The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Barry..... I don't think £50 bull case is out of the window either..... but not this year.
There are still too many unknowns with Covid to predict anything accurately.
But one thing I hope we can all agree on, after the last few weeks events, is that we shouldn't doubt RM's ability to deliver, ever again!
Org.... your email doesn't make sense of Holgate's tweet in January though, about his disappointment that SNG were excluded from Recovery..... unless Holgate and RM don't communicate... which is unlikely.
Anyway, it doesn't matter any more..... the way the USA are embracing SNG, I think it's turned out for the best.
noexpert.... The results don't look similar at all to me.... but I am not a biologist so I couldn't really comment. I'm sure, when it's been peer reviewed, and undergone further trials, it will be clearer when the timing of steroids like this one, will be best put to use, and combined with which other treatments.
Noexpert..... Pulmicort is just a steroid.... it's an inhibitor. Seretide is also a similar inhibitor. I suspect you were using your Ventolin too much, so they put you on an inhibitor, and now you need your Ventolin less/have less outbreaks.... they are all standard Asthma treatments.
But I'm not sure why you think this has anything to do with Covid or effects SNG in any way? SNG is not a steroid.
HarChris..... yes that's possible, they don't have to RNS it, though I suspect they will include that information in the next RNS which will be the start of Active 2, and any other news. RM has said RNS's are time consuming (not like he doesn't have enough to do!)..... so he tends to get it all into one!
The original from 2012...
https://www.cityam.com/healthy-dose-british-ingenuity-money-patents-and-patience/
Tarka.... I have always believed that RM is interested in Franchise/JV/Licensing style deals rather than T/O in regards to Covid, and he has often talked in this way. I have assumed this covers deals with Governments in different countries and/or Pharmas in different countries.
Synairgen has been made possible due to the funds from Private Investors, often individuals putting in big lumps when they were struggling in the early days, and he wants to reward them all with the best possible deals... a T/O would not offer that.
We KNOW that Lord Bethel and Handc*ck know ALL about Synairgen.... what's great about The House of Lords and Lord Winston shining a light on it, is that time is running out now for the Government to carry on burying Synairgen, as they have deliberately chosen to do.