Member Info for Sangijuelas1

They don't do any company analysis. It's all just based on trading stats crunched by a computer

Is that this year or next RD?

There's a reason why the likes of HL and AJ Bell give you apps for free with live price streams.

It's because it encourages trading.

In the old days you would have had to go to the exchange to know what the price was.

Other than that you bought from your broker and probably got a report on the price every few months.

People want a comfort blanket of a healthy SP.

I never had that when I bought Tesla at ridiculous lows. My only mistake was not having the conviction to buy more.

I have heard a whisper that they are in talks with the landlord and they are offering a free trial with a view to securing an order of 4x25 by September.

Watch this space

Picked up some more yesterday. This one is growing on me

Barclays and HL are retail investors platform holdings.

People don't listen to the news that has already been given.

-Reported data on 0518 as a neo adjuvant monotherapy, with demonstrable tumor reduction from taking a few tablets. Further data is due on this and they are planning Part B.

-0518 collaboration with MSD for a combi treatment with the highest revenue drug in the world that can only be used in a limited number of patients. Phase 1B currently being run in 120 patients at 4different US sites for about 4 different solid tumours. This time they are looking specifically at clinical benefit as the 1st part was primarily safety data. This is a life saving treatment for Stage 4 cancer patients.

-Another 0518 collaboration set to start later in the year with Merck Kgaa and Pfizer with Bavencio which is the only approved 1st line maintenance treatment for bladder cancer. Again Bavencio doesn't always work and microbiome deficiencies have been shown to be a key factor.

-Currently running 0518 trial in pancreatic cancer with radiation therapy. Data due later in the year.

-MSD has a 5% stake, most of which was taken out when 4D entered a 2nd collaboration with them to discover vaccine candidates, with potential milestone payments up to $1bn. If MSD do take any of the vaccine candidates forward this would be an incredible validation of the Micro RX platform as a LBP drug discovery tool.

-Completed a P2 trial in Blautix with very promising topline data, and in yalks with FDA about designing a P3 trial. Can get approval purely on bowel habit as primary endpoint and this was where the data was strongest.

-Developing candidates for neurodegenerative disease, starting with Parkinsons. Invited on to scientific advisory board of Michael J Fox Foundation and working with Parkinsons UK for patient input in trial design.

Most of this stuff has been announced over the last 12-18 months.

As we know the market is only going to really sit up and pay attention when pivotal data is released or the company receives a significant payment.

Effectively. They were saying around the time of the Nasdaq listing June time.
Now seems to have been pushed back a bit. They may want to report on more data in one go and their main focus will be discussions with the FDA.

If they only report on say 30 patients now, it's not likely to be taken well by the market anyway. Maybe best to report a larger set of data.

Other things could happen between now and then.
Vaccines news
Another oncology partnership
Blautix deal
Mega buy out

Funding is being mentioned in relation to the possibility of doing a Blautix P3. There is cash for oncology and asthma but not to run a P3 trial.

Anyway it will be in Q4 when they announce what they are going to do with Blautix as per the last Proactive interview

If anyone was paying attention they said in the oncology investor call to expect read outs in the Autumn

Bought into PATH not Prism

Earnings due later. I bought in after giving a lot of consideration to investing into Blue Prism, which is trading at about a 50th of PATH.

I made it quite clear if you read my posts.

The biotech sector has been hard hit in recent months.
The Biogen decision has given the sector some stimulus.
A decision is due on Teplizumab next month, which if gets approval will be good for Tils.

Biotech’s across the board were up pre-market and as the UK market is dead Tils is useful because of the Nasdaq exposure it gives.

None of my posts said anything other than this. I would be open to trade this but not to hold long term because I prefer other opportunities.

Have you got a recent quote from a Government minister referencing a sovereign test?

It ****ing passed PD whereas Avacta didn't even get close
https://www.gov.uk/government/publications/assessment-and-procurement-of-coronavirus-covid-19-tests/outcome-of-the-evaluation-of-rapid-diagnostic-assays-for-specific-sars-cov-2-antigens-lateral-flow-devices

U.K. Government validated at Public Health England, Porton Down Laboratories
Detects New Virus Strains
MHRA Registered
Nasal only test
98.8% Accuracy
CE approved and ISO certified
2 Year Shelf Life
Individually Packaged and Numbered
Results in 15 Minutes
Next Day UK Delivery*

Go to certification tab for the CT

https://www.lateralflowtest.co.uk/product/flowflex-covid-19-low-level-nasal-non-invasive-swab-antigen-rapid-test-kits/?gclid=EAIaIQobChMIsuizjp-I8QIVgtxRCh025QgBEAAYASAAEgJhvvD_BwE

It will be because they can give it a CE mark for use here but the CE mark from the UK will not be recognised as valid in the EU so they will have to get a separate CE mark from an EU regulator.

It's not complicated