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Robort - I agree. It seems like a poker game to me between the governments, nobody wants to preorder a drug that doesn’t work, but as soon as they know for certain it works the fastest order could take the lot. I think there will be lots of watchful eyes here.
Rupert- this share has always been an all or nothing deal. The bet is which way it will go. Luckily, those on here know the science is top class, the broad spectrum options are limitless, the government stockpiling orders are highly probable and the FDA have “asked” us to run a USA home trial. Rather tips the balance in favour of “all” and then the current share price is just ridiculous.
Woodstock, I often like your posts, but I think you need to pause on this one:
“Believe me, there is going to be trouble when I telephone Synairgen Monday unless I have some clear indication of when stage 3 trials begin.”
Firstly, they will not tell you because they can’t tell you- trouble or not. So please don’t phone
And Org- please don’t email. These guys are working flat out trying to get these trials away. They don’t need the distraction and irritation of giving you both polite replies that say nothing. Would you prefer them talking to you or the FDA? I tell you which one I prefer.
Great post Josh.
We know things the market doesn’t about broad spectrum anti viral, USA FDA trial and long covid. I’m going to enjoy the ride as the market starts to wake up to the opportunity here.
If you were short on a Friday would you leave it with all the news we are due?? Nope, you would post idiotic rubbish on a ph luv forum of PI’s and try to shake them enough to sell. A while attack of them tonight. So pathetic. Don’t be taken in my friends, hold tight.
Ah ignore bad news on last message. There is actually one of the experts who has said very useful things about interferons...
Pierre kory gave this evidence to a senate committee on September...
“There are strong arguments to avoid emergency use of agents until trials are completed and analyzed, but the agents suggested are not new. Most are drugs like the interferons, marketed and available for other conditions and with well-known safety profiles. There is a clear need for outpatient therapeutic intervention now.
Antiviral medication is just as im- portant as annual vaccination for control of influenza. It is necessary for public health authorities to make hard decisions now despite limited current data and offer outpatient treatments on a broad front with no further delay.”
Hi,
Do you remember the senate committee meeting where Jha mentioned SNG on the Activ2 trial?
Part 2 of that meeting is on Tuesday with a new set of experts.
Bad news - it is run by two senators who are complete idiots!! I watched the first hearing on c-span and they spent a lot of time attacking DrJha for not scientifically supporting the use of hydroxychloroquine.
So overall, it’s another chance for someone to let something slip, but don’t expect the committee to support us.
Does anyone know anything about the experts who are testifying?
https://www.hsgac.senate.gov/early-outpatient-treatment-an-essential-part-of-a-covid-19-solution-part-ii
Mr Big - on what’s holding up the trial start, I don’t know. Only SNG knows. What Indi know is it won’t be because For no reason or because they are not working their asses off. We just have to wait and be assured it will start as fast as they can get it through.
Hi TL,
The holdings on the Synairgen website seem to be the most reliable and are quickly updated with changes. The Morningstar site shows smaller holders, but seems clearly out of date so probably not very reliable.
Bruce : “Science states 30,000 people trilled at an efficacy rate of 94%“
1) No. Half those people got the vaccine, half got a placebo.
2) efficacy based on only a sample of a few hundred cases out of that 30,000 patients
3) it appears to stop them getting ill, not transmitting it to others
3) we have no idea of the long term effect and could it cause long covid by pumping the immune system prior to contact with the virus
4) most importantly The very limited Data shared was weeks after Taking the vaccine. Nobody, repeat NOBODY, knows how long that immunity lasts.
It’s like building a house at Everest base camp made of asbestos and declaring an hour after building it that it is a success. We haven’t seen how long it stands up, what happens when it meets adverse weather and whether the building materials will cause a health problem in humans.
This vaccine maybe as magical as the drug companies say it is, the simple fact is, right now we don’t know. With time we will.
I understand you are an older gent Bruce and therefore the benefits versus the risks may work out for you. Understand that younger people with less risk, have a different risk equation. And please give the respect to people who are intelligently pointing out the gaps in our understanding of this magical vaccine.
I have been kicking the tyres on my investment and thinking deeply about why we are at such a ridiculously low share price given the potential here.
Looking from the market point of view, if you have not been doing deep research like most on here, the view looks - great P2 results in July, placing them nothing. They don’t know about :
- scale of p3,
- long covid opportunity,
- stockpiling opportunity,
- prophylaxis opportunity
- USA gov sponsored home trial
- formal process with a big name institution who we would all know, to broker a TO/JV with 15 of the top 30 global big pharma!
Make no wonder there is a disconnect in how the “market” is valuing this versus a “magical” vaccine and the potential we see here in Q1 to Q3 next year (and we are in December now.) That’s the frustration.
However if you step back, the general market don’t know those things.... yet! We can complain the Comms hasn’t told them, but we know when this drops, it will be a done deal not a vague intention. SNG message progress and results not intention.
This investment feels uncomfortable some days, but keep hold of your research and remember the market doesn’t know most of what you know. And smile :-)
Thank you Geovanni, 4 hours from press release to EUA is certainly quick. Here’s the relevant para copied over...
Then there is the question of how to publicise your findings. “It takes time to write your manuscript, go through peer review, and deal with the corrections and revisions”, said Landray. “In a pandemic like this one, when you have thousands of patients presenting to hospitals every week, one in four of whom will die, and there is no information on whether any treatments will save lives, you cannot afford to wait around. You have to get your results into the public domain as rapidly as possible.” The investigators at RECOVERY decided to reveal their findings through press releases. Within 4 h of the publication of the release detailing the results of the dexamethasone trial, the UK CMOs had recommended that the drug be installed as standard-of-care for hospitalised patients. The European Medicines Agency, NIH, and WHO have all followed suit.
Lol. Some people still would lack patience Joey.
Mr Big - RM said in the webinar that the primary use of the MAP was to quickly distribute the drug if there is an EUA in any country around the world. Sounds a sensible thing to have in place to me.
P marrin - I’m very interested in this tip, do you have any more details?
Just check out with your source that they don’t mean the Indian healthcare company SNG who are active in the covid space?
Would love this to be true and kick start a EUA for India...
I was catching up on the latest sage meetings, just to get a feel of what the scientific advisors are saying. A couple of things stood out- they are very worried about Christmas. Secondly they welcome a vaccine but are not sure it will reduce transmission. Here’s quote from the latest minutes :
45. In Non-Human Primate (NHP) challenge studies, vaccinations can avert disease, but
viral load in the nose was not affected. This leads to uncertainty that individuals with some immunity could become asymptomatic and still contribute to onward transmission of the virus. How relevant the NHP challenges is to virus acquisition through normal transmission events is not clear, given the very high dose of virus used in challenge (moderate confidence). Challenge studies in humans could provide one way of finding out to what extent vaccinated individuals could contribute to transmission.
Millie- I hadn’t heard about the masks/distancing, that is strange not to record. Also I believe only AZ have done weekly covid tests so picked up asymptomatic cases. The other two vaccines are symptomatic only, so other “spreaders” have been missed.
Bruce, see below for one of the very many articles about the shortcomings in this research. I understand you are an older gentleman and I would probably take a barely tested vaccine if I was in the high risk age category. For those who are not, we just don’t know about the safety of efficacy of these vaccines YET.
https://www.nytimes.com/2020/09/22/opinion/covid-vaccine-coronavirus.html