Member Info for Brighty1

More M&A activity in our sector just announced:
Hikma Pharmaceuticals PLC on Monday said it has agreed to buy injectables supplier Custopharm for USD375 million.
Good luck, Brighty

Saxon and Gun you could both be right. What I would focus on however is the end game and the potential price a suitor would pay for SNG. We operate in a multi billion dollar sector which has a track record of paying big bucks for licencing and M&A activity. The P3 news which should see the Synairgen share price soar is fast approaching. It is worth pointing out that in 2019 Amgen acquired Otezla, along with certain related assets and liabilities, for $13.4 billion in cash, or approximately $11.2 billion, net of its value at the time of $2.2 billion. If one of the companies below want SNG they will get their cheque books out.

• Johnson & Johnson – $56.1bn.
• Pfizer – $51.75bn.
• Roche – $49.23bn.
• Novartis – $47.45bn.
• Merck & Co. – $46.84bn.
• GlaxoSmithKline – $44.27bn.
• Sanofi – $40.46bn.
• AbbVie – $33.26bn.

I would suggest that the perfect storm for Synairgen investors is fast approaching.

Good luck, Brighty

Exactly. I've been invested here since 29p and based purely on what we know so far £8-10 per share is my prediction. Numis know what they are talking about, financially, and so do The Lancet, from a medical / science point of view. Don’t forget, also, what the outlook section of the Synairgen RNS issued a couple of months ago said, pasted below. It articulated best why we are still on for £8-£10 a share.

"Trial readouts are due over the coming months which we anticipate will add to the growing body of evidence supporting the use of inhaled interferon beta as a potential treatment for patients with COVID-19. These include data from our international SG018 Phase III trial and the US ACTIV-2 Phase II trial in COVID-19 outpatients, with initial data for SG018 expected in H2 2021. Beyond these trials Synairgen is in regular dialogue with government bodies and companies regarding the progress of inhaled interferon beta and its application as an effective treatment in both hospitalized and home-based patients.

In the second half of 2021 Synairgen will continue its commercialisation and manufacturing plans in order to scale up manufacturing and supply capacity, with the aim of making the drug readily available internationally and to meet potential commercial demand in the event of a regulatory approval".

Says it all. Good luck, Brighty

We could now be on for those much heralded dividends from TXP in 2022. I'm up x 5 so far with TXP and that's before the bell this morning. Just hope TXP isn't taken over by one of the big oilers as our mcap is still tiny. That's the danger for me. Back up to February's £1.70+ by the end of 2021 and £2.50 mext year. Good luck, Brighty

Good point made by WIP. There's more on this topic today at Endpoints
https://endpts.com/the-fire-under-glaxosmithklines-emma-walmsley-grows-as-another-well-known-activist-investor-grabs-its-pitchfork-report/
The article supports the various points made by many on here about the billions spent on acquisitions (and R&D) in the pharmaceutical sector. Elliott and Bluebell ruffling GSK's feathers about its pipeline can only be good for us.
Transformational news from Sareum can't be that far off now. Good luck. Brighty

Yes WIP, lots of news flow is due, including the final piece of the SDC1802 patent jigsaw re the US Patent notice of allowance. That should be announced by the end of next month. On 30th July Sareum stated “The Company expects that the patent will be granted within three months, subject to certain formalities being completed”.i.e. not long to wait. We might also be hearing that Patrick Chinnery and his team at the UK-CTAP advisory panel have signed off SDC1801 for Agile in the coming weeks. Then again a licencing or takeover RNS could be next to drop as you say…. Good luck, Brighty

Medco is based in Abingdon (& registered at Covent Garden). Hope that helps. Good luck, Brighty

I'm no fan of the current regime who have diluted the shares I have held in PXEN (with various name changes along the way) massively over the last 5 years. I've always believed in the assets here but do be careful what you wish for. Leo Koot's reign at Columbus did not end well for Columbus shareholders with the merger in to Bahamas Petroleum Company now named Challenger. Those investors that held after the merger which Leo Koot encouraged Columbus shareholders to back are left with shares 90% less than the merger price. I would not invest in something he was involved in again from a personal point of view. I'm sure he has other success stories to talk up by his tenure at Columbus did not prove to be his finest hour. Good luck, Brighty.

Don’t forget that the UK plus size clothing market is estimated to be growing at t 5%-6% p.a since 2017 according to PWC and has been outperforming the overall clothing, footwear and accessories market in the UK. Over the next few years this is going to be very good news for the likes of BWNG. There’s also a good article in the Sunday Times this week about the sector. Page 26. “Larger models are no longer a sales gimmick. They are huge business” is the title. Good luck, Brighty

Numis’ target price is 990p which gives SNG a £ 1.5 billion m.cap. I'd say that is very likely if P3 comes through. Good luck, Brighty

The billions paid in the pharma sector are huge. Otezla was acquired for $13.4 billion in cash (yes cash!) a couple of years ago. Even minnow Kymab was sold earlier this year for $1.4 billion. Every day we are getting nearer and nearer to the tipping point moment for the SNG share price. Richard Marsden stated SNG will be announcing the P3 readout for SNG001 in H2. When the P3 news is revealed the SNG share price could literally soar to all time highs. I have little doubt that Synairgen will be a takeover or major licencing target if the results are as positive as they have been to date. Good luck, Brighty

A negative test will suffice according to Biden.... "show a negative test at least once a week".

President Biden @POTUS
"I’m instructing the Department of Labor to require all employers with 100+ employees to ensure their workforce is fully vaccinated — or show a negative test at least once a week. Some of the biggest companies have already required this: United, Disney, Tyson, and Fox News".

If the UK follow suit testing is very much still in the mix - as most of us have been predicting for quite a while now.

Good luck, Brighty

Yes and I also noted that a negative test will suffice according to Biden.... "show a negative test at least once a week". See his additional tweet about testing below:

President Biden @POTUS
"I’m instructing the Department of Labor to require all employers with 100+ employees to ensure their workforce is fully vaccinated — or show a negative test at least once a week. Some of the biggest companies have already required this: United, Disney, Tyson, and Fox News".

If the UK follow suit testing is very much still in the mix - as most of us have been predicting for quite a while now. Good news for Avct, Odx, Abdx etc

Good luck, Brighty

Agreed. 80p will be just the start when things really start to motor. Don't forget that ABDX was over 130p a few months ago. Anything is possible. The gains listed below from our sector in 2020 could easily be repeated by ABDX in the next few months....
NCYT 7p to 1210p in 2020
ODX 7p to 126p in 2020
AVCT 14p – 215p in 2020
SNG 6p to 240p in 2020
PYC 1.5p to 10.5p in 2020
YGEN 7p- 24p in 2020
N4P 2p to 16p in 2020
VAL 6p to 60p in 2020
Investors (and the general public) are now waking up to the fact that vaccinations are only part of the answer. The end game is and will always be about testing. Great news for ABDX investors.
Good luck, Brighty

Don't forget that Richard Marsden stated SNG will be announcing the P3 readout for SNG001 in H2. i.e. Every day we are getting closer and closer to the big moment. With data already showing that "treatment is leading to a threefold likelihood of recovery" you would have to conclude that if successful - & it has all been pointing in that direction - when the P3 news is revealed the SNG share price could literally skyrocket. It will be takeover or major licencing time if the results are as positive as they have been to date. Good luck, Brighty

Yes spot on Thoth. I think it's just a matter of time before a company such as Merck or indeed AZ or Lilly - all of whom as we know have been in highly successful combo trials with SRA737 - will table an attractive licencing, collaboration or takeover deal. We have seen the billions paid by big pharma for smaller companies. Our patents / pipeline are the key value driver. Good luck, Brighty

Yes, exciting times. Sanderson Capital's 3% investment earlier this year in TYM is looking a shrewd move. 2021 is looking to be the start of big share price gains for TYM share holders. Good luck, Brighty

Quite right. It's looking as though TEK will achieve 35p very soon and 50p could come quite quickly here on the back of Guident, Salarius & Lucyd updates, all of which are due this qtr. Hopefully 100p this year and 200p over the next 2-3 years. Good luck, Brighty

At-home rapid COVID-19 tests detect almost as many infections as lab tests, study finds. Link pasted below. i.e. The LTF sector is bouncing back with positive newsflow over the last 2 weeks. Encouraging for the likes of ABDX, AVCT AND ODX. Good luck, Brighty
https://www.dailymail.co.uk/health/article-9933089/At-home-rapid-COVID-19-tests-detect-infections-lab-tests-study-finds.html

At-home rapid COVID-19 tests detect almost as many infections as lab tests, study finds i.e. LTF sector is bouncing back with positive newsflow over the last 2 weeks. Encouraging for the likes of ABDX, AVCT AND ODX. Good luck, Brighty
https://www.dailymail.co.uk/health/article-9933089/At-home-rapid-COVID-19-tests-detect-infections-lab-tests-study-finds.html