Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
I think Shell’s strategy is diversification. They have worked with ITM (PEM) and ceres power (SOEC). This now adds to that.
Do TES build their own electrolysers?
I know this board likes a bit of science. Big role here even in omicron for interferon based therapeutics.
https://amp.scmp.com/news/china/science/article/3201027/omicron-subvariant-ba2-replicates-faster-brain-cells-other-strains-study-finds
I wonder if it is a NEL alkaline electrolysis unit?
I think ITM problems with production, supply chain and also that 5 MW system isn’t yet fully functional are the issues here.
It’s been very hard on the SP but I think these fundamentals need to be in place before significant orders will come through. £1 broken briefly but any chance of recovery to even Feb levels is dependent on these issues being sorted. I am somewhat relieved (with the benefit of hindsight) that these are being prioritised over the second gigafactory. It’s possible New South Wales may make an offer ITM can’t refuse to build there instead.
https://www.npr.org/sections/health-shots/2022/11/20/1137892932/monoclonal-antibodies-covid-treatment
There is definitely a mood swing among top scientists away from monoclonals. SNG represents a paradigm shift in antiviral therapy. Synairgen are working tirelessly to shift the consensus view.
https://www.who.int/emergencies/disease-outbreak-news/item/2022-DON422
No major signs or suggestion of outbreak but one to watch.
Early on in the pandemic there were some concerns about co-infections of MERS and SARS covid 19 leading to a hybrid. So far no sign of this but certainly something the WHO are watching closely.
https://www.kallanish.com/en/news/power-materials/market-reports/article-details/volkswagen-group-looks-at-sofc-to-power-potential-fcev-model-1122/
VW appear to be exploring SOFC for FCEV. Hopefully Weichai too.
Investors, like the wider public, are tired of covid and consequently the share price languishes despite solid positive news from synairgen. The bigger question is whether or not there are further twists in the covid tale. Omicron stopped ACTIV2 and OP investigation. Pi, should it arise may determine Synairgen’s future.
This article takes a balanced and scientific view of what is around the corner.
https://www.telegraph.co.uk/global-health/science-and-disease/why-pi-next-covid-variant-every-scientists-lips/
European Parliament has confirmed plans for Hydrogen infrastructure across Europe to support hydrogen use in transport. Extract below.
“A maximum distance of 100km between each hydrogen refuelling station, along both the core and comprehensive TEN-T networks, will mean that by the time the infrastructure is in place by end of 2027, up to 1,780 HRS could be available across Europe”
https://hydrogen-central.com/members-european-parliament-have-decided-support-hydrogen-based-green-transition-transport-sector/
https://www.science.org/content/article/was-study-created-hybrid-covid-19-virus-too-risky
I don’t have any personal perspective on origins of original covid 19 virus but this work is fairly terrifying both from concern re: escape from lab but also that recombinants are occurring naturally.
https://www.lse.co.uk/rns/SNG/home-cohort-data-of-sg016-phase-ii-trial-9cdbtkvdgmg48k9.html
Team synairgen conducted interesting and thorough pooled analysis- announced in April 2021. See link above. Worth a re-read. I fully expect a pooled analysis of the home trials. With some back of the envelope calculations we can be absolutely confident that this will be statistically significant and startlingly effective. At some point this will be reflected in SP. There may even be enough safety and efficacy data for regulatory authorities. No weird endpoints for SNG, like 6 hrs in ED. Straightforward admitted or not. There is also the teasing prospect of targeting on clinical parameters eg breathlessness.
https://amp.dw.com/en/new-german-covid-19-rules-come-into-force-as-infections-rise-in-colder-months/a-63305695
We have, as of end of September, abandoned asymptomatic testing of NHS staff and patients. These and other measures including N95 mask wearing introduced in Germany on the evidence of Autumn wave starting introduced the very next day. The irony of this is painful and a little terrifying. UK is flying blind once again when others are sharpening their defences.
I’m certainly up for that. It would require a little work to pull together all the relevant data but it is all listed as RNSs on Synairgen ‘s website. A back of the envelope pulling of at home and A2P2 data and pooling of phase 2 and Sprinter needed. Summary of exploratory subgroup analysis from recent RNSs too.
Who knows it could get a parliamentary question perhaps from the right honorable MP for Southampton.
The meta-analysis to be properly done would need Synairgen to support in the form of individual patient level data.