Member Info for Soundsrisky

Confusing for sure. Looking at the price (and not whether its questionably marked as a buy or sell) almost everything that's gone through this morning so far has been a buy. Between 8.40 and 8.58 100,000 worth of buys have gone through at just under 35p, all marked as sells.

Good find @gggg21. Recent 4D oncology data results with Keytruda must surely be on their minds.

Finance is always a question mark for earlier stage Pharma's and its right to consider that. 4D have been recruiting multiple senior roles over the past few months and BoD pay increased. I'm not sure that would be happening (particularly senior recruits joining, who would no doubt seek assurances) if there were concerns about funding going forward. My opinion only. With the lack of RNS's we are essentially searching for crumbs and clues to make sense of any current situation.

Interesting to note that its 41 days since last RNS. Quick scan back through RNS's over past 4 years and there has never, that I can see, been a gap that long. We are now a far more developed company, attending conferences, running multiple seemingly successful trials, essentially lots going on and wanting to promote investment from NADSAQ and elsewhere, and yet no RNS for the longest period in recent memory? Doesn't it seem a bit unusual? Whether others choose to believe it or not, I do personally think we are in the midst of negotiations for a potential buy out. Who knows, that news could drop at any moment. Those that listened to the podcast yesterday will know that its entirely possible Merck or another might be interested in doing just that. I don't know whether they will or not but certainly within the realms of reasonable possibility.

Respectfully, I think your targets for a ‘telling off’ need to be those that spout utter drivel on this board (the 4p next week shorters etc). 150p and much higher is absolutely my expectation for this share. I’m lucky enough to enjoy a very nice life overseas with my family and have no desperate need for my funds invested here, so have no motive other than to share my passion for the work 4D are doing to treat some horrible diseases that have no doubt had an impact on many of us, or family members, in one form or another. I genuinely DO believe that 4D will be hugely successful. I know what we have here too and sentiment can change in an instant - case in point, AVACTA in recent weeks. Your opinion may differ to mine regarding valuation but I absolutely stand by it.

This is the same company that was 150p+ not so long ago with an expectation of potentially being 200-300p before bio stock sentiment and SO sells took hold. Since then they have released some incredible oncology results which could be game changing. We have still had a news and RNS blackout. I suspect the podcast was a means to placate shareholders. It was good, very interesting and positive but nothing/not much we didn’t already know. An RNS is still conspicuous by its absence. We await Oxford finance but there is no need for a news blackout for that. I still think there is more to it and that negotiations are taking place. What better time for Merck to pick up a bargain. If Oxford finance is announced, this will double at least. When Blautix P3 is approved the same will likely happen. Now is their opportunity and a reasonable offer would undoubtedly be accepted by the majority.

Yep, they are just toying with us. We all know the value here and it’s far north of where this is currently. Wouldn’t be surprised if Merck had a hand in all the Algo trades keeping this under tight control. We’ll never know. Either way, eventually, it will reflect true value I’m sure.

Looking at your spelling @sunnyca I think you’ve had too much ; )

Patents not patients : )

Hey, wait a minute - listening to it in full. I believe Duncan says at 11.14 onwards - ''we have 1500 patents and a similar number in application'' so 3000 patents!?

Taken out of context the 'something brewing' is of course a ridiculous statement to make without any supporting argument. Without wanting to have to repeat it all again there are plenty of reasons to believe that something is going on in the background. Its a leap of faith supported by a number of factors that could very well be the case. Its possible there might not be a sale, nobody can know that for sure, as likely as it may perhaps be. In which case I expect an update on Oxford finance, which Duncan has already alluded to.

@sunnyca - I always thought that you might be Steven Oliviera. If so I'm taking your post as a signal that you are finally out, I hope ; )
Hereshopin, I like the advert ; )

I don't like this one...

I like that last post : )

Love the podcast info. Appreciate that some of the info was RNS’d but good to hear again all the same. 40 days today since last RNS of any kind and media/social media blackout too……that tells a story in itself. It’s clear something is happening that they can’t say yet, and almost certainly with Merck IMO. Many new senior science recruits and BoD pay rises tells a story of a company confident in its future.

* Kickstarts the immune system where Keytruda no longer works - so massive value to Merck potentially.

"patient has no options left, we added in 518 and it gave them an extra 2 years of life" - Just amazing! Proud to invest in this. Again, huge value to Merck.

"We hoped for a perhaps 1 in ten, but got 4 out of ten responding well" - as above, brilliant news on both an investor and human level.

"600 plus patients tested and the safety profile is the same as placebo." - so potentially no concerns from regulators on any treatment line using LBT’s. Think about all of the other avenues dddd is exploring, Cancer, Parkinson’s, Asthma, IBS, Alzheimer’s and all of their patents….huge potential value.

"we now have over 1500 patents" (500 more than the website says) - building value and long term position as market leader. LBT’s are gaining traction and serious attention and the science/research seems to support their effectiveness. What value does 1500 patents (and increasing) hold for dddd?

Says MRK is the best partner he has worked with - they are CLEARLY interested in dddd! Charming the pants off Duncan, and he loves it too.

No question in my mind what’s about to happen but DYOR and invest or don’t invest as you see fit.

More after hours buys again? Approx 400,000

To be fair, probably a good thing they didn’t release good news today as it might not have got us anywhere. Better to wait a day or two for the market to settle. Let’s see what tomorrow brings.

You don't seem to understand how buyouts work, @masterbates. Any offer is required to be a minimum of highest price in last 12 months. So, approx 108p. That's minimum. I would expect it would need to be higher to be agreed by BoD and shareholders. They could also choose to finance in multiple other ways, Oxford Finance, Vaccine Milestone Payments, Licence and patent sales etc. Multiple options. You have such a closedminded and simple view. I am open to consider all possibilities, of course a raise could be one but that's not likely at these SP levels. It doesn't make sound business sense and I believe the BoD will be more savvy than that. Constantly shouting this will be 20p ....or 4p, as you often do, without any basis or intelligence just makes you seem like a simpleton. I'm sure you are not, but you do sound like one. I will very happily top up at these levels and continue to do so.

If only everyone could know with such certainty as you the exact price that a share will top or bottom out. We would all be very wealthy. You must be a very clever and rich man @masterbates. So rich and so clever that you need to spend your days writing drivel on a chat board where nobody listens to you.

Well its gone up then as you have said 4p previously @masterbates : )
Why does it need to bottom out? (though I think we are there already essentially) An offer would need to be at the highest price in last 12 months (approx 108p minimum) so it makes no difference whether this is at 4p, 20p or 37p before an offer comes in.