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Manifesto - "The market did not take much time to digest SPRINTER.."
True, but you're comparing apples to oranges. Every single SNG investor was eagerly awaiting that RNS and would've been checking for it at 7am every morning.
But how many have it at the top of their list at the moment? You only have to look at the number of users on here to see that interest is currently much lower.
AndyBe4 - "This stock is going to explode on Monday after the ATS conference when Synairgen announce... "
Doubt it.
Even if it's really good, the data will take some time for the market to understand and respond to. I can't see any significant rise before a) another trial is confirmed, or b) another large investor starts buying up a big chunk (and not from Polygon). My opinion. DYOR.
No. But the good news could be "We still have a covid drug that MIGHT work"
...which we've known for years.
I thought we already had a list of people who were attending.
If you want to know who'll be there, refer to that.
Wigster77 - "Are any of those 12 people commercial bods from big pharmas with over-flowing wallets"
Of course not. Those are the people they're there to meet. That's the point of going.
Delboy,
This makes it look like the hall will be divided up into booths. So they'll have around 60 groups each with their own area for the two hour session.
https://www.moscone.com/floorplans/moscone-northsouth-exhibit-level-floor-plan
If you look at the clinicaltrials page for the Sprinter Phase 3 trial, you'll see Arizona University was the first location listed. So that probably explains why M. Kraft, a doctor at The College of Medicine, Tucson, Arizona wil be there.
All twelve of those people are there to talk about Synairgen's Phase 3 trial for two hours.
You can see the details here. It definitely looks like all those people are there to talk about Synairgen's phase 3 trial for two hours.
https://www.abstractsonline.com/pp8/#!/10476/presentation/10405
Delboy,
No. They appear to have a two hour slot entitled "SPRINTER: A Randomized, Double-Blind, Placebo-Controlled, Phase 3 Trial" which features 12 medical experts who work within or alongside Synairgen.
Docdaneeka - "We either get an RNS pre conference or the news will not be significant."
I'm pretty certain they're not sending 12 medical experts to a conference in San Francisco without having significant news to present.
With a 2 hour slot to fill, I suspect they have data that will take some explaining and they have plenty of experts there to vouch for it.
I expect they can check it and re-check it as many times as they want before they announce it's complete.
I think the point of the conference is to convince their peers that the results show the drug actually works and to increase interest in it. That suggests they'll want to control the narrative, so we might not see any results until the morning of the conference.
Dumbpunter,
So far it's been 1 successful trial, 1 narrow failure and a couple that were halted due to operational challenges that emerged, which meant successful results couldn't be produced even if the drug worked perfectly.
pmjh - "I don’t think your question is valid."
That's a weird response.
Richard Marsden said they were aiming to make 100,000 treatments (i.e. not doses... courses) per month throughout 2021. We don't know how much they actually achieved. But it's entirely plausible they're holding a significant stockpile at the moment. Three to five years should be plenty of time to make use of it though. (Thanks to Size82).
Does anyone know the shelf life on the product they spent milions manufacturing last year?
IIRC it's got another couple of years left. But can anyone confirm that?
Does anyone else know what motivates Burstead to keep posting here every single day?
I assume this means 9.89% of Velocys shares are now frozen.
https://www.bbc.co.uk/news/uk-61112539
A large-scale repeat of Phase 2 should succeed and would have a good chance of getting the drug approved.
That means there are still ways this could get to the £20+ valuations we were looking at at the start of the year.
xviolet wrote about one at 7:21 this morning:
"right now, the emergence of BA2 L452R in South Africa - sub variant"
No, not me. I haven't even heard of a new one in a while.
This is all that's known about Velocys' ownership. It's from page 44 of the most recent annual report, linked at the bottom. It doesn't appear to support what Draft is saying.
Landsdowne Partners 186,638,262 17.5%
Ervington Investments Limited 137,855,776 12.9%
Hargreaves Lansdown Asset Management 125,035,431 11.7%
Ruffer LLP 85,139,117 8.0%
Interactive Investor Trading 51,142,954 4.8%
Amati AIM VCT plc 45,791,476 4.3%
DWP Bank 32,806,971 3.1%
https://www.velocys.com/wp-content/uploads/2021/05/Velocys-Annual-Report-and-Accounts-2020.pdf