AIM IP specialist Tekcapital to sell or float all four portfolio companies 'within 2 years'. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East and have access to Premium Chat. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hi Mact. It's of popular opinion that we'll be seeing another wave within the next few weeks to months. The B.1.351 and B.1.617 variants are posing a few dangers, particularly with the possibility that B.1.351 may actually be able to evade the Pfizer vaccine now too and herd immunity not even reached yet. I feel like we've lifted restrictions too early even though I'm in agreement that they're going to have to be lifted sooner or later. The R rate's already started to increase already in the UK. Give it a few weeks and we'll surely see whatever repercussions this has all brought about. We've put up a good fight with vaccination efforts but unfortunately this virus has put up an even stronger one and unfortunately it'll most likely hit us again.
Bumping this thread as SeaBoy's post is rather comprehensive.
Just a thought (sorry if already raised), BJ said he is looking for a couple of treatments (paraphrasing!) by autumn. This could be taken as an unofficial acceptance that C19 will resurge again following the relaxing of restrictions, and as we enter the flu-season.
Spin, I agree with you and you've made some really good points there. The cat could well be skinned with this issue but with India, Brazil and also Europe possibly about the join the fray I have a feeling volume won't be an issue just yet. I don't actually think the £2000 cost is final and may be tweaked further still but probably not by much initially. I have a feeling a temporary price tag could remain while the company covers it's costs with bulk buying from governments during this pandemic, but as we head into licensing or buyout territory we may well see the drug rebranded in the same nature as Remdesivir and the price altered to reflect longevity in sales by which time we should be in a better position regarding risks and R&D to make those amends. I'd hate to imply that we could be seen as opportunists taking advantage of the pandemic but what I'm implying is that the company may easily cover its initial costs before this pandemic's over.
Our annual R&D thereafter and once we're established could be taken care of with healthcare systems asking for our product in bulk for not only a home setting but hospital setting (including ITU use too?) which would be our longevity in sales taken care of (considering that NHS prices can cost upwards of 1k for some anaesthesia shots and orthopaedic costs, and upwards of 2-3k for other operations, I think an effective treatment like ours would be in reasonable demand if it delivers and is 'widely required' as you quite rightly said). Not to mention that even if Boris and co would want something sub-£500 then his lot can take however much they need but there are certainly other countries that could be queueing up for the rest. In an ideal world our cost would be manageable and not unreasonable so that only the elite can profit, and if it does come to light that the price tag has been finalised which I'm sure we'll hear about soon once pre-orders start coming in then longevity in sales shouldn't be an issue. At least not until a kind soul offers to partner up with us or buy us out. Thoughts on all of this would be welcome.
Doc, your post about the name of the drug cracked me up. Never change mate. Jokes aside though I'm sure the name will change soon enough, much like Remdesivir got the brand name of Veklury months after it received recognition during this pandemic.
Doc, I think you are right re naming.
I vote for Synairgen 1, like Thunderbird 1 Simple and memorable.
F&V, Doc and Seaboy, ScInv etc. Thanks and Interesting responses.
Yes of course R&D etc needs to be reflected in pricing but the percentage of sales price that repays the risk and R&D is very much a factor of volume x longevity of sales and of course pricing affects the volume so there are various ways to skin a cat. I am sure there are pricing conventions amongst drug companies but I am just looking at it from a logical point of view. If say we had a contribution towards costs of £200 per treatment out of the sale price and sold 100,000 treatments per annum that would repay the say £200m (£100m doubled for risk) development costs in 10 years but if we sold 100,000 treatments per month (RM's 2021 target) all £200m would be recouped in less than one year. I certainly hope that the UK won't have that many patients meeting high risk criteria this year. USA and India probably will though.
Our drug, if approved will hopefully not have a short life expectancy since it's use for high risk patients will be ongoing in respect of various respiratory viral infections subject to further successful trials.
Very interesting list of average development costs per drug F&V. It is clear from that, that any approved drug that is widely required will give a value of £2b plus to the company. So much better value to buy the company or rights without all that time and risk capital.
Best Wishes to all.
Many thanks all. Excuse the tardiness of my reply, been a busy day.
Ghia - I must have missed that advert but cheers for the info. Heading an anti-virals taskforce and being told to only come up with two treatments wouldn't have been much of a taskforce so in the very unlikely event that we weren't one of the two then I'd like to think we'd surely be amongst the other 'pipeline' options. But again, that's the worst case scenario which in my opinion isn't worth pursuing because we know what we have here and like you say, our chances are good.
Spin - very good points raised particularly with your standard of care points. It got me thinking though and usually I'd say I agree with that because you're right - we haven't got that sort of testing on the doors in the NHS yet. However I think interferon beta has been shown to bolster and individual's immune system regardless of interferon deficiency or genetic predisposition and therefore the pulling power of SNG001 may well encroach into the wider demographic of hospitalised patients, and not only the high-risk. And in saying that, I think the ball's in our court in terms of pricing once we jump these final couple of hurdles in the next few weeks. I do think EUA's will demand pricing figures too but I'd be surprised if these weren't ironed out already by now seeing as though manufacturing processes will be under way. Matt's point of Eli Lilly's $2bn from a quarter of their mAb sales speaks volumes of what we could be demanding. Let alone the UK's and U.S.'s orders of AZ's AZD7442 mAb treatments which I haven't heard about since.
Doc, I dare say there are a few Porsche enthusiasts on here sadly a bit of an anal affliction.
Otherwise a decent bluff.
But particularly if we are to appeal to an American market in my humble opinion we need to move very rapidly away from an academic research project naming sequence.
Far from a Marketing Guru but I think it’s glaringly nondescript and needs a name that people can remember.
Andy I was reaching as could only really remember the 911 - but knew instantly that on this forum my 924 bluff would probably be called
I was with you until you referenced the 924 as a memorable or dare I say desirable Porsche. Lack lustre underpowered VW/AUDI.
But yes as it ‘potentially’ moves to a commercial entity the name is pretty pants.
Love that toon Doc.
Talking about names - I've thought for a long while that SNG001 should be called by the company name. It should be just called Synairgen. I know you'll all say they can't do that ! It already has a name and wtf ! the company has plenty of other tricks up its sleeve after this and new drugs to release to the world - that biobank for instance- but in truth it's not really a name and before we dust off the Christmas lights again it's likely that Synairgen will cease to exist ( or may still exist within a larger entity but it'll be a cypher - a whisp - like Man City after its sale to Abu Dhabi - not a real club any longer )
It's just a thought and like most of my thoughts probably worth absolutely nothing except a momentary diversion, but the drug is already named for the company anyway - but in a pretty lame O level Biology sort of way . It kind of says - " Hi uh - we're Synairgen uh and this is our first drug - rather than I'm Ferdinand Porsche and THIS is the Porsche. You can't push something that's called SNG001. But use Synairgen as your stem and add on some numerical coding if you have to -as in 911 or 924 or in our case RM,SH, DD, or RD or Where'sthatfu ckinghometrialdata
"Synairgen" flies and I want some.
Matt - unbelievable - except it is believable I guess.
here's the Remdes numbers. Also treating 50% of hospitalised patients in Q4. Who knew they changed the name to Veklury
Doc - I don't know about Gilead, but Eli Lilly made $2bn in one quarter last year from their mAb, before it got binned off.
That was only treating half of the patients in hospital.
Just puts what SNG are hoping for into perspective...
Gggg good day ahead tomorrow.
Herbieridesaga "this country is corrupt and unequal x corrupt and unequal x corrupt and unequal to the power +300 facist MPs "
Nice upbeat note from you Herb. Ta
here's a tune to spin up as you open the gas valves and tuck the towel along the bottom of the door.
Nice one gggg21, that is worth knowing.
That's not fair Massive. I'm just trying to describe some potential scenarios, while trying to remain true to the company. I've even made an amendment below.
[... "We have a massive stocklpile in anticipation and hope that the truth would leak and we will make our treatment available to everyone imminently! From today, we put a stop to all respiratory viruses. No more profiteering from big pharma with their purposely inefective and mind controlling treatments and vaccines.", RM will say.
11 months later many millions of treatments at affordable prices become available to every person on the planet who needs them. ... ]
IG short positions now all closed as of today was 1% short now zero.
think it's safe to say scinv isn't invested here but has an interest in creating doubt amongst pi's in their investment, this leads me to think scinv might have a job after all, a paid deramper .. paid derampers only appear on shares with potential! I'm definitely holding..
Hope you weren't breaking the law typing while you were driving
About 20 min but I had some issues with page on mobile.
How long did that take you to write? Funny how RM has a serious job to get on with as you sit writing crap on an anonymous forum for entertainment purposes
It will be secretly approved tomorrow just for the elite! But the secret of this miracle cure, only given in the most exclusive rooms of the most exclusive clinics will leak. There will be a media storm of this news, demonstrations on the streets and outside the hospitals for the rich.
RM will swiftly organise a press conference. There, we will find out that under threat they could not speak of it publicly. But the truth has prevailed! Now everyone knows, they cannot hide it anymore. "From today, we will make this available to everyone. Today, we put a stop to all respiratory viruses. No more profiteering from big pharma with their purposely inefective and mind controlling treatments and vaccines.", RM will say.
A week later billions of doses at affordable prices become available to every person on the planet who needs them. A year later, deaths from viral respiratory infections drop by 96.32% worldwide and RM is a guest at the White House to be honored with a medal for his achievements. The largest media networks from around the world are covering the event as RM approaches the podium to accept his medal from the US President and address the public. A door onbtye side of the stage area is creaking open. Two men slowly approach the podium and kneel before RM. It is George Soros and Bill Gates. With tears in their eyes they cry "We confess". At last all comes out in the open! The truth about microchips, the illuminati, the Bildeberg club, everything! All of a sudden, a strange smell envelops the room! A faithful investor, we'll call him Kime, is staring at the ceiling, it was time to wake up and he had just farted.
300 facist MPs not only Tories then!!