Yeah good to get the shout out in the article. The professor they quoted is not independent as he has his own microbiome company Axial Biotherapeutics, which are focused on CNS disease. Could have referenced some of the clinical trial data to counter his point.
It's one of those things where a journalist is pumping something out quickly and people that have researched it over a longer period can spot the flaws.
Hadn't seen the article before. Not much depth to it. Strange to contrast 4D with a start up company with a consortia approach when others like Finch and Seres are much further down the line.
The California professor sounded pretty clueless as he was referring to results in mouse models, when there have been extensive trials in humans.
It is always important to be really clear about the diverse approaches being employed to harness the microbiome. It's a spectrum from probiotic mixes, FMTs to the kind of single strain work 4D is doing. There is no reason why a diversity of approaches is not likely to emerge.
However, the more I understand about the 4D approach compared to others the more confident I feel.
2 reasons although I have others. I noticed that Seres dropped their oncology trial for a consortia drug mainly because of problems in the FMT control group. (FMTs banned during Covid). So it seems they need to demonstrate efficacy with an additional cohort whereas 4D can stick to a normal placebo group.
Second, the regulators will expect to see a clear demonstration of functionality. Exactly how the drug works in the body. A lot easier to do with a single strain than with a consortia.
The article mentions engraftment and dysbiosis. Neither of which are relevant to the 4D approach. Don't look to engraft, rather have the drug enter the body, do its job and exit.
Not looking to treat general dysbiosis, more the actual condition being targeted. Discussed in the Investor call yesterday.
Good sign if Jupiter shorting. You would think they would have learnt their lesson from shorting Tesla
"James Clunie has parted company from Jupiter Fund Management PLC (LON:JUP) after several calamitous calls hit the performance of the Jupiter Absolute Return fund, which he has run since 2013.
The fund is down 17.6% since the start of 2020, with annualised losses of 8.5% over three years.
As well as taking a short position in Tesla, which turned out rather badly with the electric car maker’s stock rocketing over 600% since January, Clunie’s other shockingly bad shorts have included Amazon (NASDAQ:AMZN), Netflix Inc (NASDAQ:NFLX) and Chinese electric vehicle maker Nio Inc (NYSE:NIO)"
RE: Revisiting the recent business update07 Jul 2021 12:23
Also I think a lot of PIs buy the BS spouted that because the Government are opening everything up Covid is Done. Probably because they source their news from the right wing press barons running the Times, Telegraph, Mail etc
What the Government is doing is basically creating a situation where COVID-19 will carry on getting worse rather than better.