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There has been quite a shortage of tests in a number of EU countries and the PM made comments yesterday that LFT would be one thing that individuals can do to keep safe. This should create some impetus to approve tests in the coming days.

@Sisu have to agree, they will be in a precarious position if they run to close their positions. Could be very explosive in the coming weeks.

@maen I think they will get burnt, but it will be a mad scramble to close positions. I've noticed that they've made quite a few losses in the past, some within days. It all comes down to news, which in my opinion is imminent.

Following on from the Sakhalin revelations and no RNS this morning, I postulate that there may be more to this then meets the eye. If there are on going discussions (such as an acquisition of assets) with any parties mentioned then EUA may not have to post if they feel it might materially impact the finalisation of the process?

Secondly, the comments by BitKogan regarding Chalice, where a "similar publication of inferred resources led to an increase in capitalization to $ 2.3 billion". Something similar for EUA would put a near term accelerator of close to 102p and that's just the publication of JORC.

I am sensing that the end is closer.

GLA

It's not SNG that will be withholding the information, but more so they themselves being updated. The time lag can add up. We will find out in due course.

Thanks Doc83,

"Last patient dosed was announced at 7am on 11/11/2021. We can assume that it occurred the day before, so 10/11"

That's where I would disagree. I've seen instances where there is more than a two week gap between last patient, (followed by company informed), and the RNS is released. The data could well be open already.

@PP, I have the date down earlier approx. 3 Dec/ 6 Dec (35 days post last patient ~end Oct) - is the 16 Dec an estimation?

That's a $6 billion question. ;-)

@govck How about you dial down the aggression.

Thanks

Related to Sakhalin Energy?

Sakhalin Energy shareholders include:
Gazprom (50% plus one share);
Royal Dutch Shell plc (27,5% minus one share);
Mitsui (12.5%);
Mitsubishi (10%).

http://www.sakhalinenergy.ru/en/company/overview/

I would expect an RNS tomorrow morning. Looking very positive.

My view is that the 35 days from the last patient has already taken place, SNG informed approx. end of Oct. RNS released 11 November and I believe that the data would have been unblinded either last Friday (3rd) or Monday (6th). Happy to be corrected.

Either way, SNG should in my opinion prepare for EUA and I believe that the two recent RNS on ESWI underline that SNG001 is variant agnostic.

Thanks govck and wonga. That would be true if we were still in the middle of the trial, we aren't. They finished phase 3 recruitment on Nov 11. It's a month later...

Perhaps others have arrived at the conclusion that if SNG are aiming to prove up that SNG001 is variant agnostic by working in vitro on Delta and Omicron, then this may well be signalling positive p3 data.

The in vitro work is focusing on proving that SNG001 is a broad antiviral. Today's RNSstates that "Synairgen is investigating the in vitro activity of SNG001 against the Delta and Omicron variants of SARS-CoV-2".

To me that indicates the Synairgen are preparing for EUA and I speculate that they already have sight of top line positive data from Phase 3.

https://mobile.twitter.com/marik_investor/status/1468494113641218049/photo/1

ESWI is sponsored by, amongst others, Astra Zeneca, Roche and Pfizer. The information will be the same as what we've already received with the addition that the presenter will be asked questions. These events come with added benefits such as networking and the big names generally tend to attend and keep a note of what is going.

@Woodstock1970, I have to agree. I’ve seen some reports that the Omicron variant is mild. However, I think it isn’t mild for a number of reasons and important points have been missed by some. Although South Africa falls behind in the vaccination program, the population at the epicentre of the Omicron spread has a high level of natural immunity due to previous infections (~70%) combined with second vaccine dosing (~25%). This suggests that Omicron dominance could be due to increased transmissibility and/or evasion of immunity. Weekly doubling hospital numbers are also worrying as is the impact on both younger and older age groups (comparison with Delta and previous waves). Infection severity is lower in the older group (could be due to a few reasons), but the worrying increase in hospital admissions in the younger age groups is indicative that this is not something to be taken lightly. Depending on the level of immune escape and the R0 values, the situation can become very critical very quickly. Something that could have an overwhelming impact on the health service especially the ICU and ventilator use. What would have been useful is an approved broad antiviral and highly accurate PoC tests. Thankfully SNG001 (a broad spectrum antiviral) is an ideal virus variant agnostic treatment that should have, in my opinion, been already approved under EUA.

The RNS incentivises large Institutional's and will no doubt positively impact the price. A number of large orders expected tomorrow and Wednesday after which the I'm expecting the SP to accelerate. This bodes well for the Longs, not so much for the rest.

GL

Thank you Ian and Tilly! Fantastic news today. I believe that this was first in a series of news releases before Christmas.

The festive season has already started.

GLA.

Following in the footsteps of Norilsk Nickel, Eurasia announce that the RNS Binding Agreement Signed with ERDC "... will allow Eurasia (whilst current majority owner of its Kola subsidiaries) to obtain further state support and various tax and non-tax benefits". This indicates that the sale is practically done and I wouldn't be surprised to find out that the "Buyer" that completed the due diligence is in fact Norilsk.

Not only has this underlined that the sale is going ahead, it significantly de-risked the investment in the immediate short term (due to the tax and numerous other benefits). It also strongly hints that the buyer is NN.

Great news and looking forward to the next few weeks.