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I wouldn't worry about that NDN. They worked with the FDA to agree on the protocol and others on here that are much more familiar with trial design than either of us (such as mattml) have covered this repeatedly that the P3 trial is sufficiently powered.
Wow, this mambo’s credibility on this forum is shot.
They either as thick as a brick or a blatant troll - or both.
At least have the decency to have a robust argument to make rather than this lazy effort.
Talking absolute mumbo jumbo. Very apt username
Government Pandemic Preparedness is the answer to the concern you raise (which is weak since new variants are likely and protection in the population will wane over time...
Please download the Fincap 17 page report and come back to us once when you've done at least a modicum of research.
As well as any immediate requirement to reduce hospitalisations, the big value for governments ordering SNG001 is that it sets them up for the next variant or the next pandemic.
Frozen SNG treatments can last over 6 years.
Which government isn't going to want to give their population/voters this broad-spectrum antiviral defence? Plus miss out on the healthcare cost savings it could provide from influenza every year.
Yes very relaxed - 18 mths of research helps the nerves :)
Same here. Sold our house , bought an awful lot of SNG shares and we’re currently renting.
Tomorrow may be the day we find whether that was a good idea or not…. I’m excited
Thanks Doc, sorry I misread the analyst. Is it possible to obtain a copy of the Numis Broker note?
They updated it at the start of the month. Extreme bull case was £75 per share though, not £85. It was based on governments around the world stockpiling for future pandemics.
You can download the full 17 page report by entering your email address on the Fincap website.
I agree with Welshfalcon
It only takes one potential suitor to break ranks and all other interested parties will need to throw their hat in the ring too. Takeover talks could happen quickly after results or not at all - but thankfully SNG are primed to become a commercially successful business with or without being acquired.
Just to add, they gave the heads up it would be going through on a post at 10:40 on reddit
Had it confirmed. One of the Reddit members moved half his holding from Barclays to IG. Its nothing to worry about
Brand - I think if its given early (early symptoms) its still effective, but I may be wrong. Shows there is still a gaping hole in the treatment armoury once people are hospitalised - for SNG001 to fill shortly.....
Docd - the 10-20% mortality value came from Matml74 (post on Mon 19:26). I just used that to make a rough guess on the projected mortality rate for the 300 placebo patients.
Another potential breadcrumb found by PMJH on Reddit. Akron are based in Florida and have an agreement with SNG to produce their Interferon formula:
Engineering Project Manager (posted yesterday)
General Responsibilities:
- Supervises outside engineering design firms to develop conceptual and detailed designs for facility expansions and new facilities.
- Supervises outside construction management firms to execute the construction of new facilities and renovations of existing facilities.
- Prepares Request for Proposals (RFPs) for engineering services, construction services, and equipment fabrication services.
- Analyzes proposals and prepares comparison summaries to facilitate selecting the best company for the project.
- Partners with Manufacturing, Facilities, and Quality, etc. to build and expand a new GMP manufacturing site.
https://www.linkedin.com/jobs/view/2869617096/
So based on the studies that have been done on hospitalised mortality, we should be expecting placebo treatment deaths to be in the range of 30-60.
NDN - I dont think thats how it works when results are cleansed and analysed, but happy to be proved wrong if you've got a link to details on the typical process for trial analysis. Data Magik cleanse the data and then pass on to others to analyse based on the criteria set by SNG.
In response to others that have posted that we shouldn't speculate and just wait, I don't see why not. As investors, its worth us trying to determine the likelihood of a positive trial result. So if the management team have visibility of some of the rough headline numbers (mortality rates and progressions to ICU for active drug vs placebo) then you can try to make some assumptions on their level of confidence with any announcements that are made.
You have to speculate to accumulate ;)
wc Jan 17th
Yep, thats why Polygon keep acquiring more, on the other side of the coin
NDN - I see where you are coming from, but I think its a stretch to say many (including myself) were claiming a leak. At best, posters have been trying to put themselves in the management's shoes when composing the tweet, to infer their present mindset. This being pertinent as we know that they know what the results of the trials are now. Or do you dispute that RM knows the topline results?
I agree Oak, I doubt very much there's a leak. Agree to the likelihood being next week (or possibly week after) being results day. Can't see it going beyond 21st Jan.
But like yourself, thats just an educated guess.