Member Info for Scaramouche64

https://raytodd.blog/2022/03/22/uk-sanctions-ofsi-updates-guidance-on-aggregation/amp/

22nd March

Nope - this was added on 22nd March, and was probably done after realising their existing guidance didn’t cater for this specific situation. So they’ve clarified their own position, and I’d hope that if they are following it to the letter the suspension will shortly be lifted.

Phew. Storm in a tea cup

…could….potentially…. may have been….

Hardly a cast iron verdict!

Board resignations and demerger suspension, it sounds like the company’s board, making the decisions, is effectively OFSI/ FCA at this stage. Not having any trouble rushing through the required strategic decisions.

I agree - I think the anti-Evraz language deployed in the RA sanction note was to bolster the case against him, rather than target the company itself. The language was very weak and wouldn’t stand to be acted on alone.

So the cash stays in the company?

The company that the shareholders own?

Ok… got it.

Davidol, I missed the ‘recent warehouse news’ - very grateful if you or somebody could share?
Thanks!

They might be withdrawing from Ukraine, but there’s no way they will leave Crimea. Warm water port etc.

Yes, not really seamless at all, but good for the profile it gives us with FDA and the safety data they’ll have seen when considering EUA.

Is that what he means by an ‘85401 study’?

…published today.

“We identify interferon signaling and antigen presentation pathways within cDC2 cells, CD14 monocytes, and CD16 monocytes as predictors of mortality with 90% accuracy.”

https://www.nature.com/articles/s41467-022-28505-3

There were no posters or presentations for SNG at this event so not likely we would have been mentioned. It just so happened one of the items was about a co-trialling drug.

HSD, it wasn’t quite that simple:

https://www.bellingcat.com/news/uk-and-europe/2020/04/20/the-mh17-trial-part-1-new-materials-from-the-four-defendants/

Evening Kevin, hope you’ve had a good evening. I offered up a suggestion - a mere possibility to explain why the job adverts had been pulled, and did so in a favourable light for the company. I now see it was a temporary glitch and the jobs are back up anyway.

Anyway, I bid you well! GLA

If results are as good as we hope then everyone will want to work for this company. Better to pull the job adverts pre-results to avoid all that noise and admin, especially if you already have some good candidates.

…could be an explanation.

There are people who are adamant on both sides of this debate, some saying “UK listed… all results have been 7am… therefore 7am”, and others saying “US is their focus, wouldn’t want to annoy US stakeholders… therefore midday/ intraday”.

Interested to see what people think: straw poll, 7am or intraday? (We know t he arguments on both sides, so no need to repeat….)

It’s quite clear that they unblinded the data at last patient day 35, and then continued to collect data to day 90.

“ Once the final patients have completed the initial 35-day trial period, quality assurance and statistical analysis will be completed. Accordingly, as communicated previously, top line data from the trial is expected in early 2022….
Day 35 data will be reported in the first instance followed by the long COVID results which will be collected until Day 90.”

None of which precludes them waiting until LP day 90 to reveal the data.

“Day 35 data will be reported in the first instance followed by the long COVID results which will be collected until Day 90.”