Member Info for Fruitsnveg

great post Matterhorn.

Thanks for the link Florida Joe.

Mr. Big needs to watch this , Stephen Holgate answers so many of his concerns. I'm glad I did, those facts are very reassuring. MrBig?

Know what you own, and know why you own it.

Fantastic manufacturing update that I had forgotten Ghia, thank you for posting.

Big
"If there's nothing to report, there's no progress on manufacturing,"

To be clear, that is not a fact, it is an assumption you have made and accepted as true, without proof.

Thanks for posting SGD27 (and Jakman for brining it to our attention originally).
It's just an interesting read giving a CEO perspective, that I thought would benefit anyone invested, here or elsewhere tbh.

Morning all,

Nice to read through the posts this morning. One of you (sorry I can't remember who...) posted a very insightful and interesting article about RNS's this weekend, Saturday maybe? - it was about what goes into getting an RNS out from a CEO's perspective, the language, regulatory hoops, showing what is involved behind the scenes (e.g. they get written sometimes weeks before release, who knew!).

If it was you and you are reading this, please could you repost? Many may not have seen it, thanks.

For now, we wait, we hope. GLA.

meant "NOW having to answer more loudly to clients (II's)", not 'now', that was a typo.

RacingCyclist, you make a very valid point that should not be underestimated.

Worth noting those funds (Aviva) that declined investing in Deliveroo hugely popular IPO. Why? Due to 'social concerns' voiced by their clients. Times are changing and even the bigger funds are not having to answer more loudly to clients (II's) that are demanding better - green, socially acceptable are those that will thrive in the next decade imo. The investment landscape is changing. PW and team have vision enough to know this.

thanks for posting, very interesting article imo Syn00gold.

An interesting take by the CDC in America today on where things may be goingsource (CNBC News):

"Daily coronavirus hospital admissions dropped steadily from January through February, but now hospitalizations are leveling off. The country saw a seven-day average of 4,790 Covid-19 hospital admissions on Thursday, a 2.6% compared with one week prior, according to CDC and Prevention data.
“I remain deeply concerned about this trajectory,” CDC director Dr. Rochelle Walensky said during a White House news briefing Friday. “We have seen cases and hospital admissions move from historic declines to stagnations and increases. We know from prior surges that if we don’t control things now, there is a real potential for the epidemic curve to soar again.”

These comments from the CDC are despite US vaccinations which are being done at pace. It will be interesting to see where this ends up in a week or 3, particularly in places like Arizona, Florida and Texas that are throwing caution to the wind by binning mask mandates to open up local economies which are well populated and generally older. The U.S. is reporting 58,618 daily new Covid cases on average, up 6.7% over the past week, according to data compiled by Johns Hopkins University. It’s the highest week-over-week increase since mid-January.

I must add to the below the following - Dr Campbell's financial interest in covering drugs in his vids is not divulged (to my knowledge - if someone knows better please speak up). That is point 1 and may influence his coverage. Point 2 is he stated that 'we do not know of any other anti-viral drugs yada yada yada'. This is falseas he has mentioned SNG001 in the past so he knows of it's existence and what it does. I don't understand why he made that particular statement. That's it.

Tattyhead, thanks for posting, it's always interesting to see what's out there.
Some things I note - it's still in Phase 1 (testing tolerability and safety of the drug), so behind us as we already know tolerability and safety of SNG001. IB are well tolerated etc and Pfizers drug is novel so a certain degree of risk there. Nonetheless it looks promising 'in vitro' and potentially promising. Pharmicodynamics (mechanism of action in the human body) still needs to be worked out. If it works it should prevent viral replication they say. Notably Campbell said it would be "very (and he stressed 'VERY') ambitious to get this rolled out by November or December 2021". This drug won't be cheap he added - take note.

"It is a mystery why governments are not trialling anti-viral drugs" he said - yeah, we agree Dr Campbell!!!

To conclude, IMO this is one to watch, to see if phase 1, phase 2 and 3 trials return good data. I think timeframes currently lie in our favour. Interested in others opinions on this?

That's a very insightful document Jakman, thanks for posting.

Thanks Matterhorn for posting, you may need to re-post again during mid-week when the BB potentially hits a low ebb once more...

RM talk through the finer points of how they were thinking commercially, it's great to hear all of that again.

Good point Denny, although in this case it was news in January and Reuters I find to be a good reliable source for general content (not deep dive scientific data). Nancy Lipid has some medical background and is the Reuters Health Editor in Charge. She covers their Covid related content, vaccine, treatment, data stories etc.

Morning all,

Apologies if this was already posted - it's from Reuters 11th Jan 2021 and about Synairgen / Southampton ACE2 study:

"An experimental inhaled form of interferon being tested for treating hospitalized COVID-19 patients may not have a limitation researchers had feared. A potential problem with interferon is that it increases levels of a protein called ACE2, which the new coronavirus uses as a gateway into cells. In test tube experiments, researchers looked at cells that line the path from the nose into the lungs and discovered there are actually two forms of ACE2 - the well known one and a short form that lacks the entryway used by the virus. Interferon increases the short form of ACE2 but not the longer form, they found, which means it does not appear to boost entry points for the virus. "We were excited to discover a new form of ACE2," Dr. Jane Lucas of the University of Southampton, who co-led the study reported on Monday in Nature Genetics, said in a statement. "We believe this may have important implications for managing COVID-19 infection." An inhaled interferon from Synairgen Plc is being tested in late-stage trials."

https://www.reuters.com/article/us-health-coronavirus-science-idUSKBN29G2LT

I'll 2nd that. Have a good weekend all.

gggg21, thanks for posting about Synairgen joining the BIA association today. I must admit I didn't get a chance to internalise what that really means until now, had a quick tour of their website. 2 thngs stood out - I note AstraZeneca and J&J are both BIA Association 'Supporters'. Maybe just a coincidence, I'm not saying there could be anything in that but we have nice stable mates at least! I also note you wouldn't be joining unless you have entered or are entering the trade sphere. No other reason to IMO. Members can leverage a lot of benefits related to manufacturing, navigating regulation, policy and trade. Why Synairgen, and why now? I don't have the answers but I would love to know more.

From 'Investor's Chronicle' January 14th 2021:
"Synairgen has a partnership with a company in Germany and a second manufacturing source in the US “just to cope with the potential demand”. The group is also working with two companies for fill-finish activities: Catalent Biologics (US:CTLT) and Thermo Fisher (US:TMO). “It’s all about contingency”, Mr Marsden said, noting the group also has two partnerships for aerosol delivery systems."

IMO, the joining of the BIA trade association by Synairgen today (which ggg21 posted below) adds to progress on the manufacturing side, getting us ready to produce in volume when the flag falls. My reading of it, as always DYOR.