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The company seems to me to be trying to communicate the future road map ahead of regulatory news as best they can within the rules they're bound by and are doing so for fairness and transparency to shareholder.

That being , they no longer expect or wish to participate in Activ3 for the reasons they've recently explained.They also seem so confident with SPRINTER that I suspect when the RNS lands confirming the above it will also contain further information on why they're so confident in a positive read out from SPRINTER.
So what could that be?

Matterhorn,
Thanks for taking my question seriously and your thoughts.

I drew the same conclusion that demand for any future stock pile could be a long way off,.. years !
That concerns me as in the scenario I've outlined and Synairgen's intent, we could have a drifting SP for a very long time.

it's actually Synairgen's statement of intent detailed within their presentation as I've highlighted earlier.
I think it dosen't make sense either and that's why I'm asking the question.
So far no one can offer me a reasoned explanation !

JFH,
SP North of 8p come November.
That's the only criteria I'll be judging their delivery upon and your judgment.

Good luck.

hi,
Could any knowledgable contributors please offer me a reasoned explanation/answer to my serious question.
Why would Synairgen choose not to commence production in 22 given the scenario I've outlined?

Ok and thanks.
So as below your strong belief is before November 21 the SP will be North of 8p.

I do like your confidence but feel it's misplaced and actually, it's an old pound land vase being buffed up by Vlad to look like Ming for the suckers !

I hope you're proven right for the sake of many LTH. Come November we'll Know and if correct I will gladly make my apologies.

IMO DYOR

...so am I !
My question remains , why wouldn't they then produce the drug in 22 ?

I'm intrigued by a specific section of the presentation and it's potential meaning.
There are three specific and conditional requirements needed to trigger the potential for supply of the drug within 22.

Let's presume for ARGUMENTS SAKE there's positive data from Sprinter & EUA approval but Covid hospitalisation rates are deemed manageable and not overly concerning.
Then according to Synairgen, they would not produce the drug in 22 as only two of the three conditional criteria are present.
You may at first think, fair enough there's no demand BUT Synairgen have also highlighted the opportunity to stockpile for future respiratory pandemics, so why would you not push ahead with production in 22?
Appreciate others thoughts.

"Potential availability in 2022 conditional upon:
– Positive data from SPRINTER
– COVID-19 hospitalisation rate remaining a concern
– Regulatory approval, potentially under an EUA in the US, BLA and MAAs to follow"

JFH
Good morning.
You've mentioned progression with CDX,CAR-T and Nasdaq all massive opportunities for what you believe the inevitable SP rerate.
As many LTH my have an average somewhat north of 8p, what's your thoughts on time line to get back there and LTH recovering, some of their loss ?
Keep in mind many LTH maybe 60+ years of age and time limited !
Give us a date if you dare.

How I see the path ahead.

RNS to communicate Synairgen have chosen not to proceed and participate in Activ3.
Why ? Activ2 and Home-Hospital combined data suggests , high risk & hospitalised patients now exclusively their target (Sprinter!) . Hint's suggesting the same throughout the latest news and Syn presentations.

Sprinter positive data early 22 ,of which Synairgen appear very, very confident and boom !

SP drifting lower through 21 , massive rerate early 22.

There will still be sufficient market opportunity as explained by Synairgen, regardless of Merck and other's.

Good luck all.
IMO DYOR

...on this we agree. Personally I do not hate but I do indeed doubt.

I think Hemo' are presently grasping at straws to try and prop up the SP until they have some concrete news of significant reportable importance with CAR-T, which in fact, I do believe they are frantically trying to progress.

I think they know CDX maybe a dead duck but still a useful tool to support their strategy.

When/if significant and indisputable positive news lands on CAR-T , I would have no hesitation to further invest.

All IMO DYOR

...the facts remain
Global Co did not take up CDX when they had very good knowledge of it and the opportunity .
You've offered your view on the likely outcome, so here's mine.

Hemo' will do a deal with Global Co to take up the full licence. It will cost them to do so and they will need another raise to develop with further dilution.
The RNS will spout about continued collaboration ,which in fact could simply mean access to their facilities. Some who are emotionally attached to this stock (guess who!)will buy it but the broader market will not.

Fortunately I did and have done sufficient research and as such sold the vast majority of my shareholding when this debacle developed and as a result , even though I lost, I'd hazard a guess I'm in a much , much better place than other LTH.

IMO DYOR

Hi,
You seem to all be excited about a deal with Global Co for Hemogenyx to licence and advance CDX.

Are you really expecting an increase in SP if/when Hemo' do a deal to take up the licence for CDX , which factually speaking, a major Pharma after a long period of collaboration and research chose not to?!
If your answers yes, I'd suggest AIM's not the place for advancement of your investments.

IMO DYOR

Den,
I agree but please go review the interview and then tell me what you think was being conveyed in the "Q2'ish" statement.

Scinv,
Unlike may others I value your contributions,.

On this point about quantity of juice, RM would have known at the time of the interview and factored that in.

I standby my conclusion on timing.

Activ-2 news is due before the end of April !

Why? Go review RM's interview with his many references to the lightning speed of Activ-2 and his subsequent statement of news will be "Q2'ish" .

Within the context of that interview I challenge anyone upon review to conclude anything other than "Q2'ish" meant start Q2.

I'm expecting Activ-2 news any day within April .

IMO

....A significant Director stock buy prior to the next positive RNS.

In my view , now essential to regain shareholder trust.

Let's see.

IMO

More bad news I'm afraid.
There appears to be a concerted distraction effort ongoing to portray Mint as the bad guy's.
Mint are simply acting in accordance with the terms Hemo' have agreed with them.

The real bad guy's ? whoever agreed the terms with Mint !?

Gang ramp seem to be asking all shareholders to pump the stock regardless of the facts as if it's our duty.
I find it reassuring that the majority refuse to do so and simply communicate opinions founded on the facts available, demonstrating morals of which GR are completely void.

Hopefully next RNS has some good news.

IMO

Dig,
"the suggestion I heard from a couple of sources were that Globalco is interested in the rest of our product pipeline"
what sources ???

...I get that BJ and Co might want to keep the explanation simple and not confuse the dumb punter public with detail, and that there could be disclosure issues in being too specific but on balance I'm still concerned that the terminology "pill, capsule" is repeatedly used.