The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
what I'm trying to get at is Matt isn't the first on the board insinuate that its the 'placebo' they are short of on the Activ-2 trial, which I believe to be incorrect.
If they were to use the same placebo solution across all 7 current Activ-2 trials, and the same statement around 'limited supply' has not been made on the other drugs Activ-2 entry's (Which to my mind it hasn't) we can near categorically state that there has been a limited supply of our 'investigational agent' (SNG001).
And separately given your professional experience have you ever seen a clinical trial have supply issues for a placebo?
@Scinv - would all of the placebo's on Activ-2 be the same? regardless of delivery method?
https://clinicaltrials.gov/ct2/show/NCT04518410?term=ACTIV-2&draw=2
@Matt, the updated Activ-2 protocol was released on 31st March 21 (Dated 22nd Feb 21) stating the same line 'Participation in phase II evaluations of this agent will be restricted to select US sites, due to limited investigational agent/placebo supply.'
I somewhat agree with you Doc, if the treatment works it should stop 'Long Covid' regardless.
And I don't see that the treatment is going to be able to assist those who already suffer from Long Covid ie the 1.1m in the UK as you have mentioned below its not designed to repair peripheral damage caused by CV19.
that's not true Probitatis,
RM has stated himself 'Plan A is to finish the P3 trials and seek approvals'
https://www.youtube.com/watch?v=nhFqeW6sIXg
I cant work out if you are being facetious Woodstock but a successful P2 home trial is not going to add £1.1bn to the value of this company.
IMO only EUA and/or a pre-order will get us to that sort of level. I predict £2.25-£2.5 ps on positive P2 HT. Higher if we receive conformation the HT data is accepted and integrated as part of our ACTIV-2 P2 trial.