Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Reason to be cheerful:
1. Polar will have sold and exited soon? (one less big seller)
2. Deep dive into P3 data expected soon. Will Synairgen find decent evidence (even if a 'trend') confirming with who and when it works best?
3. What comes from that? EUA? Input into Activ2 P3 trial?
4. Covid in the news more (upwards trends suggesting next wave and bad news from China - obvs not news to be truly cheerful about).
5. Effects from Russian invasion of Ukraine meaning shift from Bonds to Equities?
6. Poly will get to 29.99% soon? (Although what effect might this have? SP no longer 'held' around 25p ?)
7. More details on Activ2 P3 and other platform trials?
Anything else?
I think they're trying to keep the SP in the 20s. Wonder what might happen with any of:
Company RNS highlighting plan ahead
Company RNS with analysis and explanation of trial data
Data from Activ2 P2 revealed
Commencement of Activ2 P3
Inclusion on to a platform trial?
News from Polygon
Although I'm happy for the SP to fall a bit - it'll provide a better buying opportunity.
I've only skimmed the de-ramping posts, now and a couple of weeks ago too. Over the past 12+ months, it's clear to see that the de-rampers all swarm in at the same time and so are highly likely to be coordinated.
So why are they coordinated? Because someone wants to drop the price down, so that they can snap up cheaper shares.
And they want to snap up cheap shares because they know the 'imminent' potential of this share.
That someone (Polygon?) are likely to be very well-informed on the SNG's potential.
So... When de-rampers swarm in, ironically it's a sign of strength in this share.
Agree AJ. Whenever there has been SNG specific news the SP seems to rise (although not always) only to return to (or be brought down to by Poloygon?) the placing level of 170/175. Maybe this rise is more solid as there are external factors at play?
I've always though the results on Results Day would be binary (success - failure), but wonder if there are three potential results:
1. Doesn't work
2. Big success
3. Some success
Which means that it may not necessarily be a case of **** or Bust on results day?
Owl, who knows?!
The SP has annoyingly drifted down in the past when there has been a lack of news, delays or maybe short term holders waiting to get in at a later date?
There will be more RNS news coming, such as last patient dosed for Synairgen's own P3 trial, but in the past small bits of news or even bigger news like the Lancet peer review last year, haven't budged the SP upwards that much.
Maybe the SP is artificially low, due to the likes of Polygon building up their stake? And a TR-1 from them might move things up? As might any sentiment drawn towards Covid shares, if and when a Covid winter kicks in?
For me, I think it's disappointing that progression to stage 3 of Active-2 hasn't generated a ton of PR, especially Stateside, as I think we're still a big unknown to many investors. Perhaps there will be more PR stories to follow? But I expect these will be a bit of a drip-feed E.g: interviews, in the absence of any big news such as stage 3 read-outs or any financial deals or orders.
It does seem a bit ridiculous that we have more knowledge and Synairgen have a better probability of passing phase 3 (both trials) now, than in Sept 20, but that the SP is still significantly lower. We are where we are, but to some who want to top-up a bit, now looks like a pretty good opportunity!
Turns out you can catch Covid twice. I caught it in Mar/Apr 20 and just took a PCR test for what I thought was a cold and I've got it again. First time symptoms were mild, then breathless for 2 weeks, then long Covid. This time, mild and then went to my chest and then went away. So looks like antibodies and 2 x AZ vaccine helped take the edge off of it, rather than prevent it. And looks like Covid could keep on coming back again and again and there could be a role for SNG001 for quite a while too.
Looks like the vaccines don't always stop the double-vaxed from getting Covid, but might reduce the risk of catching it and certainly take the heat off of it. More like the flu-jab rather than say the measles vaccine?
But, some / many double-vaxed are still getting seriously ill or dying (as well as non vaxed of course).
Natural immunity shown to be better at prevention than vaccines (Israeli study).
So, UK government are adopting a herd immunity strategy of the double-vaxed?
But, want to keep deaths and serious illness low.
We're at higher levels of infection than this time last year, kids back in school, so most likely a surge of infections on its way.
To complement this strategy the government surely needs therapeutics now as much as ever before.
So, if SNG's successful results come through, then surely an opportunity for an EUA?
Oh! I forgot who's in power!