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£20 is a possible target SP on phase 3 success - we would still be short of Seres!

Goes to show how much upside there is here over the medium term - best risk reward play on AIM in my book

Yes of course - I’m holding the line to £1billion market cap

to blow the doors off with a big US placing and intention to list on NASDAQ - enough to fund us for all of 2021 by when we should be a £1billion plus company.

Thats the 50% fall mark reached. £125million now wiped off the company's value in the last two weeks. Not nice to experience. No point arguing with it, shareholders are dumping every day. Sentiment awful here which I find strange as the company is seriously delivering results atm.

Gents - anyone got any views on the below? If i'm correct and the data being presented on 14 November shows that MRx0518 is equally good as a mono-therapy, is this not huge news? would this not be the first ever data sowing a potential stand alone alternative to chemo and radiation?

So, the MRx0518 solid tumours Phase I trial results are due any day now (before the 11 November 2020 SITC presentation).

"The first poster will describe initial immune modulation and safety data from the MRx0518 neoadjuvant monotherapy trial in patients awaiting surgical resection of solid tumors."

Have we heard a serious slip up from Duncan in his recent TV interview? I'm sure he said that MRx0518 works effectively and safely as a monotherapy drug, so I would imagine these results are going to be positive?! If they are, are we not talking HUGE HUGE news? I.e. MRx0518 can effectively treat tumors? I mean, if so, this is monumentally groundbreaking, no??! A new way to treat tumours that has no side effects like Chemo, radiation, surgery.

I'm not sure if i'm going mad or not but I just can't help but feel that 4D should be valued at a completely different level. I mean, just looking at oncology and disregarding everything else going on at DDDD), 125m value for a new tumor monotherapy????

These results will be out in the next three weeks. If the results are good and the market cap is still 125m then i'm going to need to go and visit Duncan P to understand what i'm missing here!

Yes - oncology the big one. When do you think Merck or another big boy will make a move? Part B trial commenced and due to be reported on regularly but presumably won’t be completed for another 12 months?

Thanks, Noix. So I’m assuming that the first trigger payment for part of each 350m would be to exercise the option to develop. The full 350m (or 1billion for all 3 selections/indications) is going to be 3/4 years away (I.e. only fully realised upon commercialisation)... how much would you expect the option payment to be for each selection/‘indication my? My interest is that the collaboration is now a year old, Merck have bought in the agreed 5m and so one would expect updates on Merck exercising their options in the very near future....

Is anyone able to elaborate more on this? The company have disclosed very little about this (as its all confidential to the collaboration). When would these payments be triggered?

Funny how our collaboration agreement anticipates 3 potential payments of 350million (plus additional tiered royalties) for 3 separate indications. Not sure too much about what triggers these payments but all it takes is for one payment to be triggered and the market cap triples immediately. And that is putting aside everything else in the 4D pipeline, IP etc...

https://www.4dpharmaplc.com/en/newsroom/press-releases/4d-pharma-three-presentations-sitc-2020

Spoken to a few surgeons about DDDD and I am convinced we we are at the cutting edge of LBT. Over the next couple of years, Big Pharma are going to be all over us like a Geordie on a Saturday night.

https://youtu.be/qvau3ChvUzU

25,000 paper loss for me from DDDD - eek. Still quite comfortable tho as long term I see the market cap at £1billion. Need sentiment to shift for the rot to stop. Definitely think the next 6 months are going to be interesting here and some potential to make serious gains trading - for example, we could quote conceivably finish 2020 100 percent up from current SP. switching off for the weekend but will be back next week.

Well* informed

Noix - you are my favourite poster here. Such gloriously we’ll informed and written posts. Keep it up. May I ask what your investment strategy is here - your timeline etc...

I imagine that all U.K. stocks will get hammered. DDDD should theoretically take less of a beating?? What do proper think?

Second week of share price diving - baffling. Another one next week perhaps to really clear out the sellers. This valued at 125m is great value in my book. Sadly, I'm fully loaded here with 79131 shares so can’t add more!

As per Bryan, Garnier & Co coverage from earlier this year. Probably due an upgrading given the big steps taken this year. Multi bagger from here.

Good stuff. And just to add, i sent an email querying the NASDAQ listing and go this response:

"4D is exploring options in relation to a US capital market listing. We will update our shareholders and the wider market as soon as it is appropriate to do so."

Good investor relations team!

Gentlemen! Funnily enough we are at the same price as we were at this time on 26 August on the day of the oncology results.

Talk about a rollercoaster. This is a good base around here and I can only see blue sky ahead. A couple of dips in the short possible but don't forget that the future is very bright here. Lethal combination of rampant day traders, terrible UK equities sentiment, Covid, Hard brexit, ****e government etc...

Have faith and DYOR