Member Info for Fruitsnveg

Marik,
Interesting that you mention past collaborations and the advantage it brings (DD being a key one, it is rigorous and time-consuming at the best of times so any head-start is good). AZ was a definitely a good fit in 2016. But I wouldn't be surprised either if the likes of Merck, or Roche, or GSK show interest too, all examples. I agree with you - it strikes me that the BoD mentality is "to associate with companies that will maximise the benefit of sng001". This has been a key message from Marsden through the months.

The beauty of Synairgen is that they have an extensive Biobank platform technology which adds greatly to their appeal as an attractive bolt-on (back at the time of the AZ deal, it was reported that "The company has a unique method for drug discovery and development having compiled its own advanced human tissue models for respiratory disease directly from patients. It is proving a far more potent method of discovering treatments for conditions such as asthma and chronic obstructive pulmonary disease than experimenting on rats or mice or using lab generated cell lines. Marsden hopes to test more potential new drugs using this platform, pioneered by the University of Southampton, as well as bringing new compounds into the portfolio. “It enables us to flush out the really relevant stuff,” he said of the technology. “And this is the key – it is a much more targeted approach. It is almost like doing a clinical study in man. The AZ deal has validated this approach. We just want to do more of it.". That was then, this is now, and I can't see how their long-term ambitions will have changed. And yes "multiple partnership deals" would be possible, and nice.

One final point, you said "and especially those that attend their investor meetings". Who were you thinking of?

Doc we already have Milo Marsden, or Richard Minderbinder if you prefer? Smooth talking sea dog that he is. TBF though he'll have the company bankers, advisers and lawyers on hand. I have faith in the BOD's ability to drive a good deal(s).

On a separate note, I've been reading that "last year Sanofi acquired Principia Biopharma for USD 3.68bn. The parties had a partnership deal in 2017 to co-develop a multiple sclerosis drug candidate, where Sanofi agreed to provide an upfront payment and future milestones. The buyout transaction came months after that drug candidate reported positive phase 2 data.". It's interesting to see big Pharma doing partnership deals as a potential route to takeover. I have no idea what's in store for us, but there's some interesting avenues out there if P3 delivers.

Nice bit of research there Barry :-).
Between the deep pools, the sea-lions, our Sailor in chief RM navigating these tricky waters, and the sharks, I'd say we are in for some choppy waters ahead! All we need is a one-eyed Pirate and a parrot... Any takers? Actually, it's oK, it's ben a long enough day already :-)
GLA.

Stu485, it's an NIH-sponsored trial, the Americans own the data not Synairgen. BTW, there are no regulations stipulating how quickly a public statement must be made following the completion of data analysis of a trial. Also you should consider the sharing of information that has been going on amongst public agencies and governments globally because we are after all in the midst of a pandemic. Data may be being reanalysed for robustness, it may be being shared amongst said groups (for urgent public health reasons), who really knows. There are many reasons why we have not seen it, the important thing is confirmation that we have progressed to A2P3. That's all we need to know and that's our market sensitive RNS tick boxed already.

Fizzy, the beef is grilling. Like a good Philly cheesesteak, it should be well done, fully cooked, digestable and delicious. We all hope that's what we'll be dining on. Napkins at the ready.
Greetings to the colonies from across the pond.

I'm glad someone is using their noggin this morning.

A 646 k sell at 9.34am. Niether of the buys you reported earlier are showing.

I'd like it to be otherwise too HeleB, but the reality is (if you read the room on this BB) already unfolding. Sit tight for P3. If I was wrong I'll happily eat my banana, but I don't think I misread the room....

No way will it get to 258 or 300 before P3. P3 is the big banana. Those who screamed loudest to hold and buy all weekend have already cashed in this morning. Ramping only has so much currency. They won't waste the next 60 days banging the drum here. They'll migrate to BTC for November and come back for P3. It will retrace now. No issues if you're a LTH, just hold.

Why February CityTTrader?

Always know who is in the other side of the trade. Know who, know why. Unless you’ve nothing to lose, then it doesn’t matter, does it?

GLA.

Matml
"I can’t see them getting to 30% without blowing the share price up". No? What goes up can be brought back down. We've been there a fair few times, no? This is AIM. The more you own, you more power you yield. I remain watchful until their strategy is quite clear.

The question is; why would Polygon be the only interested party here? We know what we're sitting on. I'd like to see a few of them sling it out tbf, it would be good for shareholders.

Thanks Hank, I'm aware of the Watchstone one, just wondered if there was another example I hadn't followed.

Hanoihank,
"This happened to Polygon when they tried it on another company" - out of interest which company was that?

Thanks Matt, I have a feeling Richard was on Twitter already under a more anonymous account though? Otherwise I've been following the wrong account, which could well be the case.. oopsy:-). Nice to see an official presence from him on twitter.

"Synairgen might sign a deal for outpatient exclusitvity in the States but it would never add in the hospital rights - nor would it be asked." I agree, and I don't think I ever said that. That would be an unreasonable ask. I'm saying I think a big chunk ring-fenced for US purchase if and when results prove to their satisfaction that it's worth buying. Up to them how and where they use it, stockpile it, smoke it or eat it.

And yes, I think it's entirely possible that the UK Gov are playing the quiet card on our European P3 *until* results are known. That will allow UK gov to buy what they need on the back of a successful P3 and shout about it then. And it will leave a ring-fenced stash for the US Gov at a future date. No one's toes gets trodden on this way. The UK Gov bods won't get accused of being last in queue for a British drug, or embarrassingly accused of passing it to the Americans to trial when the need is great here too (because Joe public won't care who got 1st dibs as long as he gets a whiff of it when he's sick in Hospital here in Blighty). In essence, I think it's a political dance where all parties benefit. Seem logical?

Sorry wrong thread.

Docdaneeka,
Precisely. FOMO. All kinds of reciprocal deals were done in 2020 when FOMO was high, we may never know the half of it.

Do you think the USA is funding our trial in exchange for *nothing*? That they intend to join the queue when it proves successful? After learning the hard way with Pfizer monopolising the players board? There is not a chance in hell that that is the case. Zero. The USA have included us in their trial not out of the goodness of their hearts, but, most likely, in exchange for 1st dibs. In the absence of evidence to the contrary, that remains my thinking.

Docdaneeka,
See below links, some food for thought. Who knew pharma world was so full of shady deals?
To answer your question though, no, I don't think we are semi-secret (lol) - if my hunch is correct it's perfectly possible that we've signed NDA's, that's run of the mill stuff in business.
I'm not saying this is what happened, I'm simply not ruling it out because IMO it is plausible. I tend to look for what's hidden out of view. Just because you can't see it doesn't mean it's not there. And if my hunch is correct, then that presents it's own set of (big) opportunities. That really is my point.

https://www.washingtonpost.com/world/2021/10/19/secret-vaccine-contracts-with-governments-pfizer-took-hard-line-push-profit-report-says/
and
https://www.washingtonpost.com/world/middle_east/israel-pfizer-coronavirus-vaccine-privacy/2021/01/27/b9773c80-5f4d-11eb-a177-7765f29a9524_story.html