Member Info for LiveLongnProsper

@SGD27, good find.
As per my post re BetterLife yesterday ...
On May 19th, Dr Fish appointed to BetterLife’s Scientific Advisory Board …
https://web.tmxmoney.com/article.php?newsid=6989994659831338&qm_symbol=BETR:CNX
@Ghia, maybe not our friend but should know some stuff!
Certainly worth a listen.
GLA

@Ghia, thanks for the reply, sound reasoning on likely dates.

For clarity ...?
Hospital trial CV-19 (SG016, 100 patients) – results July.
Hospital trial COPD (SG015, 109 of 120 patients) – results “this summer”, so I guess anytime in next ~3 months, hope soon.
Home trial CV-19 (extended SG016, target 120 patients) – recruitment underway, no doubt we will get progress updates.
All above for SNG001 (inhaled interferon-beta 1a), sources …
RNS 28 May Recruitment of Patients in SG016 Trial Completed – “Results from the hospital setting are expected in July 2020, as announced in the Company's Preliminary Results statement on 26 May 2020”.
RNS 26 May Preliminary results for the year ended 31 Dec 2019 – “The Company has received approval from the Medicines and Healthcare products Regulatory Agency (MHRA) to conduct an unplanned interim analysis on the grounds that data from the 109 COPD patients with confirmed viral infection generates useful safety, biomarker and potentially efficacy data to support ongoing trials of SNG001 in COVID-19 patients. The results of this interim analysis are expected this Summer”.
RNS 26 May Initiation of SNG001 in home setting – “This follows receipt of the necessary approvals to expand the ongoing SG016 trial from the original 100 patients, to include enrolling an additional 120 patients in the home environment, as announced by the Company on 30 April 2020”.
Would be delighted if anyone has better info on timetable, or any other key updates expected.
GLA

Following up posts from about 3 weeks ago …
https://web.tmxmoney.com/article.php?newsid=6450478358609098&qm_symbol=BETR:CNX
BetterLife Pharma Canada (BETR:CNX) announced results of an interferon-a2b study (also, for some, in combination with arbidol). From the report – “Despite the study's limitations of a small, non-randomised cohort, the work provides several important and novel insights into COVID-19 disease, notably that treatment with IFN-a2b accelerated viral clearance from the upper respiratory tract and also reduced circulating inflammatory biomarkers …”.
The lead author was Dr Eleanor Fish. Then, on May 19th, Dr Fish is appointed to BetterLife’s Scientific Advisory Board …
https://web.tmxmoney.com/article.php?newsid=6989994659831338&qm_symbol=BETR:CNX
Now BetterlIfe attempting to acquire Altum (some directors resisting!) …
https://web.tmxmoney.com/article.php?newsid=5845243055376011&qm_symbol=BETR:CNX
And here’s the interesting bit, one of Altum’s ‘lead products’ is “Interferon a2b (IFN a2b) inhalation formulation”.
So these guys seem quite keen on inhaled IFN, but are way behind SNG in doing proper trials.
Nearly forgot, back to the first link, really like this extract, of course if it were to be true (DYOR etc.) …?
“Dr. Eleanor Fish is further quoted in the article that "rather than developing a virus-specific antiviral for each new virus outbreak, I would argue that we should consider interferons as the 'first responders' in terms of treatment. Interferons have been approved for clinical use for many years, so the strategy would be to 'repurpose' them for severe acute virus infections…”.
GLA

Shares traded today, ~10% of co.
Many, many, delayed trades.
What does this portend?
GLA

Well they say 'good things come in 3's' ...
Jun 3 2020, 15:43 143.50 1 143.00 145.00 Sell £1.435 O
Does look like the 'tide turned' though.
GLA

Just for informational purposes of course ...!
Jun 3 2020, 15:15 138.75 1 136.00 139.00 Buy £1.3875 O
Jun 3 2020, 15:23 139.917 1 139.00 140.00 Buy £1.39917 O
In fact 2 for good measure.
Nothing implied, haha
GLA

Hope that the PXOG guys actually do get some ‘free money’ from their options. To make any kind of decent money the SP will need to be at least 2 or 3x what it is now. In fact I really hope they make money on the other set of options still ‘live’ and due to expire in November – these are at 0.52p.
If, and stress if (DYOR etc.), ‘the ducks are lined up’, we’ve got the options sorted so should really be focused on getting the SP up to something sensible – El Romeral transfer confirmed, accounts then restated for 2019, company rename (fanfare!), Italy approvals, some news on Tesorillo, Romania strategy (‘core’ or not was touched on in one of last podcasts), other? C’mon Ed.
GLA

https://www.telegraph.co.uk/news/2020/05/29/second-wave-coronavirus-uk-winter-peak-covid/
From the Telegraph today, interview with Dr Hans Kluge, director for WHO Europe …
“Countries should use this time wisely and start to strengthen public health systems as well as building capacity in hospitals, primary care and intensive care units, he said.”
Second wave – “could coincide with an outbreak of other infectious diseases.”
Second wave –“Africa and Eastern Europe?”
“But in the absence of an effective treatment for the virus, or a vaccine, Dr Kluge said any lockdown had to be accompanied by rigorous public health measures including comprehensive contact tracing and testing”.
Now the testing co. folks will like that, but what about the “effective treatment”?
Goes on to say that the “key message” is – “The full disease control package has to be in place.”
So that’s got to include treatments, for people with underlying respiratory health conditions and weakened immune systems, all the better if Prophylaxis demonstrated.
Trial results due soon – COPD and CV19 hospital, to be followed later by CV19 home, double-blind placebo controlled, ‘gold standard’, professional team, UK medics (the best), any more …?
Oh yes, from the 26/05/20 results RNS – “In the event that the current trials prove successful, Synairgen has made good progress with suppliers to scale up production of SNG001 rapidly with the aim of being able to supply meaningful quantities by the end of this year”.
GLA

Also from Twitter a few mins ago ...
https://twitter.com/AndrewWest18/status/1265999074353971210
Says 'development stage', but otherwise is it real? Please DYOR.
GLA

GG12, my view ..
i) All about ‘energy transition’ in Europe, with gas being the transition energy source and the destination being – more wind, solar, electricity, hydrogen, etc. and much less coal (zero) and oil. In the next 20-30 years great opportunity to reduce / end (?) dependence on gas imported from Russia (Italy) and North Africa (Spain) etc. as transition to a ‘green’ and sustainable energy economy takes place.
ii) I expect that the registration of ‘Prospex Energy’ so far is just to ‘grab’ the name, then after voted through at AGM we’ll see the transfer – Ed probably got a few letter headings and name badges to change as well!
GLA

Just for info, and based on my research, so of course please DYOR.
Prospex Oil and Gas PLC.
https://beta.companieshouse.gov.uk/company/03896382
The wholly owned subsidiaries …
Massey – owns 50% EIV-1 Suceava (balance with Raffles Energy)
Muirhill – owns respectively 15% Tarba Energia share class for Tesorillo and 49.9% Tarba Energia share class for El Romeral (balance of both with Warrego – WGO:ASX), option to increase to 49.9% for Tesorillo.
Marshall – owns 17% Podere Gallina licence via farm-in from PO Valley Energy (PVE:ASX 63%, also UOG:LSE 20%). PVO is PVE’s local operating company.
County – was the 49% owner of the Polish venture (duster!).
All above 100% owned by PXOG. See the PXOG annual accounts for 2019 page 33. This is also reflected in the subsidiary companies annual reports where you should see words something like – “the ultimate parent company is Prospex Oil and Gas PLC …”. Directors are either just Ed, or Gerry and Ed. Of course the last accounts posted are usually best part of 2 years out of date.
Importantly, as I have previously mentioned, these companies are named after tractors – not sure what input the tractors have in company decision making?
Which brings me to the new company, hot off the line and ready to roll …
Prospex Energy Ltd. Created on 21/02/2020, currently 1 share and 1 shareholder – Gerry Desler, the PXOG Company Secretary. Watch this space!
https://beta.companieshouse.gov.uk/company/12476146/filing-history
Now then, back to business, Edward please, where’s that El Romeral transfer and those Selva approvals?
GLA

https://tools.morningstar.co.uk/uk/stockreport/default.aspx?tab=0&vw=st&SecurityToken=0P00007YNX%5D3%5D0%5DE0WWE%24%24ALL&Id=0P00007YNX&ClientFund=0&CurrencyId=BAS
Morningstar gives a simple list of trades (up to a limit), you can see the last (UT) trade @ 16:35 for 202.0 then loads of late reported trades still piling up inc. the 177.0 for 200,000.
GLA

Highly professional company moving at a pace only constrained by regulators, suitable trial candidates and the experts who manage these candidates and with a clear desire to achieve a 'gold standard' quality result. Which comes first – “Summer” for interim COPD analysis, or (from the home trials RNS) “Top line data from the trial in the hospital setting is expected in July 2020.” Meteorological summer starts on June 1st.
From the preliminary results RNS …
"We have received approval from the Medicines and Healthcare products Regulatory Agency (MHRA) to run an unplanned interim analysis on the grounds that data from 109 COPD patients with confirmed viral infection generates a useful safety, biomarker and potentially efficacy data to support ongoing trials of SNG001 in COVID-19 patients. We expect to have data from this interim analysis in the Summer 2020". More data that hopefully will support the use of SNG001 as an 'anti-viral'.
Worth remembering (also from the preliminary results RNS) …
"In the laboratory, IFN-beta has been shown to protect cells from infection by SARS-CoV-2, the virus which causes COVID-19".
GLA

Broad, good to see that someone else is watching the ‘partners’.
WGO are certainly ‘stressing out’ some of their Aussie investors, not to mention those in STX or both. They rejected STX’s all share acquisition offer of 1.2x STX shares for WGO shares as too low – also a suggestion that they would want to retain Spanish assets (i.e. currently 85% Tesorillo and 50.1% El Romeral via 2 Tarba share classes). They then commissioned an independent resource certification of West Erregulla (50% WGO, 50% STX – operator) possibly without telling STX and the answer came out lower – though arguably more certain! Now they’re doing a raise, nominally to fund the next round of drilling at West Erregulla required to achieve resource status. I think WGO are in a very strong position as STX really need the whole asset to facilitate their own acquisition to a mid-tier player or major. Personally would like to see a cash rich WGO (or other entity) emerge from this and focus on Spain.
Don’t think PVE deferring AGM means too much, but they do need to raise soon (see their last quarterly report) – shouldn’t be a problem as 50+% director owned. I think UGO (20% Selva) were the first to mention that Selva would be delayed to H1 2021.
Of course, please DYOR.
GLA

Good points TradingLad. Nothing has really changed, it should be no surprise that Italy and Spain are delayed given the current situation.
Perhaps worth reflecting on the nature of PXOG, i.e. an onshore gas investment company operating through JV’s, partners, farm-in’s, etc. Hence the importance of keeping a close watch on WGO and Tarba, PVE, maybe UOG and (if you can) Raffles.
Having said that, we do need something this year – at least El Romeral transfer and Selva approvals, Granicesti would be nice – did get a mention.
GLA

More 'Affimer potential', it just gets better!
GLA

On 15th May Avacta announced SARS-COV-2 “Neutralising Affimers” that “block virus interaction with ACE2 which is key to how the virus infects human cells” and, presumably (my words framed as a question), virus replication.
So taking the general case, and wildly extrapolating, at least hypothetically, can Affimers be developed to ‘neutralise’ or otherwise prevent the replication of any virus, thereby killing off that virus for that season?
You can see where this is going, apart from being quite helpful to human health – which is good, that is ~5bn doses per virus, maybe per year, if they keep mutating out of animal hosts.
Friday evening rambling.
GLA

I'm in for the weekend, but I will be out - for a walk and a bike ride!
Next week will be a good week.
GLA

Medusa19 B-2-C a good step forward, many more steps (and news flow) to come, some steps much bigger than others ...
Cytiva - fabrication, testing, regulatory approval of test strip, followed by scaled up manufacturing
Adeptrix - preparation, testing, approval of BAMS (mass spec) test
More partners
B-2-B distribution
etc., etc.
Acquisition!?
GLA