Member Info for The_Paladin

Enough share talk from me for today. A family outing beckons. Here’s a track from the playlist that I compiled for our journey.

I dedicate it to Mr. Marsden and his BOD from Synairgen LTIs who have similar opinions to my own.

https://m.youtube.com/watch?v=1-YtH2ETgnY

Enjoy ☺️ yourselves everyone.

Professional.

Congratulations for being in a well-timed position with your investment. Very different perspective from LTIs. We are all struggling at the moment.

Anything from the company, which would positively impact on the share price would be more than welcome. As you regularly state, they are not communicating at present.

ATB to you and all LTIs.

Doc83.

Thanks for your reply. I totally agree with everything you have said, as my posting history will confirm. I am somewhat inclined to write a personal letter to the CEO to express my disappointment at his inadequate communication to investors , but don’t think that he would give it any attention. He is not an investor friendly CEO. Some are, some aren’t. That is just the way it is.

ATB to you and to all LTIs.

I didn’t word that very well Doc.daneeka. I glanced at the board late on, and it appeared that the wording of the Consilium default statement had changed, implying that we won’t have our P2 trial update until Q2 at the earliest? This is still in line with the company forecast for an update during H1, but much was made of this statement yesterday, hence my comment.

“Many thanks for your recent enquiry. Synairgen is progressing its plans, based on insights from non-interventional studies, to assess SNG001 in target patient groups with the highest needs.

You can expect announcements when substantive milestones are reached, and as per the financial calendar, with full year results for 2023 due to be reported in Q2.”

ATB to you and to all LTIs

Thank you for those thoughts Manifesto. Many of us on this forum are aligned in our thinking. My average is higher than 68p, but well below 100p. At this point, I would welcome the return of my original investment. Any profit would be a bonus.

We will all need to show more patience than I have shown of late. Yesterday’s update implied that it may take Synairgen longer than originally anticipated to refine their strategy to the point that the trials will have a reasonable chance of success.

ATB to you and all LTIs.

Doc83.

My future aspiration rests on what Simon Shaw stated in a conversation with investors at the last AGM. I believe that it was reported on here by Wigster and yourself?

Everything pivots on the success of the P2 trials. Synairgen did a great deal to attract attention to their product and trial results during 2022-23. When that wasn’t enough to attract a BP JV, they focused on arranging their own trials. Should these trials result in a share price of 100p, I will be well satisfied. Effectively that would give me an 8% tax free p.a. return on my investment. Our success hinges on these trials. This is the main reason that I am frustrated with the lack of communication from the company.

I am well aware of Synairgen’s broad strategy, though not in the detail that scientifically interested investors discuss on this forum. It is not unheard of for companies to give their investors quarterly newsletters outlining the progress made in addition to the mandatory communication, that we get from Synairgen.

As stated, the important aspect for me is a satisfactory exit from this investment. 100p per share would be ample, and I would sell my stock without hesitation at that price. I would be interested to know how what other investors would deem to be a good exit point? Should that question be seen to be intrusive, please ignore it.

GLALTIs.

Ghia.

Many of us are in that position! How many investors thought in February 2022, that there would be a steady decline in the share price for two years? TFG were evidently not of that opinion.

Sadly, Tommy and one or two other papers label the very same long term investors as short-term sellers and traders. “Bottom feeders” has often been used as a descriptor.

Investors like MrCosts and Spacman are merely tired of the company’s inaction. I have written to Synairgen about the current situation, and the general investor dissatisfaction with their lack of communication on more than one occasion. To date, there has been no reply.

Some investors are content in using this forum to have a science-based discussion. The science of what might be happening behind the scenes, that is? Some of it is interesting, but so were the discussions prior to the Sprinter announcement. Those conversations had no bearing on the trial outcome.

In the absence of any update none of us knows what is really going on? Mr Marsden’s communication regarding strategy and timelines has not impressed the market for two years. The vagueness of his infrequent statements has misled investors for far too long! It is high time for him and his board to update investors! His inaction has recently resulted in a daily reduction in the share price over the last week - a death by a thousand cuts scenario!

“We might assume that the P2 inclusion criteria will include age ( over 60/65 ) and co-morbidities & oxygen - and hopefully an additional assay test to spot those who are at greatly increased risk.”

I totally agree Docdaneeka. I was surprised to discover in the post-Sprinter dataset that the aforementioned trial hadn’t used criteria similar to the above.? My reasoning at the time was simple - derived from the CEO’s comment following the P2 Home trial - about Synairgen needing a fire to put out. With respect to the latter trial’s dataset, the correspondence between the group treated with Synairgen and the placebo group was very close, but the patients treated did not have sufficiently severe symptoms for SNG001 to demonstrate a significant improvement.

I am anticipating a more suitable cohort and a significant result from the next set of trials given the extensive preparations that are underway, and the sophisticated technology that will be deployed to select an appropriate cohort. We can but hope that it works this time around!

I read yesterday evening’s thoughts on this important subject with interest. However, my background knowledge is very limited. Fortunately, I discovered the following easily assimilable account, which brought me up to speed. It may be of some value to others in a similar position to myself.

https://onlinelibrary.wiley.com/doi/10.1002/eji.202250164

Tommy. Why ask others to read my low-level posting history? If you want to make a point, post the evidence yourself! There is little there to compare with the derision that you continuously direct at others who do not comply with your point of view.

Tommy. Look at your posting history! Look at the insults that you have continued to direct at me and others over a protracted period. I have decided enough is enough, and will respond in kind!

Currently, I am more concerned with Synairgen’s inaction. Like it or not, the market was expecting an update at the start of H1. Did the CEO actually think that another vague strategy update last September was sufficient information for nine months? Evidently so! It is high time for the CEO, his top heavy executive team and the rest of the company to get a move on. They are shirking from their duty. They are accountable to investors, and need to provide us with a reassuring update at this point!

Meanwhile enjoy your stimulating research! When you decide to stop hurling further derision in my direction, I will respond accordingly! Better, let’s mutually filter each other’s posts. You are unprepared to live in the real world; I do not accept any of your peripheral research as a harbinger to an improvement in the share price! Never the twain shall meet!

Tommy. Like it or not, your research over two years has been for the birds. Intellectually interesting for you and a few others perhaps? However, your many hours of endeavour have not added a cent to this investment. Synairgen has and will continue to decline until this company has a detailed coherent strategy that will eventually result in income generation.

Meanwhile, enjoy stimulating your intellect with, at best, peripherally relevant scientific information. I am certain that you will continue to hurl insults at investors, who have lost trust in Synairgen. It is an unfortunate trait that detracts from your crediblity as a real investor, and partly confirms the suspicions of others. Enjoy yourself. I have better things to do with my day!

Thank you Doc.Daneeka.

Your research and comments are interesting and relevant to my investment. Like you, I have concluded that there is potential future value to be achieved here.

SNG remains a tentative hold for me, as the CEO and Board have yet to recover the absolute trust that I had in them, and the company two years ago.

The next five months will be instructive as to how this investment will play out. The sooner we receive a positive message from the company signalling a precise forward direction, the better will be our chance of a recovery to an acceptable investment value.

It has been a very long wait. The purists here, who derive interim satisfaction from Dr.Monk’s joint publications with a host of others, and peripheral information tentatively linked to Synairgen are a breed apart. Their opinions are yet to be verified. As previously stated, I hope that their reasoning will prove to be correct. Meanwhile, it has been 23 months of continuous share price decline following the catastrophic post Sprinter collapse.

I continue to live in the real investment world. Until Synairgen produce something to reverse the decline, we have absolutely nothing to cheer about!

Disappointingly, despite all the incoming positive news, the share price has been severely impacted by the IQ-AI CEO’s side hustle.

I appreciate that Mr. Brown is merely getting a return on his loans to the company, which in turn has avoided a cash raise.

My strategy is to continue to hold. I believe that the tide will eventually turn, and that my target of 20p+ per share will eventually be achieved. I have little idea of the time scale involved, as I was expecting a floor of 5p+ by now. For the time being, I see this investment as a case of short to mid-term pain for a long term gain. GLA.

I am well aware of those activities undertaken by the company. To date, not one of them has benefited the share price, which has continued to decline in line with the residual investor capital. As previously stated, investors will hope that your reasoning is correct? It might well turn out to be “utter nonsense” if the company delivers nothing in the coming five months.

However, I derive some hope friends from Fruitsnveg ‘s final paragraph, which makes sense and offers a reasonable explanation to fit the facts.

There are ways of responding appropriately to other people’s opinions which may differ from our own. Thankfully some contributors demonstrate that skill in abundance.

That is your argument. As an investor, I view it differently. The previous statement gave the company a further nine months without the need to update investors.

Your view is fallacious. The company have been working on a way forward, with no tangible success to date, for twenty three months!

I have no intention of continuing with this argument. You have your opinion as to the CEO and Board’s competence, and I have mine! I actually hope that you are correct, then investors will finally derive some benefit from the meandering of the company’s underwhelming executives!

A tangentially relevant article is offered in the link below, in the absence of news from the company. This is mostly what this forum is about recently. The interplay between contributors mostly revisits previous “debates” as there is nothing new to discuss.

Surely, with all Synairgen’s hands on deck since the last communication, over 4 months ago, we must be getting close to some news about the P2 trials? The company have been working on finding a new direction for nearly two years! Incidentally, I still haven’t received a default response to my request for information.

https://www.fda.gov/news-events/fda-voices/fda-approves-many-new-drugs-2023-will-benefit-patients-and-consumers

"interested in facts, science and progress"

There are an abundance of facts and science underpinning my Synairgen investment. This has always been the case since I have been invested.

After nearly two years in the doldrums, I would welcome some progress from the company. By progress, I mean a significant development to reverse the share price decline that has continued following its catastrophic collapse in February 2022.

A message from the company concerning the progress made to date in getting the P2 trials underway would be a good start. At this stage, all long-term investors would like to know whethere these trials will be underway during the next 5 months? Surely, none of us want to reach the end of H1 to discover that the requisite progress has not been made?

This is a significant mention, and summarises our current position prior to last September’s strategy announcement.

It would be useful to receive an update from the company at the current time. All we need to know is whether we are on track to conduct the forthcoming P2 trials during H1, 2024 ?

The company has high level executives working on the multiple strands that will need to coincide prior to the launch of the trials. Surely, after 4 months, they have something significant to share with investors?

On a personal level, I have contacted the company twice, asking the aforementioned simple question. To date I have not even received the default perfunctory response periodically sent to other investors, let alone a reply to a simple non market sensitive question.

“Perhaps a promising exception has been the administration of an inhalable form of IFN-β. In a randomized, double-blind, placebo-controlled, phase 2 pilot trial of hospitalized COVID-19 patients, two thirds of which required oxygen supplementation at admission, daily administration of inhaled nebulized interferon beta-1a (SNG001) for 14 days led to greater improvement and more rapid recovery compared to placebo. However, in a phase 3 study that followed, and in which new treatments such as corticosteroids and/or antivirals were implemented and some patients were vaccinated, such beneficial effects of the treatment were not observed although there was a tendency for improvement of certain parameters such as a reduced risk of progression to severe disease or death. The changing population of patients which includes new variants, new treatments and vaccinated individuals is likely to account for such differences observed.

In light of all the positive company information of late, FAB’s recent sell off makes little sense to me? Should I subsequently hear that Mr. Brown has added to his shareholding and profited from the share price differential during the overall process, then I will understand his strategy a little better.

The net result of this is further short term disappointment for investors. I tend to agree that these latest shenanigans are an inappropriate way for a CEO to treat LTIs. Surely he has made sufficient interim profit during the last three years? Isn’t it about time that Mr. Brown invested his time in increasing shareholder value? I used to think that this was the primary function of a company. My recent investments lead me to believe that company directors are more concerned with increasing their personal wealth at the expense of adding value for (long term) shareholders?