Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Hi Nolupus, I know and completely agree - and he was doing what a CEO must do but there were subtle negativities in that interview that were misleading and it irritated me - and is a classic example of a US (over-played) versus UK (under-played) presentation.
BetterLife Interview - That guy sounded like a buffoon to me and if I was Marsden I would be punching the screen. An interferon is by definition part of the bodies anti-viral response - he said it is a compound (wrong! It is a protein) and said it’s use is primarily in MS (yes as a therapeutic) but neglects to say it is also a natural anti-viral protein that protects neighbouring cells, he skewed it as if this was somehow some repurposed off the shelf ‘drug’. If we are getting down to which interferon is best between alpha/beta then who knows what the answer is, he certainly does not I cannot guarantee that. Probably needs a study where they are mixed and matched etc. I think the differences would be marginal. Some people better with both, some with one or the other alone but the biggest impact is getting an IFN.
I am sure people are wary of market forces, naturally. But no need to sound like you are on the sauce. Presumably if you are posting on this site like we are late at night you have a keen interest in discussion around this share. That is what most people are doing.
In the article posted earlier, interferon is described as a generic and can be produced globally - does anyone know how this impacts SNG? I have not actually checked what their patent covers?
https://theprovince.com/diseases-and-conditions/coronavirus/interferon-and-covid-19-we-should-be-stockpiling-says-researcher/wcm/f2a28651-cc13-4423-84a2-eb4e0e1aaa74
Good post, yes it was always a shame the study reported in the Lancet did not include patients dosed with interferon alone. Nonetheless when you add all the studies up, the evidence mounts...IMHO!
@Joey - Avigan or favipiravir is a small molecule, I think the facility he is visiting specialises in biologics? So vaccine manufacture or protein production for example.
Rich, you summed it up perfectly.
Okay I think I understand.
Apologies if I picked up the incorrect link - I was looking at links to depression of MS sufferers? Your link was removed again on your reply below (as far as I can see) so if it is a recent article please post the link.
Exactly - just read the paper - This article was published in 2005 and reports effects on MS sufferers after administering IFN for extended periods as a palliative measure - i.e. 6 months! not quite the scenario we are considering. Ignore this.
Preprints of the latest studies are posted on BioRxiv. Just google it. You can select the SARS-COV2 research and see if any new entities are being proposed. Not all scientists post pre-reviewed articles here , but many do. A quick scan throws up one or two further IFN papers - eg July 13th
Type I interferon susceptibility distinguishes SARS-CoV-2 from SARS-CoV by Kumari G. Lokugamage, et al.
These guys show in vitro that again, SARS-CoV-2 is particularly susceptible to IFN. This is in vitro - i.e. with cell lines not in patients.
I am holding for the ride.
JoeyD - no idea - there has not been anything else bubbling away or making headlines that we haven't all seen.
Sorry spaces got lost in my table - 8 placebo, 5 SNG-001 and 9 placebo and 3 SNG-001.
If you check their presentation, co-morbidities were 27 placebo, 26 SNG001.
Co-morbidities Placebo SNG001
Any comorbidity 27 26
of these; Cardiovascular disease 8 5
Diabetes 9 3
So our friend on Youtube had it teh wrong way round - but overall co-morbidities were the same.
I can't see any way other than fast. The recovery packages being announced run into hundreds of billions. What's a few distributed billion to trial this? The problem is logistics and I hate to think what Richard's E-mail box is like at the moment. There is simply the grind of getting any deal or agreement hammered out the will take some time but hopefully they will get some much needed government financial and adminastrative support here to actually promote a potentially huge British success story.
JoeyD - exactly. The devil was in the detail of their presentation. They have a formulation of interferon-1b that can be delivered to the airways without aggravating them. It is pH neutral and lacks excipients such as arginine and albumin I think it was. A biologic, i.e. not a small molecule therapeutic but a protein, or antibody etc. has to be stable and folded in the correct 3D structure to be active. If it denatures, then it is useless. So they have a formulation, which is perhaps stable for transportation, storage etc that can then be administered. It is a natural human protein so should not generate an allergic response or other side effects and their work has crucially shown that dosing it to the lungs doesn't, apparently in this small study, generate any unexpected side effects. The protein then gets to where its needed as explained by the academic team. Think of it as insulin or HRT, it is simply topping up IFN-1b that has been suppressed by the virus. Very simple, you are not blocking pathways that could lead to harmful effects but stimulating the bodies normal response.
For me it is the simplicity of this that is the beauty.
I think the re-purposed protease inhibitors look crap by comparison.
Straight out of the hatch, the China Virus.... this guy...
i will just keep scouring for any new literature published that will help hold the nerves in the coming weeks. For all this on here before the rise we did a lot of reading. I am holding and will not be giving up my holding anytime soon and will top up on dips. I suspect boredom will lead to a small drop but as oil said - this could become a simple over the counter purchase in Boots. No IV, no booking a jab. The statistical significance was marginal on some of their claims but on such small trial to get that would seem to me and my basic stats knowledge to be rather strong. They definitely need to make any live future press release a little more slick considering what they are potentially sitting on here. I may have missed it, did anyone have to discontinue taking SNG001 during the trial?
Agree there Miggy, better informed than slick... we have all seen too much to that.
This is not about the money although that is great for all who have persisted. It is about hope and maintaining the economic and social structure of everything around us. Whichever treatment or vaccine is ultimately deployed, we owe a lot to those who spend little time in the limelight. For many people, this has been and continues to be a devastating infection but the remarkable thing is that massive change can be potentially initiated by the actions of such a small group of well informed scientists. SNG001 might be it, or something else, but this global reaction probably marks a historical milestone in how humanity can now react rapidly to this challenge.