Member Info for Fruitsnveg

Mani,

Do you think Reade Griffith is worrying about his shareholders investment in Synairgen? Because he too has shareholders to answer to. Do you think he is worried about the cash runway like you are? If so why hasn't he called an EGM already? His hedge fund's stake in SNG surely dwarfs all here by a very large margin, and yet, the sound of crickets. I hear no agitation from Reade's corner, nor complaints about salaries, or comms, or hiring, or strategy, or progress. Why would that be? It is surely comforting, no?

An EGM to achieve what? Is that a good use of company time and resources right now? It sounds like an exercise in time wasting designed to throw a spanner. I'd be voting No. because I don't want the company distracted by any nonsense.

An EGM is to deliberate upon matters that require the urgent attention of senior executives, the board of directors, and all shareholders and cannot be deferred until the next scheduled annual general meeting.

lol Doc 83

Just to clarify, a s a matter of business it's not uncommon to ask a potential interview to sign an NDA before interview (and they could reuse, but that's beside the point). Lots of commercially sensitive information can get discussed at interview, with interviewees that are likely already working for competitors. But more importantly, even if they were not subject to an NDA, the mere fact that they are put in possession of insider information makes it illegal for them to trade on that knowledge. So an NDA is not strictly required. If during the course of an interview they ae told x,y,z, - which is market sensitive - they can't then go and trade on that information. They can, but it could be Very career limiting, if you get my drift....

You think people will sell before news? I very much think NOT.

The chances of the SP falling pre-news are now negligible, IMHO, unless AB4 sells his massive holding of 5 shares....

I'm fully paid up WelshFalcon.
My prediction will be correct, news anytime from today to infinity, just you watch...:-).

I predict value generating news on or after 6th Feb. I'm owning it. It could be today, or tomorrow, or it could be anytime this year . Or even next year, maybe, or in 2025? Yes definitely by then, no discussion. It just will be. Please note that in your notebook @Trinityman. I said it so it will happen, of course it will.

A pivitol role perhaps?

Thanks Trinityman, a couple of observations on your post if I may:

"It would have been beneficial if Marsden had clearly specified whether they were aiming for several trials running simultaneously, or one single entity involving many more patients treating a ‘broad spectrum’ at the same time, with varying results running side by side." Yes, it would have been wonderful. However, we operate in a highly competitive and potentially lucrative sphere. I'm satisfied that that the overall strategy has been communicated sufficiently to investors without giving too much away to potential suitors looking for any crack on the ledge, so to speak. The fact that the operational details of day-to-day progress remain tightly guarded, at this, presumably, pre-deal point, protects the company, and therefore the shareholders invested in it. Granted it must be painful for day-traders, but that is an aside. I cannot be alone in expecting that level of discretion pre-deal, it is simply good business practice. I'd rather RM did not divulge much at this point. I will have more tolerance for the relaying of competitive information once our future development path is contractually secured. Without going into the nitty gritty, I am sure most understand why this approach is vitally important. As the company have stated numerous times, they will tell us when they have news to share.

You say "There is enough evidence to suggest that SNG will be included on STRIVE P3, as they have clearly stated the treatment ‘merits further investigation’...." I think that is an oddly restrictive interpretation. My own view is that "Merits further investigation" in NO WAY limits us to just Strive. The company and their advisors have stated their desire to look at multiple options, and I see no reason why they should not. Let's not limit ourselves by our own lack of imagination?

"They (USA) have the cash, the BPs and the FDA.". Maybe, but as of this week we can now say assume UAE could give them a fair run for their money in all 3 regards too. Much welcome news. The company's recent actions show they now actively pursuing that market, and with newly acquired UK Gov support, even better. Good risk mitigation IMO; you don't want to be overly dependent on any one trial, or any one government, should things not pan out as expected.

Out of interest, many of the top 10 pharma hubs are located on the East Coast Corridor in the US, e.g.:
Boston-Cambridge
New York
Maryland/DC
Philly
Raleigh-Durham, NC

Agree WPA5, evidenced opinions should be welcomed - and this is why Spacman's lack of explanation for his 14p to £4 valuation yesterday seems all the more Puzzling. His response seems to have been removed from the thread overnight. ?
Spacman, would you kindly reiterate how you came to the 14p to £4 valuation yesterday? You did respond that you had already explained it, but I failed to find evidence of this. It is quite a fundamental axis to your thesis so it would be good to clarify...?

Spacman, I raised question yesterday regarding your SPAC M&A involvement with a previous company.

Unless I missed it you side-stepped answering this question. As the deal is done I am sure you are at liberty to divulge who the company is, so can you do so? It would be interesting to see what parallels, if any, with Synairgen.

https://www.proactiveinvestors.co.uk/companies/news/1004944/gsk-bidding-to-be-first-with-an-rsv-vaccine-here-s-our-2-minute-guide-1004944.html

"In the drug development sphere, Synairgen PLC (AIM:SNG, OTC:SYGGF) is developing a broad-based treatment that could potentially combat both flu and RSV"

Thanks Brand. Do we know the application close date?

You seem overly annoyed by everything thee days Doc.Daneeka, particularly facts and data. I can live it with even if it sends you off the platform. I suggest you chillax and stop policing everyone else's threads. I'm very happy for the company, today's news is welcome. I look forward to seeing where this might lead in future.

It isn't Spacman, but would I say no to such a deal? I certainly would not. Anything that represents what I consider to be true and fair value to shareholders, would get my vote. But I am one voice amongst many. An interesting set up though, thank you for link. I have not thought too much into the data room scenario, other than DD - what form a potential tie-up takes is anyone's guess IMO, if there is one in the off'ing.

COVID-19 has a fatality rate of 2.3%, lower than that of SARS (9.5%) and much lower than that of MERS (34.4%).

In 2012, Mers had a fatality rate of +30%, killing over 800 of a small number of infected globally before the virus retreated. You quote figures Doc.Daneeka from 2022, when there was no large outbreak, so it's hardly surprising. But they are focussed on the future and the next pandemic, as are Synairgen.

"The Showcase is sponsored by the UK's Department for International Trade (DIT), specialising in helping overseas companies set up and invest in the UK and assisting UK companies to succeed in global trade. "
Sounds good to me.

https://twitter.com/AndrewBowie_MP

All first 5 tweets are part of the same story... I wonder what opportunities the UAE hold ref R&D for the Life Science Innovators...? An interesting push from UK Gov....

Spacman,

I concur with your data room guess, it could be a possibility. I've considered plausible for some months for various other reasons.

I'm afraid though that I disembarked the platform when you wandered back into your continuing interpretation of "tells" as code for some SPAC transaction being in play. Unless you think our most significant investor (the former Polygon) dabbles in celebrity-tarnished SPAC transactions as a means to returning value to their shareholders. Could you clarify why you think Reade Griffith would involve his HF in such a scenario. I can't think of one plausible reason why he would debase his investment here?