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Wish. The £2k figure has been talked about for a while. Probably exceptional value if it keeps people out of hospital. Especially if Synairgen's eyes are on the US market for short and long-term (i.e: beyond Covid).
Having said that, my view is that this could well come down when faced with a big order (E.g: stockpiling in preparation for future waves, variants or other pandemics) - but then volume of sales comes into play.
SNG001 isn't going to be given to everyone. It's too expensive for starters. It's role is likely to 'put out fires' as RM suggests.
It'll be those with breathlessness in the home setting or who have been admitted to hospital.
The Home trial didn't produce enough data for this cohort.
I suspect Activ 2 P2, as a home trial may not produce enough data either.
But combining relevant data from the Original P2, Home trial and Activ 2 P2 (a meta analysis), might give more evidence for SNG001's role before any P3 results come out.
I’ve been pondering.
Synairgen's Home trial data was seen as disappointing. Albeit, Synairgen now hypothesise that their focus is: patients with breathlessness, partly on the back of this trial.
In the 'car crash' presentation on the day of Home trial results, Synairgen pooled together some of the data from the Home trial and added it to the original P2 data. Let's call this P2+
Now we're soon to get data from the Activ 2 P2 trial, which is another home trial and perhaps we'll again get disappointing results, because there won't be enough of our sweet-spot of patients with breathlessness and or hospitalised.
So, surely Synairgen will add any relevant 'breathlessness' or 'hospitalised' data from Activ 2 P2 to the 'P2+' data, using a meta analysis?
Maybe what we'll get from any Activ 2 P2 data / reporting is more confirmation that Synairgen isn't right as a broad combatant of Covid, but a bit more data to back up the hypothesis that their sweetspot is those with breathlessness / or have to go to hospital?
But then how would the market react to this? Positive, because there's more proof with more good data to back up their hypothesis? Or negative, because Activ 2 P2 isn't seen as the silver bullet?
Good point Skippys. I'm still a believer that that rumour of moving to P3 had substance to it, so if / when it is announced then 190+ should be attainable on the actual news of it. Let alone other news that might be out there 'imminently' !
Strictly, I've tried to trade 10-20% of my SNG a few times, but not always worked out, partly because I never wanted to be out for very long! The only times I've done OK and lowered my overall average down a bit was to sell on a big fall after big negative news or sentiment (vaccine news and car crash webinar) only to buy back soon after. Just mainly holding out for 'the big one' now though.
I think SNG has always attracted short-term / day traders, partly due to its volatility ever since the vaccine news SP slump. As a result, I think these folk aren't particularly focussing on any 'imminent' big news, unless they get lucky holding shares in their hands when it drops. I've been tempted to 'trade' short-term, but I suspect like many LTHs, I'd dare not to be out of SNG for very long or at all.
Stella. There's no chance that SMS would consider Engine Group. They don't fit with his desire to be 100% digital and wouldn't fit into Media Monks nor MightyHive. And I can't see him creating another agency sub-brand (Look at the problems WPP had with gazillions of agency brands). Surely S4 will continue with the same type of agency acquisitions across the globe and merge them into MM or MH?
Agree. When a patient starts to become breathless, they and their doctors have no idea where things might progress. Most won't end up in hospital, but that shouldn't stop SNG being prescribed to a wider number of people with breathlessness.