Member Info for Matml74

“ but I don’t know what would stop SNG showing its loyal shareholders the presentation…”

I’m not to concerned about seeing that presentation. The title of the oral presentation... “presentation will highlight clinical data demonstrating the antiviral activity of SNG001 in the lungs of patients with asthma and those with chronic obstructive pulmonary disease (COPD).”
This data has been published in scientific journals and presented in rns form, as well it can be found on the SNG website. The company has not done any new work in this area since 2020. All shareholders should have looked closely at this data/read the papers etc before investing in this stock IMO.

The poster “highlight in vitro data showing the antiviral activity of SNG001 against Alpha, Beta and Gamma SARS-CoV-2 variants” well this data was presented in rns in May 2021. There was not a lot of detail in the rns so there may be a little extra on the poster but nothing that will change the fact it works against those variants.

Polar passed the threshold on Thursday. They were buying at over 200p so I doubt they had anything to do with that article that was released late on Friday.

Sorry for double post. Don’t know how that happened!

NDN, asthma trial didn’t meet its primary endpoint but when they looked at subgroups was shown to be show significant effect in the exacerbating patients. COPD trial the same. I agree P2 covid home trial was statistically underpowered.

The point is the P3 hostpital trial has been set up to focus on those patients that SNG know they have seen a statistical positive effect in previous trials.

Activ 2 home trial is completely different as it’s a cohort of patients that SNG has never been trialled in previously, apart from a small underpowered trial. It may be found to be a very useful drug early in disease but the company has no idea on this. If the investment descion was based solely around a result in activ 2 this would be a much riskier proposition, but the P3 hospital trial is set up for success reducing risk dramatically.

NDN, asthma trial didn’t meet its primary endpoint but when they looked at subgroups was shown to be show significant effect in the exacerbating patients. COPD trial the same. I agree P2 covid home trial was statistically underpowered.

The point is the P3 hostpital trial has been set up to focus on those patients that SNG know they have seen a statistical positive effect in previous trials.

Activ 2 home trial is completely different as it’s a cohort of patients that SNG has never been trialled in previously, apart from a small underpowered trial. It may be found to be a very useful drug early in disease but the company has no idea on this. If the investment descion was based solely around a result in activ 2 this would be a much riskier proposition, but the P3 hospital trial is set up for success reducing risk dramatically.

The actual whole premise of the article is completely wrong around timing of when to use then drug on the P3

SNG over multiple trials and multiple diseases have narrowed down the clinical situation of when the drug works best ie. in breathless patients requiring oxygen. If you don’t believe this go back and read the data readout for the SNG asthma, COPD, and covid P2 trials. I did it last week prior to this uninformed and actually nonsensical article.

SNG set up their P3 trial so the actual timing of when to give P3 is exactly when they know they have seen the biggest effect in previous clinical trial. It is for this reason that timing of when to give the drug in the P3 is a completely non issue.

Top post mxv. I do also really hope this drug can make a big difference in getting us out of this mess.

The GSK rns is basically the same as SNG issuing one saying SNG001 will work against Omicron due it’s viral agnostic nature but we will need to show this in vitro and have data for you shortly.

Theoretically Sotrovimab will work against Omicron. GSK won’t know if activity (ie. efficacy) will be impacted until in vitro work is completed by the end of 2021.

“So if cases are higher but hospitalisations are on par that would suggest it is less severe wouldn't it?”

There is a lag of several weeks between cases and hospitalisations/deaths. The media seem to have forgotten this fact in the reporting But i have seen today.

Matterhorn, It's a unique situation and the Activ trial is quite unique in itself, the way it is being run. I believe they will still run with Regeneron and like you say compare against the existing data generated. I can't see how they have any other choice unless there is another MAb that shows no loss of efficacy against omicron which they can swap in as comparator.

Blue,

Activ 2 P2 SNG001 was trialled against placebo.
Activ 2 P3 SNG001 is trialled against comparator - Regeneron.

As of today I believe Activ 2 P3 for SNG001 has not yet begun enrolment so there will be no starting again. I expect that Regeneron will continue as the comparator unless it is shown to be completely ineffective against omicron. The idea of trialling against a comparator is to continually improve on your SOC options not taking into account the ethical issues around placebo use. We can only go on what is in the protocol at present and I guess we will find out more in the next week or so wrt all the MAb's.

FFS Morningstar again. Its so out of date its not funny. Find a recent BT screen if you want to see updated shareholder register.

One thing is certain is the free float is shrinking every day.

Doc, RM has stated early 2022 and that’s what I am working from. Events this week will mean they do everything in their power to get the topline readout ASAP. I doubt there will be anything on the 15th December but from that day onward things could move very quickly.

IMO these timelines are pretty irrelevant now. The reaction and response of governments worldwide that omicron has created shows how important a viral agnostic treatment is, particularly one that can be used st the coalface of the problem.

Doc, the US government have invested in excess of $20b dollars in development of covid vaccines and have not put profit constraints on those companies that have received support. All of the developed novel covid treatments have received preorders from US government and not been constrained in their pricing. I would be very surprised if SNG is singled out in this regard. What the US is doing is ensuring it is securing supply and is willing to provide support to companies for this.

I totally agree Ghia. RM has certainly indicated that will be the path that is followed and the hires they have made in 2021 certainly point in that direction. The partners for manufacturing are all in place, are all suitably big enough to upscale manufacturing massively. All they need is a final positive data readout and then the go ahead from US government.

I was reading today that Florida alone spent $200m+ on monoclonals in 2021 and have budgeted $600m for 2022. Over time new variants will impact the usefulness of MAb's so where will that money be spent.... Governments will be seriously reviewing strategy over the coming months.

For starters they were never going to stockpile any drugs in the first half of 2021 when commercial size batch production testing, BFS testing, stability studies etc were all ongoing, all requirements for any regulatory process. It seems some posters don’t understand what the company has been doing in 2021.

Of course the market is forward looking with covid stocks. The revenues that Pfizer/Moderna etc are generating are massive and put the companies in a dominant global position. IMO the market has not been forward looking enough with respect to SNG MCAP.

Stock market is all about forward assumptions especially with pre-revenue companies. The company has invested heavily in building a manufacturing and regulatory team since early 2021 and has partnerships with the required suppliers (Aerogen/Catalent/ThermoFisher) to rapidly upscale manufacturing. What it has spent up to June 2021 is completely irrelevant here.

This is the SNG comparator treatment for Activ 2 P3 at present! The case for a rapid EUA for SNG in hospitalised patients is growing by the day.

Especially as RM has said that as SNG have done all the 'heavy lifting' that they will be looking to sell the covid treatments directly to governments.

P3 is not all about safety. It is all about efficacy!