Member Info for PSB123

Nasdaq equivalent of £2 is $5.16 (2 shares per ARDS then exchange rate).

Very confident we will be there soon

Hold on, there was massively, massively significant cancer news in that time period as well as Seres derisking the entire technology with their phase three results which drove an increase.

Some posters are suggesting it was IBS that drove the rise but that is nonsense, maybe the froth in the last 10-15p of the SP but the rest was driven on massively positive news that now seems to be being conveniently forgotten about by sellers

Over 30m trades after late trades have printed.

For context that is more than three times the volume on the day of the positive cancer RNS and 10x a regular day.

And all on relatively nothing news in the grand scheme of things for 4D.

To me this just how much the SP has been messed with today. Seems to have been a lot of selling and rebuying and shorting with a fair bit of deramping thrown in for good measure.

If there was anything like a rational movement on today’s news it would have been less than 10% and could have been in either direction.

Instead panic, capitulation and an SP driven to the floor. Expect this to come back strongly when this is all digested. Hopefully starting tomorrow.

P.S 30m traded, the board own over 20m and the top II circa 15m. Shows how much of the free float has been sold today

Hyper marlin, that would be correct if the SP had run up solely on IBS but the main contributor was the cancer results. Look when the SP started to rocket and the timing of the cancer RNS. IBS was always just a little bonus which makes today all the more perverse. The SP increase wasn’t because of IBS (maybe the last 10-20p was but no more). The results of IBS were decent. Then the SP falls 37%. You couldn’t make it up

Horrible day, clearly.

But IBS is a small part of 4D. Results were decent but not incredible so gave an opportunity for the SP to be battered but the recent rise and real wins are in cancer and COVID. To lose nearly 40% of value on a decent read out for a minor part of the portfolio is insane.

I’m expecting a good rise tomorrow as some rationality sinks back in and traders jump back in once they see the tide turned.

Volume is huge. The same people who gambled on it going up have been gambling on it going down magnifying the drop.

There isn’t any further to push it, strongly expecting a move back up either in to close or tomorrow to something more reasonable. We may not get back to yesterday’s price straight away (although we might) but 150p+ wouldn’t surprise me at all as short terms shorts close and those who sold to buy back later realise the bottom has been found.

Painful day but the volume shows what’s happened on what, let’s remember, is actually pretty decent just not stratospheric news

Over 24m traded already today, on track to be about a quarter of all shares traded in one day. Looks very over sold to me.

Does anyone have to hand a rough view of the size of the free float?

Excellent overview in simple language. Thank you Ambyth

As soon as there was a hint of ambiguity in the RNS it gave the MMs the opportunity to drop the share hard and scare people out. Lots of comments on here alone along the lines of ‘I got out with what I could’.

What was always going to happen was that anyone not really understanding the results or here for a short term gamble who were posting things like ‘this is going to rocket’ yesterday were going to be shaken out.

Anyone being more thoughtful who considered buying would therefore wait for the drop and a bottom to be found. It was always likely that that would be an hour or so after opening but could have been a bit earlier or a bit later.

The reality is that this is good news and we are going to a phase three trial. Plus there is an unbelievable amount of value in the rest of the portfolio. The froth and gambling money has been blown off the top and I would now expect this to rise as serious investors digest the news and buy in or top up from here.

Good luck all

We’re going in to phase three trials with a market cap of £230m and positive efficacy data from phase 2. That says it all really, the value here is astounding.

And that’s before you see everything else to come, not least COVID-19 treatment, cancer trials looking very positive and the outstanding, outstanding IP. We are THE leader in a hot field. The potential here is phenomenal. Actually hard to see there not being an offer on the table at some point as this stage with this valuation

future."

"We are very pleased with the outcome of the Blautix Phase II study, demonstrating not only that Blautix has an effect in both IBS-C and IBS-D, but that it has a favourable safety profile. This is very relevant in a condition where all approved treatments only have activity in either IBS-C or IBS-D, and many have treatment-limiting side effects. Blautix could provide a highly differentiated option for patients and physicians," said Dr. Alex Stevenson, Chief Scientific Officer of 4D pharma.

There were about 1.4m shares (over £2.5m) reported as delayed trades, the majority buys with some chunky six figure purchases in there. Very interesting to see. Could be because of the briefing today or maybe some kind of link. Either way bodes well

Very interesting.

Is this the first contact they’ve had on this topic? Would it be fair to assume that they’ve gone out to all their members with this request?

Thanks in advance, anything more you can share would be gratefully received

Agree. We may get an intra day RNS to knock our socks off but if not I’m expecting a strong rise through the day. We’ve had plenty of hints that the IBS news will be good and if not today then it’s all but certain it will be Monday

Except there wasn’t a sell Older and Wiser so I’m afraid your theory doesn’t make any sense. It was speculated that there would be one but there wasn’t

No sign of late trade yet although it was strange to see the drop from 3pm, certainly looked like there would be a big sell

Interesting.

If memory serves they abandoned saliva early in the summer as too difficult to make work and concentrated on nasal swabs.

Affirmers are clearly the magic ingredient that have made saliva based LFY possible so to hear Sona are at any early stage of looking at saliva again could point to something

This really isn’t that unusual. Try putting some other share tickets in place of TLSA in the URL. For example look at AAPL (Apple) and they also have around 20% short interest each day. I just tried a few other big stocks and many are in the teens and twenties.

I really think people are reading too much into this

I wondered if the IBS read out might have been today but suspected it would be too early. Looks like tomorrow or Monday.

We’ve seen ‘leaks’ suggesting the result is likely to be very good and are expecting a significant move up once published.

Assume we’ll see a gradual tick up now in anticipation

‘We are now having a ‘detailed dialogue’ with the UK government’

Which is...

‘Very helpful in guiding our development so that we can directly address the national requirement’

Can it be any clearer that that? Potential here is staggering