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By March, thanks to the spreadability of Omicron UK will reach herd immunity via infection and vaccinations. Seems like the US is following the same plan too and consequently all covid stocks are taking a hammering.
Can SNG be the exception?
Mumbo, what I would say is that IF Synairgen can pull of great P3 results, then it has to be worth more than £2 per share. For the patent alone on inhaled IFNb.
I can honestly say that if this was just a pure Covid play, I would not be invested here.
There are double vaccinated patients in intensive care with covid....
The stocks that are suffering are those producing test kits, as
testing is being scaled down...That could change..But there
are new tests emerging so the market is diluted...We - SNG
have a unique product for many diseses not just covid
so you cannot associate us with other covid stocks in that way...IMHO!
diseases...
Manifesto - so is the case with treatments too. Some already on the market and more coming similar to the one like SNG in terms of putting out fires.
Whilst the sentiment is certainly not what it used to be, there is no getting around reality.
I do not know of any other "COVID stock" in the world with Synairgen's market cap, that will have hundreds of millions of dollars in orders post positive readout of a P3 trial.
And I put "COVID stock" inverted commas because a positive P3 trial result will open up the door to fund a lot more trials in various respiratory related conditions.
Just because we want herd immunity doesn't make a damn of difference to whether or not we have it. There is an element of herd immunity for all transmissible diseases but we already know that Covid will mutate and bypass that immunity over fairly short periods of time. Herd immunity alone cannot provide enough cover for a virus that does that.
It may be that vaccine science can eventually beat this if they can make a covid vaccine that is more variant agnostic - but herd immunity - not a chance. You don't think that you will never get another cold every time you get another cold do you?
Covid reality, sentiment and political reaction will continue to wax and wane for some years to come and that's why the 'this Covid bull run is over' narrative doesnt fly for me. By the way - we heard the same narrative last spring...
Mumbo..... I agree there are other treatments....Not similar to SNG...
There will be more than one treatment options, that does not mean
SNG will not be very successful commercially... That it what matters
if you are investing here...Frankly things are looking very positive
on that front...SNG have been planning for success so we will be able
to maximise the potential if P3 are successful very quickly..IMHO!
I agree Skippy about the Covid situation not being over - in fact far from it imo. What chance that other variants come along? Quite high I’d have thought - because until the whole world is vaccinated in 5 years + and possibly never, there will be scope for variants to grow. Now they might continue to be less virulent than Delta and Omicron but surely that’s not a given. There will be plenty of business for SNG001 if P3 results are as good as we hope. I just hope the results come very soon.
RICH3R. Yes please be soon. If nothing else it would change some of the narrative on this board.
Not long now... I won't deny it was a bit nerve jangling to see the red dot appear for yesterdays RNS. It's hard not to care.
As well as any immediate requirement to reduce hospitalisations, the big value for governments ordering SNG001 is that it sets them up for the next variant or the next pandemic.
Frozen SNG treatments can last over 6 years.
Which government isn't going to want to give their population/voters this broad-spectrum antiviral defence? Plus miss out on the healthcare cost savings it could provide from influenza every year.
Covid 19 came from nowhere. With climate change and human encroachment into new environments the chance and risk of new virus's is constant. Covid 19 has opened the world eyes to that and hopefully if any lessons are learned better preparation against future disease is a must. If our interferon results are good then it will be a must for the future in combating new illness without the huge burden of COPD.
Mumbo,
"Seems like the US is following the same plan too and consequently all covid stocks are taking a hammering.". According to the FDA demand has outstripped supply for therapeutics in the US and they are having to control allocations across the country. All fully verifiable on US websites. There is therefore a mismatch between what you believe, and what the US regulators and experts are saying.
fruits - be forward looking, the demand will not be the same once omicron has gone through the population. natural infection + vaccination is pretty solid wall of defence to serious disease outcomes. The markets are always forward looking.
Such a boring and lazy attempt at deramping.
There will be preorders pre approval & orders post approval. Simple as that. Regardless of what you are pretending to believe.
"solid wall of defence"
ROFLMAO
might be.
i'm holding synairgen re uncertainty and the virus.
like the hamsters in hong kong. some things are unpredictable here.
Mumbo,
The markets know we've had a new variant of concern roughly every 4 months. No one can predict when and which variant will catch us off guard again. Stockpiling will be needed the world over. The markets know this. I'm relaxed about demand because of the need for future pandemic preparedness amongst world governments.
they have a hotline for the hamsters. apparently.
can't imagine what's on it.
Talking absolute mumbo jumbo. Very apt username
Government Pandemic Preparedness is the answer to the concern you raise (which is weak since new variants are likely and protection in the population will wane over time...
Please download the Fincap 17 page report and come back to us once when you've done at least a modicum of research.
Mumbo. Look what happened to NRX Pharma yesterday.
Effectively their FDA EUA was not granted. But US hospitals cans use Zyesami for those who have still not recovered with remdesivir treatment and as a last port of call. The right to use experimental drugs.
They went down over 12%.
Remember what I told you. SNG001 is NOT A COVID SPECIFIC DRUG.
It is a broad spectrum antiviral that works on covid, but also all other respiratory illnesses.
This is a different play to ‘covid drugs’.
This is a respiratory illness drug.
Didn’t people say that after Wuhan and Alpha variants we would reach herd immunity and have a solid wall against the virus?
Then Beta, Gama and Delta came along.
Delta started killing people and we had to live with it.
Then Omicron came along.
What’s next? Or will the virus suddenly apologise to us and go away? More variants are on their way. When the next variant arrives (probably March or April), no doubt it will have vaccine escape (like Omicron) and also evade immunity from prior infection.
I’ve already had the Wuhan strain, Delta strain and Omicron, combined with the jabs, doesn’t seem to stop me catching the new variants.
Anyone thinking covid 19 is over has their head in the sand.
Before Omicron we were thinking things were getting back to normal and now look where we are.
There are all ready multiple mutations being examined around the world and there will be a lot worse than Omicron to come, unfortunately.
You either vaccinate all the poor nations to try to stop mutations or you invest in treatments that remove the worry of dying if you catch this or other coronaviruses (i.e. SNG001)
Andy - they have increased production and thus able to supply more. Its nothing to do with FDA approval, no decision has been made on that yet, that was a very misleading statement. All covid stocks taking battering not just nrxp, for how long can SNG be the exception. That is the point of discussion here.
The government has stocked up with Pfizer and Merck drug.
Mumbo remind me, merck and pfizer...is this for use in hospital?