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Ahh Rooprick,
How are you enjoying your first few days on LSE? Made some friends I see.
Yes my earlier post didn’t come across as the ‘ask the audience’ opinion like it did in my head. We all make mistakes.
Maybe the last line of my last post would enlighten you to my point.
I’m well aware there’s a need for both vaccines and treatments - just seems the Pfizer vaccine is proving more difficult to implement than originally thought, which further enhances the potential need for SNG for Covid suffering symptoms.
Ok, here goes.....
Better half told me this evening that they only expect to get enough to vaccines for 1,000 people in local hospital. Today’s roll out has been a bit of a disaster - folk not knowing what they are doing. Despite the in depth, highly stressful planning over last few weeks, she said it looks like a major PR/media stunt.
Nurses struggling to get the last dose from the vial (not enough left for a full dose), which will result in even less getting vaccinated than expected.
Need for treatments is greater than before!
Apologies for my naivety - thought the charitable donation would have been fairly straightforward. Eg, you’re the closest, I as what’s your preferred charity and donation made.
Again, didn’t think it was a look at me, as you say. We all are invested for reasons, with the main one to make as much as possible to do nice things with the proceeds.
Anyways, have reported myself, asked for post to be removed and head bowed in shame!
People with great dreams can achieve great things, n all that Doc!
So how does one delete a post/thread lol?
Yes Barry, at 3% of my portfolio, I’m ramping VAL! You’ve certainly found me out.
By no means ‘ a look at me’. Pretty sure my avg in SNG is a bit over £1, just can’t calculate it.
Strategy is to have enough to retire, play golf in various places around the world & take the folks to Augusta, all being well, as well as giving a bit to charity and good causes.
No other agenda. Just interested to see if anyone’s projection is in similar ball park as mine, and if so, their charity wins rather than mine.
Hey all,
Followed this board, and a few others, for a while and wonder whatever happened to Rich Ken?
Can remember him speaking so much about how this company, and others, were so good - topping up 10k on a regular basis - but after a dramatic drop in price, doesn’t post again.
This stock, BMD, NCYT, 4D, .....I’m sure there are others.
Just curious, is he the ultimate pumper and dumper?
MrB don’t see the P3 trial as a risk. Biggest risk to it is not filling the desired quota but RM said along the lines of ‘they got govt assistance in getting it listed an emergency trial, so patients allocated to first’.
Other companies will have issues filling their trials if not given similar approval.
And not expecting SNG to have no competition, but expecting a large share of the pie. Look how the cheap tests have fared out - would rather be invested in the best product with first mover advantage, than someone trying to follow in their footsteps.
Have been mulling over the numbers again since watchin the webinar, and re-read the Placing RNS again, just to double check the £33 million was being used to fund 100,000 treatment courses per month rather than 100,000 doses.
So it is 'treatment courses' at a cost of £33m for an initial 1,200,000 treatments in 2021.
Factoring in RM's price of circa $3,000 per treatment, even equating to £2,000, selling all 1,200,000 treatments generates £2.4bn of additional revenue, with costs covered by the placing. That alone would equate to a share price of at least £12, without facting in a P/E ratio.
My thoughts are that way more than 1.2m treatments will be required to cater for Covid and stockpiling in 2021/22 as well as catering for all the other respiratory related illnesses on an annual basis - so cant imagine shifting the 1.2m treatments will be an issue.
Selling the initial 1.2m treatments will also allow them, if desired, to self fund scaling up production for more treatments, similar to NCYT, so less reliance on a big Pharma, should they wish to go it alone.
So even tripling 2021/22 production levels, will give a subtantial share price from where it is now.
My only question is - What am I missing?
RM said first patients only entered trial in October, so should be finished by end of Dec
My summary of webinar
- Those in hospital on oxygen more than twice as likely to recover on SNG than placebo
- breathless reduced by twice as much for those on SNG
- Covid related revenue for next 2 years plus govt stockpiling.
- Regular annual revenue for various other respiratory illnesses
- 3 year shelf life / 5 years with deep freeze
- likely licensing with a large pharma company
- phase III trial required to access global markets and gain required approvals
- govt support there to make sure PIII trial is conducted as quickly as possible
- Clinigen MAP there for countries who ‘tip over the edge’ with Covid & require/want therapeutics to help
These annual revenue streams on top of 2021/2022 Covid as well as Govt stockpiling should Covid go away
Annual revenue streams - SNG used by everyone with:
COPD
Asthma
Diabetes
Cardiovascular disease
Immunocompromised
Recruiting 1 - 2 patients a day since October. Nothing before then.
Have to say, when I saw Placing I thought ah ffs! Then I saw the amount and I thought wow!
Normal thinking expects the SP to drop tomoro as a result. But these are not normal times and this is not a normal product! I’ve messed about since Manic Monday - increased holding to over 100,000 shares, then reduced it to under 30,000 to explore other short terms options but got it back to 66,000 ahead of big jumps this week.
The option to buy at £1.75 is huge. I can see why oversubscribed. Why wouldn’t it be, given the potential. So what do those guys who are ‘not subscribed’ do - are they gonna say ‘aw shucks, missed opportunity’ and not buy? I doubt it very much - they won’t want to miss out at this stage no matter the price. They see the same opportunity but obviously more attractive at £1.75 - at £2.25, still very attractive given the position, potential and other news in the RNS. Better to be looking at the shares than looking for them!!
If the same news was released with no need for placing, we’d all be scrambling to buy more. If the placing gives some of us the option to buy a few more shares slightly cheaper, while providing the company the best chance to bring the product to market - what’s not to like.
After reading the board since RNS tonight I feel a blue day tomoro and steady climb in the days after is the most likely path for this little gem, while saving some lives along the way!!
Parsley you spout garbage!
Manic Monday price -213
Mon 27/7 - 227
Wed 19/8 - 249.
So indeed you are, again, factually incorrect about a drop from manic Monday. Amusing but incorrect. Move along!
The good lady and her staff have been tasked with dispensing the Regeneron antibody fusion concoction in N Ireland to test its effectiveness, so it is out there.
I also asked about the MAP news today and she’s very familiar with Clinigen - they already used some v expensive meds via this route to good effect. Bodes well for further exposure!
If you knew your facts Parsley, the share price actually rose over time following ‘Manic Monday’ before falling.
But well done for once again confirming you are full of ....
Switch off for a while Seb and play a round or two!
Doesn’t matter whether it’s 20p, 35p, 60p or 80p share price at the minute! When this gets to end game it’s £££s. So yay, trade short term and risk being burned or be patient and hold, as they say, for gold!!!