Why wouldn't you buy? Why would you sell?26 Aug 2021 11:08
Last placing at 110p including director buys and Merck taking a further chunk. Good enough credit risk to secure a loan from Oxford Finance so funded until the end of next year.
Updates due on 0518 /Keytruda combo and the asthma drug.
Partnerships in place with Merck and Pfizer.
Multiple recent microbiome articles for both academics and investors referencing 4D.
Decision due later in the year on how to take Blautix through to pivotal trial.
In addition to 0518 for oncology , the Micro RX platform has turned up a second generation of LBPs for cancer.
Trials due to start for 0518 with Bavencio and the drugs for neurodegenerative in Parkinsons.
Issues with Seres and others consortia approach (failed trials etc) makes me more confident in the single strain approach that is able to clearly demonstrate functionality and causation rather than correlation. The regulators will like that.
Company is targeting not just new drugs but a new area of medicine. There is still not a single LBP approved. Various candidates have completed P3 and when an approval comes interest in the sector will increase greatly.
Safety profile of the LBPs is key. If the drug works for severe asthma, patients will be able to stop taking corticosteroids, which are extremely debilitating with multiple side effects.