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MRx0518 seems to be the gift that keeps on giving right now!

The 'clinical trial collaboration and supply agreement with Merck KGaA, Darmstadt, Germany and Pfizer' is fantastic news.

Thoughts below:
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The agreement is for 'BAVENCIO® (avelumab), the first and only immunotherapy approved as a first-line maintenance treatment for patients with locally advanced or metastatic urothelial carcinoma.'

This is the most common form of bladder cancer.
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If this rings a bell to last week, it should.

The 03/02/21 RNS stated that 4d Pharma were seeing 'the first signals of anti-tumor activity for the combination (of MRx0518 and Keytruda) in bladder cancer'.
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Clearly the signals 4d were seeing were strong enough for Pfizer - a pharmaceutical titan - to be interested in collaborating.

This means that 4d Pharma now have deals with Merck and Pfizer - and they still sit at sub £200m market capitalisation.
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The clinical trial set to begin this year will test how well this 4d/Pfizer treatment combination works for 'locally advanced' or 'metastatic' (where tumours have formed outside where they first started) bladder cancer.
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The subjects will be those for who the disease has not progressed with 'first-line platinum-containing chemotherapy'.

Correct me if I'm wrong, but this seems to be 4d expanding into patients at an earlier stage of disease: a crucial and huge market.
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This is again fantastic news and confirms that 4d Pharma are in talks with a number of pharmaceutical giants due to how successful MRx0518 is seeming to be in early stage trials.

The fact that this is being replicated over time is gigantic.
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'The US Food and Drug Administration (FDA) granted the application for avelumab (BAVENCIO) priority review, breakthrough therapy, and orphan drug designations.'

Another giant potentially in 4d's corner for MRx0518 Breakthrough Therapy FDA meeting.
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Big Pharma don't waste their time: this is a strong validation of MRx0518's promise in treating a range of cancers, as part of different combinations, different treatment settings, and different patients!

To me this could well be a multi £bn treatment.
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If MRx0518 keeps showing promise, this lends further credence to my suspicion of takeover talks by Big Pharma, for probably over £2 billion (over £1 billion at least).

The thought was expressed briefly below: https://twitter.com/BlogShrey/status/1355879261287182342
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I am an increasingly happy shareholder as 4d Pharma continues to deliver on its significant promise.

With the MicroRx platform, 4d Pharma has every chance of becoming a multi £bn company - and the undisputed leader in gut microbiome-based treatments.
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4d Pharma now has collaborations with:

✅Merck
✅Merck KGaA
✅Pfizer

Lots of competition to drive the price higher - above £2 billion - in a potential future bidding war.

I say £2 billion due to Merck's precedent with e.g. VelosBio takeover.
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