The more I read about 4d Pharma #DDDD, the more I am convinced that they must be being looked at as a potential buyout target.

A buyer would get:

- 10+ clinical treatments potentially under trial
- a leading, AI-driven platform that select bacteria most likely to lead to ..

..efficacy in combating a specific disease
- 1000+ patents in the microbiome space enabling proprietary research and a first-mover advantage in targeting specific diseases using the microbiome

We know that Merck $MRK is interested in their MicroRx platform because..

..that was a huge component of why they chose to partner with #DDDD on bacterial vaccines.

"Daria Hazuda, Merck’s vice president of infectious diseases and vaccines discovery research, adds “By applying 4D’s MicroRx technology we hope to gain meaningful insights into the role..

..for the host microbiome in modulating the immune response and ultimately protection conferred by vaccines.” " - https://sciencebusiness.technewslit.com/?p=37509 

I've written previously on how #DDDD is statistically likely to have at least one treatment reach phase 3 approval.

Even if..

..we adopt the edge case of #DDDD having no treatment approved past phase 3, the intellectual property estate and the MicroRx platform hold significant value as standalone assets.

This is especially true as in this case #DDDD would have a significant amount of data..

..in addition to its existing decades of data on why their treatments did not work.

This helps optimise the AI for #DDDD's MicroRx platform.

I've previously written about how important data is for any small company here: https://shreysnotepad.com/2020/12/02/surviving-in-the-age-of-monopoly/

The data on why the treatments did not work would be so valuable to a giant like Merck $MRK hoping to gain a first mover advantage in the space.

We know that they are already interested (they own 6% of #DDDD if everything else wasn't enough!).

This leaves @4dpharmaplc as a..

..highly unconventional pharma company, with the combination of AI, a number of treatments and a vast intellectual property estate each substantially derisking the investment case.

To some degree, big pharma wants the same thing as us: a return on investment.

#DDDD provides..

..just that.

We know that in any state of the world #DDDD has a significant stash of valuable assets that could be worth the purchase price alone.

This is not a company that you just buy for one or two treatments.

To summarise, #DDDD is now presenting itself not only as a source of treatment for illnesses with huge addressable markets, but as a platform for further research into the sector and the market leader in terms of collecting and analysing data, using AI, to help advance..

..microbiome research.

If 4d Pharma #DDDD does not develop into a standalone leader in the microbiome space, based on the above reasons I am growing increasingly confident that they will be taken over, likely at a premium to the current share price.

Have a good evening.

There is a reason that Neil Woodford thought #DDDD were undervalued, years before commercialisation of any treatment and at over 1000p a share.

Frankly, I count myself lucky to have the chance to buy at a discount: I firmly believe on the NASDAQ it would have rerated by now.