Member Info for Winsnip88

RUS
Resource Update Statement

RNS 22nd February

"4D pharma announces FDA clearance of IND application for Live Biotherapeutics MRx0005 and MRx0029 for the treatment of Parkinson's disease"

Calling me a short is a ludicrous response to a fair comment. We have already received topline data for phase 2 earlier in the year. I'm simply saying that the news expected, from wording on presentation, was a strategy update. However there is no strategy update as no new news from fda. What is hard to grasp there?

Porky, I like your positive talk, and your endless positive tweets with explosions galore, but calling me a shorter simply because I haven't estimated a 400% increase is moronic.

Good luck everyone, I hope this does have fireworks today. We all deserve it after the sp performance this year.

?? Delays to FDA response? This is certainly not the news we were waiting for regarding Blautix. Obviously additional data will be beneficial when setting out future framework for p3 trial, but in the short term this news is going to negative effect today, no?

I continue to hold long whatever happens.

Hi Sanji

What are your thoughts on the possibility of Blautix being licensed out to a 3rd party, allowing the company to have a greater focus on 0518?

With Parkinson trials starting next year, things will certainly be getting very busy for the folks at 4D!

$1.18 at current exchange rate = 85p, so we are already past that. Must have been a reasonable price at time of agreeing terms.

It's always good to have a stronger balance sheet and allows more time spent on the real work of the company rather than worrying about cash flow.

It's going to be a cracking few years ahead for 4D

Check out this interview with DP from a couple of months back. From 3.30 onwards... Hopeful of more readouts in June and again in September.

https://youtu.be/QvD-mnQLRJA

Thanks all. My purchase was on the 10th so just snuck in.

Good luck folks

Thank you Greeno. Can you tell me where/when this was communicated by the company? Thanks

Good evening all. I invested in Gemd a couple of weeks ago and saw mention last week of a dividend. I haven't seen any new shares or divi payments into my account as yet. Can anyone, perhaps a long term holder, help with an explanation? I haven't seen an RNS stating divi is to be payed so was it perhaps a case of Chinese whispers?

Thanks in advance.

Flying in the states.....

https://www.marketwatch.com/investing/stock/agnmf

That's 48p if I'm not mistaken. Might the rise continue tomorrow??

I recently watched a film on Netflix called Seaspiracy, which highlighted the awful side effects of industrial fishing. Pollution, by-catch, deep sea trawling. Stopped eating fish there and then. I then by chance stumbled on this company. Looked into it over the long weekend and was very excited about what I saw! Plus the chart looked ready for another move north so jumped in this morning with my first purchase. Will hopefully top up more as and when but definitely see a great future for Agronomics.

Gla

M&As are very common in this sector, and often seem to be for mind boggling sums. $bns for companies at earlier development stage than 4d. Just think what is on offer here, numerous advanced clinical trials, huge patent library, MicroRX and MicroDX platforms, owned manufacturing facilities, collaborations worth $bns. This is screaming to be snapped up right now at such a massive discount.

If positive data comes from the recent Bavencio (Pfizer /MerckKGaA) collaboration, will we see an offer come in from current share holder Merck? Mrx0518 is the big one here right now, and with continued excellent read outs across multiple cancer types and in combination with different drugs, is it too big a risk for one of the above companies not to snap it up for themselves?

Any thoughts?

They took some more in the private placing but not enough to maintain their previous position size by the look of it. I thought they held roughly 6% before? Now 4.65%?

Xenor, I don't think you fully grasp the market 4D are operating in. You say 8 x is achievable if all of the products in the pipeline succeed. In reality even if only one is a success, 8 x is not far fetched at all. Mrx0518 is showing incredible results in numerous cancer types and with new collaborations recently announced, the likely hood of success is only increasing. Mrx0518 coming to market will easily lift 4D to a mcap in the £bns.

The discovery platform itself is clearly successful, and the true value of that probably exceeds our current market cap. Throw in all the other potential products and 4D could grow into a real monster! It just takes a bit of time and conviction in your holding.

Business as usual I imagine. No change to 4Ds listing on AIM. LBPS shares will commence trading on Nasdaq when US market opens.

Hopefully see continued momentum in the morning over here though.

A valid question and one I can't really answer. Maybe they have all gone for lunch?

LOAC is still trading at a discount to 4d,so If you were to buy LOAC share you would be in profit as soon as they are converted to LBPS.

LOAC will become LBPS on completion of the merger, set to take place on Monday 22nd. As it stands right now, LOAC is still a SPAC.

Very well said Wigs88. This isn't an AIM lifestyle company, raising funds to buy the boss a new yatch. A private placing going to iis shows true conviction and belief from those investing. Regarding the price of placing, Duncan has said on many occasions how undervalued the company is. Do you really believe he would raise at a discount to what is currently an undervalued price?

Do you think a raise at current price of c40% additional share would lead to a 40% drop in sp? Obviously I wouldn't. If someone is taking that many shares at current price, it will just mean current price is now the floor on which to build up from.

Nothing to worry about here. Onwards and upwards. Very bright future indeed!

I know publication of trades can be delayed, but is there a limit to that delay? Trades showing up today delayed from 9,11 and 16th December. Never seen that before.

Also any views on large sell showing up? Circa £560k. Is it definitely a sell?