Member Info for HarChris

I shared that link at 07:02 - this is not a board that can't handle challenge or criticism, as long as it doesn't come from an obnoxious twat.

It's coming from the horses mouth - Richard himself in the webinar the other day. He didn't state it as definitive but said that the cost of sng001 would likely be on a par with remdesivir and mentioned $3000.

Bruce, vaccines are very real and very close. The question I ask myself is, how will things be looking in twelve months from now? I expect things to be much better, I bloody hope so! But do I think covid will be largely out of the media spotlight? No i don't. Do I think cases will have been reduced to close to nothing? No I don't. It'll likely still be getting serious attention and therefore the best drugs to treat it will be in serious demand.

https://www.bbc.co.uk/news/health-55022288

This is an important development to follow imo. There's been a lot of talk on here about the use of sng001 as a preventative and rightfully so the conclusion is that at ~$3000 a treatment that isn't feasible. But for the specific sections of society such as the immunocompromised or the the elderly, it might be used in that way...

Infor, disappointing to see but thanks for the info.

Let me get this right infor, you're saying that the unspecified tender to France for Q16s, 32s and winterplex with a deadline of 30 April is actually just the DHSC deal? And the global tenders site has just mixed it up?

Interestingly that tender appears to be very much along the same lines as the UK one: https://www.globaltenders.com/gt-search?status=menu&limit=0&keyword%5B%5D=genesig¬ice_type=&cpv=&bidding_type=&tender_typ

France's economy is a very similar size to the UK's and their covid situation also very similar. It's not too much of a stretch to expect a contract in the same ballpark as the DHSC one, is it?

Porky, just to be clear, the broker target of £13.65 is based on revenue of £305m in 2020 and £386m in 2021. This £406m is likely split across the two years so doesn't itself eclipse the expected revenues... BUT it's pretty obvious that by the end of 2021 cumulative revenue will be greater than £691m. How much more is the big question!

By the way Shaun in a post on twitter by Tay earlier he seemed to suggest that the production of q16s/32s have been ramped 5 fold to 750, not 1500. I don't know if he has any extra info that we don't but worth keeping in mind when doing your figures...

Yes I do, SH3 reminded us of it every day numeerous times for about five months!

You say that Shaun but the sp has hardly spiked off this. Recovered the few percent it was down but kind of expected more from today anyway, despite this 'news'

There has often been a lag between twitter getting hold of some info and an rns - but we have to get one before Friday is out realistically if this is the triggering of phase 2.

The collective ramping that goes on on twitter can get a bit much, especially on day's like today when there's no questioning of what's a difficult to accurately interpret bit of news. But this does add a bit of weight to the extension argument: https://twitter.com/Larry64450205/status/1329802492440416260

What do you mean no price changing news can happen for a while now? How does that even make sense? Do we have to pull out of any tendering deal for the next two months? Do we have to refuse an extension to the DHSC contract?

No the rules are more around financial results - in this case no director dealings within 60 days of the year end results (Jan).

Checking vox for an rns frantically. It's got to be assumed now this is on twitter that an rns is required if it is genuinely an extension...

I'm not sure that's quite true Sonicboomboy, I think it was base don phase 1 (i.e £250m) but not phase 2.

Surfie, now, now! Don't go ramping after accusing me of that this morn!

Bletchley Park has my full support, I was just hoping this was a hiccup!

By extension I mean Phase 2

For sure it's not a new contract, no debate there. The question appears to be whether or not this is the contract extension in full, signed off...