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Great insight Brent.
What is your insight on the USA opener today?
A degree of relief.
“ More than 5% of hospitalised patients had autoantibodies that weakened a key arm of the immune defence that is orchestrated by proteins called interferons. These patients were unable to control the amount of virus in their bodies and so developed more serious illness.”
It would help if you could all read this. It’s why interferon and Synairgen are going to be a world leading combination. https://www.theguardian.com/science/2020/dec/13/autoantibodies-may-be-driving-severe-covid-cases-study-shows
I read in the FT that UK drugmaker AstraZeneca has agreed to buy US biotechnology group Alexion in a $39bn deal, marking the biggest deal struck by a pharmaceutical company since the start of the Covid-19 pandemic. It’s a 45% premium on the current share price at $60 a share plus 2.1 shares in the new co for each share owned. This is the type of deal to expect for Synairgen when it comes.
Hold fast.
If you would like a comparison for achieving that ‘feel good factor’ we all seek at the moment from our Synairgen shares, shares that even the most hardy among us would agree create mood swings Basil Fawlty couldn’t match, (watch the clip of him beating his car with a branch), have a look at the price range that BioNtech has achieved recently. There are some similar elements - pure play bio research company, covid specific product with a license deal and a recent test and approval record. Synairgen, pure play bio research company, currently Covid specific, on track for a phase 3 success and can only satisfy global demand for their (if) successful product Interferon, through a licensing deal within a major partnership. BioNtech’s share price is now $130 - up from $14 at launch. It too bounced around as dealers and investors stressed over the likelihood of success - 17 July to 3 September it fell from $85 to $58 for instance, much the same as Synairgen does on no news. But now with each country that approves the BioNtech drug, it seems that significant daily upward shifts happen. USA approval today will have a significant impact when the markets open there. (Vested interest - I am invested). For my investment in Synairgen, I have been confident from the outset because of the science and quality of the expert team, who release news when there is some, but otherwise are quiet - as they are required to be by the regulatory authorities during these test phases and by the financial markets where any communication is closely examined and acted upon (think Elon Musk and his untimely and inappropriate comments that the market reacted on and he was savaged for). But also for the sake of the progress of some of their patents which are applied for but as yet not all fully secure. Synairgen’s price at present is based on what the market already knows and a large dose of hope.. that the phase 3 trials will be a success. The latest price moves are, in my most humble opinion based on a trigger happy bunch of investors just achingly itching to want to be involved when this ultimately flies... because when it did last time did it fly and any snifter of potential movement has the instant impact of a herd mentality rush - to buy - especially at this artificial low price, created by the fuss surrounding vaccine launches (BioNtech for instance). But the herd is not then supported by reality, so within days, the price slips back. So.. In the interim ignore the shifts.. hold your nerve and remember why you bought in the first place - because you did your research and you believe in the science and the crew. And with luck, in a matter of months we will all be sitting on a share price that looks like BioNtechs at €130 a share post product approval and with daily 5% upward shifts. It’s what I hope for.
A refreshingly well writ and considered response.
Woodstock - I don’t think you should make public statements about employees of Synairgen . That would not reflect well on you.
Today will be the tough day. Try not to look. Or take advantage.
Still here. Nothing sold. Your either believe it will revolutionise medicine or you don’t. If you do, have the courage of your conviction and sit back for three months, watching the price move. There is little underpinning this business at the moment except expertise, data and hope - no revenue, no published deals. If successful at Stage 3 trials, then it’s a game changer and while that might right now be focussed on Covid, the results will be transformative and transferable. I’m in for the long haul - it’s a marathon now not a sprint. Get used to it.
I have four friends who have died from Covid. Covid is not a game Parsley that you can use to exercise and share your insults. I appeal to you directly to modify your language and offer your genuine help and advice To all of us without the need for insults. It will gain you more respect. The ill will you create is unnecessary and divisive. So once again, I appeal to you directly to modify your language and become inclusive.
This :
India and South Africa have proposed that WTO member states be allowed to waive patents and other intellectual property (IP) rights on any treatments and tools related to Covid-19 until the end of the pandemic, including for the Moderna and Pfizer/BionNTech vaccines that are expected to be approved for use in the coming weeks.
Talks on the proposal will be held again in Geneva on 20 November. Those opposing the move include the UK, US, Canada, Australia and the EU – all of which have reserved billions of doses of potential vaccines through bilateral deals.
If the waiver were adopted, it would allow manufacturers to begin producing Covid-19 vaccines, treatments, diagnostics and any others tools used to fight the disease without fear of being sued or prosecuted.“
Karma.
Once approved, Synairgen have a game changing/life protection product with multiple revenue streams from the same drug, which will create substantial layered income and profits for decades to come from a low cost base. This is a long hold with significant dividend potential.
The price volatility right now is a product of desperate activity of the market to settle on a solution that will unlock mankind’s future post covid. Until that happens, expect the price to move substantially on no news or other vaccine news - Oxford will probably be next, so watch for that day. The market rotated last week - with improbable value shares gaining over tech - think Carnival over Zoom. It’s already realised in the market that that rotation was too great and overhyped - but don’t be under any illusions - Synairgen is meaningless to the market and has no scale at present. So for now it will wax and wain until it produces viable news of its own.
First class seat for me. No concerns.
I read everything I could today to help form the opinion that nothing had changed except optimism. Synairgen’s positive position remains the same and I won’t repeat it here as it is well known on this group. What excited me most was the impact that the announcement had on the worlds press and stock markets and government sentiment. To beat this virus the world will need prevention and cure.. Interferon provides the latter, and well as being a broad spectrum drug in a similar way to penicillin. When Synairgen’s results are announced, if as we all hope a positive outcome is achieved, I expect we will see a similar outcome - a closing of the circle - and that’s why at the bottom of the price drop I topped up. Hold your nerve. There is more to come on this journey.
Dear all,
Final reminder for the webinar this evening (UK time)
Supporting the COVID-19 pandemic response – how has University of Southampton stepped up?
Date- Tuesday 20 October
Time - 6:30pm – 8pm (UK time)
Webpage for latest information, the agenda, and registration- https://www.the-ciru.com/resin-covid19webinar
Chaired by - Zoe Kleinmann, BBC Presenter & Senior Reporter
Platform and link to join
This webinar will use Zoom. The link for attendees to join the webinar on Tuesday 20th October is- https://us02web.zoom.us/j/81453874834?pwd=WHlPMUZHNnIxNkw1YnJicHpyaEJxZz09
It’s interesting the speed that this is travelling now and with the additional advisors and partners onboard, this speed will be ‘of the essence’ now. And the testing across 20 countries opens many many more doors, especially with efficacy of the testing protocol being directed by the FDA. I too think this has the chance of being a most significant medical advance across a broad spectrum of disease, which adds layers of value over the long term. Covid is the most urgent and it’s almost as if a funnel is being created to success, with prevention being out of reach and cure (SYN) becoming the accepted treatment. Trillions have been lost across nations as a result of lockdowns and the impact on business. Governments worldwide will grab this with both hands to save their reputation, economic distress and their citizens lives. I have a major holding and never once had my confidence dented by the timeline or shifts in price. The share placing is the natural pathway for a rapidly growing business and is applauded for maintaining independent thinking and action. A few years from now we will look back at this time and smile at our foresight and good fortune at the wealth we created for our families and the contribution we made to saving lives. Feel proud.
Good to join this group of frontier peoples. I’m in at 50,000 shares. Share price will bob for the next few weeks until sound news is on its way. They have struggled to get a cohort of home users together because of a low infection rate local to (40 mile radius) Southampton. Might effect timings.
Oops.. 40%!! Not 60%.