Member Info for SidM

And also for a lot of elderly people it's not about the cost. My parents didn't want to go to hospital out of fear that the hospital conditions would make them worse.

My parents didn't go out of their way to catch covid....And It's not about sample size at all. I could be wrong and feel free to correct me if that's the case but there are very few people, and none that I've heard of, who have caught covid and it's instantly required them to get hospitalised.

Mr Big, If its a designer drug, why bother with at home trials? I agree with you when you say the drug can be priced after the trials. My point exactly. You negotiate from a position of strength, you get all the results and all the data that supports your pricing policy. That's when you disclose your price. Not in a 3 minute fox interview.

HarChris, both my parents are vulnerable and both have had covid. My father is in fact very high risk as he has Idiopathic Pulmonary Fibrosis . They were quite content to sit at home and fight through it because they knew it wasn't affecting them in the way it has affected others. I'm sure that is an argument that many purchasers will make when negotiating a price for the treatment.

I have to say there have been some real novice comments on this thread. It wasn't the best interview but by no means a bad interview at all.

There seems to be an annoyance on the part of some people at the fact that RM wouldn't indicate a price for the SNG0001 treatment. Strategically why would he lay his cards on the table at this point, before the trials are complete, and risk being priced out by other competitors by releasing the info too early.

Some of you want the treatment price so you can estimate what the share price might be. RM has to look beyond such basic thinking.

Also for people who are pricing the treatment based on the number of hospital beds saved, perhaps that's not the best barometer. Only the most severely ill end up at hospital and yes for those patients it makes sense to charge upwards of £3k but most patients won't be hospitalised and will use the treatment at home. Do you think it's value for money paying £3k for potentially millions of infected people who might not even need hospitalisation.

I'm just really surprised by some of the negativity today simply because they didn't get to hear the answer they wanted to hear.

This is pure speculation on my part...but i think its too much of a coincidence that there's been this rise on the evening before move to main market. If it is a case of positive results...then I think they may have been deliberately leaked. A farewell fock you to the shorters before we move to the main market.

Previously the broker value for TLSA was $25 on a 5:1 TLSA:TILS ratio. So each TLSA was valued at $5. My understanding is that the latest broker value is $8 on a 2:1 ratio so each TLSA is valued at $4. In between both valuations the major change has been the spinout of accustem. So the value of accustem based on the broker prices would be the difference of $1 or approx £0.75. Given that were only at a third of the broker price currently then it would suggest accustem price on release would be approx £0.25. IMO. I hope they've got some juicy RNS' ready to push that price up.

Anyone know when AJ Bell will credit their clients accounts with the accustem shares?

Thanks

RM has previously alluded to the option of having government funding. I suspect an offer to fund by the government was probably made but it came with strict conditions. Just look at some of the companies in the UK Rapid Test Consortium who are now attempting to ramp up production, they have to sell to the government first, but there's no guarantee that the government will buy all of the tests (other than the first small confirmed order). But the company is not allowed to sell overseas until the government has decided how many covid tests it wants to buy. Completely left them in limbo. I don't think the board would want the government to swoop in at the last moment with conditions that would have restricted the company whilst no doubt spinning to the media that they had saved the company. Would totally undermine the hard work of Prof Holgate and others. Do we really want the funding of the government? I'd rather they simply acknowledge the good work of the company and nothing further.

Why limit any calculations to 100k treatments a month. If the product works then worldwide demand will be phenomenal. When daily cases are reaching almost 600k across the globe then no doubt the company will have to consider taking up production to a minimum of 500k treatments a month.

Muggy007 is actually Marty Macfly from Back To The Future and is posting from the future (tomorrow). So for Miggy007 Wednesday is yesterday. Out of interest Miggy007 can I invest in the company that built your time machine???

Legalwolf, why would you want to base your investment decisions based on what you've been told. There's a mix of views on here so anything that anyone says will be contradicted by someone else. The details are in the RNS. Its best you read up on it and make an informed decision.

I don't understand people who are investing because they anticipate 250p to 300p share price prior to demerger but at the same time don't think TILS will drop in share price after the demerger. I seriously hope they're right because that would be a win win scenario. But realistically if people are expecting FOMO will push price up to 300p then, absent any RNS from TILS, why would the share price not drop to reflect the loss of demerger of STEM? Some of the ramping is getting silly.

Hi DerbyCounter. The first covid trial determined 80% reduction in need for ventilators when compared to placebo group. I think that would translate to less time in ICU cmis already known to be attainable. Ongoing trial is now looking at in home treatment i.e if treatment is provided early enough then can it reduce the numbers even having to come in to ICU in the first place. There are plenty more people who get symptoms but don't need hospitalisation, though are still unwell, and therefore this is a much larger market. If the current trials are positive then that's a game change.....again.

Thanks Nolupus. Had to Google LLDAS. Hopefully they can agree that the end point should be LLDAS.

Johny, I wish I was the banker on Deal or No Deal.

Eva, fingers crossed.

Hi everyone, having invested in IMM I've been observing this group for a while. Thanks to all those who have commented previously its really helped me to understand the company and in particular Tim. I think it's now time for me to throw my two pennies worth in, in what will be my first ever post.

Without giving away too much about my work life, I'm involved in making people offers in which they have a binary decision to make. They can either respond yes or no. I've found that where people are going to respond in the negative they tend to do so at the earliest possibility. The delays tend to occur where the person ultimately responds in the positive. This obviously is not an exact science.

I think the FDA process might be somewhat similar. Whilst I understand the delays Covid will have caused, as an organisation I would want to reduce the workload by responding to those applications which are not going to get approval first. If the answers going to be NO then get it out the way. Given the FDA has delayed my suspicion is that the approval is likely to be given. Its just a waiting game now to find out when.

GLA