Member Info for Sangijuelas1

Looking to keep this as long term hold. And collect the growing dividends.

It doesn't have to be all or nothing. You can just trade the margins and keep a core.

Only way to treat baby bios

Lives

Will hunting Witchfinder General

Xenor potential short term rebalance in the hope of gains elsewhere, against the probability of money sitting idle here for a couple of months

I was going by memory Phil and when it was said while watching the presentation I took it to mean much later than the original forecast given of June, which was why I was so overweight here.

The Blautix data released recently was originally due at the end of last year.

These are my interpretations and you are entitled to make your own.

Last week there was plenty of talk of June and that was one of the factors driving the recent rise.

Big investment houses speak to companies as part of a larger due diligence process. It's good to have the opportunity to speak with them but they are unlikely to start investing 5 minutes after having a conversation.

PATH is the future of office work . I ended up investing in them after doing a lot of research into Blue Prism, which was heavily discounted but all I kept finding was that PATH were so incredibly far ahead that the fact they are worth 40x what Prism are there are good reasons for that.

I did buy a load more 4D on the drop into the 90s so I was well overweight.
Saying that after the Blautix drop last year I had the whole of my ISA in 4D at one point

When a little pharma co says into Autumn they mean into Autumn.

That doesn't mean that there wouldn't be other developments.

I was also in the process of rebalancing my portfolio as overexposed to biotech companies and needing to explore some other opportunities like PATH and AFRM

Yeah I trimmed about 20% at 108 as very overweight here and don't want money sitting idle through the next couple of months.

Once traders expecting June news have moved on no doubt I will be able to buy back in the 90s

Nope he said late autumn so maybe November.

Watch the presentation

I am talking about the update they gave a few weeks back with Ladenberg Thalmann

The most recent cancer presentation

0518 data is not due until October time

Evelo Biosciences rise taking it back near the $1bn mark.

Very similar approach but 4D doing so much more on the cancer front

Meetings with IIs

https://mobile.twitter.com/4dpharmaplc/status/1404755570255532037

Might need a test

https://www.theguardian.com/world/2021/jun/14/delta-variant-covid-symptoms-include-headaches-sore-throat-and-runny-nose

Yeah I am not worried about the price, just left it a bit late to subscribe on Primary Bid

Thanks for the clarification Johnnie. I was going by memory due to laziness.

Out of interest have you ever looked at Draper Esprit for a route into unlisted tech companies?

Funny how Snake is suddenly back here posting again.

Mmmm wonder why

It would be libel, Ophidian the All Knowing, not slander