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The fact that the shorts haven’t closed and have in-fact increased since the merger announcement is very good news. It means the SP rise has had nothing to do with shorts closing. To close these shorts is going to be very costly for the shorters and will have a significant impact to the upside. Watch this space. I thought the short squeeze was happening on Friday but clearly not! FWIW, my initial end of jan 2021 price target is £11. This is the equivalent to a market cap of £1billion and would put us at 35-40 % of the value of Seres. This target is dependent on (i) the data for MRX1058 (the Keytruda data and the monotherapy data) being as good as expected when released in the next few weeks, (ii) the Nasdaq Listing completing in mid Jan as expected and (iii) no unexpected bad news arising (difficult to see what...)

May sound overly bullish but that is my honest view of what a fair valuation of the company is. I called the same with NYCT when it had a £200m market cap a few months ago and was vindicated (you can go back and see my posts on this).

I have posted before on this but in my view DDDD is a far better company that Seres. Much better pipeline, better AI and tech, biggest upside revenue potential (Keytruda is one of the biggest selling drugs in the world), 20 percent management ownership, leader in the LBT field... the list goes on

Seres Therapeutics gained almost the entire market cap of 4D Pharma, on Friday alone! I think October, November, December will prove to be the best quarter for 4D shareholders since the company listed on AIM. The re-rate simply MUST happen

You ain’t seen nothing yet. We are looking at THE best risk reward share on AIM. Just wait. Good weekend all

I think someone mentioned that 4% of the company's shares were on loan (so roughly 4% shorted). That is a hell of a lot of shares to buy back. Short squeeze started yesterday in the last hour. Today could be glorious. You would expect them to all close out today - or at least try!

FWITW - i've done hundreds of hours of research into 4d and have a substantial holding here and I am beginning to believe the £1billion valuation could come sooner than most people think. I originally had 18 months in mind but I think the data being released over the next few-6 months will be seen as groundbreaking by the science/pharma industry. Let's see - i'm relaxed - this company will win out eventually - just takes time for new cutting edge technology.

Seres - $2.5b
Replimune - $1.7B
Various others in the hundreds of millions
4D Pharma - £150m!

In my opinion, DDDD is the best company in the LBP space. Best pipeline, best IP, best AI, most invested management, best science.

DYOR - my target is £1billion market cap.

I can sell 95K worth in full above the live bid - shorts mopping up everything they can get their grubby hands on

this is what you call the start of a massive short squeeze. Will take them a while to unwind these shorts. When is this gap to 80 happening de-rampers?

Correct - 110 just the recent capital raise price. So many shares need to be bought back by the shorts. This will rise from 108 don't worry

Is going to be very significant. Duncan Peyton dropping some big hints on today’s Vox Markets podcast.

However! US investors can buy into LOAC (effectively the new DDDD group) in 24 mins!

13% of the company's shares will trade on NASDAQ until such time as the company raises more capital on NASDAQ. Once listed on NASDAQ there will probably be huge US institutional and fund demand and so a capital raise at a significant premium is definitely on the cards in Q1 2021

Incorrect. If the price is higher on NASDAQ then you could transfer your cheaper AIM shares to NASDAQ and sell at the high price. The prices on both exchanges will be the same. DDDD will start off with most shares trading on AIM and therefore AIM will wag the tails dog unless you have US investors seriously bidding up the limited US stock.

Won't happen - the two prices should correlate exactly. Otherwise, you have an arbitrage opportunity. Very rare and any gaps will quickly be closed.

£1.10 is just the value LOAC have attributed to DDDD for the purpose of the merger. Just because they have acquired an interest in DDDD at £1.10 doesn’t mean that US investors can’t take LOAC above that valuation on NASDAQ. Please correct me if I’m wrong

To be clear tho, LOAC for all intents and purposes can already pretty much be treated as owning a share of DDDD, so it will still be interesting to see the market reaction at 2.30. Gets pretty complicated but essentially the demand for LOAC shares will be indicative

Agreed. You may get some early US retail investors taking it a bit higher but I would imagine that the big boys will wait until the deal is approved by DDDD shareholders...

Yes @MTSparky - 2.30 pm will be interesting when LOAC starts trading on NASDAQ. See what the reaction is...

Yep - technical uptrend looks glorious here. Bounce of exactly the bottom of the trend line. Can anyone guess where the SP is heading? Hint - see upper trend line

https://snipboard.io/SAgMz5.jpg

Sorry for the spamming all! Lots of thoughts going on in my head. One other big benefit here is that I imagine a lot of UK funds will have been sitting on the sidelines here, waiting for some sort of heavily discounted placing. They will be forced to get in on the action soon (before the US listing) or risk competing with the vast number of US small cap pharma funds....