Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Tommy
There are 245 variants in the bat, according to Sir Stephen H!
Hi Tommy,
In my mind the current SP value of SNG is fully covered and supported by the use of SNG001 in a small market niche of the people in the world that have a genetic defect in normal immune system INF production and those with anti self auto-antibodies to INF. Thus, I believe there is Nil downside risk at the current share price if you hold for 6 months or so. Its literally a free carry of an upside option that could pay off handsomely well above that simple base case assumption. Hope that makes you sleep a bit easier with the volatility. Good luck!
If they do get SNG001 approved for COVID - with the accelerated schedule that all COVID treatments seem to have - would that boost their efforts to get it approved for COPD? Or would it be completely unrelated?
Presumably they could skip some safety steps, if not efficacy?
Reading an actual paper Clive Dix part of the Vaccine Task says in the Daily Telegraph " we'll have no circulating virus circulating by August " and seems unconcerned about variants But interestingly said the greatest concern is when most of the global population is vaccinated and the virus cannot spread the pressure is greatest for the mutants will appear
No to sure about that I think that scenario could happen individual country 's vaccinated population spontaneously or imported strains
Tommy - let’s see how much damage the Indian variant does, it’s spreading pretty quickly in Manchester and London currently.
Also note we have never eradicated flu despite vaccines being available.
The current stock of vaccines have already had their effectiveness reduced dramatically by variants so I think it’s safe to say we will never eradicate covid and therefore have to learn to live with it through a combination of annual vaccinations for the vulnerable and broad spectrum therapeutics for everyone else.
Tommy, I'm sure I will get lambasted for this but we are effing bored of this discussion (apologies, I am probably bb weary) but SNG's patent's are strong and we have activ-2 backing . If it works this is going to change the world of respiratory medicine. Sorry if that sounds rampy (I really don't want to do that) but I really believe this.
Tommy, If you view this from the point of view of the whole world rather than just the UK then it is clear there is a huge need for treatments alongside vaccines. If you look at influenza in the US alone, there is on an annual basis 300-750k hospitalisation per year. This was before covid and there has been a flu vaccine for years. I know the board has been over this a lot since last November when vaccine news hit when even the likes of Prof John Bell claimed it would be all over by Easter yet here we are with more infections per day worldwide than we had back in the depths of winter.
Owl11 I do get that. But it doesn't seem to have happened yet, and there are encouraging signs that the virus has a relatively small pool of viable potential mutations - which is why similar ones keep cropping up.
But yes, there is always the possiblity of full vaccine escape, in which case we would be very fortuante to have a treatment like this (if it's as successful as is hoped). So in a way investing here could be a "hedge" against all the other mayhem that would occur if escape does happen! But I'm an optimist, and feel that vaccines (+ boosters for variants if needed) will do the trick.
When a mutation has the potential to.......well its obvious really.
Hi Tommy
There are many reasons why Synairgen's drug is needed.... rather than list them here, you might be better informed by having a look at the Synairgen reddit page which is excellent, and will give you all the answers you need.
Apologies if this has been covered here before - as I'm sure it must have been - but I'm curious for thoughts about how large a role medicines will play in the fight against COVID.
It's clear that, for whatever reason, the main thrust of the biomedical response to COVID right now is with vaccines. There are multiple approved vaccines, with many more on the way. Early indications from Israel and the UK show that the vaccines are doing a fantastic job of keeping cases down, and so far there is no compelling in-vivo evidence of significant vaccine escape by the variants. There are supply bottlenecks now, but huge resources are being poured in to improving the supply chain.
Given the above, and the fact that we are still many months (at the very least) away from Synairgen having the go-ahead to supply its IFN treatment, how are people considering the actual size of the market for treatments like IFN?
As an extreme example, no-one is researching medicines to treat measles, mumps, rubella, smallpox or polio - those diseases have been "solved" by vaccines.
It seems unlikely that COVID will be "solved" to the same degree; I'm sure people will still continue to get sick ( <100% update & <100% efficacy of vaccine etc), and it's fantastic to have a treatment for them from a humanitarian point of view. But as an investment, I'm not convinced that the absolute numbers of such patients will be high enough to make this a real blockbuster drug.
Very open to being persuaded otherwise. I'm sure there are aspects of this I've missed. It seems like IFN could be used to treat all sorts of LRT infections? But would it then need a separate approval process?
Thanks all