Member Info for BeContrarian

The patent thing is 100% nothing to worry about. Firstly, patent pending still entitles you to pursue any patent infringement should it be granted. Secondly, patent theft in western pharma is rare as naturally, all drugs need to go through rigorous trials so any infringements are quickly spotted well before anything gets to market.

To coin a popular phrase right now, it’s a ‘false flag’

Hmmm. It’s bang within a range. Wouldn’t call this volatility really. If we break out of the 18-20 channel I might feel differently but right now it’s just par for the course.

The plonkers out in force today again.

Stating booked orders isn’t ramping, and it’s the most compelling, simple and obvious argument that we are sitting in deeply oversold territory. Look at how much money OO have booked for this year…

Few can argue that the slow progress of the spin outs, compounded somewhat by CF’s ebullience last year, has contributed to SP decline. However, it’s equally true to say this is hardly a dog of a share. We aren’t staring down the barrel of fund raising, downright corruption at board level, falling sales, operating in a waning sector etc etc. look at the LSE ‘share fallers’ on any given day and you’ll see many of these tin pot organisations robbing honest shareholders of their money.

OO continues to grow and prosper. Slow spin outs ans missed timelines aside, what’s to complain about? The fundamentals are good, be patient, stop calling for CF’s head and leave them to get on with it. Otherwise pull your money, save yourself the stress and heartache of picking your own stocks and what it in a tracker fund.

The bed wetting is embarrassing. I should imagine a lot of LTHs, like myself, are still here, but unfortunately this BB belongs to the doomsters and derampers these days. Look at the chat today. This company pulling in nearly 50 million and total morons claiming it’s a dog and a buyout is our only hope… you can’t reason with that level of stupid.

*genuinely think the implications of this are not fully understood.

Need to proof read!

But yeah, generally I think ‘stockpiling’ is thought of in defence against future variants, which is a valid argument, but I also think stockpiling needs to be considered in the context of therapeutics eventually replacing vaccine en mass

Been mulling as you do and noticed that the concept of ‘stockpiling’ has cropped up a few times in discussion recently. I genuinely think the full implications of this are fully understood…

As a suite of effective therapeutics enter the market, I’m of the mind that a lot of governments will begin to pivot away from the ‘sledgehammer to crack a nut’ approach of a nationwide vaccine rollout. Vaccines cost money, both in treatment cost and the immense funds needed to constantly promote it and keep it in the public eye. I’d contend it would be a far better use of public funds to keep an armoury of effective therapeutics stockpiled and to vaccinate those that are medically vulnerable… not to mention how divisive the vaccine issue has become, to such an extent some governments have risked civil disobedience.

Eventually, vaccines will gently erode from public discourse, being offered privately to those who need it. SNG and treatments like it will be the flagship defenders that will allow this to happen.

This is why I think the stockpiling argument has legs, and why the potential here is still absolutely huge.

Good luck all.

LTHs need to look at it objectively. You came here for results and you’ll get them. Still plenty of time in February left. Look at the moves since the data was unblinded. There’s nothing to be worried about it’s a very easy hold.

Boards like this really do whip up some panic but look at the facts, they have not changed.

Back down to fumes on my bank account now. Current SP below my average now but totally fine with that.

The poly TR1/SP situation is intriguing. Like a bucket with a small hole in it. It produces a bounce and then gets worked back down only to happen all over again. I suppose looking at it, it would take a pretty thick trader to lose money when the pattern has been so predictable.

Now Poly’s behaviour gives me a great deal of confidence, but that alone has failed to attract new entrants and move the needle. We have reached a ‘risk horizon’ where all the soft signals in the world won’t tempt money in before results.

I believe, however, that there are vast sums of money on the sidelines, attracted by the various goings on, ready to pounce on results. I genuinely am struggling to predict upside potential on results day…

My contrarian take is that the drop yesterday was mainly macroeconomics. The mood has shifted somewhat overnight. I’m putting my neck on the chopping block and saying I’m expecting a bounce.

If we do see 170 I’m dipping into the overdraft :)

Time will tell.

Ukraine crisis: Biden and Johnson say still hope for diplomatic agreement https://www.bbc.co.uk/news/world-europe-60382694

As I suggested on the weekend, the western media have been over egging the situation. US and UK, arguably most antagonistic to Russian interests, have dialled back the rhetoric markedly.

Seems like diplomacy stands a chance. I expect a bounce in the markets tomorrow. The MOARNS would be welcome too of course!

If news drops tomorrow it’ll be an almost carbon copy of the run down we had prior to P2…

It beggars belief that we are below placing price knowing all we know. I’ve been as greedy as I can and am rammed with SNG shares now. Shame that I can’t take any further advantage of these prices.

It’s amazing what some folk come out with to save a few pence on a share purchase. Boards like this defo bring out the best and worst in people.

I remember some on here when we dropped to 120 saying 80/90p etc. Well guess what, that never happened. It shot back up to 170 in short order and those penny pinchers missed a big move.

Will people honestly be looking back on this on the back of good results gutted they paid 200p vs 170? The narrow mindedness of some is laughable.

Andy you must be trading the a**e off this share. You’ve changed your tune a few times, and that’s just today!

Don’t get why so many are wedded to the idea of a Monday RNS. The results will be published as soon as they are ready. They aren’t going to just sit on them for 7 days just because they’ve missed the Monday boat.
Any day now…

Side note, any updates from the company that aren’t major, material news should be avoided. ‘Updates’ almost always have the exact opposite effect to what is intended. I’ve seen it enough times to know.

A big pharma can afford a ‘chance your arm’ EUA submission, and it won’t crash the SP if they aren’t successful. For us, however, running before we can walk by applying for EUA before results could potentially be catastrophic for our SP if EUA was rejected owing to half baked data.

They’re going about it the right way IMO.

Have been throwing the kitchen sink at this since Activ progression and everything coming from the company since then has emboldened me further. Time will tell if my strategy has been bold or stupid haha.
This is a crazy price when you think of the SP we fundraised at, but I’m not complaining. Surely not long to wait now!

That’ll be my last comment on this, don’t want to clog the board up as whilst it does have some relevance in terms of wider context, it’s not entirely to do with SNG!

Andy I would say the main point that supports the diplomacy argument is that if Russia fully intended to invade, they would’ve done it by now. This has been rumbling on for over a month. Russia are testing the water and the posturing has succeeded in bringing leaders to the table and forcing a conversation. If there was no military intent behind moving hardware to the border, it has tremendously succeeded in its aim of focusing minds and listening to what Russia have to say. Diplomats have been flying to Russia in their droves to converse. It’s a classic example of ‘gunboat diplomacy’ and it has undoubtedly given Russia the upper hand.

I’m not trying to downplay the threat of war, I agree it is a distinct possibility, but I really don’t think it is Putin’s objective. With the US bristling in the background, he knows how high the stakes are. He just wants to temper the encroachment of NATO which, looked through a Russian lens, is understandable.

There is still a strong route to diplomacy. Naturally, one can understand the Russian concerns about Ukraine joining NATO, and I think that the west will need to change their tune and come to the negotiating table prepared to make some genuine concessions to avoid war. There is a great deal of posturing going on on both sides but ultimately I don’t think that Putin’s ambition is to annex Ukraine, rather to neutralise and isolate it through a block on any pivot towards NATO.

The issue that we have now is that NATO are deliberately aggravating the situation advising westerners to leave Ukraine etc, it is raising the stakes considerably. And if they are not prepared to support Ukraine in its defence, such behaviour is down right irresponsible. Prodding the Russian bear and running away will not look good for NATO.

So either diplomacy wins the day, Russia invades with only the Ukrainian army to stop them, or NATO gets involved. Those are the outcomes from least to most catastrophic but it’s the first option that remains odds on in my opinion. All parties save face and it’s as you were really.

NATO brinkmanship. Basically inviting invasion or quit all the silly posturing, pack away the toys and sod off back to the motherland. Western media whipping things up too. The mood in Eastern Europe is quite different, the hysteria is very much a western symptom.
Still, these headlines will rattle markets in the coming weeks unless things cool off.

Someone’s been on the sauce haha