Member Info for Matml74

Stu, none of the listed companies that have progressed on the Activ- 2 trials have had any of their P2 data published, even those that have been kicked off. The trial is not being run by SNG so I doubt they are breaking any rules. The rns that they progressed from P2 to P3 covers off any market sensitive info. If you are concerned or suspicious then sell. I wouldn’t think of ever holding a stock if I felt that way about the BOD. I would sell up immediately and put my money in a company with a BOD I trusted.

Peer review of the hospitalised P2 data here:

https://www.thelancet.com/journals/lanres/article/PIIS2213-2600(20)30511-7/fulltext

Activ-2 P2 I don't believe will be released although the company should be able to see this data according to protocol.

EU included Atea in their Top 10 which recently failed to meet its covid trial endpoint. It is a box ticking exercise by the EU who set themselves an end of October deadline..... bit like the UK’s antiviral taskforce last week including a pill still in P2 trials.

Polygon have been issuing a TR1 every 1% or so and did so again this week. No abuse here. What I would like to try and understand is how their 0.482% derivative of just under a million shares works. Anyone with any ideas?

Lloyd, after hours yesterday there was a TR1 that polygon bought another 1.1% of the company, this accompanied by the news hitting the US of progression on Activ 2 also after hours yesterday meant we had a good day today.

GL

Its a good point Mopod. The most likely scenario, with the new diagnostics being developed, is that covid positive patients with IFN autoantibodies or those with IFN genetic deficiencies will be treated at home early in disease.

The home trial was a proof of concept that could prove very valuable down the line.

I would add in some kind of US government funding to support increased manufacturing/supply of SNG001. Should come prior to Sprinter readout.

Kiwi, HL is all PI holdings.

Polar have just under 8% and there are a number of other ii's in the 1-3% range. So they are not the only ii with a hefty chunk of shares. Thankfully Polygon have come along and locked away 27m shares. The free float on this share was held by too many traders IMO hence the volatility over the past 18 months. The more shares that get put into sticky hands at this stage the better. There are only 200m shares in issue and for a company with so much upside if shareholders are strong the side will be very large.

I can’t see them getting to 30% without blowing the share price up. They have done a great job getting 13% without doing that but the free float here was huge with massive PI holdings. The fact that news is now very close means those that have held this long will see it through to P3 results so only way to extract shares is up the price.

Deal3r, One thing to keep in mind with SNG is the company is traded on SETS, which is unusual for low volume shares, so whilst mm's still heavily involved (particularly with large orders) they are bypassed on this share via the SETS system to some degree. IMO lightly traded shares like SNG the share price is more easily moved by using small algo trades on the SETS system.

Bob, The only people who think the boat has been missed are those with their heads buried firmly in the sand or are here to try and wind people up.

WHO press conference today is sobering and actually highlight the current predicament in the world rather than listening to the current UK spin doctors that all is fine.

• Pandemic will continue well into 2022.
• Cases rising across all of Europe during past 3 weeks.
• Despite vaccination hospitalisations and cases and deaths continue at a high rate (minimum 2.7m cases and 46,000 worldwide last week!)
• 70% of world's vaccination taken up by 10 countries.
• Only 1 low income country has managed to vaccinate 10% of the population by end Sept 21

The virus is here forever. Simples.

https://twitter.com/i/broadcasts/1eaKbNEdLOrKX

Doc, Clear as mud as usual from UK gov! Another study on these treatments being rolled out to see if effective. More work for Horby et al! NHS preparing “at pace” to roll out unapproved drugs. Madness!

“The government and NHS are now working at pace on plans for deployment of the treatments, including the delivery of a national study.

This will allow medical experts to gather further data on the potential benefits these treatments bring to vaccinated patients. Further details on the study will be set out in due course.”

https://www.gov.uk/government/news/uk-government-secures-groundbreaking-covid-19-antivirals

Sorry Matterhorn. Misunderstood your Q.

Exactly Mikep109. I have heard all this rhetoric before from this government. Vaccines have done a great job but 30% of Sprinter trial is vaccinated patients. It will be the same with pills or whatever else they come up with. Big Pharma will cash in on whatever they can. However I do believe that RM has positioned this drug perfectly at the stage of disease which causes so many issues to society. Just waiting for the data to prove it.

Alpha,

There was a large drop to 120p at end of September, approx 20 million shares traded over 4 days. I suspect mm's had to take a lot of that onto their books and offloaded today at a tidy profit.

Matterhorn, Algo trades are generally small and are computer generated algorithm trades. They are used by high frequency traders or can be used to force the SP for a low volume share like SNG in the direction the buyer or seller wants the price to be.

For example today between the times of 14:44:26 and 14:44:58 there were 68 algorithm trades of 100 shares each reported at 166. When you see unusual trading like this you have to ask yourself the question why?!! In the 5 minutes after this there were approx £170k worth of trades put through at just under 166.

Alpha,

Many of the large trades today, for example the two below were 'single protected transaction' "non protected portfolio' which means.....

"A protected transaction occurs when a large order is going through the market. The buyer (or seller) may wish to keep the order anonymous from the rest of the market as the size of the order could greatly alter the price of the stock." A market maker on a non protected portfolio transaction can also make the transaction at an agreed discount to the market price.

So basically the share price has been held (manipulated IMO) so that this large order could be put through the market at around 165/166. There were over 2m shares traded today in trade sizes above 50,000 shares at an average of 165.38. Many of these were single protected transactions!

So basically if you have enough money you can dictate the trade price you want and then for everyone else you take what you are offered! Has been happening with this share all year and the reason Polygon have been able to accumulate 12% of the company without increasing the share price at all.

20-Oct-21 10:34:36 165.50 125,000 Sell* 165.60 166.90 206.88k
20-Oct-21 10:34:19 165.50 125,000 Sell* 165.60 166.80 206.88k

It would be a pretty stupid thing for the virus to do as that is its advantage at the moment. Viruses tend to work in the opposite way and get better at using a successful mechanism to invade a host.

Fruits - The drug doesn't act against the virus. It is an immunomodulator (ie. helps the host immune system), hence the agnostic label it has been given. The way covid works is by suppressing the INF immune response. So for covid, unless future variants move away from the mechanism of IFN suppression in its host, which is a significant advantage to the virus to its survival, then SNG001 should work against all covid variants.

There is a good paper out today in the Lancet overviewing Interferon's in lung infections - Off balance: Interferons in COVID-19 lung infections

https://www.thelancet.com/journals/ebiom/article/PIIS2352-3964(21)00435-7/fulltext