Member Info for SGD27

And this :

"Arthur Vallejo
@ArthurVallejomd
·
4m
Exactly. Synairgen sng001 is inhaled Interferon 1beta. SARS-CoV-2 open-reading-frame 1 genes turn off the natural Type 1 Interferon response. Synairgen sng001 thwarts the virus' initial attack strategy."

https://twitter.com/ArthurVallejomd/status/1312052772733214722

"Yes. Synairgen sng001 is inhaled Interferon 1beta. It's a lifesaving biological drug that few of us will have access to should we contract COVID-19"

Ragz, outstanding research, thanks so much for sharing!

@chilipepper64 : The key word was "NOW". Great to see Clinigen getting things going so quickly.

Yes, interesting to see EF supporting beta vs alpha. I wonder if she's wishing she'd joined Synairgen rather than BetterLife?!

...and a few more at $6.02. If it's good enough for Arix...

Couldn't resist it - just bought some LOGC myself at the new cheap price of $6.16!

And with today's RNS it all becomes clear - they were forward-selling!

@vfr800fix : The relationship between the Amiens project and Synairgen is still unclear (to me, anyway). I did email consilium about it a couple of weeks ago, but haven't had a response.

@Foxykiwi : "The last placing clearly said it was an Initial Placing"

Can I just ask for the source of this, please?

Arix have been selling LogicBio shares :

https://seekingalpha.com/filing/5178213

"
During the last 60 days, the Reporting Persons effected the following transactions in the Common Stock:

Date Amount Price per Share Type of Transaction
July 29, 2020
2,709 $ 8.781 (1) open market sale
August 12, 2020
1,335 $ 8.790 (2) open market sale
August 13, 2020
159 $ 8.750 open market sale
September 24, 2020
38,514 $ 7.629 (3) open market sale
September 25, 2020
174,219 $ 7.077 (4) open market sale
September 28, 2020
273,584 $ 7.5365 (5) open market sale
"

Yesterday (29th) the LOGC SP rose 27% to $9.45.

This doesn't look like great timing :-(

Or is it just a reminder that large holdings in small companies can't be liquidated without driving the SP down. Then it springs back when you've finished. (if they've finished? Still holding ~10%)

https://www.investorschronicle.co.uk/shares/2020/09/29/synairgen-partners-with-clinigen-on-road-to-approval/

"
IC View
Synairgen is still in discussions with regulatory bodies about how it can establish the road to approval of SNG001 as a Covid-19 treatment. Short of further details from the managed access programme it is difficult to gauge if the initial excitement generated by SNG001 was justified, though the partnership with Clinigen is certainly a positive development. It is problematic to arrive at a meaningful valuation at this stage of commercial development, so we prefer to stick to the sidelines for now. Hold.

Last IC View: Hold, 105p, 20 Jul 2020
"

Curious that our SP is down, while CLIN is up ~3.5% (mcap up ~£30m).

I think the interferon research we were discussing over the last few days will help enormously with this Managed Access Program. For those hospitalised patients screening positive for these interferon problems, the case for access will be compelling.

I'd really like to hear a response to this research from Dr Eleanor Fish (recently joined BetterLife). She may be wondering if she's backed the wrong horse!

@Scinv : Just happened to hit it with my occasional google search!

A bit surprising that he only discusses one of the two related papers?

Commenting on the recent interferon research - quite a readable summary.
https://blogs.sciencemag.org/pipeline/archives/2020/09/28/interferon-and-the-coronavirus

More from Bloomberg discussing the new interferon research :

https://www.bloomberg.com/news/videos/2020-09-25/herd-immunity-not-a-realistic-answer-to-covid-19-johns-hopkins-video

Thanks, jm4910.
One wonders if our BOD knew this research was on the way, and were waiting for it to appear before progressing to the next stage. They may now wish to incorporate this gene screening into any future trial. Also, it must have strengthened their negotiating position for JV or whatever.

@sitiain: Yes, such a frustrating missed opportunity!

https://www.bloomberg.com/news/videos/2020-09-25/virus-mutation-more-infectious-but-not-more-dangerous-video

@hold4results : No need to move to Tibet :
https://ukyakfarm.com/