Member Info for HelloSanDiego

MrCosts - "When you are 73% down you have no choice but to keep your shares."

You do have a choice. If your money will provide a better return elsewhere, that's where it should be regardless of whether you're currently sitting on a loss here.

I hate to side with Costs because he's rarely correct. But I think you've got the basics of GDPR wrong Gunto.

For one thing, GDPR only applies to personal data. Also, when a data controller feels it's appropriate they can reveal it to third parties anyway. Maybe I'm wrong. I'm not an expert, but that's what it seems to say here:

https://ico.org.uk/for-organisations/guide-to-data-protection/guide-to-the-general-data-protection-regulation-gdpr/lawful-basis-for-processing/legitimate-interests/

Also, in September 2021 they RNSed the appointment of a Non-Executive Director.

If a VP were stepping down I think that would be significant information they would have to RNS too.

If they already have a VP and are hiring a director to work with him, that suggests they could be anticipating a very heavy workload in this area in the coming months.

Manifesto - "HSD I doubt that is the case, but pretty sure RM will mention it"

That's a good point. When was the last date we were told to expect it? Because IIRC it was quite some time after ACTIV wrapped up. So that suggests there was still a plan to analyse them.

Manifesto - "Think most on here feel that for some reason the results are being held back.."

It's also possible they just don't have anyone working on analysing and writing it up after the ACTIV trials were disbanded. I don't think it's unheard of for government projects to get cancelled at short notice and the work left in limbo.

hold4results - "The aim has declined by about a third in the last 12 months."

It's back to where it would have been without covid. From late 2019 to spring 2020 it jumped 30%, and now it's settled back down. You care fearmonger if you want or you can pretend to be clever, but not both. See the chart below.

https://www.google.com/search?client=firefox-b-d&q=aim+index

I don't want anyone to argue because they thought I was suggesting Tesla was a pharmaceutical company, or that it's not relevant because Twitter doesn't hold any patents on interferon or anything silly like that.

Ok that's probably it from me. I'm really going now.

In case it wasn't clear, that was just an example of a share price dropping sharply because shareholder confidence was shaken by the CEO's announcement of a takeover.

Andrewpcapp - "that's a hypothetical example, have got a few real examples that you haven't made up? "

Sure. The obvious one would be Tesla. Earlier this year its share price fell 35% in the few weeks following the Twitter offer.

All I'm saying is, if you're sitting around here all day hoping for a takeover offer to get your money back, you might be better off just going outside and making the most of the sunshine.

Tommy - "Pfizer bought global blood therapeutic for $69 a share it was worth $24 in June"

Look at their pipeline. You're comparing apples to oranges. If you can't see that, I can't help you.

I'll be back when there's some more useful information released by the company.

https://www.gbt.com/research/pipeline/

Doc.Daneeka - "Pfizer's shareholders trust them to spend the M&A money wisely"

I know. We agree on that.

Do you have any examples of companies paying well-over the odds for a small company with only one or two pipeline products and nothing that's ever been approved? Because I don't think there are any.

Doc.Daneeka - "HSD those maths don't stack up do they ? Acquire a promising drug for £400m (say) and then somehow lose Billions ?"

If you think about it for a minute I'm sure you can how out for yourself how they could stack up.

Here's an example: If you paid £400 for something that was valued at £50 and then told all your friends you thought it was a sensible deal, they'd think you were an idiot. And if you were in charge of a $100bn company and made a decision like that, shareholders would begin to depart en masse.

Doc83 - " it is hard to believe large pharma won’t be looking at drugs like Synairgen and taking educated punts on some of them."

That opinion is repeated every week or two by people who don't seem to understand what they're talking about.

Companies like Pfizer could see billions wiped off their share price instantly if they start gambling tens of millions on companies whose only product is one unproven drug that failed its last trial.

I'm 99.9% certain it won't happen.

She didn't say we were going anywhere.

There are trials expected and we MIGHT be on them. But at this point it's very uncertain.

Brand - "has anyone - BP included - shown any efficacy vs long covid"

The vaccines have been shown to improve recovery from long covid, but:

1) The results don't show as much of an improvment as SNG
2) I think SNG appears to offer an additional improvement in addition to what the vaccines already offer

https://www.gov.uk/government/news/ukhsa-review-shows-vaccinated-less-likely-to-have-long-covid-than-unvaccinated

It'll be interesting to see if this spurs another round of buying by Polygon in the next week or two. I'm surprised they aren't already at 29.999999%.

Burstead - "they keep presenting: what exactly????"

Those are the kind of things you should try to understand BEFORE sharing your opinion.

The information's out there. It only takes a little research.

This is the part that shows the trial wasn't botched: https://youtu.be/FsrcCUZUp4M?t=685

"The placebo patients were recovering much more rapidly in 2021 than in 2020".

MrCosts - "Cash balance in my view can only be around £10M now. "

I'm unsure whether it's brave or stupid to go out on a limb like that when we'll know in a week just how close you are to being correct. But based on what was confirmed back in June I think you're way off.