

@Skeletor
I'm kind of on the same page as @Mikey279 you are assuming low volume days. The pressure is added shorts that will ultimately need to be brought back. Bronte for example are still 800,000 short. We do also have some key further updates to drop and they will likely encourage higher volumes. It would be good if one of the funds added to their position or someone new took a position as it would flush SO out if Nemean Asset still has any left and any shorter's with it for a major rebound.

@PhilGekko
He specifically says that he is in talks with Oxford Finance and the trial update was a milestone. The filing stateside allows them to raise on the NASDAQ end of this year if they need to, if Oxford extend further that could also give us a boost.

My own personal view is that the NASDAQ filing is actually a stroke of genius, reality is they wont need anything well into Q4 and if Oxford extend even better BUT what it does do is tell the market including Merck that they are secure and have no financial issues which prevents Merck low ball taking them out. I think the update last Wednesday is the biggest sign yet that Merck will acquire. If they don't one of the others will IMO which could cause Merck a problem longer term.