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Saying that this is certain is disingenuous and you know it. And then decorated by the usual filth of this board. By the way I love gardening and I love nature.
Scinv, I hope you carry a plant with you at all times to make up for the oxygen you waste? Seriously you should think about it if you dont, get down to Dobbies pronto. You know there is such a thing as a snake plant too, seems appropriate. All the breast.
Scinv - Your argument again has drifted away from does SNG work to what if there are other treatments.
It matters not what others do the market is massive and we just need a slice of it.
The science is supportive but that does not mean it is certain.
1. Maybe IFN is most beneficial in cases where covid-induced exarcebation are due to defects of ifn signalling upstream of the receptor (for example auto antibodies or inability of the cell to produce enough quantity of the ligand in response to the virus). This it seems to be the case in about 20% of the hospitilised cases. Do we know what happens with the rest? This isn't a certainty. This all still being investigated. Do we know if there are deficiences downstream of the receptor as well (and therefore doesn't matter if the ligand is there or not)?
2. Do we know FOR SURE that sng can deliver quantities in relevant timeframes?
3. Do we know for sure, that other will not come up with similar solutions and better pricing by repurposing and existing approved ifnb drug? Even if you think it is certain that no one else can have another inhaled IFNb formulation (imo this is FAR from certain), do we know if the presence of the antibodies can be overcome by simply using higher concentration of IFNa, this is isn't an on off switch, it is concentration dependent, both of the autoantibodies and the ligand.
No man. WE DON'T.
Does anyone else think someone is "in the white room"?
Well man things went south last November and I am still here! Mikep109 nail on the head, you’re right he’s not worth the effort. Obnoxious troll. Goodbye.
Scinv let’s talk risk then.
What the biggest risk to SNG? it fails to receive approval for its drug completely.
This risk is independent of Covid, independent of competitors etc.
It relies primarily on the outcome of the Global Pivotal P3 trial.
Now I challenge you to find one scientific publication that indicates IFN will not provide a benefit in this trial situation.
All information I can find and prior trial data suggests it stands an amazingly good chance of reaching the primary targets and thus approval.
If SNG receive approval for their drug the share price will not be in the £1.40’s
This is how I view the risk and if you are prepared to wait it out it’s a no brainer.
If however you can’t wait 2seconds for the next news to land you might as well not invest in biotech.
No man. I'll stick around if you want to, though if some great news arrives I will most likely sell the rest of my shares shortly after. Will you and the other Mikes stick around if things go south?
I understand you are a deramper who seems to have had a grudge against Sng from the moment you appeared on here. I also understand that most investors who have the same concerns you seem to have would have sold up long ago. Risk management my ar*e ! You have no shares here that is pretty obvious. The day this company announces any positive news is the day you will disappear.
Green box - He’s really not worth the effort
And I can't understand someone who is a shareholder but choses to ignore relevant information. The things I point out are the reason I heavily reduced my position. Risk management, you know? Stuff that investors do, yeah? Do you understand now Mike?
I can never understand someone who claims to be a shareholder, yet spends so much time and effort trying to rubbish the people and company he claims to hold shares in. Very strange, anyone would think he actually wants the company to fail !
Yeah he said in the same response that the virus needs to replicate, except that happens from earpy on and if you knew anything about treatments, if you were to target something that replicates it best caught before it actually takes over a tissue. So he contradicted himself. And it wasn't the first time. Maybe look the expressions of the host and the invited analyst.aybe that will tell you something so here's hoping.
Speaking of treatments Scinv, you might need a one for that fourth degree burn you just received from Ghia.
I'm all for reading good counter points, or valid reasons that are raised which may affect the investment, but the things I'm reading don't add up to me logically. For example, you said you saw RM downplay the Home Trial results, was this in Toy Story 1, 2, 3, 4, or 5? I might have missed it! I'm going to assume that you've been a bit absent minded, and referred to the interview recorded at the beginning of March. If this is the case, and you're referring to the reply he gave to someone else where he simply gave his thoughts about the way the drug works, then yes you would be incorrect because that isn't what happened.
While I doubt that the actual investors here are concerned about reading these kinds of posts, if anyone is concerned for whatever reason about the other treatments, please look into them the same way as you have done for SNG. This should put your mind at ease, given how far along the process SNG are. And finally, if you want to play hypotheticals about another treatment being selected, this still does not change the fact that multiple treatments can be used; as it stands, no other treatments are as far along, with as compelling data - and don't forget, SNG's target is global, not just the UK.
Thank you to everyone putting their thoughts forward, a lot of people here have spent time putting down well reasoned arguments and presenting the facts (for the billionth time).
Standard of care actually includes a multitude of drugs, despite remdesivir (at least in part for pr reasons), dexamethasone and the monoclonal coctails getting most of the spotlight.
I always balance RM’s achievements against what others have achieved during this pandemic
How many new drugs have reached approval?
How many have EUA
How many have achieved access to Operation Warp speed and Activ trials
You could count them on one hand
Scinv - All this from someone who thinks ii's cannot hold shares in SNG without appearing on the companies investors page...
You obviously do not like the way RM has navigated the pandemic.
Yet as an investor he has returned in excess of 8x gains on todays price.
He is close to delivering 3 P2 trials and one P3 trial in less than 18months.
The list goes on ref the good things he has done to drive the company forward yet all you can do is focus on what you perceive are negatives.
On the whole there is a massive net positive here and the share price reflects that.
Mike cut the bs. There is a mutlitude of occasions where govs commited to buy PENDING results. This has not happened with SNG. And EUA means there is at least a meaningful quantity ready to go, otherwise it makes no sense to give EMERGENCY authorisation. It is the company's risk to take and in any case I would perhaps understand that if they did not communicatr something very different last year.
Yet I see RM downplaying the home trial (it will be a lot weirder if HT actually delivers v good results), TW talking about the possible plans to do trials in patients in icu, RM again talking about antibody responses when they could simply sort that out by ACTUALLY checking, SH "we know it works" when this does not make sense without the actual results, talking about "15 years of safety data" when in in fact no more than 300 pstients had received the drug OR placebo at the time it was said amdnwith a maximum follow up of one year. I'm not going to repeat the allusions about manufacturing and availability vs not enough for the receuitment sites of trials or an additional lower dose which even if it wasn't as good it would still be very helpful because scientists LOVE a dose response as it increases confidence. Allowing a price a to leak with a popular communicator without intervening IMMEDIATELY to at least say this is inaccurate and much later talking about very different pricing which later they dropped. This is not even an exhaustive list.
So no Ghia. No. They need to know that we actually pay attention. And investros should understand the risks. I still keep my heavily reduced position, since I still maintain some hope that we will something from at least one of the ongoing trials. But I can't ignore everything else.
How can we have orders for a drug that has neither EUA or full approval?
Results first and everything else will follow.
I thought end of March we’d hear something but clearly RM when he said Q2 meant sometime in those 3 months, so we will have to be patient.
@scinv great post. RM and the company need to come out and update us on the commercials, if we get approved and good data from the trials how do we intend to market this product and do we have any orders?!
Why can’t RM provide an update now.
Scinv - Last year the company was certainly not in a position to take pre-orders or convince a regulatory authority that they could deliver drug to market. RM himself made that very clear in his interviews.
Since then they have taken the following steps:
-Brought Clinigen in as a partner to satisfy the regulatory requirements which would have blocked EUA or Approval.
-Raised funds for scale up activities
-Sorted out their supply chain partnerships
-Recruited 3 permanent positions to replace contractors working on the regulatory aspects of the supply chain
The SNG now is a hole different beast to the SNG last year they have done some maturing very quickly the only blocker for them now is the quantity of data. The number of live trials will address that.
Yes no one bothered to commit to buy anything from sng because they are all evil, the UK, the US, everyonre. It never crossed your mind that maybe they simply don't trust the company to deliver. The narrative that sng is somehow work8ng with operation warp speed and that orders are guaranteed or that any deals are in place are false. OWS (which doesn't even exist anymore but anyway let's say their role has been assumed in full by the new covid response team) is funding the activ platform. Just because the drug was accepted on the platform that doesn't mean there are other deals in place. If you check every other case where manufacturing and or pre-orders were supported by OWS this was announced specifically, either separately from clinical trials or in a different section of the same communication that talks about tue particulars of pre-orders and/or manufacturing support.
This has not happened for SNG. Nor has OWS supported trials AND manufacturing in all cases. This is a fact.
So maybe sng the company simply has not convinced anyone yet that they can be the real deal as opposed to the possibility that everyone is evil and RM the knight in shinning armor who wants to save the world.
Agree. A treatment would kill vaccine take up, especially now that there are known issues.
Everything has been vaccine driven. Anything that would take away from vaccine uptake has been kept in the dark/censored.
It's been the narrative in media for about 6 to 8 months now.