Member Info for marik

From another board; "the NHS doctor who spoke to Sajid Javid about vaccines.

What he said was misinformation and incorrect at best. He was roundly condemned by his colleagues.
As it turns out he is selling private 'breathlessness consultations' for £500 per hour with a holistic and complementary approach so unfortunately it looks like he might be another evil quack on the make.

If I had my way people like that would not be working in the NHS. He is a threat to public health."

An excellent post by TonyFawcett deserves its own thread:

"The solution to the Omicron Variant LFT will be announced before the end of January, therefore FDA approval by mid February. Remember this is only a temporary setback and will put us in good stead as other variants develop"

Advair (COPD/Asthma drug) generating over $100 over 9 years is phenomenal. My estimation on total revenue for Synairgen in the next 10 years is based on conservative figures.

Yes we can. Looking forward to news soon.

Excellent post @TonyFawcett.

"If, say, AZ came in with a 3 billion bid there’s no way the likes of Roche (300billion) BMS (140 billion) Novartis (240 billion) would sit there and just allow a fully ready golden goose therapeutic go for that sort of money. It would attract an awful lot of attention. A bidding war would ensue."

To me that seems plausible. ELSOL any wisdom from the corporate finance world?

"...level of future success is a matter of conjecture from a few million to a mega millions!"

The latter seems more likely now. In any case, we've realised that private investors over reacted (see TD analyst note).

It is quite odd. I'm all for vaccination programs and on that front it supports my view. But non the less there is only an 8% difference in fully vaccinated individuals (US vs UK).

The BBC are saying it is a vaccination issue. "Just over 63% of the US population is fully vaccinated, much lower than in the UK (71%) as well as Italy and France (both 75%). In Canada, almost 79% of the population is fully protected." But go on to say that 50% of all hospital admissions are those inadequately vaccinated.

What is your thought? Should more people have been vaccinated and taken the booster?

Usually if it is in the public domain then they won't have an issue in RNSing

"Your messages about single asset risk show you guys haven't a clue what I'm talking about....but no need to argue on the matter..its a technical point and unless your working in corporate finance it may be above your heads"

ELSOL, how long have you worked in corporate finance?

No problem volatility, I wasn't referring to you. I was referring to the avct board.

Certainly would. You'd be surprised how some anti-vaxxers are so UK centric. I was on diagnostics share board earlier on and apparently the pandemic is over as per the Daily Mail. Why do covid deniers "invest" in covid stocks is beyond me.

"Single asset technology risk!"

They better hurry and buy SNG quick as they've got hours or days before phase 3 results after which it's premium time.

Very curious. According to data from the Department of Health and Human Services, 145,982 people were in hospital with the virus on 11 January, surpassing a previous record set in January 2021.

https://www.bbc.co.uk/news/world-us-canada-59960949

Very strange news in the US.

https://www.bbc.co.uk/news/world-us-canada-59960949

No there isn't but let's hear your thoughts?

"timelines are multiple DAYS rather than WEEKS"

Thanks Reaper. Great post and keep on posting.

Thought I'd give this its own thread:

I would see sales in the region of £4-6Bn per year starting end of 2022. Assume that stockpiling continues till 2027 to 2028 (both for future pandemics and current use) anyone buying the company I would assume would take this into account. End of 2028 potential sales from covid would be approx. £20-30Bn. (Note. the £4-6Bn from finnCap is conservative).

Anyone buying would have the potential to run phase 3 COPD and push for broad anti-viral stock-piling. The market size for COPD is substantial and considering the current treatments, SNG001 should take a good share possibly first line. Total sales in the next 10 years would be somewhere between £45-55Bn. As most of the heavy lifting has been done on phase 3 covid and phase COPD, I would assume it would be quite a good acquisition.

Acquisition of Synairgen I would see as:

1. <£4Bn very cheap (£20/s)
2. £4-8Bn cheap (£30/s)
3. £8-12Bn reasonable (£50/s)
4. £12-18Bn good (£75/s)

Obviously whoever acquires Synairgen would have a fair amount of work still to do. If they leave it for 5 years, I think a big chunk of the opportunity will have gone for acquirer (and quite a bit in the coffers for Synairgen). However, if they buy it by the end of this year, it would make the most sense.

GLA

Abingdon seem to be working on this with quality experts in the mix.