Member Info for Porky9

@Phil
Indeed, I totally agree that if the foundation could help finance the trial work it would free up and enable financial resource to fund further trials. It all helps.

Actually, it was pointed out to me via a contact on twitter how much work the Michael J Fox foundation has been doing with 4D regarding the process and ways to set up trials to get this moving forwards. The trials are due to start shortly, and update is expected, it’s just we haven’t seen any real coverage of any of this work so far.

Our main issue really is that 4D are doing all this great work behind the scenes but not shouting about it. We really need Duncan to be banging the 4D Drum here now doing more interviews with media, Vox, getting investor communities engaged etc and talking about this activity. Perhaps Duncan needs to appoint someone on the management team specifically for PR? This would be a really good idea.

Duncan has kind of got into a cycle of cracking on with the work behind the scenes but not keeping the investor community engaged. Sure, he is announcing the next exhibition etc, but most RI are not attending those exhibitions.

It could also be that when positive news was previously released by Duncan because SO was selling into it and taking the SP down it taken its toll on him. Any good news was just supporting the forced seller. Anyhow, that period is now over.

I was encouraged by Morgan Stanley taking a position stateside, only a small position I grant you, but it shows interest and others will follow. The news rich season is now before us and will change things for sure especially with the trial data readouts due.

It will also bring further investor confidence and support recovery of the share price

GLA

@Sang
I know you will be reading this, come on join back in the debate, if you genuinely care about the future of 4D your contribution counts, you can make a difference here.
Take care
Pork's

The news should be really if Michael J Fox foundation agree to sponsor a trial now that would be something. I don't see why not. Has Duncan approached them even?
GLA

Just found this article released last night:-

The FDA has approved UK-based 4D Pharma
investigational new drug applications for two drugs, treating Parkinson’s disease and will be in their first-in-human Phase 1 clinical trial in Parkinson’s disease sufferers in mid-2022.
https://www.geneonline.com/4d-pharma-cleared-to-investigate-healing-the-brain-through-the-gut/

More than adequate through to the end of this year moving into 2023 is teh current cash position. That could change significantly if Blautix gets the green light and the can license it out. This product alone would bring in material revenues and licensing fees.

My own personal thought's are that IF the data readouts on 0518 come in strong, Merck will make a move as it directly supports Keytrunda. Merck's investment in Keytruda is significant and the market space enormous

Time will tell

4D have made amazing advances with live biotherapeutics products LBPs and when you dig deeper into the extensive catalogue of filed patents, they control you can clearly see that despite the 14 products at various advanced stages in the pipeline this really is just the start.

They have the largest Intellectual property estate in the microbiome sector: -
https://www.4dpharmaplc.com/en/developing-science/ip

That’s 65 patent families, encompassing over 1,000 granted patents and we are talking worldwide patents. The US market being the daddy of all things drug related.

It’s hard not to get over excited by the potential here. I found this article in Medical News. It’s a few years old at the start of the development journey we are now on but highlights some of the other areas of interest: -
https://www.medicalnewstoday.com/articles/290747

What is surprising, this is in layman’s terms, is that the missing bacteria or excess bacteria or imbalance of bacteria in the microbiome is looking more and more likely now to be a major contributing factor to everything from Autism to Cancers to diabetes to mental health issues even Obesity.

Can you just imagine harnessing that power and getting this right? We are talking a life changing new class of drugs here. It has got to be worth having some of this stock in your portfolio.

I believe that as soon as the FDA update and they can move Blautix forward, I can’t see any issues myself due to it being 100% safe without any side effects and Duncan can update us on the data readouts on 0518 the change here to the Share Price will be stratospheric. I seriously believe we will be in the pounds not pence. Time will tell

Certainly, its all to play for

GLA

Interest in the Microbiome LBPs sector is clearly hotting up and 4D are really well placed to be the market leaders with its extensive catalogue of filed patents.

As an example Seres Therapeutics, recently confirmed that it is continuing to prepare its BLA filing submission for its oral microbiome therapeutic, SER-109 with the US Food and Drug Administration (FDA) for recurrent C. Difficile infection. Clinical trial data from the company's Phase 3 ECOSPOR III study showed that investigational LBP beat a placebo in treating C. diff infection.

So we are clearly now seeing success from LBPs in the market. I remain utterly convinced that ultimately LBP products will become as common place as antibiotics, I see this sector as being that big, its just huge.

Also, just yesterday, UK microbiome firm Microbiotica completed a €60m (£50m) financing round intended to fund its two lead oral live biotherapeutics (LBP) products being developed to tackle Ulcerative Colitis (UC).
https://www.nutraingredients.com/Article/2022/03/10/Microbiotica-raises-60m-to-tackle-Ulcerative-Colitis

Now whilst this is great for them, the reality is that they have just two products that are hopeful to start the P1 trials on this year and two products just at discovery stage so they are really just at the start of the journey. Yet £50m....

Meanwhile; here at 4D we have 14 (LBPs) established at various stages of progress, not to mention established manufacturing capabilities.
https://www.4dpharmaplc.com/en/developing-science/pipeline

Products Include 5 at P1 going into P2s and 2 at P2 stage with one close to commercialisation yet even with the recent revised interest at 41p we are still only at £72m mcap, the upside potential here is eye watering. Our current valuation is so woefully inadequate its painful.

Anyhow, all this is about to change as i believe that 0518 readout could well prove to be exceptional. I don't see why not as other LBPs are proving success in their respective areas and updates to this point have been positive. Further i can't see Merck wanting to continue supporting if the product wasn't adding value. This update alone will be explosive for the share price here although ultimately I do see us being acquired by Merck. It makes commercial sense.

As a side, as i commented the other day, i believe our Blautix product for IBS is potentially worth more than our mcap on its own! It's just crazy.

Anyhow, GLA the future here is looking very strong...Sooner those updates start landing the better. Anytime now...

@TDK
It is totally unfair to insult any shareholder that may have made difficult decisions at this time of uncertainty. The fact remains that the end of December deadline was missed, and the long stop date is less than two weeks away and let’s face it this confirmation is business critical.

Now the CEO has given the strongest possible indication that the deal is done and its now a formality and confirmation is imminent. Even yesterday that still remained the case. So much so that I commented same here that the update was indeed going to land despite me being possibly one of the harshest critics of the arrangements for 201.

Unofficially, based on what was intimated, I was expecting the RNS yesterday if not today at open. Officially (RNS 5/1/22) the statement confirms “by end-Q1 2022” so they have an obligation to update the market on or before market close on Thursday 31st March either way if they need to take it right to the wire.

Personally, I see no reason why the confirmation won’t land but it would be wrong to insinuate that it is guaranteed when the official notices from the company state otherwise.

Finally, the presentation and Q&A scheduled for 6th April relates to the Operational and Strategy Update. I am specifically interested in this presentation as I am hoping for clarity on how the prospective integrated services entity fits in with the revised business and forward plans. As a shareholder I have a vested interested in this business continuing to be a success.

Let’s see how events unfold, based on Wednesday’s buying activity there is clearly confidence in a positive outcome.

GLA

That 0518 data read out is what we need now to blow this well out of the 60s let alone early 40s...
Any day soon
two weeks to the quarter end...
come on Duncan...

If you have a small investment fund and one of your holdings takes a major hit and investors start pulling out you have no option but to reduce. Just how it is.

Anyhow, its been an albatross around our neck for some time now.

This will restore investor confidence for sure and make the impact from the various updates due that bit more beneficial. I wonder if this was a reason why another reason Morgan Stanley started buying Monday stateside?

Anyhow, whatever, looking positive for once albeit still a heck of a long way for the SP to go before placement holders to break even but we have to start somewhere.

GLA

Check it out guys...
https://mobile.twitter.com/Licensed2trade/status/1504062020597043206/photo/1

Finally, Finally, TFFT
Onwards and upwards from here.... Lets have those update snow and watch this bloody fly....
GLA

Jeeze RB what part of my post was negative?
Some here are just hell Bent on discrediting me regardless, yes I am ultra positive on companies I back/ borderline rampish, I get that but I’m well researched. I do my homework, I will also call it as events change
I couldn’t give a clearer buying signal if I tried this morning. I have no sinister motive
Talk about leading a horse to water
GLA

See how it goes, those updates land and could well be a game changer
Good to see the SP recovering but those in the placing need a three bag from here just to get money back- just crazy
Still if 0518 data is as good as we expect shouldn’t be a problem
GLA

David has been very vocal and major confident in countless interviews recently, I have total confidence in him and will at least give him the opportunity to deliver as stated

Yes, a few disappointed that there wasn’t a update at the AGM presentation but they are still on track.

This is one heck of a resource, one we need online ASAP. More so now than ever due to the Russia situation.

Be greedy where others are fearful - see how events unfold

GLA

I was impressed that Morgan Stanley had taken a position in the US. Only 260k value on Monday but a start. Let’s hope they add to it
Nice to see some blue chip further interest for sure
GLA

Assuming todays price rise is directly related to VAL getting 201 deal completed. From PYC earlier RNS:-

"Physiomics will receive a fee (capped at £6m) of 6% of any future net revenues that may be received by ValiRx relating to its commercialisation of VAL201 and its derivatives in any indication"

Likely jump again today as the News gets published, GLA

@robins
Yes you make a really good point, From the trial side indications are its VERY positive. I was referring to when Duncan is in a position to report back to shareholders. Hoping the reporting is still on schedule. That COULD be any day soon.
GLA

Some not keeping up here... no change

Well done all with Tuesday's rise +13.25% and the continued rise today on the Theo News which should give us another boost. GLA.

@Eddy123
In short: The fund took a material hit on one of its key investments which resulted in a crash of 95% hence investors pulled out and they had to materially reduce holdings. 4D being they were top heavy following acquisition of woodford fund took a major haircut.
Bottom line, fund is now either fully out or close to it hence downward pressure removed, excepting profit takers on rises and of course shorter's now have nothing to leverage against.
Meanwhile entering a news rich period hence COULD get very interesting from here.

This is where we are at:-
Solid Pipeline: https://www.4dpharmaplc.com/en/developing-science/pipeline
Needs no further explanation required.

BOD/Team Strengthening:
Sang did pick up on the appointment of Owen Vaughan to be fair.
Owen was a Senior Vice President of Alnylam, which has a $18bn mcap. Add this to this existing high profile members of the board, such as Axel Glasmacher and Imke Mulder - VERY Strong for forward growth.

The update on 0518 is due within two weeks IF they can remain on schedule. IF this is proven to work, this is a material change, by material we are talking SP step change imo. Duncan has confirmed 0518 update this Quarter on track.

Blautix - I mentioned earlier today, its proven P3. The nearest drug on the market that has pole position has side effects and is NOT effective for all patients, I genuinely think Blautix could prove to ultimately take the market for an IBS cure. This could be a fairly quick product to market imo and worth more than the current market cap in its own right. Will be interesting what happens here.

Finally, the bit i like. SO is either Out or close to being out, happy days. Downward pressure on SP removed. So apart from profit taking along the way we will start trending up now imo. Also entering a news rich period will also help.

See how it goes, the first update lands and away we go.

GLA