Member Info for Sangijuelas1

I am not dismissing ISA investment. I just mean that I am still hold in ISA but sold up in dealing accounts so as to transfer cash to Isa.

I have Wyn filtered as I think charts are a waste of time when it comes to investing long term in small cap stocks.

If I have a gripe it's that everyone says don't worry if the LFT falls down. There's the cancer treatments as if these will just be magically approved without delays or other issues.
There are so many investment opportunities out there it is a shame to get tied down to one based on assumptions about the future that are not sufficiently interrogated for their validity.

I said I sold 25% of my holding. I still have in Sipp as I can afford to wait there. The ISA holding is debatable.
The company has a lot going for it. It could also be a TO target. But at the moment it's all about the LFT as despite the potential acceleration of approval towards the end of the AVA6000 that doesn't offer cover for delays getting going.

Well they are expecting delays hence them flagging it up in the Feb RNS

Yeah Mikey but I have held and accumulated 4D since 2017. I have interrogated my investment decision there many times and have kept coming back to the conclusion that its a hold

They were valued at £10 a share before I invested with a market cap of about £650m. Based on nothing but hot air. They have since progressed through clinical trials with positive results and are worth much less.

When I interrogate my investment decision here I get doubts that are not easily resolved. I sold out 25% on Friday as there seems to be a massive problem with getting clinical samples.

Did Innova have this problem?

I am not saying 4D is a better company as they are very different.
My issue is that I am not going to wait around expecting AVA6000 deadlines to be met by a company that has continually missed deadlines.

That's a bit like sticking with an abusive partner expecting them to change whilst being gaslighted at the same time.

Because 4D is massively undervalued.
30% of the shares are held by loose fingered retail investors who haven't really got a clue.
The point is that they get on and launch trials more or less within the scheduled time frames.
I am doubtful that Avacta will be able to progress trials in a timely fashion and part of the problem is the reliance on NHS resources.

Also there will be a lot of faffing around with dose escalation that will take additional time.

Who reckons the first patient will be dosed with AVA6000 in the summer?
Avacta say timing is dependent on C19 and hospital resources. So they are getting the excuses in early by the looks of it.
4D have been running cancer trials, that includes intravenous dosing in combination with Keytruda, throughout the pandemic at 4 different sites in the US. They are actually ahead of schedule.

Yet when they tried running a c19 therapy trial in the UK it couldn't get off the ground because all research resources in hospitals were switched to vaccine trials.
Given the delays with the LFT I remain sceptical.

Jeffries valued them at close to $1bn. Their SP jumped nearly 25%. Jeffries have been on some of the 4D investor calls in the past so hopefully they will give 4D a good write up at so point.

No Zacks Investment is a well respected US broker and research provider.
Zak Mir is a UK share tipper.

You also seem to be confusing Zacks Investment Research in the US with Zak Mir

Zacks also predict product to market in 2027-28

No it's not heavily shorted. Just 1 day to cover

Because they are 10 years old playing with a trading simulator

And as milestone payments total $347m for each vaccine taken to market, part of milestone might be triggered on delivery of candidates for further research by MSD

Funds until Q2 next year although an additional fund raise later in the year wouldn't be that surprising or maybe a shelf registration on Nasdaq.
Another possibility is out licensing the development of Blautix and maybe Thetanix, which could bring in £25-50m upfront payment.
If they deliver candidates to MSD for the vaccine collaboration that would represent a serious validation of the Micro RX platform and would likely mean other partners paying upfront to use the platform for candidate discovery.

https://www.msn.com/en-us/health/medical/tlsa-in-a-tizzy-about-tiziana/ar-BB1fzmo1

So not down to Tesla!