Member Info for Daveweld

Would expect sales projections re aihl once various trust discussions and timelines are agreed,
Would expect cov19 lamp sales announced as and when received,
The sentiment issue and alleged mistrust of gdr only occurred due to bc tie up on expected fda eua approval and expected significant sales, gdr did not mislead anyone over this, fda did not approve what was an excellent test as was deemed sufficient supply was in us market and no further approvals required, bc also had high expectations and were disappointed with lack of approval,
was a tough decision and lesson learnt for bod who had high expectations having put back poc development to facilitate bead test.
Best get over the past otherwise you can end up bitter and twisted missing out on future gains with great product line up.

Hoping to see gsa capital closing out their 0.91% short position believing 27/28 to be the bottom,

What a load of tosh some people post,
I assume most invested have done research and can see through the bs,
£6m in bank at end March 22,
Cash burn with no sales @ £400k/ month
That's 15 months before cashless and lights turn off.
( lights wouldn't actually turn off, the worst worst case would be a very easy raise some way down the line with excellent product portfolio)
If you believe that in those 15 months gdr won't sell world first test with global positive reviews and fantastic lamp cov19 test them go away and allow those interested in gdr to enjoy the bb....
Have been in/out over past 2 years and never been as excited about an investment, with a firm long hold now established following last weeks news....
Good times ahead ignoring as usual the intraday highs/lows of the aim market...
This isn't a standard lifestyle aim company, it's cutting edge science, well I presume that's what you call a world first.....

For what it's worth my simplistic understanding of things at present....
Poly not being purchased via index...
Stress index not ftse250 listing,
Does not affect general purchasing ability just removed ii index tracking buys....
Lots of mischievousness occurring linking poly to evr (deliberate in my eyes) to unsettle holders,
Evr was suspended (and poss will be delisted) because in excess of 60% ownership in Russian hands and low free float..
Poly on other hands has known 12% Russian ownership with 75% free float, any attempt to suspend poly would surely be met with a barrage of legals.....
With the precedent that any Russian ownership in any company could/should be suspended,
Any Russian holders of Facebook, alphabet, Tesla, shell, bp, gsk !!! The list is endless.....

https://www.fda.gov/medical-devices/coronavirus-covid-19-and-medical-devices/sars-cov-2-viral-mutations-impact-covid-19-tests?utm_medium=email&utm_source=govdelivery#omicron

https://content.govdelivery.com/accounts/USFDA/bulletins/2ff2446?reqfrom=share

FDA just issued an update on multiple tests impacted by omicron variant, the list is extensive

Products appear top notch, db is quite aware of his sales shortcomings hence distributing via bc and mountain, with the (1.2bn) Indian market now as a low margin high volume backstop and high margin sales being pursued by bigger players/distributors to me appears a good price to load up and wait it out, this is the end game being played out, the real deal imho,
not the months of pump/dump that we have seen previously,
Exciting few months to come with funds getting depleted and sales getting closer, hence sp action, no one really knows outside of co what happens next.

Hi,
Would imagine if any forward selling was going on it would be done via peel, peel are currently on the bid not ask so I believe they are accumulating for someone, possibly yesterday’s buyer… pure conjecture of course.
Regards
Dave

First post on the Avacta chat for me...
As a long term investor, I buy into the multiple opportunities available here for growth..
No one trick pony....
Multiple new collaborations have been added since my time invested to further enhance long term value...
Regarding bams and lft..
Yes timelines have been missed, sp has dropped from previous highs...
I take these opportunities to add small amounts to my long term plan.....
I believe in the company, that Avacta will never be able to meet demand for test (once out) and will sell each and every test produced....
If you don't believe in the co, selling your shares rather than incessant complaints abusing the md and co in general is probably the better option for you, too many are chasing a quick buck and flip, value here is long term any short term spikes are the icing.... I’m sure there are many with a long term view similar to mine....
Regards Dave

“ Investigational New Drug clearance and Expedited Regulatory Pathway granted from the FDA”This for me is by far the stand out item of news today...Huge.....

Thanks for the info mr big.... puzzling situation to say the least....

Theboyg,
Ordinarily I would completely agree...
However,

"In March 2019 the Data Safety Monitoring Committee (DSMC) completed its planned safety review of Part 2 of the trial. In its review, the DSMC did not identify any safety concerns for patients currently enrolled and it endorsed"

This sng001 copd data is prior to the covid trial....

eua was given for hydroxychloroquine prior to being revoked, showed the desperation of the ongoing situation,

compare to
Sng001 safety data from 2019....plus covid trial builds a compelling picture with good safety profile imho

I am a bit curious about the phase 2 study with 100 patients in trial,
With a 79% success rate, fabulous results yet some peers appear to be questioning the study group size and validity of result (as chance!!!) surely Synairgen would have done due diligence prior to p2 to ensure sufficient enrolment to meet required end points.... as a side note, seres therapeutics rose 500% after successful p3 results with 182 participants..... no great Number in itself....
As an investor I am biased, however
Can't help but feel that in middle of global pandemic where some drugs have received eua despite major concerns that Synairgen with excellent historic safety profile should have been rolled out sooner, obviously I would not have had opportunity to invest in the 70/80p's but from a health benefit point of view, I find this non rollout of drug by authorities rather puzzling....
Regards
Dave

Hi all, things seem a little fraught here at times so I’ll give you the perspective of a new Synairgen investor,
Thought I had missed the Synairgen boat, fortunately for me whilst always keeping an eye on the company sp was massively oversold on vaccine news and then some with sentiment disappearing overnight, what an opportunity for new investors, I accumulated over a couple of weeks, normally I’m underwater for a few months on new investments, not here, In profit already, looking at 1-5 years on my investment, I have a company mcap 200m 80m in bank about to commence p3 trials after sensational p2 results.... sometimes people lose sight of what’s before them... look at the figures, everything stacks up here for a great long term investment.... I am delighted to have had the opportunity.... exciting future for sure.... best ignore the regular trolls that invest most boards and trust your instincts... regards dave