Hardy AIM 🎯 Profile picture
May 4, 2020 51 tweets 37 min read Read on X
I have substantially bought #DDDD today

I have done extensive research into #COVID19 treatments companies listed on AIM over the weekend (Around 30 HOURS❗❗) and came to the conclusions DDDD is the drug which is most likely to have great efficacy and safety data 💥💥💥
#DDDD

The Microbiome Therapeutics company focused on using an innovative solutions for treatment in unmet 21st century ailments

Areas of focus

-Vaccines
-Oncology (Cancer)
-Respiratory illnesses inc
---SARS-CoV-2 #COVID19
-Irritable Bowel Syndrome
-Central Nervous System
#DDDD 💊

Firstly, I would like to draw your attention towards the extensive co operation between 4D and @Merck

Merck are a $200b company

With the 4th Largest drug in the world 💥

KEYTRUDER®️ (based on $7+ billion Revenues in 2019)

pharmaceutical-technology.com/features/top-s…
#DDDD 💊

@Merck currently have signed 2 collaborations with #DDDD

1- To develop their KEYTRUDER®️ BLOCKBUSTER Drug in conjunction with #DDDD MicroRx Platform
(Initiated 2018)

2- To develop multiple novel Vaccines via Live Bio-therapeutics
(Initiated 2019) ImageImage
#DDDD 💊

@Merk along with other very reputable high grade investment firms make up 70.9% of share holding.

This is a massive sign of confidence/validation of the project therapeutic area which they are innovators in Image
#DDDD💊

I myself have done vigorous research on the link between a healthy gut/microbiome and overall health.

Clinical researchers coming from the most prestigious Universities such as Harvard back up the thesis that ailments can be cured by cultivating the correct gut bacteria
#DDDD 💊

Here is a short video created by Cancer Research UK validating Gut Bacteria can play a vital role in reducing inflammation and CURING CANCER 💥

#DDDD💊

🚨A VERY INTERESTING WATCH- FOR YOUR POCKET AND HEALTH 🚨

Here is another Bio Chemist that hypothesises

The Microbiome is the central hub for health, energy and well being, validating the future to treating illnesses can be via the microbiome

#DDDD 💊

#DDDD + @Merck's collaboration are working with terminally ill patients who have advanced stage cancers

Generally, the most aggressive resistant cancers which unfortunately have limited treatment options and a significant mortality rate Image
#DDDD💊

Cancer Trial with @Merck

#DDDD PURE INNOVATION

Leading the way in the Cancer Microbiome field, improving one of the best selling drugs in the world💥

Ray Dalio
'It is so important to focus on hard assets and innovators in these markets, they are the real winners' ImageImage
#DDDD 💊

Results thus far
3/6 of the First Patients indicate positive results.

This is SPECTACULAR for Stage 4 Cancer patients. 💥💥

When all hope is lost...
NSCLC- 🚨AFTER 7 FAILED CANCER TREATMENTS 🚨this treatment finally starts to offer light at the end of the tunnel Image
#DDDD💊

Now look at RCC top
This patient has shown consistent regression
One tumour COMPLETE DISAPPEARANCE
We are talking stage 4 Cancer with huge tumour regression😳

This is rare!

Can you see why @Merck have bought 7% of #DDDD and signed a $347m deal to create vaccines💥 Image
#DDDD 💊

Thank you to @AIM_bagger for pointing out this is $347m per vaccine created

This equates to in excess of $1 BILLION in milestone payments plus Royalty payments on sales 💥💥
#DDDD 💊

I'm telling you this is INNOVATION!

I haven't even got onto their #COVID19 Potential treatment yet!
#DDDD💊

Why may #DDDD have an instrumental treatment technique that may assist in the FIGHT AGAINST #COVID19?

🔋🔋🔋🔋🔋
#DDDD💊

#COVID19 Background 🔬🦠

I have done extensive research into what is causing these severe #SARS_COV_2 cases

These cases are heavily linked to the immune system going into over drive creating #CytokineStorm
#DDDD💊

Cytokine storm= AN UNCONTROLLED RELEASE OF CYTOKINES By Macrophage

Cytokines such as Interferons and Interleukin play a role in the immune system over reacting, creating too much inflammation which then causes a range of other issues which spiral out of control
#DDDD💊

Where does #DDDD treatment come into play?

Cytokines wake up Neutrophils which excrete Neutrophil Extracellular Traps

As seen in the video NETS create inflammation which makes it increasingly difficult for Gas Exchange in the Lungs

#DDDD💊

Neutrophils also create
-Proteinaise
-ROS- 🚨Creates cell death and does not discriminate taking out both healthy and virus cells🚨 Image
#DDDD💊

Notice how the video talks about positive data in mice models?

Is this video highlighting data from #DDDD?

ImageImageImage
#DDDD💊

To conclude

These 2 trials in both Cancer and #COVID19 represent near term exponentiation inflection points for this young innovative pharma

-#COVID19 Trials are expected to begin imminently

-Update/Readout from Cancer Trial progression is expected Q2 (This Q)
#DDDD💊

Director in the attached presentation highlights completion of enrolment for Part A of the P1/2 Cancer Trial in collaboration with @Merck on 16th March

4dpharmaplc.com/application/fi…
#DDDD💊

Results on both oncology/cancer studies to be publish Q2 likely within the next 4 weeks IMO Image
#DDDD💊

Key take homes from today's RNS regarding Cancer Trial in conjunction with @Merck KEYTRUDER®️ drug, highlighted below

Phase 1 Success✅

Remember this is open label, so expect results as we progress

One to tuck away and in a couple of years likely to have 10 Bagged ImageImageImage
#DDDD💊

UPDATE
MRx0518/@Merck KEYTRUDA oncology/cancer trial

Phase 1 Demonstrated
-Excellent Safety Profile
-No Drug discontinuation due to drug side effects ImageImage
#DDDD💊

UPDATE
MRx0518/@Merck KEYTRUDA oncology/cancer trial

Out of the 12 Patients
-5 withdrawn from the study due to Cancer Progression Serious Adverse Events

This is due to the nature of the patient which #DDDD are trying to treat. (Stage 4 Terminally Ill) Image
#DDDD💊

UPDATE
MRx0518/@Merck KEYTRUDA oncology/cancer trial

Analyse the data in 2 cohorts
Discounting the people that dropped out due to their own personal reasons, too soon into treatment

Mid case (Discount 3🔴)
5/9= PR 55%

High Case (Discount 5🟡🔴)
5/7= PR 71% Image
#DDDD💊

UPDATE
MRx0518/@Merck KEYTRUDA oncology/cancer trial

By interpreting the data you can see a

55-71% of Stage 4 Terminally ill Cancer patients are showing PR (Positive Response) to the treatment💥 Image
#DDDD💊

The study has recently been updated to add a series of further Exclusion Criteria's

This will ensure the larger cohort is more fine tuned to prevent these patients which unfortunately are ill to treat to be admitted

Improving the overall efficacy profile of the drug ImageImage
#DDDD💊

UPDATE
MRx0518/@Merck KEYTRUDA oncology/cancer trial

These findings show very encouraging signs that the treatment fills a large gap in the Oncology market

I anticipate efficacy data to become stronger as the P2 Trial progresses
#DDDD💊

UPDATE
MRx0518/@Merck KEYTRUDA oncology/cancer trial

Due to the initial inflammation and immune response from the drug (Sudo Progression) the results can not be accurately distinguished until the patient has generally undergone 20 weeks on treatment
#DDDD💊

UPDATE
MRx0518/@Merck KEYTRUDA oncology/cancer trial

Therefore with this analysis along with factoring in sudo progression.

I believe #DDDD will gain very significant statistical data on treating Terminal Stage 4 Lung and various other cancers in 12 months time💥
#DDDD💊

MRx0518 x @Merck KEYTRUDA 🚨US Market ONLY 🚨(so far)

44,000 Paitents pa
Price of
-MRx0518 $75,000 pa (est)
-KEYTRUDA $168,000 pa

Revenue for MRx0518 (ONLY)
$3.30 billion per annum

Market Expected to grow SIGNIFICANTLY from these levels

pharmaintelligence.informa.com/resources/prod… ImageImageImage
#DDDD💊

4D commences Phase 2 #COVID19 Therapeutic Trial💥

MRx-4DP0004

-Excellent safety profile
-Reduces Lung Inflammation by down regulating neutrophils and eosinophils
- While Maintaining anti viral immune response

IMO I think this may drastically improve outcomes 💥 Image
#DDDD💊

Following the placing today the BoD hold
-19.44% of the company

The placing has also generated substantial US Interest and has hinted at a near term listing on a US exchange 🇺🇸 ImageImageImage
#DDDD💊

Why I believe @4dpharmaplc are on the cusp of a multi hundred million pound licencing deal for IBD and IBS?

#DDDD💊

Great Video 'Our Approach' highlighting @4dpharmaplc world leading innovative concept

Harnessing the bodies own Microbiome (Gut Bacteria) to solve genetic imbalances and malfunctions commonly referred to as diseases

4dpharmaplc.com/en/newsroom/vi…
#DDDD💊

Are you excited yet?

#DDDD💊

Highlighted in this video is the autopsy findings of #COVID19 patients who have died

If is evident Cytokine storm and inflammation, which leads to Pneumonia and ARDS is a significant contributing factor to mortality (death)

#DDDD💊

@4dpharmaplc

MRx0004- Pre Clinical Indications shows it controls the Immune Response

To have the sufficient capabilities to deal with the issue but prevent over inflammation which can lead to ARDS and Pneumonia Image
#DDDD💊

Further comparative data highlighting the control and reduction of inflammatory cells

Untreated vs MRx0004 ImageImage
#DDDD💊

Further Data showing MRx0004 significantly reduces Lung Infiltration and Inflammation
Allowing the lungs to remain porous for gaseous exchange, eradicating the need for ventilation?

🚨Potentially significant treatment to prevent ARDS + Death in Patients with #COVID19🚨 Image
#DDDD💊

I have now discussed the positive effects of inflammation reduction but what about actually killing the virus?
#DDDD💊

COVID19 paitents are seen to have depleted levels of CD4 and CD8

cell.com/immunity/pdf/S… Image
#DDDD💊

MRx0004 has been shown to slightly elevate the circulating levels of CD4 and CD8 in the lungs Image
#DDDD💊

“All disease begins in the gut”

Amazing research in the relation between the Microbiome+health

Not everyone will change their diet!

Therefore @4dpharmaplc is exquisitely poised to assist in the therapeutic ailment of modern day illness+disease

#DDDD💊

Further Data from the Merck KEYTRUDER ®️ Collaboration In Oncology (Cancer) Treatment is showing to be very encouraging!

Clinical benefit increasing
25% ➡️ 33-42%

Why is this early data massively encouraging? Image
#DDDD💊

The patients @4dpharmaplc have recruited are patients with no therapeutic options available meaning there is a DESPERATE need for a treatment

Remember my previous tweet when analysing the data this combination is shown to yield even higher clinical benefit %’s Image
#DDDD💊

Thread🧵

Here are my thoughts on the clinical validation results of KEYTRUDA with MRx0518 and how this early data is showing revolutionary results for therapeutic treatment

This very well may be the start of a multi billion industry 🚀📈💥

#DDDD💊

🤯WOW🤯

Further substantial data released from Italy🇮🇹 signifying the role of Live Bio-therapeutics on Regulation of the Immune Response and improving patients outcomes

BODES WELL AS THIS IS RELATED TO #COVID19😉💥🔥

prnewswire.com/news-releases/…

Credit- @Licensed2trade👍

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More from @AimHardy

Jan 11, 2021
Thread

Life expectancy over a 300 year time span

1800 to 2100

(IMO I believe millennials who looks after themself now will now live beyond 150 years old due to health care advancements over the following decades🤷🏼‍♂️)

Call me crazy 🤪
1800 to 1890

From 43yrs to 50yrs (16% incr)
1890 to 1980

HUGE jump

From 50yrs to 76yrs old (52% incr)
Read 7 tweets
Jan 9, 2021
#DDDD

I think the fact that MRx0518 is showing massive near term promise in cancer, yet 4D continue to focus on Parkinson's Disease shows me how excited and effective they believe MRx0029 may be for Parkinson's
(Market expected to reach $8.3bn by 2026)

medgadget.com/2020/02/parkin… Image
#DDDD $LBPS

After discussing MRx0029 in the text, the author from 4D heavily alludes to bringing in a partner... Image
#DDDD $LBPS

BOLD Statement

'MRx0029 has shown promise as a potentially
disease-modifying therapy, by indicating a potentially neuro-regenerative effect' Image
Read 6 tweets
Jan 7, 2021
#RENE

Totally agree $CDAK are around 18months further advanced in the development of Exosomes (delivery vehicle)

#RENE Mcap= £60m
$CDAK MCap= $591m

3 Companies evaluating RENE's platform

Currently snowed under with demand off other companies for Proof of Concept trials ImageImage
#RENE

Are exosomes going to play a big role in future cell and gene delivery?

#RENE

One of the brilliant things which Exosomes do is they have the ability to pass through the Blood Brain Barrier delivering signals and regulation into the Brain

This is extremely difficult to do and most drug delivery mechanisms fail to do this ImageImage
Read 19 tweets
Aug 26, 2020
#DDDD 💊

Today 4D announce phenomenal trial results for the combination of @Merck's KEYTRUDA with MRx0518 in Lung and Kidney Cancer💥🚨
#DDDD💊

A staggering 42% achieved clinical benefit in a population that had exhausted all other methods of disease/cancer treatment

For a population which has been resistant to all other lines of therapies, this is hugely encouraging... if they can treat the most resistant...
#DDDD💊
...cancers in terminally ill patients, this bodes EXTREMELY well for earlier lines of therapy😬

Also, as the patient population has no other effective treatment this significantly increases the chances of early approval off the back of Phase 2 data
Potentially FDA...
Read 10 tweets
Jul 23, 2020
#DDDD💊

Why I believe @4dpharmaplc are on the cusp of a multi hundred million pound licencing deal for IBD and IBS?

#DDDD💊

Great Video 'Our Approach' highlighting @4dpharmaplc world leading innovative concept

Harnessing the bodies own Microbiome (Gut Bacteria) to solve genetic imbalances and malfunctions commonly referred to as diseases

4dpharmaplc.com/en/newsroom/vi…
#DDDD💊

Are you excited yet?

Read 96 tweets
Jul 23, 2020
#DDDD💊

Why I believe @4dpharmaplc are on the cusp of a multi hundred million pound licencing deal for IBD and IBS?
#DDDD💊

Phase 1 data for @4dpharmaplc Blautix's treatment of IBS highlights significant efficacy

-82% Improvement in a reduction of symptoms
-More diverse stable gut bacteria

4dpharmaplc.com/application/fi… ImageImage
#DDDD💊

Interim Safety Data for Blautix Phase 2 larger study shows excellent safety profile

-Comparable to placebo

We are awaiting efficacy data from the Phase 2 study anticipated this Quarter

4dpharmaplc.com/en/newsroom/pr… Image
Read 5 tweets

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