The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Oxford, that's a great find. I am sure Synairgen will be making an application. I have a strong feeling that this care home usage as a prophylactic is very much on the cards.
I was watching the Proactive interview with RH yesterday and was surprised when he said that the government had been very helpful because I hadn't seen any evidence of that to date at all. In fact, despite what Eva has said I believe the government could have been more proactive in ensuring every GP and every call responder on 111 knew about the at home trial (together with any other trials suitable for the particular patient) and promoted them. I don't think this has happened since two GP's I have spoken to didn't have a clue. Three months and we haven't found 200 Covid patients nationally to agree to join the trial. Very disappointing.
Any way the point is, maybe Richard has been concentrating on the Care Home space in the UK since this might be an easier entry point and absolutely fantastic possibilities for the drug and maybe it is in this area that the government has been helpful. I have always thought that SNG001 could be a very useful prophylactic and as others have said, more suitable for the elderly than a vaccine. One thing we don't have much info on is how long any positive protective effect would last and my guess is only for the treatment period of two weeks and then lessening over the next week or two. That may not be that important. Just think if every care home resident and staff member were dosed as soon as a single person in that bubble was tested positive it should have a dramatic effect on severity of any other infections and prevent the need to move most or any to hospital. My guess is that the government will be feeling bruised about the vicious article in the Sunday Times stating that care home patients were allowed to die as collateral damage so as to prevent overwhelming the hospitals in the first peak. They will be keen to be seen to be trying harder this time around.
Spinnaker
Thanks Oxford, just thought I might have missed something! All good.
I honestly love and appreciate the research the guys are posting here (really helped me).
Hi Jason,
It is purely speculation, but with some basis. The fib are funding this care home trial and I was suggesting we must be a highly probably candidate to be tested. If you review the UK covid treatments, or even the global ones, very few are targeted early on in the illness or prophylactically - there is not a big list to choose from.
Add to that Goose’s post that Prof Holgate said they were working on something for care homes. Plus his mention of exciting development and prophylactic use on the webinar Q&A.
Yes it’s all speculation, but the trial is real and what else are you realistically going to test? Monoclonal antibodies are the other option but the cost is much higher per dose.
And yes, this trial is funded by the government and you can bet they will be monitoring. Results closely to act early on great or terrible data.
Form your own opinion and of course DYOR.
Was trying to follow the logic on the P3 prophylaxis trial meaning its SNG.
I followed the link s- I obviously missed the statement that said SNG is on this? This seems speculative to me?
The link showed the government is ''appointing' someone to run this trial with multiple 'products' being evaluated under it over the next two years.
I understand SNG could (should?) be one of these products but where/how is that confirmed?
Are we just jumping to conclusions or have I just missed the obvious. (I appreciate the holgate(?) 'slip' in all this).
If yes, who is paying for the trial? Going to get expensive - if gov then okay that's income.
I don't have Synairgen jump out at me when I google 'care home trial covid treatment'.
Lets keep it real here.
Hi Miggy, thanks for your review and thoughts. I agree the description of drugs is ideal for SNG001. I’m slightly more hopeful the government have something more because the economic costs of this create a big pot of money for alternatives. Only time will tell.
I agree the home trial should be finished soon and I think it should complete, but is still only phase 2. I would see the gov trial as a closely watched, high profile phase 3. It would move us from a hospitalised osci 4 treatment (critically important but comparatively smaller numbers), to a wider market that can stop vulnerable people even getting to hospital. I think the prize is huge for humanity and shareholders.
Anyway, I will end there as my passion is running away!!!
347 deaths today...and SNG - a life saver- sits unused. One day someone should be held accountable for this. If there was ever an emergency treatments that was so badly needed.......At least patients should be the choice.
Really good find Oxford. It appears to mirror the home trial somewhat which we have already setup and hopefully progressing along the road with. I’m not entirely certain whether SNG would be the right company to provide the service which I believe the NHS are looking for here? The drug clearly is what they need and there own definition of interventions which they see as ideal are described as ‘drugs or antibodies with a good side effect profile delivered through regular administration via an easily achievable and acceptable route’. That describes SNG to a tee really. ‘Cost effectiveness is a secondary outcome’ is also of interest. I wouldn’t take any of the 2/5 though. Odds are my thing and the fact this government hasn’t aided us so far in the home trials and is willing to vote on kids going hungry isn’t a government I would place a great deal of faith in to make the right choices. Let’s hope I’m wrong but I still think the home trial can be wrapped up quicker in all probability.
I find it worrying that at this stage of the pandemic, the government is setting up yet something else rather than sticking with already known possibilities - remember Han**** did mention SNG in Parliament July
Lol. Thanks Wafer, I must say I celebrated with an Shipyard IPA. You will be pleased to know it had just turned 5pm ;)
Apologies if already posted .First patient in Wales receives Regeneron treatment as part of the Recovery Trial It was reported that the patient was very poorly and breathing difficulty and "felt better the day after the transfusion ."........ So did Trump . We need some positive news soon and come out of the shadows .Report BBC radio /TV /wales today
It's all guesswork at the minute but here is what I think I know:
• phase two results are known but subject to a peer review.
• phase 3 trial developed with the FDA, discussions obviously going on with them and potential for early approval depending on success.
• trial at home in progress -some results seem to be known already.
• heavily suspected (thanks to Oxford) that trials in care home is underway or will be shortly.
• involvement in discussions and trials with NIHS and EMA which are subject to a rolling review.
• scaling up to 100,000 treatments per month by 2021.
• end game to sell or partner with big pharma.
There are no certainties as trials may not go to plan but it looks like they are attacking this from all the right angles, engaging with all the right people and have a pathway to deliver to whoever gives the green light first.
ps nice to see when i googled "care home trial covid treatment" synairgen was on the first page! https://www.covidtrialathome.com/
lets hope so!
just come across this not sure if been discussed its another care home trial with another drug so they are going on:
https://www.ox.ac.uk/news/2020-09-30-new-trial-treat-covid-19-care-homes-using-anti-tnf-drug-begins
funded by these: https://www.therapeuticsaccelerator.org/
yet his slide said "aiming for 100,000s treatments/month in the new year". maybe first month will be 100k then more to follow
I'm sure it's 100,000 per month.
Look how quickly the placing shares sold - it was oversubscribed so they could have raised more money to produce more treatments. Unless that is the maximum a supplier could scale up to. I do think it must be based on an estimate of those who could be best served by the treatment though.
weird he said 100,000's plural and had it plural on the powerpoint when he did the presentation at that covid event thinghy yet every rns since has said 100,000
I still think there is something we're missing around the scale up to 100,000 treatments per month which has been mentioned.
As I said before, I think everything Synairgen are doing is for a reason. I don't believe this number is simply the highest number they could produce or what was affordable. I had thought it may be the number of treatments required for patients in ICU based on a certain percentage of bed occupancy, but perhaps it could be linked to numbers of people in care homes etc. How many months of treatments @100k per month to cover the most vulnerable or who could benefit most from synairgen?
Excellent detective work Oxford 12 or should I say Morse !
Great find oxford
My Mrs works for the NIHR in Southampton, can't promise anything though.
And I still can’t shake the legislation change to speed up approval of covid vaccines, adding in treatments
Fab, thanks Goose. I think we need to stalk our Prof Holgate, his excitement tends to leak out.
His reaction to my question on the webinar was like a teacher excited that his pupils were getting it! I think the man just lives for this stuff and may continue to slightly share a little more...
I wonder what this will do for the short term share price on an RNS...
would be a nice little bump on our way to further data from home trial and hospital p3.
Oxford ......I will hunt some more ! Even if I email reporters direct and see if anyone has it locally .......
Good analysis PMJH, that is certainly possible. I would be delighted for this treatment to get into the UK quickly.
As incompetent as this gov can be, I can’t really see them ignoring a treatment that their own Expert adviser has designed. And then giving him a knighthood.
Goose - yes exactly!! I was excited about your post at the time but couldn’t find anything further to add. It also ties in with Prof Holgate’s webinar being excited about prophylaxis being “an exciting development”.
"Shortlisted applicants will be asked to present and discuss their application with a funding panel to be conducted virtually during the week commencing the 23 November 2020."
The home trial is more difficult to deliver than this. SnG must be in a strong position to be included.