Member Info for Doc83

Manifesto, please stop with these posts! Please.

Come on sharedealer2019, that could (and probably was written) be anyone!

RM could have checked in to the funny farm for all we know!

I most definitely do not want RM repeating a negative RNS. I want him giving a really positive outlook, full of smiles and "we've got this!". Look at Zelenskyy... he doesn't say "we've lost 10,000 troops so far". He says "we've killed 10,000 invaders!".

At the very least it would be nice to know he is alive and didn't jump off a bridge on 21/02.

I've said it before, but anyone who thinks this is normal behaviour for a CEO is sorely mistaken.

Soonbetime- I have increased my holding by 66%, which cost about 15% of my original book cost!

Why? I am still hopeful but I think the upside is now significantly less than what I thought. So I wanted more shares to still take maximum advantage of this. Also, the extra cost seemed almost insignificant next to the losses!

I take little notice now of what Polygon are doing. For all their supposed expertise and resources, they’ve done as badly as the rest of us. So far.

But presumably if they are still buying then yesterday morning would have been the time, so you’d guess a TR1 would land after market close today.

Tommy, that’s an indication of how beaten up we feel!

I do hope and think the next RNS will be a positive one.

You must be a short term holder if you’re happy and think that’s a corrective rise!!

Manifesto, you’ll now know that my horse picking is about as good as my stock picking! :D

Manifesto...

3.30:
Song For Someone, each way bet! ;)

Andybe4, you could well be right. But there is always an outside chance large pharma will buy up the idea, patents, biobank etc for 50-100p in the short term. A long shot, perhaps.

I do also wonder how much worse it can get. I suppose:

- merely average ACTIV-2 P2 data.
- no positive data from the SPRINTER P3 deep dive analysis.
- no decent long Covid results.
- Polygon selling out (IMO opinion unlikely, but you can never be sure, especially so if their rationale for staying in was ACTIV-2).
- fund raise (I think they will need to offload some of the expensive senior recruits from 2021 to avoid this).

For me now, I am hoping that we get fairly decent ACTIV-2 P2 data, they find a bit of a gem in the deep dive, and then we sell out to large pharma for £1+. Expecting anything more than that I think is fairy tale time.

HSD - Polygon apparently knowing more than us has not helped them so far.

nessab, the 3rd March RNS said it was paused. This RNS says it is cancelled.

I sincerely hope they do manage to construct a new trial or find another one it can jump on, but it’s yet more uncertainty.

The only positive I guess, is that how much worse can it get from here?!

I wonder if RM will front up to the cameras, now that we have some certainty? Of course not!

JoeyDiamond - good to see you on here. Some reassurance, but a long game from here now.

Hugely disappointing news and was something I feared.

This is now a very long term hold for those of us with an average in price north of £1. The only hope I can now see is that the deep dive analysis throws up some gems and ACTIV-2 P2 data is spectacular, in which case we might be bought out by large pharma for £1-2.

But after reading SAB’s P2 data which IMO wasn’t great, I do not think ours will necessarily be as spectacular as we need it to be. And if it was incredible, why pause and then stop the P3 trial?

Finally, for those continuing to believe in Polygon… this again proves they do not know anything more than the test of us.

Stick these shares in the bottom drawer and forget about them for a few years.

Manifesto, I applaud your enthusiasm. But I’m not sure we are that close to success.

A lot now hinges on ACTIV-2 P2 data. If it’s really good, then I can see a bounce back up to 80-100p. I’m not counting on the deep dive analysis on SPRINTER P3 throwing up much. Certainly not enough to EUA on.

One thing that makes me slightly nervous on the ACTIV P2 data is that I was reading SAB’s phase 2 data and RNS, and it didn’t seem that amazing. It missed various endpoints from what I could see, but showed encouraging trends to be put through to P3, which we now know has been stopped.

A quote from SAB:

“Aside from the key virologic efficacy measure used to determine advancement to Phase 3, other endpoints measured in the trial did not achieve statistical significance. Similarly, the limited sample size and protocol shift to low-risk patients also meant that low numbers of hospitalizations or deaths were expected in this population, and few were seen.“

I obviously hope Synairgen aren’t similar… for example, encouraging trends again and put through in hope and because we are a bit different.

Tommy - odds of this happening? Extremely slim, I’d say.

Titania, the biggest news event in Synairgen's history. The largest one day SP fall in its history. It's very existence in doubt.

And you think it is normal/correct for the CEO/leader to go radio silence?

With respect John117, we need to wait to see what happens with Synairgen before deciding that.

If you get a definitive answer on that one, let me know and I’ll either sell or buy more shares!

Aether, Polygon got it badly wrong like the rest of us. We thought before Miserable Monday that they might know something we didn’t. Turns out they are just like us.