We would love to hear your thoughts about our site and services, please take our survey here.
It may not move without rns. But we have now only max 7 trading days before SITC presentations (9 to 14 Nov). So from now to 9 - 14 Nov, we should get monotherapy data from 4D. Duncan has already clearly hinted at multiple sources, that data is good (518 works as on its own apart from in combination with Ketruda). So selling now will be foolish (it is individual choice,but I am sure it will prove foolish choice to sell before Mid Nov. Another thing is now 4D won't go much low as with merger (at price of £1.10) and funding sorted no sane minded share holder will sell it cheap. 3rd point is now rsi is low (oversold) and shorters know they have small window to windup their short before monotherapy data is published (I suspect large buys showing after hours yesterday and today might be shorting being reduced). All above are very short term sure-bet incentives. And with such company with so many in pipeline, you never know when something mind-boggling happen (e.g. covid trial fast tracking, or blautix partnership declared or somebody like Merck or Nestle acquiring part or fully or Merck funding for vaccine though vaccine program not much is known yet so it may be early stage).
Have a good break. Thanks for your research on 4D. Exciting time ahead!
No doesn't sound right. Sounds more like you have sold early and looking cheap entry. current sp around (126p) is good support and it held this before 7th Oct for sometime always bounced from 126p. With current momentum of positive news (merger and nasdaq) and soon to be presented papers with certain rns of positive monotherapy data, it should do very well next 2-3 weeks. You have come with new figures like some ppl putting 80p to get shares from weak holders and get good return.
Hi tester321, not sure what you mean by selling shares at 120p. If you are talking about merger with Longetivity, basically DDDD is acquiring it by diluting some % (don't remember exact but 10-15%) and acquiring that spac. That allows it to get fund of $14 millions and speedy listing on Nasdaq. the amount of shares (US version) allotted to spac for $14 was calculated by valuing DDDD share at £1.10. Now this doesn't mean DDDD sp should be £1.10 or cannot grow, this is not acquisision of 4D at £1.10. In fact it was premium to SP of last few days. Now with this new capital and faster listing on Nasdaq, UK shares are much protected as there shouldn't be any placing for at least couple of quarters. Share price increase in past 2 days is mainly because of this (new fund and Nasdaq listing). Next bump and which should be even bigger will be till November 11-14 presentations at SITC. Duncan has already clearly hinted that 518 drug works as monotherapy (previously they published success of drug in combination with Ketruda of Merck) and they are going to present both trial data. So I think there will be RNS before SITC or along with SITC and that should boost SP quite considerably in very near future. Extra bonus is few shorts by citadel etc. which plummeted price after 7th Oct, which they need to close. So any positive news and direction will compel them to close short and that will help share price to raise even more. Last 2 days buying has been massive so even with some extra shorts share price is going up well. This will help next week and then we should get monotherapy rns :)
I just saw another thread on this board 'MRx0518 slip up' and Trendz and PSB123 have mentioned this interview and timing as I just noticed today. I missed that thread but watched interview today and it clicked in my mind. Kudos to Trendz to pick up that important parts of interview.
I saw last interview of Duncan with IG https://www.youtube.com/watch?v=8ojyr5oQToY and go to 6:25. He is saying they are going to conferences and will be speaking on last published trial of 518 with Ketruda but also potentially other trials in oncology sphere (I believe monotherapy). At 9.15 he speaks about fantastic future for shareholders and at 9.36 he says 518 "WORKS" as monotherapy as well. So I am 99% sure, we will have rns on monotherapy before SITC and it will be POSITIVE!! Bit patience on this share, and holders will be handsomely rewarded. I am going to keep at least half of mine shares for few years as long term investment and other half I am very positive to cash around Christmas with handsome profit (lost some profit after 7th Oct but most likely sp will surpass £1.7 much more)
no way. This stock cannot fall much now unless we have market crash like March. But I am not going to sell this before end of this year. I am pretty sure we will have some big news from now till Dec end. They have so much in pipeline, are doing oncology with Merck Ketruda and now also as monotherapy, asthama. Yesterday Duncan said, on IBS they are going ahead to plan III and for finance can either use internal or get partner to fund. Nasdaq listing will definitely happen. Covid they still not getting hospital patients but with hospitalization rising they may get few patients for trial. Drug (asthama) is proven safe, so shouldn't be any issue on that front and if proven to be working it will add more value. So potential of this share price is very high, it can go from double to few times in short-medium term. So why to sell now and caught out. Trying to trade/take chance by selling partial before IBS readout around 1.70 would have made some sense but now it will be foolish IMHO.
I certainly think rns and IBS results were not bad. prior to RNS, actually I was under impression that 4D doesn't have IBS as their main target, as their ceo and company was much more vocal about oncology, asthama etc. But RNS result to me looks good (positive against placebo in IBS is not bad result as IBS particularly constipation has some mental aspect, so fake pill (placebo) can actually help psychologically to patient).
If results were bad, Duncan, Alex and CBO Glenn Dourado would not have had early morning webinar with representatives from various investment firms with plan to go for phase III and CBO saying many firms are in talk and have shown interest on IBS. They could have just published RNS with data readout. Drop on 7th Oct was mainly due to shorting by citadel and panick/profit taking by investors as many were in good profit and didn't want to loose big profit they have made. But drop on 7th to 9th is way overdone and seeing IBS result I am very confident, 4D will actually recover to 1.70 very quick and by Christmas will be even much more. It is golden opportunity, just need patience couple of weeks to make 1.5 to double and couple of months to make more than double (sky is limit like $mcrb).
ok, I may be wrong. I based my little research on VAL based on simply wall (https://simplywall.st/stocks/gb/pharmaceuticals-biotech/aim-val/valirx-shares#health) and then management interviews on youtube.
haven't researched much on VAL and it may be good, but I was put off on it in past by seeing balance sheet, past record, management not having very little ownership and management interviews. DDDD is completely opposite (healthy balance sheet with placings in 2020, good pipeline in multiple areas, mgmt having large ownership with money spent recently acquiring more ownership and interviews of its ceo and scientific chief as well as various presentations). I think DDDD, if good results on IBS will go much higher and remain high. If you see 26th Aug oncology result, DDDD went to intraday high of around 1.10, cooled around £1.0 and bit more next day to around 0.94 but then spiked straight to £1.40 and there after step by step it is now near £1.70 with lots more in pipeline.
I think you guys taking afama's point wrongly. What he/she meant was present alternatives to Blautix for IBS treatment are not good.
you tried last month as well to get some cheap stocks. Nobody is concerned about financials of 4D, as its products are in pipeline and they already have raised enough cash this year to carry for at least next year. So only newsworthy items for 4D are readouts from its clinical trials starting with IBS and then asthma/covid later year and further expansion on oncology trials etc. They will also list on Nasdaq soon as ceo has hinted multiple times and they have got US investors in.
Phil, on the contrary I thought he gave bit more hint of data being successful and if he disclosed bit more he could be in trouble for disclosing inside info before RNS. When IG asked him about next thing in pipeline this year that will take already high sp to even higher, Duncan said IBS. He cannot say that it is going to be very good before disclosing it in RNS.
wow, this company has so much potentials. Already great result in oncology declared on 26th August in collaboration with Merck Ketruda. If IBS readout good (looks like it will be from this slides), it should be huge (logically minimum £3+ sp) and then still asthma/covid trials going on (again company very optimistic on it and asthma again is big market with added covid). Seriously patient shareholders if keep this up to end of year, this share will do magic. I have already built sizable investment (most of my PF) in this stock and little remaining cash I have may invest tomorrow if no RNS yet. Won't like to sell soon.
How you guys get to know big orders sooner? I know it is L2, any recommendations for free/paid L2 service that will show order volumes real time? Thanks
To me USD 1.5 Billion looks very conservative. It was in 2018, so obviously now valuation would be higher. But I think it would be much much higher. With processed/refined foods, ppl struggling with IBS is quite high and has become common illness in large portion of adult population.
which other announcement due in Sept? I know they have covid and biomarker readouts due in H2, so it can be September to December. IBS readout is definitely going to be in September.
yes, their pipeline is really impressive and management seems very excited on oncology and asthama (as well as covid). This share should multibag every year and can be really big value pharma company after couple of years.
I think he holds 2% (current value around £3 M) and even if he decides to sell all, it will be absorbed without too much damage. If I have some cash available, will take this opportunity to buy DDDD as it will rocket soon.
I am bit concerned with dramatic reduction on Trustpilot reviews in past week. I have been tracking approx. count of reviews for superdry on trustpilot. It used to be 2-300 per day (review history will be every minute or two), but for past few days it has dramatically reduced to 20-30 per day (review freq is now almost an hour or more). Not sure if trustpilot has changed some setup or review update, but if nothing changed on trustpilot then online sales has suddenly reduced. I have seen one of their store almost empty. I think short term this share is not likely to do magic and may stay in low range. Result also perhaps will not be good. I think only hope is if either a) Superdry management do some drastic steps to come back into good sales online/stores b) After winter we have got rid of restrictions and travel & economy comes back and ppl buying more clothes. It is shame as in terms of quality superdry clothes are really good and they do have brand value. Maybe they need to improve and target womenwear section and have more products with little subtle logos instead of all with big superdry and japanese text (I don't dislike and in fact most looks good but certain people might prefer smaller logos like tommy hilfiger which you can still recognize it is superdry product.