Member Info for dippfs

Tommy it was my understanding that we aren't pursuing platform trials due to the epic amount of time it took to get the ACTIV 2 results.

Sorry thought I’d was Sir Steven ! LOL !

Sir Steven Holgate had more gaffes than Prince Phillip ! I’d take anything coming from his mouth with a pinch of salt !

Sharedealer to quote from the report:

The Company's cash resources are sufficient to cover its plans to design and establish data from an observational study and two investigator-led/Synairgen-sponsored Phase 2 clinical trials.

This and other observations lead me to the conclusion that there is not going to be any partners involved as it stands - at least until these 2 trials are completed.

There is a third side to that coin share dealer - delays means they have less money to work with since it is basically another years worth of expenses to pay out before they even get started. More likely that there is just 2 trials as they realise they don’t have enough funds for any more than that.

I would say the headline from the half year results are more delays in the new trial - H1 2024 ! If it takes them until June 2024 to get a new trial up and running it is not going to be a good look !

Interim results should be due Sept / Oct ish. I would for sure be expecting a company update at this point as well which will hopefully put more meat on the bones around the trials.

So we should have universal update in September, and half year interim results were 29th Sept last year so if they are similar this year we should get those soon as well. Interims might hopefully put some more meat on the bones about how these new trial plans are progressing.

I don’t see how they can possibly be not ready for this year. They have literally had nearly 2 years to map out a plan and execute.

Hi all. If we are doing 5 trials in winter, with say 50 patients in each just to use a random number. Would that be 25 SNG 25 placebo ? Or is there a possibility that the data from UNIVERSAL will be sufficient to act as the placebo arm meaning all patients in actual trials get SNG ?

Thanks Wigster and Doc for the update, it is much appreciated.

Grant of options is literally a non event. They get options every year as part of their reward package. Doesn't mean ducks are being lined up or something interesting is going on behind the scenes. Im on holiday next week unfortunately but would have loved to attend the AGM. Progress is poor to say the least. Morale is very low.

Yes I have seen these. I guess we will have to wait for further details and see exactly what the new trials will be for and what the endpoints will be. But you would assume they are going to be completely different to what has been tried before hence them wanting to do it on a small scale first. So my original point I was trying to make is still valid.

I have been invested in Synairgen since 2020 so the flu and asthma are before my time I must confess. But having looked through the RNS at a high level, it seems to me like there is a difference between taking sputum samples showing a reduction in viral load, versus progression to severe disease and death in high risk patients. Correct me if I am wrong but I dont recall SNG001 being tested specifically in this area on Flu and Asthma. And if it has never been tested before then it would be a big risk to jump into a large expensive trial on this basis.

Having slept on the matter, if we assume that SNG can for sure design a trial for the covid element of this. But really and truly this drug hasnt been trialled in this way on the other elements, flu / rhino /etc etc etc. So instead of spending huge money on a phase 3 for it to flop again, small trials to test the theory probably make sense before they go all out on the big trial. Like a small trial to confirm this drug will work in a similar way on the other viruses then it does against covid would make perfect sense to me.

I don’t see a strive announcement on results day. They would have to announce this as soon as it is confirmed, they couldn’t just hold onto this information to release when they prefer it.

Spacman the US govt has already proved it is willing to invest in synairgen as we were on the ACTIV-2 trial. The outcome was that a P3 was recommended but due to ACTIV-2 closing they were looking at alternative trials to further this research. STRIVE seems like a natural progression to me.

Hopefully the full year results should put to bed the debate around the cash position.

£105M loss huh. Do any maths whizzes have any thoughts as to where their average might be on that basis ?

14p is still 90 odd % down from the sprinter result. So I think we’re more in parking ticket territory than speeding ticket !