Member Info for Sangijuelas1

One of Woodford's picks Oxford Nanopore has done very well recently with a market cap of nearly £5bn since listing

https://www.labiotech.eu/trends-news/car-t-cell-therapy-microbiome/

https://www.biopharma-reporter.com/Article/2021/06/28/4D-Pharma-expanding-clinical-data-in-multiple-indications

https://www.clinicaltrialsarena.com/comment/microbiome-targeting-pipeline-immunological-indications/

https://www.genengnews.com/on-your-radar/living-biotherapeutics-explore-new-niches/

Finch Therapeutics also released some good P2 results and say they are going to start recruiting for P3 straight away

Any new disruptive industry like Microbiome Therapeutics needs to build a footprint and an infrastructure on its way to achieving success.
Investments are important as they will weigh on politicians and regulators so looks good that Seres have partnered with Bacthera who are building a Microbiome Centre of Excellence for commercial manufacture of LBPs including SER109 one of the LBPs that is closest to approval.

https://www.contractpharma.com/contents/view_breaking-news/2021-11-10/bacthera-and-seres-therapeutics-ink-commercial-manufacturing-agreement/

Seres up 25%

You can take the horse to water Dave but you can't make it drink.

Ok then I am here for the buyout

This is a good IQ test. Quite a lot of fails!

And yet they still think this is expensive?

Hi Steve that's nice of you to say. I don't really have any short term price predictions.

I am expecting the market to be underwhelmed by the asthma and pancreatic cancer results due to the small trial sizes and early stage.

Having said that I am extremely interested in what they have to say and it could be that the market likes the cumulative effect of more oncology results in PC and another high potential area in asthma.

A Blautix update with a commercial partner and upfront payment would obviously be pretty exciting as could provide a year or two's funding.

The 0518/Keytruda data is obviously where the real high potential is but expect MM games and shorters due to the complexity of the readouts (1 in 5 responders rate would be success but the doubters/derampers would come out to play).

And you never know what is round the corner. We could get a broker note from the likes of Jefferies with a $50 price target that could light up Nasdaq.

Whatever happens I am here for the buyout or the bankruptcy!

4D are one of the headline acts at Microbiome Connect in Boston next week.

The conference has added a focus on manufacturing and commercialising live biotherapeutics and Chris Carite is one of the headline speakers.

https://microbiomeconnectgutusa.com/events/microbiome-connect-gut-therapeutics-usa

If the vaccine adjuvant makes progress and Merck think it's worth developing then they already have $1bn on the table.

They are the ones that have to do the pre-clinical and clinical work as per the deal as well as share sales and royalties in the future.

If they have to do all that may as well take 4D out sooner rather than later!

They could get conditional approval meaning marketing authorisation pending further clinical data collection

In the NSCLC group with the right biomarkers

Dave 0518 is not 2-3 years away from coming on the market.

I honestly think within the next 12 months, maybe less

It meets an urgent unmet need and has an incredible safety profile

Importance of microbiome for Merck
https://www.merck.com/stories/merck-scientists-probe-how-our-bodies-bugs-impact-immunity-and-disease/

Yep and will have plenty of cash from their covid drug which was developed by their Exploratory Science Centre run by Daria Hazuda who is in charge of the 4D collaboration

Indeed, here is an example of risks of Lenvima which is approved for use in combination with Keytruda in renal cell carcinoma.

"Adverse reactions, some of which can be serious or fatal, may occur with LENVIMA, including hypertension, cardiac dysfunction, arterial thromboembolic events, hepatotoxicity, renal failure or impairment, proteinuria, diarrhea, fistula formation and gastrointestinal perforation, QT interval prolongation, hypocalcemia, reversible posterior leukoencephalopathy syndrome, hemorrhagic events, impairment of thyroid stimulating hormone suppression/thyroid dysfunction, impaired wound healing, osteonecrosis of the jaw, and embryo-fetal toxicity. Based on its mechanism of action and data from animal reproduction studies, LENVIMA can cause fetal harm when administered to a pregnant woman. Females of reproductive potential should be advised to use effective contraception. Based on the severity of the adverse reaction, LENVIMA should be interrupted, reduced, and/or discontinued.

This cancer drug Tivdak got accelerated approval by the FDA following a trial in 101 patients

https://www.clinicaloncology.com/FDA-Watch/Article/09-21/FDA-Approves-Tivdak-for-Recurrent-or-Metastatic-Cervical-Cancer-/64775

So surely best to ignore rather than give him the attention he craves

New starter? Need more training