Member Info for Matml74

Isa, Yes true. I imagine if Qualcomm come along and want in SEE let them in, although I think they will be more inclined to take the lot.

I don't think fundraising is a key risk myself, maybe prior to the latest raise it was but not now.

Yes saw that gggg. All it takes now is a new player to want in and they won't be able to hold it down.

OldFool, I'm not sure it's that wrt existing PI's. The latest news has me very excited. It is more likely existing sharholders are all fully loaded. I know I am. The SP in 2020 allowed many to load up at silly levels really. I would like to add more at this level but it will rely on other investments being divested which I am currently not prepared to do.

The company is also well off the radar for new PI's to join and is already II heavy. Volumes here are ridiculously low for a company with 4b + shares in issue and until that changes the price will languish. Hopefully any new ii interest in the company is now told by SEE that they have to buy on market rather then issue new shares.

I don’t know whether they will or not Winit. If you look at the COPD readout rns there is a section in that around virology that talks about the virus’s encountered in that trial.

They could just include the in vitro data in the P3 readout rns as it is all part of the data package they need for EUA application.

We will find out soon enough.

Thinshins,

Not really material information although I expect the market might like it. The drug is virus agnostic. Here is a list of viruses that SNG001 has been shown to be effective against either in clinical trials or In vitro.

Sars CoV
Mers
H1N1
Rhinovirus
Sars CoV 2 - Alpha, Beta, Gamma
Influenza
Adenovirus
Respiratory syncytial virus (RSV)
Human metapneumovirus (HMPV)
Parainfluenza
Coronavirus (the four strains that cause common cold symptoms

INF B has also been shown in vitro to be effective against Delta.

If they rns’d every variant of a virus this drug works against you’d get one every week.

Doc, I expect they have the data in hand otherwise they will not be able to make an FDA EUA application.

Doc, they have to have them for an EUA application. There was a note by the FDA in November which required new and previously approved covid drugs to have in vitro data on new and circulating variants.

It will need to be part of the data package submitted to the FDA so the company either has them or will have them in time for EUA submission.

..... and its been done to death on this board. Just search through the topics and you will find all you can read.

Also, there are a huge number of natural compounds that are part of patents.

A deal/partnership like this doesn't get signed off by a company like UDG Healthcare unless it is a goer. These discussions/partnership have been ongoing since interim results in September when the details were mentioned for "in market support". To formally announce now suggests that positive readout is incoming.

"Built on a strong heritage of over 20 years’ experience, Ashfield Engage provides a truly global offering, with a team of 5,000 employees delivering services in more than 50 countries. Whether digital, virtual or in-person, our services include sales solutions, patient engagement programs, medical information, medical science liaisons (MSLs), events, and market access."

Bhnyc,

Good spot. They are finally getting close to my valuation ;-)

HSD,

Did you even read my following post in which I said "Brokers are notoriously wrong Bob, as can be markets!"

It is a forecast made by a broker. Take it or leave it IMO.

Whats important is SEE is " the leader of in-cabin monitoring solutions" according to Fermi Wang President and CEO at Ambarella.

The SP will catch up eventually.

Brokers are notoriously wrong Bob, as can be markets!

I was expecting somewhere around £500m mcap pre-readout but that looks unlikely now. Polygon appear to have the SP completely under control. I expect 17% TR1 comes in soon.

"However, we take a deeper look at valuation, raising target price to 530p from 505p, which would rise to 728p on positive data."

The way I read it the 530p relates to company valuation pre readout as that value is 70% of their post readout valuation.

You can register with Finncap and download the document. No cost. It is 17 pages long!

Their 530p target is pre-readout with a 70% chance of success applied to P3 with the upgraded target upon successful P3 at 728p and bull case £25.

Thanks missdosh! Enjoyed that.

Agree Mutt. Particularly this company that has been so reserved in any kind of engagement like this for as long as I can remember.

I believe area doing the in market support role alluded to in the interims.

https://www.iqvia.com/library/case-studies/effective-launch-and-strategic-partnership

MR, Its been unblinded for 21 days not 54 but I agree they have seen the data. Having worked at big pharma I can say that no one sat around for 21 days after unblinding wondering what the data looks like!

#2022READY

Nothing more to say really.