Member Info for HelloSanDiego

xviolet

Well they raised £80m at 175p less than a year ago and things are pretty much on schedule. Judging by the volume since yesterday it looks like the smart money is happy to accumulate at these levels, and I'm inclined to side with them.

The price here plummeted literally within minutes of AZ announcing its vaccine results last year. But Merck's announcement doesn't seem to have made much difference, even with the uncertainty that yesterday's presentation left some people on here with.

I'm surprised by just how much of a non-event it is tbh.

It's difficult to compare Merck's "halves the likelihood of dying or being hospitalized" with Synairgen's "increases likelihood of recovery from 20% to 60% for those with severe symptoms".

You're effectively comparing two different scenarios.

They were also keen to emphasise another unique highlight of VLS tech which is its small scale (relative to other FT reactors) allowing it to be much more easily situated near the feedstock of where the fuel will be needed.

Other highlights:
2 mins in: Clarification of how many patents they hold (128 patents in 41 families).

Around halfway: Detailed knowledge of the technology, US incentives and their client's processes and profit margins gives me confidence they know what they're doing.

55 mins: Henrik Ware explaining how much of a shift in attitudes he's seeing now. I think this is practically word for word: "Also a willingness to pay an extra 10 to 20 euros extra per ton for SAF flights. That's the big difference from two years ago when nobody believed anybody would pay a penny more for it, which is why we believe VLS is well positioned to accelerate now."

I doubt it. I think there's too much news that could arrive in the next few months for many to risk being out too long.
- Activ-2 results
- Activ-2 progression to P3
- Confirmation of government support
- Sprinter P3 results

... and early next year
- EUA application
- EUA approval
- Takeover offers

All of that seems likely, even though it's not guaranteed.

It's good to see they've clarified that the manufacturing figure of 100k per month was courses, not doses. It's slide 25 of the presentation for anyone who wants to check.

https://www.lsegissuerservices.com/spark/Synairgen/events/28f37f03-c7dd-4071-b047-66b191931742

dactions

Maybe SNG is more effective for mild to moderate cases than last year's P2 data showed, or maybe he just made a mistake. If I had to guess, I'd say the first one is more likely but I have no idea.

Today's RNS says they're already analysing the Activ-2 data.

But Activ-2 is evaluating patients with mild to moderate COVID-19 symptoms, and today's slides show there isn't any noticeable difference between SNG and placebo in those patients. It's the more severe ones who really benefit. So don't be surprised if the Activ-2 results aren't especially positive.

Alpha-dog - "Regeneron has impressive pre-hospital evidence. Even to still be considered for this SNG must have a reasonable chance of being as good or better in this setting."

Not really, for much the same reason that cars didn't render bikes obsolete.

I spent a few minutes reflecting on it and came to the conclusion that's not even a proper question.

T.Rat - "Did you miss page 8 of AGM document?"

Did you miss the part where they underdelivered on every major milestone so far? You're the only one who believes they'll be manufacturing 200 units per month from March. It could happen. But experience tells me if they say it will, it probably won't.

I was just trying to come up with an easy example for you to understand.

C4XD and Sanofi nominated at Informa's Scrip awards (Best Partnership Alliance category)
https://pharmaintelligence.informa.com/events/awards/scrip-awards-2021/shortlist

Are you serious? How do you get to 23k plus posts without some understanding of how that could happen? Here's one possible way:

The company's currently worth £50m. Let's just suppose IAG puts up half and VLS are able to raise £200m tomorrow via a placing at 5p. What do you think that would do to the market cap and the share price?

Dumbpunter I remember you from last year. Didn't you sell at 80-something pence after buying higher?

You were full of remarkable insights like this:

"There will be [a vaccine] but not this winter and it won't be 100% effective. Even once a vaccine is available there will be such demand for treatment for COVID and flu treatment that Synairgen will be hard pushed to keep up supply."
-Dumbpunter, 22nd July 2020.

The Activ-2 page [linked below] says that "Unblinded Day 28 data will also be provided to a small group of people from the company who owns the investigational agent...".

Does anyone know if they've received this yet?

https://clinicaltrials.gov/ct2/show/NCT04518410

Retireby40- "Rather than pumping on Twitter GB should concentrate on creating shareholder value by running the company effectively..."

Agreed.

The problem with having lots of big ideas is that they take a lot of time to achieve. If you've lost shareholder confidence in the meantime by hinting that success is round the corner when it isn't, pushing back deadlines indefinitely and refusing to lay out a workable plan and timescale, you'll never reach the finish line on any of them.

T Rat - "That would firmly put him in the category of fool."

I don't think it would but I don't have time to explain to you why you're wrong.

Option 4: He's invested because he believes the company's products and/or services have potential, but is frustrated they aren't being reached because of obvious failures at executive level.

Geovanni - "News isn't required to be announced immediately unless there is a risk of other parties revealing it."

No, AIM rule 11 simply says "An AIM company must issue notification without delay of any new developments which are not public knowledge concerning a change in [among other things, its sphere of activity]".

You've added the "unless there's a risk..." part yourself, and it isn't correct. You can check it here:

https://docs.londonstockexchange.com/sites/default/files/documents/aim-rules-for-companies.pdf