Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://www.lsegissuerservices.com/spark/Synairgen/events/6172d46e-b491-4d4e-aab9-00710bbabc7a
I’m expecting a BIG a news RNS in the next 1-2 weeks. This tree shake were seeing is similar to when the SP rocketed last time. It makes no sense for SNG to randomly be dipping now, when the world needs treatments for future viruses - Vaccines aren’t developed quickly hence the mess were in globally. I would not want to sell now and miss the rise, just remind yourself of why you invested here in the first place. Don’t miss the boat again!!!
The US selected us from 100’s of treatments worldwide as 1 of a handful on Activ 2 - if that doesn’t tell you what you need to know about our chances of success then I don’t know what will. There’s a reason why this hasn’t tanked on vaccine success, RM has maintained all along that the success of SNG isn’t predicated on the success of Vaccines and they need to work hand in hand. Just means our time to value might be a bit longer, but guess what the upside is that we are all a lot safer as a result. As others have said it’s literally a patience game from here.
Working in an unprecedented timeframe, the ACTIV public-private partnership has evaluated hundreds of available therapeutic agents with potential application for COVID-19, prioritized the most promising candidates, designed and harmonized five adaptive master protocols for ACTIV clinical trials, and selected numerous NIH-supported networks to launch these clinical trials to test prioritized therapeutic candidates.
Expecting a strong finish in to close. Would be great to breach 200.
Seems every time GGP goes down we go up, perhaps people are finally starting to realise that GGP is overpriced and we are MASSIVELY undervalued. Our market cap is so LOW that surely the only way is UP - the biggest determinant for me is that we have the 2 majors. Majors are called MAJORS for a reason, because they don’t waste time on minors - OMI is a compelling prospect and all’s you need to do is HOLD for GOLD - Disclaimer: No puns were intended in the writing of this statement.
Perhaps being on the Activ2 is on an exclusive basis hence not being fast tracked by the U.K. gov. This is pure speculation- but I think it’s logical to assume that if we are on a fast track US trial, which is being heavily funded - they might want this to be exclusive so if it takes off they are the ones getting the kudos. It would make sense for SNG to agree to this as the US were first past the post and as RM has said previously - if they funded the same activity themselves it would’ve been 10’s of Millions. You see these same scenarios in other businesses all the time. Also there was something on the U.K. Gov link about collab with Southampton Uni, and as we know Sir Holgate is heavily involved with U.K. government - so clearly there was enough opportunity to be on AGILE - but we aren’t. I feel that AGILE is the UKs response to operation WARP speed, and the fact we’re not on it demonstrates the U.K are playing catch up and trying not to miss the boat on other potential “home grown” treatments. The fact weve got on to Activ 2 in the US - clearly we had more then enough to be on AGILE so I think this theory has merit. I really feel like we are in a VERY strong position from here, and I am waiting for the end goal, and enjoying the ride in the process.
I think you’ll find the shares are in much stickier hands these days. The early leavers are out and regretting it. It’s unlikely a retrace as you’ve described would happen at this stage particularly with the placing shares and the
Price they sold at. Any big moves from here will depend on p3 results and whether we get a partnership sorted in the meantime. Wouldn’t be surprised is Polar is increasing their position as we speak.
Same pattern as yesterday. MMs want your shares. It will maybe fall just below 170 but will finish strong like yesterday. Hold for gold.
This will finish above 180 today. We are seeing an order being filled.
Back to where it was last week
In the forward
This guy co heads up the Healthcare team there. If you track down to his qualifications - he clearly knows his stuff and can research investments from a medical standpoint, hence his role. The fact that he’s not only green lighted us in the past but has now significantly increased their holdings, knowing full well that a vaccine is likely to be released soon is a big confidence booster at a time when we’re getting little news. As a lot have said all along, this will be a complimentary treatment and also have the ability to help tackle future similar viruses.
Daniel Mahony, PhD
Daniel joined Polar Capital to set up the Healthcare team in 2007. Prior to joining Polar Capital, he was head of the European healthcare research team at Morgan Stanley, covering the European biotechnology, medical technology and healthcare services sectors.
Previously, Daniel worked in New York for ING Barings Furman Selz following the US biotechnology sector. Before working in the investment field, Daniel worked as a research scientist for seven years with the majority of his time at Schering Plough Corporation in California.
Academic qualifications
BA (1st Class Hons) in Biochemistry, University of Oxford
PhD in Developmental Biology, University of Cambridge
Industry experience
29 years
Where’s mirror mirror when you need him?
Look at the last week trend. This isn’t a flash in the pan as some would suggest.
Never goes up in a straight line.
Can anyone give me the latest in terms of research and why this is a hot prospect please
Saves me a few hours trawling through BB before I put some
Money in. Thanks.
Agreed. Going back to
One of Richards earlier updates post Phase 2 - they were getting a LOT of interest from pharmas, governments etc. So presumably he has chosen wisely to keep the ace cards. There’s a good chance some of the big pharmas are kicking themselves right now, particularly AZN who had their chance years ago with the 250M JV. Richard clearly
Believes in the drug as he’s kept going all this time and their backed by scientists like Sir Prof, Holgate / who is putting his personal reputation on the line. I just need to be more patient, which is difficult when other stocks such as gold are booming right now, but Sng has much much more medium
To long term upside. I know what I need to do.
Makes a lot of sense. Honestly based on these replies I really feel a lot more confident. It’s also a testament to the intelligence and research shown by people on this chat board. Which isn’t always a given based on my experience. As with everything there’s still some risk involved whilst waiting on results, otherwise I’m sure we’d all
Put our house on it. But what is keeping me
In is the potential upside which could be things dreams are made of. Just need to decide how much to
Put in now.
Good point. Thanks all. I really
Appreciate the level headed replies and non combative approach. Glad I shared my thoughts as I feel even
More confident right now - a problem shared really is a problem halved. I think I will get back in soon as the base level isn’t too far below current SP and I don’t want to take the risk of being out for the next big news. Yes it’s a small
Risk based on Phase 3 results but a very calculated one in my eyes based on phase 2 results, the backing we have from
Decent investors and the fact one of our founders has just
Received a knighthood. I really hope it is as beneficial as one hopes, as it’s really needed and we can make a lot of money too. Win win. Good luck everyone and thanks again.
Makes sense. I appreciate your reply. At this stage our main focus is probably the phase 3 doses as well as the initial
Orders likely to come.