Member Info for Sangijuelas1

It is always darkest before the dawn.

Just wanted to get in there

Zoom meeting sometime might be nice?

Still waiting Alex Lse....

Alex, where do you see the similarities? If you are going to make a statement can you please present some evidence?

They are due to report on their phase 1/2 triple negative breast cancer trial next month.

Evelo have not demonstrated proof of concept in oncology. It's something that comes about from a clinical trial like the one 4D did.

At SITC Evelo were presenting pre clinical data.

4D were presenting clinical data. Demonstrating proof of concept.

Are we there yet?

That's what I read at 7am. What were you reading? Your horoscope?

1. 4D have developed an extensive library of samples of gut bacteria from hundreds of donors.
2.The platform enables these to be identified at the single strain molecular level. This allows for the discovery of rare single strains.
3.These single strains can be further broken down to identify their specific function on different elements of the body- immune system, central nervous system, metabolism etc. This multiple functionality of single strains is different to Seres approach who look to achieve multi-functionality from a consortia of different strains. The 4D approach is potentially more stable and will give more consistent results.
4.4D scientists stress that this is a rational approach to drug discovery, thereby suggesting that other approaches such as probiotics, faecal transplants or other companies in the microbiome space are more into a hit and hope aporoach. Demonstrating functionality this way will be key to convincing regulators of their value

This presentation is one of the strongest indicators I have seen of the strength of the science behind the 4D approach.
It is very hard going. It is the 2nd time I have watched it. And I will watch it again.
The key takeaway is how the work done up until now validates the single strain approach that 4D have adopted, whereas rivals like Seres have opted for a consortia approach combining different strains.
The explanation of how MRX 0518 was identified as a unique single strain with a specific function (produces the protein flagellin) whilst other very very similar strains did not do so to the same degree seems to be a strong vindication of the approach.

So the Great Maze, what was your investment rationale here?

Seriously it is becoming harder to find opportunities for unicorn investment on public stock markets as more and more highly promising companies like Graphcore or SpaceX are staying private until they can IPO at prices that deliver most of the value to the early stage funders.

Dividends from future royalty payments

You have a choice. You can look at the nominal value of any shares you hold based on the daily price or you can look at how many shares you hold and what percentage of the company you own.
If you have not already done so I recommend you take some time to look into 4D, annual reports, presentations, RNS', interviews with CEO.
It may give you a better idea of the future prospects of 4D than some of the posts on here.

Alex, the vast majority of posters here are hoping for a short term run up to £2 before Xmas. Hence the clutching at straws around the impact of a Nasdaq listing as a short term catalyst. Most of them will eventually give up and take the loss as they find another rainbow to chase.

The thing that will cause significant long term SP appreciation is the Micro RX platform which could turn out to be the Google search engine of the gut microbiome

Not that bothered as it pushed me to buy more anyway.
Goes to show you shouldn't buy a company if you're not prepared to hold for at least 10 years.

Presumably because 4D shareholders could vote against the deal and they would be stuck holding a SPAC with no target