Member Info for BeContrarian

Unfortunately patent infringement is real. Another share I’m in, Nano, is currently in a massive lawsuit with Samsung as it’s breakthrough quantum dot tech was stolen by them. Samsung’s theft very nearly ruined the company but hopefully justice will prevail very soon.
However, patent disputes in biotech are quite rare. You will find examples of course, but the strict trial procedures involved in bringing any drug to market are a great natural defence against patent infringement as it’s easy to identify any potential infringements during trial protocols etc. Generally in the industry patent law and intellectual property is highly respected else the whole industry collapses overnight really.
It’s also worth mentioning that in recent years, fines for patent theft have been punitively high. Record breaking sums for infringements show you that the US market has a high level of respect for intellectual property and so I can see no issue with a well executed patent application being granted.

I don’t think there’s anything to worry about here.

The whole ‘when will the RNS be’ debate has been a bit of a red herring in my opinion, with no other objective other than to sow division.

Anyone guessing at a date isn’t ramping- it would take someone profoundly stupid or desperate to pile in thinking they were hitting the jackpot the next day. Perhaps rainbow chaser in chief Jedward is the one exception to this rule. But come on, it’s just a bit of fun. No one is influencing anyone, nor do I think they are intending to either.

Haha fair point hop! Been a dreamy week with him to be fair. Thought I’d take 5 to check in with you lot and wasn’t disappointed!

Take care all.

I’m thinking this might be more of an EUA thing rather than impacting on our readout? In which case results might be any day now.

Mumbo you are going down as an elite ramper, when you started up this morning we were at 170. Now look at us!

Keep up the posting pal as it’s clearly doing the SP the world of good :)

Mumbo you are laughable.

There are 19…NINETEEN THOUSAND currently hospitalised in the uk alone, and that’s in a nation vaccinated and boosted to oblivion.

No one is buying your guff any more
Mumbo. Jog on.

Andy I’m not ‘calling you out’ as such but do think the ongoing slow steady/tortoise narrative is doing SNG a bit of a disservice. One must remember Synairgen is a relative minnow swimming around in a shark tank. That inevitably translates into slower trial progression compared to big pharma, which would undoubtedly have agents incentivising, driving recruitment, raising profiles, media engagement etc etc. it’s a whole infrastructure that the likes of SNG doesn’t really have.

Whilst it’s fair to say that the pace of trial completion suggests SNG is a little underpowered given the obvious gulf in available funds etc, they’ve never scrimped where it really matters, the data will be gold standard, the path to commercialisation already established.

So in short, a tortoise for now, but certainly not a deliberate lackadaisical approach and the pace will fire up very shortly!

Thanks for the heads up Mumbo.

Now can you leave us delusional idiots to it then?

Cheers

*100p for all I care. That wasn’t a price prediction!

I’d say the vast majority of LTHs are dug in for results regardless. It could drop to 100p, I want to see those results and be invested when they land!

Good luck all. I thought my top up at 182 yesterday was well timed but hey ho!

Taffy he’s just spouting the usual party line. It would make far more financial sense to vaccinate the clinically vulnerable and have a great lifeline treatment like SNG on the shelf than to vaccinate the entire nation 3 times (and counting) over.

JVT is nothing but a mouthpiece spouting the usual guff.

Mr Costs is grafting today ;)

A few times I’ve mentioned there could be funny business just prior to results and I think this was it. SNG is a naturally great defensive play but undoubtedly The Ukraine situation has been used to engender a bit of wholesale panic. Though it has no basis in logic, SNG is not immune to the wider market moves and so the drop was capitalised on.

I used the majority of my ‘funny business’ fund last week when we learned of the news of US commercial roles. I did, however, pour the remaining fumes of my bank account into SNG at 182 and am feeling pleased with that decision.

Good luck all. Hold tight.

Well Orc, I think you’ve said your piece now, we get the message. As you’ve sold, I am hoping you will do is the courtesy of moving on and sparing us your spiteful bile.

‘I’m laughing so much’…
I often wonder at times like this how someone who finds pleasure in other’s misfortune tick. What an absolute husk of an individual you must be.

We don’t need your pity or your derision thank you very much. Time will tell who is right but sitting here gloating has really shown you for the cretin you are.

Green bin you go.

I suppose there will be a few esteemed board members blaming CF for the possibility of war in Ukraine?

Been musing over Nano today and the more I think about it, the more of an opportunity this feels.

Risk reward is a moveable feast, and of course there is no finite formula for calculating whether the risk is worth the reward. But to me this feels better than 50/50 in terms of risk, and the reward will be multiples of current entry price based on success. I think our backers (Mintz, Lombard etc) see it in the same way.

So why has the SP remained so flat? PIs are naturally very myopic and those picking their own stocks will often give a cursory glance when ‘shopping’ for a new investment and then obsess once invested. To the cursory glancer, Nano is a basket case: low on cash, not generating profit, up against a titan of electronics in a legal dispute. It seems like ‘bad risk’.

But to all those who’ve done their DD, all those on the inner circle which, judging from this excellent but relatively quiet BB we have here, is relatively small, the reality couldn’t be further from the picture a cursory glance generates.

I really do think we are totally flying under the radar at the moment and over the past couple of days I’ve talked myself into adding more here when funds allow. The value in terms of risk reward makes this absolutely worth the punt.

Manifesto, we’re in the wrong stock to be forgetting about our investments over the weekend!

Matterhorn, there is no denying that the UK govt efforts did help pull timelines forward. But, in the context of the support offered by the US, and thinking about how much quicker sprinter recruitment could’ve been with some state backing, all the while being literally the first in the world to approve and hoover up some magic pills, there is no denying that the UK government strategy with regard to home grown therapies seems at best haphazard and at worst, corrupt.

You’re right, it’s not about politics, and given we are on the eve of greatness, I consider it all water under the bridge. But the UK government should be ashamed that money wasted on ridiculous preorders for largely unproven and not peer reviewed treatments, on top of billions on unfit PPE, tests etc etc, could’ve been better spent turbocharging trials of a promising life saving treatment.

Without the UK government, we wouldn’t be where we are now. But, with actual earnest support, we could’ve been much further along the track IMO.

I’m by no means a master in this art but Cossairt’s declaration appears incredibly well researched and thorough.

Another master stroke from Mintz getting her on board. It’s a real Armada of a declaration which successfully refutes virtually all of Samsungs claims.

One thing I feel very confident about is the fact they haven’t lost faith in Synairgen, the selling has been orderly, there is no hysteria and volatility inducing share-dumping. Whatever their reason, I feel it’s been handled as well as could be, barring, of course, a straight broker facilitated trade between polar and poly.