focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
That's one of the points I was trying to make. Higher rate of infection, more cases, more deaths, more imperfect replications, more chances of mutations and therefore a higher probability of variants emerging that have cracked a mutation in the very place that will eventually allow them to evade immunity.
Oxford, thank you. That's exactly right. I'm just a little astounded as to why they think infectivity and virulence are mutually exclusive.
Docdaneeka, I agree I don't think he downplayed it. For once I think he was up front about how they don't know much and would be answering these questions in the coming weeks, but yes he did indeed look concerned.
So this is the new variant that was detected last week. With people saying that new variants are natural steps in the evolution of a virus and therefore we needn't worry about their pathogenicity and virulence, I'm inclined to disagree to an extent.
SARS-CoV-2 is an RNA virus, and RNA viruses are more susceptible to changes and mutations than DNA viruses. Each time an RNA virus infects a host and replicates, tiny mutations occur as the RNA fails to replicate perfectly, increasing the chances of more and more mutations happening over time. The rate of mutation of SARS-CoV-2 is pretty much monthly at the moment, but the mutations haven't been drastic enough to cause new virulent strains. This one however has been confirmed to be more infectious than the previously detected strains D614G and 20A.EU1.
The two main problems I find with ministers saying that there's "no evidence that it's more dangerous or it can evade vaccines" is that firstly they're overlooking the bigger picture which is that a more infectious variant has the potential to spread quicker through a community and therefore potentially cause hundreds of thousands and possibly more of these imperfect replications in every host that's infected. Sooner or later a variant could emerge that starts to cause major problems. Secondly, this more infectious variant won't discriminate in who it infects and populations such as the elderly, people with comorbidities, and also the immunocompromised, will be at a greater risk with this news of a more infectious variant. Just because it isn't any more deadly than the previous variant, doesn't mean it isn't any less deadly either.
Vaccines may need to be tested very regularly to keep up with these new variants, but we know of one thing that will take a little less effort. It's bad news for the public at the moment, but SNG001 very much has a role to play here.
SNG001 has gotten a mention in the 'Clinical Treatment & Management' section of the CDC's Covid-19 science update on December 1st. Not sure if this has been posted already but I don't think it has. As pmjh has alluded to already, big things are coming from America.
Huge news.
https://www.cdc.gov/library/covid19/120120_covidupdate.html
To 99treble, I did ask for others to reply after your completely useless input but whatever makes you feel important big man.
To Shadow, Matml, Chippy and Oxford, thank you. Your replies were what I was looking for. I know civilised answers are beyond some people on here but thank you to you lot who have taken the time to post info that actually helped. Oxford cheers again to you too. Yes your reply has indeed helped a lot. I know they say you shouldn't get attached to a share but I'm far too attached to this one because of their innovative science and what they're doing for humanity, which is why I've had to post amidst all of the negativity I've seen on here recently. I truly believe we'll see progress in the SP soon but it was just weird seeing how target SPs had changed so drastically.
I just hope that with our expectations of a buyout that those crazy SP numbers at the end of it all are still achievable, even though they sounded ridiculous back then when Numis announced their infamous figure. A 'viral penicillin' as you put it Oxford is surely a product you can't price so I'm hoping we see the numbers we deserve. I don't fancy being in this for anything less than £10-15 and even with that I'd be hugely disappointed.
Appreciate the reply but you've got that one wrong mate. I clearly said I wasn't ramping or deramping here.
I'm heavily invested in SNG and am holding to the end. I've followed this share through its results, proactiv interviews, publications and webinars. People that can't see the potential of this share irritate me to no end and it's a shame the SP has been affected this much with vaccine news.
I simply chose to post after all this time because of how much people have changed their targets over the past month based on the news we've just had. I'm not going anywhere and I'm in this until the end as I truly believe we're going places with this share. Any insight from anyone else would be much appreciated as to whether a partnership or buyout would be best for us and why. Because I'm a bit clueless as to the difference between the two in terms of which would be better for us.
If anyone else could reply to that that'd be great, thank you to anyone that does.
Hi all. First post here but I've been holding for the most part of a year and intend on holding for much longer. I have a couple of questions to the more experienced LTHs here.
There were talks a few months ago of possible share prices depending on how many £bns we'd get bought out for. For example £6.69, £13.38, etc. But with RM alluding to partnerships recently does that mean a buy out is now off the table? My target was to wait for P3 results and hold for potential buy out after Q2 2021 but with all this talk of partnerships I don't know what that means for the SP or for my target anymore. I'm seeing some posts saying we might be seeing £10-20 in a few months time but on the other hand I'm also seeing posts from LTHs hoping to see £2.50 in a few months time which is rather disheartening considering how different that number is compared to what we were hoping for a couple of months ago. Not ramping or deramping in any way, just stating what I as well as the rest of us have and still are going through here.
So my questions:
1) What are we hoping will happen after P3 results are out? Let's say for argument's sake the results are what we were hoping for.
2) What can a partnership bring us in terms of SP next year?