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The uncoming COPD results will unlock the true core value of this share and will be the culmination of fifteen years dedicated research by a talented team of scientists, many whose names will never be published. The public face is always Richard Marsden, only a month ago this board had several posters complaining about Marsden’s body language on the latest You Tube video and also in the delay in results. We don’t seem to hear from those posters now – funny that.
It should have been quite obvious to anyone involved in pharma stocks that most of these directors are much more comfortable in a lab environment than when faced with the glare of cameras. In SNG’s case, this is the pinnacle of their careers, after all these years they focus on the integrity of their results and don’t pander to inpatient investors who seem to have the investing life span of a goldfish. Do the doubters really think men and women of this calibre would waste their careers on something that didn’t work?
Before this board goes mental again (2,500 posts in one day) I tip my hat to the handful of regulars that kept returning to the detail in the company research documents, in order to keep the waverers on the straight and narrow. Well done and respect go to the likes of Sharesting, Ghia and Nolupus - three original posters that have stayed on to see this fantastic project through to the end, as will I.
As a long-term asthma sufferer, I ‘got’ the science straight away and never doubted the outcome, it’s just logic and makes complete sense if you take the time to read it – That’s why I invested heavily in March and haven’t sold a single share since.
This is and always was a COPD stock, COVID just affected the timeline. There is no gamble here, just a process to be completed. I understand profit taking as a concept, but why anyone has already sold these shares already is beyond me.
I doubled my investment last week, I couldn’t believe I could still buy a large tranche for 190p, it felt like stealing. Equally, why would posters show their lack of class by boasting about how much money they have made when many, many more will be quietly banking much larger sums without being smug on a bulletin board full of complete strangers. Anyone doing this in the real world, say in a pub, would have been flattened and the telling thing is no one would reach out a helping hand – No one likes a show off, especially a rich one and in the virtual world there is no proof of profit.
Marsden could hardly keep the smile off his face in his recent interview when he said, ‘This is our time’. I’d love to know how the directors place a value on this drug going forward, they certainly have the ‘whip hand’ in current negotiations.
Investing gurus always say you should always have an exit point before pressing the ‘buy’ button. My initial exit point back in March was £7.50, what do you think?
Whatever the outcome, you can be certain that this August 'will be our time'.
ATVB.
Russia set to register world's first coronavirus vaccine August 12th. Source Business Today.
Anyone want to take it ?.
I have been following this board for a long time. I originally bought in back in March and have continued to top up ever since. 51k shares held at at 42p average before mad Monday. I had that much confidence, 100% of my portfolio is now SNG. I sold many long term holdings and went all in. I believe we will have results tomorrow and another RNS midweek to state FDA application submitted. I can't see any downside from my position now but granted before the Covid results it was absolutely a red or black situation.
Very well articulated trinityman. People think it's mad to talk about £6 or £7 per share very soon. It's not. That's still very cheap. Covid trial has rubber stamped that the COPD results will be good too. People just need to be a little patient for the next 2 weeks max. Nevermind the phrase"i wouldn't want to be out of this over the weekend" I wouldn't want to be selling shares now.
I hope not i went in at 55 and 65 now im trying to get in what ever the price is tomorrow once my daughter has opened her ISA full 20k
i have as much chance of taking that as i would to eat a Chinese bat sandwich
@trinityman, I couldn’t agree with you more! Well spoken
Trinity - Excellent post, the weekends have always been a good read here.
Being mugged off by a big pharma is good point mattw007.
I read with hesitation when anything over £7 a share is predicted, I have watched these boards over the years and it appears at times, that there is a disconnect between shareholders and the nasty world of business.
" As long as we do not get mugged off by a big pharma". Words worth remembering imop.
I agree with Y Alarms earlier post of £6.80 give or take takeover price., because the current position of the trials, wouldn't attract much more value.
Trinityman:
Applause to you for an excellent and interesting post...
Excellent post.
This has potentially significant value long term just to alleviate COPD because that population worldwide is also so big. Short term, it's the potential impact on COVID and restoring world economies where this is going to be so big in demand. Horrible circumstances for those that have suffered but is potentially creating the perfect storm for SYN and whoever they partner with. So I'd be surprised if it's not more than £7.50. I have no idea but a sensible share of global licensing rights paid for by all the governments desperate to reassure their voters and reopen economies pushes it further North than that - perhaps some patience through the winter
I’m sticking with a 3b buyout . If you look at the potential global market for COPD and now COVID .......... it’s cheap imo !!
Trinity man ,
Well done for your post .
The real danger here was before trial results because no matter how much we believed in the science , Synairgen had everything to prove to the world as well as to the investors . I would'nt have invested here , only for COvid or at least after a succesful readout in the phase 2 COPD .
The Covid 19 has put Synairgen under the spotlight but I agree it's COPD which will now bring real rewards if succesful .The road is still long with many milestones to meet , but every milestone will bring extra value to those that are patient .
Extraordinary times .....
We are all fixated, understandably with COVID, but COPD and other conditions will potentially benefit from SNG001. As sure as eggs, another respiratory virus will be along within the next 5-6 years and SNG001 is going to be well placed to deal with that too. Could well end up being a drug which is stockpiled by governments around the world. First, I’m looking forward to seeing it used for the immediate benefit of people suffering.
TrinityMan
Synairgen has been a fantastic experience. I agree there has and continues to be some outstanding knowledge and posters. Back in Feb / March we all researched Synairgen and similar companies and reviewed research from across the world. As we built our knowledge pool the a picture developed and I think we all added more than normal into the SNG pot. I remember many doubters and trolls tried to weaken our mindset. We faced a huge headwind of three sellers and a placing. In that time the share price reached 70p and then dropped to a low around 32p. What a ride.
It was the team effort that kept me focused, that and the outstanding team at Synairgen. As world trials using Interferons increased and results started to appear more
And more positive, our belief increased and so did the displeasure of the trolls! Then mad Monday happens, I think I will remember that day until I die. 7am RNS the headline 3 statements were MASSIVE! That day made the last 8 years of AIM PAIN worth it.
Looking forward I will again show some caution and warn anything can happen this is AIM. However I, like many others, believe this is worth a minimum £1billion at take over. £6.33 per share. I expect to see COPD results soon. Let’s not get disappointed if they don’t land tomorrow, as RM confirmed there are multiple data points against multiple virus. FDA and MHRA emergency applications must also being expedited. Let’s also not forget our friends in Auss. LOXL2 has huge potential still and news is due there as well.
Like most I have sold some of my holding. However I had to keep some skin in the game and I believe we won’t be disappointed.
Sleep well all and here is to a fantastic month for all still invested.
TrinityMan
#Legend
#Synairgen #GoodTimes #GolfTomorrowAndNewsWillComeOnTheSixthHoleAGAIN
A 3 billion buyout equates to roughly £20 a share
I’ve been here since beginning of March and have posted multiple times Sharing research I’ve found myself.
I did all the links, the common sense and the facts all the way through clearly stating numerous occasions “if it goes to 10p it doesn’t matter all that matters is I keep building my holdings until those results come out”
I have posted even more, sharing articles and my own thoughts etc on social media investing groups than I have on here and have gotten a rather large following
Now I prefer more light hearted posts, I’m confident in what I’ve read up back in Feb, confident sng will deliver and even more confident that the share price will be between £13.50 - £33.50
And of course we can hopefully add asthma to the package as well !!
This won't help with Asthma im afraid, unless those with asthma get a viral infection.
I just look at what’s currently available as a treatment for copd, asthma basically viral infections Seasonal flu, new strains of future covid etc
By 2022 COPD will be a 20B market a year on its own
I expect SNG001 will prove far more effective than what’s currently available and will be the go to drug
Is there any competition on the horizon? Yes
but I can only think of 1 in Canada also neb using ifn b
Is there opportunity realistically for SNG to take 10% market share based on what alternative treatments are available? Absolutely that’s 2B just on copd a year
Example of viral treatment drug, symbicort for AZN generates 700m a year.
The top 3 new revenue drugs this year are all forecast to earn 1.5 billion a year Within the next 3 years and the top one is for migraines not a life saving drug
Factor in covid and shelf life, stockpiling
I’m beginning to think I’ve low balled the buyout actually
Last year biggest buyout was 11B no covid maybe it will be 15B this year when we got bought who knows
I once had almost 300k shares and couldnt resist the pay day... now holding 7% of that, no doubt one day I'll add up the cost of that decision but profit is profit..
One day you may decide to just hold!
Hold for gold!
There has been some great posts on this board over the last few months but Trinityman has just topped the lot, A brilliant summary of the potential of this company.
Love it Trinityman, what a ledge