Member Info for Ghia

HarChris - I’ve been watching it for a while ever since polar first appeared on the list before they where at a notifies level level.

I’m not entirely sure where they get their numbers from but since they are one of the best Fund tracking platforms I assume as and when funds publish information they add to the list.

We obviously know the Polar figure is incorrect but what’s more interesting is the new names that appear.

There are 6 or 7 new names on that list that have appeared in the past few days.

All I take from the list is that there are a lot more funds taking positions ahead of P3 results compared with the P2 period.

The Morningstar page has gone a bit crazy... not huge numbers but lots of new fund names.

https://www.morningstar.com/stocks/pinx/syggf/ownership

Meelie - It’s interesting to see how RM’s language has shifted throughout the year this interview was by far the most confident he has been. So much so that at times he had to tone down comments he made. That was a man itching to reveal all but has to wait.

My best guess massive order from US government waiting in the wings.

He’s probably referring to the placebo arm.....

This company certainly has the ability to increase it’s large pot of cash in the year ahead.

I would imagine that investors focus will start to switch to how the company plans to spend that cash in order to Boulder it’s offering.

They are all over Covid and every indication is that Covid will be a huge issue well into H2 2021.

They have a unique position with so much cash to really go after opportunities that will bolster the P&L 2022 and beyond I think it’s the details of this plan that will realise increased stability in the share price and true value.

Miggy - Once you’ve watched it I’d be interested if you think you’ve seen RM ever be more confident.

Bella - Agreed it was the most excited I’ve seen him. Reminded me of the interview he gave right before the P2 results.

I wonder what happens if you’ve already had a vaccine that is not effective against a variant.

Can you have a second vaccine that is, will they play nicely together? Do you have to wait a period of time between vaccines.

So many unanswered questions.

We could get stuck continuously vaccinating the over 70’s

Let’s hope the Belgium factory really does have production issues and is not shipping batches to the U.K. on the sly.

If everything that’s been said stacks up then I’m sorry EU but you’ll have to wait your turn for this not for profit vaccine.

AJM12 - I luckily stumbled across this fairly early on so I’ve managed to accumulate almost 150k volume of shares. This is certainly my best investment and still drip some funds in as and when I can.

I have no idea how to value this share at the moment so the closest I can get to a price target is I think it’s 100% worth more than £1bil. So for that reason I won’t sell any before £5.

Luckily I don’t need the money so I’m very comfortable to let RM do his thing and realise max value for shareholders.

I say this a lot but it is refreshing to have a CEO that is straight talking, up front and honest. His definitions of imminent are some times taxing but I recon when he says imminent he’s really saying we’ve done everything we can and it’s waiting on an external party to get it started.

Watch back some of his interviews old and new and you will realise how much control he has on this situation. Everything thing he has mapped out is coming to fruition.

Also it’s a special drug to talk about using it on premature babies, and immune compromised patients. I don’t think any of us here really know where to start quantifying the size of the opportunity.

Just re-watched the video RM was oozing confidence.

Stand out point was when he talked about the significance of the US government backing. He pretty much said due to the backing it will succeed, then had to adjust his words to say it significantly increases the chances of doing so.

So stoked after that interview.

Maen - I don’t disagree I’m half expecting P2 to complete so fast that the first time they look they’ll be looking at the majority of the data set. With the number of trial sites, the covid numbers and the backing of the US government surely it’s a few weeks to fill.

Maen - Correct it’s only blinded which means they will be following up on the data as they go. This is why the trial will provide results very quickly I would not be surprised if we progress to the phase3 for this trial early March.

Phase3 might bring with it pre-orders and or an EUA.

SeaBoy - I suspect they are currently in discussions ref pre-orders. You don’t announce a price to the media whilst your are negotiating and the price will not be the same in every country.

I’m expecting US pre-orders followed by a deal with the UK Gov and some form of licensing in countries outside of EU and USA.

Tiger16 - with activ2 now in play I’m anticipating that might accelerate things somewhat.

It’s only blinded so the data is being analysed as you go, if we get the green light for phase 3 on that I expect it will come with a hefty pre-order.

All of this could play out before any news on hospital P3.

I wouldn’t rule out some transformational news tail end of Feb.

Scinv - let the science do the talking.

Genomic monitoring of SARS-CoV-2 uncovers an Nsp1 deletion variant that modulates type I interferon response. A study of Lin et al.

One variant, containing a deletion in the Nsp1-coding region (?500-532) was found in more than 20% of our sequenced samples and associates with higher RT-PCR cycle thresholds and lower serum IFN-ß levels of infected patients. Deletion variants in this locus were found in 37 countries worldwide and viruses isolated from clinical samples or engineered by reverse genetics with related deletions in Nsp1 also induce lower IFN-ß responses in infected Calu-3 cells. Taken together, our virologic surveillance characterizes recurrent genetic diversity and identified mutations in Nsp1 of biological and clinical importance, which collectively may aid molecular diagnostics and drug design.
htTps://data.mendeley.com/datasets/w75cdpknmc/1

RM is certainly singing the praises of operation warp speed, I’m wondering if they picked their side a while back and had to wait for the regime change.

Today’s Fox News snippet emphasises the point that active2 is likely to generate data very very quickly.

As the 1st month of the year draws to a close probably worth taking stock of the developments in January.

-First patient first dose P3 hospital trial
-Short Ace 2 discovery explains why P2 hospital data suggested the drug is not as sensitive to infection stage as first thought
-@home trial filled
-3 employment vacancies seemingly filled
-4th role advertised
-Active2 trial announcement
-Polar holding increased to 10%

Not a bad month and we are just getting started.

Spinnaker - I’m pretty confident the tie up with Clinigen is all about removing the blocker to emergency use.

MAP is a by product and I don’t think either company is trying to push it.

Clinigen involvement is all about proving to the regulators that if they approve the drug everything is in place to deliver it to market.

SNG and it’s 20+ employees does not tick that box Clinigen with it’s network does.

Also the 4jobs being filled by SNg are to bring onboard permanent staff to fill positions likely currently being filled by contractors. Taking on permanent staff shows you the confidence in the direction that this is going.

I think it’s obvious IFN-b will have a huge part to play in getting us out of this covid mess. The new US administration realise this which is why SNG and now FARN have been given a platform to work from.

I no longer hold here but this is great news for all holders the manufacturing is being scaled up by both companies because I expect pre-orders will soon follow with caveats on successful trial results.

Enjoy the ride.