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Sorry meant 1a & 1b not 1&2.
Seb - not sure I wish to see itsh enlarged! Iām with you tho, why is it seen as a risk now we have seen so many positive reports. This last one in China with Dr fish is the best. It categorically works. Iām not 100% down with my interferon alphas and betas 1&2. Is the Chinese trial the same drug as ours (I know it can be a different formula) and the Merck drug is that the same too? I thought we discussed that beta was better than alpha but please tell me off if Iām wrong!
So how can you explain 35p?
Personally don't see why it cannot be circa Ā£3 on good results. Synairgen have the brains behind the drug and if needed a team of university students in Southampton to help develop and expand. Completely right place right timing and so far all the evidence is pointing to a success regarding interferon and helping patients with covid19. The share price does not reflect this at present granted as the odds are against, be patient and we may be rewarded.
My opinion only.
Good luck all.
Do you really see Ā£3 per share?
Not bad!
But bad thanks seb. Only her second time but hitting it regularly which is good! More interested in the golf gear, typical young girl! Gets her away from iPad though.
I agree about the risk, although most investments are risks. You just have weigh up the risk reward and your appetite for success v failure. Iāve always backed myself but itās more difficult when your having to back people you donāt know whilst some idiots (Warwick lad and MMās) are messing with your decisions. I still go back to every piece of research found and it shows Interferon to be helpful in many ways. I would be interested to hear why Warwick lad thinks it wonāt be. I wonder if he has found some research that we havenāt? Come on back up your crappy little post with some evidence.
CW for me it is property and later this year banks.
I think we have yet to see the buy opportunity for Barclays and LLOY yet. I figure Nov / Dec and hold for 5 years.
As for our short term focus, I hope they take the money and run. LOXL2 is an interesting opportunity but we only have 17%. The data bank is worth money as well and would be well used by a major.
I see any takeover would be between Ā£300m to Ā£500m.
I know other will think more, but in todayās world I think these numbers are achievable.... subject to good results !!
The major problem with Sng is that outside SNG001 , they haven't got much else in the pipeline .
Licensing is the usual pathway so that management can benefit for many years ( and keep their jobs ) :-)
Not yet retirement times for them ...
Agreed, if synairgen donāt have much else in their armoury then they may want to cash in and ride off into the sunset. They deserve it if it comes off and so do we!
If your happy to share, what do you think the next opportunity is? Made a quick 50% on BOO but was never staying in longer than 2 days!!
I like Mid/long term opportunity at odx. And Avacta cancer treatment looks amazing but they have royally screwed PIās with placing and cashing in on COVID to fund cancer therapies. One for the long term there.
CW25 I think a clean take over would be best for all. I know they donāt happen much on aim, but for all holders here I believe it would be the best opportunity for quick return. We can then invest in the many opportunities outside of pharma.
Good to know. Iām also keen to add more. I have another 50k spare but already weāll stocked. Just there in case they play with us and drop it past 35p. Iām keen on some others but hoping syn comes good, we can cash out and then I can add more longer term holdings and go back to my day job!!
When you say a deal, you think a takeover or licensing deal? Iām thinking more licensing but would prefer takeover. Would they not have to rns is in takeover talks or can they discuss subject to results?
My real wish is the mms donāt mess around and they just let this go if successful. Surely they wouldnāt be allowed to play games on a positive Rns?
CW25
I added late Friday another 18k.
If we drop below 35p I will add a further 20k shares.
I am targeting an additional 50k pre news.
I will not add post news. I am now hoping Richard is combining the COPD and C-19 Hospital trials to generate sufficient data to make a emergency application to the FDA and MHRA.
I got the impression when i had limited communication with the company a few months back that they were keen to hand over the day to day as soon as Synairgen had de-risked as much of the process as possible.
I would imagine the FDA would listen to a AZ or GSK or McKesson more than little Synairgen.
You know my ultimate is a deal is reached an it is all wrapped into one RNS. That takes away the pain of deciding when to sell. I would take Ā£3+ per share happily.
Sharesting you adding further before results? Or hedging and buying after potential rise?
I did watch the roadshow and Richard was already speaking with potential partners there for COPD. He had the phone numbers for the right people thatās for sure. Sharesting - do you see the MCap being multiples immediately on results I.e a re-rate, or are we looking at an increase over months, if not years, once income stream is known. Would be good to get some timeframes in my head of what to expect.
Has anyone researched what a drug sells for ?
Did anyone listen to Richard Marsdenās interview from the German tradeshow.
I get it, the share price is low, however we know why. An institution is clearing, just like they are with all their other shares they acquired from Woodford.
So the price is back at 35p. The placing level. For me this represents further opportunity to buy as I think SNG001 works. For others they will sell, that is there choice.
But anyone researching this will know the true value of SNG001 is multiples of the current MCAP, if it works for COPD, add in C-19 and things get very interesting.
So this board is going to be full of sceptical investors, trolls and investors that believe. Should make a fully rounded overview.
I know one thing. I have funds and will be adding. You make your own minds up.... and try not to be influenced by anyone here !!