Member Info for hold4results

Sort of reminds me of Robert Webb's finest work:
https://www.youtube.com/watch?v=Pwfa04iQyZI

More sellers than buyers.

I did wonder if they were leaning on the new variant news a bit to try to instil a bit more healthy caution.
However - the pfizer and moderna vaccines both work by binding to the spike protein.
If it's correct that the mutation is on the spike protein that is quite worrying.

AZ's Trixeo Aerosphere is an ongoing maintenance drug which reduces the rate of exacerbations in COPD patients who don't respond well to steroids, whereas SNG001 is a treatment once the patient has a virus to prevent exacerbation. In theory AZ's treatment could slightly reduce the need for SNG001, but it would still be an enormous worldwide market treating a leading cause of hospitalisation and death. There is room for both :)

On a side note I'd like to congratulate whoever came up with 'Trixio Aerosphere'. There's a drug that will smoke you a kipper when you get back for breakfast.

Well, we don't really know about late stage, P2 data is from stage 3/4 and P3 is in stage 4. There are 4 stages beyond that, with stage 8 being irreversible. However, the company has signalled an intention to also test the drug in ventilated patients. One advantage of the change of nebuliser model is that it will allow for this.

That's the $64 billion dollar question. You can find any number of leading professionals who will repeat that - "it needs to be given early". It's become a sort of received wisdom, repeated in several key papers. AFAIK it comes from concern that beta interferon (a cytokine) might exacerbate cytokine storms in the late stages. It's actually why we wanted to do a home trial in the first place.

However - the P2 data said otherwise. They were giving it to patients 10 days after symptoms appeared and it still worked.
There are a few hypotheses as to why, an interesting paper recently suggested that lung cells react differently to beta interferon than I think it was liver cells - specifically the ACE2 regulatory response. Fascinating stuff, I think it sort of makes evolutionary sense in allowing an immune response without immediately inflaming the lungs. Or another line of thought about 3 months ago was that there is in fact no cytokine storm and instead a 'Bradykinin' storm, which beta interferon would not exacerbate. I don't think that's prevalent now but I haven't seen it conclusively ruled out.

Anyway - P3 should answer this question and it will be new science - an idea widely held to be true may be disproved. Sorry to ramp slightly but whatever happens with covid in the short term (and it's crazy to discount covid, which has not gone away) the company has the potential to deliver a therapy which changes respiratory medicine forever.
We're just in the slightly awkward phase of standing around feeling a bit useless while they give birth.

Meanwhile the argument over how hard they should be pushing has escalated to a punch-up in the car park :)

I think it's a realistic goal, at least in the UK, that we can roll vaccines out far enough to make sure next winter is much better than this one, without major restrictions and with the economy up and running. For the vulnerable who get protection from a vaccine in the next few months, the impact is enormous.

You can't know for sure, but the reason we had a head start when this all kicked off is because we already had some data showing efficacy against other types of coronaviruses. I imagine the more data you have, the more convincing the case.
It doesn't actually need to be a cure-all - it just needs to be proven against at least one type of virus, and over time it will be tested further against others.

You test it against other viruses. We already have lots of positive lab data across a whole range of viruses, and we have limited but strong clinical data on cold and flu viruses in asthma and COPD patients.

Simon Cowell's let himself go, hasn't he? Saw him in the post office. He looked all old and fat and tired and depressed.
I gave it to him straight.

Over the last four years, weakening pound is good for the FTSE100 and terrible for the 250, since FTSE100 earns most revenue internationally and 250 has domestic focus. The link between the interests of the FTSE100 and the interests of the country is weaker than ever.

I honestly have no idea what will happen, Bozo has literally spent his entire career lying about Europe so anything he says is meaningless and even if he signs an international treaty, he's shown he's willing to break it within months.

Satu returns as CEO and delivers triple platinum blockbusters before the end of the tax year.

You're right Lurker and the reminder is always welcome.
But you got in cheap in 3 days ago, you lucky so and so, while a lot of us have been strapped into the rollercoaster most of the year :)

And now: a short rendition of 'my hovercraft is full of eels' played masterfully on the spoons, by jarus

This could just be a rumour (that I'm starting) but I think THERE ARE TWO SUES

I don't think Big is suggesting that 100k is not a lot of money.
It's just not that big final score we're after to finally get out of the game for good :)

If phase 3 results are bad then we lose. We should all know and accept that risk.
I think the chances of success are very high.

No-one wants to lose £98k but if that was going to be truly catastrophic I would decide how much of it I could afford to lose and take the rest off the table to put somewhere safer. That's always going to be about personal circumstances, younger folks can afford more risk, high earners can afford more risk, those with dependents might want to be more careful etc.

A pretty easy decision when you have concrete numbers like that - as long as I think the chances are greater than 10% or so, I hold. That's assuming that the loss would not be catastrophic and is recoverable.

Perhaps I'm just feeling a bit bruised lately. I'd have turned it down flat 2 months ago.
It ain't happening anyway is it?
The waiting is agonising but we're rounding the corner to the home straight now.