The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Agree BeContrarian, Progression in Activ-2 would be huge. At the very least it would show that the drug significantly reduces viral load and that it can be used effectively in the home environment to do this. A huge result for the company if this is the case. A significant re-rate would be in order.
Of course, I hope desperately that you are correct.
GLA
Interesting take Kev. Personally I see Activ as the higher bar vs our own P3. Surely if Activ is good the doors will be blown off?!
I think we will get P3 news before christmas, the trial is expected to finish up next Friday. A2 has taken longer than expected but we know they are analysing the data now and results should be announced soon based on the timelines of other drugs such as Camostat.
I will take £3 first. £20 before Xmas, dream on!
We won’t have P3 news by then, taking forever with A2.
If it eventually goes to £20, I’ll put on a party for us all. Paid for by me, of course.
You have to have a ‘going concern’ to get maximum value! They think you need them, then you getting low balled. They see you as doing fine without them but they want you to maximise their bottom line then they offer fair value and above. The difference is likely at least 100s of millions. Likely a billion or more. So expand like you don’t need them. Talk up offers to where you want them. Exit stage left. Humanity wins. We all bag fortune.
Just saying …..
Fruitsnveg - if I may. The line of thinking that the company is setting itself up for may it independence, licencing, T/O, etc is not correct.
Instead, it’s a case of Synairgen growing organically where the needs of organic growth and the speed of it are dictated by the development of their drug and the commercialisation thereof. Part of this will require outsourcing of some activities which we’ve already seen. (A company doing this have a higher chance of being successful and maximises shareholder wealth.)
Secondary to this you may have licencing or a take over of sale of Synairgen Research Limited.
Slightly different way of looking at ‘independence’.
Fruits... your thinking is not skewed.... imo, they always intended an independent path. It's also what RM has always said.... "we've done all the 'heavy lifting'" he said.. we will do Covid and then let a big Pharma take it on from there for COPD, Astma, Flu, prem babies etc..... he said.
I'm not saying that if a Pharma had come along with an open cheque book, before P3, he would've have said no.... but otherwise... independent path it always was.
CityTTrader,
"The next move will be a takeover by a large pharma probably before the end of year"
I have no doubt conversations have been had regarding this.".
The thing that doesn't tally with this is Synairgen establishing Synairgen Research (Ireland) Ltd fairly recently. They also wouldn't have re-organised (they had a recent internal re-organisation recently per LinkedIn), hired a Head of Comms and hired a Head of CMC who both started their jobs this month. Their actions to date point to an independent path. Is my thinking skewed?
On what is the 'delay' hypothesis based? No evidence of that unless someone has got hard facts. If you look at Camostat the decision to remove it from ACTIV-2 was made seven weeks post trial recruitment concluded and another two weeks until the announcement. We could be close to the DSMB ( Data and Safety Monitoring Board) decision.
Some rather cherry picked numbers there, but I do like the theory of the delay being caused by order negotiation !
I'd take £20 at Christmas ;-)
From Vikingwarrior on ADVFN
I've been thinking about how this will play out over the next couple of months or three.
First we need news of a succesful trial and confirmation of moving to phase 3. We already know unofficially but I think there is a delay while America puts an order together? So working on the assumption that an order and confirmation of phase 3 is about to be forthcoming next week I can see the SP reaching 500p. This will value SNG at £1bn. hardly too outlandish? The next move will be a takeover by a large pharma probably before the end of year. I have no doubt conversations have been had regarding this. My guess is £3Bn possibly more and so I can see 1500-2000p by year end. That's a pretty steep rise about to happen here.