Member Info for The_Paladin

Surely you are joking Aether ? We have been over - staffed in that area of executive responsibility for over two years.

And an investor, I don’t want to hear about any new senior management roles, until the CEO informs us as to our future direction - in far greater detail than we have at the moment.

With reference to SYN00GOLD’s comment yesterday, I read the RNS concerning one company’s proposal to delist from AIM. I intend to follow this up with further reading on the subject.

The questions that spring to mind are:

1. Could Synairgen make a similar proposal to shareholders?

2. Would such a proposal be justifiable?

3. What would be the benefits/disadvantages to shareholders? (Would the move result in the compulsory purchase of our shares at a low price?)

4. When would be the optimum time for an announcement?

5. If imminent, would such an announcement affect the future progress of Synairgen’s proposed trials?

6. Does our poor financial position exclude such a possibility?

I am asking these questions, while lacking any knowledge about this subject.

My major concern lies with the issue of the potential purchase of our shares at a pittance? The new “owners” could then benefit from the immense potential of our product at the expense of the previous shareholders ( us!)?

Am I spouting nonsense or is this a realistic possibility?

My impression is that Synairgen already have sufficient data from the UNIVERSAL study to enable them to go ahead with their trial design? By the end of this month, when the results (effectively the company's operational costs since the last statement) are declared, there will have been seven months since investors were informed about an outline strategy. Surely, there will be something positive to add to it by then?

Thank you For that Tommy. No doubt, the Easter Rabbit is wishing us all 24 carrot news in the near future. Hoppy Easter everybody.

There is nothing to disagree with there Fruitsnveg. Peony Li’s company is still small stage, but growing rapidly, currently with a £5m annual turnover and with diminishing advertising costs. I shall be following its progress, with interest, over the coming years.

The point that I raised highlighted the lady’s drive, dynamism, and passion for her company; the latter quality is well matched I believe by Prof. Sir Stephen Holgate at Synairgen, but seemingly less so by our senior executive team.

The comparison with Ms Li resulted from my disappointment at Synairgen’s total opacity over a lengthy time period. My disaffection will no doubt diminish provided Mr Marsden has something significant to communicate with investors in the near future. He has had over two years to re-launch the company, and we are still waiting!

GLALTIs.

The ship has well and truly been driven onto the rocks by the CEO and his associates. Market confidence has abated. All the good work put in by IB is of zero consequence to the investment case at the moment.

The share price hit a 12 month low yesterday. Under the continued sell off, (by disenchanted investors presumably?) it is heading lower today's close of trading. Anyone, like myself, who has continued to hold will need to see what happens when the share price bottoms out? In particular, what mischief the CEO has in store to the detriment of LTIs?

With apologies. The lady’s name is Peony Li. It is well worth a look at her LinkedIn profile. She is still in her 20s. Her list of achievements are stunning, as is the progress her company has made since appearing on DD, 10 months ago.

Richard Marsden and his associates come across as turgid and pedestrian when compared with Peony Li, who is totally focused and leading and growing her company successfully ( x 4.4 in 10 months). GLALTIs.

GLALTIs

You have chosen an appropriate header there xviolet. It has been nearly six months since we received the last information update on Synairgen’s strategy. That statement implies that we may hear nothing further before the end of June?

The nature of the next announcement could take one of many forms as we are all too well aware. I am expecting specifics about the P2 trials together with their launch dates. As ever, I remain optimistic, even without encouragement from the company.

After watching Dragon’s Den last Thursday, I wondered how Synairgen might have fared with someone of the quality of Peoni Li as our CEO?

GLALTIs.

Your comments make sense geeforce2010.

Sadly, I have totally lost trust in the company’s CEO and his entourage. It is a sound principle to manage a company for the benefit of all participants. Sadly, the opposite is true here, and this company is a vehicle to enrich a small number of participants to the detriment of retail investors.

Significant events need to be enacted that benefit everyone before investors can start to rebuild any trust IMHO. Currently, I will sell my shareholding as soon as I recover my original investment. That is how bad things have become for me.

GLALTIs.

Xviolet.

As before, I do not envisage that the cabal, who effectively control the share price, are interested in attracting further PI investment?

Should we see a “rinse and repeat” cash raise, at some point, they will probably wish to contain the share acquisition within their own entourage?

I remain convinced that this investment will eventually result in profit for all investors. Unless, that is, we have been severely misled by the CEO, and, dare I say it, IB?

Should the company eventually flourish, the small cabal, having acquired an increased shareholding between them, will be the major benefactors.

I shall not complain about their increased profits, provided my own shareholding eventually results in a profitable outcome.

GLALTIs.

Is this leading to another contained funding event at a lower share price than before? I wouldn’t put it past a cynical and self-centred individual, who, having got away with it once, to go through the motions a second time?

I still believe in the achievements of the IB team, whose continuous effort should eventually add value to my investment. However, I am still reeling from the shenanigans from earlier this year. Are there going to be more of the same to benefit a few greedy manipulative individuals at the expense of LTIs? I would not be too surprised if there was another repeat performance.

GLALTIs.

I continue to hold with Simon Shaw’s narrative. Mr. Shaw is a significant Synairgen shareholder, and the CFO of a major property agency. He is a credible source, and needn’t have shared his opinion when conversing with LTIs at the last AGM.

As things stand, any future progress rests on the results of the P2 trials. Any speculation about deals, further funding, or total wipeout have no substance until we hear from the company.

To return to a pastoral theme, we are seriously in need of some green shoots at Springtime from Synairgen!

GLALTIs

Why would they require additional funding? They have had in excess of two years to move forward from the last P3 trial. At the time, there was more than sufficient cash available for contemplating further P2 trialling. However, the focus at the time was on upgrading their data with a view to attracting a partnership deal.

There have been several false dawns since then. Six months ago, a clear strategy was launched. Surely the intention is to garner additional results to add to Synairgen’s existing data cache. Lat year, Simon Shaw spoke positively to investors and clearly stated that successful P2 outcomes would be likely to attract investment from BP companies.

Until we hear something to the contrary, this is what investors have been left with. The sooner that Synairgen add further clarity to their previous statement, the better it will be for all concerned.

GLALTIs,

I don't understand your comment Fruitsnveg. It has been a busier than expected day!

https://www.fiercepharma.com/pharma/gsk-rewards-ceo-walmsley-51-pay-hike-after-successful-2023

Thank you Trinityman, and Doc.Daneeka. I invariably benefit a great deal from reading both your contributions, and today's have been particularly helpful in adding perspective. Additionally, I am grateful to TommyD_19, Brand, and others who so often provide this forum with reminders that the science underpinning our drug offers investors with a better than reasonable chance of success.

It is indeed an ongoing waiting game until further news emerges. Additionally, IMHO we are now in a phase which will result in an "endgame" scenario, one way or another. I have based my long-term holding strategy on my personal belief that this investment will eventually recover. The scientific rationale upon which my original investment decisions were based has endured and strengthened over the years. Provided the biopharmaceutical expertise within the Synairgen team is of the requisite level, our investments here should eventually flourish. Presumably TFG hold a similar view?

The company's financial position is our primary weakness. The fact that GSK's CEO receives an annual wage, and other remunerations, package well in excess of our current MCap is striking, especially as Synairgen's MCap was valued at >£450m at the share price's high point just 27 months ago.

However, the latter needn't be a stumbling block. Provided the selective P2 trials' strategy yields the requisite data, this will enable the company to move towards joint venture arrangements with significant partners. We will, hopefully, have something to rally around before the end of June? It is impossible to suggest a time scale leading to an "endgame" until we have a measure of Synairgen's curent progress.

GLALTIs.

This is an unpaid for advertisement for a rival share forum, which has been deposited on 250 LSE boards. The account, which set up the advertising, has been deleted. A cheeky way of achieving free advertising to communities with an interest in their product?

An ironic comment on their platform states:

“Filter out non verified users and have confidence that you're conversing with a real person, without a hidden agenda.”

Also, very recently so many diverse sources like this one are claiming to use AI in their products. It is too early stage for me, at present, but I am following developments with interest. I was surprised to find a book on the subject , published in 2023, on sale yesterday at a high street £4 book shop.

I apologise for not writing a comment relevant to Synairgen. Regrettably, until the company finally decides to update investors on their strategy, there is little more that anyone can add to what has already been stated.

GLALTIs

We are in need of a long overdue RNS affirming that SYME’s strategy is on track. The volume of trades at the current, obscenely low, level is disappointing. Especially so for LTIs who have been severely misled by the CEO’s confusing rhetoric.

It does look as though our esteemed (not) CEO, and his cabal of cronies are at it again. I am regarding my holding here less as an investment, but instead as a participation in a slush fund, benefiting a minority, and from which investors are excluded.

All the good work and positive messages from the hardworking IB staff are not being properly channeled. What we are witnessing here makes little sense, except perhaps to the small number of beneficiaries, who are effectively in control of the business’ share price.

It was good to receive this highly relevant ( to my investment, that is ) piece of news. Thanks to Brand for sharing.

I am hoping that it will serve as a harbinger to further positive information from Synairgen, and perhaps from another allied source at the same time.

It has been a very long wait, and this, to my mind, explains the silly comments that emerge on this forum from time to time. The only important aspect from here onwards is that Synairgen finally get a strategy on track and without further delays, or slip-ups.

GLALTIs.

1. A CDMO is a Contract Development and Manufacturing Organisation meaning they not only handle the outsourced manufacturing of drug substances, but also all of the innovation and development work that occurs prior to manufacturing one.

2. This means that small pharmaceutical companies no longer need to build and staff dedicated innovation and manufacturing facilities.

3. CDMOs can start with a concept or a READY-TO-GO FORMULA, with CLINICAL TRIALS and COMMERCIAL PRODUCTION services made available.

4. When pharmaceutical companies find the right CDMO, they gain flexibility, collaboration and innovation services to help increase speed to market and lower costs by providing expertise and equipment they don’t have in house.

5. CDMOs can accelerate drug development and improve pharmaceutical companies’ bottom lines.

6. Some idea of the growth and future trends in the CDMO market may be found in the following link:

https://www.businesswire.com/news/home/20220303005497/en/289.64-Billion-Pharmaceutical-Contract-Development-and-Manufacturing-Organization-CDMO-Markets-2027---ResearchAndMarkets.com

It seems to me that Synairgen might benefit from a mutually beneficial partnership with the right CDMO?

GLALTIs