Member Info for HelloSanDiego

"who I invest my money..."

Are you having a stroke? Don't take that personally, I struggle to do two things at once as well.

rooblertwo - Why do you think they no longer own Iclaprim? They haven't announced anything like that.

I've been researching the liver toxicity concerns and it looks as though dihydrofolate reductase inhibitors (e.g. Iclaprim) inhibit the production of chemicals in the body that reduce folate.

This is a concern because it causes folate to build up in the liver, and since it isn't known for sure that this buildup doesn't cause damage it can't be ruled out without further data.

So as far as I can tell, there's no data suggesting Iclaprim is harmful to the liver. But it needs to be proven it isn't.

What I'm hoping is that someone with knowledge of clinical trials can tell me, in order to get FDA approval would it be enough to just dose volunteers with Iclaprim and monitor their liver functions, or would they need to entirely repeat the Phase 3 trials they've already conducted, but with the addition of monitoring liver function?

"would you be better buying skin shares as the shares are linked now and skin going up will increase the modern water price"

If the merger was guaranteed to happen, you'd be better off buying whichever one was cheapest at the time as they would end up being exchanged for SKIN shares anyway.

"Can someone tell me / confirm it’s a ‘ notice of holdings RNS we are waiting for ‘ ? "

I might've misunderstood the question, but some people think a TR1 should have been incoming since last week. If you click the 'SNG Live RNS' link at the top of this page they just show up as 'Holding(s) in Company'. The last one was on 21st August. Fyi, I'm not sure we'll get one because the volume we've seen since then could easily be attributed to PIs or possibly an II that's under the threshold. For me, the important thing is that none of the existing IIs (Venrock etc) have reduced their stakes.

"If it were 1 skin share for 1 MWG share...what would happen if skins share price dropped to 2p and MWG’s share price stayed above 3p??"

It's just my opinion but I don't think there's any chance of that. If Friday is anything to go by, MWG holders would just start selling their shares to buy SKIN shares and the prices would remain about the same.

The good: The company has a net deferred tax asset of $18m and Jonathon Gold is earning $25k per month, which doubles on a successful RTO. The other directors get a much smaller amount but GL gets $100k if it happens. So plenty of incentive to get an RTO done.

The bad: Judging by the last line it looks as if the Iclaprim IP is likely to get handed over to Hercules. I might have misunderstood it, but it says on August 7th they gave notice of their intention to foreclose on the collateral (i.e Iclaprim).

" Amazed no RNS from change in holdings from last week and this"

When it hadn't arrived by yesterday I just came to the conclusion none of the existing II's had changed their position and none of the new buyers had hit the threshold. I don't have much experience though. Have II's ever been known to wait this long to notify?

"they were imminently"

https://www.bmj.com/content/356/bmj.j599
https://www.pbs.org/newshour/show/led-afghan-hospital-bombing
https://www.thetimes.co.uk/article/jam-tomorrow-is-easier-to-give-away-vxpz2blm8

Woodstock - If the BoD had significant doubts about the COPD results, why wouldn't they have fundraised in the past few weeks when they could have done so with little damage to the share price?

Either it's very poor judgement or the results are sound imho. I don't have much experience here though, so maybe I'm wrong. I'm interested to hear feedback.

18th August: "There is still work to be done on it, but we have said we will have the prototype this quarter"

https://twitter.com/gjbrandon/status/1295758097210892289

Normally I'd turn to Google for answers first. But when it comes to this stuff the internet usually buries the results in some un-indexed patent or law site. Anyway, I got my answer. Thanks.

"Highly alarming that the company itself is only expecting a modest rise in sales"

I can't blame them for not forecasting sales results for a product that's still in development. If anything I'm glad they aren't seizing every opportunity to hop on the Covid bandwagon, like some companies . I'm just trying to find out if:

1) I remember correctly, did GB say the prototype was weeks away, and
2) Is that still the case?

"that what they keep on telling us"

Well it was only weeks ago they first announced it. I'm just wondering if the original estimate is roughly the same or if the date's slipped significantly.

"When was it established it could go in to September?"

Deadlines get missed all the time, often for innocuous reasons. It's not like negative results would take longer to analyse. People need to stop panicking that it means bad news if we don't get them this week.

I know they're working on it, but I thought I read not long ago that a Covid detection prototype was weeks away.

Is that right, and is it still just around the corner?

Thanks. That's what I thought, but it's nice to have confirmation.

So when the COPD results come in, they will effectively contribute to doubling the size of the recent Phase 2 trial, at least for some endpoints?

Looking at the price, it seems as though people are assuming that if they're taking longer than some of us expected, that somehow means the results are going to be less successful. Is there any logical reason to think that's true?

"Agree with most of the above. The article was very poorly written and assumed the very worst for Synairgen and SNG001."

Everyone on here is quick to blame the MM's for their games. But doesn't anybody wonder if maybe that article was written to relieve some jittery PI's of their shares here? The must be a lot of people from the 20-35p days scared at the thought of their profits evaporating.

"If phase 3 is approved then id expect they'll be some disappointment and or sp drop."

The II's who've invested here at over £2 will know better than to expect approval without a phase 3 trial. So I don't think it will affect the price that much.

They're not making any money yet. Google "c4xd Indivior deal" and also take a look at the 'pipeline' section of the website. Look here, too: https://www.clinicaltrials.gov/ct2/show/NCT04413552

Good luck.