Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
China is shutting down Aluminum, Textile and many more industries
China is losing the most basic necessity of human civilisation- electricity. Till now, we only knew how the Chinese steel mills, aluminum manufacturing and power sector may be suffering in lack of thermal coal.
Make no mistake, the ongoing electricity woes are a bigger problem than the downfall of Evergrande Group, which is a leading Chinese real estate developer. China has to shut down everything from aluminium smelters to textiles, and even food processing units like soybean plants.
https://tfiglobalnews.com/2021/09/27/china-is-shutting-down-aluminum-textile-and-many-more-industries/China is shutting down Aluminum, Textile and many more industries
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Have a good holding of CAML and small chunk Glen and Anto
Well made points Graham n fruits.
Again apologies if this has been discussed at lengths already here as I dont check the board regularly
Cost of Philip Ineb $297 without taxes retail price
( Used in Phase 2 UK trial)
https://www.gosouthernmd.com/store/store/38219-I-neb-AAD-System
Aerogen Ultra Starter KIt $64 without tax
USB controller with ACDC Plug - Whopping $421
Total $485
https://www.tri-anim.com/aerogen-ultra-for-aerogen-solo-nebulizer-group-36267-3741.aspx
We must presume that Synairgen has reached an agreement with Aerogen to decrease the cost of the frickin USB power controller dramtically to cut down on costs.
We dont know the cost of manufacture of recombinant IFN-ß1a, by Rentschler Biotechnologie GmbH.
Cost of per treatment of £2000 speculated by RM has to deduct these costs.
For those who are not aware of the technology behind it
Aerogen Ultra - How it works
https://youtu.be/d7jxii5y2iw
Aerogen Ultra Set-up Intructions for patients
https://youtu.be/n7r1C8yELR4
View of the technical experts or scientists on board will be welcome.
The Lancet article of Phase 2 UK trial stated "SNG001 (6 MIU interferon beta-1a) or placebo were delivered via the I-neb nebuliser ".
Reading the appendix of the Lancet article it stated
The drug product was a sterile, clear and colourless, ready-to-use aqueous nebuliser solution (0.65 mL containing 12 MIU/mL IFN-ß1a) presented in a disposable glass syringe and was stored at 5±3°C.
Link
https://www.thelancet.com/cms/10.1016/S2213-2600(20)30511-7/attachment/cf46561c-62f4-4c3b-9be8-41b2d1028b61/mmc1.pdf
https://rb.gy/izysug
This made me wonder about the real dose of Synterferon delivered to the lungs as the Activ-2 and Sprinter states 5MIU. After a good search I found the answer finally in Table 2.2-1 in the FULL Activ-2 PROTOCOL document - Page 225.
FINAL DOSE delivered to lung (with 2 syringes totalling 15.6IU) is 5MIU based on scintigraphy studies.
So looks like the Philip Ineb was more potent with 60% delivery efficiency compared to the 35% of Aerogen Ultra. Surely the experts at Synairgen and Aerogen must have perhaps felt that this 1MIU less delivery per day is not a major issue ??? Apologies if this has been discussed at lengths already here. Long and strong since April 2020 and asking a genuine question.
"In prior studies SNG001 has been delivered using the Philips-I neb device which has an efficiency of approximately 60% delivery to the lung based on scintigraphy studies [23]. As a result, a single syringe of 12 MIU/mL SNG001 (0.65 mL) is estimated to deliver 3.8 MIU after taking into account emitted dose and delivery efficiency to the lung (Table 2.2-1). In the current study SNG001 will be delivered using the Aerogen Ultra device, which has an efficiency of approximately 35% drug delivery to the lung [24]. Using the Aerogen Ultra device, a single syringe of 12 MIU/mL SNG001 (0.65 mL) is estimated to deliver a dose of 2.3 MIU to the lungs after accounting for emitted dose and delivery efficiency to the lung. In this study, two syringes (1.3 mL total) will be used, similar to the Phase II UK study of SNG001, and will be expected to deliver a dose of 5 MIU to the lungs after accounting for emitted dose and delivery efficiency to the lung."
TABLE 2.2-1
Link
https://fnih.org/sites/default/files/2021-04/Protocol%20ACTIV-2-A5401%20Version%204%20dated%2031March2021_0.pdf
https://rb.gy/pzmtn9
https://www.thelancet.com/journals/laninf/article/PIIS1473-3099(21)00485-0/fulltext#.YUQxwgBXPPY.twitter
Interpretation
No clinical benefit was observed from the use of remdesivir in patients who were admitted to hospital for COVID-19, were symptomatic for more than 7 days, and required oxygen support.
Saw your message across. Busy few months work front and family life front. Keeping well taking all precautions being at risk. Hope you keeping well and got to see the B'ham pro at last face to face.
Noted your invite. Apologies as staying put for now due to delta worries and vaccine effect wearing off since Jan end.
Not checked boards much but surely Billy, Trojan, Billy all happy with recovery in Glenda, RYA all recovering well. Good luck in your investments.
Market forces will rule eventually as China cannot control prices in long run with their rudimentary mining techniques.
They have to buy at some point even if they hoard. Bought more CAML at 230 and Anto at 1400. Glenda has done very well last 12 months.
Apologies. It is 29th June. Misread. Rioja effect
Apologies. It is 29th June. Misread
https://www.lse.co.uk/rns/SNG/holdings-in-company-zgxh7gkhsxmyxar.html
SNG001 Phase 2 article comments in November 2020 online in Lancet was Gold
Journal articles especially the comments section are critical and disappointing at times including this comment, I read which cast doubts back in November 2020. Nobody discussed about the comment section then on LSE. Sometimes critical review is good as the reviewers don't look at it with tinted glasses.
Richard Marsden, Prof Tom Wilkinson, Prof Holgate et al all took this fantastic comment related to the article which was published at the same time on board seriously and included most of what was suggested for Phase 3. Bringing this to light now to show that RM & Co are intelligent professionals and took all suggestions on board.
We need to acknowledge that the subject numbers were were very small if you take the excluded patients for large scale deployment. Activ2 and P3 will certainly answer the doubts raised positively. Science and basic research is behind it.
Comments about phase 2 results were
The safety of nebulised interferon beta-1a will be of special interest since nebulisation of interferon has no marketing authorisation for any indication yet.
Future trials should evaluate the effect of interferon beta-1a on inflammatory biomarkers and analyse virological data to better characterise the physiopathology underlying this drug.
It will also be worthwhile to investigate whether interferon beta-1a has an impact on prolonged symptoms of COVID-19, especially pulmonary symptoms. It is now crucial to find drugs that could prevent these pulmonary sequelae.
Other issues that should be explored include the price and availability of interferon beta.
It is also important to define which population should be prioritised in subsequent large randomised clinical trials. To optimise the antiviral effect of interferon beta, there is a greater rationale to target patients at an early stage of the disease.
https://www.thelancet.com/journals/lanres/article/PIIS2213-2600(20)30523-3/fulltext
Desperate measures in desperate times ?
https://trialsitenews.com/indias-dcgo-issues-emergency-authorization-for-ministry-of-defense-sponsored-covid-19-therapy-called-2-deoxy-d-glucose/
"In 2-DG arm, significantly higher proportion of patients improved symptomatically and became free from supplemental oxygen dependence (42 percent vs 31 percent) by Day-3 in comparison to SoC, indicating an early relief from Oxygen therapy/dependence," the Ministry of Defence said.
Full details not available of the study anywhere. Only snippets.
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On Wednesday, the Central Drugs Standards Control Organisation (CDSCO) granted Emergency Use Authorisation (EUA) to Swiss pharma company Roche for the antibody ****tail 'Casirivimab and Imdevimab' in India. The antibody ****tail is to be administered for the treatment of mild to moderate coronavirus disease in adults and pediatric patients (12 years of age or older, weighing at least 40 kg) who are confirmed to be infected with SARS-COV2 and who are at high risk of developing severe COVID-19 disease.
Am invested in CAML at 235p and ANTO at 1500p level during entry in Feb. Glenda stayed away and hope those invested get good returns as possibly few bought in above 300p also.
https://www.dailyfx.com/forex/market_alert/2021/05/03/Why-Elon-Musk-Backs-Copper-The-Metal-of-the-Future-Cu-Tesla.html
This will give a snapshot of institutions /funds missed out in some lists
https://m.marketscreener.com/quote/stock/SYNAIRGEN-PLC-4004905/company/
https://markets.ft.com/data/equities/tearsheet/profile?s=SNG:LSE
https://www.morningstar.com/stocks/xlon/sng/ownership
Anyone with time and not enjoying a glass of Margarita like I am starting now can post a consolidated list of the major shareholders for all. Otherwise will do over weekend.
Have a nice weekend all. Synairgen is strong and trial ongoing as anticipated for a small company going it alone.
P A T I E N C E
Citadel were holding 0.51% as of reporting date 14th Jan. Price from 1st Jan fell from 162p to 140p to rise to 160p as of 14/1.
In 3 trading days they covered 0.12% with price going upto 190p area from 160p. After that they were not tracked and perhaps closed.
If they were going short in December with new position reaching threshold of 0.51% they went short from 95p to 160p. What gains could they have made then ?????
Unless they were short in October at 220p level and kept it below reporting threshold and covered some with vaccine drop at 80 to 90p level and then went short again. Does not make sense going short after the vaccine drop.
To put it simply Citadel made a wrong call going short and covered very fast.
AVCT could have gone with this option also
LFT sovereign test is critical for national testing programme.
Tender stated
DHSC has a set process for the evaluation of diagnostic tests for COVID-19. If your test fulfils the DHSC evaluation process but does not yet have a UKCA, CE or CE UKNI mark, you can apply to us for a derogation. Please note that derogations will only be considered by the MHRA for COVID-19 products that are deemed critical for the National Testing Programme.
The MHRA will require confirmation of this from the DHSC before any application is considered. If you do not have a UKCA, CE or CE UKNI mark, your test will only be able to be purchased and used once a derogation has been issued by the MHRA.
As posted previously the lower dose of interferon for SNG-001 per dose being 22 microgram comes to about 20 US cents. Making INF in the lab costs $10,000 per gram, about 20 cents per dose.
The Nebulizer about $50 each in bulk and may be cheaper if Aerogen agree for cheaper price for production in large volumes to supply the world . So profit margin is higher than what has been calculated.
Above based on costs of production of interferons for hepatitis C & B etc.
Thanks oil. I hope you and all fellow SNG investors make money and join the club. Saw the opportunity with Novacyt in early Feb 2020 and got over 300% profit rising rises. Went into SNG losing some bigger rises in Nova with no regrets and had opportunitiesto get back later. Initial investment recovered & diversified. Saw 50% decline in initial investment in June, July 20 but did not fret as had faith in interferon working even with limited evidence then. Risks are needed and over 20 years ISA pigmy investments and investment experience with losses and profits helped.
Happy holidays & happy easing lockdown Easter to all SNG investors. Take care as covid still around.
Snapshot from that memorable day in July 2020 from one ISA account to give you all faith.
Sold 30% then as my rule at 230p. Cash 30 % Profit in any surge. Use 5% profits for charity.
https://drive.google.com/file/d/1vD1QngQEc-OaXSyFqMC-KIyyyJCdzkxi/view?usp=sharing