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Agreed Oak. Eileen is a top drawer super sleuth. It's amazing how much she uncovers simply my messaging/emailing people that could know something that will help us all with the SNG jigsaw puzzle
Yep this is confirmed - today's the day for RM to shine
https://twitter.com/drjohnwhyte/status/1471131164978995202
Pfizer pill is ineffective for hospitalised patients. There will still be thousands of people hospitalised every day with covid in the US in 2022.
The other issue with the Pfizer pill is that needs to be taken with ritonavir - this will complicate treatment for any patients that are on other medications (the most vulnerable)
WongaW - 100K per month is the initial short term production goal. Supply beyond that would increase based on orders coming in.
Also stockpiling was mentioned with regards to governments creating strategic stockpiles of SNG treatments for national security - for either new variants or the next potential pandemic.
No government will have a pandemic plan to place orders at the start of the next outbreak along with 200 other countries, with nothing in reserve. They would be in a similar or worse position than governments were with obtaining PPE in early 2020.
Could it be US money finally thats given us an afternoon lift? After the WebMD interview has raised awareness of whats around the corner?
Top.Trader - Yes good point, I'd hope there's a question on omicron efficacy and that RM has prepared a positive response, even if it's not a confirmation until lab results are completed.
Bye NDN
So back to the actual reason for the thread - what are people's thoughts on what will actually be covered by RM?
Fruitsnveg - agreed that would be great to hear an update on the blow/fill front
NDN - Sorry but RM's not going to talk for 10 minutes plus on how DataMagic will be processing the data...
NDN71 - Why don't you want to hear from RM before trial completion? He's not going to give the trial results during the interview so why should that be a stipulation?
Also, they didnt RNS trial completion for P2 (or for the home trial) so there is no justification for stating with certainty that this will be the case for the P3 trial.
I'm wondering what others think will be covered in the WebMd Richard Marsden interview later this week? The science has been expertly covered by SSH last night - so there would be no value in that area being covered further with the CEO.
So that leads me to think there will be an overview of the orchestration of the successfully completed P3 trial and likely some mention of the progression to A2P3. But surely within the 10 minute interview there will be a quizzing on the commercialisation of the treatment and the steps to take before its 'on the shelf' in the US.
One final thought - have these interviews been deliberately scheduled before the unblinding - so that there's no question of either of them revealing anything they shouldn't?
Matterhorn/Andy - Correct me if I'm wrong but its my understanding that applying for an EUA is not a small undertaking - the applications are in the 100's of pages.
Now I'm not sure how much of the different jurisdiction's application forms are identical (copy/paste job) and how much can be completed before P3 trial results are revealed, but unless the seas are parted for SNG in the UK and direct contact is made to SNG by the UK Gov (due to the desperate situation we'll be in come Q1 ) I just question whether SNG will attempt to fight for EUA approval on 2 fronts in the immediate term after results are out.
Matterhorn - Thats a fair point that the UK did most of the heavy lifting for the P3 trial. Though I could also point you to SSH's article where he shows his frustration in the lack of support for therapeutics and the over focus on vaccines.
As far as the focus on the US EUA is concerned, I'm only going by SNG's RNS in November "upon a successful Phase 3 readout, the Company is preparing for the filing of an Emergency Use Authorisation (EUA) in the US for patients requiring hospitalisation due to COVID-19."
There is no mention of an intention to apply for a UK EUA in the short term -so surely we can only assume that this is still the case?
I wouldn't say the UK gov has rolled out the red carpet for SNG though. If they had really wanted to, the P3 trial would have been completed by the summer and we would be producing life saving treatments already.
My view is that all efforts are focused on US EUA (as stated in their Nov RNS). SNG doesn't have the bandwidth to enter complex negotiations with the UK gov. Now if Boris picks up the phone and removes the bureaucracy and promises to pay his invoices this time, I'm sure RM would be delighted to help wherever he can.
Andy - I'm sure the UK Gov and the EU will be clamouring for it as soon as it dawns on them that they've missed the boat.
I'm also sure that RM will be incredibly polite and ask if they could just fill in the respective EUA applications on SNG's behalf and maybe come back to us when you've found all the necessary additional supplies needed for UK/EU treatments - as we're a bit busy at the moment delivering everything we can make to the US for the foreseeable future :o)
My thinking is that Polar will TR-1 again - end of next week
Andy - You're forgetting one crucial point that SNG stated in their RNS last month. SNG treatments won't be going anywhere near the UK and NHS this winter. The focus is on getting US approval and they will take everything we can possibly order in the short term.
I don't blame them at all. Engaging with the UK government would result in protracted negotiations and likely delayed payments - for a comparatively small market compared to the US.
" upon a successful Phase 3 readout, the Company is preparing for the filing of an Emergency Use Authorisation (EUA) in the US for patients requiring hospitalisation due to COVID-19."
MrCosts - I'm really glad you're not running SNG. You would have blown the company's entire cash reserves by last summer - manufacturing 100K treatments per month that couldn't be sold until the company gets an EUA in early 2022....
Why on earth do you think that would be a good business decision??
Hi Wildstar, this link helps summarise the differences:
https://www.ig.com/uk/trading-strategies/spread-betting-vs-options--what-are-the-key-differences--201217
Because there won't be much volume available to buy at the bottom of the dip compared to what the II's are after. I expect Polar to continue to buy but it may be a while until they breach 9% and trigger another TR1 - maybe by the end of next week?