Member Info for Brand

Go on then Graking, tell us why you suspect that.

If it's worth 500m, it's worth 10B.

At the end of the day, polys interests (making money hand over fist) will be best served with the commercial success of SNG001 - so while I can't comment Tim's statement that poly are brokering a deal, it certainly makes sense that they would be doing everything possible to support the BOD and the company.

Tommy I think you and I are on the same page w this. My expectation is poly invested heavily pre-sprinter on the basis that the science and need were both rock solid, and successful P3 or not the asset has significant value, well above the aproxx 500m MCAP we had at the start of the year.

Lol, right about what Costs? That axe is trying to work a bit of P&D before the AGM?

Go on then Axe, what's tipped you off?

Thank you for those examples Tommy.

Here's an open question, you are government of western country X and are looking again at rising covid numbers, you have seen the sprinter sub group analysis (which is of course of those in just about the worst possible state w covid, receiving O2 with no improvement) what do you do?

Doc - £75 is of course a crazy number, but the SP if the treatment does gain approval should still be very far north of £3-5 (tho I would certainly be top slicing at that) - still thousands of people hospitalized w covid every week in the UK, which represents a tiny % of the world's population, add influenza, RSV etc and the market is still absolutely massive.

HSD a decent point I think. Understand again the global aspect was encouraged by the FDA.

If we are considering what went wrong w the trial, the fact that 1/5 of the ITT patients were 'lost' to things like 'not receiving at least 2 doses in the first 3 days of treatment' or 'treatment started more than 3 weeks since the onset of symptoms' would seem to imply poor operations, which I believe would point to paraxel.

When the results were delayed in the autumn of 21, RM alluded to not a lack of patients, but too many patients in hospital A&E caused by the delta wave in summer 21. While understandable that doctors and healthcare staff would have been completely overwhelmed in this situation, I don't think it should absolve paraxel of their responsibility here.

(The timing of the delta wave could also explain why an interim analysis could well have shown good data when the final analysis did not)

The short term share price, no. The long term share price, absolutely.

A thread about INFb and here we are talking about cash raises, despite the company stating they are in a position to operate at current staffing levels well in to 2023 .

Yknow, I don't think all the posters on this board are genuine lol.

It's amazing that the scientific evidence for inhaled INFb is now so voluminous that this barely even registers on here.

"Oh well, another paper that says it works"

Mr costs, it's awful until it isn't, then it's brilliant.

I understand the FDA had a major part in the sprinter trial design, including trimming the total number of patients from 900 to 600.

Wpa's advice to wait for the AGM is probably good advice. Would add the below as potential events to look out for in the next weeks/months

PASC trial data - we have seen nothing of the 90 day endpoints on sprinter, nor from earlier trials - we did learn that the company were reconsenting patients from P1 and P2 trials, presumably to look at long covid. This could in theory come at anytime.

Platform trials - accepted wisdom is that Activ results are tied in to a redesigned PT sponsored by NIH, and the results have now been tipped by the company as 'summer' - however, there is potential that the company could participate in more than one platform trial, particularly as they have manufacturered a substantial number of treatments, so this in theory could also come at anytime.

JV - the word partnership was dropped a number of times in the company update. I personally don't think it's likely they will partner up before getting on a platform trial or potential EUA, but you never know what conversations are going on in the background.

Probably doesn't help with the bottom drawer-ing, but last year's AGM was in late June, so hopefully not long to wait for a proper update...

https://www.medicalcountermeasures.gov/barda/strategic-plan/

BARDA

Mission:
Improve preparedness & response through public & private partnerships that advance research & development, manufacturing & procurement of Medical Counter Measures that protect against health security threats such as CBRN & Pandemic Influenza, Covid-19 & other emerging infectious diseases.

(Shared w thanks to other LTHs that unearthed this gem)

If you genuinely want to know why they are so slow (which they aren't compared to any historic precedent of clinical trial timelines) then - and this is only imho - I would look at the covid funding bill which was meant to be passed months ago and is still sitting in Congress (no doubt delayed further by 2 weeks of senators performing for the gun lobby)

Google Dr Ashish Jha and his comments about the US being first in line for next gen thereputics being tied to the Bill, then look at RMs words today about multiple potential platform trials and JVs and the best path forward to commercialise this drug.

Come back and tell me what you think after.

Inclusion in a platform trial for inpatients experiences O2 saturation below 92% despite receiving oxygen will not depend on A2P3, it will rely on the sprinter sub group analysis, which is the same today as it was yesterday.

So working on a cash burn at current status of just under 2m per month, cash runway in to 2H 2024. This is better than expected and doesn't not include any further R & D tax credits the company may be able to claim in 2023.

Oh and apparently multiple AIM RNSs were delayed by one hour this morning.