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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

Does anyone have a link to the research note please or know where / how to find it?

Two firms alone, BBI and Abingdon, will have a manufacturing capacity of upto seven million test a day, once issues like tech transfer are resolved and test sensitivity standards are passed.

BBI and Abingdon. Tech transfer. Pretty obvious who this is referring to!

7 million tests a DAY though???

Is no-one interested or paying attention to this? Feels like the RNS to announce this could be the catalyst for a strong rise into the demerger and could be any day now

Ophidian,

You previously said you’d heard from a source that the delays were due to the shipping timelines for the rolling equipment. Are you saying you no longer believe that to be the cause? Appreciate your insight here.

Time to buy, your time is up.

Clearly well over sold with a ridiculous over reaction.

£200k buy yesterday
Amazing cancer results already shared with more detail coming soon
New news about a cancer mono therapy that could be game changing
Very positive interview yesterday from the CEO putting doubts to rest
Seres proving the live biotherapeutics concept and 10x+ bagging on the result completely derisks 4

There is no way this should have dropped as it did and it’s not hard to imagine a share price many, many multiples of where we are today in the near future. Shorters and traders have had their fun but that game is over now and time for a big rise!

Understandably everyone is very excited about the demerger and the Covid trials right now (so am I, I see both as huge value creating inflection points) but the expected response from the FDA on approval for a phase 2 trial of Foralumab nasally administered is due any day now with the trial expected to start imminently and this doesn’t seem to be being mentioned at all. To quote from the half year results RNS:

‘Protocol for Phase 2 nasal clinical trial is finalized. The briefing package and protocol was submitted to FDA on July 22, 2020 requesting type C meeting and FDA response expected by mid October, 2020. The trial is anticipated to begin in Q4 2020.’

Think a few on here are missing the significance of this.

Way oversold on positive news on a largely irrelevant product.

Oncology is where the value is here (that’s what drove the previous rise that was ridiculously wiped out) and there were strong hints in the interview yesterday of more good news (monotherapy), now officially confirmed.

Anyone shorting or looking for a low buy in has just been put on notice

Totally agree, very strong interview and serves to remind everyone how bright the future is.

I particularly noted the reference to ‘conference season’ and sharing cancer results, including a hint (more than a hint really) about new data. It took my mind back to the deleted tweet about presenting two posters (ie two lots of data) and I can’t help but feel there is something exciting just waiting to be announced.

Loved the Usain Bolt analogy on Blautix too (like him going to the Olympics and winning a gold medal but people being disappointed because he didn’t smash the world record), the interview totally put my mind at rest that 4D really are very pleased with the results and not just trying to put polish on it.

Altogether highly reassuring and I hope helps stop the rot on the SP as clear to see how strong an investment we have here

Significantly increased holding. Buying at bargain prices following the madness of last week’s sell off. I suspect we may see more of these

I asked IG this question and they confirmed they would open up new equivalent positions in the deserted shares to reflect the change. As always no way to lose as a holder in a spreadbet compared to holding regularly.