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and the brave.... The best time to buy great companies in when they are relatively out of favour, not when the SP is booming up. Buying at this level and you will be rewarded. £130m market cap - makes me smile. The upside here is BIG and not just in the medium-long term. I think Q1 2021 will be when we hit £1 billion, once on NASDAQ and the news flow expected over the next few months has borne out. A new partnership (oncology or IBS?) will blow the doors off this (AND the company has said they have a number of interested partners for IBS), both financially from upfront payment and sentiment driven interest in the company. Duncan Peyton recently said in an interview that his phone is ringing off the hook.

Terrier - a good 4D LTH. Where has Noix gone? I've added 15,000 more shares today. I have a huge position here now. Fortune favours the patient.

It’s funny to watch people bail out of here. Sometime in the next two months, there will be some very regretful sellers.

Don't forget the big picture here. DDDD has shed £500million in value over the last 3-4 years. Ask yourself the question, whether you think £140m market cap (current valuation) is too high or low and then take your position accordingly. I am long all the way to £1billion but I appreciate some investors only see in 1-3 month windows. Trying to scrape funds together to add here!

Let’s see what happen over the next month or so - I suspect some new partnerships will be announced - MRX or Blautix tie up would be BIG

Incredible to think that 4D was at £650m back in 2016 when very very far way from market. And now we're close, we're at £150m.

ha - you have to laugh that the share price came off during the presentation. The analysts on the call seemed pretty positive tho. We need to get onto NASDAQ asap!

Forward looking statements to be made. This is going to be good.

and there is an option to ask questions ! anyone got any good ones?

Flicking through the slides just made available - meeting with FDA in Q1 2021 to discuss findings and approval pathway. Fast track time methinks...

Not heard from Duncan in a while - i smell something big cooking in the kitchen - a big old juicy christmas turkey. Could be new Merck deal. Could be IBS partnership, could even be a Covid-19 surprise...

Honestly so excited to see DDDD grow

@Nelson - Yes, first commercialisation is probably about 18-24 months away. The market is assigning a value of £150m to the potential of the company. This is ludicrously too low in my opinion.

A catalyst for the initial re-rate will be some form of new partnership - oncology, IBS, Asthma... It will come off the back of the great data we've seen. For example, if an IBS phase 3 partner is found and we receive say a £200m upfront payment (I seem to recall recent similar such payments being up to $350m... but perhaps someone can help me out here?) then that should be at least a 100% gain in a day. Taken from the following link "As such, Blautix has the potential to be a first in class drug, and management believe this data in its totality will be sufficient to progress the programme into a Phase III pivotal programme, whether independently or with a licensing partner (TBC). We note that 4D are in ongoing discussions with leading pharmaceutical developers in the IBS space, and data should be viewed with interest by potential partners. As such, Blautix has the potential to be a first in class drug, and management believe this data in its totality will be sufficient to progress the programme into a Phase III pivotal programme, whether independently or with a licensing partner (TBC). We note that 4D are in ongoing discussions with leading pharmaceutical developers in the IBS space, and data should be viewed with interest by potential partners" - https://*********************/companies/uk/pharmaceuticals/4d-pharma-plc/research/n-1-singer/blautix-phase-ii-data-shows-response-improvements/4d45d2b5-a757-4cf2-91e5-ad5eb6aa5d86

That is not even touching on the rest of the company's pipeline.

This will catch many off guard IMO - the time to get in is now, when we are valued so lowly.

Just a thought - if we get a partner on board for phase 3 Blautix (pretty confident we will) then the upfront payment will probably be up to double our current market cap, in cash. I think i saw some recent LBT examples of this - anyone able to add colour?

FWIW, I think the lingo will be very scientific, as this is a conference of leading cancer doctors! One hopes that some biotech focussed funds have their scientific bods on the call. I have written a post-it note on my monitor which reads "don't sell 4D Pharma until £1 billion MC is reached - trust your conviction!" - helps when i see my 4D holding swing by £15K intra-day!

My take on what’s gone on here. DDDD was one of the most traded U.K. stocks for a good few weeks before and after the IBS data. We have seen a large exodus of the short term retail shareholders and some significant shorting. The shares have/are in the process of moving from the impatient to the patient. Once this process is complete, there shouldn’t be too many shares available to buy. Once on Nasdaq, this will create extremely strong upside pressure, as US investors and shareholders will be scrambling for hardly any shares. The more I think about this, I actually think a big capital raise soon after listing on Nasdaq would be for the best. This will be at a premium and should create some additional liquidity on the US side and will provide the company will some ammunition to pursue an even greater pipeline. So much to play for. Will be interesting to see what happens next week after the conference - my gut feeling is that DDDD will be receiving a number of serious phone calls!

Hi all,

I've started an investment blog covering my favourite companies (got 22 more to write, which i'm aiming to do over lockdown!).

First up was my blog/research note on 4D Pharma - my number 1 fave! Second up is GFIN - please do provide feedback, good or bad!

Here's the link. Please feel free to share it on twitter, other boards etc...

https://rrrti.blogspot.com/2020/11/e-sports-is-booming-invest-in-market.html

Also, you can follow me on twitter @richardjp87, where i'll be posting links to all my future blogs. Got some crackers lined up, which i 'm excited to write.

Good weekend all.

Thanks! That was a typo meant to read 650 not 850

Hi all,

I'm starting an investment blog covering my favourite companies (got 23 to write, which i'm aiming to do over lockdown!).

First up is my blog/research note on 4D Pharma - my number 1 fave! Knocked this up last night and this morning, so please do provide feedback, good or bad!

Here's the link. Please feel free to share it on twitter, other boards etc... Time to spread the news about 4D Pharma, as I feel that there isn't really anything out there in terms of proper research on the company.

https://rrrti.blogspot.com/2020/11/4d-pharma-plc-best-risk-reward-play-on.html

Also, you can follow me on twitter @richardjp87, where i'll be posting links to all my future blogs. Got some crackers lined up, which i 'm excited to write.

Good weekend all.

Very difficult to predict next week, as no doubt it will take a while for any iis to take chunky positions... 350 mentioned below would give us a valuation of roughly £450m. Seems entirely possible, depending on what the data shows. I imagine a lot of the traders will sell up at around £2 and the process to transfer the wealth from the PIs to big boys will take a while.

Personally, I feel £1billion should be the target for Q1 2021. This will be the point at which I reduce my position size. The share price would be £7.61 and I would make £1 million! That's the plan - call me a nutter!

Good reminder MTSparky - Think the penny will drop with the scientific community after the conference...