Member Info for GreggsStottie

Whilst there will be some fixed costs + more doses at a higher concentration, I presume there will be a cost saving in reducing by c.1/3rd???

That alone could save several million £. So they will have more money to ramp up production and then more income to progress COPD trials later in 2021. A very exciting share to be in and loads of potential.

Its easy to see £10-£15 on positive P3 results. The BOD know what they are dealing with (from P2 trials) and have thought through the way to get the best results in P3 trials.

Once approved the road to £25 a share is there to see and deliver. £5bn is a snip for a major pharma company on a proven broad spectrum drug with high efficacy during a global pandemic.

Apologies - this was in 2014...d'oh.

Rusal have delayed their $10bn repayment......so are therefore getting an extended credit line....

Perhaps this is one of the key suitors for EUA?????

BigDano...i wonder if most of the new shareholders are private investors who sit under the 3% threshold?

Maybe thats the reason for no TR-1's?

I guess the govt are getting most stuff wrong currently so they may be unlikely to support SNG...until approval that is.

I dont need help...I am asking for thoughts as to why this wouldnt hapoen.

I thought this board was for conversation, helping each other understand etc.

But thanks for your input...i am inspired.

I just find it strange that there have been no notifications.

I might be smoking something, or stupid but...I tell my kids that there is no such thing as a stupid question. Those that dont question are the stupid ones for not being inquisitive.

Can someone explain why this would not be possible? We are in a different era. Would you have thought the eat out to help out scheme would be funded?

If the govt were to fund a p3 trial, surely they would either want shares or free product after sign off from MRHA. There could be some form of non disclosure agreement?

If we look at the Rapid Test consortium the govt signed up to 1m tests...they may have paid cash to set up the RTC....could something similar happen here?

I just dont get why we have not had any notifications. So the reason for thinking about why...

I continue to buy shares and believe we will be rewarded for our patience in due course...

As we have not had any explanation as to who participated in the latest placing, could it be the UK government?

I might be way off, but 70 odd million £ is not a lot of dosh compared to the money invested in covid.....

Oops, thought I was on the EUA board!!!!!!

Goldforefinger...that's probably the highest figure banded by anyone in the 2 years I have been in this share. I would love that to be true, but it seems rather toppy.

Have you got any analysis as to why you think that figure is achievable?

Not with our patented formulation there isnt. Are they as far forward? Do they have ouf 15 years of knowledge and expertise? Are they about to run p3 trials?

What RM amd the team have achieved this year is brilliant. Another hurdle to go before revenues start coming in.

Yes, but if it is less effective and does harm why would you use it when you have a safer, more effective treatment in SNG 001? Yes, it is mord dxpensjve, but I suggest it is more cost effective when you factor in everything....

Side effects from injected inteferon could impact the nhs down the line and extend costs further?

I know I sm preaching to the converted, but understand its hard to quantify the value...RM did state 2000+ per course and higher if P3 results are as strong as P2...

Scinv...thats injected which is less effictive and has more side effects....you have to use more and it does not target the lungs as well as inhilation....we have wide patent on thiz form which has great value.

Yes I agree, but mkt cap is divided by shares...not on revenue.

I think margin would be c.75%...based on other pharma margins. Assuming 100000 treatments (courses of 14 days) and a 75% GM thats £1.8bn. £9 a share....

Thats before you licence your product in other markets or do a deal with a huge pharma co...etc etc....you can start to see how £20 plus share price is entirely possible.

Time will tell....

200m shares....so 1.6bn mkt cap = £8 a share.

I do think this is a starting point...copd is worth £5 on its own.

It looks like covid is here to stay for years to come. A broad spectrum antiviral will have a very important role to play in this. How much is a freed up bed space worth per day? How much will sng001 save in follow up treatment? How many people will avoid long covid? Will vaccines work as mutations cond along? (Thd flu hsb is only 30% effective)...

H1 2021 is going to be an interesting time for SNG. I do think £10 a share is possible....imo.

P3 RNS due any day now....home trial completed RNS c.January...p3 results March.

3 months to waif for stellar results...I can wait.

Yes, I managed to get a chunk more. Whoever is selling - thanks!

Newcrest update on Thursday as expected.....MRE Friday am...

Getting the trial right 1st time is key to adding value here. I would much rather they dotted the i's and crossed the t's rather than make mistakes and not collect all the data they need to prove efficacy.

I agree we want this out there, but it needs to be done in the right way to maximise value for us all.

Once going the trial will be expedited by our partners and we could turn it around in a matter of 4-6 weeks.

I do think this will drop when AZ vaccine is approved, but a great chance for another top up of these golden tickets.

I do find it annoying that we have such potential value, and yet the sp is languishing at 40p....a mere 10 bag in c.1year is awful to have to look at every day....

Despite this, we all want a behemoth offer of as much as we can get.....as quickly as possible. Given LTH are swinging in value by tens of thousands of pounds every day, I can see why, but I am happy to wait for the best deal possible which will swing the tens of thousand into hundreds of thousands for many of us.

Time will tell....

Remember we have experts in their field negotiating the deal.....big shareholders, and large multinational companies doing the deal (UBS) + a few huge mining companies vying to buy our beautiful assets.

...print and frame the final RNS, and place it in a prominent position so I can smile to myself every time I walk past it.

Bring on the sale boys and girls!

That was my understanding...

I am almost sure that last year they had a time period for outstanding warrants to be activated. So having just 2.8bn shares vrs potentially 3bn shares is a good thing for our share value....