Member Info for SNG2022

Agree Mr Costs.... looks pretty excited to me.... almost hyperventilating from excitement and relief!

Qd22.... there's been a lot of talk about steroids and SNG001 being incompatible. As far as I am aware, Synairgen have never said that their inhaled interferon formula does not work with Steroids.

SOC improved hugely between Phase 2 & 3 and that reduced our success from 80% ish to 40% ish. Hence the deep dive to see if we can get this % up in certain groups (diabetics for example).

As well as the underpowered trial (too few patients). A bigger trial with the the same % then we can prove statistical difference.... better still if we can concentrate on the sub group of patients (from the deep dive) that faired better on SNG than other sub groups. Hence the push to be included into a government backed platform trial.

I'm no biologist, but that is my understanding.

****nBull.... interesting paper, thanks for posting.

Would this perhaps explain why people who had the Pfizer vaccine at the same time as unknowingly catching covid, now have long covid? Perhaps this is why, rather than the previous theory that their body was just overloaded.

Furthermore... the young were forced into having it for the sake of the masses "to protect the elderly from catching it".... we now know that wasn't true... and I am cross about that.

Doc.... a lot of my daughters friends have reported incredibly heavy periods since taking the Pfizer vaccine.... and I mean a lot.... I think that is a strange and worrying side effect in the under 20s, who, in my opinion, didn't need the vaccine in the first place.

I am all for the vulnerable having the vaccine, but I am anti the young from having it when they clearly don't need it. The elderly and vulnerable take the flu vaccine, and the same should apply for Covid.

I found it interesting recently talking to friends the other night in an Indian Restaurant, who were, previously, so convinced that vaccines were the silver bullet, to hear them now wondering why they had all followed each other into having 3 vaccines. Two of them have now had covid 3 times, and four of them twice... all triple vaccinated. I decided not to have the third, as I wasn't offered AZ, only Pfizer... I felt, perhaps wrongly, that after experimenting with one type of vaccine, that I didn't want to experiment with another... especially as none had great results against Omicron. I have never had covid btw.

As we chatted, it appeared they all felt conned into believing the government and various tabloids that vaccines prevented the risk of catching covid, when clearly they did not. Vaccines, for sure, prevent severe disease, in the vulnerable. But without exception, all 8 people around the table said they would not be taking another covid vaccine. "Three, was one too many, I'm not having any more" was one comment.

I know this does not mean SNG will succeed, but I think that the narrative is changing from vaccines to treatments, it has to. USA was always are market, not UK, and with cases rising in USA week on week, I do feel more optimistic that the USA might be keener to EUA a treatment that can offer a 36% chance of living above SOC. I think this is why RM said that they needed to do the deep dive in order to prove that their 36% was "ROBUST"... his word. Why would he say that if he did not think there was a chance that a solid 36% just might do the trick?

I had previously given SNG only a 10% chance of getting an EUA, but I am more optimistic than that now.

"Philadelphia announced that it would reinstate an indoor mask mandate next week, becoming the first major US city to do so this spring". New York Times 11th April 2022

Doc83 & Joey, I agree, we can't get rid of RM in favour of Polygon. RM has far more concern for PI's than a ruthless hedge fund.

As an aside, I believe that even if SNG is taken off AIM the 30% rule still applies.

Aether, I think the deep dive results may well encourage a bigger, government backed trail. But even without them the drug warrants one. With the benefit of hindsight, they should've gone that route to begin with.

They are a research company, they will be fascinated by the results of the deep dive. That is different to the SP, that requires it to be in another Phase 3 to lift it, and if the results are better, or even just the numbers achieved with the same results... happy days for us all.

I believe SNG were a little unlucky in their Phase 3.... but they were unlucky with the AZN trial too... you can either believe that they will keep being unlucky, or that perseverance wins. I'm in the latter camp.

Aether... baby steps first.... I think the question should be... What value does a research company have with a life saving (wholly owned) drug in a Phase 3 trial, that is being supported by a government? A big Pharma will be far more interested in SNG if it is on a paid for trial... it, obviously, means they don't have to pay for it.

I don't know the answer, but I believe it is well north of £50m. Someone on here I am sure will have some examples.

I personally think the % chance of EUA is less than 10%. I'd be delighted amazed if we did, of course. This board often gets a bit too over excited, a possible EUA is a good example, and then disappointed with RM, when in fact, he has always been quite conservative and understated.

RM has stated that he is in talks with governments about bigger platform trials, this has been reinforced by other posters and boards, some of whom have been more recently in touch with RM. I would love to see us on Active 3 P3, as I think that 36% above SOC is still pretty exciting in the hospital setting.

When we do get on a platform trial, I think we will (which is at no cost to SNG, except for the product) then I believe that RNS will bring us back to well above 35p. It is for that reason that I remain invested.

I suspect some of the bigger investors are selling some shares before the end of the tax year to offset other CGT profits... last week of this.

Not sure why there is constant concern over whether its a buy or a sell.

For every seller there is a willing buyer and vice versa.

The price goes down if no-one wants to buy, and up if no-one wants to sell.... it's the simple law of supply and demand.

Manifesto... I believe BeforeGolf said 4-8 weeks for deep dive data.... today is week 5.

Hi Sid

I've only had a quick glance at the Eiger outpatient Phase 3... so I may be wrong in my assumptions... but I find it interesting that in order to get to 60% it had to be administered within 3 days of symptoms, at 7 days it drops to 40%. And that, even in this huge trial, only 4 died on the placebo, and 1 on the drug. So they had to inject 2000 vulnerable people to save 3 lives. What is the cost of those lives? Of course every life is invaluable in my mind, but that's not how it works. Perhaps SNG outpatient in Active 2 will be similar.... we don't know yet.

If it is, it makes me think that Sprinter/hospitalised, if we can get good data on the deep dive, is the route forward. 36% on top of SOC is not a small figure.

But the case that Interferons work is further proved in the case of Eiger.

New York Times 24th March:

Bracing for the BA.2 wave

Barely two months after the Omicron wave, U.S. epidemiologists are already warning of another swell in the pandemic.

Though Covid case numbers are falling in most of the country, scientists warn that the quiet may soon give way to another surge, driven by an Omicron subvariant, BA.2. It is already fueling an increase in cases in 18 countries, including Britain, France, Germany and Italy.

There are still many question marks about a potential BA.2 wave. To understand what might lie ahead, I spoke with my colleague Benjamin Mueller, a health and science reporter.

What do we know about BA.2?

We know that BA.2 is more contagious than the version of Omicron that spread through the U.S. this winter. We know that some places like New York City are seeing early signs of cases ticking up, though at very low levels overall. And BA.2 is quickly becoming more prevalent in some places. But whether that turns into a wave — as some countries in Europe are seeing — is hard to know for sure.

What’s the worst case scenario?

A worse-case scenario is that the U.S. follows the path of the U.K., where not only have cases surged, but so have hospitalizations.

The U.S. has vaccinated and boosted people at lower rates than Western Europe. Even now, Americans are dying from Covid at far higher rates than people in Western Europe. And experts worry that those low booster and vaccination rates, especially in older people, could put the U.S. in a vulnerable position once BA.2 takes hold.

Plus, there’s the fear that even though some parts of the U.S. have effectively been without restrictions for months, reduced masking in other places could help speed a rise in cases.

* Just a couple of paragraphs from a longer article.

James.... DDDD SP was on the floor, so was inevitable a bit of good news would lift it. Can't compare the two.

Titania

I believe SNG has a shelf life of 5 years.

Apologies if posted before.... from The Lancet 10th March. Total reported Covid deaths for 2020 were 5.94m, though excess deaths, people dying because of the pandemic, was closer to 18.2m.

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(21)02796-3/fulltext?dgcid=raven_jbs_aip_email

Surely finding and stockpiling a suitable drug for future pandemics must still be front of mind for all governments.

There is indeed, aunt and uncle have both just caught it, late 70's, and also lots of their friends, all had boosters in September. One who had it before (prob delta) has it much worse this time. A few of my friends with it too, there suddenly seems to be a lot of it around.