Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
AZ are 16th on 2020 revenues according to Wikipedia.
Note also RMs comment on a ‘British success story’ on the NIHR press release about P3.
Dumbpunter your posting on this is not that of someone who is nonchalantly dipping in and out of this. You comment on like three shares on LSE and the vast majority of activity is on here. I think you were in and sold out, losing some money along the way. So you're hoping for a big drop so that you can buy back in and mentally make amends for your losses to date. There can be no other reason for your constant deramping.
Most of my money is in funds and property, this is a flutter for me, but I'm invested. So I follow the news. If I stopped being invested I'd bugger off, not hang around ****ing on everyone's chips all day.
As confirmed on EU trial register. https://www.clinicaltrialsregister.eu/ctr-search/trial/2020-004743-83/GB
Age split: 450 candidates aged 18-64, 450 65+
Geographic split:
200 in UK (so just 10 per NHS site as per NIHR press release)
300 across EU (so 38 for each of the 8 listed countries)
500 across the rest of the world (45 per 11 countries based on a total of 20 countries in the trial - more are shown but the narrative has been 20 so presume they're expecting some of the 26 listed not to get support).
Thoughts:
1. NHS could go very quickly indeed given the low numbers per site
2. Aligning all of those countries must be an absolute headache as all will require individual sign off. Yes they'll be coordinated by Parexel but - having personally spent 10 years working around the world - getting such a variety of systems to align must be a massive headache. Not surprising that £30m raised for this works out at £33k per candidate so there are a lot of wheels being greased to get this done!
Also 450 under 65, 450 over.
Dumbpunter - thanks for that, it's the first time I've seen the split of 200 in home state, 500 in EEU (inc. 200 for UK), 400 in rest of world.
p.s. it is true, I first heard it in conversation about a month ago and posted the same on here. Proof/certificate will be on your Test and Trace App.
I think Labour are more likely to back it than Conservatives! Forced to take a vaccine and then carry papers around to prove you're allowed freedom? That is something most 'small government' Cons will not like at all.
If you're invested here you're an imminent P3 away from a huge upswing. It won't be like Manic Monday but you'll get a huge bump on P3 results, a huge bump on each big country approval, a huge bump on each agreement out of the 100k courses per month and a huge bump on licensing, as this dies down in 2022 you'll get a huge bump on stockpiling news.
Direct sales and stockpiling will be at massive margins, licensing income will be lower and will come later but the income possibilities from this drug are driven by the huge 'broad spectrum' opportunity. You could be buying a SNG001 inhaler from Boots as an anti-cold remedy in a couple of years whilst COPD patients get a nebuliser to keep them out of hospital and cancer patients take it as a matter of course because they're immunocompromised.
All from a firm with <£10m in running costs. The share price or dividend potential is phenomenal, if it doesn't get bought out before then which will be at a premium.
All it needs is P3 results, so that's the big question, but the Lancet peer review should give you enough comfort there. The rest of the whinging. tweeting MPs, e-mailing your local rag etc. is understandable but pointless. Even the home trial is a side show. This is all about P3. as Prof Tom said tonight.
Indeed. See how excited he got at the prospect of interferon as a broad spectrum therapy for a broad range of viruses? His comments on why injected interferon doesn’t work made a lot of sense; effectively you’re hoping some makes it to the lungs having been through the whole blood circulation process.
Perhaps, though my point is that this is a longer race than any of us recognise.
Worth remembering that the government has a track record on pinning public hopes on things that are just around the corner.
Remember when we were building field hospitals and getting JCB to buid ventilators that were never used, or when we were developing a world-leading Test and Trace system that didn’t contain the virus, or when we were all getting vaccines by Autumn/Christmas/Spring...Easter...life will be back to normal by next summ...this time nex...er...2022.
There’s a pattern, not a plan.
This is a Low. Blur
Unravelling already.
There is no way you’re a GP. If you were you’d know that there is not a chance in hell of a lab providing patient data to a private firm. Subtle deramp?
ChrsT/Mat. My thinking was that this is about supplying product and support into the FDA trial i.e. the cost of trial set up, patient procurement, data monitoring etc. is on the FDA with SNG perhaps on the hook to provide product and to establish the protocol for or provide Zoom Nurse support. That's a very different cost prospect to a self initiated trial.
It was these two parts of the placing RNS I was thinking of, firstly from the description of proposed activities:
The Company is also discussing with a number of other research organisations and trial delivery groups in the UK and internationally as to how it could either commence trials of SNG001 or otherwise integrate SNG001 with existing trials.
Then in the funding breakdown:
Generating further data to support SNG001 clinical development, manufacturing processes and regulatory activities £6m
It isn't. If you test positive and are fearful of progression of the disease you take the home trial to avoid the dangerous second phase. My understanding - from friends and family who have had this and been into that second phase where they're so breathless they become dilusional and panicked that they are not breathing/not taking in enough - is that avoiding serious onset of the disease is a very good thing.
A chap in my team who is 42 and has no other health issues said he thought he was going to die as he lay at home waiting for an ambulance. When it got to him they said he wasn't ill enough to go in. If you were 65+ you'd be even more fearful, so taking a drug that avoids that scenario is a bit of a no brainer....if you happen to stumble across an advert for it of course!
The lack of active patient capture is the issue here. It is a totally passive campaign, and poorly marketed at that.
Is this what the 'other trials' cash was for in the recent raise?
It's not announced, he said they were in talks.
I'm fascinated by Holgate's 'FDA Home Trial' comment as I think that is a game changer in terms of profile whilst P3 plays out. Being put on a govt controlled trial with a steady flow of patients in the biggest pharma market in the world would put SNG right on the map.
Have any of our super sleuths found anything about the trial he could be referring to? Would it be a Warp Speed?
Sounded a way off/unlikely though