The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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As well as any immediate requirement to reduce hospitalisations, the big value for governments ordering SNG001 is that it sets them up for the next variant or the next pandemic.
Frozen SNG treatments can last over 6 years.
Which government isn't going to want to give their population/voters this broad-spectrum antiviral defence? Plus miss out on the healthcare cost savings it could provide from influenza every year.
RICH3R. Yes please be soon. If nothing else it would change some of the narrative on this board.
Not long now... I won't deny it was a bit nerve jangling to see the red dot appear for yesterdays RNS. It's hard not to care.
I agree Skippy about the Covid situation not being over - in fact far from it imo. What chance that other variants come along? Quite high I’d have thought - because until the whole world is vaccinated in 5 years + and possibly never, there will be scope for variants to grow. Now they might continue to be less virulent than Delta and Omicron but surely that’s not a given. There will be plenty of business for SNG001 if P3 results are as good as we hope. I just hope the results come very soon.
Mumbo..... I agree there are other treatments....Not similar to SNG...
There will be more than one treatment options, that does not mean
SNG will not be very successful commercially... That it what matters
if you are investing here...Frankly things are looking very positive
on that front...SNG have been planning for success so we will be able
to maximise the potential if P3 are successful very quickly..IMHO!
Just because we want herd immunity doesn't make a damn of difference to whether or not we have it. There is an element of herd immunity for all transmissible diseases but we already know that Covid will mutate and bypass that immunity over fairly short periods of time. Herd immunity alone cannot provide enough cover for a virus that does that.
It may be that vaccine science can eventually beat this if they can make a covid vaccine that is more variant agnostic - but herd immunity - not a chance. You don't think that you will never get another cold every time you get another cold do you?
Covid reality, sentiment and political reaction will continue to wax and wane for some years to come and that's why the 'this Covid bull run is over' narrative doesnt fly for me. By the way - we heard the same narrative last spring...
Whilst the sentiment is certainly not what it used to be, there is no getting around reality.
I do not know of any other "COVID stock" in the world with Synairgen's market cap, that will have hundreds of millions of dollars in orders post positive readout of a P3 trial.
And I put "COVID stock" inverted commas because a positive P3 trial result will open up the door to fund a lot more trials in various respiratory related conditions.
Manifesto - so is the case with treatments too. Some already on the market and more coming similar to the one like SNG in terms of putting out fires.
diseases...
There are double vaccinated patients in intensive care with covid....
The stocks that are suffering are those producing test kits, as
testing is being scaled down...That could change..But there
are new tests emerging so the market is diluted...We - SNG
have a unique product for many diseses not just covid
so you cannot associate us with other covid stocks in that way...IMHO!
Mumbo, what I would say is that IF Synairgen can pull of great P3 results, then it has to be worth more than £2 per share. For the patent alone on inhaled IFNb.
I can honestly say that if this was just a pure Covid play, I would not be invested here.
By March, thanks to the spreadability of Omicron UK will reach herd immunity via infection and vaccinations. Seems like the US is following the same plan too and consequently all covid stocks are taking a hammering.
Can SNG be the exception?