Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Typo, no “a”!
Does being a mere investors mean we are locked out, as not analysts??
Thanks for sharing owl, very interesting
Oh how we miss the days we had PMJH on our side. Come back lad, its getting interesting again!
Can I take the opportunity to correct myself. He active competitor in A2P3 isn’t Regeneron but REGEN-COV, which is made by Regeneron (the company).
And also to agree with Doc
Agreed Ndn, however scientifically, the chances of that are very small IMO. Our HT was done on "high risk" patients -those >50 or with co-pathology. There was minimal signal seen because the control group didn't come to much harm in that size of study. We did discover that any further HT investigation should be done on markedly or severely breathless home patients. "Our drug needs a fire to put out". A2 inclusion was much broader, with many more healthy patients. So I believe we are hoping to survive to A2P3, then only treat markedly and severely breathless patients in A2P3, where it is possible we will be useful. Clearly I hope you are right though!! GLA
Ndn, I thought all drugs that make it to A2P3 were to be compared to look for superiority to Regeneron (the current gold standard anti-viral in the community) as opposed to being compared to a placebo any longer. Others will correct me if I picked that up wrongly
Doc, I agree with your thoughts but worry there may be a 2b option : being offered head-to-head v regeneron without a protocol that restricts SNG001 to breathless patients. The BOD may not feel that would be a wise study given our own HT. Clearly, I hope as you do that we progress with the breathlessness caveat in place. Then we stand a chance of a positive A2P3 IMO. I can't see it having much of a signal if recruiting all at home positive patients.
Thanks Kiwi, yes it is working again this from UK and no, there is no change, still only showing SNG001 as part 1 info for patients. False alarm. I'll keep checking
GLA
Thanks everyone and sorry for the "lie in"! Kiwi, if you go to the section on patient info on medicines (or something like that), then scroll down below a few of the other meds, you'll come to SNG001. The page always used to take 10+ seconds to load. The section on SNG001 used to have two hyperlinks at the bottom. One was a video on how to use the aerogen nebuliser and the other was "part 1" information for patients. you know it's part 1 because when you click it, the info for patients says part 1 on the lower part of the first page - with the man's face on it. My point was, there was never a second option for "part 2", like there is for some of the other studies further up. Nice to dream!
RiseaboveCOVID.org
I have been watching the ACTIV2 website daily to check if the "part 2" patient info booklet appears (which would be for A2P3). Yesterday, still only "part 1" (P2) booklet. Went on to check just now and for the first time got the message "access denied, you do not have permission to access this website". I don't have a VPN to check if we are now embargoed from seeing the site due to Share-sensitive info on site. Maybe just a conspiracy theory but I hope where there's smoke, there's fire!?
GLA
Parody, I’m with you. I believe we will know the result of our P3 (the main event) by 4months time.
Meantime, it would be lovely if we made A2P3 to see how we go against Regeneron in breathless home patients. For me, this is a less likely route to a successful conclusion but great the USGov paying for us to find out!
GLA
It's nice to dream and I know that's why many of us hold significant investment here. I strongly believe that we will have the promised H2 readout so feel only a max of 4months and 1 week to wait. After the P3 readout, the share price will change dramatically - imo it will either drop to 30p or multiply. Clearly as a holder that believes in the science I think the chances are much more of a multiplication of share price. Not too long to find out now. GLA
Agreed Matml, a lot more at that
Should have said I am delighted to see these key players increase their net holging in SNG. A great sign IMO
I am guessing they had to sell some shares to finance taking up the option to buy a larger number of new shares created at under market value?
These options had value but only if taken up, which needed funding I suspect
Great find Matterhorn, thanks for sharing. We've heard all the interferon side before in other papers and reviews but that's the first tie in to releasing the cytokines storm that I've been aware of. Very valuable discussion. Top man
Geovanni, hope you're right there's good news brewing from either side of pond! Smallish movement though?
Candid, I share your confidence for P3 and your concerns that it seems less likely we'll end up being a significant pre-hospital treatment.
However I want to point out that what RM said about marked or severe breathless patients might have legs in the home setting. Definitions
Marked breathlessness - noticeable when washing or dressing
Severe- almost constant, present even when resting
Many patients will still be at home at this stage of COVID. It is possible to be that breathless and otherwise coping ok at home. Especially marked. For that reason, I haven't written off home treatment yet. Neither has ACIV 2 as far as we can see. Don't lose sight of the fact that our HT showed these are the very ones that end up in hospital, a fact that will be well noted by A2. All IMHO