Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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.
Nessab,
That was the £8.1m Asthma Human Challenge Study Contract Win dd 24th August. That was a GSK deal.
But there was a more recent contract signed and RNS'd today with an 'unnamed' company , - a "£5.7m contract with a specialist biotechnology company developing therapeutics for respiratory viral infections, to test its antiviral product using the hVIVO Influenza human challenge study model".) It's the most recent contract I thought could have been Synairgen, but with no imminent RNS confirming that, it appears not. Wishful thinking.
Surely not the company Patrick Bankbalance has strong affiliation with.
Reading ORP webinar tonight and it seems the contract mentioned is with GSK for asthma.
Yes I'm jumping to wrong conclusions Fruitsnveg.
Exciting time for SNG none the less.
MattRempit,
I was wrong on my hunch (I assume we would have had an RNS by now, lol), but apart from that, Synairgen investors investors might be interested on Orph's statement today. Their market view below bodes well for us too. Matml74, good spot, you posted this today, I think it's worth posting again...:
"...the infectious disease and respiratory market, which is due to grow exponentially to over $250 billion by 2025, as pharmaceutical companies around the world look to restock the medicine cabinets with novel vaccines and antivirals. With this in mind, we expect that moving into 2022, our work will continue to come from a broad range of infectious and respiratory diseases, as we see rapid growth in those spaces."
Great post Fruits and Veg.
Interestingly, tonight at an ORPH investors meet they hinted at a merger for NASDAQ listing.
Pinch of salt as I've just read it on their board..
When I said OO I meant ORPH. Monday monday...
Thanks BeContrarian, Prion25, Matterhorn, all helpful points, it looks less likely than I thought. If no RNS 'imminently' we can assume it's completely unrelated.
Regarding OO, I wish you both well in your investment and hope they come good soon, I believe you have a long term winner on your hands. I was tempted by OO a while ago but lacked the cash (parked here).
*referred to
Synairgen haven’t conducted animal preclinal studies as far as I know - the biotech they referred have.
# put off
Fruits
I have a small holding in ORPH and read the RNS this morning and I thought the same, but was off my the ref to a biotechnology company which there are many rather than a Research company Hope you are right :)
Compelling theory fruits,
One question that emerges for me is if SNG are engaged in a challenge study, given cost, and that this would be deemed market sensitive, would be RNSd?
Would love for it to be us though. Also have skin in Orph as it happens so would be a huge win win for me.
You are a shy lot today on the BB, don't all rush:-)
OK I'll start....
Open Orphan's RNS of today: https://otp.tools.investis.com/clients/uk/open_orphan/rns/regulatory-story.aspx?cid=2484&newsid=1509846
In particular the statement "Cathal Friel, Executive Chairman of Open Orphan, said: "We are delighted to be working with this biotechnology company to test their exciting antiviral product against our Influenza human challenge study model. As a result of social distancing, hand washing and other COVID-19 mitigation measures, there has been extremely low levels of population immunity to Influenza. As such, there is an increasing concern that in the year ahead Influenza outbreaks could spike considerably and therefore this type of therapeutic could form part of an effective defence against future outbreaks of Influenza due to its compelling array of clinical and commercial advantages."
The last sentence -> "compelling array of clinical and commercial advantages".
That made me thing of SNG001 - Nebulised IB, with the commercial advantage of having long-self-life stockpiling capability.
Then consider Synairgen's history vis-a-vis influenza:
2010 - https://www.ipgroupplc.com/media/portfolio-news/2010/2010-05-17
2021 - https://www.synairgen.com/media/qvimby2r/210524-in-vitro-activity-against-sars-cov-2_final.pdf - see last para.
Is anyone seeing the same dots?
Bumping this up.
Dafad, you could be onto something. Both Hvivo and Synairgen share a certain David Robert Norwood (past Hvivo, present Synairgen?). Reading today's Hvivo (owned by Open Orphan) RNS, it seems that it could be entirely 'plausible' that the UK Biotech they refer to is . . . . . . .
Any more thoughts on this please share here.
Very. Good. Spot. Dafad. !
Any more thoughts on this? Could it be....? Maybe barking up the wrong tree here but it certainly looks worthy of investigation...
I wonder who Open Orphan signed a contract with as regards todays rns from them
From Open Orphan RNS this morning.
"Post-pandemic, the infectious and respiratory disease market is seeing exponential growth, with an expected global market value of $250bn by 2025."
Might need to take this into buyout price considerations.
I think you will find that RM is thinking a little higher.
https://www.fiercebiotech.com/special-report/top-15-biopharma-licensing-deals-2019
These are the 15 biggest single drug deals of 2019.
Clearly shows £5-10bn is completely possible if we produce a best in class P3 data set.
I am afraid that all these questions, and speculative answers fall in the “How long is a length of string?” category. I draw positives from all this, namely:
a) We are very likely to receive some information from the ongoing clinical trials before the year is out. Presumably, should there be further delays, investors will be told about them?
b) Over the past fourteen months (since I first showed an interest and subsequently invested in Synairgen ), each successive piece of scientifically-based news issued about our virus agnostic product, in a variety of contexts, has been positive.
Whereas I fully support the vaccination programme in which I will continue to participate, the time for a truly effective treatment to supplement it is long overdue.
Impossible to tell really, just concoct your own scenario and sprinkle in some prices that you'd like to see.
Relatively young investor. Followed SNG for the past 12 months. My question is regarding the possibility of a buy-out and what effect that may have on our shares.
Also - do we have any examples for of relatively small company (SNG) when comparing to big pharma, producing a breakthrough treatment and what effect that had on the share price.
Any feedback would be much appreciated.