RE: A Takeover now would make sense2 May 2022 09:34
Potential for a takeover is VERY strong IMO;
Q1 Pharma Mergers & Acquisitions have been hotting up.
SP close to lows despite incredibly positive recent oncology data and safety profile of their LBP's. This makes 4D very vulnerable, and attractive.
Close ties already with Merck who report 23% rise in Keytruda sales in Q1 (4D's Mrx0518 seems to increase its effectiveness - potentially worth the buyout money on its own)
4D requiring funding at some point in the future - no urgency and I believe Oxford finance will support but good to get this resolved. Buyout would provide the funding to release the potential of the company.
Radio silence from DDDD for a month now (VERY unlike them recently) and this following the oncology result success - potentially bringing about acquisition talks?
If DDDD were planning a raise then they would be doing what they could to boost the share price, not let it languish, and not be talking about funding from Oxford finance in interview video's.
Merck (who, for obvious reasons, are the most likely buyer) gain control of 1000+ LBP patents in an area of medicine that is increasingly in focus and of interest.
Nobody can second guess Merck or another big pharma and I wouldn't claim to be able to do so either. However, regardless of that, its absolutely ridiculous that we are at 37p at present given the pipeline and oncology results. We could easily be 3 or 4 times that in a very short space of time even if no buyout. Upside far outweighs any potential downside, again all IMO.