Member Info for mact4

All in all, it is good to manage expectations.

At the end of the day, we can only speculate. The market will decide what the SP will be, based on the P3 results and demand from both governments and circling pharmaceutical sharks.

Raphaking

What you say may be true, Raphaking under normal circumstances but we have P3 results, and in current Covid times the clamour for effective drugs will be huge and even with just results on the lower end of good, we are seriously undervalued.

My money is on a blue finish today.

LSE price is delayed by 15mins

True but it’s summer there and winter here - with all the implications of existing winter pressure on the NHS.

As Synairgen does not have the clout of big pharma, this also means that it will scrutinize their data even more carefully so that any announced data fits the final tally. Not a bad thing and totally in keeping with "data is king".

@wpa
Brings to mind RM’s latest comment (at work so I am paraphrasing) of lots of people/govt interested in the results of P3, so much so that they panicked when Interim results were posted thinking it was P3 results.

Another Guardian article - weekend read
https://www.theguardian.com/world/2021/nov/21/is-delta-the-last-covid-super-variant

Just picked out a few highlights.

"In recent weeks, concerns have emerged that the use of new antiviral pills, in particular Merck’s molnupiravir, could contribute to this by actively encouraging Sars-CoV-2 to evolve. Molnupiravir works by interfering with the virus’s ability to replicate, littering its genome with mutations until it can no longer reproduce. Some virologists have argued that if any of these viral mutants survive and spread to others, it could theoretically spur the rise of new variants."

" It has been speculated that the widespread use of convalescent plasma early in the pandemic was responsible for driving the emergence of variants.

“We don’t know for sure, but a lot of plasma was used and it was potentially one of the drivers for the variants,” he says. “It was used very widely in Brazil, India, the UK and the US, all of whom developed their own sets of variants.”

" If you look at the variants we’ve had, they have all emerged in countries with very high, uncontrolled transmission – India, the UK, Brazil. There’s a reason why we haven’t heard of a Singaporean or South Korean variant.”
"We expect the virus to keep evolving.”

Good point. Did not think of that. Thought it was a set of tests and other medical criteria that had to be met first.

Having said that, if there is a clear unequivocal medical need, such as breathlessness, hard for the hospital accountants to argue against prescription.

Hmm, got me thinking even more about the Sprinter trials and 'data is king' comment. Afterall, the BoD are very familiar with the hoops that hospitals will need to jump through to prescribe SNG.

Anyway, day is too glorious to spend on this BB.

Interesting article in the Guardian today form an exhausted respiratory consultant.
His angle is that of the unvaccinated filling ICU beds. However, what I found interesting was this little comment giving an insight to the prescription of Ronapreve (an antibody ****tail).

" It costs about £2,000 a treatment and is subject to a rigorous and time-consuming approval process for every case we treat."
From previous indications, SNG will be cheaper than £2000 and if breathlessness is used as a guide, makes it much easier to determine who to prescribe it to.

https://www.theguardian.com/world/2021/nov/21/icu-is-full-of-the-unvaccinated-my-patience-with-them-is-wearing-thin

@gggg
So taking the % success rate of infectious disease at 75%, this gives us odds of 1/4 i.e. chance of success is much, much higher than evens.
So yeah, if the chance of success is 1/4 but the odds being offered at 5/1/ or 10/1 (or higher, depending on your exit strategy), current SP at 170-175p is a steal!

If we are going to use a horse racing analogy, sure an evens odds is still too low as this implies a 50/50 chance. ;-)

So some support, but we really want to see more.

Would this sum it up?

Was thinking of adding to my long position soreadbettung - no quote for but, just sells!

Signed up for a trial.

Interesting, though nothing new. However, very good to have a mainstream newspaper discussing the limitations of these two pills.

For me, the most damning comment:

Céline Gounder, an epidemiologist who served on the Biden administration’s Covid-19 transition team advisory panel, says the US health system is not set up for rapid diagnosis and rapid treatment. “I do not believe these drugs are game changers — not in the way people think they will be,” she says.

Ghia,

Thanks for the reality check.

Time wise:
30 Sept: RNS states data by early 2022
6th Oct: This Sachs video - data by second half of the year (financial year or calendar year?)
20 Oct (or thereabouts): Proactive interview with Katie - data by early 2022

I do admit to finding it a little curious that he mentioned data by the end of the second half of the year. It may have been a slip of tongue; we will just have to wait and see.

>190

The Pfizer report is for the July start trial. Was monoclonal antibody treatment or convalescent COVID-19 plasma also excluded for this trial?

My take:
(Disclaimer - I am not a scientist)

Scientists seem to be on the look out for mutations to the virus but not all mutations make it to the 'variant of concern' list. Mutations are to be expected.

What they worry about is if any mutations both evade the antibodies from vaccinations and are highly transmissable - as with the Delta variant. This variant, so far, does not seem to be particularly transmissable (towards the end of the article.)

Bumping this thread up