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Lack of cash has been hanging over the company for a while now. At least now that uncertainty has been removed we can move forwards. Disappointed at the price given where the SP was recently and very disappointed that it wasn’t made available to PIs via Primary Bid but at least we can move forward from here.
Lots of potential in Verditek, anyone buying in at these prices will be well rewarded in my opinion.
Are people really confused by the timeline here? It’s spelled out VERY clearly in the RNS, all you have to do is read it yet people on here keep repeatedly posting incorrect information, is it on purpose?
The dates are:
7:00 a.m. on 30 October 2020 - Demerger Record Time
30 October 2020 - Completion of Demerger
2 November 2020 - Ex-entitlement date for Accustem Shares
It’s exactly the same as a dividend. You must hold before the record date, ie you must have shares at close of play on Thursday 29th, if you do you will get Accustem shares, if you don’t you won’t. Please stop misleading people.
Investor dumped some shares yesterday which must have held back yesterday’s rise from being even bigger.
Must be kicking himself, right now he’d be £10m better off if he’s held them
Seems people are starting to see the value here again. Read my original post in this thread to see just how many reasons there are to believe. Yesterday and today is just the start of a long and prosperous journey following the nonsense selling from people who misunderstood the IBS RNS
I posted this yesterday but it got a bit lost in the noise so posting again, particularly for any new investors starting to research 4D.
Here’s a quick summary of why this is such an awesome potential investment:
- 4D specialises in live bio therapeutics, essentially drugs derived from bacteria already in the human gut. This means everything they develop should be inherently safe and with low to no side effects as the body is already used to them
- This is one of the most exciting areas in pharma. A US rival, Seres, recently proved the concept and massively derisked it with a successful phase 3 result. Incidentally they 10+ bagged and are now worth over $2bn with a substantially less developed portfolio than 4D
- 4D has over 1000 patents in one of the most exciting areas in science
- One of the most exciting drugs is a cancer drug which early trials have shown when used with market leader Keytruda (which has sales of $16bn a year) makes that drug able to be used for longer (it’s effective but patients can only take it for a limited time) and potentially more effective
- We’ve also recently had confirmation that it can be used as a monotherapy - ie a safe, no side effects drug to treat cancer
- Latest results both with Keytruda and as a monotherapy are due to be presented next month at a major cancer conference
- partners we are working with are awesome including the leading cancer centre in the US and Imperial College in the UK. Oh and pharma giant Merck who own Keytruda have taken a stake in 4D
- We also have a trial of a drug that may treat Covid-19. It should reduce cytokine storms which is one of the leading causes of death for Covid sufferers
- Just has a successful phase 2 trial for IBS. Looking for partners for phase 3. Results showed comparable effectiveness with other treatments on the market but unlike them with no negative side effects. Also had the potential to be the first drug that can treat both types of IBS, for many sufferers who have both there is currently no treatment
- Other areas of focus include a potential asthma treatment and very promising research into treating neuro degeneration (Alzheimer’s)
- New news today gives us a NASDAQ listing where bio sciences are much, much, much more favourably valued tha AIM whilst also keeping the AIM listing to make things easy for UK investors
- Board own 20% , are successful pharma investors and have many millions invested
- Now fully funded for next year during which time there are many, many opportunities for significant share price appreciation
- In my opinion the best investment around right now
All of the top of my head, please check RNSs for confirmation but hopefully a good summary. Others please feel free to add what I’ve missed
What a lot of rubbish. The concept is definitely not over.
Test and trace will deliver it rather than a separate programme called Moonshot. No ****, that was always going to happen. It doesn’t mean the idea is over, just that it has a programme to deliver it.
The government haven’t committed £100m yet. Of course they haven’t. They commit the money when the tests are available to be bought. They don’t put it into a separate bank account marked ‘Moonshot’ and wait and cross fingers.
Absolutely nothing, nothing in this story except the chance for derampers to share a scary sounding headline.
Nothing has changed
Seriously, the vast, vast, vast majority of the guy’s net worth is tied up in Avacta shares. He wants to buy a house. He decides to sell a tiny percentage of his main asset to do so. And people get upset.
Global his salary has very little to do with it, it’s his assets that matter for this. He can’t magic hundreds of thousands of pounds out of thin air.
He also knows he’d be crucified if bad news caused the SP to tank after he’d sold. Plus he will have very little choice about when he needs the money.
Pretty sure people on here are doing it deliberately now as no serious investor could be as uninformed / panicky / amateurish as some of the comments on here in the last hour suggest. Shame on you if so and you’re doing it to try to scare others
Wow, staggered by the nonsense on here in the 45 minutes since I wrote this.
Someone described it as amateur hour. It really is. People need to relax a bit. Alistair sold 4% of his holding to buy a house - LEAVING 96% INVESTED - and he knows it would be a disaster for him personally if he did that before anything negative.
This board is just getting too ridiculous for words, everyone needs to chill out a lot!
There is no way that Alistair could sell shares in advance of bad news, he’d be roasted alive for insider trading, probably lose his job, criminal investigation, etc.
I’m actually really reassured by this. It’s a tiny part of his overall holding to buy a house, clearly holding on to the rest tightly like the rest of us
Forgot asthma treatment and neuro degeneration research to add to my initial list. Just shows how much is going on and how much innate value there is here, and still all for a tiny market cap.
You’d expect a really significant increase in SP.
We get cash, a Nasdaq listing, new US investors and a springboard
Share was well oversold and there are some shorts that will have to close. No one in their right mind will be selling. Perfect storm for a very good rise
So they have been set up as an investment vehicle with cash.
They merge with 4D, we get their cash and Nasdaq listing, they get a minority stake in the business
Valuation is at 110p, I like a placing which is usually at a discount they are effectively paying a reasonably significant premium for their stake (versus yesterday SP)
- Gives a great springboard for next stage, brings US investors and listing on board, everybody wins
This is much, much, much better than a typical placing would be
I guess there will be many new investors looking at 4D today. Here’s a quick summary of why this is such an awesome potential investment:
- 4D specialises in live bio therapeutics, essentially drugs derived from bacteria already in the human gut. This means everything they develop should be inherently safe and with low to no side effects as the body is already used to them
- This is one of the most exciting areas in pharma. A US rival, Seres, recently proved the concept and massively derisked it with a successful phase 3 result. Incidentally they 10+ bagged and are now worth over $2bn with a substantially less developed portfolio than 4D
- 4D has over 1000 patents in one of the most exciting areas in science
- One of the most exciting drugs is a cancer drug which early trials have shown when used with market leader Keytruda (which has sales of $16bn a year) makes that drug able to be used for longer (it’s effective but patients can only take it for a limited time) and potentially more effective
- We’ve also recently had confirmation that it can be used as a monotherapy - ie a safe, no side effects drug to treat cancer
- Latest results both with Keytruda and as a monotherapy are due to be presented next month at a major cancer conference
- partners we are working with are awesome including the leading cancer centre in the US and Imperial College in the UK. Oh and pharma giant Merck who own Keytruda have taken a stake in 4D
- We also have a trial of a drug that may treat Covid-19. It should reduce cytokine storms which is one of the leading causes of death for Covid sufferers
- Just has a successful phase 2 trial for IBS. Looking for partners for phase 3. Results showed comparable effectiveness with other treatments on the market but unlike them with no negative side effects. Also had the potential to be the first drug that can treat both types of IBS, for many sufferers who have both there is currently no treatment
- New news today gives us a NASDAQ listing where bio sciences are much, much, much more favourably valued tha AIM whilst also keeping the AIM listing to make things easy for UK investors
- Board own 20% , are successful pharma investors and have many millions invested
- Now fully funded for next year during which time there are many, many opportunities for significant share price appreciation
- In my opinion the best investment around right now
All of the top of my head, please check RNSs for confirmation but hopefully a good summary. Others please feel free to add what I’ve missed
Squeeze
Can’t quite believe how little attention is being paid to this. I sometimes feel like standing in the street and shouting:
‘4D Pharma may be about to show data implying they have a cure for cancer with no side effects and have already shown how much more effective they make the market leading chemo drug and have over a thousand patents and have a market cap of just £125m’ at the top of my voice.
Suspect it would be met by tumbleweed as no one is paying attention
This one has to be the big news at SITC I think.
‘Abstract number 805: Safety and emerging evidence of immune modulation of the live biotherapeutic MRx0518 in the neoadjuvant setting for patients awaiting surgical removal of solid tumours’
The other two posters look exciting too but refer to 0518 in conjunction with Keytruda (don’t get me wrong these are massiveky exciting but we already know this blew the doors off). This poster I think could be data about a monotherapy - ie a safe (no side effects as from gut bacteria) treatment for cancer. Imagine if we really can show early data of efficacy there given the side effects people currently get from chemo and radiotherapy.
This is the intriguing line from the recent RNS:
‘MRx0518-I-001 is a neoadjuvant monotherapy study in a variety of solid tumours and is being conducted at Imperial College (London, UK)’
Totally agree with this. Went back to look at the exact wording and this was posted by noix last week as a direct quote:
Around 9 mins 20 secs in:
"We are right at the forefront of making checkpoint inhibitors potentially more effective but also 0518 WORKS AS A MONOTHERAPY AS WELL’
Your are absolutely right, a treatment for tumours with no side affects and that ‘works’ would be absolutely huge. It’s hard not to conclude that that is the data that will be shared in November from the comments and hard not to believe the market cap will be many multiples of today if true.
Whether a slip up or not it’s a huge, huge hint that I don’t feel is being given anything like the attention it deserves. It’s been a bit painful here over the last couple of weeks but that does give an incredible price for a top up (which I’ve done today significantly) At a ridiculously low price for the potential.
Sorry, I think I must be being very slow. What’s the investor call today?
Not often you see an AIM RNS with a quote from a cabinet minister! Definitely moving into the big time