Member Info for Sangijuelas1

Dilution would be 2% a year for 4 years. I used to hear the same arguments about shareholder abuse levelled at Musk for granting himself and staff options.

With regard to the 0518 data, yes it is open label but I think they are relying on a 3rd party specialist to provide the biomarker analysis

Dave I take it you don't know who Imke Mulder is?

Do you really think the company doesn't need to offer her a pretty decent incentive to stop her from being head hunted by big pharma looking to build up their own microbiome divisions?

They aren't Hopeingmore
Hargreaves Landown, Interactive Investor, Barclays, Halifax and AJ Bell are all UK retail investors through their dealing platforms

Dave I think you make some good points re IIs. About the only one with a substantial holding still is Baillie Gifford.

But I also think Phil has a much better grasp of the potential value of 4D. You seem to think 0518 is a long way from approval. I don't. It's a combination therapy to make Keytruda work in patients with no other treatment options and who will die. It is addressing an urgent unmet need.

You may see that it's in Phase 1/2 trial and so think a P3 will be necessary. Keytruda itself initially got approved from P1b data and was taken to market before P3 trials were started.

If 0518 data is good this is what I am hoping for.

I exited Tiziana at a loss due to some major red flags and further research confirmed my suspicions.

I am holding 4D as further research here has only reinforced my belief that there is very strong potential in the company.

There is another leader in the microbiome space - a French company called Enterome.

They are not listed publicly and raise money through private funding rounds.

Their investors don't know the value of the company until the next funding round comes up and that is no more than a guess.

I wouldn't pay too much attention to the SP while the drugs are still going through clinical trials.

Well some of us are a lot more under water than your pocket money loss fella!

Phil I think the precipitous SP drop is what is pushing short termers to sell.

That's why it can only go lower from here as Oliveira carries on selling and the unresearched traders poop themselves

Actually there was a placing at 50p in February 2020. I think he got involved then.

The placing after that at 35p he appeared as a significant investor who apparently owned 10% of the company despite no holdings RNS prior to this

Well it was sub 25p in March 2020 when Oliveira started buying in

Why would he stop selling now when he hasn't all this time?

Not deramping. This is realism. Oliveira was the Great White Knight who came to the rescue when Acacia were going to dump the Woodford stock.

And now he's off and we are at the mercy of the retail cucks that bought in for a quick 2 bag or whatever they were hoping for

.

When you think Oliveira has got so many more to sell and so many of his so far have been bought by Retail Cucks who bought into Porky's Promises..

They have a lot of inside info such as the open label 0518/Keytruda data Coldbrew so maybe don't want to get done for trading on it

How should they make these investors buy stock Dave?

What would you like them to do Dave?

So much misinformation. Clinigen is not a company that does research and then develops drugs. It buys the rights to already developed drugs from other companies to then manufacture and distribute them. Don't know why someone would compare them to 4D as entirely different business model.

The milestone payments from MSD are not connected to the oncology collaboration. They are part of the vaccine collaboration with MSD and the total potential value is $1bn split between 3 different vaccine candidates.

Good link Rossannan, could increase relevance of 0518 to Merck as they had high hopes for the Lenvima combo for NSCLC.

Quote from the article you posted
"Keytruda monotherapy—compared with its combination with chemo—is often used in patients who have comorbidities, Roy Baynes, chief medical officer of Merck Research Laboratories, said in an interview. He indicated that the extra side effects of Lenvima in this frail population may have cost LEAP-007 a positive readout."

Exactly Boonco and they will have seen the problems Seres have had from just ploughing ahead with a P3