Member Info for JimSanchez

Sadly Mr C I think it’s a future posting of old content, from a virtual conference RM attended on the 9th of March... see the bottom of page 2

https://www.sachsforum.com/uploads/5/1/9/6/51964431/ehtf_draft_agenda.pdf

Don’t think the HT data had been unblinded by this point but we could still get hints about JV / manufacturing scale up, you never know...

Brilliant find, thanks for sharing. Enjoyable segment at the 24 minute mark too where FDA head is talking about monoclonal antibodies. She says (not verbatim) ‘we can be more confident in the safety of drugs that are naturally occurring in the body and that have been studied for decades’. Sound like anything else we know? ;)

Tomorrow marks two weeks since the UK home trial enrolment RNS... i.e. today was (presumably) the end of the last treatment period. I know RM said Q2 for results, and I’m sure there are good reasons why SNG might not have even seen the data yet, but still...

Just pulling your leg Daytrade, congratulations to you if you’ve been in a long time, I can’t say I’m that lucky! All the best.

Hats off Daytrade - now that’s what I call a *real* LTH, that’s been quietly monitoring SNG via teletext!

How many farthings is your average SP? (I kid)

Totally agree Tommy - surely the BBC science or health editors should have understood that they are in no way equivalent evidentially and scrubbed those remarks? On an otherwise great day, that’s stuck in my craw a little

Yeah but as Mat is suggesting above, it might be more appropriate to remove the placing cash from the current market cap and then divide by 150m. That would give you about 160p in ‘old’ SP money for the assets that were there before the placing. I’m no expert though and as to which is the more correct view I wouldn’t be in a position to advise.

Hey Purple, we went from 150m to 200m shares approx, so the rule to go back would be ‘times by four thirds’ which as of now would make it about 210p equivalent (based on 157p current SP).

Whether that’s really a valid comparison given the progress made thanks to that placement cash I’m not so sure though.

Last call for passengers for flight SNG001 from Southampton to Washington. Your gate closes in 3 hours!

We will be cruising at altitudes of over £2. Captain Richard 'Buzz' Marsden is ready to welcome you aboard! The in-fight meal will be shorters on toast.

(Disclaimer: this is pure speculation that could age badly but hopefully fun nonetheless!)

Cheers Joey, I’d managed to miss that one!

Feels then like that might have been the last big piece of the jigsaw - what an exceptional team they have down there in Southampton.

Quick question for anyone suitably qualified - so as well as its antiviral action, inhaled IFN will increase presentation of the shorter form of ACE2, which will in turn serve to reduce inflammation in the lung, without creating more binding sites for the virus?

Do these findings therefore suggest SNG use for ventilated patients as well?

Sorry if any of the above is dumb & I’ve at all misunderstood.

We’ll have some hard data too - subjects are having their blood oxygen saturation measured via a device sent in the post. That’ll be brilliant supporting evidence.

Also having their temperatures taken, but the RNS didn’t specify via which end...

Good question Big.

After the last patient is enrolled, we’ll have to wait 14 days for the last treatment period to run its course and for all the data to be gathered, based on my reading of the protocol.

Thereafter, a first draft topline logistic regression in R of ‘odds of progression to OSCI 3+’ should take hours, never mind days or weeks.

That’ll have to be checked and reviewed internally by SNG of course but I can’t see it dragging on for very long after that last 14 day treatment period is completed. In a commercial setting (financial services) we’d be looking to get that topline out in a week, maximum!

If SNG001 is as effective as we all hope, then ironically that might slow things down slightly as they’ll have to employ slightly different techniques to stop the maths from falling over. But they’ll be used to that and had to do it in the P2 hospital work.

So I reckon 4 weeks after last enrolment, if not sooner.

On your last point Joey, what shocks me is that in spite of knowing the differences between the low dose / high dose and high dose / high dose groups, e.g. with respect to participant ages and time between doses, the authors didn’t see fit to segment the efficacy data so that like-for-like comparisons could be made between LD/HD and HD/HD. The peer reviewers had to request it!

It’s either shockingly arrogant or shockingly incompetent, and I’m leaning towards the former...

Ah, that’s where I got the 8 from! Cheers Matt, and good work on compiling the dossier!!

Millie, I think on the ShareSoc presentation a few weeks back RM was saying 2-3 years at normal refrigeration temps, and up to 8 years in deep freeze, if memory serves. So potentially a lot of repeat business in keeping any stocks replenished.

Worth remembering in that context that not only do SNG have P2 covid efficacy data (with hopefully lots more to come from P3!), but they’ve also demonstrated the efficacy of interferon beta in lab studies of swine flu (2009 ish) and MERS (2013 ish). That could be a key differentiator for them in the preparedness market, where their 15 years of hard work could really pay off.

... Monday evening...?!

I almost feel sorry for them Big. I bet they tell their friends and families things like “I’m a stockbroker” or “I work in the City”.

Sadly they weren’t smart enough for either of those things, so they spend their days polluting boards like this, trying so scare small investors into selling at a loss. Vermin.