Member Info for Brighty1

Whilst it's been a bad day for short term holders it is a different story for investors with a medium term outlook. Broker forecasts for 2022 illustrate that TLW will generate earnings of 0.16 per share this year. That equates to just five times forecast earnings. i.e. The TLW share price will have a £ sign in front of it in due course and most probably within the next 6-9 months. Not long to wait if you have the patience. Dyor but today was a crazy over reaction. Good luck, Brighty

With operating profit of £515 million when previously it was a loss of £1,018 billion you don't have to be a rocket scientist to see that once the dust settles and those that wish to sell have moved on the TLW share price has a £ in front of it moving forward. Dig deeper in to the numbers and they are impressive. Good luck, Brighty

Excellent results especially when you dig a bit deeper in to the numbers and see that operating profit/(loss)($m) is 515 million when previously it was a loss of (1,018) billion. That is a huge turn around in to profitability. Good luck, Brighty

I totally agree re our CEO. She is THE problem. Just look at the huge success of her tenure at The Guardian (not). We need someone with vision to electrify our share price. Our previous Ceo Adam Crozier had a strategy that created shareholder value. What exactly has our current ceo achieved for shareholders at ITV since she arrived? I can't think of one positive. Good luck, Brighty

87p buy. Yes, bodes well for tomorrow. Good luck, Brighty

I agree with you Toli. I'm anticipating some big buys to show up after the close today and during tomorrow's trading. A 25% sell off today is crazy on the numbers that were presented today. I do think, however, that we need a new CEO moving forward. The market clearly are not convinced we have the right visionary leader. Good luck, Brighty

Good point about Numis and their recent forecast for SNG. They know what they are talking about. Plus don't forget that we operate in a multi BILLION takeover sector. For example: Last year Bristol Myers Squibb paid $13.1 billion for MyoKardia in Cash. A couple of months ago Pfizer announced it was taking over Arena Pharmaceuticals for $6.7 billion in cash..Two years ago Amgen paid $13.4 Billion for Otezla...in cash and at the smaller end of the spectrum last year UK minnow Kymab was bought for $1.4billion by Sanoffi. A takeover of SNG would be peanuts in comparison and a suitor would be buying SNG001, a proven life saving product. If it's not a takeover then don't rule out a licencing deal to take this forward. Many on here will also recall that Sir Stephen Holgate and Richard Marsden are on record saying SNG001 presents "an opportunity for a significant UK scientific breakthrough". We are still on track. Cool heads and patience are required.

Good luck, Brighty

The reason we are up 50% currently is because the SNG RNS provides really good news. The market likes it. It clearly states:

"The SPRINTER trial pointed to an encouraging trend in prevention of progression to severe disease and death (36% reduction in the pre-defined per protocol population), which the Company and its clinical advisors strongly believe merits further investigation in a platform trial which the Company is actively investigating". In the pharma sector that = Licencing or Takeover in due course. Which major pharma isn't going to want this in their portfolio.

SNG001 and Delta and Omicron variants: The Company also announces that in vitro studies conducted at Viroclinics-DDL in the Netherlands have shown that SNG001 has potent antiviral activity against SARS-CoV-2 Delta and Omicron variants at concentrations that are readily achievable following inhaled delivery of interferon beta. In the pharma sector that = Licencing or Takeover. Which major pharma isn't going to want this in their portfolio.

ACTIV-2 Phase 3 trial for COVID-19. "TEMPORARY PAUSE" and NOT cancelled....
"Due to the need to modify the study design in light of the emergence of the Omicron variant of SARS-CoV-2, the US National Institutes of Health (NIH) ACTIV-2 trial team has asked Synairgen to temporarily pause activities to prepare clinical supplies for ACTIV-2 Phase 3 until the timeline for the activation of this agent in the trial is clarified. Synairgen continues to await the Phase 2 data from the US NIH ACTIV-2 trial in home-based COVID-19 participants, expected by mid-year". In the pharma sector that = Licencing or Takeover in due course. Which major pharma isn't going to want this in their portfolio.

Investing is not all about short termism. SNG remains a good mid to long term hold for those that are prepared to wait and reap the benefits of SNG001.

Good luck, Brighty

30p. Yes you are correct. It is also showing at 30p on Google currently. Good luck, Brighty

28p. Yes you are correct. Google also showing 28p currently. Good luck, Brighty

Lets stick with the facts. The RNS provides really good news. It clearly states:

"The SPRINTER trial pointed to an encouraging trend in prevention of progression to severe disease and death (36% reduction in the pre-defined per protocol population), which the Company and its clinical advisors strongly believe merits further investigation in a platform trial which the Company is actively investigating". In the pharma sector that = Licencing or Takeover in due course. Which major pharma isn't going to want this in their portfolio.

SNG001 and Delta and Omicron variants: The Company also announces that in vitro studies conducted at Viroclinics-DDL in the Netherlands have shown that SNG001 has potent antiviral activity against SARS-CoV-2 Delta and Omicron variants at concentrations that are readily achievable following inhaled delivery of interferon beta. In the pharma sector that = Licencing or Takeover. Which major pharma isn't going to want this in their portfolio.

ACTIV-2 Phase 3 trial for COVID-19. "TEMPORARY PAUSE" and NOT cancelled....
"Due to the need to modify the study design in light of the emergence of the Omicron variant of SARS-CoV-2, the US National Institutes of Health (NIH) ACTIV-2 trial team has asked Synairgen to temporarily pause activities to prepare clinical supplies for ACTIV-2 Phase 3 until the timeline for the activation of this agent in the trial is clarified. Synairgen continues to await the Phase 2 data from the US NIH ACTIV-2 trial in home-based COVID-19 participants, expected by mid-year". In the pharma sector that = Licencing or Takeover in due course. Which major pharma isn't going to want this in their portfolio.

Investing is not all about short termism. SNG remains a good mid to long term hold for those that are prepared to wait and reap the benefits of SNG001.

Good luck, Brighty

Lets stick to the facts. Endpoints clearly states today that SAB185 "is the ONLY potential Covid-19 treatment included in ACTIV-2 that has been halted".

The full text is: "The trial “was designed when previous COVID-19 variants resulted in high infection and hospitalization rates,” Eddie Sullivan, CEO of SAB Biotherapeutics, explained in a statement. “We look forward to analyzing data from the ACTIV-2 trial to help inform our future clinical initiatives when it becomes available.”

But this is the only potential Covid-19 treatment included in ACTIV-2 that has been halted due to Omicron. The arm is part of NIH’s randomized, double-blind, placebo-controlled trial that’s using a master protocol to evaluate eight different Covid-related outpatient treatments, some of which have already won an EUA (e.g., AstraZeneca’s Evusheld) and others for which enrollment had already ended.

An NIAID spokesperson told Endpoints News, “Low Omicron-related hospitalizations and death rates within the ACTIV-2 study led to the decision to halt enrollment in the arm testing SAB-185. No other arm of the ACTIV-2 trial has been stopped for that reason.”

The spokesperson also said NIH’s ACTIV-3 (for inpatient monoclonal antibodies or other treatments) and ACTIV-5 trial (known as the “Big Effect” trial for hospitalized Covid patients) “have either ended or enrollment has closed.”

Enrollment in ACTIV-2 previously ended for other potential outpatient mAbs from Brii Biosciences, which released Phase III results last October for its orally administered serine protease inhibitor developed by Sagent Pharmaceuticals, and other potential mAbs developed by Bristol Myers Squibb. BMS and Sagent did not immediately respond for comment on updates.

The only other drug that might still be actively enrolling participants was Synairgen’s inhalable beta interferon candidate. Neither the company nor NIH immediately offered comment".

Good luck, Brighty

Cool heads are required. It very much appears that the drop is a contrived scare tactic today re gossip. Dyor. I am waiting for news from the company rather than tittle-tattle. Good luck, Brighty

It looks as though there is a concerted effort underway by some on here this afternoon to scare SNG investors. For what it's worth I'm waiting for news on several fronts. Activ / Long Covid / Additional info on Sprinter etc. We only have the top line data so far. Be careful of what you read on here about Activ / Sab and how it relates to SNG. It appears to be a contrived scare tactic. Dyor. I am waiting for news from the company rather than gossip on here. Good luck, Brighty

I’m not sure that you can say that Synairgen is a flop! Advancing to Phase 3 of the ACTIV-2 COVID-19 Trial is very BIG news indeed. Don’t forget that it was the external data safety monitoring board of the ACTIV-2 study that recommended that SNG001 advance into Phase 3.

The reality is that SNG001 is well tolerated with a favourable safety profile and is still in the mix to play an important role in combatting COVID-19 and future emerging virus threats.

Good luck, Brighty

I’m still buying as it is clear from the latest RNS that SNG001 works:

• “we have observed an encouraging trend in prevention of progression to severe disease and death, which we strongly believe merits further investigation in a platform trial. We are now analysing the full dataset to better understand all the findings”.

• "The results of the SPRINTER study confirm that inhaled interferon beta can be safely administered to hospitalised patients with COVID-19”.

• “SNG001 was well tolerated in the SPRINTER trial with a favourable safety profile consistent with previous studies”.

• “We will now review the study's full dataset to better understand the detailed results and implications for development for SNG001 and will provide an update in due course. The study results will also be submitted for publication in a peer-reviewed journal”.

• “we eagerly await the Phase 2 data from the US NIH ACTIV-2 trial in home- based COVID-19 patients, and that trial's larger, follow-on Phase 3 study, as part of the development path for SNG001."

• “SNG001 is being investigated for possible use in COVID-19 patients at home as part of the US National Institute of Health's ACTIV-2 trial. In October 2021 Synairgen announced that SNG001 had been recommended to advance from Phase 2 into Phase 3 in this trial in mild to moderate COVID-19 patients”.

• "There is an important trend in favour of SNG001 in the secondary outcome progression to severe disease and death, which aligns to the findings of the earlier Phase 2 study. Better treatments for severe disease are still desperately needed but what's clear is that improvements in outcomes driven by vaccination and the evolution in standards of care mean that larger studies are required to definitively explore SNG001's impact on mortality and severe disease. With the strong safety profile that this treatment now has shown, it is appropriate for it to be considered by the large platform studies to confirm efficacy signals in severe COVID-19."

In a nutshell, this is way over sold and is due a huge bounce on the back of

1. News from the company on the above
2. More buying from Polygon

Good luck, Brighty

For newbies here’s a reminder of what Webis said recently in an RNS:

"As a result, the company has had no shortage of informal offers from other interested parties in the space, specifically in the areas of software deals, strategic alliances and, at the operating company level only, mergers and even acquisition".

Says it all and remember California is the big licence opportunity for Webis and this could really multi bag significantly in the run up to sports betting being given the OK in California. There are at least four sports-betting related ballot measures in California slated for this year already. A x 10 of the current share price is very possible here. A big operator will be keen to gain a licence in California and a takeover of WEB could be on the cards in due course. Exciting times for all Webis investors. Right sector. Right time. Good luck, Brighty

I have lost confidence in the accuracy of the communications emanating from the company. Even the date of the investor comms meeting is leaving it very late to comply with the 7 working days many brokers insist on to register a for or against vote. That was the final red flag for me. The trust has gone. I hold 99,876 shares. Good luck, Brighty

I agree BUT during 2021 Sareum was exhibiting all the characteristics of moving away from the status of being a penny share with a day time high in August of very nearly 10p. If we had capitalised on that momentum and proactively started appearing in Investors Chronicle and business and medical pages with our “we have a profile superior to Dexamethasone news” there is no doubt in my mind that the impetus would have been sustained in to the 20p arena. If this had then be followed up by the Stephen Parker director buy and the patent news we could and should have been in the mid 30’s. We all saw what happened to share prices in the pharmaceutical sector over the past 24 months. In a nutshell we had the potential to not be a penny share last year and the opportunity was missed. I very much hope that we won’t hit 2.5p by consolidation day but disappointingly this is where I think we are heading if the company remains silent. The share price destruction from circa 10p to 3p is galling to watch, even if it is a paper loss. Good luck, Brighty

At this rate our significant paper gains when our SP was soaring to nearly 10p are going to be hugely reduced. I have a share price of 2.5p pencilled in for consolidation day, much to my annoyance but I am a realist. A reminder that we were at the equivalent of 500p last summer on the x50 consolidation when we hit nearly 10p. We will be lucky to hit 125p- 150p on consolidation day currently and it could be even lower. That is going to be some mountain to climb to get back to the 10p equivalent. Our bod had their opportunity to turbo charge our share price last summer and they blew it. It is time for TM to consider his position and move sideways and concentrate solely on the science with JR. The apathy and lethargy demonstrated to both our comms & timelines really is NOT good enough commercially. We need vigour and energy moving forward. 10p to 3p (or lower by consolidation time) is not progression from an investment point of view. I will be voting yes but only reluctantly. Good luck, Brighty