The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen 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.
Synairgen poster session on Monday in San Diego
Be nice to get some kind of news.
Not sure if we’ve seen the results from this analysis previously? Does this look new to anyone else?
They must have a good parking spot by now, they've only been presenting there for the last 20 years.
Instead of trying to ramp Long Covid papers, I’d stick to counting trades or making phone calls to the company Mr Costs. Then posting about your findings on here. Stick to your strengths as they say.
This analysis is new. It's what I would expect to precede clinical trials.
Thank you for posting the link Owl11.
"Analysis of Baseline Factors Associated With Poor Clinical Outcome in a Phase 3 Trial in Patients Hospitalized Due to COVID-19."
The lead author of the presentation is Dr. V Tear, who is a senior scientist at Synairgen and an experienced participant at Synairgen poster sessions. I note that she attended the UKHSA/SNG poster presentation at the Microbiology. Society Annual Conference in Edinburgh, and was a co-presenter, with Prof Tom Wilkinson, of the first Host Directed podcast. She is likely to be the lead presenter, being the contact person regarding the abstract. Her obvious competence adds to my confidence that the message will get through to interested (hopefully significantly so) attendees at the ATS 2024 conference.
I have read Dr Tear's abstract, but am not qualified to comment on its significance. Is this presentation leading to what we are all expecting, namely Synairgen's patient protocols for the expected forthcoming P2 trials? I would appreciate a brief comment from our more knowledgable contributors, who frequently offer scientific content to this forum, should you have the time, that is. Should it be the first step towards the protocols for the aforementioned trials, it will come as a welcome relief!
Thank you for your response wpa5. As always, your opinion is appreciated. I am as yet uncertain whether I would remain invested beyond a break even point, should that be achieved? My reasoning is simple. I did just that between December 2021 - February 2022, when I could, and should have sold my Synairgen stock for a profit. I retain a high level of confidence in SNG001, but unfortunately not in Synairgen's CEO and Board. Wheres I own my current paper losses, I doubt whether I would now trust the company beyond a break-even/return to profit level. It is still early days though. Nothing new has been shared with investors for well over two years. A significant piece of information from the company could well change my opinion.
GLALTIs.
This analysis is new. It's what I would expect to precede clinical trials. The ducks are lined up.
Surely there has to be an RNS on Monday ahead of this?
Does anyone know what this engagement entails, will any of the four named employees be in attendance and subject to questioning? Given how Synairgen (we think) sought to gag Julia Tree of the UKHSA, they aren't going to run the risk of letting their own staff speak freely about future prospects when this information hasn't been released to the market, are they?
Exactly and clinical trials funded by a licencing partnership with, for example, Janssen. They have been reviewing SNG001 from all the Universal data, as per the briefing from April last year.
If the data is as good as we hope (and expect) you can only conclude that a major pharma, such as Janssen which has been privy to the data, is going to want SNG001 in its portfolio when they know that it:
* "significantly reduces the risk of progression to severe disease and death compared to placebo by 70%"
AND
* as Tom Wilkinson said at the time: " For these higher-risk patients, there remains an urgent need for new treatment options, and this analysis suggests that SNG001 could be a potentially efficacious treatment option for them".
We also know that following treatment with SNG001 there is an 86% relative risk reduction in hospitalisation. That is big news in our sector, both commercially and medically. In summary, a licencing deal for SNG001 is still the most probable outcome rather than SNG going it alone. I expect a licencing announcement will happen soon....
Good luck, Brighty
There were 108 licencing deals in Q4 in our sector, according to JP Morgan, which bodes well for SNG.
• In terms of total deal value sizes, that equated to $8.2 billion in total in upfront cash and equity. These are big numbers. Could we be hearing about a licencing partnership for SNG soon?
• There were 15 Phase I deals signed last year, which is almost double compared to 2022.
• The average upfront payment for licencing Discovery Platform drugs in 2023, according to JP Morgan, was $47 Million and the average Pre-clinical licencing deal was $55 Million.
* The really interesting stat for SNG shareholders is that according to the JP Morgan report $310 Million was the average licencing deal in 2023 for P2 candidates.....
Good luck, Brighty
Conclusions: Baseline factors such as age, comorbidity status and BMI have been investigated and shown to affect the risk of progression to severe disease or death in patients hospitalized with COVID-19. Such factors may be applied to the inclusion criteria for future trials to select patients at greater risk of poor clinical outcomes who may benefit most from treatment.
This was obvious in 2020...
I'd be cautious about trying to pin the tale on the donkey trying to figure out what type of deal or set of next steps might emerge, it only sets up for disappointment and drives negative sentiment, gives a false reason to blame the company promoted narratives. There are many roads to Rome. Today's news is a positive signal IMHO. Keep the end goal in mind, because that's what's important. GLA.
Interesting.... !
Lets see what we learn monday
Gives a false reason to blame the company "because of " promoted narratives. . ...is what I meant to say.
Tetragon asset management are down £60 million plus on these shares and I am sure the next Rns will be bang on as they will want a return they may even take the company private imo dyor
They can’t take the company private, they don’t hold enough shares!
DYOR
TAM being down £60m is a minor occupational hazard for them. Not a big deal.
They can take it private if they offer a price accepted by enough shareholders.
If they are confident in the future it would make sense. They can have mine for 0.20. And i think it would succeed
Sound
Professional.
I have no idea how this investment will proceed? However, given the right news ( hopefully during Q2?), I am anticipating an initial rise well in excess of £0.20. It all hinges on what Synairgen have achieved during the last 7+ months?
I agree with JD in that I couldn’t discern anything new in the ATS abstract. As I am not qualified to offer an opinion, I requested other more knowledgeable investors for their views earlier today. As I read it, the general consensus is positive, and I look forward to receiving further clarification from Synairgen when they are ready to enlighten us?
As stated, we will be on our way, given the right news, but for the moment I am remaining guardedly optimistic.
GLALTIs.
". Of the patients with a lower BMI(< 30) 21/179 (11.7%) progressed, whereas
of the patients with a higher BMI(≥ 30) 24/130 (18.5%) progressed."
When was this level of granularity around BMI (above) been presented previously? This is new data.
Professional they DO NOt have enough shares to take private! They would need to achieve 100% ownership of the company to take it private. Stop trying to mislead investors.