Member Info for Matml74

Anyone notice anything.

https://avacta.com/diagnostics/products/

Qualcomm boss came out yesterday and said chip shortage will be back in balance early 2022. Quite happy to park funds in a debt free, hugely cash generating company over the next few years, particularly in a high inflationary environment.

All the board can do is recommend a yes or no to a takeover offer. It is down to the shareholders to vote it though. SNG have institutions involved now with significant holdings that will not be forced/allow a cheap sale of the company IMO....... and I am pretty sure Sir Holgate is not the type to retire based on a financial windfall.

Yes it is a confusing diagram. They have overlaid the Havieron schematic over their own drilling.

What a lovely set of numbers and another potential windfall divi next year.

At this stage there are very few competitors significantly progressed in clinical trial phase targeting this crucial breathless/Hospitalisation stage of disease. Most drugs that are well progressed in P3 are either looking at very early in the disease or very late.

A couple of things to add.

• 80% of people admitted to hospital have breathlessness as a symptom
• 50-60% require supplemental oxygen

Isreal is now preparing the country for a 4th vaccine dose and suggesting this will become the norm (6 month/yearly vaccination)! IMO there will be much longer than a 2 year window for this drug to treat covid-19.

This is another significant finding showing how INF B can stop cytokine storm.

The COVID-19 pandemic has disproportionately affected pa- tients with comorbidities, namely, obesity and type 2 diabetes. Macrophages (Mfs) are a key innate immune cell primarily responsible for the harmful, hyperinflammatory “cytokine storm” in patients that develop severe COVID-19. We describe a mechanism for this Mf-mediated cytokine storm in response to coronavirus. In response to coronavirus infection, expression of the chromatin-modifying enzyme, SETDB2, decreases in Mfs, leading to increased transcription of inflammatory cytokines. Further, we find SETDB2 is regulated by an interferon beta (IFNß)/JaK/STAT3 mechanism, and that exogenous administration of IFNß can reverse inflammation, particularly in diabetic Mfs via an increase in SETDB2. Together, these results suggest therapeutic targeting of the IFNß/SETDB2 axis in diabetic patients with COVID-19 may decrease pathologic inflammation.

https://www.pnas.org/content/pnas/118/38/e2101071118.full.pdf

Chart, You say you 'know its getting bigger everyday' yet provide no insight as to why, whereas Bamps has made a forward looking assessment to what he thinks is the potential size of the ore body based on some volume calculations. Analysis of all stocks requires assumptions in order to estimate a stocks potential future performance/value. If everyone assessed pre revenue stocks and didn't make some assumptions on future growth prospects there would not be a stock market.

Lets be clear on this.

Sandeep said in an interview around 6 months or so back that PFS was due in September. However all the guidance, from presentations and the like, from the company and Newcrest has been H2 2021. So that should be everyone's expectations and trying to pinpoint a date is a pointless exercise. It will come before the end of the year.

Jiffy,

But it doesn’t always happen like that. For eg. Polygon have bought 10% of SNG. They noticed with first TR1 when they got to 5% and second TR1 when they got to 10%.

So, the rules are there but they are rarely adhered to.

Ape, I suggest you track down the broker notes by Numis, Berenberg and Cannacord. Numis haven't updated their's for quite a while (think they got sacked from memory) but the other two are post MRE. Each have gone about valuing the deposit in different ways but plenty of info contained within them to come up with your own valuations.

Yes there was a great run of quality rns's from early September in 2020. Hopefully the same this year.

“In sum, these observations reveal a complex regulation of the type I and type III IFN families during the development of COVID-19. The timing of the response appears to be fundamental, with an early, transient IFN production being correlated with a milder pathology, as previously discussed [38]. The data discussed above add another layer of complexity linked not only to the timing, but also to the localization of the response, with efficient induction of IFNs in the upper airways being protective, while sustained production of IFNs in the lung or in the blood driving detrimental roles.”

https://www.sciencedirect.com/science/article/pii/S1879625721000912

LOL. Berenberg flipped their book. Won't last long though.

Berenberg still snuffing out any upward movement. A question needs to be put to SD at next AGM as to what value they are providing to the company. I see a broker note that still offers 50% risk discount. Obviously don't listen to SB of Newcrest and the 'fast track' to getting the ore out. Are they bringing in institutional investors? If so they are making sure they get in at as low a price as possible. In any case the company pays them and some Q's need to be asked IMO.

MrDing,

Inclusion/exclusion criteria can be found here.

https://clinicaltrials.gov/ct2/show/NCT04732949

Basically admitted to hospital requiring oxygen is a criteria. There are several inclusion/exclusions criteria relating to women in that age group that need to be checked.

GL

DHSC are a bunch of corrupt ****s. Can't believe my taxes pay for those imbeciles.

Totally Dibs. There will also come a point where vaccine 'fatigue' also starts to kick in. Uptake will wane like immunity. Until the seriously ill can be treated effectively covid is going to keep people's lives and the world's economies hamstrung.

Exactly Alpha. Vaccinated are part of the population being tested in P3 thankfully. I know of several double vaccinated people in my circle of friends that have ended up in hospital struggling to breathe.

The news of waning immunity after double vaccination makes it doubly important that treatments are developed and made available pronto. It is just not feasible to vaccinate the world's population 3 times a year forever!