Member Info for Matml74

I see there was some debate about this last night. Here's my thoughts.

The UK, one of the most vaccinated countries in the world, currently has daily hospital admissions for covid at around 750-800 people, with daily infection rates in the 20-30k range......... in the middle of summer! I think we all know these numbers will be greater in winter when you combine the myriad of other respiratory viral infections that occur. This to me says there is still a very real need to be able to treat patients at home that would normally be treated in hospital, otherwise the whole health system will implode each winter, with little scope for catching up in summer (5k beds currently occupied in the UK with covid patients). When you look at this on a worldwide basis it is quite a scary proposition for the health authorities to try and deal with.

So I still see a very large opportunity for use of SNG001 to treat people in the home environment for patients that are in quite bad shape. I don't think we can fill up our hospitals with breathless patients each winter with people who will be taking nebulised interferon when they could be taking this drug at home. Diagnosis and some from of O2 monitoring will be key but SNG001 does provide an option for freeing up hospital beds.

Thoughts?

Polar have always been very quick in putting out their TR1's. Their two reductions have been end of QRT balancing of portfolio. Would be a strange move them selling down now.

Base everything on this until otherwise notified. 7.9% Polar Capital.

https://www.synairgen.com/investors/major-shareholders/

Good luck convincing the yanks to take a potentially mutagenic drug when they have mild symptoms for a disease that is unlikely to kill them. About half of them won't even take a vaccine FFS.

Whereas when that small proportion of the population who do develop serious symptoms turn up to hospital struggling to breathe I am pretty sure they will be more than willing to suck on some interferon.

LOL Jez. Was thinking the same myself.

No. Company still raking it in. RH stable. Will take divi's here for a while. Expect PGM's to be in demand and deficit for a few years yet.

Very good news that.

Doc, It was pointed out to me today that the previous employee in this position left this post recently and so a replacement is required asap. There will be further trials COPD etc in the future so this is an important position to fill.

Hope you have a speedy recovery sparkle.

Prion, There is a certain % of the population after double vaccination that still gets sick and ends up in hospital. Despite lots of statistics being bandied about from both sides of the fence no one knows the exact % as yet or if the benefits of the double vaccination are long lasting or wane quickly. As the two front runners vaccination - the UK is about to re-vaccinate 30 odd million people, the Israeli's are revaccinating again - I think the authorities know some these answers!

In any case there is and will be for the foreseeable future a very real need for SNG001 if it can prove itself in this current P3. I have seen nothing in the scientific literature around covid and INF that would suggest SNG001 should not be highly effective as a treatment. Hopefully the P3 final dosing occurs in the next month and we can get a readout in October.

"If an individual as a blunted innate interferon response and is double vaccinated would they acquire adequate protection through vaccination or not ?"

Prion, I am not sure anyone really knows the exact answer to that yet. There is a study ongoing at present for young healthy adult men without medical history who develop severe covid due to mutations in the TLR7 gene. This is a gene that initiates the initial interferon (antiviral) response. The study is looking at preventative vaccination for this subgroup but data not available yet.

https://www.eurekalert.org/news-releases/924281

Excellent. Happy days. Cash now rolling into the Avacta coffers which considering the company is funded to 2023 ensures no further dilution and the company now being in a position to potentially fund there full cancer pipeline. Combine this with the extensive licensing deals in place and future ones to come now that affirmers have shown their worth then what is not to like!

It’s only the traders (who bought high) and short termers expecting quick gains that have a problem here! Everyone else should be rolling around like a pig in ****!

Paper- Induction of interferon response by high viral loads at early stage infection may protect against severe outcomes in COVID-19 patients

“ Finally, we found a strong inverse correlation between upregulation of interferon responses and disease severity. Overall our study suggests that a high viral load in the upper respiratory tract may not be a critical factor for severe symptoms; rather, dampened antiviral responses may be a critical factor for a severe outcome from the infection.”

“We found a strong correlation between interferon responses and viral load, which inversely correlates with clinical severity. We postulate an interplay of these three factors where a strong up-regulation of antiviral responses mediated by high viral loads at the initial phase have led to protective immune responses.”

https://www.nature.com/articles/s41598-021-95197-y

Cenkos reiterate 16p. Basically most on this board could have written their updated broker note. Copy past from the rns is all they have done. Pathetic really and I don't take much heed in broker notes in any case as they are often wide of the mark.

The business is in a strong position to grow significantly over the next few years which is great and I look forward to watching it unfold.

Very happy with that update.

Maybe Doc but this concluding quote in a paper that was published today suggests there is plenty of scope for this drug to be worth £10+ rather than 10p.

“Therefore, IFN ß monotherapy-mediated enhancement of innate immune response could be a key component in future strategies to prevent large-scale viral disease outbreaks.”

Paper: Interferon ß, an enhancer of the innate immune response against SARS-CoV-2 infection.

https://www.sciencedirect.com/science/article/pii/S088240102100379X

Candid,

Activ-2 is also about stopping viral replication. It seems the blunting of the interferon response is now being linked to long covid as highlighted in the Telegraph today so there is more to it than just dealing with breathless patients. Stopping viral replication in it's tracks whilst propping up the innate immune response may go a long way to limiting the impacts of long covid. Getting the signals on this will require a large trial data set and think SNG will progress on Activ 2 for these reasons. If SNG001 stops viral replication in Activ-2 P2 phase it will progress to the next phase.

"In England, where the vaccine rollout has been staggered from oldest to youngest and nine in 10 over-50s have been fully vaccinated, 30 per cent of the 1,788 people admitted to hospital because of the Delta variant in the four weeks to July 19 were fully vaccinated. About half of the 460 deaths in the country linked to the Delta strain since February were people who were also fully immunised."

“Leaky vaccines probably put herd immunity out of reach, especially when faced with [the] Delta [variant]”

https://www.ft.com/content/0f11b219-0f1b-420e-8188-6651d1e749ff

I do love an ST article. It really is simple hold or add situation. More than happy to hold this over the coming years. Wider inflationary pressures will keep commodities prices strong in the near to medium term and this company will keep rolling in cash.

The trial will be completed and readout second half of 2021. That has been the position of the company all year. Nothing has changed.

We have already had the windfall divi in April. I expect there to be more over the next few years.