Member Info for Fruitsnveg

Hé hé. You funny Professionale.

Staff must be too busy working on a deal or trials to answer your daily calls Mr. Half-a-Million-No-Shares. Some would say that's a promising sign.

Maybe they figured out your name isn't on the share register so aren't taking your calls.

Just a thought.....

"Real people have invested here".

Fanciful, coming from you Costas; contender for fakest investor of the year award.

WPA,

In terms of market, this seems to be where the company have pitched their tent:

* Estimated 3m+ people in US hospitalised annually from 2022 onwards due to severe VRIs

[source: IQVIA market research Q4 2022; Sources: US CDC, HCUP, IQVIA Claims Data, PubMed; data on file]

* 7m immuno-compromised in the US, representing a population at significant risk for severe RVIs [source: American Medical Association

* $50b estimated annual US healthcare costs related to severe VRIs [sources: Hartnet J. Influenza Other Respi Viruses. 2022;16:906–915; Pastula ST et.al.,OFID, 2017,ofw270; Zhou JA et.al., CID, 2020, 70(5): 773-779; Disease Burden of Flu | CDC; Preliminary Medicare COVID-19 Data Snapshot (Dec 2021); ICER Report: Special Assessment of Outpatient Treatments for COVID-19 Feb 2022]

It's a huge market and with a clear unmet clinical need.

"we also know auto-abs play a role - but the only question that matters in both cases is: How Much ?" A lot I should think. Remember, the Universal study, seemingly as a conduit from Precision Medicine (which was a key focus of the last AGM presentation), had these aims:

Assessment of impact of risk factors for a poor outcome

− Autoantibodies against other type I IFNs (α and ω)

− Presence of naturally occurring antibodies against other type I IFNs associated with a poorer clinical outcome in patients with SARSCoV-2 and more recently flu infections

− Poor innate immune response

− Comparison of baseline immune (IFN) response versus viral load and outcome

Another day, another trip through Costas' fantastical financial fantasies.

So was that the RNS the inspired you to buy "500,000 shares"?

"It really is ridiculous to think we should use timelines from 10 years ago to guide our current expectations".

The lady doth protest too much me thinks...

Most definitely Delboy1977. Thanks for that reminder. Worth noting RM's words on announcement of the deal were; "AstraZeneca will be responsible for all future costs and early next year will kick off a Phase IIa study in patients with severe asthma". It took 2 years to quietly conclude commercial negotiations with AZ prior to P2, and that was not a timeline Synairgen would have been totally in control of either.

It appears the 2014 AZ licencing deal was approx. a year in the making (at least 9+ months from looking at the RNS history of the time, and a notable lack of newsflow much like today), before the company announced any licensing deal. It was 9 months after they announced "an update on anti-inflammatory and anti-viral biomarker data from its Phase II trial." Similarities between hiring and simultaneous lockdown on all but statutory comms of 2014 and 2024? There most certainly now looks to be. Whether it's the same kind of deal-making going on under tight wrap, or trials prep, or a combination and/or interdependence of both; we will find out soon enough. Do we need completed P2's for a deal? I'm not sure that's a given anymore. I feel confident that with a little more patience we'll have our answers whatever they may be.

Sakura has many alter egos, '1980's wannabe scientist' is just one of them, dotty fantasist being the other. Sakura tried to convince us that she worked in a lab ...in charge of what I'm not sure ...run by a rather well known 'interfonist'. of the day. It turned out that their paths could never have crossed, having been a decade or so out in her version of this make believe fantasy. Anyway, It's always struck me how much alike Mani and Sakura sound, much like someone else and Mani. Probably just a coincidence though....

I notice that you've lost your usual Japanese 'accent' Sakura. Interesting.

"‘The funds will come from elsewhere - in exchange for a large slice of the pie."

Interesting statement. I disagree with the assertion that we would have to give away a large slice of the pie. There are very few instances nowadays of this happening to Academic spinouts in the Biotech sector in the UK. Certainly in the 90's and early noughties that kind of transaction swung heavily in favor of the Acquiering party (noteworthy though that it was predominantly in relation to non-academic enterprises which is not what Synairgen is). But this MO is no longer common place. The landscape and motivations of both parties has changed incalculably since those pre-pandemic times of commercial servitude. This shift in balance may explain TFG's interest here, in a company with no marketable drug and thus cashflow, yet? Do they understand the potential here that many do not? Could it also explain longstanding and consistent efforts of a few to continuously downplay the company's potential? Below is highly interesting read by industry experts which seeks to dismiss this over-touted myth that small biotechs have to sacrifice themselves at BP's pipeline alter. What is clear from the article below is that a" mutually beneficial exchange underpins every strategic partnership in today’s industry" , and "dynamics of strategic partnerships and alliances have changed dramatically over the last decade, with increased access to capital in biotech shifting the balance of power." The whole article is worth a read, especially for those invested here who might not understand how far the balance has swung from days when BP called the shots entirely: https://www.rbccm.com/en/gib/biopharma/episode/biotech-and-big-pharma-blueprint-for-successful-partnership

Yes, we may end up doing a deal where some level value is traded, that is not in dispute. And who is to say such a hypothetical exchange wouldn't be fair for what we might get in return? But I would caution against believing that it need be "a large slice of the pie". That is just no longer evidenced widely in this industry where funding deals are more increasingly based on mutually beneficial collaborations.

Yawn.

Oh. Some LTH folk actually thought you were an investor just like them? So I'm glad you cleared that up; the fact that you'd readily fleece small pi's with your "golden opportunity to make some easy money" shorting SNG.

Good to finally have it that you are no LTH and your interest rests purely in making up garbage to decimate the SP!

Golden. Absolutely golden.

I merely marvel TP at the speed in which you, not to mention DocDan, voice your unerring loyalty to Axe the self-confessed shorter of this stock, the same one you claim to be invested in. It's a pattern that is deeply odd. Tell me, how exactly does that work, promoting the views of a self-confessed shorter to other investors?

But nonetheless a good indicator of the growing interest in interferons as antivirals. Thanks for posting Thinshins.

Interesting, but a read shows that it is far from in the same league as SNG001. They have identified and are targeting the "Wnt/β-catenin signalling pathway" (which is a different pathway mechanism to SNG001).

They have not yet even settled on a drug formulation to test or market; " treatments would potentially be given as a nasal spray or a pill"

They also haven't yet settled on an actual drug to test or market; "they have not decided yet now performing pre-clinical testing to identify the best drug and dose"

They have simply identified a pathway and are looking for a treatment amongst hundreds to fit that disease pathway mechanism. It sounds like they are very much at the blue sky thinking phase years before any actual drug development to me. Failure rate for them will obviously be much higher at this early stage in development/pre-clinical, than SNG001's, given the amount of data we already have.

I wonder if the poster of these multiple accounts ever gets bored? They sound more and more alike, with every passing day. I can barely tell them apart. I doubt we'll ever witness them all post at once - what an impossible calamity that would be!