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It's not a Black Swan theory, all the time dispersed bread crumbs were easily visible for all to see in fact. So SNG001 ....it does work and the mode of action all supports its early use for certain at risk groups to drastically reduce hospitalisations. I was thinking the same as you wpa5. My thought was in connection with possible EUA for new emerging serious viral threats where the globe is definitely at risk from the next world war V respiratory event. Its only a matter of time given global population growth and interactions with other biosystems where viruses circulate.
Also, as I said before, with good 2022, is Q1 2023 the time for the share consolidation and big US marketing campaign to private investor base with this new guy in the BOD and strong growth forecast for 2023 with carrot for high volume super absorbents in 2024+.
Its clearly a relationship play. The acting CFO will get a real good insider view on ITX and be able to cross inform opportunity insights back to potential suitor. If the growth is strong at ITX 2022 and pipeline looks good then why wouldn't Bemis consider ITX as its new growth engine bolt-on?. All makes sense for 2023 fun and games to watch this evolve as SAPs start to come on stream or insider news thereof...
BBC News - Covid: Leftover swabs to be tested for other viruses in the UK
https://www.bbc.co.uk/news/health-64209168
Interesting read. Basically, genomic starting to drive holistic identification of emerging threats. Could resonate well with our holistic agnostic treatment.
People focus so much on infection severity, forgetting that a rapidly mutating highly infectious disease is not good news. Global fear may eventually tip SNG001 into its next large sponsored / partner based trial and that could be soon IMO.
Gradual January SP uptrend expected to align to H1+H2 out performance announcement soonish and raw materials uptick observed by our diligent team members here ... Then we have the prospect of the share consolidation and US marketing campaign into new US investors to look forward to presumably by end of Q1. Once US investors get hooked in that will then drive SP appreciation back up to 10p area (pre consol price) - that is were ITX should be right now with a greater blend of longer term R&D Savvy investors.
SNG Board know they have a life saver here especially for new future emerging / severe respiratory viral mutants. An insurance policy for global health systems large future cost burdens for hospitalised targetted patients. Just read the understated / conservative message from 23Dec RNS ; Phillip Monk, CSO of Synairgen and Lead Author, said: "The results from the SG016[1] Phase 2 and the SPRINTER trial of SNG001 in hospitalised patients, and the ACTIV-2 trial in the home setting suggest that (DELETE word that) SNG001 may be (IS) preventing progression to severe disease. With these data we remain confident in the potential of SNG001 as a broad-spectrum antiviral for high-risk patient populations infected with respiratory viruses including influenza and RSV and are focused on its continued clinical development."
My feeling too. This 'sh*t works for sure with v low side effect profile. I'm very very surprised at the boll*cks share price right now....I think there is some structural problem in big pharma and governments not foreseeing the economic value of this little baby, certainly in 2022. But 2023 awakenings??
OMG Prof...we'll be talking about the X Files and ET shortly causing all of this..too much festive afternoon drinking going on here I see! LETS HOPE 2023 brings some Joy to silence all of this shareholder craziness so we have some proper commercial or clinical stuff to debate.
They have to be reaching out BD / CORP DEV now to tier 2 mid cap specialty pharma and biopharma is my guess in parallel. " If you throw enough mud some always sticks"...thats what they seen tobe doing trying to position this as a disruptive long term agnostic anti infective therapeutic SNG001. I cannot see this drug not filling a gap in the market somewhere so we just need patience...and wait through this difficult news vacuum.
Dear Mani and co. All possible commercial routes need exploring. This is one of the fundemental principles of all good sales or BD strategies. If you dont agree doc go and get yourself a sales job. A few days ago, I sent a message to management via SNG Web site suggesting now maybe an opportunity to co-partner/collaborate with the Chinese Government in respect to a very very large scale Real World Evidence observational study using a patchwork geographic treatment approach (we know it works) . We supply product at cost of goods/manufacture, their local key medical institutes determine the protocol / patient target groups based around the known facts of SNG001 efficacy safety for main at risk and dosing at home formats etc etc and consider our advice for setup and high level reporting. One watches hospital case loads / deaths. We get the data flow in return. Simple. We finance working capital via interest free loan from Chinese Government or small equity raise.
Government takes kudos high ground to release covid restrictions. Economic benefit massive. Risk of using unproven technology from elsewhere is almost nil. Benefit massively outweighs downside.
I think you completely neglected the corp transactions events (M&A and BD&L) quite high probability that could play out here. How did you miss those positive ones?? Odd and unbalanced given the detail on other outcomes
Doc you are taking the stance of big pharma at the moment. There is minimal risk of covid patient deaths TODAY so hence no deal on table to date for RM and SNG as we have seen. This is correct of course from a historical perspective. But what's around the corner given viral potency to evolve? Is mankind just sitting waiting with minimal ammunition like before 2020? Or do we re-arm and prepare for the next battle that will come? We sit and wait