RE: Autoantibodies against IFN alpha/omega vs beta21 Aug 2021 08:57
Many thanks Matt, as always.
I agree we have to be cautiously optimistic with Active 2, and if it comes back with negatives then I think we would all be very disappointed. However, the good doctor sounded pretty confident and so did his body language, imo. The speed at which the trial has been conducted has been disappointing for me and certainly not Warpspeed like, especially in light of the millions of deaths, Worldwide.
Competition seems to be increasing, but that’s unsurprising. There’s an incredibly huge market and billions to be made for a successful therapeutic.
The data so far for SNG is excellent, although the evidence needs stacking up with P3 trials. Again, a worry is the time it is taking and will we lose out to a faster moving success story? I get the time constraints, but it is all about time for me. A big pharma produces an effective drug, before we are fully proven, and gets a huge manufacturing contract, we may then find ourselves in a much slimmer market - hopefully this is not the case?
I personally don’t think there will be a takeover, too much has gone into this and it’s Synairgens baby, but I am probably wrong on this as not got any expertise in this field at all.
All my opinion only; still very positive on our chances of positive P3 data and of manufacture and sales opportunities but sincerely hope that this happens in early Q1, 2022.
Making money is one thing, but saving lives with this drug is undoubtedly the most important thing. Let’s hope we achieve both!