PYX Resources: Achieving volume and diversification milestones. Watch the video here.
pmjh - yes glenonholiday on Reddit said that 400 therapeutics had been reviewed for Activ trials. Only about 20 made it on to the trials, so yes SNG part of the selected remaining 5%
also CGT rate is 20% if you're in the higher income tax band. But you can transfer assets to your partner - and use their CGT allowance too
catalent sorry for US Fill and finish
Gregg - thanks for the input. I've factored in an assumption that the Thermo Fisher production goes ahead for Europe and is similar in output to the Akron production.
https://www.investorschronicle.co.uk/news/2021/01/14/with-vaccine-roll-outs-underway-what-does-the-future-hold-for-covid-19-treatment/
£1,000 Margin per Treatment
200000 Treatments per month
£2,400,000,000 Profit per annum
6 PE Ratio
£18,000,000,000 Market Cap
£90.04 Target SP
Leroy - there were a number of emails sent to RM from investors confirming that we knew that SNG was on Activ-2. Links to proof were sent. Therefore I think they were compelled to release an RNS as it was price sensitive information that needed to be confirmed by the company to the market.
I'm sure the US will announce when they are ready to. There are an awful lot of moving parts as the new administration gets under way and I'm sure there is a media plan that they are trying to follow. Perhaps when Operation Warp Speed is rebranded there will be wider announcements made as to what the newly named Operation now includes?
Kevin - if you click on the link you can see yourself that the tweet was from a little over 1 hour ago. We already know we're on the Activ2 trial so there's no need to fret or worry - it's a case of 'when' and not 'if' there will be an official US announcement that SNG is being trialled.
The tweet indicates that there is perhaps a greater focus and/or urgency with regards to recruiting patients for drug trials. This could mean the White House theme for the week may be therapeutics - lets tune in and find out
Org - Yes there was a NIAID recruitment tweet Jan 11th,but there seems to be a distinct change in tone with today's "Volunteers needed!" message.
https://twitter.com/NIAIDNews/status/1358788962295242754
Could make the 4pm White House conference worth watching?
Matml - Spot on, these are all the strong scientific indications that the P3 trials should validate our investment in SNG. I guess I should have been more clear that I meant the general public or rather the media don't seem to be able to join the dots when these studies keep coming up with conclusions along the same lines - that interferon and its supplementation is key to reducing the number of covid hospitalisations and deaths.
Very interesting, thanks Matml. Its both fascinating and frustrating that the wider world still isn't connecting all the dots. The conclusion of the article is that by completing this test you can decide who to ventilate - as opposed to the hope (pending p3 trials) that an inhaled interferon treatment could be immediately administered to those with this genomic fault and interferon deficiency.
I'm no expert on clinical trials, but if the treatment being administered to half of the patients on the trial has a strong and measurable effectiveness, then naturally the average across all the patients (including placebo) will be noticeably improved compared to infected cases without any home treatment.
One would imagine that you could get a level of confidence from the blinded results based on this.
Yes Fauci has just been speaking. He raised concerns with vaccine reduced efficacy with the SA variant and that mabs were impacted even more.
Yes it just concluded. Nothing specifically on SNG but Fauci did confirm concerns that SA variant reduces vaccine efficacy and that mabs are even more affected.
Agreed. You wouldn't want to announce to the world how great a treatment is without ringfencing some for yourself
There was a video that pmjh found from Kansas University where they said the trial of an inhaled interferon b drug would commence in 2-3 weeks time. That was about 3 weeks ago. So maybe we will hear this week?
lol Jjess
Parsley - you do have a very odd way of communicating with people. I'd also add that CityTTrader has been on the money in the past with heads up on newspaper articles that are incoming - so puzzled as to why you have filtered their posts.
I think the hope is that Dr Kessler makes a speech later today (after market closes) in the US and that we get a boost from that. A lot will depend on what the content of that speech is - will be mention the drugs by name for Activ 2? Will he mention manufacturing ramp ups or and conditional pre-orders?
Mact - Yes You are correct. I think it may have been on a Prof Tom W call.
I think the issue with interferon a is that its more susceptible to being eliminated by the bodies own immune system. Therefore its potency is attenuated. Sorry no reference for that - just recollection.