Member Info for Size82

Thanks for sharing thisTommy

Hi Andybe4,

Given your recent postings I'd be interested to hear your view on the following extract from the RNS dated 16th May 2022.

"The analyses showed stronger treatment effects with SNG001 in these high-risk patient sub-groups, with the strongest effect observed in those who had clinical signs of compromised respiratory function. In these patients, who represented approximately one-third of the SPRINTER trial population, SNG001 significantly reduced the risk of progression to severe disease and death compared to placebo by 70% in the Per Protocol population (Odds Ratio (95% Confidence Interval) 0.23 (0.06, 0.98); p=0.046)".

Compromised respiratory function can be defined as "oxygen saturation of = 92% or respiratory rate = 21 breaths/min".

;-)

Looks like you have your answer Tommy

Perhaps it is because the platform trial participants haven't been announced? ;-)

I don't envisage it's Poly. They'll be here to the end I suspect even if it means buying the ip rights out of administration ! Let's hope it doesn't get to that :)

On the flip side there must be a buyer / demand

Fair assessment Tommy. I agree RM bashing pointless, although he said trust us (Synairgen BoD), so he'll need to come up with the goods!! Assuming no news, IMO he should update the market at the end of the summer on what's looking likely and timescales etc.
GLA

Tommy,

Re. Timescales. Synairgen reported Activ 2 data would be released this 'summer' and I can't see us getting on a USA funded platform trial prior to its release. It could be released simultaneously though I guess.

Synairgen picked the 'summer' timescale and can only be judged on it, although it is obviously out of their control. While I obviously hope it's not the case, I wouldn't be surprised if it doesn't materalise as it was so unspecific. Felt like a guess.

However, given the 'summer' timescale for Activ 2 I'll expect an update from RM at the end of Sept. if we haven't had news by then.

In terms of treating patients on a platform trial this winter (maybe starting November?!) you would expect Synairgen to be informed prior so if we are actually going to make a platform trial this 'winter' you'd think we should realistically know a bit earlier, October / November at the latest. Just seems logical. Stand to be corrected.

As ever agree on a large amount of patience being required.
GLA

TLWilliams,

Agreed, the communication has been poor, albeit the AGM wasn't that long ago providing an opportunity for a Q&A.

I will be disappointed / concerned if we don't have material news by the end of the quarter. If we get to that point and no news on Activ 2 or a platform trial has been released then I think RM will need to provide an update stating who they've been in discussions with and why nothing has materialised. Transparency and good communication is key.

A bit of a separate musing. I do find it odd there hasn't been more press coverage on the findings of the deepdive. 70% efficacy amongst those with oxygen levels at less than 92% etc. is pretty amazing result. Perhaps it needs to be peer reviewed first..... which again is due.

Ghia, I know I can see the accusations. Thanks for clarifying / explaining in detail for Manifesto and anyone else concerned.

Good luck with your investment. Same goes to all.

For whats its worth I don't see how anyone rational could think they could influence the sp with their posting on a board like this. To think otherwise would require a fair amount of hubris!

Have a good evening all and enjoy the sun if you're in blighty.

Ghia, our posts crossed. I think you answered the question...

Hi Manifesto,

Re the points of Ghia's you posted. I don't think there is anything controversial in them.

1). "Such a shame the way this has worked out." Yes, obviously agree, but it ain't over yet.

2). "Science clearly worked but I get the feeling it’s too disruptive to the major pharma co drug pipelines. "

I disagree as whether it is disruptive or not will have no bearing on SNG001 getting to market. It will be disruptive when it's being used far and wide for some competitors, but it has to get to that point first.

3). "Todays news is great but time lines here are not what they where. Bottom drawer investment worth holding onto but I don’t expect anything meaningful until 2023".

Fair enough comment. As stated by the BoD at the AGM this is unlikely to be authorised for use in the next 12 months.

Ghia - Mani thinks you are trying to manipulate the sp to buy back in again having sold. Is she right? Lol

Manifesto, to be fair the identity of a business person (or any person for that matter) attending a public AGM is not insider information.

Thanks for the quick response Ghia and fair enough IMO. Closed forums are pretty public though.

Sounds as if your associate identified either Execs from big pharmaceutical companies or biotech investment funds / institutional funds. Either way no surprise really, especially the former given the potential for SNG001 to add to revenue streams and / or be a disrupter.
GLA

Hi Ghia, re your comment:

"I shared my synopsis of events on a closed forum which can be found if you know where to look and have the access to do so.

I cannot post it on an open forum because it would betray the confidence of the person I attended the event with who was there for business reasons and not for personal reasons".

It's your synopsis not the person you attended the AGM with. I'm not following. Please forgive my ignorance but how does that betray the confidence of the said individual?

Interesting, thanks Gunto2022 / Ghia for the heads up.

Agreed Doc83

Picking up on your post the other day I'll be a bit concerned as well if we have no news by the end of September. Not that I expect it to shift the sp, but we should at least have the peer reviewed jounal paper by then.

If we do however get to the end of September (the summer :) without Activ 2 results and / or a platform trial then I think RM will have to give a transparent update to the market. They revised the Activ 2 results to the 'summer' so I suspect he's unwittingly tied himself in to a half year update. As ever good luck all

Your wife and my kids

IMO you could easily multiply those figures by a factor of 5 to 10, or even more. They'll be quite a few pis with big holdings from COPD days and many who invested heavily from March '20 onwards (inc. averaging down this year).

Tommy, all clear. To be fair I'd take a year from this Autumn.