The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Still not in the news but it looks as if there has been a big jump in hospitalisation, ICU and those on oxygen in SA.
I last checked this site 2-3 days ago and hospitalisation was 3k with circa 20% on oxygen or ventilation. Now 4.5k and circa 40% on oxygen or ventilation.
I haven’t yet been able to verify from other sources but if this is true the world must brace itself and prepare once again. This is driven by new omicron sublineages. I don’t recall as high a proportion as this needing O2/ventilation in omicron wave though. I’ll keep you updated if I find anything more.
Take care folks.
https://www.rechargenews.com/energy-transition/billionaire-forrest-s-ffi-needs-450gw-of-wind-and-solar-by-2030-to-meet-its-green-hydrogen-target/2-1-1215830
Plug are 50:50 with FFI on their manufacturing venture for electrolysers. If this story is to be believed the current accounted for electrolyser order book is the tip of the iceberg. It feels like we are at a turning point in hydrogen. Everything appears to be going exponential. Near daily news on upscaling, new applications and projected demand.
Interesting times.
Indeed frustrating that so close. Underpowered. If I am not mistaken the original plan was for over 800 patients. See this link below.
This may provide the a priori intention to pool results over the full trial populations. From a statistical perspective a prior intention to pool could be very important, rather than post hoc trawling if results to find a positive result in amongst negatives.
https://clinicaltrials.gov/ct2/show/NCT04385095
Re: LiamLiam question about change of dose. AZ changed dose after first 600 or so patients in their covid vaccine trial and proceeded to EUA.
Another query along the thread was about baseline use of oxygen in P2 and assuming similar use in both groups. For p2 there was greater percentage on oxygen in active v placebo (77% v 58%). This would have had the effect of bias against SNG. It would be entirely legitimate to adjust for imbalances in baseline data in any pooled or larger study. We’ll find out soon enough I hope.
In the meantime everyone on the board. I wish you all well.
Thanks Trinitiman. 100% agreed. Lined up against other covid therapeutics SNG stands head and shoulders above others that are in routine use. Steroids- probably only 40% relative risk reduction in critical care patients. It took several thousand patients and subgroup analysis to determine this. IL6 antagonists- similar.
If it takes subgroup analysis for SNG to demonstrate benefit it’s in good company but I suspect in terms of meangful benefit ie number needed to treat head and shoulders above the rest.
In pre-hospital patients time window will be bigger for SNG than other antivirals.
Frustrating that p3 was underpowered and with the wrong primary end points. Hindsight though is a wonderful thing. We all knew statistical significance on a 600pt trial was a tall order but the truth is that it still points towards strong benefit.
Keep the faith folks and look rigorously at the data. It’s all pointing one way.
If this plays out as Anybe4 suggests ie polygon wait and buy in 12 months at highest price over previous 12 months will we be forced to accept. My understanding is they would need 90% of the company to force the sellers. Is that correct?
I’m definitely holding and topping up. There is a clue from todays RNS and interview about the direction of the ongoing data analysis.
“the focus now is to stop deterioration in certain patients, an area where the trial indicated Synairgen’s candidate can have a benefit.”
I think stopping deterioration may be the angle that is supported by the evidence, potentially allowing examination of results across all the studies.
Stopping deterioration in the OP population ie admission.
Stopping deterioration in the IP population ie prevention of need for critical care or death.
Clue also from the RNS about subgroups that may benefit the most.
If SP drops much further I won’t be able to resist topping up, even though I’m in too deep as it is!
https://www.rechargenews.com/energy-transition/vattenfall-led-hydrogen-fuelled-green-steel-pilot-lands-160m-in-eu-grants/2-1-1195147
Those on this board will likely know if this is big news for NEL or old story.
NEL supplied 4.5MW electrolyser for 1st phase. It looks as if this is ramping up to 500MW electrolyser. No mention though of who will be supplying but NEL must be in a good position. Any thoughts ladies/gents?
Hopefully RNS from itm to follow. ITM supplied electrolysers for first stage of this. Big, big new investment coming
https://www.rechargenews.com/energy-transition/fertiliser-maker-oci-to-buy-up-to-4gw-of-green-hydrogen-from-10gw-north2-offshore-wind-project/2-1-1194100
https://itm-power.com/news/opening-of-the-gasunie-1mw-green-hydrogen-electrolyser-plant-in-the-netherlands
https://aspr.hhs.gov/COVID-19/Therapeutics/updates/Pages/important-update-25March2022.aspx
The case for SNG remains strong.
Agreed. Adequately powered trial would have been much better for SNG. Ive nit lost hope of EUA though. Next 2-3 months will be interesting for SNG. I wasn’t aware of the Eiger results but literally a shot in the arm for proof of efficacy of interferon in severe viral respiratory infections. I’m guilty of being an optimist but I genuinely believe the science will come through. It’s all pointing to interferons as variant agnostic therapy. SNG will get there, just a question of when.
I am certainly not on the majority (rather contrarian view) but I’m impressed by the size of the median effect. 40% reduction in serious illness or death. Most of the other in hospital treatments don’t have anything like that effect size- their Authorisation driven by subgroup analysis from meta-analyses of trials with several thousand patients. I’m definitely a hold for that reason.
If the at home p2 data looks as good as expected that will further reinforce my view.
I’m a clinical scientist, not an investor. The p3 data further reinforces that the product works very well. I’m also an optimist and believe when EUA time comes the FDA will be true to their EUA and look at the totality of evidence. On this basis they should grant EUA with full approval pending the results of platform trial. There will definitely be a platform trial. Remember as a patient it is effect size that is important.
£2.28 minimum for me. I base this on I) Product is the best option for covid- taking median effect from p2 and p3 trials ii) variant agnostic iii) can be used out if hospital easily iv) covid is big going anywhere.
An underpowered p3 with the wrong endpoints doesn’t detract fundamentally from the products worth. I’m in for the long haul or until forced to sell by takeover.
Am I correct in saying forced sale would require TO company to acquire 90% if stock and pay highest 12 month price?