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.
Spike Lee won't be visiting the cinema, but with no vaccine available for roll out in the next three months, what does that mean for cinema and CINE?
https://www.nme.com/news/film/spike-lee-wont-visit-cinemas-coronavirus-pandemic-vaccine-2678735
"Vaccine= fast track to recovery". Are you using fast-track from how the Gov website is using it?
@Johnny Lad - I close my case on the vaccine approval, you having of substance to counter claim of
the question asked... enjoy your short term fear posts, longs aren’t bothered so crack on!
Saihaj you are not making sense. What context are you using fast-track is it the same as the gov.uk website and when you refer to shorts you mention them as "short-term". I'm not sure we are talking about the same thing.
Could you clarify?
@Johnny lad - if what I’ve asked clearly a few times doesn’t make sense to you than no point discussing it
further... I’ll let you crack on emphasising every small pot hole along the road ahead!
Shamus these guys are not adding much to the discussion. There's no in depth discussion of vaccines, no comprehension of what time frames and can't even get an answer about the use of the words "short-term" and "fast-track".
The research carried out about a que in Bournemouth turned out to be a lie.
Saihaj could you please tell me what context you are using the terms fast-track and short-term and ill be happy to give a genuine response.
It feels like I’m asking questions to dumb and dumber aka Johnny lad and Shamanus - I’ll try one last time, what should investors holding long be worried about once the news of an approved vaccine is circulated in the media?
Saihaj it would be good to get the idea out of your head that the vaccine approval will be announced on the 24th. If we are a) VERY lucky then New Year and if we are unlucky, then b) September next year. What should long-term investors be worried about? Let's look at the scenarios:
a) CINE results on the 24th indicate refinancing and new debt, profits will be reduced over the next 12 months and share price won't rise back to pre covid. The worry is only if you've bought in at a high price.
b) if the vaccine is delayed to September 2021, more debt negotiations will be required and the likelihood of defaults becomes a serious prospect. There is a real chance of bankruptcy at that point and it will time to bail quickly.
In these two scenarios, there is a real possibility of things going wrong. Anyone lending money to CINE or renegotiating debt terms will take both scenarios in to account. It implies the company survives for now, but there is no certainty.
Name calling and stupid comments don't help. Your use of words is confusing for anyone... new people to the board should be able to read the comments and understand what you are getting at. What did you mean by "short term" and "fast track"?
Saihaj These 2 know more than Pfizer say no more https://www.fiercepharma.com/vaccines/pfizer-could-see-early-efficacy-data-for-coronavirus-vaccine-late-october-ceo
John, Are you saying Pfizer are not telling the truth?
@Saihaj
Bless you mate. You are battling alone on these boards. It reminds of John Snow in Game of Thrones falling from his horse and grabbing his sword as the multitude of horses and men rode towards him.
I won´t weigh in as its the weekend. I would recommend my friend that you do the same. We are in for the long term and maybe the stock will go low next week but 2021 will be a good year for CINE.
The weekend is a rubbish time to post anyway, so leave it to the de-rampers.
@Mark - I’m back in weekend mode, the weak responses by our derampers are nothing worth following up. Will be back on Monday when the rest of the crew is around!
Since you've asked Neil, and as you are treading water, the answer is yes , I do know as much if not more than many at Pfizer and secondly at Pfizer, and i know most of them, they don't make silly claims. You need to understand what they are saying and the process involved - I'm simplifying for you:
i They are still collecting data and enrolling patients
ii Vaccine data at end of October at best - could be delayed
iii There is no guarantee the data will be positive
iv **IF** the data is positive then we wait for 3-4 weeks even on fast track and potentially another month for review on the full data
v then we get an EUA - with specific terms (cinema goers won't be prioritised)
vi then we have another 4 months before it even gets to the public and we have it sufficient quantity for mass vaccination.
vii after mass vaccination is done, i.e another 4-6 months and bingo we have a result
So let's put this in perspective you won't have any decent news until Christmas and certainly nothing positive on the share price until next year. Point iii above is where your investment is pivoting - the chances are not great.
Hope that helps.
Also Saihaj, Neil and the rest of you. Good luck.
Astra Zeneca has already started production in there vaccine. Just waiting to end phase 3. Phase 4 is production. They already have phase 4 completed..
Do get back saihaj and hq.sami id love to hear your thoughts.
Ian astrazeneca don't have phase 3 completed otherwise the Internet would have gone wild.
Bump this one for you Saihaj. Since you've asked Neil, and as you are treading water, the answer is yes , I do know as much if not more than many at Pfizer and secondly at Pfizer, and i know most of them, they don't make silly claims. You need to understand what they are saying and the process involved - I'm simplifying for you:
i They are still collecting data and enrolling patients
ii Vaccine data at end of October at best - could be delayed
iii There is no guarantee the data will be positive
iv **IF** the data is positive then we wait for 3-4 weeks even on fast track and potentially another month for review on the full data
v then we get an EUA - with specific terms (cinema goers won't be prioritised)
vi then we have another 4 months before it even gets to the public and we have it sufficient quantity for mass vaccination.
vii after mass vaccination is done, i.e another 4-6 months and bingo we have a result
So let's put this in perspective you won't have any decent news until Christmas and certainly nothing positive on the share price until next year. Point iii above is where your investment is pivoting - the chances are not great.
Hope that helps.
Treading water..I don't think so! far from it... I am actually ****ing myself here with your comment regarding knowing more than a multi billion $ Pharma company,, as you say So let's put this in perspective .. You think you know more than Pfizer yet you know fcuk all! pure and simple
"...regarding knowing more than a multi billion $ Pharma company" - you asked and I gave you an answer. If you don't like the response, it's your choice.
For your reference this is what I said: "yes , I do know as much if not more than many at Pfizer and secondly at Pfizer, and i know most of them, they don't make silly claims".
@shamus, I've mentioned it many times, the share price will look better in January, I don't understand what these guys are looking for - it won't happen on the 24th and even if there is a slight glimmer, it will short lived.
Phase 3 ongoing at the moment. But phase 4 already completed. Expect phase 3 to finish October. Also Moderna on same time level as Astra Zeneca. Pfizer, started work on their vaccine after this two behemoths. So will take longer to come to market.
Ian, I am not sure what you are saying? They've completed a phase 4 before phase 3?
Yes. Phase 4 is going into production. Normally done after a phase 3 has been completed successfully. But in this case, they went into production after phase 2. They have to do phase 3 for potential side effects in a larger sample size. But ostensibly know the vaccine works. Only done due to this being a pandemic and the need outweighs the risk and cost. The government has bought 90 million treatments, so the cost has already been paid for...