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With a $164b in assets, EUA are looking very positive for the sale of substantially all the assets [1].

1. https://mobile.twitter.com/julianadey1/status/1482752382115237891/photo/2

What I know is that data is early this year. Could be any day. Could be anytime during the day and could even happen tomorrow despite US holiday.

Excellent post EGTP

SNG001 available in months after data is available [1]. Richard Marsden refers to "how long it takes from data through to submission through to availability" as follows: "that's measured in months in this pandemic, not years".

GLA

1. https://www.webmd.com/coronavirus-in-context/video/richard-marsden

--------------------

JOHN WHYTE: Your best guess as to when the drug might be widely available?

RICHARD MARSDEN: So we get data early next year. And if the data is really good and if COVID persists as a problem, then we hope to file for an EUA. And there's precedent there from other people's programs, in terms of how long it takes from data through to submission through to availability. And that's measured in months in this pandemic, not years like it might normally be.

@pjmcgra, thanks for bringing this to attention. Firstly the correct link is:

https://www.webmd.com/coronavirus-in-context/video/richard-marsden

Secondly the transcript states see below for actual transcript Richard Marsden refers to "how long it takes from data through to submission through to availability" as follows: "that's measured in months in this pandemic, not years".

What that tells us is from data to availability of the drug is measured in months (there is no mention of Feb, MAr, Apr or May, then if accepted to go manufacture as per your original post).

What I would say is that this is very positive.

--------------------

JOHN WHYTE: Your best guess as to when the drug might be widely available?

RICHARD MARSDEN: So we get data early next year. And if the data is really good and if COVID persists as a problem, then we hope to file for an EUA. And there's precedent there from other people's programs, in terms of how long it takes from data through to submission through to availability. And that's measured in months in this pandemic, not years like it might normally be.

This is all that needs to be said:

"The current cash resources are sufficient to cover the above plans up to and including the read-out of the Phase III results and existing committed costs for the next twelve months to September 2022, regardless of the outcome of the currently ongoing Phase III trial."

Unfortunately these kinds of posts often appear when companies get close to results, one to set up and another to propagate (https://www.youtube.com/watch?v=b7SjW0vFCiI). As soon as someone like ThinShins responds, suddenly there will be some back pedalling. Not sure what the goal is, but the net result is that: what needs discussing moves down the page and these kind of subtle or irrelevant discussions remain at the top. Next there might be questions on; age of participants, comparable treatments to talk about competitors, stratifying the data further "just in case", imaginary deadlines, issues with management etc etc.

You all catch my drift. Best to just be factual like ThinShins avoid getting into too much discussion and discuss other ideas in new threads.

GLA

@Titania You make a good point that it would be nice if SNG could segment the data later on (age, race, BMI etc) and that it's the crucial topline primary and secondary outcomes that we await (e.g. time to hospital discharge and time to recovery). Let's get the first line of data in which I am very confident will follow similar positive clinical data news in the past.

Great to see the coverage.

Thanks for the link.

‘proposal to sell substantially all of assets’ - @CAW1 that is exactly how I read it. It removes all doubt on what is happening.

There is *some* merit to the comments. However, on a separate note, I am aware that Mooky mentioned potential US (NASDAQ) listing and in the past and in all honesty it makes a lot of sense. A large amount of our business is in the US and we should be allowing for US investors to also pile in. They take this industry very seriously and have a strong appetite for investment in this sector. Although some of the comments are inferred I still think they are worth discussing.

GLA

Here is the of what was said by RS:

"Investors, don't under-estimate what this latest RNS means.

This is a very subtle but effective signal to the market that Cineworld has a full intention of dual listing on NASDAQ very soon in my opinion.

The SEC is undertaking a review of mandated climate-related and other ESG disclosure in public company filings, with the recommendations expected before the end of this year. Whilst there are no mandatory ESG disclosures at the federal level, the SEC requires ALL public companies to disclose information that may be material to investors INCLUDING information on ESG-related risks and requires disclosure of ESG and how diversity is considered a factor in the process of considering a listing on the NASDAQ (read: women on the board, minorities).

"The Environmental Committee will be chaired by independent Non-Executive Director,
Ashley Steel. Renana Teperberg (Chief Commercial Officer) and Camela Galano (independent Non-Executive Director) will also be members of the Committee. "

All very experienced and knowledgeable women who will not only add (ESG) value to the committee but help Cineworld move towards a NASDAQ/US listing IMO."

"...the only 2 posters attempting to create tensions around possible P3 results dates."

You've figured it out, it's like Yoda said:

"Always two there are, no more, no less"

https://www.youtube.com/watch?v=b7SjW0vFCiI

These three nuggets of Nickel/PGM/Gold from the RNS are very telling, i.e. very little time left to get on the EUA boat:

1. Scale JORC Mineral Resource Estimate produced by Wardell Armstrong International ("WAI") at NKT, a nickel mine formerly operated by Norilsk Nickel (as announced via RNS on 16 December 2021).

2. Work is being finalised on the high-grade veins part and the open pit part of NKT, as well as on the assaying to upgrade the resource to be separately announced in due course (please refer to RNS dated 16 December 2021).

3. Wardell Armstrong International was engaged by Eurasia to produce JORC Mineral Resource Estimate at Nyud, as well as a CPR and net present value model. The results of this engagement is almost complete and will be announced separately.

A brilliant tweet to follow-up by EUA and with WAI practically finished, this looks imminent!

GLA

This is referencing back to the original thread started by EGTP [1]:

It would make very little sense to only focus on covid-19 and I am sure there will be plenty of R&D development in the background for many other test targets. The general infrastructure for the testing market has changed and we find ourselves in the position where covid testing is here to stay for years to come. As I mentioned in another post, as there is a corpus of individuals who refuse to vaccinate, (irrespective of whether their reasoning is good or bad), or due to ill health; there will remain a reservoir in which the virus will mutate and new Variants of Concern will appear. This will make testing a part of our society and will continue to pave the way for multiple pivotal movements within the diagnostics arena. As Poirot has said, Richard Hughes is an exceptionally good deal maker with a fantastic record.

GLA

https://www.lse.co.uk/ShareChat.asp?ShareTicker=AVCT&share=Avacta&thread=7A7A620C-3656-496B-884C-51EFA2D8AE24

Nice posts EGTP and Poirot,

It would make very little sense to only focus on covid-19 and I am sure there will be plenty of R&D development in the background for many other test targets. The general infrastructure for the testing market has changed and we find ourselves in the position where covid testing is here to stay for years to come. As I mentioned in another post, as there is a corpus of individuals who refuse to vaccinate, (irrespective of whether their reasoning is good or bad), or due to ill health; there will remain a reservoir in which the virus will mutate and new Variants of Concern will appear. See my post on Covid a long term thread [1] - I will also link back to this thread. This will make testing a part of our society and will continue to pave the way for multiple pivotal movements within the diagnostics arena. As Poirot has said, Richard Hughes is an exceptionally good deal maker with a fantastic record.

GLA

1. https://www.lse.co.uk/ShareChat.asp?ShareTicker=AVCT&share=Avacta&thread=A2153B7A-D8AD-463A-9D74-B69683070B95

For me, my threshold would be similar to Size82.

@SeaBoy, If phase 3 is positive then one of the major risks has been removed. Majority of what follows is red tape and logistics something that most companies face. For me it would make sense to keep the money in at least until a threshold is reached. I'll await news on manufacturing and distribution OR acquisition offers. Any hint of the latter and top slicing will be taken off the table.

I disagree with his point, but I believe he is entitled to his opinion. He wasn't doing it to become an antivaxx poster boy which after delving deeper - which I realised after you kept insisting I look him up ;-)

"Cineworld also confirms that it served its notice of appeal of the decision of the Ontario Superior Court of Justice in the case of Cineplex Inc. against Cineworld on 12 January 2022."

I'm very happy they are going to appeal this. Cineplex will have to accept that they will get a tiny fraction.