The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Talking of the last RM update......Take a look Scinv.
From 4:10
hTTps://www.youtube.com/watch?v=nhFqeW6sIXg
Not engaging further - you are not going to get actual evidence until the company announce it.
Scinv...go back and re-watch any recent RM interviews eg Vox, Proactive etc. Way back on 18.11.20, RM stated 100,000 per month in 2021.
Also, if you seriously believe the US Activ2 trial and Warp speed havent already adressed production in the light of a positive trial result - and EUA - where have you been for the last 9 months ? Biden could even use the Defense Production Act to seriosuly ramp up production with a SNG US partner if/when required.
When discussing pricing consider;
NHS Overnight stay - c£400
NHS Overnight ICU stay -c£2000
+ Admission costs + Diagnostics - ?
Ability to treat in Primary care or at home
Reduced transmission ( both physically by not attending secondary care and physiologically by antiviral action )
Broad spectrum, stock pile able drug for the next pandemic (v) lock downs
Remdesivir at similar cost was snapped up by the US.
Finally, would a company's most significant asset for 15 years really have progressed this far ( pre Covid esp.) without a cost /benefit analysis ??
Conclusion - Success in the P3 trial, will make this invaluable and certainly a snip at £3000
Dibs, thats my appraisal too. I think any P3 (if required by the regulators ?) would be run alongside conditonal approval, especially if supported with positive COPD interim results, and that would all be with another Big Pharma and licensing
Nolupus, I agree, but since this could be a generic, broad spectrum antiviral that may be stock piled, how much value would the world place on the potential to head off the next CV strain / virus ?? We are getting closer to finding out.......
Dex and SNG act at different times in the disease anyway of course, but when just comparing their costs as Ive seen mentioned, you need to factor in;
one is a nebuliser that might even be provided to your home on remote diagnosis.
the other is a cheap drug, but in a very expensive environment ( ICU ).
If they both work for people, thats a massive step forward to save not just lives but the damage this can cause to people afterwards.
Im hoping theyre holding the majority now and have seen the potential value in SNG001 here.
From the Acacia website;
"Acacia is an intermediary in the patent marketplace partnering with patent owners to unlock the financial value in their patented inventions."
"We assume all responsibility for operational expenses and share net licensing revenue with our patent partners on a pre-arranged and negotiated basis. We also provide capital to the patent owner as an advance against future licensing revenue."
US patent investor ( and US exposure ).... SNG patents...funds.....Licencing....???
Their intentions will be clearer soon and I hope its the above. DYOR and IMO.
https://www.acaciaresearch.com/actg/how_we_work/3410
This is interesting from Acacia Res Corp's website;
"We also provide capital to the patent owner as an advance against future licensing revenue. Acacia bridges the gap between invention and application, facilitating efficiency and delivering monetary rewards to the patent owner."
https://www.acaciaresearch.com/actg/how_we_work/3410
TranScrip seem to have been involved in the logistics etc of setting this all up with SNG ( see first link - OneNucleus ).
The other link from Transcrip, I found interesting in terms of gleaning some info on the challenges of CV19 trials and data interpretation from them. Thought it was worth sharing ?
hTTps://onenucleus.com/transcrip-providing-support-synairgen-confirms-commencement-dosing-trial-sng001-covid-19
hTTps://www.transcrip-partners.com/news/covid-19-developing-drugs-and-biological-products-treatment-or-prevention-background-and-new
Ghia, I agree. NYT 2 days ago ran an opinion piece below supporting earlier interventios. SNG not mentioned by name but we know that we’re in this frame.
hTTps://www.nytimes.com/2020/05/22/opinion/coronavirus-treatment-mild-symptoms.html
Dragon project involving AI tech to catch early genetic / risk groups also with SNG. We are very much included in forward planning it seems to me. DYOR
2 very recent articles below Re: genetics and AI
hTTps://coronavirusexplained.ukri.org/en/article/cad0009/?utm_source=Twitter&utm_medium=social&utm_campaign=SocialSignIn&utm_content=%23CoronavirusExplained
hTTps://www.wired.com/story/covid-19-will-accelerate-ai-health-care-revolution/
Am I correct in thinking IV IFN requires a higher dose as the half life isn’t long ? Getting IFN direct to the site by nebuliser ( without travelling IV ), facilitates administering a reduced dose ? I can’t remember where I got that opinion, so if untrue, please feel free to correct me.
Interview with a pt. having received a nebulised drug (or placebo !! ) ;
1:51 ( also some info at 1:07 and 2:08)
hTTps://www.bbc.co.uk/sounds/play/p08cf1yf
DRAGON project seemed to involve A.I and typing / profiling individuals into appropriate early interventions. Some very interesting other companies in that list with us btw eg Owlstone Medical , using breath sampling to gain bio markers I believe .
It’s a 3 yr project so they must feel SNG have plenty to offer .
Peter, you’re right, that seems strange. SNG001 is listed below that list separately but you are correct that an inhaled IFN is in the Recovery list on their site ??? It’s not on the list on the Recovery website, so is it a. An error b. Another inhaled IFN c. SNG001 has just been added ???
The PRINCIPLE protocol allows for new drugs to be added as they become available, currently just under way I think.
It is a national trial involving Primary care.......we might fit into this trial of 3000 nicely for our home trial arm if hosp arm results are encouraging.