Member Info for Qd22

Agreed re the title. At the risk of sounding so b****y righteous can I just remind the doubters that the evidence for inteferon was very strong BEFORE we got these last results. These last Monday results - of, remember, a placebo controlled double blind ie gold standard trial - were the validation of what was very likely before. Yes, they do have to do the big trial, so some poor people will get the placebo rather than the real thing. And in a month or so we will get the results of the home treatment trial (what a gift for the care homes, but oh so late), which will prove it further. The big trial will be like having to go to the moon to prove it really is there...

Way back on May 6th I posted this (and others were the same): "Sitting down the old fashioned way with pen and paper what came out for me was:
1. Interferon is a natural molecule in humans, is part of our anti-viral response, and should therefore be well tolerated when topped up.
2. Viruses have evolved ways to negate it. But NOT by becoming immune to it, but by suppressing its production. Therefore (a) there seems to be an evolutionary advantage to them in negating it, and (b) topping it up should have an effect.
3. In the LAB: it does work on MERS, SARS, and - NB - COVID-19.
4. In HUMANS: it "has been well tolerated and shown to upregulate lung antiviral defences". Also it: "improved lung function in patients with a cold or flu infection". We don't know more re Covid-19 only because that is as far as the testing has gone, with published results: not because it has been shown not to work. In fact there has been one limited human trial, in China, on a comparatively small sample, and not with interferon on its own. They themselves say the study has "several limitations". Therefore though the result is positive it cannot be conclusive: "Conclusions. Therapeutic regimens of IFN-a?+?lopinavir/ritonavir and IFN-a?+?lopinavir/ritonavir?+?ribavirin MIGHT be beneficial for treatment of COVID-19." [My capitals.]

On this basis, for me it would seem quite strange if it doesn't really work for real life Covid-19 patients. It is well tolerated, in the lab it works on all these viruses including Covid-19, in humans it has been shown effectual against other viruses, with limited evidence against Covid-19 also. For it not to work there would seem to have to be something unique about Covid-19. Though unlikely that is not impossible: but there are indications in both lab and humans so far, and they are that it is not so."

We now have the results - and they were as predicted.

Yuh, apologies to any nursing losses, I've not seen the intraday charts and wasn't aware of the spikes.

Plus Simon Thomson in Investors Chronicle has reiterated his 'Buy' today.

Thanks Pilgrim. Progressing from here.... [Sorry! :)]

Dartron, I'm on Chrome, and thought I had Adblocker... but I'd better check. I get them on the phone and Mac PC, but strangely not the freebie Chromebook. Thanks also. Either way though, I think they are genuinely dangerous to health.

Too late, I'm in. You'd have had to buy May-June 2018 only to be cutting losses at this level. People, um..., do buy high...... It was a good trading update, moving back into profit, and the viricidal/fungicidal/bactericidal effect is really good news at an the best possible time. I'm hoping it has a lot further to go, and will just have to weather the storm if there is a pullback. FOMO. As Trek says, one good RNS. There are so many possibilities for this tech, and in large markets.

As a matter of interest I've complained to the Advertising Standards Authority this morning. I'm utterly fed up with these ads that make the whole screen dance and flash for some seconds before they settle down - it could cause epilepsy and/or other things. Plus they cover screen content, plus the delete button has begun to disappear.

Love the story here, so there is a major danger of wishful thinking!

Anyway I'm in here this morning. Wish I hadn't missed the boat last week, of course. Wondered whether should wait for a pull back as people take profits, but there's 2 things against that (a) I forget about it, and (b) I note this morning it started high. To this complete amateur that would seem to mean that the MMs were expecting upward pressure - and not trying to engineer a fall themselves either. I would welcome comments on that, it's the first time I've tried to mind read the MMs and it may be nonsensical to the more experienced.

Anyway I'm hoping it's a long term keeper, unless it gets taken out.

Good results, as per update. Rising fast, and the buys are in round numbers of shares, which always seems to amateur me to imply institutions, or someone with deep pockets buying in bits. Great!

Are you still here, Rivaldo? You've gone very quiet!

Buys coming in at this price. Bought and sold values not that different - does this mean that the MMs are trying to frighten us out?

To me the logic is that inteferon certainly works (SNG), so buy in here ready for the penny/RNS to drop and the price to rocket. The MMs are trying to prepare???

I doubled here on Monday, then sold 20% of my SNG and doubled the double on Wednesday.

So I just hope my "logic" is correct! The price down so much on bought/sold levels being nearly equal speaks to me of MM messings...

This video is about the Synairgen results but it's really clear about how the whole process works at cellular level and very helpful.

Most of it is equally applicable to IV inteferon.

Thanks to MoreThanMe who shared it on SNG thread.

https://www.youtube.com/watch?v=wqDd7ixh184

Yes, I've been interested in the way this has behaved the last couple of days. I'm NO expert, but I would have expected pi's to be taking some precautionary profits and a bit of a fall back. Not so, it has held level, which makes me wonder if the institutions are hoovering up whatever comes available. When pi's stop taking profits will it rise again??

The big difference between SNG and GDR is that SNG is a treatment, while GDR is a test.

The trial was a very good one, always gold standard. Placebo controlled, double-blind, and what has come out this morning was that the placebo and nonplacebo were equalised for age and equalised for comorbidities.And the potential was always there, there was no reason why SNG’s inhaled interferon with not work on COVID-19 like it works on other viruses in the lungs and in vitro. They are good scientists there, the question is whether they can commercialise it successfully. I suspect they will. They must have always known this was very likely to work, and have had time during the trial to sort out how they would react to a positive result. What the share price does in the course of the day is anybody’s guess, but the fact is they have come up with a working treatment. It is particularly good in the early stages and will be an absolute gift in care homes. Wonderful.

Faron Pharmaceuticals, FARN, does interferon intravenously, and I believe also produces it in freeze dried form.

It may not only be relevant for the lungs, so for more serous cases (the ones less helped in SNG's trial) intravenous may be the answer. Reaching the heart, kidneys, guts, etc. It's doing well today, probably on the back of SNG, but nothing like this. (I'm glad I hold both! Have just topped up FARN.)

16th June RNS
"Traumakine, Faron's investigational intravenous (IV) interferon (IFN) beta-1a, is currently under development for the treatment of patients with Acute Respiratory Distress Syndrome (ARDS) and is being used in two global, adaptive trials investigating potential COVID-19 treatments - REMAP-CAP, the Randomized, Embedded, Multifactorial Adaptive Platform rial for Community-Acquired Pneumonia, and the WHO Solidarity trial.
Today the Company announces that a third trial will investigate the potential of Faron's IV IFN beta-1a to treat COVID-19. HIBISCUS (Human Interferon Beta In Severe CoronavirUS), will be an investigator initiated study at Harvard Medical School's Beth Israel Deaconess Medical Center (BIDMC), focused on ICU patients with ARDS caused by viral infection (e.g. COVID-19, influenza). The phase II/III pivotal, randomized, placebo controlled study aims to recruit 350 patients with 1:1 randomization who will be followed for ventilation free dats (VFD) and mortality over the 28 day period post first dosing. No corticosteroid use will be accepted in the study which is expected to enroll patients over 6-8 months throughout the US with many significant hospitals participating. Commencement of the trial remains subject to finalisation of funding arrangements and regulatory approval. Further announcements will be made in due course."

Thanks again NtD, that's very useful. I also have a major problem with selling. Not just taking profits - I'm learning but it's still an issue - but more so selling my losers. Have had some catastrophies! Because I didn't sell.

Incidentally the selling discipline is one reason that is never mentioned as one of the reasons for investment trust performance as against open ended thingummyjigs [can never remember what they're called now :) ]. If they want to buy some juicy prospect in theory they have to sell something else: that needs far more discipline and clear eyed assessment of real value. And it forces them to do what you do: take profits. If you're buying from money coming in it is so easy to just buy, buy, without ever pruning what is reaching too high. Then when the bad times come and you need to sell your sky highs are very vulnerable. cf Woodford in Equity Income.

Anyway...off topic, but useful for me. Your patience is appreciated everyone!

Yes the potential for this seems huge.

It looks like it is being applied to new concrete as well, to prevent degradation right from the start. And to maintain looks: if it "eliminates microbial life" - and is transparent (which I don't know) - architects are likely to specify right from the start, it makes concrete far more useful.

https://www.ecoridgellc.com/ceramycshield
https://zirconiainc.com/food-manufacturing/

Thank you NtD, that's very helpful.

As a matter of interest, how do arrive at the 8% figure? It's very exact!

Just not quite sure what to do here.

Having bought in at 39 & 50p it's been a great share for me. [Helps with the disasters!] My main reason to be honest was the cybersecurity side :). Took most of my stake out in the high 90's so it's nearly a free ride. I still have great confidence in the company but the sp and P/E are massive.

Obviously so often the shares that spike massively have massive fallbacks. This bb is encouraging in that there's no huge crowd of crazy rampers: if the bb is an indication this hasn't been pushed up by the crowd. Instead there are clearly some experienced investors. Several of you took profits around 100p the first time, and I'm not sorry I followed suit. It's also good to see that Lombard Odier, the largest institutional holder, upped their stake - surely they should know better than me. But we're way above that now, we were informed of it at 84p.

What do you think? What would be the signs for you that it's gone too far??

Thanks in advance.

A while back I'm sure they said they were company neutral as they supplied everyone. Now I suppose Huawei is out of it that is a loss - which should already be largely in the share price, though may hit the next set of results. There may be compensations, and while there may be alternative technologies on the horizon, in the West I think there will be a lot of pressure to "catch up" with China now, and there is as far as I know perhaps no other tech and no other company in this field in such a good position to capitalise on that immediately. They are 'oven ready'?

Return to go, I came out of Thalassa ages back, with a major loss, because of what seemed to me some very shady property dealing. Simon Thomson of Investor’s Chronicle also seem to see it the same way. I’ve never seen him so forthright.

https://www.investorschronicle.co.uk/2014/10/07/comment/simon-thompson/a-conundrum-to-solve-Q77PbfVybfPUKtWiuq0UyL/article.html

And a later issue he took note of:
https://www.investorschronicle.co.uk/comment/2019/03/26/local-shopping-reit-urges-investors-to-reject-thalassa-s-offer-and-vote-to-wind-up-company/

Just a warning. DYOR. I am only on here because I was curious whether a poster I used to follow quite carefully was still posting here. He or she doesn’t appear to be. No surprise!

Bargepole for me. Bye!

Last year the results with the usual update were supposed to be announced on the 23rd of July. They were delayed because of the pension and banking issues but this year we should be in a better place, and so hopefully we will be due some news very soon. Could do with some.