Member Info for Miggy007

When you think this share has been over £10 in the past I think this has just begun its journey back to the big time. I think it’s currently a great short term and long term play. Two phase II readouts due this year one imminently (Qrt 3) and one step nearer to a life changing drug for many people. Current market cap is modest imo when everything is factored in and the directors themselves have put their money where their mouth is by investing their hard earned. GLA.

Hi Tommy, it’s been a hard call for me how to split money. I’m more heavily vested in SNG but have increased my holding here. Both have news to come and both could come at anytime so that is the difficulty. I thought COPD data would fall first with SNG but now I’m really not so sure we won’t get blautix news first, it’s really up to each of us to decide how to play it but I’m not sure I agree with splitting funds as heavy as some. Buffett always said nothing wrong with having all your eggs in one basket if it’s a good one!. Both companies looked nailed on to me.

I’ve managed to sell out of this twice and missed two rises but made sure I caught today’s rise. I’m a Synairgen at heart but this is the other play I’m really interested in. One thing that struck me with this company unlike other listed Microbiome companies is that 4d has no debt. They raise money by share placement, so bodes well and cuts operating risk. Also the advances they have made in Six years (formed in 2014) is impressive. Pipeline looks really promising against multiple conditions. We all saw what a successful Phase III in C. difficile did for Seres. Fingers crossed Blautix IBS data is positive and away we go!. The microbiome field is of major interest moving forward. Ironic as my grandfather always said their is money in muck.:).

I agree everything has to be considered after all SNG I assume would be the ones to have submitted the info to the NIH in the first place having had discussions on how to proceed. Also believe this would more than satisfy phase III requirements so all good there. It also leaves the door open to recruit just a further 50 patients on each arm (hospital and home) potentially up to 300. I wonder if they will analyse the data real time as to expedite the trial itself. So if say 50 are recruited on each arm and results are excellent they can fast forward the process. The other interesting point is with SNG now laying out the road map to market, they can surely tempt big pharma with the carrot ‘jump on board now and agree a 1-2 billion deal or wait till feb and pay well in excess of that.’ This in my mind is likely to happen especially when we get COPD data too, instilling further value to SNG001. Everything seems in place and in my eyes is a no lose situation for big pharma, SNG have done most the hard graft.

Parsley- you must have a sad life if you are spending your time here and you are not invested. Maybe join the local knitting club, give you something meaningful to do :)

Talking of said ****e rag, I’ve posted a complaint to them to various depts but including their in house legal counsel to register that they are harassing SNG by posting three articles within a week with their negative diatribe. I’m not normally a complainer but they are such bad articles it isn’t a million miles away from being libellous. Next step the FCA. Hopefully a few of us do it and it might make waves. Maybe head off a fourth article which is no doubt being penned.

Tyla-it’s not long ago we were at 35p. It’s all a matter of perspective, but I feel happy tonight given we’ve had to tolerate three terribly written articles this week and missed RM’s estimate about an August RNS regarding COPD. Personally I’m not bothered in the slightest about that. It would have been given under best faith and the gang at Synairgen are working flat out in all our best interests. Good weekend all.

3 articles and COPD not mentioned once anywhere in any of them. Joke of a rag. I might hire a muckspreader and cover their offices in ****e.:). All they are is click bait. They do the same with other promising companies who are hot property. Any investor with any savvy can see right through them.

No one wants a second wave but the fact is all coronaviruses flourish in winter conditions. The shell of the virus hardens in winter making it capable of surviving longer in the environment on ATMs or metal surfaces etc. As Ghia just mentioned we have had flare ups in areas where cold storage and humans cross, that isn’t a coincidence. Hopefully it isn’t a bad winter but the government seems to preparing for a second wave, its only prudent really.

That’s incorrect. Susan said end of summer. I believe.

Similar thoughts Sharesting- I think our next RNS won’t be just COPD data it could be multi-faceted. In a way would have been great before the weekend but like Christmas when you are kids it will be fantastic when it comes. Just wish I could add more sub £2. Market Cap comes nowhere close to what this drug is potentially worth.

PR team the other day said end of summer I suspected then we were more likely to get news first two weeks of September, could well be Tuesday morning who knows. Some folks do need to work on their patience. Any reason for a September release will be down to complexity of work/negotiations taking time they will not be down to disingenuous behaviour or poor results. Patience will be rewarded.

Timescale was end of summer on the trial docs, do your research

Graham- you need to grow some balls. Seriously? The BOD are arrogant because RM mentioned August ? for results and it will probably be next week. Come on that’s ridiculous. SNG have delivered huge for us PI’s so far, you included. When news comes it will be very good I’m sure. Why you getting your knickers in a twist over a few days of trading before results come. SNG have been working hard on this for 15 years and you feel let down by having to maybe wait a week. That’s a joke.

With the Asthma trial as has been mentioned the testing for diagnosis wasn’t accurate enough to determine a virus or bacterial infection at the time, it is now. Also as stated steroids negated the effect of the drug. Critically though when AZN considered it they would have factored in that less than 10% of asthma sufferers with cold/flu (exacerbations) end up being hospitalised. The difference with COPD is that over 60% of sufferers with exacerbations end up being hospitalised. Given that AZN were at one point happy to pay around £245m for SNG001 under licence what would they pay now with efficacy against Covid and COPD too. And future respiratory lung viruses that are bound to emerge. Current market cap doesn’t come close. That’s what MF should be writing about.:)

It would be nice to think people have more between the ears than to let MF influence their investment decisions. MF have no idea what has been going on behind the scenes with SNG over the last five weeks. We have a lot of promising news flow to come.

Anna Sokolidou Who wrote the article should be called ‘Anna Hasn’t got a Scobbeydoo’.

Seriously, name me one biotech who is at the developmental drug stage that has Profits coming in. She also thinks the pandemic will be over soon? Good luck with that. The Chinese expert who discovered the virus expects it will be at least 4 years. This drug wasn’t even originally aimed at COVID. It was always to help Asthma and COPD patients, hence it has been developed since around 2005. No one had heard of COVID till 8 months ago. What an awful piece of journalism, four days after the other totally inaccurate piece. Definately an agenda from the piece I assume to get people to invest in their piece of crap advice at the bottom. It’s laughable. If I wasn’t all in I’d be doubling up now on that piece of trash journo.

High temperature and myalgia will cover us on the patent. No worries there at all.

£4 million for the manufacture of the drug. The rest went on running trials and they also have cash.

Exactly, and the SP is about level. Volume yesterday was around 2.6m and they took the share down nearly 20%. Absolute tree shake it was, a clear overreaction based on trades (that we know of).