Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Tommy. If it’s the case that the futility score showed that it was worthwhile to continue the trial (which it did), then presumably with the deep dive data the company can then look at the first half of the results (from the patients taken pre futility score) and make an analysis based on those.
SPRINTER was 610 patients, so I’m guessing the score was taken after say 300? In which case if there is good data from the first 300, it is treble the size of our P2 data, it COULD be enough to apply for EUA, especially when combined with ACTIV2 P2 data.
I emphasise the would ‘COULD’ because this would all depend on how ambitious Marsden and the team are. How ambitious and determined they are to bring SNG001 to market. The jury is yet to deliver a verdict on that one, but now is their time to prove their ambition.
Burstead, steady on, Paxlovid is included in operation Recovery. Paxlovid costs a grand per treatment.
If they are willing to work with Paxlovid for that price then they could also work with SNG001. Although the reason they’re working with Paxlovid is most likely because the Pfizer big pharma lobby has told the British government that it has to include Paxlovid in the trials.
But if they’re including Paxlovid on the trial then they could also include SNG001.
Scinv, I didn’t post this for anyone to jump on it.
Read what I wrote please.
I have (had) a lot of money invested in Synairgen, so I want something to come out of the deep dive and ACTIV2 data.
I will repeat, if the data presented at the upcoming conference is encouraging, Synairgen could get a 100-200% rerate in SP, taking us to 70p. This could be an excellent opportunity for any investors who were badly stung from SPRINTER to pull out (at 70p) and depending on what their average is, recover half their money.
The article also mentions that Paxlovid is part of operation Recovery and is now being tested in hospitalised patients with a different protocol.
Pity that SNG001 can’t get in to Recovery. Or perhaps there’s a possibility that it can?
https://www.evaluate.com/node/17763/amp
The article specifically mentions Synairgen failing.
What’s annoying is that Veru conducted the trial in South America where the SoC is not as good. The mortality in the placebo wing was 45%, that’s a huge amount.
We need to get our skates on because there are other drugs now in development by other small biotech companies which are being developed for hospitalised patients.
In fairness to Synairgen, our P2 hospitalised trial was in a similar number of patients to Veru and had superior efficacy. I’d say it’s unlikely for Veru to get EUA for their drug, but of course it makes it more likely that Pfizer or another big pharma company will make a bid for them.
On the plus side, if there are positives in the deep dive and we do get good ACTIV2 P2 data then we can expect a potential 200% SP rise. Re rating to around 60-75p which might be a good exit point to recover half the money we have lost.
dunk, thanks, the arguing is pointless and not getting anyone anywhere. We are all in the same boat, so it doesn’t make sense to constantly bicker with each other.
Let’s wait and see what’s in store, stranger things have happened in the stock market and IF the long covid data is good, then we will get some nice publicity.
I the trial was poorly planned in hindsight. Marsden should be given a chance to try and rectify things. The sign of a good CEO is also how they perform when the sh11t hits the fan and if Marsden does a good job over the next few months then he certainly redeems himself and shows why he is a worthy CEO.
As frustrated as we are, all we can do right now is support him in rectifying and putting us back on the right track.
I’m writing this as an olive branch.
Frustration and venting got the better of me the last week, along with petty squabbling. It is polluting the board and any sensible discussion.
Let’s look at the way forward over the next six months and also give our CEO the benefit of the doubt to try and make the best out of a bad situation. If he pulls through then everyone, especially myself will have to eat our words (I hope it comes to that).
What else can we as PI’s do?
Once the deep dive data and ACTIV2 P2 data comes through, then perhaps THAT is the time to write in to Synairgen to ask if they plan to address shareholders if they are going to apply for EUA. We could mention Adagio and NRX both applying based on less data than we have as well.
The most sensible option is probably to let them study the deep dive and long covid data first.
Peace.
Kev, fair answer.
I’ve made my point enough now anyway. To be fair I think everyone shares the same opinion (albeit some will not want to admit it). I will chill out over it, as it’s pretty clear that the only thing we can do now = to wait for this data to come out and see what comes next.
If we get some good nuggets from the deep dive and ACTIV2 P2 data proves effective, if Marsden then decides to apply for EUA I will happily eat my words.
Frustration and venting got the better of me over the last few days after seeing the blasé interview on PA.
Peace.
I’d love to hear from tommy what he actually thinks of CEO Richard Marsden.
For some reason Tommy, aether, sharedealer and dunk simply refuse to say anything about him.
It’s very strange, seeing as Marsden is integral to the success or failure of Synairgen. Apparently they are invested in the company, yet never have any opinion of the CEO, choosing only to take aim at other investors who criticise Marsden for his failures.
Aether, what’s your views on Marsden the CEO?
You’re writing on a post discussing the performance of Synairgen CEO Richard Marsden yet for some reason you’re just taking aim at anyone other than the topic of discussion for the post.
Now, back on topic, what’s your view of Marsden?
Tommy, this is not a post about my plan.
Why don’t you make one, then I can reply if I choose to.
I don’t need to tell you about my plans.
You responded on a post about Richard Marsden CEO asking about my plans. All very odd.
Could you stay on point please, what do you think of Richard Marsden’s performance as CEO?
It’s a pretty standard thing to talk about the CEO of a company, especially a company that has failed so miserably. But I notice yourself and others seem to refuse to talk about the CEO at all, as I wrote before it’s all very odd.
Sharedealer, ask me in another thread, no problem.
This thread is about Synairgen CEO Richard Marsden.
I notice you didn’t give your opinion of him.
I notice that whenever this topic arises, neither you, tommy, manifesto, brand, dunk and a few others ever say anything about Marsden.
As investors of Synairgen, are you satisfied with a CEO who has failed in 17 years to commercialise SNG001 and resides over the company’s biggest failure?
Waite, ‘lack of haste’, here is an example:
Adagio, another small biotech firm announced Omicron IV testing and delivered their result 3 weeks later.
Synairgen announced IV testing at the same time and delivered their result 4 months later.
Why does it take Adagio 3 weeks and Synairgen 4 months to conduct the same IV testing and release results?
That’s what I mean by lack of haste.
Rather than take aim at each other in petty squabbles we can have one thread discussing the merits and negatives of our CEO Richard Marsden.
My opinion = I think he should get until June to get something from A2P2 and deep dive data, if he fails to signify any intent to apply for EUA or a JV, or any willingness to take SNG001 to market, then I think I should be replaced by someone more commercially savvy.
What’s your view?
Kevin, can I ask you a simple question?
Rather than taking aim at me, please could you answer:
As a shareholder, what do you think of our CEO Marsden?
I am entitled to express my opinion, he has failed to bring SNG001 to market in 17 years and is also the CEO residing over the most monumental disaster in the company’s history?
Can you at least give your opinion on Marsden?
Eh? I’m having a conversation.
I want this drug to be approved, as do you, right? Otherwise what’s the point of posting up this journal entry? We are an investing forum, not a science forum.
I’m interested in what Synairgen can do to bring this drug to market, save lives and earn money.
So what can be done now with these studies to promote our drug and get it to market?