Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Does anyone think the timing of this coinciding with tomorrow's PRIME meeting cannot be an accident?
Quite a few other drugs have been granted a conditional Marketing Authorisation with the requirement for a specific Phase III trial with specific endpoints. Its happened a few times before, lots of info here on previous CMA's
https://www.ema.europa.eu/en/documents/report/conditional-marketing-authorisation-report-ten-years-experience-european-medicines-agency_en.pdf
GLA DYOR
I'm an SNG PI with a decent holding and they've used the Covid play placing so they can quickly execute a 20 country phase III trial (which has also been agreed with the FDA) and produce 100,000 treatments a month for a year, that's potentially worth somewhere between £1 and £2 Billion in income.
It's a very smart placing, a bit like big Als back in April.
IMHO SNG and AVCT are both Covid Gold
DYOR GLA
Bugger
trytobuylow
Each treatment is 14 doses
100,000 treatments = 1.4 million doses
Treatment Estimates at £900 - £1800 = £1350 (mid price)
£1350 x 100,000 = £130 million per month
Annualised
£1.08 Billion (low price)
£1.56 Billion (mid price)
£2.16 Billion (high price)
Sell Depth 8
14:52 JBER 5,000 169
14:57 WINS 5,000 169
14:43 STFL 5,000 168
15:01 CFEP 5,000 167
14:40 SCAP 5,000 166
13:05 FCAP 5,000 165
13:05 PEEL 5,000 165
14:40 SING 5,000 165
Buy 8 Depth
172 5,000 CFEP 15:01
173 5,000 SCAP 14:40
175 5,000 FCAP 13:05
175 5,000 PEEL 13:05
175 5,000 SING 14:40
175 5,000 STFL 14:43
176 5,000 WINS 14:57
177 5,000 JBER 14:52
From what I can see in the charts, the MM's have tried to push the SP down a few times in the last 90 mins but every time they test under 220 it gets rejected by the market. It's a bit of a balancing act but a decent bit of buy volume should see the SP shift gears North (IMHO DYOR GLA)
@pmjh medicine is about de-risking and the opinions of colleagues matter greatly. There has been a lot of momentum in France re support for Interferon as either a treatment or to be given prophylactically so I wouldn't be surprised if it had been discussed. Perhaps not that they definitely knew about approval but more general support in the community was strong amongst those that matter...
to the layman, it makes no sense whatsoever to not authorise its use. The EMA meet monthly, so if there were any future issues with safety (which I don't think there will be) they would be raised quickly.
This was a seminar recorded last week proposing Interferon Beta as a therapeutic. Unfortunately, its in French but has now had over 36,000 views so not insignificant.
Synairgen gets a big shout out around 27 mins in. Many of the slides are in English but unfortunately, close captions are not available.
https://www.youtube.com/watch?v=W9Tl7i_EbGU
Apologies if previously posted.
The news of failing vaccines combined with increasing Govt messaging re lockdowns and the NHS filling up should IMHO force the SP North again today but volume is important. If low volume who knows what the MMs have in store for us...
https://science.sciencemag.org/content/369/6511/1550
From the first months of the COVID-19 pandemic, scientists baffled by the disease's ferocity have wondered whether the body's vanguard virus fighter, a molecular messenger called type I interferon, is missing in action in some severe cases. Two papers published online in Science this week confirm that suspicion. They reveal that in a significant minority of patients with serious COVID-19, the interferon response has been crippled by genetic flaws or by rogue antibodies that attack interferon itself.
“Together these two papers explain nearly 14% of severe COVID-19 cases