Member Info for MrTennis

Firstly, I’m a holder and have been for over 18 months. I want the best for GDR who have some great products.

In terms of todays SP from Friday news and further news today, I believe the market wants to see tangible revenues.

GDR lost a lot of credibility during the last 15 months with various products and distro agreements that didn’t bring in any material revenue. It also sought a further capital raise.

In fact over the last 5 years we haven’t seen any material revenue from GDR agreements and products. Lots of hope and no substance. So I believe the SP will remain cautious.

Here’s hoping AIHL is a game changer. But we should all have balance in our approach with GDR.

Kind regards. Mr Tennis.

Hello there! Having watched Joules for 18 months I’ve just bought in. Looks so oversold.

I like it’s physical locations and brand heritage. With their recent acquisition and hopefully solving supply chain issues I feel really optimistic.

Kind regards. Mr Tennis.

Good progress for GDR on Friday. But FWIW you should all read Roger’s post. We have been here before. And the presentation due from David Budd is certainly worth being weary of. It may deflate market sentiment.

Tread carefully is entirely the right approach from GDR. It can delight and dismay in equal measure.

Kind regards. Mr Tennis.

I think the RNS is another setback. I appreciate it isn’t over and the NIH are still very interested in us. But this now feels like a very, very long term hold.

If we hold 20p today I’d be surprised but pleasantly so.

Kind regards. Mr tennis.

Manifesto. I agree and thought the same. That was our risk right at that point. Clearly there is now positive data that has meant the ACTIV are happy to progress. Be great to know what that data is. The market won't like the long wait but!

Kind regards. Mr Tennis.

TL Williams may have called it!!

“Could they act as Kingmakers i.e. sell their entire holding to a large pharmaceutical company who might wish to acquire Synairgen for a considerably lower price than might have been the case with the expected Sprinter trial outcomes ?”

Are Poly buying and taking instruction from a large Pharma?!

Kind regards. Mr Tennis.

Having thought about Polygon’s stake. It is quite interesting. For me it’s one of two reasons:

1.A takeover is circling in the background so SNG and Poly are working together to enable a veto on a low bid therefore offering protection

2.They are simply averaging down

If strong data is established in the deep dive on P3, this becomes exciting once more. And there’s no doubt ACTIV are waiting for this insight hence the pause. But we have to acknowledge that the outcome is binary. Hold onto your seats!!

Kind regards. Mr Tennis.

Golf…a very succinct and interesting post. All to play for.

Kind regards. Mr Tennis.

I think Brand makes a very important point. The U.S are being so careful with SNG to ensure it succeeds. Changes were made in the first phase of the ACTIV program and now they are assessing our best chance of success in the next phase.

Lots going on with SNG ATM. All to play for.

Kind regards. Mr Tennis.

Axe - love that! “You play between the lines!” :)

We’re on the same team and let’s hope we can keep the SNG dream alive soon!

All the best. Mr Tennis

Not wishing to be personal at all Axe, but points 1-12 don’t strike me as particularly intelligent….any of them.

Kind regards. Mr Tennis.

Firstly. It was great to see the board become such a supporting place of warmth and comfort on Monday. Fair play to you all. I reckon it really helped a few people that day.

A failed P3 trial and a European Land War is quite a week. It has take me until Friday to digest it all if I’m honest. But here’s my opinion FWIW.

I spent 18 months building a stake in SNG. It felt bl00dy expensive. To see 25p this week was tough to take. But I now look at what amount I can buy at 29p and see the value.

We’ve had a huge setback, but SNG does work. The science hasn’t changed. Now we’ve had the really bad news, good news normally follows.

Reward = positive data in the P3, positive outcome ACTIV-3, T/O and JV

Risk = kicked off ACTIV-3 and no positives from P3

The science is in our favour and that has been established. For me, SNG is worth the risk at 29p. RM won’t come out and chat until he’s got data and certainty. He likes both those things. And I think that’s OK. He’ll have a very clear direction of travel when he does talk to us.

My speculation on Polygon is that they are motivated to block any low bid in a T/O whilst buying some value.

All just my opinion. Kind regards. Mr Tennis.

The Ashfield Engage RNS was lunch time. With our relationship in the U.S should we expect P3 news at a similar time?

Kind regards. Mr Tennis

ACE. I think for a number of reasons in your post/list you could be right on the money here. You are entirely correct to focus on Mark’s interview. I feel the same about it.

He has a very credible background/pedigree.

Kind regards. Mr Tennis.

From what I can read via the link on SNGs website, the trial started Nov 27th and will complete Jan 31st and it’s only for 25 people. If a regulatory body has requested this trial data then I’d imagine it’s for a very good and positive reason.

Whilst it doesn’t impact sprinter, perhaps P3 and FDA EUA will be announced at the same time. Speculative I know, but is SG019 a late request from a regulator with an aim to have data ready in tandem with P3 results…???

Food for thought. DYOR.

Kind regards. Mr Tennis.

Hello Doc. There is as much chance the deals are done. I agree. And I hope so!

Kind regards. Mr Tennis.

I had been thinking over the weekend. If and when a positive RNS lands (and we 95% think it will!) it may not contain pre-orders in the first instance, so we may only see a 25-50% initial spike in the SP. That could feel really underwhelming based on our very plausible “bull case”. I just wanted to point that out so that investors on this board are prepared for a bit more patience if the RNS caused such SP behaviour.

FWIW I totally see the “bull case” being realised, it just might take most of 2022 to get there. RNS P3 day may only bring £2.50 - £3.00 and a £500M market cap. U.S pre-orders will bring the real upside.

Kind regards. Mr Tennis.

TLW, add in great leadership, strong values and large stakeholder support. Then it really does feel robust!

Have a good day.

Kind regards. Mr Tennis.

I think many of us have thought for some time now, over the last 18months, that SNG would be approached for a T/O or certainly need a JV at least.

I just don’t think they are that small minnow of a PLC anymore and all the soft data suggests we are preparing to be a multi-billion company in its own right.

I always thought T/O. Now I really don’t. The expertise, scale and partnerships that have been established look so premium. And with U.S pre orders we’d have optimal cash flow.

So, potentially super healthy cash flows and and a world class patented product. You’d just never be in a rush to sell that!! How exciting!!

Kind regards. Mr Tennis.

Crumpet makes a great point. In dealing with the U.S we have the sheer scale and the ability to far more influence other countries. It offers an opportunity to provide a product for a population of 320M VS 67M in the UK - and undoubtedly you are dealing with a far more trustworthy buyer!! ;)

I have said this before, but Moderna have a market cap of $83B....so £75 a share for SNG isn't complete madness!!

As for P3 news, it's impossible to speculate. But based on their track record, trust SNG to do things in the right way. They have procured the very best talent over the last 12 months.

Kind regards. Mr Tennis.