Member Info for Ghia

Hohn - from nobby on ADVFN “ And one last post before I go to bed. You have to remember this was a small trial so to get statistical significance there has to be a large difference between the groups. The fact that they managed to get significance on at least 2 relevant endpoints I think genuinely surprised them. I suspect they were expecting strong trends towards efficacy but not significance.

The bottom line is that this was a stunning result; a bold statement for a conservative scientist like me!”

Great thread for the science over there.

Feel free to short it Major.

Caps lock off please. 149mil shares in issue so divide 1bil by 149mil.

At 1bil valuation It’s roughly £6.70 a share.

Deanmck7 - Last I heard the USA where leaving the WHO because Trump did not agree with their opinions.

I’d say USA has less control over WHO than they would like.

NotBot - It will be interesting to see how they adjusted for co-morbidities in the data which they said they have.

Also it has been mentioned that the trends where present in almost all of the measures they where looking at which is a very strong signal.

COPD data will be used to provide support to this trial and the at home trial is specifically targeting at risk.

I trust that the results will hold up to scrutiny.

Exciting few weeks ahead.

Sparkle - The trial was run in conjunction with the MHRA across 7trial sites which expert respiratory Dr’s at each site.

Tom Wilkinson headed up the trial and he was also selected to head up the Recovery trials put forward by the government.

There are a lot of specialists outside of Synairgen that have been working in this and we had regulatory discussions ongoing with regulators prior to results landing.

Joey - way back when the Betterlife news broke I asked a scientist friend Who works with IFN’s what they thought this was their response.

“ Both interferons are very similar in terms of what they do and where, and in how they contribute to anti-viral responses mechanistically. It looks like there is actually more clinical validation data to support IFN-b1a, and there is some evidence that it is better suited to a SARS like disease since it manifests in the lungs. The Altum trials looks ok, but it's very small and biased, so I wouldn't read into it too much, it's more a good sign that interferon-type therapy would be a reasonable approach for sars-cov-2, but not necessarily that that specific molecule is the best. I've attached a paper that describes how IFNb1 is probably a better approach than IFNa2. Some studies show it's more potent and has better outcomes in the lungs.”

And here is the paper if you fancy a read.

https://www.sciencedirect.com/science/article/pii/S0166354220302059

Joey - Betterlife have already completed a phase 2 trial for anticovir.

The good news for Synairgen is that because their phase 2 was run as a double blind placebo trial and had more data collection than the Betterlife trial we have a much stronger data set to push for emergency use. Betterlife are kicking off a phase 3 double blind trial later this year.

They are linked to dr fish a Canadian scientist and I believe the company is Canadian and on the Vancouver stock exchange.

Also Beta has been shown to be better than alpha at fighting coronaviruses there is a good paper on this posted at the start of the crisis.

So whilst Betterlife are competition we appear to have the far superior product.

Sparkle - The nebuliser used to administer the drug is the I-neb, I believe it is manufactured by Philips healthcare.

Our patents cover the formulation used to deliver IFN-b in a nebuliser format to the lungs and upper respiratory tract to combat influenza type viruses. So it is pretty encompassing and a solid parent which AZN where happy to cut a deal on previously.

The company has been very open about the end game here which is to transact with a major pharmaceutical. They have been working and are continuing to work towards eliminating the risks surrounding the asset. These preliminary results where a major milestone, they have worked on manufacturing and supply chain also.

Next risks to eliminate are approvals FDA, EUA, MRHA and inevitably a much larger phase 3 study.

The further along they get with this process the more valuable the asset becomes, Covid is a very timely pandemic for Synairgen.

By the end of the year hopefully there will be 1000’s of patient data for the drug.

The transaction with a big pharma/s will either come in the form of licensing deals or a takeover.

Licensing deals would probably bring maximum shareholder value, a takeover would bring less shareholder value but quicker and eliminates the guess work of when to call the top.

As mentioned earlier SNG Board.

https://www.synairgen.com/about-us/synairgens-directors/

Reputations on the line, these guys do things by the book, wealth of experience.

Trial news got released timely when available to prevent leaks.

Exactly Bline59 I de-risked somewhat on the news but have held more than I intended on the back of the strength of results.

You don't get mega gains by jumping share to share, you get these gains by researching being patient and buying on weakness.

II's probably want in market makers need shares if they take this up it will create larger PI demand, let it flow a bit downwards and they will squeeze out the nervous.

You can try and trade it but news can come anytime now.

Ian.B - These are not normal times. Also the phase 2 trial was run with aspects of a phase 3 for example randomised double blind placebo, multiple endpoints, lots of data.

Hospital and COPD should be enough data to push this through approval. Phase 3 can run in parallel, if phase 3 starts going wrong FDA/EUA can always be revoked like it was for chloroquine.

Suggest everyone reads the Bio of the board of directors they have all walked the walk before in previous lives.

For them to publicly announce results to the world with the positivity they did and with the headline numbers they did is such a strong signal.

15years of hard work & reputations is on the line you don’t sacrifice that on a whim.

which is why mine is in at £ 1.61 ;)

CW25 - Far too many posts these days to keep track of it all. Exciting few weeks ahead, the next moves will be very interesting.

If looking for an entry buy in chunks and be patient you may be surprised how low they will take this.

If holding at a loss just dig in drops will be short lived too much news on the horizon to be out of this one.

Shauneport - I’ll hold you to that, but you are just another keyboard warrior that missed out so your word is worth nowt.

What won’t be in the major share holders page will be all the II’s with a holding under 3%.

Miton where one I am sure there are several others, keep an eye on Morningstar website they usually have some decent data there.

If I was new to this share I’d watch Lichts next move.

If he holds at this level that is a very bold sign.

Chrishar - on the webinar Richard said COPD next month.