Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
Well done to the sleuths. Either our stock has degraded prematurely or they decided to fork out more valuable cash for…what!
Hi Jint. Many thanks for the highly informative update on the IP. We're still well in the game.
See you soon at the AGM (assuming it doesn't clash with the Scotland team dominating EURO24!!!). Cheers.
Doc83. Looking forward to the AGM get-together with your bros and Jint...and anyone else daft enough to join us! Arra very best.
I believe something good must be on the cards. SNG ,surely, would not commit precious funds to re-testing at Porton Down(!!!) and UK HSA would not have allowed this if there was not a forward plan. I'm trying to hold back my excitement (own 0.2% of SNG) as we LTI's have been here before...but!
Thanks Brand...another great find and this was only published on the 10th March24. Yet more scientific evidence that SNG are on to something big medically and investment wise. We await news!
At the AGM, I spoke directly with a very senior BOD...they are expecting BF buy in post good data from the P2's (possibly 3 P2's of which two would be USA...from recall. USA is most definitely the target market). They know we can't do another Sprinter!
Thanks Tim. Bit dissapointing, as it suggests we only start the small P2 trials after the non-interventional study is completed (as opposed to partially completed). That may be months ahead, and of course raises the question of available cash. I'm still a believer in the product\science...just wish I had as much belief in the management.
Thanks jint. Looking forward to meeting up again.
Thanks Brand. We are used to medical science updates supporting the importance of INF 1 for fighting viral infections. This report you have found goes much further and directly justifies the current SNG strategy. We all "patiently" await un update on the execution of same strategy.
Having some difficulty posting my full message...
I left the meeting feeling quite positive and the risk reward ratio is now (again!) exceedingly favourable.
Many thanks to the fellow LTHs I met and a particular thanks for an excellent afternoon with jint, Doc83 and Wigster77. Already looking forward to the next AGM. Thanks guys.
Having some difficulty posting my full message...
• Very limited ability to combine results from our P2 and P3 trials with the upcoming trials. This is unfortunate as it diminishes our route to meaningful statistical data (p
• Very limited ability to combine results from our P2 and P3 trials with the upcoming trials. This is unfortunate as it diminishes our route to meaningful statistical data (p
• Trials will be US focused from John Ward (I heard 2in US and 1 in UK in the pub from a seemingly very knowledgeable investor)
• There may be no need for a placebo as we are targeting patients already gravely ill and will measure relative improvement
• Financing for P3 is not an issue. If we have the right data from P2 then BP will step in…one way or the other. Conversely…
• Of the type 1 interferons Beta is the most useful. Antibodies find it easier to bind to Alpha and Omega than to Beta…so we are on the right track
• Professor Holgate “excited” about the potential of SNG001 as a prophylactic depending on ability to assay for Interferon Beta deficiency and duration of benefit…e.g. If a dose provided significant benefit for say a month, then this could be a prescribed monthly medicine…I see huge commercial opportunity (especially in US) if both factors are positive
• Three million Americans hospitalised annually with viral infections. Not clear if this included historically high covid numbers but as this came from Richard in the context of future trials I would expect the it excluded this
• BP not interested in Covid only studies/data. Our trials will be on very highly targeted hospitalised from all viral infections
• Very limited ability to combine results from our P2 and P3 trials with the upcoming trials. This is unfortunate as it diminishes our route to meaningful statistical data (p
I'm coming to the AGM. Probably a waste of my travel cost but looking forward to a few beers with fellow LTH. I've lost BIG !
Thanks Titania. Much appreciated. Hope this information is incorporated into forthcoming H2 clinical trials.
Does anyone know if SNG have experienced job losses in recent times or do we have reason to believe that staff below BOD level have remained loyal. I ask this, as if the latter is true, it would be an additional strong signal that those in the know have reason to stay when hope seems in short supply.
Just read this in the Washington Post:
We ask that all start-up activities … be paused to allow Regeneron to evaluate the new variant and its potential impact to our planned clinical development trials,” a company memo sent to investigators running the trials said.
Scientists are worried that Evusheld could be useless by the end of the year, as new variants take over. The Food and Drug Administration warned this month that the drug is unlikely to protect against infection from BA.4.6, a strain that represents about 12 percent of the viruses circulating in the United States.
Bebtelovimab, the monoclonal made by Lilly, could also face a ticking clock as yet other mutations threaten to undermine its effectiveness.
Just to say I fully echo Manifesto’s comments. I was fully prepared to attend the AGM with my proxys but decided against it due to the high levels of Covid (I have a lung disease). SNG’s success means even more to me than recovering my rather large losses…and a Scotsman disnae like to lose money! ATB.
We need to ensure that the BOD open up and do not try to silence us(now poor) shareholders. This may require resolute and concerted action. There are a few on this board capable of organising and leading. I intend attending with my 350k votes. Over to you.
My guess is that they are protecting against being diluted below 25% due to issue of new shares. They will want to maintain the leverage that 25% provides.