Member Info for SuperAl43

And no one is pricing in the sale of our product which will be rolling off the line in 2021 if not already. Once someone decides it’s sensible to stockpile a few and we get hundreds of £millions or even £billions rolling in, we’ll be kicking ourselves for not topping up at these prices. Mr Market gets it wrong frequently.

Sorry I don’t have access to this but seems like it’s a positive spin suggesting SNG has been oversold...
https://www.telegraph.co.uk/investing/shares/questor-two-stocks-knocked-back-vaccines-one-set-fair-worth/

Sheman- what are you doing posting here? I thought you confessed to your wife and sold? Either that was a load of nonsense which makes you a lying **** or you were telling the truth and you’ve come back to a chat board of a share you’ve sold out of to bad mouth, which makes you a vindictive **** - which is it?

I think it’s a fair comment that RM made earlier that undertaking a P2 and P3 trial in less than a year is almost unheard of. They have not been slow. The spread of Covid has been quick. And they could have been faster with some government support - but that is the fault of the incompetent tosspots at the top not Synairgen.

I was going to say...$3.6bn or £2.7bn!

Even a fraction of production per-ordered will see the share price shoot up.

I think you’ll find it’s still 10% whichever way you look at it.

Exactly - I am very confident someone will pre-order a significant chunk of the 100,000 treatments (14 doses) per month we will be producing in 2021. At $3000 per treatment, that is a significant revenue stream. It is a lot nearer than some people give us credit for - and when it happens magic Monday will seem like a drop in the ocean.

Winwin - what’s your view on stockpiling? Given we will be producing 100,000 treatments per month next year, do you think there’s a chance someone might buy them? At what price? What does this (potentially billions of £s of revenue) mean to the value of Synairgen?
I look forward to hearing your expert opinion.

I don’t agree Miggy. Assuming P3 is successful and they quickly fill orders for what is being produced at $3000 per treatment...those broker price targets will be quickly revised upwards. Ok - maybe £50 is pie in the sky but I would be disappointed with £3-4.

Just to be clear - you need to distinguish between revenue and profit before coming up with your big. valuations for the company. But...
.. .even after deducting operating expenses from your £3.6bn, using a sensible multiplier still gives you an effing huge mkt cap. Multiple £bns achievable here.

Er...November is in Q4 2020

Pmjh - that’s brilliant. Looking forward to some mead.

That’s definitely a question to add to the list for the Sharesoc presentation by RM: can you update us on Clinigen sales (and if figures are low, what purpose do they serve?)

BTW, who is attending the presentation and have you divvied up questions between you?

Gkb - I don’t think they’ve been slow if you look at how quickly products usually come to market. As RM said completing P2 and P3 in a year is unheard of.

I do, however, agree how pathetic it is that Handjob whips out his cheque at the mere mention of positive vaccine results. How many more times will he do this?

But - then again - what is stopping any other country who has successful early trial results in P3 doing the same with SNG (or taking a punt beforehand), and ordering millions of doses.

I also agree that we should be given info about the managed access programme sales.

The P2 results and many recent studies all point to the science and therefore product working. Once P3 has progressed / EUA granted / production ramps up, there will be many countries wanting to order our product. As soon as the promise of money rolling in becomes a reality (not too distant future IMO), this will rocket. Ignore short term fannying around by MMS.

Maybe he had long Covid and couldn’t get out of bed.

I should clarify he doesn’t have Covid just come into contact with someone who has. Still kick-starting an interferon response now might be beneficial, given how ill he was previously.

Get him some SNG001...or maybe the placebo.

So - we all know P3 could be stopped early ‘for benefit’ or EUA could be granted at any time. What is also stopping someone taking a risk and pre-ordering the first batch(es) if they’re convinced by early trial data and/or the science. Plenty of reasons to be positive here. It might not happen immediately but when it does there will be a lot of people scrambling to get in or kicking themselves they didn’t hold.

https://www.thelancet.com/journals/lanres/article/PIIS2213-2600(20)30511-7/fulltext