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Demark - you genius.
4million shares taken by PI's at 1.75. £3m off the value means quite a few of us are currently down.
Your intellect and contribution to this board is wasted but thanks for your wisdom.
I have found a method to help you move on....filtered.
Eva - Is it 50% at <90? I feel you may get there tomorrow...
I'll be surprised if 80p gets broken.
Who actually has shares to sell at these prices and why would you?
You're essentially saying the Pandemic is over and SNG has no value P2 is all a dream and P3 isn't happening.
What would be more helpful is for posters to promote the home trial treatment to their parents, grandparents, aunts, uncles and Friends.
Many of them will not be aware of a treatment that may help and many may not even realise the age of their sisters/brothers/cousins if the conversation with my mother in law is anything to go by.
Worth noting conversations may penetrate consciousness more easily than facebook/twitter posts.
Let's not celebrate, orbit the earth, jump on rockets, or count chickens yet - it's not in the bank until its in the bank.
The value proposition here is quite interesting, the problem with £10 per share is that its in between success and failure.
SNG is either Gold or its Not.
Given the situation in Q1/Q2 2021 with P3/EUA we have orders for 100K per month and priced as speculated or we don't.
Once we have the orders the revenue dictates that the SP is valued at more than £2b (and probably much more).
There are some interims that move the price, but come Q12021 we're either off to the moon or we're not, we're not in between.
Lol - Never seeing above £50 in private hands here.
Pretty certain any offer above £20 will be approved universally by everyone on this board who has shares.
Some on here will be long gone at £5-£10 per share.
South Africa can afford to host the world cup. India has both a space and nuclear programme - they can foxtrot Oscar.
Pay the money.
Thanks for posting the EU Reg entry. A query please for sensible and knowledgeable answers.
I was under the impression that the trial was going to be US centric/run? (i.e. US Clinical Trials entry/IND submission).
Has this changed or is this a case of multiple reg filings for the same trial? (This is now my current assumption.)
I.E. we have IND and US Clinical Trials entry for US, EU as reference, I saw similar for UK?, plus entries in each of the included countries that are non-eu?
I assume this is the case as each reg authority needs to approve trial? - is my understanding correct
'Nah poor excuse, they've got the money they can recruit or sub-contract.'
Yes, because recruiting and subcontracting skilled staff is instant and you have to first realise you actually need these people.
Whereas, big pharma has a legal team, has an HR team, has a procurement team....
It occurs to me that what we've seen is multiple workstreams in progress that have been constrained by resources. This is where the larger companies have so much competitive advantage. If you are a large pharma you have more skilled resources that you can throw at each workstream thus workload is spread.
The small team have had to navigate a whole set of workstreams and with limited resources - they all take time, and even where outsourcing effort they still take time as they have had to identify the outsourcing efforts, agree, review and sign contracts.
It's phenomenal how far they have come in the time so far - you can see how many workstreams there have been. I think that you can also see how much SNG have learned and learned to bring in expertise more quickly to deal with specific elements (imagine having lots of different conversations with Big Pharma and realising you need to run a process with some expertise because its consuming all your time. And now imagine those same conversations with Investors, Regulators, Governments, etc).
Its also true that for the reasons above that progress hasn't been where we think it should/could be or where we would like. I think this has probably impacted some short-term expectations and opportunities. Time will tell how this plays out now, I do hope we get some quick progress now with the P3 trials and results.
Just my thoughts.
Good news. Hopefully gets SNG001 and not placebo.
The bad news is obviously the trial is still recruiting which is pretty **** given where the UK is TBH.
Hopefully she's patient 122...
For me this question is interesting as it kinda assumes that you'll be offered the vaccine imminently.
I expect Vaccine available by xmas but in effect the first doses....nothing major.
They'll use the army to distribute if necessary, army will be quite efficient at this I imagine, but still won't get around to most people until Mid 2021 at the earliest.
I figure they'll probably get to me about Q3/Q4 next year, at which point they'll be 12months+ data on the vaccine.
So we'll cross that bridge when we get to it.
1) I will be first in the queue, no concerns = 1
2) I have a few doubts but will take it = 0
3) I don’t know = 1
4) I have concerns, I don’t think I will take it = 4
5) no way, not enough testing or data = 1
These companies are just running up huge debt piles while they ride this out. Isn't Cineworld basically chapter 11?
Some will recover, mostly by increasing margins on the surges. Your med summer holiday in 2022 is going to be 50% higher than 2019... TUI will sell these out though.
People are in for more shocks personally in the medium to long term, if not already in deep poo financially.
Reposting this as possibly lost in last nights de-ramping/trolling:
Some thoughts on questions for Wednesday (if not answered before then):
1. IND P3- Has this been submitted, when, if not, why hasn't this been submitted yet, what obstacles are there and when will this be completed?
2. FDA P3 - Approval, will SNG have to wait 30 days or is this expected beforehand?
3. P3 Countries - status of approvals to proceed in each?
4. Production - how many treatments does SNG have available above the requirements for trials? how many expected end of Dec? End of Jan?
5. MAP - has there been any uptake on MAP? If so, what volumes have we seen? Which countries? What pricing has been set in these countries?
6. Home trial - status?
7. Anything around pre-orders and EUA's?
Appreciate we may not be able to get some of these answers..........
i'm sure I can think of loads more....but that's my starter for 10.
No we should not offer it cheap to prove it. Phase II proved it. Lancet Confirmed it.
India is a huge market and the drug needs to be priced comparatively to its value and peers.
Some thoughts on questions for Wednesday (if not answered before then):
1. IND P3- Has this been submitted, when, if not, why hasn't this been submitted yet, what obstacles are there and when will this be completed?
2. FDA P3 - Approval, will SNG have to wait 30 days or is this expected beforehand?
3. P3 Countries - status of approvals to proceed in each?
4. Production - how many treatments does SNG have available above the requirements for trials? how many expected end of Dec? End of Jan?
5. MAP - has there been any uptake on MAP? If so, what volumes have we seen? Which countries? What pricing has been set in these countries?
6. Home trial - status?
7. Anything around pre-orders and EUA's?
Appreciate we may not be able to get some of these answers..........i'm sure I can think of loads more....but that's my starter for 10.
Mac, visually it looks cool - scary though.
The underlying graphs could be mis-leading for the layman....
US looks to be in extremely bad shape - look at the states where the R has barely or never been below 1!
I add to this, whilst not perfect or close to it in any way; and I've may a few incorrect decisions along the way as I learn.
It comforts to me to know I understand better that a lot of others who post rubbish and can't even take in the basic information, especially here when pmjh and others have packaged it so nicely for them.
It reminds me somewhat of being at the Poker Table....
Richlist, I didn't post, I deleted what I wrote.
I do that quite a lot - vents my thoughts without getting into pointless arguments....
My favourite this week was the imminent 35 price prediction on further vaccine news.
Like a company with no debt can have a price valuation 10%+ below their actual cash position and ignoring any value on their product proposition (which is a treatment for the virus currently in a pandemic).