Member Info for Porky9

Uploaded on the website now under the events section:-
https://www.4dpharmaplc.com/en/newsroom/events

The Asthma update was specifically encouraging.

No Brainer buying at this level:-
Mcap upside potential V downside risk is very strong for investors currently
I continue to ADD

We have a number of Read Outs about to land..

There are THREE main catalysts that could change everything materially:-
• Blautix Partner for our IBS Treatment with upfront payment
• MRx0618 Keytrunda Combo Part B data – Confirmation it works in all six Tumour groups and accelerated approval study. Could trigger further Merck Collaboration and upfront payment.
• Vaccine indications confirmed and payments

Plus we have other catalysts:-

• MRx0518 and Radiotherapy combo part A data in Pancreatic Cancer
• Start Bavencio 518 Trial Q1 2022
• Start Parkinson Trial Q2 2022 – Part Funded by M j Fox Foundation?
• Start Asthma Part B Trial Q3 2022
• Start Part B Monotherapy Trial
• Start MRx1299 CAR-T Trial

GLA

Most like me remember the 24/7 constant barrage of abuse and de-ramping by Avacta holders last year on this board telling us how PCR was dead and how the miraculous Avacta LFT was going to be the “Sovereign Test” and the greatest thing since sliced bread?

Now we discover than unless you are bloody riddled with Covid the test is as useful as a chocolate tea pot. Bloody marvellous.

But onto more important matters, the LFT use argument was well documented, but government still went for the Chinese crap anyhow.

Novacyt need to get their rapid PCR test out now and something needs to be done about PD getting the outstanding tests validated.

They are taking far too long now, I genuinely think they deliberately holding them back for political purposes to support the decisions around buying cheap imports over buying UK quality.

Waiting on the results statement now

GLA

@Wolfie
Happy New year to you
I find it bloody shocking frankly, I just can't believe the madness of our government.
Opportunity to put the infrastructure in now for the future and they just ignore it, Jeeze they cant even approve the back logs of tests and this is all to support the earlier wrong decisions of buying crap from china imo.
We will be no more prepared for the next pandemic than we are for the last few waves. Joke

H.C. Wainwright BioConnect Conference today is at 7.00am in the USA which is 12.00 midday here
You can register to Watch presentation online at Events:-
https://www.4dpharmaplc.com/en/newsroom/events

@itsacasino
With respect, don't selective post cheap comments regarding other stocks that have totally different issues and reasons behind why their valuations change - each stock has its own merits .

If 4D put out data readouts this quarter demonstrating that LBPs didn't work and were a waste of time the material downgrade here would be justified. As it is, its quite to the contrary, the IBS Blautix update was positive, likewise the Asthma trials update.

I'm expecting the big updates to also advance this. Data out of Spain and other research is also indicating same

DYOR and make your own calls.

Pork's

Yet more research linking lifestyle, autoimmune and other disease blamed on western diets and changes to our microbiome

Global spread of autoimmune disease blamed on western diet:-
https://www.theguardian.com/science/2022/jan/08/global-spread-of-autoimmune-disease-blamed-on-western-diet

“Fast-food diets lack certain important ingredients, such as fibre, and evidence suggests this alteration affects a person’s microbiome – the collection of micro-organisms that we have in our gut and which play a key role in controlling various bodily functions,” Vinuesa said.

“These changes in our microbiomes are then triggering autoimmune diseases, of which more than 100 types have now been discovered.”

Guys, i really think this sector is about to get RED HOT, evidence is building and the next readouts from 4D are going to be transformative - watch this space

GLA

Also, it will only take one positive update, or one fund to move in or add to do it, hoping HCWO Conference presentations Monday also helps add some interest.

I genuinely estimate our short-term downside max risk downside here from 48p whilst awaiting data to be about 4-5% max as we are down to £84m mcap on Friday, but you need to allow for the spread to buy back not to mention the risk of being locked out of trading when the rush comes. Heck i had to pay OVER the ASK on Friday for just a £7k ADD the MMs probably have a clearer idea of how much stock is short and out on loan.

Market Cap now at a mere £84m:-
https://www.hl.co.uk/shares/shares-search-results/4/4d-pharma-plc-ordinary-0.25p

Meanwhile, I estimate short term upside could be 300%, genuinely can’t see the point in being short down this far unless you think LBPs have no value despite the contra evidence coming out. If they drop a major update this one could just gap up massively, we see it on other BIO stocks periodically.

Good luck anyhow whatever your call. What ever the case, will be an interesting week, i continue to ADD

Oh, actually I was being totally sarcastic I mean come on does anyone really buy into any of the following BS lines people post when they want either a lower entry point or a to support a short: -

“It’s looking like the SP is going to fall to (insert any figure at least 25% lower than where we are), I really hope it doesn’t”

“I’m expecting the SP to fall to (insert any figure at least 25% lower than where we are) I will ADD more when it does”

“Massive GAP to fill (insert any range at least 25% lower than where we are) so it’s heading south for sure, I will buy then”- Jeeze if only I had a quid for every gap that needs filling on the stock market….

“Sold all my shares” and I want everyone to know I have sold (hoping to encourage you to do the same)

“Someone was saying the share price was going to (insert any figure at least 40% lower than where we are) but by my calculation it will only be (insert any figure at least 25% lower than where we are) “ – arr that mystery person again to save us with zero basis for the calculation.

Although I did like todays fib retracement suggestion, just love a fib quote or a head and shoulders or a doja start formation quote or golden cross that’s well ermm crossed out, lol.

REALITY CHECK, surely more shorts actually open here than we think and that’s great, all this stock needs buying back. Bit of a trend currently for would be amateur Shorter’s that also joined the party BUT there is going to be some serious casualties shortly.

The 15% afterhours uptick on the NAS will make a few think.

I said Friday I thought shorts might be as high as 6% but I now think it could be significantly higher based on sector shorting it maybe as high as 9-11% made up of loads under the .5 declaration level.

BUT The reality here is we have an absolute ton of updates due:
https://mobile.twitter.com/Brabo83/status/1480124695513026562

Many of these will be explosive for the share price which is on the floor. Shorting at this level is pure madness, as such I’m expecting an absolute stampede for this stock shortly as these shorts close out.

Duncan was right to award options to the new CFO and the board at the low point, he won’t get the opportunity again at this level once the data starts flowing and he knows it.

Really hoping the Shorter’s take a beating this week. I suspect that's what's going to happen,

GLA

Always good to check with “they”

They had the revised Share price actually at between £1.50 and £3.30 think that’s where you got your figures from

Should prove to be a good week

*bored

Don't know why i should even respond to you @Meeja, but for pure amusement purposes do please explain how you arrived at your 33p Share Price calculation?

You see we closed at the August 20 low Friday:-
https://mobile.twitter.com/Porky9Here/status/1479855357652619266/photo/1

That's 47p or Just shy of £85m mcap
https://www.hl.co.uk/shares/shares-search-results/4/4d-pharma-plc-ordinary-0.25p

At 33p that's about £59m and the 15p makes it about £25m market cap so with the :-
Updates Due:
https://mobile.twitter.com/Porky9Here/status/1479847406195851269/photo/1

The potential Product Pipeline values in line:-
https://mobile.twitter.com/StockZombie/status/1479846242989621253/photo/1

Over 1,000 patents and dominates the LBP sector, the placement valuation at £1.10 with progress since and significant investment, do please amuse and tell how you arrived at 33p because it just looks to me like a number plucked out the air perhaps to support some down spread bet or maybe you are just plain board?

Sooner the updates flow here the better so that focus moves to more important matters

GLA Genuine holders.

The recent spike in de-ramping attempts to encourage further retail sells is no coincidence. Steven Oliveira fund disclosed they were down to 6.8% last week. I suspect its already much less.

The fund took a hit following the collapse of Forte, but the good news is they are still trading and VERY much active see current holdings: -
https://fintel.io/i/oliveira-steven-michael

So much so, literally days ago on 21/12 they increased their position in BNTC
https://stocktwits.com/symbol/BNTC
See News ticker on the left

As such, I believe that this is more now a rebalance exercise of the fund which was top heavy 4D rather than them totally cashing out. Further, to sell more stock at this low price would take them into loss making territory and as such If I was the fund manager unless I knew something specific was going massively wrong at 4D I would probably cap my holding at 5% in line with the other portfolio investments.

Meanwhile, the sector per se has taken a hit and many chancers and shorters have got right on the bandwagon. Doing little research with 4D they have smelt the fund selling and opened short positions knowing the stock would fall especially with low volume and the fund selling. BUT these shorts ultimately need to be brought back.

I recently calculated that shorts were about 3%, I think that figure could be materially higher with many others not declared under .5% we could be looking at as high as 6% short here it would not surprise me.

The issue they now have is that with SO fund likely close to completion and of course the big elephant in the room is that major news is likely to land any time soon. Stop losses are one thing but I added on Friday, and I was having to pay a premium. They are taking stock in but not letting it out as easy, I think MMs are expecting high demand shortly. As such this is not a stock I would want to short now, much much better targets out there.

Also, this stock turns NT very quickly when it gets busy hence, I believe shorts are in for a royal spanking and it could come as early as next week. The clock is ticking. A few will start closing then we will have a stampede on our hands. Those daft enough to try and squeeze this one that bit more could end up paying one hell of a premium to cover on buying back. I wouldn’t risk it myself.

Let’s see how events unfold but I’m currently filling my boots on these lows. I’m in for more on Monday following my further research. F’ck them, this is a time to BUY for sure.

GLA

@PhilGekko
Good New Year to you
Lets face it, you don't post on a board unless you have some vested interest somewhere along the line. Heck I hold a number of stocks and mainly spend my time where i think i can add value or the SP needs a boost and i can help create interest. Lets face it with 4D the SP is on the floor hence why i'm here.

Many others here have come to create fear and hope retail sell, they need retail to sell. If they are short they need to buy the stock back hence want the lowest price and if they are not invested they really want to drive the price down if they can for lower entry points.

Personally, i don't much care for them. Its about to blow here big style shortly and they know it.. More than happy accumulating at these levels.

This will just gap up on the right news... its happening

GLA

@Davemcmanus
With respect please don't try and second guess my position OR my financial capability because you don't have the first clue, you really don't.
IF i say i'm ADDING you can take it as absolute f'cking RED that i'm ADDING - OK
Today i topped up with a 7k and a 4k buy late afternoon
Now if you have lost confidence then sell and move on. I haven't lost ANY Confidence. In fact i'm using the opportunity to ADD and i couldn't care less if you believe that or not. I have nothing to prove to you, you mean nothing to me... OK... believe what you like.

@crl123
Sure - I consider that once the position is fully declared Merck will move in to acquire as i believe it will cost less to acquire 4D and dominate the sector rather than it will to license products. I also think the business is now being positioned hence the BOD options and loading up.
So my view is to remain holding until that event, Obviously if the SP goes mad before then i may have to reconsider but I'm looking for at least £4 here. if i have to wait 2 years sobeit but my gut feeling is it will happen this year.

@Davemcmanus
Utter BS, don't agree with you. Stock is oversold imo

Current drop is NOT down to any loss of confidence. The IBS and the Asthma updates were superb. Yes a few chucked toys out the pram over the options issue but i don't give a flying fck about that. I want the BOD fully loaded/ greedy loaded, ready for the takeover.

Current drop is simply down to SO selling and likely now closing out, shorters and vultures joining the party, the two bit telegraph group moaning and posting deramps in volume here and on Twitter to try and gain a lower entry point. Ultimately shorts will need buying back.

Whatever the situation, i genuinely don't care. I like the business, its that simple. I believe in the potential of LBPs, i believe the SP can change here in an instant and finally i see downside risk from here as fairly small in relation to upside potential.

As such i will keep ADDING as funds permit... if you want out, sell and off you go.... i am a buyer at this level NOT a seller that's for sure

GL

@Taverham
NCYT I called wrong, certain events outside my control. CEO not being straight was one of them. No skin in the game is another. Other stocks i have called right. 2021 on balance has been a great year for my portfolio even allowing for the loss here and the mega loss at NCYT lets just say i have a smile on my face....

Meanwhile, As for 4D i have just added in the last half hour 7k at 48p and 4k at 47.5p

What is interesting is that despite the mark down here i can sell as much 4D as i want but if i want to buy even just 10ks worth its a premium. Hence why i did 11k in two blocks.

Investors / traders here can do what they like here.

I stand by this being a screaming BUY, events will change here. See how it goes. I will keep adding

GL

Can also rapidly bounce back high on open just as easily

Talk it down all you like, matter of time, updates due any moment and remember this, ultimately all short positions need buying back.

Stock in oversold position currently imo, we will see how events unfold

Good Luck, I remain confident

Appreciate a few here are taking the opportunity to attempt a short raid whilst posting constant messages to try and frighten retail investors into selling their shares at a low but these positions will need buying back. Good Luck with that.

For what it’s worth, I have emailed Duncan today. As far as I’m concerned, he is a decent and honourable guy and will be aware of the current situation. He won’t be happy that the companies market capital value is being eroded further in this way despite the exceptional progress they are making with the BLPs.

Without stating the obvious regarding the major updates due this quarter we await, I have asked if the BOD can offer any further support in the meantime namely: -

1. Would they consider some open market Buys to bolster the Share Price and at the same time squeeze some of these short two-bit traders out the market? This would boost the Share Price.

2. With their Merck relationship would it be possible to ASK Merck if they would consider increasing their holding perhaps taking over Steven Oliveira fund’s position? Again, this would boost the share price.

3. Make contact with Steven Oliveira to establish if the fund is looking to exit 100% of its position or IF they are looking to retain say 5%. IF it’s the latter and they are not selling out totally, would they be prepared to put out a tweet or notification to the market to confirm that this is their intention to help restore shareholder confidence? – it would be in both parties’ interest.

Alternatively, IF Steven Oliveria fund is selling completely would another fund or one of the existing larger shareholders consider taking over the position?

Not sure if I will get a reply to this email but its worth a shot. WE have a great business here; it is a crying shame its being damaged in this way. Any reply I get I will post if permitted. Despite current SP action i still remain confident here. The business is sound its the Share Price that is distressed.

Good Luck All

Pork’s

Believe what you like, Post what you like, if you want to sell or go short be my guest...

Plenty to update on and I remain a BUYER at this level, we will see. Just awaiting the stampede to buy back in as new lands and find its a NT to buy back.. Good Luck Guys..

Loads about to land...
https://mobile.twitter.com/Porky9Here/status/1479395812207738883