Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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My view is that our patient cohort will already be in hospital, will already have been on SOC and despite oxygen are not showing signs of improvement and saturation levels are dropping.
I’m expecting the new version of Activ2 we may join to be hospitalised not Outpatient.
I would call a TO bid "Pivotal" That could land anytime !
If we get on 2 P3 trials we don't have to fund, Peer Review
is positive( Highly Likely ) Do you really think looking at our SP that we
are not going to be the target of major Pharmas who have declared they
are on the lookout for opportunities in the sector.... ( I do think trial
news would lift the SP around £1/1.50 )
We are a sitting Duck...I have said it many times since the SPRINTER results..
I get the feeling the Board would like to see it through to commercialisation,
but any offer must be put to shareholders and with the huge losses many are
sitting on I think £3 /5 would be snapped up, it would also show POLY a huge
return in a very short period....
I have no doubt a number of PI's voted no to 12/13 .But I think the idea that
the numbers were significant enough for SNG to back down is unrealistic..IMHO!
ALWHIZZ - Point Taken.
To shift the discussion one thing that has been playing on my mind is how would a new platform trial find a pool of patients.
Testing is no longer easily accessible or mandatory.
Ergo it’s likely we may get a scenario this winter similar to the start of the pandemic whereby patients are pitching up at A&E already multiple days into an infection cycle.
Does that play into our hands? I haven’t made my mind up on this yet.
Let’s not get stuck on timeframes
A few months ago we were all wondering if it would ever get commercialised. We had a group constantly bombarding this board with “It’s all over”
Let’s focus on the highly important “new” news. The BOD is very confident we will be treating patients in a trial this winter.
In my view therefore this drug will reach commercialisation in a P3 trial of large enough scale to show what was shown at ATS. A 70% statistically important improvement in patients suffering severe difficulty breathing even though they’re on SOC and taking oxygen.
Will it take 12months, 18 months, will we get bought out somewhere in between?
Who cares…..and no one knows. We are in a much better position than February so let’s be happy about that.
Ghia/Manifesto
Deuce................................New balls please !
Manifesto - I’m not saying that these things won’t play out just that your timescales might be optimistic.
Excitement from board members at AGM is great but remember they also quite clearly said this will not be commercialised in 12months time.
I’m just asking for realism and tempering of the claims that we are months away from something pivotal.
Ref your poly theory would it surprise you to know that myself and a couple of other investors communicated with the Ned via our brokers to question the need for resolutions 12/13.
I personally felt like their absence would remove the question of fundraising from these boards and appeal to PI.
I doubt poly care a jot since they’d likely be front of cue for discounted placing shares.
Ghia...
I find the tone of your post rather arrogant..
So let's look at what we know.... ACTIV2 results were good enough to pass for P3
unlike other drugs that were thrown out... So chances of P3 resuming are Good at the least..
SNG wanted resolutions 12/13 on the Agenda... Who do you think the shareholders
that objected were???? Poly is the intelligent option... They have a controlling interest
for any special resolution and IMHO are making use of their position...SNG backed down..!
They do not want any dilution that could affect their control....Surely you see that!!
Reports from AGM said there was notable excitement when the topic of Long Covid was
raised....... Can you give any strong argument as to why we would not be accepted
onto a Platform trial when you look at the Deep Dive from SPRINTER... ????
It seems highly likely that we will, BUT more importantly the report back from
the AGM makes it pretty clear that RM hinted we would be.......
So my views are not plucked out of thin air.....I have also made it clear
positive news is needed for my view to play out....!!
Completely agree Ghia! It’s starting to get very rampy in here again.
I’m all for SNG flying in the next few months etc but let’s be realistic. People have already lost a lot of money here, let’s not ramp people into investing when we have witnessed how this share can crash even after 99% of us felt like it was a sure thing.
Interesting article in the BBC
However, it looks as though the idea that Covid will just become a winter bug is either wrong or someway off.
"Every year we say this and then it causes a wave in the summer, driven by new variants coming along more than once a year," warns Prof Woolhouse.
The virus may be looking more flu-like in terms of severity, but the difference at the moment is flu comes only once a year.
There is no political appetite to return to any restrictions. The big decision is going to be around the vaccination programme ahead of next winter - who gets vaccinated and equally importantly with what?
Both Pfizer and Moderna have announced updated vaccines that target the original Omicron, but that is already yesterday's variant.
Manifesto - Let me translate your post for you.
If the stars align and A+B+C+D happen all at the same time within 6months a big shinny takeover will happen!! *Rolls Eyes*
Is there any language coming from SNG that suggests they would entertain a takeover. They built up and have retained a team capable of commercialisation SNG exists in 18months time is my call.
Poly are in the driving seat meaning? They meet with the board every 6months, very much doubt they are micromanaging things here and are happy to let things run their course they hardly have a large % of their total capital in SNG.
Again reference to the next 2months let’s come back in two months and see what has actually been achieved, my opinion is you need to calibrate your two months to equate to 6.
Explain the significance of resolutions 12/13. I think this is a non-event. They have cash so won’t need to raise they can always throw them back in in 12months time. So it was just a symbolic gesture.
Enough of the ramping more realism please.
By all means be optimistic but let’s stay factual and learn from our previous tendency to expect too much too soon.
I think in general it tends to work in reverse. You’re on the trial before it’s announced.
Synairgen first appeared in version 3 of the activ2 protocol which was written in Dec 2020 but Synairgen didn’t announce their inclusion until a month later in a January 2021
withdrawn...
IMHO ..Being accepted onto a Platform trial could be announced
long before the start date.... Covid is back on the rise worldwide
so the need to expedite further trials will be fast-tracked ..
If ACTIV2 results are robust, Peer Review is postive and we announce
we are on a Platform trial plus good Long covid results I would
be amazed if SNG are not taken over this year.... Poly are
very much in the driving seat here... Once further results
are in assuming they are positive I see Bids here....
There is so much that could happen in the next few months it is
madness to talk of this stock being bottom drawer...
I would not be surprised if another fund/s start building a position here...
If any of the "arrows" being thrown at COPD/ASTHMA come to fruition... Watch This Space!!
A key point of the AGM was that resolutions 12/13 were withdrwan due to
shareholder objections....... Who and Why???
Dr Shay Fleishon, an expert in covid variants in Israel, tweeted that the emergence of BA.2.75 was “alarming”, while Dr Tom Pea****, a virologist at Imperial College London, said the variant was “worth keeping a close eye on” due to its “apparent rapid growth and wide geographical spread”.
Dr Pea**** said it was likely caused by the virus mutating in a patient with chronic infection from the BA.2 variant.
As Sir S Holgate said. It only takes one patient to create a new variant
more details below. early days but evidence that covid - in one form or another - is not over.
https://www.jpost.com/health-and-wellness/article-711033
"BA.2.75 is more infectious than BA.5 by a margin
With 95% confidence, we are sure that it is between 2 and 19 times more transmissible [196%-1800%] "
https://twitter.com/PeskyTCells/status/1543294413333561344?cxt=HHwWgIC8qfOF8eoqAAAA