Member Info for Fruitsnveg

Just mo, but I don't think we'll see an RNS tomorrow. Unless they have something concrete to announce and I suspect it's too early for that. We now know a lot has been happening that we were unaware of (and not have been communicable due to the nature of it). Not long now I expect.

Yawn.

*18 months, not '1months"

To be frank Spacer, the AMR route the company have been working on for the past 1months is clearly now bearing fruit, with the UKHSA interest in SNG001. So I really couldn't care less what you and DocDan think or say or believe. Not a fig given.

Yawn.

It didn't "fail". It did not meet the primary endpoints. Different things.

You know Scinv-Temp, I'm really very excited about what's coming. Can you tell?

News must be imminent, for the barrel scrapings have returned.

The current (today) threat is low, in so far as they have tested very few numbers of animals. That is what Rick Bright is calling for - more robust monitoring and planning by USDA. Why? 254 cases of human infection with avian influenza A(H5N1) virus have been reported from four countries in the last 20 years or so. Small numbers you say. But of these cases, 141 were fatal, resulting in a fatality rate of 56%. (For reference, Ebola has a fatailty rate of approx 60%). And for the very reason that it has now transmitted and spread amongst other mammals (and not just birds), a spill into human population via a new strain, can't be ruled out, and is very much expected by many scientists. It is noteworthy that the birds in the early US poultry farm were (thankfully) culled as soon as they tested positive for h5N1. All 1.3 million of them. A veritable boiling pot of viral soup splashing around a 'small poultry farm' of just 1.3 million birds. Shocking numbers for an opportunistic virus to get mutating in. Sars-Covid-19 was once a nothing virus found one person in a banal setting in China. RB is right to remind the USDA that inaction and adopting a 'wait and see' attitude is not advisable. Downplaying the risk does not make it go away. Mitigating actions at least lower the risk. That's what he's calling for.

Scarce, but topical.

https://bmcinfectdis.biomedcentral.com/articles/10.1186/s12879-023-08901-w

"Severe pneumonia with co-infection of H5N1 and SARS-CoV-2: a case report"

I read that cats on the farm tested positive for H1N1 also. Likely the bird eating cats passed it to the cows, or the farm hands, who handled one, or both animals? Whatever the method of transmission, it sounds like there's no cold hard conclusive evidence yet that this can't contaminate the food chain. I think he's right to be sounding the alarm with the USDA.

I seem to remember one of the Ashfield Engage US commercial job roles, when they were briefly advertised, pointed to some sort of dual reporting structure/line (the kind you'd imagine only a partnership or JV etc would necessitate)? But that was a long time ago. Yes, hopefully announcement that will benefit us all coming soon.

I can't rule out your guesswork Spaceman, with all due respect. Hopefully we will know soon!

Alternatively:

CEO - Richard Marsden

CFO - Joseph Colliver

CCO - Person from partner organisation.

Why have you ruled out a JV partner already having adequate financial and commercial people to plug into those spaces? I should think BP is over-run with such types. Why rule out Flic Gabbay as CEO, a role she is already experienced at? HG and RC are not the only people who have yet to update their out of date LI profiles. Maybe as continuing shareholders they see value in not rocking the boat before time? Dunno. All guesses.

Well, we shouldn't ignore the fact that SNG001 is a drug that will potentially form part of a future pandemic response, if it is approved for use. And that makes it a potentially valuable asset for UK Gov, in a way that other drugs (e.g. those for everyday gastric ailments) are not. Have you seen how much money they are ploughing into pandemic preparedness in collaboration with our friends at AZ? : https://www.gov.uk/government/news/astrazeneca-plans-650-million-investment-in-uk

Not to say that there is any link for SNG to that, but it's a timely reminder of what's at stake. If you have a drug that answers a call by UK Gov, I think you may have a different (elevated) niche status in their psyche? In their position, I wouldn't let potential slip away, I would do all within my power to protect it. I would want it to succeed. Of course it would need to be part of the 100 day response pillar (part of UK Gov;s's pandemic preparedness strategy), so likely to be swept up under the wing of a BP that can deliver under global pandemic pressure? If any of this is in play, 'partnership' may be more of a guess than a buy-out? Who knows.... As for Universal, it could be that the data was so tantalising they wanted more, finer detailed and longer study data?

Personally I don't think it's a possibility. We have a major shareholder invested long-term and parked at 28.2% holding (up from 27.1% in June 2022; the commitment has not waned, despite Sprinter, which in the grand scheme of things seems not to have been deterrent to accumulating to that power position). They are no passive punters. I suppose the question to ask is; is that something they would want? Have they sanctioned such an action in other companies they invested in, in the past? What would they gain (or moreover lose) from such a move?

It could be a positive curveball. That would be OK IMHO.

TP, I would wager a hefty sum that Ms Li’s business will go the way of quite a few other Dragons Dens offerings; lots of sparkle, but little substance. Everyone is a professional genius on LinkedIn it seems these days. But do they have staying power? …Time will tell.

And yet, still allowed to post here, ne'er banned no matter the content?

Strange one Aether.

I imagine the LSE Admins must know why that is....?