2020 is finally at an end, so it looks like it’s time once again to review the year in non-mammalian synapsid research!
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#DDDD $LBPS $LOAC
A thread on the potential near term catalysts behind why I have increased my position in 4d Pharma @4dpharmaplc (LON: #DDDD):
1) NASDAQ listing. This is the most obvious.
The idea behind this is that the huge pool of capital and institutional interest in the NASDAQ will enable a higher per-share valuation for #DDDD than was achievable in the UK.
Comparators to @4dpharmaplc #DDDD (market capitalisation £150m) on the NASDAQ and their market capitalisation:
Seres Therapeutics: $2.33bn = £1.72bn (has had a successful phase 3 C. difficile trial); from my previous research (below) the chance of #DDDD achieving this at least once is at least
Kaleido Biosciences: $347m = £256m. 4 products under consideration, compared to #DDDD's potential 16. When you view @4dpharmaplc's 1000+ patents and AI-driven MicroRx platform (not to mention their end-to-end manufacturing capability), 4d's undervaluation is clear.
A thread on the potential near term catalysts behind why I have increased my position in 4d Pharma @4dpharmaplc (LON: #DDDD):
1) NASDAQ listing. This is the most obvious.
The idea behind this is that the huge pool of capital and institutional interest in the NASDAQ will enable a higher per-share valuation for #DDDD than was achievable in the UK.
Comparators to @4dpharmaplc #DDDD (market capitalisation £150m) on the NASDAQ and their market capitalisation:
Seres Therapeutics: $2.33bn = £1.72bn (has had a successful phase 3 C. difficile trial); from my previous research (below) the chance of #DDDD achieving this at least once is at least
While looking at speculative pharmaceutical stocks I am reminded of why I am averse to these risky picks.#DDDD was compelling enough, though, to break this rule. The 10+ treatments under trial, industry-leading IP portfolio, and comparable undervaluation are inescapable.
— Shrey Srivastava (@BlogShrey) December 16, 2020
Kaleido Biosciences: $347m = £256m. 4 products under consideration, compared to #DDDD's potential 16. When you view @4dpharmaplc's 1000+ patents and AI-driven MicroRx platform (not to mention their end-to-end manufacturing capability), 4d's undervaluation is clear.
I took a look at Shell's first ever 1.5C scenario and found that it is... remarkably similar to its “well-below 2C” scenario.
Oil, gas, coal, solar.... all basically unchanged.
The key difference: A new forest the size of Brazil to suck up the extra CO2.
Including "nature-based solutions" in the outlook brings forward the date for net-zero emissions to 2058.
Without them their pathway for CO2 emissions is the same as the previous one.
(It's also towards the higher end of 1.5C emissions pathways.)
The "Brazil-sized" forest idea isn't actually new, it has been kicking around for a couple of years.
It was referenced in the "well-below 2C" scenario although not formally included in it, and Shell's CEO has been framing it as the only viable way of getting to 1.5C.
Fine, but who is going to plant all those trees? Well... Shell says it will plant some of them.
Only yesterday Shell said forests were a key part of its net-zero strategy.
Not everyone is convinced though
https://t.co/RaJm7tOHxb
Given that Shell's 1.5C scenario also sees a big scaling up of bioenergy, the question remains: where are all those trees and bioenergy crops going to go?
Oil, gas, coal, solar.... all basically unchanged.
The key difference: A new forest the size of Brazil to suck up the extra CO2.
Including "nature-based solutions" in the outlook brings forward the date for net-zero emissions to 2058.
Without them their pathway for CO2 emissions is the same as the previous one.
(It's also towards the higher end of 1.5C emissions pathways.)
The "Brazil-sized" forest idea isn't actually new, it has been kicking around for a couple of years.
It was referenced in the "well-below 2C" scenario although not formally included in it, and Shell's CEO has been framing it as the only viable way of getting to 1.5C.
Fine, but who is going to plant all those trees? Well... Shell says it will plant some of them.
Only yesterday Shell said forests were a key part of its net-zero strategy.
Not everyone is convinced though
https://t.co/RaJm7tOHxb
Shell plans to use forests to remove 120 Mt/yr of CO2 by 2030.
— Greg Muttitt (@FuelOnTheFire) February 12, 2021
Appropriate land for forestation is finite, and risks competition with food production and human rights of current land owners/users, esp Indigenous
Given that Shell's 1.5C scenario also sees a big scaling up of bioenergy, the question remains: where are all those trees and bioenergy crops going to go?