#DDDD is a big holding for me that I built between March and, well, last Friday. A lot of people think of it as a pharma company with the attendant risks of drug development. I don’t think that’s right. My understanding is that @4dpharmaplc have a huge amount of data
concerning the make up of gut bacteria in people with various conditions and “healthy” people. From analysis they can see what bacteria are dominant and which are missing among those with afflictions. But crunching the data is key, as is the philosophy of using
Bacteria that occur naturally in the gut. So it is a data driven, bottom up (almost literally) process, where the biome of the ill pinpoints what they are missing. As a result, I think the risk of phase 2/3 failure is much lower than in traditional pharma. There is
A chance DDDD might not find the absolute best biotherapeutic for any condition at the first attempt, but they will find solutions that help without harming. It’s a different model that imo fundamentally changes the risk profile for both patients and investors.
