Member Info for Sangijuelas1

And also we need to be clear that these will be preliminary insights from patients on an open label trial where recruitment will not be completed until the end of the year.

Lots of talk about the forthcoming 0518 data release.

Worth considering how to interpret it. For example, say there was a positive response in only 1 in 4 patients.

This would seem bad no? And no doubt the board would fill up with derampers screaming about what a terrible failure. This happened with the first set of results from 0518, which were later agreed were phenomenal.

But 1 in 4 showing a positive response would actually be extremely good because we are talking about cancer patients with no treatment options available. People on the trial are so sick that they are at risk of dying in the trial period and I think that at 1 patient on the first trial passed before they could participate.

So it would make sense to discuss expectations around the results so people don't get shaken out

Their approach is quite a bit different in terms of the science. Maybe they used the same web page design tech?

But they seem like a good set up and I would rather invest in them than the likes of Seres.

There's another company in the space. Enterome. I would really like to invest but they are unlisted.

Their investors don't have an SP to be concerned about. I wonder how they manage?

Do you find it helpful watching the SP on a daily basis?

Funny cos I am inclined to buy on the sells

I bought into the company, not the short term price action so I am here as long as it takes to realise significant value.

Article from last year optimistic about liquid biopsy approvals

https://medcitynews.com/2020/11/string-of-fda-approvals-gives-momentum-to-liquid-biopsies/

Am I right in thinking that any FDA conclusions would be announced around lunchtime or later UK time rather than by a 7am RNS?

I am going by typical FDA notifications of drug approvals, which can come at any time during the US day and sometimes lead to share trading suspension for the companies involved so the market has time to digest results.

Seem to have stopped. Maybe just because low volume but they would normally carry on to drop the price further.

Looking good, interesting to see where will go once buying picks up. Maybe they achieved their target with last weeks lows and have closed position.
Or maybe news was leaked to them or they are anticipating the 0518 results release.

Ok Muck but next time please limit yourself to 25 boxes of your finest AffiDX and make it snappy!

Not to mention ****ing with the poor sales guys conversion rate of calls to sales

Nice Muck but every time we waste their time contacting them we could be stopping an actual customer from speaking to them.

So while it might help you to steady your nerves you might actually be contributing to the losz of sales

Looking at the trades you can see the slapdown sells from the shorts on any buying volume

Chemo is actually very effective. It is just very debilitating and dosing has to be limited. Some companies like Avacta are working on using more precise methods of delivery to target the tumour and not the rest of the body.

I am so sorry to hear that.

It's crazy that there are so many people whose treatment is currently delayed that could possibly benefit from 0518, which has so far proven to be completely safe. The potential benefits of it working would outweigh the risk that the treatment didn't work if there were no other options.

Re the neo adjuvant monotherapy (taking 0518 instead of chemo prior to surgery) I will need to take another look at the previous presentation to see what the discussion was of genetic changes in the tumour.

If you haven't already take a look at the SITC presentation on the website

https://www.4dpharmaplc.com/en/investors/reports-presentations

I think the biomarkers discussed will be based on further analysis of the first set of data from the initial part of the 0518 Keytruda trial. They mentioned the value of doing this in a recent presentation as it will provide further evidence of the mechanism of action of 0518. All very important for any FDA submissions and also future trial planning for 0518.

And you are definitely right about the tumour reductions in patients who were no longer responding to Keytruda and had no other treatment options. The 0518 data from the first trial was phenomenal and one of the main reasons I am so heavily invested here. In addition to lung cancer I think there were also reductions in renal cell carcinoma.

Last few days there does seem to be a new buyer on the scene.

Seems to be US based. All started when the OTC stock was listed in the US (not the LBPS Nasdaq one).

On July 4th holiday there was a brief spike because the algos were on hols for the day