The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Hi PRN. I agree, nothing to be concerned about and I think that the 121 acquisition is a very good move. I just saw the RNS and it explained the drop which I found a little surprising after the 121 news. This one might be a bit of a slow burner over the next few months but I think it will come good for us in 2022.
Good luck
RWC Asset Management sold just over 1% of the company so roughly about 2.8m shares, hence the drop
Previous holding 11.83% - Current holding 10.75%
Surely you don't solely invest based on what people say on LSE or ADVFN? Boards can and should be one of many sources of information to hear other's points of view but aside from that they are pretty meaningless.
90/115/117/130/140 are all excellent entry points here 'in my opinion' and if I was more liquid I'd be adding as much as I can. I will be buying for sure around these levels as soon as possible. Petrofac isn't a get rich quick scheme, but it is a great company with excellent prospects now the SFO storm clouds and placing are in the rear view mirror. Let's be a little patient and make some great money with PFC over the next few years.
I've posted it on LSE now so it must be true and will definitely happen :)
Beach, we have all been to blame many times for dropping a share price simply by taking a position!! Weird how it happens right :) Decent entry price so I wouldn't worry too much.
There's been pretty good support for a while at 105/6 so not sure what's happened today. Maybe the Covid news around Europe? Who knows but I can't find anything specific.
Really looking towards 2022 for a recover IMHO so I'm not too worried about a few pence here and there in the meantime. I'll probably buy a few more on payday at the end of the month if we're still below my average (same as yours).
Results next month so will be interesting to see what the state of play is and what they are going to build on next year. Bit of a quiet board this one so be good to hear some opinions or news if anyone has anything?
Good luck all
Be very interesting to see how this reflects in the share price today. Hyve really building a massive platform across multi channels.
Just bouncing around 105/6 support to 115. Plenty of appetite for F2F events so let's hope we have a decent FY21 update in a month's time (16th December) and then we can push on into 2022. Plenty of reasons this should recover very well in time.
This can't be real so changing the thread in case it's a paid deramper (which also may/may not be a thing)
1. I did it because a random person I don't know told me to.
2. If this is how you invest your money you wouldn't have any left to invest.
3. Porky or probably anyone else for that matter on here isn't driving this anywhere. IIs will push this on results with volume that RIs like us just won't be able to do.
On the off chance this is real, welcome to the club and just hold on for a few months, plenty of us here think this is going to be great. I first bought in at well over £1. Being underwater and not wanting to sell at a loss might actually make you some money as you'll still be here if/when it finally get's noticed by the big kids.
Maybe it will fly, maybe it won't. I think it will but won't be selling a single share until we get bought out in a year or two.
Please DYOR
Out of everything that's happened recently, the one thing I cannot get over when I have the same thoughts is this.....
Nobody, ABSOLUTELY NOBODY puts in $1m of their own cash at 110p unless they think 4D is a big winner at that price, let alone 60 odd pence.
These guys have so much more information than we do and they did it. Whatever has happened to the share price recently through either Oliveira selling, a perceived void period of information or just lack of interest from the II's, there is no reason (I can think of) why they would do this with their own money unless they really and truly believed this was going to sky rocket on eventual news/approval/buyout etc. It might take time, which we all want to be sooner rather than later but these guys have a serious personal investment here and I am a lot more confident because of it.
Everyone just patiently waiting I think.
Maybe we should spice thing up and start a chat board fight just to pass the time? Unfortunately that's how a lot of boards end up on LSE. I actually quite like this one as it's not really like that and there have been some really good posts recently.
There's a guy on twitter posting memes every day about how he's waiting for updates on 4D. Think he's only been invested about 2 months but it's quite amusing.
Yes, that's pretty much it. If the patients either don't take their preventer or take it incorrectly to manage the airway inflammation, then they end up relying on the emergency Ventolin. How many times a week the patients take their Ventolin is a good marker as to how controlled their asthma is and is one of the main questions on the Asthma Control Questionnaire (ACQ) which they use to monitor how controlled a patient is.
GSK ran a study called the GOAL study which showed that it is possible to achieve total or well controlled Asthma using some of their medicines (AZ et al. have similar studies with their inhalers). Patients were enrolled and given lessons on exactly how to take their inhalers and had to keep a record to show that they had actually taken it. The results were very good i.e. they managed to control the inflammation which resulted in the Asthma symptoms or lack of in these cases.
If MRx0004 can control the inflammation and 4D can create a capsule with it to taken once or twice a day. It would certainly much easier for patients to take and would immediately remove the inhaler technique issue. A game changer for patients and their wellbeing which massively impacts their lives and it would be worth a figure that I could not even hope to guess for 4D in terms of revenue.
Appreciate it isn't the lead candidate and MRx0518 gets a lot of the attention but it's another string to the bow and could be a very important discovery for the company going forwards.
2/2
Secondly is inhaler technique. It’s really hard to get it right and if they don’t, the steroids end up on the tongue or back of the throat and it never actually get to the airway. Even with good technique, only 10-20% (from memory) of the drug gets there anyway so the doses are always higher in the inhaler then would be effective in an invitro setting to take account of this. If inhaler technique isn’t good, then it’s practically 0 so utterly pointless taking it anyway.
It also takes quite a bit of coordination and a few minutes to dose yourself correctly, people just blast it in twice, breath in and think they have done the job and taken their medication. Poor inhaler technique is very prevalent among asthma suffered and the time it takes the asthma nurse to teach each patient how to do it correctly is often wasted as people are busy and just rush through it once they get home.
IF this works (and we’re all here hoping it does) and they can either supplement the steroid inhalers or eventually swap them out for some patients with an easy to take capsule. The opportunity here is actually mind blowing. GSK, AZ, Boehringer etc have all had blockbuster and I mean mega mega blockbuster respiratory inhaled drugs.
The study is looking at patients with an FEV1 of >50% so these would generally sit it in the mild and moderate asthma patents which make up the largest cohort of sufferers.
Does it work and can the data be replicated in a phase III? I’ll certainly be here in a few years to find out.
Good luck and ATB.
1/2
I was just having a more detailed look at the ongoing asthma trial as I know we’re expecting a top line readout in Q4 at some point. I used to work for GSK in respiratory disease so this one has a bit of extra interest for me as I know a decent amount about Asthma and COPD.
For those who haven’t had much experience with asthma, the ultimate goal when treating asthma is to achieve ‘control’ which allows patients to pretty much live their normal lives as if they actually don’t have asthma – It’s tough to achieve this but it is possible with the right medication. In most cases this is done though inhaled corticoid steroids (brown, green, purple, red inhalers) as a maintenance usually taken twice a day, plus a bronchodilator for emergency use (blue inhaler). Pretty much everyone will have seen someone puffing on a blue Ventolin at some point when they are wheezing or having an asthma attack.
The current treatments that are available are very effective but there are two massive issues that really mess it up and make it hard for patients to achieve control.
Firstly, patients just stop taking the inhaled steroids. Despite Dr’s best-efforts, patients don’t really fully understand how it all works. They take the Blue Ventolin and it makes them feel better instantly, the inhaled steroids don’t ‘feel’ like they do anything and they only work if they are taken regular as clockwork over months and months. Like tipping a little bit of water on a fire twice a day to keep It down (inflammation of the airway).
After a while people just forget and resort to the Ventolin when they feel a tight chest, they treat the symptoms by temporarily opening their airway and not the actual disease. It literally takes months and months of the tiny doses of steroids every day to stop the airway reacting and closing every time the patient comes into contact with a trigger like animal dander, smoke, pollen etc etc.
What are you expecting to see in there?
I had a look at this a few months back at around around 1.25 ish and thought it was decent value then so happy with my entry point. I’m a generally a medium/long term holder so if it drops more I’ll average down as I haven’t taken a big position just yet.
The directors seem quite savvy and I like the space as I think the face to face mode of doing business will come roaring back at some point in the next couple of years. If that happens (IF) then Hyve have a massive opportunity on their hands. The online stuff has its place, more so now than ever but personally I see it as a useful tool rather than best practice. People generally like to do business in person and I don’t see this changing despite COVID’s best efforts.
I do quite a bit of work in China and feel that you just don’t get the same relationships and impact if you’re not on the ground. Many of my colleagues and clients feel the same which is giving me the confidence to invest in these kinds of companies. Just my opinion and I hope I’m right.
GLA
Yes, just thought it was worth a post seeing they claim to have it confirmed directly from IR that it's definitely going to happen. Q4 '21 slips to Q1 '22 slips to Q2 etc etc.
Just seen this on Twitter.
'I've received confirmation from 4D Pharma Investor Relations that within 3 months, they will have updated on all 5 2021 catalysts below. I'm expecting a major re rate once news is delivered. #DDDD $LBPS'
https://twitter.com/Licensed2trade/status/1448623102385082371
Could just be a big fat Twitter ramp but we are all expecting news right?
Just opened a position @ 106.7. Seems a very good value at these prices for recovery play in 2022 and beyond.
Liquidity looks good for the recovery over the next few years and debt reduced which I assume is due to trimming costs and the very smart insurance for cancelled bookings. Face to face events definitely still have a major role to play post covid and these guys seem well placed and novel in their approach to be a major global player. I like how they quickly opened up the digital channels and they seem to be trying to change the events game. Probably a 2 year play for me. Good luck all
Sang, why are you being so weird today? I assume this is banter for the board?
I am now adding in secret as my longtime girlfriend will hit the roof if she finds out I’m in any deeper in 4D.
If you bought at £1.20+, why would you not add at these levels. Sale of the century.
Only invest what you can afford to lose and good luck to everyone over the next 3 years.
I've been buying as much as I feel comfortable with on way down in tranches from 120p with my last lot at 67p. News will come and it's just a waiting game. Buy more if you can (if you believe and have funds) and try not to let it get to you, which is only human as you see your £££ dripping away ON PAPER.
Waiting for progress/news/updates is getting a bit painful tbh, but we've got a lot to look forward to. Just like when you're in the car on the way home but need the toilet, the closer you get the worse it feels! Kind of where we are now.
There's always huge risk with these kinds of companies and the microbiome may all turn out to be a huge fugazi. I just don't happen to think so based on what I've read and the progress 4D have made so far. In a few year's time we'll either be bought out by Merck etc. for a decent/huge profit or we'll be in production and reaping the benefits of our patience and the wonder drugs that are helping people..... Also at a huge profit.
It's certainly been a rough ride over the last couple of months but it will just make the win that much sweeter when it comes.
Good luck all