Member Info for Sparkle1

hi all, seems to me that the planet needs, to date, maybe more will spring up:
1. easy quick testing kits for flu and covid
2. testing kits for genes - latest data says if you are missing a certain gene or if it is malfunctioning, you are very much at higher risk - important for the young i gather
3. therapeutics to treat at a) early & mid versus b) late stage desease
4. decent masks
5. flu vaccines
6. covid vaccines
right pain in neck but seems to me we need to be invested in all the above... would rescue cruise business if everyone could get tested boarding the damn ships, wait an hour and only then get on; ditto planes etc etc. Can see some of these smaller companies partnering to get not just licencing deals but also major distribution deals as all above being sold to billions of people.

https://www.ipgroupplc.com/media/portfolio-news/2020/2020-08-03

5 years ago, bought a load of woodford minor shares as didnt want the income bit of the fund. one was Synairgen (ave 17p) another was IP Group... the guys making the 90min tests.... there are a few others... he always said theyd take 10 years to come good and we are about 5 years in so look at some of the others? Most are rock bottom prices now. midatech (complete dog for me) but is starting to be perky. Wouldnt be surprised if a lot come good if you wait long enough...

'The company on Thursday increased its 2020 sales guidance to the range of $23 billion to $25 billion, from a previous $21.8 billion to $22.2 billion, even after it was hit with a bigger-than-expected year-over-year top-line decline of 9.6% in the second quarter.
The reason? It now expects to sell 1 million to 1.5 million treatment courses of remdesivir in COVID-19, Chief Financial Officer Andrew Dickinson told investors during a conference call on Thursday. By RBC Capital Markets analyst Brian Abrahams’ calculation, that roughly equates to $3.5 billion in additional second-half 2020 sales of the antiviral.'

so i am slightly wondering why the shares fell to the downside on this news...and if it is significant.

yeah...and they have rendesivir which sent it up a bit, but fallen back to march levels which i dont get when it is an approved treatment at the moment... so you would not expect it to be breaking though its 200 moving day ave to the downside? Dont like that.

its slightly concerning to me that gilead isnt holding up ...given they are churning out remdesivir...? dont get it.

If anyone is still around, can you tell me why Gilead shares are going down? Doesn't make immediate sense to me. Thanks

Secretbp: i suspect opinion is divided... especially if you are now one of the nearly 5000 people now on dialysis needing a kidney transplant. If the youNg start dying, then i think the view of vaccines, social distancing and everything else would change overnight. In the 1950s my brother in law got polio. His cousin was then vaccinated but died of the vaccine. Thus when the measles vaccine came out the parents refused to vaccinate their child. She died aged 14 of measles. Dont know how they ever got over it. As soon as people start dying, opinions change overnight.

Val???????

I dont think the virus was man made but if it was whoever made it might have a vaccine for it. Just a random thought. Prof at cambridge says bat virus is 98% similar to human version so might not have been an intermediary - just a bat being chopped up to be put into a soup and bled.
We all need to lobby against people eating bats i think. Wish trump would say that frankly rather than spout other stuff. Forget tik tok, get bats off the menu...

Volatility... never seen sean bean ad stuck down in rural south west farmland... we dont drink yorkshire t down here ... we are still on Unpasteurised milk And cider. We appear to be endlessly watching the aa advert. Presumably they think everyone going to south west on holiday will brewk down but i have to say every time i see it, it makes me smile, Reminds me of our daft dog, so if you need a smile..

https://www.youtube.com/watch?v=_kq327Uw41E

Only vaccines and therapeutics in b castle... hq is in brentford.

https://www.nepic.co.uk/blog/memberposts/glaxosmithkline-in-barnard-castle-enter-vaccine-collaboration-to-fight-covid-19/

Sorry... its all in the Far North to me (!!) being down in west country (where social distancing has gone out of window) And only 20mins from where bojo was last week...

http://www.pmlive.com/blogs/the_editors/archive/2023/march/gsk_and_novartis_asset_swap_a_tale_of_two_companies_677593

I bought in due to woodford. Woodford always saw gsk buying synairgen from get-go and tried for months to get gsk to change strategic direction a little bit to look at his early stage dev cos.

We havent got a trade deal with india yet... india market 4x usa in terms of people likely to die

Seems to me the deal has to include philips making the nebuLiser and the german co producing it And both germany and holland have complex legislation too now on public health.

I have a bit of an interesting conspiracy theory why our dubious government keeps visiting north yorkshire... i mean its very pretty but even so. These two comments are not necessarily connected just separate comments.

Im at a loss to see where a ton of the comments are going...
1. If Synairgen can make enough to treat 20,000 at the moment, that can be done as a phase 3 trial at the same time as treating them. On average people die within 4 weeks so by the time they can scale up to treat 100,000 they will have the results anyway - i mean you are either dead, alive, discharde, intubated or whatever pretty quickly aren't you.
2. Tils - interesting as far as i can see, they 'trial' comprised 4 people x 4 different levels of does. 3 got a drug, 1 didn't. Maybe i'm wrong, but initial surf says that and the good doc waffled a bit when asked directly how many. Anyway sounded very few indeed so if tils gets though, then Synairgen will.
3. RNS: whats the point in stating something everyone knows anyway? If i ask you what will happen on a peer review, then 90% of the people on here will say " they;ll say it was a relatively low sample and a bigger one would be better and we'd have preferred a slightly better control for diabetes but we are excited by initial numbers now needs to be bigger". Dont need BoD to tell me that. Bloody obvious.
4. I think they can only produce a certain amount at the moment. To scale up they have to cut a deal across 3 companies and those other companies also working flat out.
5. I dont get the comments about they need to look after the shareholders... i would think they would think they have done very well by their long term shareholders who are massively in the money. Ive been in 5 years and very happy.

i think trump is the kiss of death....
if i was making hydoxychloroquine i wouldn't be amused... all the crap publicity from Bolsonaro and Trump must be driving them mad - they had a decent drug, maybe not for the virus, maybe, but now it has divided opinion and it can just as easily go either way - if Trump recommends something guaranteed to pee off half the USA population - imagine if he recommends a vaccine for goodness sakes - half will immediately not take it due to him. He is simply divisive and sowing division. SNG would be well advised to do a nice quiet deal with good honest people and i believe they will.

My understanding - again, might be wrong - is that sanofi are contributing their existing flu vaccine dna stuff, gsk the ability to scale up and bill gates foundation is providing the antigen to speed it jp via an american co translate bio. The gov are keen as you can then get vaccinated if it works for both flu and covid at same time, again if it works, but that seems why they've ordered a dose for everyone inn the population. Sanofi started to ship flu vaccines to usa this week for next season and they are shipping enough for whole population.

My (limited) understanding is that if you get covid mildly, then even if you dont know you have it, it turns off the immune response. If you then get flu, your immune system will not respond to the flu as it normallY would and thus you could/would die of the flu. Hence why they are ramping up flu vaccines... sanofi seem to be trying to develop a combined one. Clearly the gov is not going to go on bbc and say dont worry about the virus as you are all going to die of flu but i gather that is a real concern.

Might be well off beam but i always thought it was bloody odd that cummings went to barnard castle for a walk as its hq of gsk vaccine dev. It could have been total coincidence as near his family home but why go for a wander... anyway... today boris feels the need to go to north yorkshire too. Surely he could have thanked a police forCe nearer To home....
I think they are trying to do two things: create a joint covid flu vaccine through sanofi/gsk and also secure supply of therapeutics.
There was a comment here on how shocked someone was about the forcefulness of the hospital consultants... i know that key london consultants were horrified by beginning of march, begging gov to shut down and i was told on very good authority that chris whitty had refused to sit in any mtg with cummings back in march. If you go to some of the ucl, imperial, st thomas twitter sites of some of the senior profs and consultants, you will be shocked at how much they think the gov is winging it... boris had his churchill moment in february and blew it. I think they are playing catch up as fast as they can.