The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
It is very good, particularly when one considers that 80% of the cost of green hydrogen is said to be the electricity.
The 25% more efficient, I believe, assumes recycling of heat. That makes it particularly useful when paired with a site that uses (or generates) a lot of heat, eg steel manufacturing or nuclear.
As far as I am aware major rival in SOEC is Bloom who boasted of the most efficient électrolyser in the world. They now appear to have a rival for that title.
Nice summary Bryosa. This is a potential paradigm shift in thinking about the threat respiratory viruses pose how to treat them. It’s going to take time and much repetition. Evidence needs to build further. Synairgen are definitely part of the story.
Face masks and homeworking again!
https://www.telegraph.co.uk/global-health/science-and-disease/consider-homeworking-face-masks-combat-new-omicron-sub-variant/
https://www.livemint.com/news/india/covid19-new-variant-transmissible-immune-evasive-fatal-says-top-scientist/amp-11672730358254.html
Eric Fiegel Ding is a genuine authority with a pretty good track record of correct calls on covid. He’s worried about XBB.1.5.
https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(22)00383-X/fulltext
I can’t recall if I posted this already. This paper from earlier this year shows problems of confection. It was 8% of covid then. With social mixing and flu/rsv virus circulating widely will be a much bigger problem now.
This is unique SNG territory and explains the study initiated a couple of months ago to look at just how common and serious a problem this is. Speaking from observation I think it is now huge. I’m more convinced than ever that we are ideal for STRIVE or something similar. I suspect share price won’t return to pre feb levels until we have a product with approval. It’s much needed so hopefully not too long!
Tommy- hospitalisation worldwide is rising again. Off the radar in uk but in Scotland covid back around or maybe now above the 1000 mark (40% rise from 650 in 2 weeks) without major evidence of big rise in community infections so possibly something changing to make the situation worse. I suspect more immune evasive variant rather than more severe. ICU cases still pretty low which is a good marker of severity.
It’s a fast moving environment and a very difficult one to plan and execute a clinical trial.
For SNG I would say lots of evidence of efficacy both in and out of hospital but just not quite at the level needed to get over regulatory line. My optimistic self would say that being on the wings of several platform trials might be exactly the right position- if covid worsens they should be very quick to start. My pessimistic self says not on is nowhere. I can’t escape the view that the world needs a therapy like SNG and that is why I’m holding. Might even top up if further drops.
The molnupavir lancet article worth a read. Size of trial was enormous (25000 participants)- in omicron and vaccination era that is the size of trial needed. 1% hospitalisation rate amongst those at relatively high risk -50+ with relavent co-morbidity. No effect of molnupavir on hospitalisation.
It’s pretty clear that halting ACTIV2 p3 was correct decision in the early omicron era of covid. Unless there is a more severe variant I don’t think anyone will be rushing to do an admission avoidance trial of SNG or any other drug.
Best wishes Doc and delighted your mum and dad are pulling through. It is of concern that it appears to have been so difficult and required so much perseverance on your part to access paxlovid. Data are good if starting within 5 days of symptoms. I think SNG would give a larger pre-hospitalisation time window. I don’t think we have any data in immune compromised. It’s host directed so may need competent immune system for best response. We still need that P3 ….. aaaarrrggghh
RNS on 4th October covered this. Borderline statistically significant (p=0.07). Great result given this was phase 2 and not powered to give any statistically significant results. It was the basis for progression to P3 which was stopped because omicron was milder and not causing high enough hospitalisation rate for the study to be progressed with numbers planned.
There is a legal and general Hydrogen focussed ETF that might allow some spread and risk reduction. It has investments in both large companies for whom hydrogen is but one strand of business and smaller companies where the risk is much higher.
Is this a new announcement? The links I found dated to 2018.
I’m with you Doc. Positivity based entirely on the positive data we have to date. I do recall the good Dr Castro from Kansas, who was very positive on SNG, saying it would be hard for SNG to find its niche in regards time from onset of symptoms, patient subgroup, outpatient or inpatient.
My feeling is that synairgen team were right just after release of the at home phase 2. They suggested that SNG would be best targeted at home for those with breathlessness.
In my mind that is the trial we are really looking for. Antivirals tend to have bigger effect given early. I think the in hospital was just underpowered but the effect size was smaller circa 30% RRR on the whole though again with the intriguing suggestion that the more breathless got bigger effects.
Bottom line I remain positive but it has to be the right trial, in the right circumstances. Omicron is not the right covid for SNG to be tested on- not that many people get breathless, have bad pneumonia or end up in ITUs. It’s tough sitting on big paper losses but I’m optimistic that the therapy works well and if that can be demonstrated then we are all on a huge winner. In the meantime it’s a tough lesson in patience.
https://www.offshorewind.biz/2022/12/05/netherlands-selects-offshore-hydrogen-network-developer/
Big offshore wind development for Gasunie. ITM have provided 1MW electrolyser at Zuidwending salt cavern for Gasunie. Fingers crossed ??
She’ll collaboration in Bangalore clearly not a worldwide partnership.
Ceres SOEC technology would have fitted perfectly in this project.
https://world-nuclear-news.org/Articles/Collaborators-to-develop-SMR-based-hydrogen-produc