Member Info for potnak

Interestingly, RYH is a heath\biotec ETF too.

Both are equally important. On a side note to this, a client of mine has just had Covid after being vaccinated twice. He's waiting to see which variant it was. He had the Astra jab. He is fit and healthy but it still knocked him for 6 for a week. Other vaccinated people may not be so lucky.

The usual caveats here. I'm basing this on the scenario the data is good and it shows efficacy.

I also don't see any reason why a licence shouldn't be worth £800 million in milestones. The severe respiratory market is a big one after all. That would see us at 28p by the year-end without the other compounds in play.

Jimtom. If SAR data is good, the planning of any trials needs to be looked at very carefully. We need to avoid what happened to SNG.

I think the same, Thoth. I think it will be a low upfront with all the value placed on approval milestones and high percentage royalties.

yes, we have to trial on the patients available. If the summer\autumn coincides with a third wave. They will probably get approval for P2. Maybe a P1a where it is given to healthy but positive covid patients. Planning the strategy is going to be crucial as ethics come into play. SNG aren't in Agile but it means they can trial in India but not being on Agile will also hold them back when seeking emergency approval. I'm sure there is more than Tim, John and UKRI thinking about this.

For the trials, I think they will do something like the vaccine trials. A short P1 in healthy adults, keep that running, then start P2 in covid patients. I do think getting approval by the end of the year is ambitious but if it shows efficacy in seriously ill patients, it will be fast-tracked. All three phases will continue well into next year and the year after just as the vaccines are still in trials now.

Yes, Krusty. My point is. the slyone seems to think millionaires can't be made here when in fact, some already are on paper and yet they still hold for the potential. The other fact, that these new advisors we have onboard never point out is we aren't anywhere near the binary choice of if it works or not. That's where the risk is. We already know that other TYK2 compounds have a decent safety profile and ours has been tweaked to be even more so. We should sail through P1 and be in actual Covid patients by the end of summer. that's when the squeaky bum comes into play. Will it keep these patients out of the hospital? if it does. it'll multi bag again.

I think we could drift lower before news but since we don't know when news is coming it's a dilemma for some. News could the end of next week or this afternoon. Who knows? just be happy you are in at a low SP I say.

I'm still predicting the Severe Respiratory will be an independent compound (1803) protected by the secret patent logged last year. I'll stick my neck out and say successful POC rns, followed by patent and indication news, followed by covid partnering news. all in the next month or so.

For anyone being intentionally dim. There is no way that Stephen Parker would be tweeting about cytokine therapies so near to SAR news if the POC wasn't going to be successful. I'm not saying 1801 is going into Agile but I am saying the POC will have a successful outcome.

The steady drip, drip, drip before the tap breaks.

I wonder what tactic the company will use today to protect the value? Will it be the presentation release, a tweet or retweet of something. HNWi buying a third tranche? I'm betting we'll get something. It clear to me that the board are happy for the sp to be in the 7/8p range before news.

Sorry ask on 6.8

I think some traders are locked in for today. Bid at 6.8. They'll be hoping for an RNS in the morning, preferably before the morning raids on stop losses.

The presentation will have been run of the mill, they always are. That isn't the point though. They could have RNS'd this last week, they didn't, they saved the RNS to keep the narrative up. We'll get a tweet about the slides at some point and maybe a retweet from Parker saying how exciting the work is. A steady drip of PR until news to keep the SP stable. The LTH will know what I mean. Tim is keeping his promise of significant value for shareholders in 2021.

Just noticed that Sheffield University are to present too. Sheffield Uni has been at the forefront of Covid sequencing have also been working with the Government, PHE and UKRI and have secured funding to further research the variants. Not saying there is a link but targeting the varients as and when they happen will be key to the success of any drug we may develop.

Yes, I expect that we will get other seemingly pointless nods at covid in the coming 2 weeks.

Lol, most of these types of posts are written by bots. The bot just grabs the company name some numbers and you get what we have here. A vanilla post to drive users to the site to generate a few AD impressions. It's our clickbait.