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Increasingly likely IMO. At this price and with recent results and already ongoing collaborations we are a sitting duck for a buyout. Cheaper for Merck to buy the whole company than paying vaccine milestone payments. Its almost a no brainer.
Well, well, well..... all I can say is that no company that is so obviously keen to attract investors and investment, particularly in the US, would remain silent for so long (both RNS and online media) without good reason. It simply makes no sense without there being reason for the silence. The longer this goes on the more it cements the buyout belief in my mind. Ok, lets play that game then 4D. We know you are up to something. Lets hope it will blow everyone's socks off : )
C’mon 4D Pharma, give us a decent RNS to start the week off positively. It’s been MORE than long enough since you communicated anything of any kind, RNS or otherwise. Pretty please. Thank you : )
….Maybe not SO dumping (not sure why I added that) as I’ve argued the ‘buy’ case in my previous post : )
Think the short interest has reduced so someone in the know finding out there is news next week would be my guess. Can’t see us going through another week without news.
You’re right, @crl123, often hard to tell with mm games so can never be 100% sure. Having watched the price for much of the day yesterday, sad I know! : ) I don’t think there was an opportunity to offload that number of shares for a price as high as 37.9. Anyone selling that many (crazy to sell at the current share price anyway) would almost certainly have been offered something much lower. So, I do think they were buys, which may also explain the uptick at the end of day. That being the case, then they may have been shorts closing, SO dumping his final few or someone in the know buying before news next week. It’s a lot for a PI to suddenly buy in a handful of tranches without good reason when the price was lower to buy in smaller chunks for much of the day. Nobody can know for sure of course.
Unless I’m mistaken there looked to be 275000 of buys after hours? All at the same 37.90p of the UT buy. Positive end to a tough week. Let’s hope the silence from 4D will be broken by something worth waiting for. Happy weekend all.
Are we going to finish blue for once?!
Never did quite understand selling on a whole market down day. Guaranteed way to lose money. Wait and have patience.
Something tells me that today won’t be very good….
Close at 39.17p on google?
You never know @sileng. Did you see #VAST this week? Surely a Merck buy out would have a similar impact, no?
Well, its possible that no news is bad news but given their fairly regular comms before this last month, its certainly unusual. As mentioned previously, they may want to keep SP low for a sale so a lack of comms may help with that. We know that DDDD will need some money in the future - no immediate concerns but it will be needed eventually, a sale would help with that. We recently received some really positive oncology trial data. DDDD have multiple avenues they would like to pursue - a sale to big pharma (Merck for example) would also help with that. Merck would no doubt be keen to get hold of 0518 to support growth of Keytruda sales (in the $Billions) plus the 1000+ patents DDDD hold with regard to LBT's. If Blautix goes to Phase 3 (highly likely) then the SP will leap from here and Merck may be forced to pay more. Total speculation regarding a sale but the pieces certainly fit at the present time
Lol! @Buyhigh :)
Hey @Fornef. What I mean is, lets say Merck are keen to buy at 150p and the 4D BoD are in agreement. If the share price is at 100p when this news is delivered to shareholders then they may not vote for it - not too much gain for a VERY long period of shareholder pain! If the share price is at 37p, as it is now, then I suspect most shareholders would (perhaps reluctantly in some cases) agree to a deal at 150p. Its therefore potentially beneficial for the deal to be accepted if the share price is as low as possible upon announcement.
All speculation of course, there may be no sale, though I would at least expect updates on Blautix and Oxford Finance shortly.
Personally, I DO think buy out talks are happening behind closed doors, there is no good reason for the radio silence from the company if that's not the case.
The thing is, I'm not desperate for my invested money to come back to me or to make any immediate profits (though that would be nice of course!). Its simply that I want good things for this company and do believe in what they are doing. Its frustrating to know how much better presentations, investor relations and communication CAN be (based on other companies) and yet not see it happening from 4D. There is no excuse for the lack of comms this last month. I appreciate that there may be motive behind it and perhaps not wanting to raise the share price if a sale is going through, but its just good manners to share what's going on in a company that many people have invested lots of money into. What are IR and marketing earning their money on this month?
I had to email IR twice last time to get a response. Not the most efficient or engaged with investors.
Yes, suspect that’s very likely the case.
Not that it will do any good but if anyone wants to contact investor relations to find out why they aren't apparently interested in investors email below;
ir@4dpharmaplc.com
I think all of the marketing and investor relations team must have left the company. Seriously 4D, this is getting ridiculous.
Exactly. You don’t go into a placing, trying to raise maximum funds at the maximum SP level, by staying silent for a month and allowing it to languish. You might go into a sale like that though if the price has already been agreed. The lower it is currently the happier shareholders will be to be bought out.