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Hi Joey, great minds think alike...
I think the numbers were included in July cos if they hadn't reached statistical significance we wouldn't be having the hoopla that we've had today. I remember this was a question at the time about how the p value was very close to significance and if they'd essentially played with the patient classifications to make it statistically significant.
So from what I've picked up we were given new clinical information in the release of added detail provided as part of the peer review process in today's RNS.
I'm not scientifically minded so I'm struggling to figure out the real relevance but I know I'm looking at something important.
Seems that the July 20th results showed a stronger correlation in the patient outcomes but not necessarily a quicker recovery time judging by the p values. Can anyone point to an independent assessment of this new information from anyone who knows what they are talking about?
Is this is a typo? Or does a treatment indicate 14 doses? I thought we have been aiming for a few million doses by end of the year?
Manufacturing Scale Up
In preparation for gaining approvals for SNG001, the Company has made good progress with discussions with a variety of international suppliers to scale up production of SNG001 rapidly, with the aim of being able to produce approximately 100,000 treatments per month in 2021.
I'd like to wake up tomorrow to a triple RNS
- mid year update
- EUA
- Suspension of shares to progress takeover
Not too much to ask is it?
Decent mid year update isn't it? Things being delayed due to Corona buy main asset valuation up to 3.3m? Doesn't that pretty much make it a breakeven on the current market cap considering the 20% coming back to investors so anything else is upside. Really think this could have some strong potential especially with all the tax losses.
Hi Takenorisk
I liked your take on it. We are in a bit of an odd situation in that a lot of people here have a lot of money (pre and post July 20th investors) and are naturally nervous and responsive to mentions and lack of mentions about SNG in the press and from government.
The flip side to this is that it's given a lot of people a fresh insight into how painfully slow this process has been. If I were to compartmentalise and just think about the potential benefits of the treatment outside of financial interest then I would be legitimately concerned that a treatment which showed immense potential back in April and May is not currently available widely in the UK or around the world right at the moment when every indicator suggests it's getting a lot worse.
I don't necessarily agree with your point that it isn't political though purely because it will likely see the end of BOJO with vultures circling around him now at this rate. I'd agree that it shouldn't be political but that's the world we live in.
Hey JoeyD thank for the link, i've just downloaded it too. It's really odd isn't it, the first trade at 165.5 came at 4:27 so it happened before the UT and was way out of kilter with the market prices at the time.
How could you see that the big trade was a buy at 165 also? No chance it could have been Landsdowne exiting more into a rise?
Anyone starting to think there's a lot of confluence of related stories happening as we go into the weekend...
- Scientific prove on the importance of interferon treatments
- mid year financial and operational updates due
- nation prepared on worst case scenario and economic sustainability plan with teaser on new British pioneered medicines
- Covid awards next week highlighting involvement with SNG included in important categories.
Maybe a fantastic Friday is on the cards...
Is there a way to track historic and live prices of the raw materials that we would need to scale up to supply a nation?
The reasoning being that if all of a sudden government and industries around the world were stockpiling or buying up supplies then surely either the price of Interferon Beta 1a would go up, be in short supply or the producing companies would be making money hand over fist...
Its a thread that i'll be following today but i'd welcome any pointers.
Wasn't the issue that this was the third article they wrote in less than a week and the first two had been very amateurish and with conflicting and misleading evidence to back up their views.
And essentially writing that the share could go down before it goes up isnt exactly high level insight
Perhaps last week the approval was discussed and decided upon at the EMA meeting but part of that approval is based upon an ability to scale up and deliver so maybe this week it's a derisked product with patents protected ready for a big juicy takeover or partnering deal. Those are the sweet words I whisper to myself anyways haha
If everyone does a little top up we could end up blue for the day and we all need that about now haha
Can't buy either, tried various amounts between 500-2500 for the last 15 mins on AJBell
While you make a sensible projection hold4results, this isn't news that has been released to the market and surely the announcement of a pivotal stage amendment to a trial (presumably negating the need for phase 3) would surely have to be released to the stock market as it has huge implications.
I've gone back to the Proactive investors interview on COPD
Whitty just teased an upcoming mention of how science will help...
Braced...
Can someone extrapolate the real time of the video, the number of units packaged, scaled up to a day, week, month combine with an average sales price and work out how much value it is? I estimate 1bn dollars. (Jokes)
He can be buck nekkit for all I care, just don't film it on a fish eye camera
There was a moment in the pitching video where I'm sure Paul said that we got paid for every car that rolls off the line but I may have been mistaken
But you'll never know if you were too soon until you were too late, if you're comfortable then just chill. Thats what i'm trying to do anyways