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I am actually busy with other things today, but thank for the civil reply. I will only follow up on a couple of points.
Where there is confusion it is the company's job to clarify, clearly activ wanted to have more sites with sng001 and theybdidn't because of supply issues, I have to assume according to my logic whatever I assumed. But I can't clarify when all the facts are only known to the company and the activ people.
Also, in my view you got the commercial part wrong but also the essence of it. First of all if they don't get approval with current trials then they have nothing. Zero (meaning back to phase 2 for whatever).

Second, the commercial part makes more sense the way I describe it because not only it does not demand massive quantities but also for an emergency in particular the claim needs to be proportional to availability, no one is going to sign hymns to a miracle cure for everyone that is not going to be available for some time in relevant quantities. Apart from that, a drug that is targeted to a very specific population and it is very effcacious in that population, can easily have a high price and no one would argue against it. Those people with pre existing antibodies are less than 0.1% of the population, perhaps substantially less than that. However, they amount to about 10%, of patients with severe disease/ICU, that's a huge number, one that even if sng was manufacturing 100K treatments per month in January, they could still sell all of those worldwide. And a high price would make sense because it would be almost certain that these people would end up badly without it.

The same logic, but with everyone over 65 or over 50 with a comorbidity doesn't apply, just for the UK we are talking about many millions of people. Also, I don't beleive for a minute that efficacy will be 80% in the end in this broad populationv in every way that matters, in fact the release from hospital was not that impressive and not everything was statistically significant,. Another detail is that with such broad population and high price, it would be next to impossible to defend any IP that goes beyond their specific formulation, if it was the case that is super effective for all these people you would see many others approved bringing the prices down anyway. However, the FDA for example values A LOT highly targeted (indication) and at the same time highly effective drugs, to the point that it would give a company protection (reserve approval just for them for a few years) even if it was a 100% generic drug but one that in clinical development (that the company paid for) has shown to be highly effective in an unexpected indication for example. Add to that, that once the drug is approved, there would be no one to stop them from doing other trials for additional indications.

The thing is not much. But I will list below a few key points that changed in my view since I first invested

1. It had always been my opinion (you see I'm being nice) that for EUA, significant quantities of drug need to be available, RMs suggestion of 100K treatments per month from 2021 was reassuring, even though I was expecting more like 20K. Didn't happen, though it was accompanied by a narrative of "saving the world"

2. Connected to the above, not only there is no hint of that kind of manufacturing but also they did not even have enough to go with the activ 2 plan, as they wanted. This goes beyond manufavturing for eua, this is terrible planning pure and simple.

3. They ignore the science, though everyone likes to talk about the 10% of cases of ifna autoantibodies, it is clear to me that this is where thre would have the advantage. They are not doing that and instead repeating the same trials they did before even though this info was available since october for covid in particular, and already known since years ago that it plays a role with other viruses. Even if somehow they check afterwards or during the phase 3 (this is blatant speculation since they never talk about it), for the phase 3 it needs to be pre-specified, so it needs to be in the published protocol otherwise it becomes very weak. That's just how phase 3 especially works. It isn't there.

4. They let investors beleive that somehow the, then paused, copd trial was still a prospect after the pandemic even though they published interim results in September that were clearly not very good, they insisted that the trial was paused. It turns out they closed it after the interim analysis.

5. They missed their chance to be part of the hype by thinking they knew better than anyone else. On top, they decided it would be a good idea to say they want remdesivir prices even though it was never going to happen (only chance for v high pricing was with a VERY targeted small population like the autoantibodies one). Also keep in mind that inhalation of ifn beta, alpha whatever, is nothing new, this has been tested for decades (first trial on record for inhaled ifn agains cold viruses was in 1962), and they didn't have the manufacturing capacity anyway, so on top of everything to me this shows some degree of delusion.

6. I find RM to be often confusing and makesmistake esp when he wants to talk about science making it very difficult to understand what he wants to say. The wherabouts of his socks or fires that need putting out is not science or business. Neither is talking about better antibody responses (he alluded that treatment with sng001 could drive higher antibody response against the virus) when in fact they could be checking. But if they were checking, he would have said that and it would be in the protocols.

7. The narrative from the company is confusing in general, they shift gears for no apparent reason, all of a sudden not long ago TW was talking about plans for tri

I reduced my position down to "gambling" levels some time ago, then last week I waited to see if after the end of the 90 day period they say something and towards the end I reduced even more but still holding a few. More importantly, what I describe I believe to be true whether I hold or not. So the question is, if you are an investor, what is your problem? You issue should be with nonsense and misinformation whether you are holdimg or not.

They also, even if it was temporary, did approve hcq for a while even though the whole thing smelled from a mile away, but still this was an approved drug with a known safett profile (so the doctors knew exactly what to look out for and which patients shoukd avoid it). So it is not like they hesitate to approve treatments "because of money"

The OP suggested that govs and pharma are pushing vaccines because of the money involved instead of sng001, ivermectin.

The truth is vaccines cost between £8 and £25, they had been tested in 10s of thousands of people before approval and have shown extremely high efficacy in preventing severe disease and death. SNG001 has been tested in about 300-400 ndividuals in total (including asthma, copd and covid p2) with pending results for about 1000 more (home, activ, p3) and has been pushed as very expensive treatment esp when compared to vaccines. Ivermectin on the other hand may be cheap, but the results are dodgy and there is no good rationale for it since the "anti-viral" effects in vitro are shown at irrelevant concentrations. Dexamethasone also very cheap but we actually do know it works to the extend that it does and nobody had a problem approving it. Ab coctails though expensive have both good data and good rationale when used early, there is a long history of success and safety with other viruses and they are actually AVAILABLE. So no need for any "evil" to explain what is happening.

Go to the source and follow the trail
telegraph.co.uk

Lol replies :)

Replys to that tweet are from
1. Sng groupies
2. An hiv ampligen fan (once touted as an hiv with share price reaching $8000 in todays terms, now around $3). Lol I could easily imagine some from here still talking about sng001 in 2036.
3. Another lost soul from a company that produces an abandoned version of synthetic IFNa
4. Anti vax stuff
5. A guy who is pumping bitcoin with his wife in latex and asking for eli5
6. Not joking

It was a pretty good description sadly

*from people running other trials

Probitatis, no he is right. Towards the end they did get referals from gov supported platforms (so from people asking for other trials) and if that did not happen we'd probably still be waiting for last patient dosed.

To put it another way, trials don't automatically become unblinded when an interim report is released and this only became "interim" when the added the new endpoints anyway.

That they release the results doen't mean the patients automatically know who got placebo and who didn't the maain issue with getting the data and then changing (modifying/adding/removing) primary endpoints is that is considered data dredging, not a massive deal for a phase 2 since it can be exploratory anyway. But it doesn't mean company did not get the data (as per protocol at that time) in February and waiting for the additional endpoints they added.

John. Of course it can be made, nebulised ifn including beta has been made and used for decades, just not by sng so far. OK they did make some for the trials, barely enough.

However, it is a good paper yeah. But to me at least there is nothing surprising in there.

Who reported what and how would you know is my question :)

Ifnb as well as alpha has been part of the therapeutic options in China since the very beginning of the pandemic (as they have always been). Including nebulised forms. I posted this months ago as part of DD on prior art, concerning the covid patents that sng submitted.

The very paper referenced by Xu et al, was in fact published in China in February 2020 (long before sng submitted any patents) and later translated to english (it was one of the papers I posted here in the threads the gang reported into oblivion). And they are not the only ones. Then again, I think this part is clear at this point.

https://journals.lww.com/imd/fulltext/2020/06000/translation__management_of_coronavirus_disease.4.aspx

Helping other countries of course means sending them the abundace of sng001 the company shipped to them for the activ 2 trial.

Oh, wait a minute..

Note that though they never said to investors directly (as far as I know) that they closed the trial they did communicate topline interim results and that the trial "will remain paused"

https://www.globenewswire.com/news-release/2020/09/08/2089903/0/en/Synairgen-announces-positive-data-from-interim-analysis-of-SNG001-trial-in-COPD-patients.html

DPC you asked where you can find the protocol, but the sng gang reported that thread into oblivion so I'm posting the link here

https://fnih.org/our-programs/activ/therapeutics