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30 in trial (as in currently on treatment) would tally with RMS comment of “adding one or two a day” from last week.
The big question is how is their marketing of this stuff so very very bad? For a few grand a day they could have people handing fliers out to 65+ people as they walk out of govt walk-in testing centres. Very frustrating.
The US news would be massive if confirmed as the FDA lead on that means numbers would come very quickly.
I needed this interview after this week. Shame Synairgen don’t advertise their media activity or even show it on their website.
“The Food and Drug Administration are talking with us, wanting us to incorporate this treatment in a home trial” said Prof Sir Stephen Holgate
US home trial with the FDA being set up as well as international trial!!!
Unsurprisingly there is zero coverage of this in UK media. I've flicked through a couple of papers today and watched two news shows and not a peep.
900 / 20 = 45 per country. Surely this shouldn’t present too much difficulty?
.......................this excludes the potential that the UK will take a big slice of the 900 as per RMs comments last week and the NIHR support as an urgent public health research trial. My bet is circa 300 in the UK as that gives another 200 dosed trials vs. 100 placebo and may be enough to get EUA over the line given there is a DMC independently monitoring performance through out.
Meant to say double today...
Even 10% of Tiger's numbers gets you to a share price higher than today. In my humble opinion the only question you need to ask is will SNG replicate P2 results at P3? Everything else takes care of itself from that point.
p.s. for those scared that vaccines will solve this by Jan, these are yet to be built and will run for 2 OR 3 YEARS...all regardless of the Govt's very close relationship with Oxford/AZN and SAGE's view on vaccines.
https://www.bbc.co.uk/news/uk-54953677
Everything is out there in plain sight. Just dig a little deeper than the rose scented headlines which are always designed to keep people compliant.
It is positive. Let’s be happy with that!
Big volumes today, all in very big chunks. Any ideas as to what’s going on? Last of Leonard? Polar or Tikvah reducing? Someone loading up?
If approved on the back of P3 results, yes. Production has commenced. CEO is 'putting drug on shelf' in anticipation of approval.
Remember in Q1 when we thought COVID was flu? Remember in Q2 when we thought lockdown would be 2/3 weeks? Remember in Q3 when we thought we could control it? Remember in Q4 when we thought vaccines would eradicate a growing global pandemic within the the 3 months it would take SNG to complete FULLY FUNDED P2 and a gold-standard P3?
There is madness in the markets this year.
That’s P3
Parsley is this still your share admission theory? What do you think is going on?
That would be useful. I imagine they never considered getting 120 people would take so long!
He said that nothing had happened over the summer but that it was filling at a rate of 1-2 per day. What we don’t know is how many of the slots they got through pre-summer. He said Home Trial results would come before P3 results.
I still think we’ll get P3 commencement this week or on Monday.
There was a 70 minute webinar last week. We're waiting on Home Trial completion and results, then P3 start, completion and results. Then 100k units for sale at a rack rate of $3k moving into stockpiling as a service, then a licensing deal for all other potential 'broad spectrum' opportunities for the treatment with a top 15 pharma.
EUA could slice through any of that should the Lancet peer review prove enough for a desperate country.
Couldn't be clearer. Focus on the goal, not the crowd.
That’s the big news this week, or on the 30th at the latest.
Amongst all the noise it is easy to forget that we’re fully funded for all planned activity, NIHR fast tracked across 20 NHS sites and Parexel fast tracked across 20 global markets.
This is still a bet, but I’d take a 15 years in development, Knighted scientist led, Phase 2 proven, Lancet published bet over most other potential multi-baggers any day of the week!
This is it. A treatment of SNG at $3k is cheaper than a 4/5 day stay in ICU by a factor of about 10 in most developed countries. This could be what allows the NHS to get back to normal for example, or what allows US medical insurance firms to reduce their payouts. Massive gains for those holding the purse strings. Follow the money!
Those with 'populist' viewpoints noted as unlikely to take it in a Guardian survey I saw from Australia. The US may therefore be our market as a 14 day toot on Buzz magic nebulizer is the same price as 12 hours in a US ICU bed.
I have little doubt the 1.2m courses for 2021 will find a home if P3 is passed, even if those produced later in the year translate into part of the stockpile programme. 1.2m is nothing on a planet of 7bn and the tail of Covid will last a couple of years if 20-30% are vaccine dodgers and half the world can't afford vaccines anyway.
This chat is all lovely, but has anyone seen any projections? Best I could find for UK is a Guardian article suggesting a survey of 7000 people found only 49% very likely to take it. Guess that might change upwards as they see it normalised across the press and through people they know. I still think there will be a 20-30% gap though.
https://www.theguardian.com/world/2020/sep/24/a-fifth-of-people-likely-to-refuse-covid-vaccine-uk-survey-finds