Member Info for Dibs61

‘Han..ck saying the only other vaccine before April next year’

If true all of Which now means dramatically reduced vaccine roll out expectations. Market was expecting AZN to be the ‘big one’.

The question of potential ‘customers’ ie.governments pre-ordering is interesting. We know that SNG have stated they will be producing up to 100k treatments per month early 2021. Firstly you do not commit to this level of productivity if you haven’t already established there is a potential market out there for your product. Secondly because the trial is global we can reasonable expect demand to be across multiple countries, particularly those worst affected with high numbers of cases. Take the USA for example. Now approaching 250k new cases EACH DAY. It does not take a mathematician to work out that the USA alone would easily absorb all that SNG can produce. Even if their case numbers halved that would still be the case. SNG001 will fetch the highest price in the USA. Certainly in the ballpark of Remdesivir @ $3k if not higher due to the greater efficacy of SNG001.

Is there a market out there for SNG001 next year? You bet there is, and some. They won’t be able to keep up with demand without taking on more partners.

Oak - indeed! I was being polite.

Anyone who knows Croydon University Hospital (or ‘Mayday’ as it used to be known as) will know it does not have the greatest reputation locally. You don’t want to get ill and go there. And I should know as a local boy.

Enrico - the WHO vaccines representative David Nabarro has stated that at least two thirds of populations would have to be vaccinated to achieve effective herd immunity.

I seriously doubt that can be achieved not even next year for a number of reasons. Logistics, production constraints, non-take up etc.

The market has got way ahead of itself in terms of expectation of vaccine coverage and ‘back to normal’ imho.

Boss of MHRA confirms they have data for ONE month after second dose of Pfizer vaccine. I’ll just repeat that, ONE month. And they are happy with that? We are supposed to believe, and accept, that ONE month is enough to be confident of no long term side effects. And let’s remember this is on a selection of 40k people - half of which got placebo anyway so actually 20k.

There is also no evidence that the vaccine will reduce transmission.

This approval has imo been forced on the regulators by immense political pressure. Far too hasty.

Woodstock - the company has advised the market it anticipates P3 trial to commence in Q4 2020.

TW advised last week the trial start was 'imminent'. It may well be that outstanding matters are beyond their control. I know its frustrating when you consider the miserable SP performance but I do not think they will be able to tell you anything because it is extremely price sensitive information.

When you consider it’s a truly global market we’re talking about the main ‘problem’ SNG will have upon successful P3 trial approval won’t be competition it will be they can’t come anywhere near meeting the huge demand! Which is where the licensing/partnership or even T/O becomes almost guaranteed.

Shan - you ‘think’ there are other trials? What other trials? Specifically Phase THREE trials?
Do they use exactly the same type of interferon beta or delivery type? I’ll wager you don’t know that either. ‘Missed their chance’ so the fact they are ahead of all competition, and even if they weren’t you do realise the therapeutics market is unlikely to be dominated by a single player don’t you.

It’s a very weak post in terms of fact based and on substance shan. Just uninformed opinion. Perhaps you should spend less time judging the falling SP and more on credible research.

I think we’ve seen the low now. Bounced a couple of times off 3.3.

Reckon we’re going to creep up toward 3p in next couple of weeks in anticipation of the main results. Firmer gold price will help a bit too

£1 is very conservative in the event of FDA approval imo

We are talking about massive markets here and even if Angle were only to take 5/10% of them we are talking multiple pounds.

Yes 50 50 is fine esp as Andromeda would be contributing but agree with Carib we want control so we can dictate pace. Bigger companies Andromeda $500m would move more slowly as they have multiple projects and for them this is not a really big one (yet)

fre - it is not a pharma. No drugs. It’s a diagnostic.

Parsortix product unique. No other product can do what it can do. I agree about placing and steady minded approach but this is a GOOD price for entry no question.

Here come the 10%’ers lol

Jupiter - have they finished?

Dummy sells < 25k @ 40.5
Over 25k @ 40.3

Technically we’re actually UP today by 0.25p with some decent buying interest.

I’m intrigued with the suspension at Andromeda. Guess it’s nothing to do with our interests.

But it seems to be very important that the SP is down by 0.5p to 2p every day. No exceptions.

I think there’s only been two ‘blue’ days in the past 3 weeks and that was only because of an uncrossed trade!

It’s a remarkably strict control on the price - very consistent.

Volume is very light. Feels like this is designed to grind down investor resolve.

HOLD firm! Better times are on the way.

Just a month ago this stood at 184p. So much can happen so quickly. It seems a long time ago now.

The point being that things can change again - quickly. The commencement of P3 and first dosing should soothe a few nerves. And asleep the while it looks like USA could be the wild card here.

MAJ Ooooo you tease.

‘I won’t say much, but...’

All I want for Christmas.... is a JV!