Member Info for Doc83

If that is true, there is no reason why this shouldn’t pop straight to ~240p tomorrow morning.

joteller - absolutely it’s possible. My gut feeling says there won’t be another party enter the fray, though.

Sanchez - I tend to agree with you. But would just add that the BOD are already toxic with each other… look how they slapped down ADVT’s offer on Monday.

I don’t know Vin Murria, but she could make them sweat for a bit before agreeing. I just don’t see how ADVT can match, never mind beat NFC’s offer. And if she can’t match it, she’d surely be cutting off her nose to spite her face and all ADVT shareholders if she rejects it.

Size82, already topped up again earlier this week and increased my holding post 21/2 by 166%!

HSD - to be fair, I think we are slightly misunderstanding each other. I'm more on about the SP.

We both know if we get a Polygon TR1, the SP will add a pence or two. That's it. However, a TR1 from a new investor...now that would be interesting!

As it is, the SP is up less than a penny since last Friday's close. Quite depressing and I think the SP deserved to go up a bit more than that after Monday.

I'd also point out that the market seems to agree with me. The SP is currently lower than where it was when we had the first post 21/2 TR1 from Polygon.

I think the fact they have increased their holding so significantly since 21/2 suggests they are confident, and the news on Monday should mean it is as high as ay any point since then?

I don't think anyone is expecting a fundraise anytime soon, are they?

Some investors seem fixated on what Polygon do. They proved they are human by buying up £millions pre 21/2 and losing (on paper) their shirt on SNG.

HSD - I suppose time will tell if they are still buying.

In reality, it matters not a jot. They have clearly shown they are positive on SNG so another % here or there won't make much of a difference to the SP.

Yep, a little strange. And NFC up as well, so offer more like 250p.

Maybe the market concerned Vin Murria/ADVT May block bid. They have the shares to do so.

SD2019 - you were talking about TR1's days ago!

I bought in here on Monday after watching this for a long time (I previously held ADVT from issue but sold a while back after losing patience them holding the cash for so long).

Was please to see ADVT bid the next day! But wasn't sure it was going to pass... it just didn't look good enough to me. Anyway, I expected it to immediately jump to around 240p (just below the 247.5p bid) and was surprised to see it down at 210p. I doubled up at 215p and am hoping to see 230p.

Not sure what ADVT will do here. Or indeed what they can do. I don't think they have the ability to bid higher than Next 15. Clearly there is no love lost between Vin Murria/ADVT and SAA. So will she dig her heels in and refuse to lend her support to NFC's bid? They need her shares, after all!

Bannos8888 - I am fairly sure that is correct. After all, it was trialled on patients at home.

We need that update from SNG next week to be good. A clear plan ahead. Not “we’re confident this drug deserves another trial and are having interesting conversations”.

Breaking all my rules and just topped up again here. I’ll like try (and probably fail) to trade this block of shares, though.

Average in price has dropped to 85p.

I’m very surprised to be able to buy at 29p after the deep dive and post conference smiley RM. So I’ve put my money where my mouth is.

ACTIV have had the P2 data presumably since the 20th October (7 months!), when it was announced we had progressed to P3. Surely, if it was so mind-blowingly good they would have already pushed for it to have been submitted for EUA?

I just can’t get my head around how so many months have passed by and they’ve not give Synairgen the data. They must know that data could be vital to a company’s survival and I can’t see any logical reasons you’d not let them have it?

Yes, great find.

“…to develop candidate COVID-19 antivirals, especially those that can be taken in an outpatient setting…”
“ the most promising will enter late-stage preclinical development”.

Logically, you have a drug which has passed an NIH phase 2 trial so SNG should at least be considered?

Agree, Manifesto. Nice to see RM back, and looking happy.

I've been critical of his lack of communication...it's not difficult, and I personally find he's good in front of the camera, so get in front of it more and keep us updated, even if's to say there is no update!

Roll on next Wednesday for the general company update.

Agree.

I’ve been very busy today, just about managing to squeeze watching the RM interview in and my one post view on it.

I’ve now watched it again and like RM saying “they’re in a serious of positive conversations” or words to that effect. He does seem rather happier now compared to his previous interview… I think there’s more positive news to come and while the SNG SP continues to baffle me, I see more upside potential than downside in the immediate/short term, such as:

- potential platform trial.
- ACTIV-2 P2 data reveal (we know it has to be half decent as we were one of only a handful who passed through to P3.
- more deep dive analysis and possible long Covid data.
- TO or JV not beyond the realms of possibility.
- potential EUA, although I think this is an extremely outside chance.

Downsides? Hmm, I suppose not being at least given the opportunity of a free platform trial. But RM seemed so chipper when talking about this, you’d have to be disappointed if we didn’t now at least get this. If this did happen, I suppose we’d be back to trying to fund our own trial which would mean a fundraise, dilution, SP significantly down.

But yes, in summary I’d be more inclined to top up than sell right now!

I agree RM can’t talk about takeovers or EUAs, but I really do hope that is going on behind the scenes.

Good analogy from Tommy that a platform trial is our lifeboat and would mean we rumble on. But we’ll be looking at a year+… trials just aren’t quick things.

Where the bloody hell is ACTIV-2 P2 data?! Can anyone think of any reason(s) why we shouldn’t have received it by now?

LOL. Some people on here… beggars belief.

We are listed on AIM. For those that don’t realise, the ‘I’ is for INVESTMENT. We’re not giving money to charity here. We’re investing in a company to make money. And invest we did when SNG asked for £80m from us all. As shareholders, we have a right to know what is going on. Communication has been appalling.

I’m willing to wait to see what the company has to say next week but if nothing by the AGM, it would be right for questions to be asked.
I do think we’ll get something next week, though. They announced simultaneously that deep dive would be shown and a company update a week later. Got to be more than a coincidence.