Member Info for Matml74

@beforegolf

There was a talk last night with the NIHR, a presentation 2 weeks ago by the CEO, an interview with Stephen Holgate mid November and a publication in the Lancet all in the last month. If you are expecting this to be all over the news like vaccines then I just can't see that happening. At least not until their are some results announced.

For me this is share is pure speculation in any case. I base an investment on principles I read many years ago. "investment is an operation which promises safety of principal and a satisfactory return. Operations not meeting these requirements are speculative". There is no way when I bought these shares in March that I thought my principle was safe. I believe it is safer now but it is still purely speculative play.

"Talking about 100,000s of doses per month"

I agree this is one thing that does need clearing up by the company as the initial March placement was supposed to use funds to start producing drugs for the winter. How many doses doe the company currently have? This is one element I think we have a right to know as our funds have we are entitled to being updated on via rns. Has anyone asked RM the question?

Andy,

The company will not RNS anything that is not 'materially' going to impact the share price. They will RNS a trial start date. they will RNS a trial completion data and then RNS the results. You might want more than that but you simply aren't going to get it as how many people they currently have recruited on a trial makes absolutely no difference to the material value of the company.

Regarding your suggestion of investors having to sell at a loss. All that tells me is they were chasing a quick buck and over exposed themselves. It has nothing to do with the company at all.

Thank you @Sharesting. A shame this post cannot be pinned to the top of this BB as it sums up the current situation perfectly!!

Sorry * phase 2 trials

"I heard the phase 1 trial was cancelled and they didn't even started phase 2 less than a year ago. What about the long term effects, expert commentators?"

You heard wrong and are talking ****e. They have been testing this drug for many years and has been through 3 phase 3 trials.

There is one thing this share is good for and that is overloading the filter bin.

TL, I believe we found a base at 100p ish and this was shorted down to this current level. Every indicator I am looking at is saying this is oversold but it will need a catalyst to probably get it moving upwards again. It was a prime setup to short with the vaccine news coming on a weekly basis and high PI shareholder base. It will move quickly though once we get some news.

Regarding the leisure sector I am in the travel industry. My company has been devastated by covid and there is no way this industry is recovering in the next 2 years to levels of 2019. People don't understand that most of the airlines have the vast majority of their planes parked out in a desert. It is not like driving a car and you just go and start them and off you go again. It takes months to get them back into service. It will be a minimum of 12 months before they get back to flying 50% of their capacity.

Thanks for this @investowin.

With the current rates of hospitalisations this should fill very quickly if paraxel are good at there job.

US - 25600 hospitalisations last week
France - 13200 hospitalisations last week
UK - 11291 hospitalisations last week

This is not including the countries with the largest current infections and death rates - India, Brazil etc.

https://ourworldindata.org/covid-hospitalizations

Vaccine certificates are worthless until you can prove up long term immunity bought on by the vaccine....... and none of the vaccines have been around long enough to do this.

Sebaoy,

My opinion - the company will be bought out if successful phase 3 results for covid. Don't really see this company going the licensing route. Prove up the drug and then sell. That doesn't preclude RM signing contracts with governments for stockpiling etc. If he can pull that off then the buyout will be large.

Phil,

It already has been shown to be broad spectrum anti viral in the phase 2 COPD trial.

"A range of common respiratory viruses including rhinovirus, influenza, adenovirus, respiratory syncytial virus (RSV), human metapneumovirus (HMPV), parainfluenza and coronavirus (the four strains that cause common cold symptoms, but not SARS-CoV-2, the virus that causes COVID-19) were identified in nasopharyngeal and/or sputum samples from the COPD patients in this trial."

"Exacerbating patients who received SNG001 had significantly better lung function during the treatment period"

Andy,

Several other covid stock's CEO's issued statements when their Sp tanked on the vaccine news. Their share price did not recover to previous levels. All still massively down. What is the point? RM ensuring worldwide phase 3 trial starts in the quickest time possible is what he should be focussing on rather than appeasing impatient shareholders who will ***** and moan in any case.

Harchris,

No one knows apart from Synairgen. This number was put up by someone on the board earlier but it has not come from the company.

BG,

"There is no point very clever people just talking to other very clever people, and them all agreeing how clever they are"

Have to disagree with that. This is how biotech industry works, until a big pharma comes along and picks out the prime targets, commercialises them and makes billions.

I am signed up with lab roots and their are talks like these almost everyday on new biotech innovations.

In fact, junior minors work in a very similar way. You can hit gold but unless you can find a major to take the project through to mining then that gold is staying right where you found it.

It is essential that Synairgen get the right data set and present the data in academic circles IMO.

Andy,

They managed to sign a £200m plus deal with AZN in 2014 so it’s not like they haven’t done this before. I have also mentioned many times that their members of Synairgen’s board have been involved in large commercial pharma deals for very large companies. Check out Ian Buchanan’s credentials for starters.

Do most people really think this is just a bunch of academics running around in white lab coats? Take a look at the board and you will see there is plenty of commercial experience their.

Org, regarding the market, it is big unfortunately and it’s not going anywhere soon despite what messers Han**** and Johnson want us all to believe.

Great summary Chris.

Big, This is what they want. They want investors to loose patience with the company and sell up. We will be stuck in the 80's for a while yet unless we get an out of the blue rns that no one saw coming.

This same situation occurred between May and July 20. Felt like an eternity waiting for those phase 2 results and I personally questioned my investment many times. I am a lot more certain in it now than I was then and absolutely more prepared to wait as long as it takes.

Nice one Sam. Great results from a proper study....... and lets not forget COPD.

September 2020

COPD exacerbations are the second most common cause of unplanned hospital admission in England,1 and occur most frequently in the winter virus season.

Safety - SNG001 was well tolerated during the treatment period in a study population that was elderly (mean age 66 years) and suffering from reduced respiratory function, as measured by forced expiratory volume in one second (FEV1) (59% of predicted value).

Antiviral activity - Over the treatment period, lung antiviral responses to viral infection were significantly enhanced in patients receiving SNG001 compared to those on placebo, as assessed by measuring increases in the gene expression of interferon beta-dependent antiviral biomarkers MX1 (p=<0.001) and OAS1 (p=<0.001) in lung (sputum) cells. Analysis of blood biomarkers is ongoing.

Clinical endpoints - Exacerbating patients who received SNG001 had significantly better lung function during the treatment period (difference in change from baseline morning PEFR between patients receiving SNG001 and placebo over days 2-15 was 25.5L/min; p=0.041).

Virology - A range of common respiratory viruses including rhinovirus, influenza, adenovirus, respiratory syncytial virus (RSV), human metapneumovirus (HMPV), parainfluenza and coronavirus (the four strains that cause common cold symptoms, but not SARS-CoV-2, the virus that causes COVID-19) were identified in nasopharyngeal and/or sputum samples from the COPD patients in this trial. This is relevant because COVID-19 patients can be coinfected with other respiratory viruses such as influenza. SNG001 has demonstrated antiviral activity against multiple viruses in cell-based assays.

"Makes little sense as in a year or so we may be in a stronger position."

I disagree. It makes perfect sense if they are planning on focusing all their resources on 100% owned scallywag in the next 24 months. This agreement keeps the forward trajectory going on other tenements that may not have been explored for several more years.

If this is being leaked from the MHRA then it is a disgrace....... but more likely the cabinet has been told and they are the leakiest ship this country has ever seen.