The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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
Half year EBITDA was $67m
Reiterated forecast cash generation after all opex and capex in 2020 is circa $85m
Stable balance sheet and current cash balance of $85m
Growing rapidly
Phenomenal untapped assets on top of the above
Market cap is still only £100m, barely the equivalent of one year’s free cash flow.
Blows my mind the size of the investment opportunity here
I’ve done the same. I have a much, much bigger holding here that I’ve ever had in any share before and didn’t want / expect to add more but the price today is insane and too good to miss so I’ve sliced out of a couple of others for another modest top up this morning.
Yesterday was full of great news and today we have signed an agreement with a major investment bank yet the SP is down, I would not have been surprised to see us at £2+ on yesterday alone with anticipation of £3-5 in the near term and a view to closer to £10 in 2021 yet we’re at £1.40. Highly irrational and you just have to take these opportunities when they present themselves
Looking to license the reagents themselves but also opportunity to licence the affirmer to allow others to develop their own LFTs. Give access to third party manufacturing scale. I want affirmers in their tests.
Reason is to get around limits on manufacturing