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Thanks for your detailed report of the investor day. Very encouraging for long term value
Polar have a stated investment strategy where the fund has to be made up from pre-stated percentages of assets with different levels of risk. The recent change is value of Synairgen will have pushed the value over a threshold, which meant they needed to sell some
Nothing like FOMO, but tend to agree
The share price today will give us a clue. Could be shareholder rejection of offer, or counter offer by GSK or Hikma
Nothing new? It’s 90% effective against all variants including South African and Indian. Fabulous news!
We know the I dian hospital start dates, we’ve known they start at beginning of June for a month since Indian health authorities authorised trial, but on the day Indian deaths hit 300k, again its fabulous news that SNG is about to start saving lives in India. Don’t get all of the negativity!
Totally agree Spinnaker
Eric Topol who we know Tweets about us a lot asked a fairly loaded question, and Akiko gave an answer about sub-cutaneous. To my mind this is one of our blockages, is that too many decision makers don’t understand the different outcomes of the WHO injected trial vs the Synairgen phase 2 trial
I don’t have an issue with masks per se, just the fact that everyone in Sainsbury’s thinks they’re invincible once they’re wearing one. I think it was this element which led to the original question of whether the benefit outweighs the behavioural risk of mask wearers
Big one is phase 3 approval.
The 100k per month was when we had manufacturing only with Catalent, but we’ve also signed a manufacturing deal with Thermo Fisher in US, so we’re good to go when that approval comes through. Aerogen who manufactures nebuliser also scaled up.
If everything came good, US approval and use, stockpiling to level of Tamiflu etc you can build a case to £160 per share or £32 billion, but we will have partnered and licences out long before then- RM has confirmed he’s already having those meetings
I get this on a regular stock, but there’s so much news that could drop, it’s a higher than usual risk to try to trade them for cheaper prices. Say Activ 2 says they’re satisfied with the phase 2 interims and move to phase 3 plus EUA, you’re screwed.
Likewise it’s been 5 weeks since home trial final dosed, so again news could leak anytime.
We’re due a month of news leading up to the big reveals in April, good luck if you’re trading, I’m closing my eyes and hanging on in!!
Initially, probably, but the original patents are for COPD not Covid , and we already have successful trial data there. The market size is 8 bio, and we suspended work there to focus on Covid.
Given the strength of our phase 2, the science and the 15 years we have been perfecting our drug, your scenario is unlikely. Our phase 2 was 100 patients which is a statistically relevant sample size, and other drug studies on inhaled interferon in China and France also show success.
For respiratory drugs, once they have made it to phase 3 , the chance of success is around 80%.
Charting a share for a multinational with stable turnover must be so much easier than to predict a small company with no sales turnover, reliant on news until it starts trading. Personally I think the fact that US have still to announce Activ 2 to the press, the Activ 2 first dosing RNS,the new focus of antivirals in the Biden C19 recovery plan,the new article in the Lancet , the new news on variants, Lord Winston raising the matter in the House of Lords, the P3 final dosing RNS, the home trial results all mean that there’s probably far too much news to come for your charts to be right.
Don’t get the buy out comment, the settlement belongs to the shareholders so it would be settlement + value of Vectura to buy us out?