Member Info for icalvert

"Fewer participants treated with SNG001 compared to placebo progressed to hospitalisation (1/110 vs 7/110, P=0.07)"

For information, the p value seemed high to me given data. I did back of an envelope "test" with EXCEL , rather than say difference of two binomial random variables, of just asking for probability of 0 or 1 progressions from a binomial with n=110 and p=7/110.

Comments and corrections very welcome: from statisticians especially.

As a LTM holder, I would be interested to know about SCIB1, Phase1 and 2 triallists. Are 5 year survival rates the industry standard? What about quality of life also?

Having just had my over 65 Covid booster with an annual flu jab. I can't help wondering, in view of our second generation Covid product what is different about Covid and flu mutations?

Who thinks , like me, there a greater than 50/50 chance that Evraz will agree a Sale of ENA by Christmas 2023

IMHO

The next Russian Presidential election is scheduled for March 2024.

Putin 2022 must go ; more precisely the Putin 2022 Ukrainian territorial gains. The bravery of Ukrainian civilians and military in 2022 is significant. Much of the democratic world , notably excluding China and India, seems to be involved in economic warfare against Russia hopefully to bring home to its people the economic and political damage Putin's vision will do to Russia .The economic warfare against Putin's Russia with collateral damage maybe including POG, in which I still hold 100k shares , will hopefully end by April 1 2024.

Much of the populist Russophobia in the UK , at present , is saddening and may also adversely effect the POG share price for months to come.

Share-Hobbit : iMHO I disagree. Who knows what power has done and will do to Putin? However there is evidence, the battle of Kiev, that an attempt at regime change was made in Ukraine by Putin's Russia : halted politically and militarily with defensive weapons from the west. and the bravery of the Ukrainiann people.

Possibly Moldova will be next?

In any event, the West, doubtless with a watchful eye on China, is trying economic sanctions to impress on Putin that there are costs to Russia of his 2022 Ukrainian mistakes.

Does anyone know or have a link to all the Russian firms listed in London, as a starter, that have been suspended? I am in two minds about asking for the reasons,

Time will tell. As a LTH who still has 100k shares in POG, having sold half my holding at 25-30p in the last two years, I still have a financial interest here.

However there is an economic war against Russia, Putin 2022 must go!

While Russia may expropriate all or some of POG's assets :dog legging from POG to Gazprom/ Russia is another , maybe UK legal, option , doubtless considered, by some Russian officials: this would avoid direct transfer from POG to Gazprombank.

Have the UK PM 's recent rhetoric/ comments on Russian gold, , doubtless used for rouble support, received any multilateral backing?

D'oh , sorry for typos

My understanding of the depth and breadth of relevant UK law is comparable to that of Bart Simpson' s but if the oligarchs assets/srhaeholdings are frozen how can they have control of the EVRAZ?

My views are:

Putin 2022 must go! The economic war the West is raging against Russia will hopefully produce , Russian led , political change quickly. There is a Putin war crimes issue.

The HMT officials linking of EVR steel with Ukrainian tanks was at best very "shoddy". As a lifelong but long retired Civil Servant , I was not greatly surprised.

As a very small EVR investor, I recently used my remaining 2021-22 ISA allowance on it . After recent due diligence , I trust the UK judicial system and Parliament to do the right thing but there is a war.

Thanks very much for sharing your convincing knowledgeable and detailed analysis.

Sadly the EVR steel - Ukraine tanks connection story is not unbelievable. WMD in Iraq at the time of the second invasion had elements of information flows being somewhere corrupted in the direction of what Ministers want to hear. Whatever happened to evidence based policy

"Putin consulted in meetings with Abramovich on the question of who should be his successor as president; Medvedev was personally recommended by Abramovich.[51]:?135,?271?"

Bring back Medvedev! Neither RA still less Evraz is responsible for Putin 2022 and his latest Ukraine war which requires a flexible economic warfare response from Western democracies.

Iran was brought to the nuclear negotiating table by economic pressure.

My understanding of the Moscow report follows. I was not one of the recommenders and make no comment on its truthfulness.

$13 m was paid by POG to Agestinia for an option which was not exercised The option was estimated by EY to be worth around $16000, at an unspecified date . In addition, "there is reason to believe that Maslovsky received a significant part of the funds in the amount of $ 13 million paid to Agestinia, and this company is indirectly related to him."

I guess own-mined gold production for Q4 good news is due in January.

Profitability of POX Hub , with own mine ore, will I trust be very good news too.

Thoughtful dissenting views welcome.

Will the Scancell Omnicron alpha humanised mouse be based at Nottingham or Oxford or both?

Ivy,

Maybe it is hoped, by many Simpsonic investors, that efficacy is a "no-brainer" whereas health and safety is sometimes problematic?

Great product news.

"yes $4.2bn for keytuda alone in one quarter on a drug which is patchy at best on results and side effects."

What is the estimated Keytruda current success rate, with appropriate measures? Given the different/ independent(?) nature of SCIB1 and Phase1 results, I guess the Simpson family might well believe that it is a "no-brainer" that these trials are most likely to be a huge success, suitably measured? Doubtless Lisa would have an estimated probability range for that.

Assuming Phase3 ACTIV-2 results in "early2022" means by 1 April and that then Synairgen are a/the leading "reduce hospitalisation" plus important other things product, how quickly, Alphageddon or others, do you assume production can be ramped up to 100000 treatments per month?

Pskov, thanks for posting all this interview information.

"The first half of 2021 was a transitional period for Petropavlovsk as we prepared to launch the Pioneer flotation plant, which heralds the mine's shift from processing non-refractory ore to being a producer of refractory concentrate to feed our Pokrovskiy POX hub. I am proud to highlight that we launched the plant one month ahead of our revised schedule. With the Pioneer flotation plant and increased deliveries of 3rd-party concentrate in the second half, we are confident of meeting our full-year production guidance for 2021."

Do anyone trustworthy have guesses about the (including total) costs of gold produced from our refractory ore and POX ?