Member Info for howmanyfools

Great early analysis results and well done to the UK government in securing 30 million dosages of BNT162.
https://www.nytimes.com/2020/11/09/health/covid-vaccine-pfizer.html

Still waiting for peer review from Marsden and Co.
Perhaps tomorrow is a good time for that detailed data on SNG001.

Interesting that both Pfizer & Synairgen are self-funding and on the cusp of something special.

Next video of TRUMP showing him taking inhaled SNG001.

That should get the ball rolling!

Meteorological definition of summer - 1st June to 31st August.

RNS 28th September 2007 - Licence & Supply Agreement for Interferon Beta from Rentschler:
https://www.investegate.co.uk/synairgen-plc--sng-/rns/licence--supply-by-rentschler/200709280704156860E/

New US Manufacturing Facility to open 2020:
https://www.pharmaceutical-technology.com/projects/rentschler-biopharmaceutical-manufacturing-facility-expansion/

Hopefully science shall prevail over politics, regardless of numbers, putting trust in Stephen Holgate where he says:

"...our inhaled treatment of giving high local concentrations of interferon beta, a naturally occurring antiviral protein, restores the lung’s ability to neutralise the virus, or any mutation of the virus or co-infection with another respiratory virus..."

Unlikely today because Jeremy Naylor is wearing a different tie! That's if you check his 7.30am bulletin.

Excellent and very direct questions for Richard to ponder with glee.

Nolupus, it is precise to say the meteorological summer is June 1st to August 31st.

THAT subject should be HOME trial numbers

Between 26th May to 15th June, uk gov figures give number of new covid cases in the Synairgen catchment area at around 152 and a further two cases in last 24 hours - one from Bournemouth/Christchurch/Poole and one from Rushmoor (Aldershot/Farnborough).

Aldershot / Farnborough are slightly over the 40 mile cut-off and Synairgen say this mileage is approximate. Being less than one hour journey time, these cases are likely to be considered.

So progress in number of cases and hopefully Synairgen are steadily adding to the 120 target.

Gap at 33.4 - 34 closed today with a low of 32.8p.
Buyout target £67 = 10 billion ?

Giles, you are writing like Gobind ..."in the coming days."

Would that be 3, 5, 10, 20, 50?

Bergenbio currently up 112% on this news, company valued at quarter billion pounds.

......also a statement of salient points repeating what was said in podcast. I am being realistic. A little more patience required.

I do not think directors should be TOLD to buy. Let them first complete the RCF followed by Hybrid Bond deal, then they can buy-in at a much higher price.

Listening to the podcast, Austin is raring to go, Danny cannot wait to take us to the next level and Gobind is halfway through his marathon.

Last thing I remember, I was
Running for the door
I had to find the passage back to the place I was before
'Relax' said the night man,
'We are programmed to receive.
You can check out any time you like,
But you can never leave!'

Alpha are likely to run out of cash end of May.

So we potentially have up to 9 weeks to breakeven.

This gives Gobind adequate breathing space in the current climate to get that RCF signed-off (if still required) and announce some meaningful AUM.

I would be pretty ****ed-off if they were to announce another cash raise.

Half year ends this Friday and we have Saturday 29th to look forward to!
I am expecting news later this week OR into next week at the very latest. Have been taking my chill pills since July 2018 and can thoroughly recommend them. Good luck everyone including Gobind and Danny.

To add AUM in billions to my list and mkt.cap to AUM ratio:
BLK 6960, 1.25%
BX 545, 13.6%
IVZ 1184, 0.67%
LAZ 231, 1.9%
KKR 218.4, 12.9%
IEP 23.3, 60.6%
EMG 112.7, 2.1%
APO 312, 5.9%
FSZ 130, 1%
AGF-B 39.4, 1.4%

No valuation from me, but selecting a handful of big fund valuations from publicly traded hedge funds (source: 10 Publicly Traded Hedge Funds That Pay a Dividend Daniela Pylypczak-Wasylyszyn Feb 20, 2020) and quoting trailing twelve month figures sourced from Yahoo in billion dollars - company name, ticker, mkt.cap, p/e, revenue:
Blackrock, BLK, 86.5, 19.59. 14.5
Blackstone, BX, 74.2, 20.21, 5.75
Investco, IVZ, 7.94, 13.66, 6.12
Lazard, LAZ, 4.35, 16.98, 2.67
KKR & Co, KKR, 28.1, 9.35, 2.98
Icahn Enterprises, IEP, 14.13, 22.05,8.88
Man Group PLC, EMG, 2.4, 8.62, 0.98
Apollo Global Management, APO, 18.43, 12.32, 1.9
Fiera Capital, FSZ, 1.31, N/A, 0.6
AGF Management, AGF-B, 0.54, 11.48, 0.42

Go figure!

I'm with Johnny. Hybrid news is long overdue and the Blackstone JV Theory or similar is plausible with scope for exceedingly high values. A new hybrid fund No.2.