Member Info for mact4

Because it is the weekend, if anyone fancies a read:
https://www.toptal.com/finance/valuation/biotech-valuation

"Introduction

If you’re interested in or have experience in the biotech space, it should come as no surprise that biotech companies with little to no revenue can still be worth billions. Consider the most prominent 2017 biotech M&A deal when Gilead bought Kite Pharma for almost $12 billion. At the time of the deal, Kite was still loss-making, with over $600 million in accumulated deficit, but significantly, it also had a pipeline of CAR-T cell therapies, which treat cancer. Kite wasn’t necessarily an anomaly. Almost 80% of the constituent companies of the Nasdaq Biotech Index (NBI) companies have no earnings; over 150 companies representing over $250 billion in market capitalization. And, the average VC investment in biotech has more than doubled over the past decade, from $4.6 billion in 2005 to $12.9 billion in 2015. As institutional equity investors, it’s clear that this cannot be simply explained by the exuberance of investors. Rather, it’s meant to demonstrate that pipeline often justifies the value of a company."

Greg,
The video does not specify if the 1M figure quoted is per month or per year. Let's not get too excited - yet!

Absolutely technical analysis works. TA is simply a graphical/visual way of reading the actions/anticipations/fear/greed of investors as a whole.
What may be confusing is the many different flavours or interpretation to TA!

Just had another look at this video. https://www.youtube.com/watch?v=GBvzwIFQfc8

If anything, I am even more convinced of the significance of the timing. Not only is the video delivering a message in a clear graphic manner, its focus is on Prof Holgate and Synairgen and their discovery of IFN B through the inhaled route. How many times has Synairgen been sideline or not mentioned by name?

As LeroyGamble noted: MRC will not be putting their name to this video at such a late stage unless they are expecting very good news.

I know it is important not to get ahead of the actual results but we do have an exciting few weeks ahead.

BTW just for clarification: one million doses is mentioned in the video but the video does NOT state whether this is per month or per year.

Blookin' hec'. Pretty sugnificant timing of this video. It's all about Synairgen for a change! :-)

Shame.

I read these late night posts, fell asleep and dreamt we woke up to SP gap up to £60.00! :-)

Ah wel, it was a nice dream while it lasted.

Apologies if this has already been posted.

https://www.sciencemag.org/news/2021/08/grim-warning-israel-vaccination-blunts-does-not-defeat-delta?utm_source=pocket-newtab-global-en-GB

Yet boosters are unlikely to tame a Delta surge on their own, says Dvir Aran, a biomedical data scientist at Technion. In Israel, the current surge is so steep that “even if you get two-thirds of those 60-plus [boosted], it’s just gonna give us another week, maybe 2 weeks until our hospitals are flooded.”

Aran’s message for the United States and other wealthier nations considering boosters is stark:
“Do not think that the boosters are the solution.”

Unfortunately I’m too late
My friends daughter has just passed away. She was only in her early 30s.
I know we invest for profit but we really can’t get IFN to the masses fast enough. Many more will be facing terrible losses in the next few weeks and months

Matterhorn: I understand Synairgen needs permission from Activ before any announcements. However, given progression is already heavily implied on the official website, Synairgen’s continued silence can only need to the question: WHY?

Exactly. Gggg spotted this earlier in the week

We can only speculate why Synairgen has kept so quiet; why Polygon has/is building a substantial stake; why the directors chose to exercise their options when they did (beyond the reason for Sept expiry).

Have I missed any other clues?;-)

Thank you. I will have a go.

Thank you.

Did someone here have experience of referring a friend or family member to Prof Holgate to see if access to SNG001 via MAP would be useful? I seem to recall something along these lines from a few months back.

My friend's daughter is very poorly with COPD possibly caused by Covid (I don't have very clear details). I don't want to send my friend off on a wild goose chase as I am not even certain SNG can help her daughter but if Prof Holgate takes calls, then maybe a phone call or email to him might be able to clarify if SNG can help. MAP is not available in this area, and Clinigen is of limited help, very limited help.

Thanks Johnny. :(

A friend’s daughter has gone back to hospital again having been previously discharged. On medication for COPD - next step is scarily ventilation. Only 30. Fit and well. Doctors puzzled to know what to do next. Thinks maybe be pneumonia, may be gave started with Covid though tested negative with PCR each time. She’s in midlands hospital.
I know this is not much info to go with but is this something that SNG could possibly help with? Can she access MAP and if so how? Seems if ventilation is on the cards, could be worth looking at IFN too

Great investigative work, Fruits! There is a comments section for this 'scientific' article...

Just re-read this on the Synairgen website - patients 2-3.5 times more likely to recover. Goes to credibility of that paper if this %of improvement is cited as providing only 'some' benefits!

"Combined Hospital and Home Cohorts data

A combined analysis of the Hospital and Home Cohorts data was conducted to explore the impact of the different levels of breathlessness, which is one of the most prominent symptoms of COVID-19, on time to recovery.

An assessment of placebo patients only indicated that those with marked or severe breathlessness at time of treatment initiation had slower recovery to no limitation of activities than those patients who were not as breathless.
In the Hospital Cohort (reported in July 2020) patients were 2.19 times more likely to recover to level 1 on the Ordinal Scale compared to placebo, HR 2.19, p=0.043. The addition of the 12 markedly and severely breathless Home Cohort patients changes the Hazard Ratio to 2.49, p=0.009.
Interestingly, not all hospitalised patients were markedly or severely breathless at time of treatment initiation. An analysis including only patients who were markedly or severely breathless at the time of treatment initiation, irrespective of whether they were in hospital or at home, showed that those treated with SNG001 (n=33) were 3.41 times more likely to recover than those on placebo (n=36) (HR 3.41 [95% confidence interval 1.47- 7.94], p=0.004)."

Fruits - yes.

But in the discussion section, the authors dissed SNG001. See my message from 11:55.
It seems to me a rather broad stroke analysis to support THEIR own hypothesis but the damage in scientific circles could be huge (remember the negative effects from the WHO trials?).

This article was months in the writing - I am sure the BOD is aware of it before this peer review hence why they take the firm stand that 'data is king'.

I agree.
The science is too 'heavy' for me so I basically skimmed read.
It seems to me that they were rather presumptious to summarily dismiss Synairgen's results, citing it as 'provided some benefits'! 79% against placebo with no deaths?!

But it does show the mountain the BOD has to climb and why data has to be king to persuade these nay-sayers; and a good thing that we have gone to Activ-2 and running the international trials independently.

gggg21 - Unfortunately the discussion section is not very helpful for our product:

"Our study demonstrates that the timing of the type I IFN treatment is critical for its efficacy in a preclinical model of severe SARS-CoV-2 infection. Results from the SOLIDARITY clinical trial showed no benefit of subcutaneous interferon-ß-1a injection, while a phase-two clinical trial provided evidence of some benefits of inhaled interferon-ß-1a in COVID-19 patients [12,33]. The route of type I IFN administration was not the sole difference between these trials, as the patients treated in the SOLIDARITY trial were on average at a more severe stage of the disease. Our findings support the hypothesis that type I IFN treatment may only be beneficial in patients with low viral load or with mild symptoms at the early stages of the disease, while it likely does not provide any benefit in COVID-19 patients requiring hospitalization [31,34]."

(
Article on Chinese trial I referred to:
https://www.medrxiv.org/content/10.1101/2020.04.11.20061473v2#disqus_thread
https://clinicaltrials.gov/ct2/show/NCT04320238
)

Isn't this what the Chinese claimed to have been doing right from the early days of Covid?