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The calm before the storm....news from Prof Chalmers on SFX-01's preliminary efficacy assessment for Covid/ARDS coming soon, and maybe in time for the following two Covid-19 presentation/discussions this month where Prof Chalmers is involved. Gla ;-)
Escaping to a post-Covid world. 17 April 2021
“However, it has also highlighted some of our major strengths. There has been incredible innovation during the Covid-19 pandemic, with acceleration of digital technologies, better ways of delivering healthcare and developments in vaccines and treatments that could be applied to many common diseases.
“We all have a stake in the post-Covid future and we all get to play a part in building it. That starts with a broad conversation about where we are going and what we want the future to look like. Hopefully that’s the conversation we will start at this event.”
https://www.dundee.ac.uk/stories/experts-discuss-what-post-covid-world-might-look
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COVID-19: State of the art – DRAGON IMI project
29 April, 2021 Online
A full-day virtual event dedicated to COVID-19, where top level faculty will share the latest advances, data and best practices relating to SARS-CoV-2 and COVID-19.
“This event brings together world-leaders tackling COVD-19 and how different digital approaches to big data will help us to defeat the pandemic”
https://www.ersnet.org/events/covid-19-state-of-the-art-dragon-imi-project/?preview_id=129976
It might well go to 3.5p as a knee-jerk very short-term reaction, but given we will still be a pharma with nearly 5p/share cash, multiple pre-clinical prospects, the breast cancer result under the belt, and the Juvenescence deal, it's not going to stay there for very long. So it will probably settle at around 5.5-6p until they can put out a new 'story' e.g. about Glioma or something else. No worries about discounted placings after that given the c.£13m cash position.
On the other hand if the news is positive as you say this will absolutely rocket from this EV. Even just 25% of SNG's 'rocket' on the day will be +£75m or +27p on the price (50% would be +54p).
Inflammatory drugs seem to be the way forward.
Negative news on the STAR trial will probably see the share price down to around 3.5p, anything positive will finally see this rocket. From a risk reward perspective its worth a punt IMHO.
Drug discovery group C4X Discovery Holdings surged after announcing that its subsidiary had signed an exclusive worldwide licensing agreement with French pharma multinational Sanofi, worth up to €414m, to develop and commercialise an oral therapy for the treatment of inflammatory diseases.
“This licence is a validation of the C4XD business model, showing the significant value in early-stage programmes,” said Julie Simmonds, an analyst at Panmure Research, who reiterated her “buy” recommendation.
The deal shifted the cost of this particular project to Sanofi, “giving C4XD more cash to both invest in its existing programmes and also start to scale up development of the next generation of programmes”.