Member Info for Doc83

The SP is still nicely up on the week. We are “one day closer”. My reasons to invest has had a few additions following the news earlier this week:

- Previous trial results, including advancement to phase 3 in ACTIV US trial, are supportive of a positive outcome.
- 80% of phase 3 trials succeed.
- Excellent management team who have worked on this for many years.
- Recent recruitment drive to senior positions.
- Science supports the case for IFNb.
- Ingredient is a naturally occurring protein.
- Broad-spectrum antiviral, already proven (in vitro) to work on multiple variants of Covid-19.
- Different to current crop of therapeutics (inhalation).
- Could provide basis for other treatments, Asthma/COPD etc.
- Brokers positive. Numis price target of £9.90, Dr Paul Cuddon experienced in covering such stocks. Finncap also positive.
- Omicron, an even more urgent need than ever before for a variety of therapeutics.
- Vaccine hesitancy, more people becoming disillusioned with vaccines. May need to rely more on therapeutics.
- Represents a good risk/reward bet.
- Polygon/Polar taking significant stakes in Synairgen.
- Finncap upgrade.
- Commercialisation agreement signed with Ashfield, owned by UDG Healthcare (former FTSE250 member before being bought out in 2021).
- Several senior job roles advertised focusing on the US.
- Synairgen Incorporated set up in the US.
- Video from Synairgen on 17/01/22 saying “we’re ready”.

*or

What I would say is that Polar can probably work out where their shares are going ;)

FTC, correct. There would be no direct contact of collusion.

Come on Fruits, quit with the semantics! Dump, sell, offload… point being, they have sold 8 million shares over the last month or so? That’s a good chunk of shares.

As I said, it doesn’t bother me in the slightest. To me it is an odd strategy but so be it. Their loss!

For me it is very odd behaviour. They’ve held for this long and then decide to dump their stock quits literally days or even hours away from the results.

You don’t buy SNG as a value stock, looking to take in the dividends. It’s a boom or bust. They would have known this when they invested so yes, odd decision IMO. But hey, fund managers regularly make complete howlers and I’m sure they believe there’s method in their madness. It certainly doesn’t make me jittery.

Denny - I’d argue this is now more than a top slice.

Re the soft close, TheSchnoz is bang on. If a fund becomes too big, it limits its ability to buy some stocks. For example, if you’ve got a £10bn fund and they want a 2% weighting of that in SNG, they’d need to buy 100m shares, or half of the company! They are ultimately less nimble and unable to buy and sell easily.

Terry Smith of Fundsmith fame is a good example. His fund is now £26bn so he’s having to buy more of the mega cap stocks… PayPal, Microsoft, FB etc.

It wouldn’t be jail time. I’ve mentioned before that if there is a big seller the MM can go out to those they know are buying. So FTC is wrong to just dismiss that comment. In fact, I’d put money on it that the MM’s have done exactly the above.

Well, they kind of are. Polar are dumping shares into the market and Polygon are gleefully snapping them up!

Docdaneeka, I can say with almost 100% certainty that it will be Friday. I am out at back to back meetings morning, noon and night so will miss all the fun :)

I’m fairly confident that SNG and the US have been talking. Maybe SNG went to them with some early P3 data analysis and asked the question, if it turns out at full readout to be that good, do we get an order? Maybe the US approached SNG on the back of what could be great Activ-2 P2 data and said once you have your SPRINTER data we want to have a look.

I struggle to believe SNG have signed all these agreement and are recruiting for so many senior positions if they didn’t at least have some kind of guide from the US

Largest volume yesterday in a couple of months. I thought Polygon were done with buying and I was a little surprised when the TR1 landed last week. So now I wouldn’t be surprised to see another one land tonight.

Another day gone. We know they know, but seem to be prepping everything ready, so it makes me wonder what duck they could be lining up next?

But you didn’t actually say anything. Just that your source told you RM “is very bullish right now”. No ****!

I’ve defended you more than most on here but that was a pretty pointless post. If you can’t back something up with evidence, just don’t say anything at all.

Andybe4, absolute b0ll0cks. I have a source…

Congrats BC!!

Docdaneeka, going to have to be careful at the SNG party… you nearly wooed me with that talk ;)

I don’t need any push notifications for RNS’s… I’m signed up to LSE. Whenever I clock a TR1, I come on here within seconds of it landing and there’s usually already a dozen posts!

“The Head of Commercial Finance will be responsible for supporting the Commercial function through LAUNCH of our investigative candidate SNG001 into the US market”.

I still can’t decide if SNG are truly wanting to go this alone or if it’s just making them oven ready to be taken over. JV certainly looks less likely. Everything seemingly being put in place so what could a Pfizer off? Manufacturing scale up perhaps?

That’s some serious toilet reading material. Does anyone who understands it care to summarise it in a few lines?

Upupandawaybby, I’d rather didn’t go back up to 210p and instead have Tremendously Terrific Tuesday and an RNS with blockbuster P3 results!