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I hope there is some legal clause that bars Oliviera from shorting 4D/LBPS stock. Otherwise he might be making money both ways with his decent holdings as he is not straightforward character as somebody pointed out.
Duncan was positive on every reply. Expanding study to earlier stage and primary resistant patients and start working towards pivotal study for RCC. Having conversation with others about platform and what else 4D is doing in field of Microbiome and company will continue to have conversation and see where it goes.
dumbo_jumbo is very dishonest making all sort of wild comments while trolling people by making personal remarks who share any valuable information on this board.
Interesting!
Don't know what Sang gets flack for? I have immensely enjoyed reading his posts and I personally believe he has contributed lot on this board. He has been balanced. I myself had arguments with him at very start about US listing and future possibility of delisting on AIM and only to be on nasdaq. He was the only guy I came across who had read sec documents before nasdaq listing and knew of placing happening along with listing. He was absolutely correct to be alarmed of price reaching £1.50 on nasdaq listing and he was warning that nasdaq listing alone should not cause share price to rise so fast (I wished I heard him that day). Little trading he was doing with 4D like once I remember share price reaching £1.08 and he sold part of his holdings that was also very well timed. His criticism occasionally have been valid. When he criticised recent Blautix rns instead of strategy update, it was valid. I am part of telegram group and one of members kindly shared reply from IR about Blautix when IR had said in advance that Blautix strategy update timing is dependent on FDA reply and they are busy with Covid, but if I didn't know that then I would also be very angry. His criticism for no Pancreatic cancer data last Q was also valid and again I followed up with company and they claimed Covid delayed that trial as well unexpectedly (in same email company said they will have Keytruda combo update and Bavencio trial start this quarter). Crl123 has not been happy with Sang's comments, I personally enjoy reading Crl's posts as well, he is quite open-hearted guy without ill intention. Only thing is he used to sometime clutter board with replying to each post, which few people didn't like. So let be balanced and contribute here positively (sharing both pro and cons of company) and honestly.
From Duncan's interview on IG, perhaps we will have 2 rns or first rns with data and then an event, one announcing Oncology day (probably with some data) and then have event. I hope in such event if we can have representative from MSD/Merck/Pfizer present who are involved in these trials, that would be very interesting.
I think % is correct. During January also we had high volume days and it took 19 days. Feb volume was bit lower compared to Jan, it picked up more in last 5 days. It is irony and puzzling from where other volume comes from. It is unbelievable retail will be selling around 30p as most will be selling at considerable loss. So other volume might be all manipulative trades to guide/control price. 4D has not have as much fan following in UK retail as for likes of Avacta (judging by number of comments on LSE board, twitter etc.) so perhaps Oliveira can only sell 1% per month. Good thing is from remaining 4.9%, 3.28% is Neamen holding. These most likely are $lbps shares (judging by Neamen holding increased after March nasdaq listing and it had shares in Loac which should have been converted into lbps) and must be high cost (around £1.1 or USD spac share price) and other thing is even if Oliveira wants to sell he cannot (my guess) as there is no liquidity for lbps. So probably we are looking for only 1.67% of shares to be sold which can be cleared if retail gets in on good rns (we are due for few rns q1) and even without rns he sells 1% in 3-4 weeks so not much long and it can change swiftly. Anyway there won't be any more rns unless he needs up to 3% but since he is US investor he perhaps only need to issue last holding notice below 5%.
There is one fund Seventure Partners which invests in microbiome companies, but its investment advisor Denise Kelly was fired from original company that 4D acquired on listing so had dispute then. Though recently Duncan and Denise participated in Microbiome event (though virtual).
I also get that sense. Good intention (as that time biotech on Nasdaq were doing great) but bad execution by relying Oliveira related parties (Chardan, Loac etc.) for nasdaq listing and by the time we listed biotech started to get down. Duncan used to be decent in interviews but once nasdaq listing process started he appeared lacklustre probably drained by nasdaq listing process or ****ed off with it. BoD, Oliveira, Chen etc. must have done lots of negotiation on price, warrants etc. Matthew Chen (major Loac share holder) must be fuming seeing price action after spac merger. His shares were locked-in unlike Oliveira. Since US listing 4D stock has not been able to stand on its leg, relentlessly pushed down, not sure what sort of game being played. It might be due to Oliveira selling but 4D shares were being sold by him, Norwood etc. even before nasdaq listing it was not such free fall. We have seen many times particularly couple of months back when systematically $lbps stock was being sold on nasdaq 100/200 every minute or 2 and same time AT sell registered for UK 4D stock. UK stocks particularly which don't have AT trades behave much better on positive RNS.
that explains. volume is only 7k on nasdaq but since it was holiday there yesterday, today it dropped to be in sync with 4D UK price.
I think it was 5.67%. Won't he need last rns saying <5%?
https://clinicaltrials.gov/ct2/show/NCT05107427
last updated yesterday with study start date Feb 2022. Last time it was updated 4th Nov with start date of Dec 21.
probably because II need to file it within 45 days after calendar year in which it acquires 5% + in a company.
link: https://newsfilter.io/articles/sc-13g-form---statement-of-acquisition-of-beneficial-ownership-by-individuals---4d-pharma-plc-000183-94f73297c78c999874a654e4f661f0bf
Merck had 1 warrant per 2 share they got in placing from 18th Feb 2020 placing. Warrants are exercisable at £1.0. Not sure why they filed it today.
yes over 9 million shares were added in March 21. These must be either his Loac shares (around $10 each) and/or 4D shares bought at placing during nasdaq listing at £1.10
same guy as seen in this video: https://www.youtube.com/watch?v=TNkyh-WZgDE At around 26th minute he mentions 4D trial with Merck KGaA
check this link: https://sec.report/Document/1830162/000149315221022583/ex10-14.htm
milestones for next tranches from Oxford are:
“Second Draw Period Commencement Date” is the earliest date by which all of the following have been accomplished to Collateral Agent’s reasonable satisfaction: (i) Borrower achieving (A) positive data, including at least a 10% observed clinical benefit, in the Phase II trials of Borrower’s product candidate MRx0518 plus Keytruda in at least 20 patients with renal cell carcinoma (2 patients out of 20) and (B) positive data, including at least a 10% observed clinical benefit, from the non-small cell lung cancer cohort of at least 10 patients (1 patient out of 10); (ii) first patient dosed in Borrower’s product candidate MRx0518’s Urothelial Carcinoma Phase II trial in combination with Bavencio (avelumab); and (iii) Borrower’s product candidate Blautix advancing into a Phase 3 trial or Thetanix advancing into a Phase 2 trial, or Borrower achieving positive topline data sufficient to advance Borrower’s product candidate MRx4DP0004 into Part B of the Phase I trial in asthma.
I was wondering same. From preliminary data in Q4 21, the status is now complete enrolment in Q1 22. Now they call it phase 1b, not sure if data they were going to release was for phase 1a but nevertheless it is not released or update given.
I agree, I don't think 4D IR lies when replying so many people that they are on track to deliver all catalysts mentioned in corporate presentation. Bavencio trial start date is Dec 21, so that was not going to come in Nov. Asthama trial recuritment ended in May and it was 18 weeks (4 months), so it must have ended in Oct if they started dosing immediately but I guess data analysis etc. will also take bit of time. Pancreatic trial data was to come after Asthma as per Duncan in latest presentation. Blautix strategy update is scheduled before year end. So I guess we will get either Asthma result or Blautix update first followed by Pancreatic data or Bavencio. Next week is start of Dec and as per schedule they are due to release 4 rns (assuming MRX0518 with Keytruda update will only be in 2022). They won't be releasing in last week of Dec as well, so potentially 4 rns in 3 weeks time.