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Read this!
https://archive.fo/P9id1
if you read their published strategies it is obvious that they are not a fund management firm in the same way as Polar, i.e. they do not invest in companies for general returns. They target 'events' that have the potential for major returns. Three points from their website focuses my mind:
1. M&A: favouring hostile, cross-border or otherwise complex transactions more likely to be misunderstood by the market
2. Dislocation: medium-duration, high-conviction trades with significant upside potential
3. Special Situations: “piggybacking” on corporate activism and/or pre-deal opportunities
1 & 3 are the most interesting strategies with relation to #SNG
For anyone interested:
My take on Polygon is that given their profile in 'Event investing' & M&A activity they are working for someone else and accumulating for a big Pharma, or buying a position of influence in case there is a contested TO battle. Either circumstance would make me very happy. If they are buying on behalf of a corporate Pharma client then their target will be approaching 30%, just short of a mandatory TO offer required
Don't forget they are a chinese company and the markets in China & all Asian exchanges are very, very ittery because of the Evergrande debacle that is ongoing!
@gunto, It is not a ramp, just a different interpretation based upon some knowledge of how drugs are approved across the world and a quite detailed knowledge of our trials. the 17 countries is actually 1 trial (Sprinter).
I would respectfully suggest you do better research
@gunto
Your quote is accurate, your interpretation of it is not correct.
there is no single route for getting 'global approval', ergo Synairgen will be applying for approvals (plural) in many countries leading up to global recognition by early 2022. So that means any EUA applications could start happening at any time from now onwards. I guess there will be an EUA in the US very, very soon
the credit for finding this should go to @H3L3N on the TG group
Just to distract you from the day to day diatribes
this is good news
https://www.linkedin.com/in/brooke-clarke-4908273/
Obvious that the LOUD voices here have nfi what the company is about, what drug development and clinical trials involve, and we are just a small investor in SGSC! . Ramp your Covid play for as long as you like. It will make no difference.
Good luck to the serious & knowledgeable investors here. The company will do well. JN is a good guy.
Have fun. That is what life is all about in the end.
I also see that @syme is also performing to your expectations!
Having been originally in Syme at 0.20 and then out at around 0.70 I feel fairly comfortable with that punt.
I guess it takes time to learn what AIM is all about. (and someone will yell SYME is not on AIM) :-)
and where is rms/nnn now then? Doing well?
I have said, quite clearly, there is no comparison. I really do not understand why it is a subject here at all!
I have been in Vela for about 9 months now, like it and hope for good things. JN is a good guy.
The ramp focus on SGSC is a serious distraction and ramped by the foolish because it is a 'covid' play
Completely misguided imo
currently holding 2m
You don't hold any, why do you post?
Ah! because you are a paid ramper I guess
twat
Honestly
You are madenning ramper beyond belief.
There is no comparison between Vela & SNG
I really do not know why I am bothered, but
101 phase 2 hospital trial had fantastic results, peer reviewed and accepted
Home trial phase 2 trial showed fantastic results, also peer reviewed and accepted
SNG now at the end of a 20 country phase 3 hospital tril of 600 + patients
ACTIV2 phase2/3 trial funded by the US Govt still ongoing and will result in an EUA to fda
Proven vaccine agnostic by a EU laboratory
All results publically peer reviewed
100% owned by the company and protected by world wide patents
AZF1656
just cleared 1st phase2 trial
not peer reviewed
small trial
only 8% 'owned' by Vela
I am really not sure what point you are trying to make, but you are obviously an idiot that understands sweet fa about drug development, clinical trials or the whole pharmaceutical industry in anyway.
Nor much about investing in AIM companies (I'll take an even bet on that you are a @syme punter as well)
The madness on LSE is why I am seldom here!
@DrMaccers. I'll repost my earlier post from this morning. I absolutely agree.
Not a multibagger RNS because.....
1. Very small trial
2. Trial results published without data are never well received by the scientific community (and serious investors)
3. Not peer reviewed yet. Results are not 'real' until peer review confirms them
4. Still a very long way from commercialisation. A much, much bigger Phase 3 trial will be required. Probably 1000 patients across multiple countries. That will take anything up to 1 year to complete.
5. RNS says 'trend towards efficacy' That is a very ambiguous phrase and could easily mean that the results (which are known but not published) are not statistically significant
It IS good news, but not stellar imo. Drug development is a difficult and very complex area that people should research in depth before putting hard earned pennies in.
Just my opinion.
no, it is not an option
Absolutely agree that the demand for therapeutics will be huge and more than big enough for both drugs. But Vela do not 'have' a drug! We have an 8% investment in a drug owned by somebody else.
Personally I am more interested in Vela's diversity of investments across a range of areas. That is what JN has a good track record in.
I wish he would go more 'green' as that is where the long term future will be. Covid is a short term play for Vela.
SNG is a long term drug with futures well beyond Covid that will be hugely attractive to big Pharma.
There is just no comparison.
But we all believe what we want and each entitled their own opinion
Enjoy the ride
Not sure why folks are making a comparison to #SNG here. There is no comparison.
SNG = 100% ip ownership & worldwide patent for a drug they have developed over the last 15 years
VAL = 8% investment in a charity that is running a trial on a drug that is 'owned' by Astra Zenica
Yes, both drugs are in the same sort of Covid space (not quite comparable, but similar) but the company profiles are VASTLY different!
The op heading on the link is
Update re. St George Street Capital COVID-19 trial
RNS Number : 2478L
Vela Technologies PLC
09 September 2021
It is not share news. It was an official RNS no. 2478L. It wasn't shown on LSE, probably for some technical reason, but if you go to the Stock Exchange website it is there
was released today
https://www.investegate.co.uk/vela-technologies--vela-/rns/update-re.-st-george-street-capital-covid-19-trial/202109090733152478L/