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Ha. I feel like a dumb-ass for sure. I'm struggling to understand why this was valued at almost £700m a few years ago (at which time Neil Woodford thought the company was massively undervalued!) and yet the market cap has fallen to £120m (and obviously much lower in the March crash) despite the fantastic strides taken in that period. Anyway, no point complaining - the market is harsh and clearly us long term shareholders are a crazy bunch!

Hi Lesiurely,

I agree with your comments on IBS - I was rather saying that an update on the plans for phase 3 rather than phase 3 commencing anytime soon. Agree re. Covid - to me this is just some potential icing on the cake - the read-out will be most interesting for Asthma. Re. 14 November - we shall see but from the previous RNS on the conference, it appears to me that new data will be revealed. Of course, all speculation - just my best guess.

In the following order of importance imo:

1. Positive Keytruda oncolocgy update - expected on or before 14 November
2. New data re MRX0158-001 as a new monotherapeutic treatment for cancer - expect some initial data on or before 14 November
3. Plans for roll out of Phase 3 trial for Blautix and any potential partnership deal - by the end of the year
4. Update on any plans for NASDAQ listing - Unknown
5. Confirmation of new funding with new US investors - Unknown
6. Asthma trial update - End of the year
7. Covid trial update - End of the year

Have i missed anything?

Totally agree. I hate sounding ‘rampy’ but this has the potential to be valued at a billion in the next 12 months, IF ONCOLOGY RESULTS PROGRESS AS WE EXPECT. This is just looking at Oncology! To me DDDD is being valued as a chancer company in a mucky scientific field (just look at its market cap decline over the years!) despite the game changing data from 2020. People can spout shiyte about a gap down to 80, 70 pence or whatever but at the end of the day how many companies on AIM have the potential to 10,20,30 bag in a couple of years. Reminds me of Ceres Power from a few year ago - a pioneer in a new space and look at at now - £1-2bill company. Directors own 20% too and I imagine they know that they will be getting very very rich soon. Also, no PDMR buys recently despite the obvious excitement - could they be in a restricted period. I imagine they are given the data due to be released is probably known to them. Also R Griffith buying another 500k recently - he will be in the know about the potential imminent sentiment shift. As I’ve said, I’m on board for 3 years whatever happens. I’ve put in £100k which is a Very decent chunk of my total worth - I am confident and am hoping that this will make me my first million. Obviously not nice to see the share price continually fall - and sure - it seems to be really struggling over the last month BUT ask yourself. Will this be valued at 100m or 1000 million in two-three years time. Place your bets!

Interesting - I guess that the only upside to being shorted is that if we get some material news soon then they should all close out at the same time and the market cap will benefit proportionally.

Well, hopefully some serious investors pick up on it in a couple of weeks time at the conference - effectively 4d could well be providing data showing the discovery of a new neoadjuvant immunotherapy. I.e. put in layman's term, a new safe alternative to chemo and radiation.

The company will need to spell it out for idiots! "4D Pharma discovers new treatment for cancer". Still 125m market cap tho!

“Keytruda is, of course, a successful drug that is generating close to $4 billion in sales in a single quarter”

16 billion a year - imagine if mrx0158 is rolled out with Keytruda - bam!

Also “ From our perspective, we’re closing in on bringing a live biotherapeutic drug to market.“

IBS deal anyone??!

So many shots at goal to become a 1billion market cap company next year

Thanks @kais - and why are no other auditors (apart from EY) putting themselves forward? There must be some chat in the auditors world about this - anyone??! We need to know the rumours.

Also picked this up! "MRx0518 in combination with Keytruda. That was a fantastic result and we’re excited to conduct later stage trials, with an approval next year potentially on the cards."

Accelerated FDA approval anyone?

We need to get an understanding of this. If its just repetitional risk then OK but the market is sensing something far worse. Need to know!

Great stuff - thanks for sharing.

“From our perspective, we’re closing in on bringing a live biotherapeutic drug to market. But we’re talking about a single strain of a single microorganism. The human microbiota consists of something like 1000 different species of microorganisms, so it’s fair to say we haven’t even begun to scratch the surface of what might be possible in terms of pharmaceutical development. We’re talking about an entirely new class of medicines with the potential to transform how we treat many diseases.”

Oh boy - fast forward and DDDD could be absolutely huge!!! I’ll take some of that at 125m market cap!

So all hopes on EY then! What on earth is so serious PwC are leaving and all others aren’t touching Boohoo with a barge pole?? It can’t be anything from the weekend press... intrigued! I’m sure more about it will come out over the next couple of weeks

Jesus this is bad! Must be a serious problem lurking - what is it??

Ha - nothing like a blue day after a monumental rout. I will say we are back in business once we break 180 again and resume uptrend! Hopefully in the next month or so

Ha @phil - made me spit out my tea that!

Surely not a blue day??! Makes a nice change lol.

brutal overreaction IMO but it went to 200 pence last time so probably will try again. Undeserved IMO. Auditor resigning is a red flag tho... need more info

i rode the previous wave from 200 pence to 400 pence. This is getting back into bargain territory again. If it hits 200 pence again, i'm taking out a £100 grand loan and going in. GLA - suspect a tough week ahead

Sorry - may have missed this as read the below posts hastily BUT aren’t we also due monotherapy mrx0158 results on or before 14 November.... these could be huge

Agree with this strongly @michael. I am only really invested for the oncology piece - that to me is the biggest opportunity.

Personally, I am very much looking forward to the SITC posters in a couple of weeks time - I suspect this could be a watershed moment for the company in terms of scientific community approval.