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. 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.
Every now and again, I reassess my investment in SNG.
Then I remember:
a) £80m raised in the blink of an eye from II - not an easy feat. They would have done their due diligence and risk assessment.
b) inclusion in Activ 2 - selected out of hundreds
c) glowing Lancet review - repeated in Jan/Feb
d) science behind interferon and Ace-2
e) More scientific focus on therapeutics
f) more focus on interferons - and away from that unhelpful WHO report on intravenous interferon
There are a lot of unknowns; we can speculate (and argue!) about manufacturing capacity, unblinding due dates and RNS dates but these are the 'knowns'. Pretty good solid stuff, I reckon.
March 20 fundraise*
Clearly lockdown taking its toll now as I am struggling with what year i'm in.
from Jan 2021*
The company has allready stated that it plans to produce 100k doses from Jan 2020. They took shareholders money for this purpose in the fundraise. They also said that they planned to have 1m treatments by winter in the March19 fundraise. So if they are going to ramp up production they are ramping from that base.
"watch from 7 min 30 sec onward, immediately after the army he clearly says ramping is after data readout."
No he doesn't. There's no mention of ramping anything. His words are "there's a whole army of people working on the manufacturing side to make sure we can make enough drug to satisfy market demand".
Nothing about that suggests that they're waiting until they have the data before beginning the manufacturing they've already committed to. But if you're saying that it will eventually need scaling up again to take it beyond the 100,000/month target they've already set, I agree.
It's really not that hard to work it out. They were planning 100k treatments per month from January with a view to ramping production up further in the summer.
Why keep reacting to him/her? It just keeps it going and fills my screen with green boxes!
He said in the January 28th interview that "there's a whole army of people working on the maufacturing side". He also said in the middle of last year that the product has long lead times.
So even if they aren't producing 100,000 doses a month yet, they're obviously working on having it ready so it's available when it's needed.
I don't get the obsession with how many doses are on the shelf Scinv.
How many units they can knock out post-EUA approval (or other approval milestone) would be far more important. If Eli Lilly could do come up with a manufacturing schedule for the FDA that they agree to, so can Synairgen. If I didn't think this had already been discussed at some level between the FDA and Synairgen and they were not happy to proceed on said basis, I wouldn't be invested here.
Talking of the last RM update......Take a look Scinv.
From 4:10
hTTps://www.youtube.com/watch?v=nhFqeW6sIXg
Not engaging further - you are not going to get actual evidence until the company announce it.
Fruits, dead right, I was trying to explain to the de-ramper to check out Activ-2 inclusion criteria but he is too hell bent on ignoring requests to do his research before he comments. Another child in the bin for me
Scinv , Eli-Lilly had production in progress before EAU, ( you can wade through the EL investor relations press releases and you will find figures there), so we can expect no less from any other Activ-2 candidate IMO. Can you think of any reason why the the FDA would put us on such a high-profile trial without knowing from the BOD that we can deliver on their estimated required numbers? Nor can I. If you are still not convinced, consider Polar Capital who will have done their own due diligence, including scale-up capability, far beyond what is discussed on this BB. Their increasing stake indicates no red flags to me.
Ok Scinv, show us the link?
Scinv - I seem to remember RM saying production of 100,000 per month starting January and that roughly half the 80m capital raise would be used for this purpose.
Yes, I agree. Will take some simmering to put sp back to £2.45.
Not to mention that bit in RM's last interview that said something along the lines of "multiple firms interested in the franchise". He wouldn't say something like that if he didn't know he already had other businesses showing great interest in us, and businesses wouldn't show interest in us if we couldn't prove good product manufacturing processes, or the ability to scale up production if needed. Now like a good stew, leave this to simmer and go out in the garden and enjoy the sun :)
Check Activ-2 Scinv, you will find all the answers you need there. I don't need to post links because we have all seen it, go and find it yourself, it might stop you subtly de-ramping this share for a change
Scinv...go back and re-watch any recent RM interviews eg Vox, Proactive etc. Way back on 18.11.20, RM stated 100,000 per month in 2021.
Also, if you seriously believe the US Activ2 trial and Warp speed havent already adressed production in the light of a positive trial result - and EUA - where have you been for the last 9 months ? Biden could even use the Defense Production Act to seriosuly ramp up production with a SNG US partner if/when required.
Don't believe a word from our resident de-ramper, production will have been under way for some time now and if you believe anything else you are in cuckoo land
Gentlemanly conduct will go straight out the window considering the problem they have it will be guns blazing make it happen
Say we got the green light tomorrow, does anyone know how much stock is in the cupboard ready to go?
HIghly unlikely given the partnerships SNG already have in place,
Good find, let's hope that vaccines haven't taken up all of the spare manufacturing though!
For those worried about SNG scale up forget it the US make things happen
Covid-19 Live Updates: Merck Will Help Manufacture Johnson & Johnson Vaccine
RIGHT NOW Under a White House-brokered deal, Merck will help boost supplies of its rival Johnson & Johnson’s vaccine.
The pharmaceutical giant Merck & Co will help manufacture the new Johnson & Johnson coronavirus vaccine under a highly unusual deal, brokered by the White House. The move could substantially increase the supply of the new vaccine and ramp up the pace of vaccination just as worrisome new variants of the virus are taking hold in the United States.
President Biden is expected to announce the arrangement, first reported by The Washington Post, on Tuesday, according to two senior administration officials, who confirmed the arrangement on condition of anonymity to discuss a matter that has not yet been made public. It comes just days after the Food and Drug Administration granted emergency authorization to the Johnson & Johnson vaccine.
Merck is an experienced vaccine manufacturer whose own attempt at making a coronavirus vaccine was unsuccessful. Officials described the partnership between the two competitors as “historic,” and said it harkens back to Mr. Biden’s vision of a wartime effort to fight the coronavirus, similar to the manufacturing campaigns waged during World War II.
According to one official involved, the administration has been scouring the manufacturing landscape for weeks, ever since it became evident that Johnson & Johnson’s was running behind on its manufacturing. But just how quickly Merck will be able to ramp up is unclear. It will take months for the company to be able to convert its facilities to manufacture and package a vaccine that it did not invent.
Under the agreement, Merck will dedicate two of its facilities to production of the Johnson and Johnson vaccine, which unlike the other two vaccines that have emergency approval in the U.S. requires only one shot.
One facility will provide “fill-finish,” the final phase of the manufacturing process during which the vaccine is placed in vials and packaged for shipping. The other will make the “drug substance