Member Info for The_Paladin

When I saw nine posts on this board a few minutes ago, I was hopeful of an interesting update. Instead, I discovered a trail of negativity countered by sensible pragmatism. Many thanks to jonnyboy33 especially, for your optimistic outlook, which I share.

The fact that any shareholder, including TFG, remains invested signifies that they believe in a future upside to this investment. There is little gained from whining about the share price, or apparent inaction from the company (which is very probably not the case).

Investors have a rough idea of the timeline involved in the company’s strategy. Unless there is a change in the latter, I do not expect an update until the end of this year at the earliest.

From yesterday's Reuters' article:

London Stock Exchange Group is looking into using blockchain to build what it described on Monday as "an end-to-end digital market ecosystem to raise and transfer capital across asset classes". Murray Roos, head of capital markets at LSEG, earlier told the Financial Times that the London-based exchange had been examining the potential for a blockchain-powered trading venue for around a year and had reached an "inflection point". (Blockchain, best known as the technology underpinning cryptocurrencies such as bitcoin and other crypto assets, is a digital ledger which records and verifies transactions.)

LSEG's move comes as a number of mainstream financial institutions are talking about the potential for blockchain to streamline the process of issuing and trading financial assets. "LSEG is exploring plans to build an end-to-end digital market ecosystem that will allow for the raising and transfer of capital in a more seamless, cost efficient way across asset classes."

Roos earlier told the FT in an interview that LSEG is definitely not building anything around cryptoassets, but is instead looking to use the technology to improve the efficiency of buying, selling and holding traditional assets. "The idea is to use digital technology to make a process that is slicker, smoother, cheaper and more transparent . . . and to have it regulated."

LSEG is considering a separate legal entity for the digital markets business; it hoped to have this running within a year, subject to regulatory approvals. The company is already in talks with regulators, multiple jurisdictions, as well as the British government and Treasury.

I do not believe that it is appropriate to blame the CEO for the Sprinter trial outcome. Didn’t RM state something about SNG001 “needing a fire to put out” following the P2 Home trial? Had the patient recruitment for the Sprinter trial included those with more severe symptoms, as RM implied, SNG001 might have had a better opportunity to demonstrate its effectiveness when compared with the placebo arm?

The “blame game” ended a long time ago. Those of us who remained invested, and in some cases added to our investment subsequently, are focused on the current strategy, and how it will evolve over the next year. Perhaps the company will give us an update this month? Dr. Monk’s recent article has serve to add to my optimism.

Pennsylvania. Sept 7- 8.

https://www.terrapinn.com/conference/antimicrobial-resistance-congress-usa/index.stm

Many thanks Fruitsnveg and Doc.Daneeka. You have both added a considerable amount of flesh to my bare bones of a prediction.

Additionally, the issue of the risks that are associated with these trials have been raised.

A partnership with a large bio pharmaceutical company would have enlarged the trial numbers, and correspondingly increased the chance of success. That may still happen later should Synairgen’s P2 trials provide the necessary data to satisfy our potential partners? The company have hinted that this is the case.

It will all hinge on whether Synairgen are able to recruit appropriate patient cohorts to deliver the necessary outcomes for these trials? An exciting albeit nervous time lies ahead for investors. I remain optimistic that the company may get their current strategy over the line by next Summer. One cannot think otherwise if one chooses to remain invested.

No Fruitsnveg. My prediction isn’t based on anything stated by the company, but partly on my own past experience as a scientific researcher.

As far as I can ascertain, Synairgen are currently in the process of designing their P2 trials, and will use data from a study carried out by Southampton’s Clinical Trials Unit to fine tune the process. We have been told that the trials are expected to commence during next Winter. Allowing for the time taken to conduct the trials, and process the data should take us through to next Spring at the earliest IMHO. I have been a Synairgen investor for three years, and know that the company will not rush through the process; nor will they issue any statements until they are certain of the outcomes.

When I add my own experience to my estimate, I know full well that a study can take far longer than was originally envisaged. In my own work, it took six months to identify and correct an error in the original experimental design to finally enable the process to produce meaningful and repeatable data. Synairgen’s past trials have similarly been affected by factors which were not accounted for in the design process. Although Synairgen’s study is very different from my experience, any scientific “experiment” can take longer than was originally envisaged to achieve an outcome.

My “prediction” may be widely inaccurate as I have no experience whatsoever in the bio-pharmaceutical sector. My very limited knowledge is based on my background knowledge in relation to this investment. I would be more than happy if you, or anyone else who is better informed than myself, could provide a more accurate estimate of the time that this particular study may take to complete.

Thank you for sharing the article SlamDunk1.

It is reassuring that Dr Monk continues to fight Synairgen’s corner. He has described the case for SNG001 as a broad spectrum antiviral treatment perfectly through working through the key points.

Unfortunately there are too many uninvested trolls on Synairgen bulletin boards, who regularly set out the same simplistic contra SNG001 arguments that they have been peddling for the last 18 months. It is exasperating when they “attack” investors’arguments in doing so, and I believe that they must have an ulterior motive, or else personal issues for doing so?

My own thinking has been aligned with the points set out by Dr. Monk for several months. Future progress will depend on the outcome of the most recent strategy set out by the company. It will take the best part of a year to complete the multiple P2 trials, and analyse, interpret and publish the outcomes. The severe lesson learned last year will have been noted, and the company will take the necessary measures to give these trials the best chance for a positive outcome.

There is little point in speculating what might happen should Synairgen be successful? My wish would be for the company to seek a partnership deal with a suitable bio pharmaceutical entity to take their therapy further. I look forward to hearing more from Synairgen concerning the P2 trials before the end of the current year.

I recently discovered Mrs Clarke’s updated LinkedIn profile when she gave a thumbs up to one of Rick Bright’s comments.

She describes herself as an “Experienced Corporate Affairs Leader” and her new position is Head of Communications at Norgine. Her announcement of her new position on LinkedIn got 201 “thumbs up” acknowledgements including three from the Synairgen executives, who were appointed at around the same time as Mrs. Clarke in 2021.

Mrs Clarke lists 14 skill areas under her Synairgen experience. It would appear that she was responsible for managing the website, and that the LinkedIn/ twitter carousel, which has now ceased, was also her initiative.

It is strange that the Synairgen LinkedIn branded messages rarely received double figures for their approval. The latter included regular thumbs ups from several Synairgen employees. Conversely, Mrs Clarke’s personal announcement received 20 times as many approvals as was achieved on average by her Synairgen messages.

Unfortunately, in today’s work environment the personality ethic has well overshadowed the work ethic. Apparently, there is more interest shown in the career development of an executive, than in developments that may affect the future prosperity of a company.

This weird phenomenon is also present on Synairgen bulletin boards, notably the indecipherable advfn board, where other contributors attract more attention than the company we are invested in? Perhaps these forums should be split in two, so that those of us who are predominately interested in discussing a company can focus on just that! Not that there is much to discuss at present as we continue to wait for a more detailed announcement about the start and nature of the forthcoming P2 trials.

Rick Bright’s tweet earlier today is relevant to this, and also applies to Southampton Clinical Trials Unit’s UNIVERSAL study, and to Synairgen’s forthcoming P2 trials.

Preparing for the spread of a seriously debilitating virus is more of a key issue than ever following our recent experiences. Synairgen’s plan on harvesting focused data is an essential part of the process :

“ It’s crucial that countries prioritise and invest in strengthening systems to report testing data. Efforts to establish centralised, coordinated, and connected reporting systems are important to ensure that we’re prepared and able to detect and respond to global health threats.

To achieve a rapid response to emerging pathogens ……,, we need to invest in decentralised molecular testing with real time centralised reporting capabilities to rapidly monitor risk and guide an effective response.” Rick Bright.

Thanks 🙏 Peakhope. I realised that might be the case when I thought about it more carefully.

Agreed, although it is reassuring that Mr. Zamboni doesn’t appear to have too many irons in the fire. SYME investors want him and his key colleagues to give their full attention to bringing SYME to fruition and with it restoring the share price to previous higher levels.

It is odd that his two current positions are not linked on his Companies House profile as is the case with Albert Ganyushin, who is also associated with both companies?

Alessandro Zamboni:

https://find-and-update.company-information.service.gov.uk/officers/-lg_HQIJIYKPSRzsyMc5UfeL604/appointments

Albert Ganyushin:

https://find-and-update.company-information.service.gov.uk/officers/ooP3iAx7aoXLUX4-B5NUvaSTzZE/appointments

Alessandro Zamboni very recently announced on LinkedIn that he has assumed a new position as a NED to the above company. One can immediately see the potential for synergies between SYME and RegTech Open Project. Here is some information about the latter company.

https://regtechopenproject.co.uk/

One question though? Why is he announcing this now when he has been a NED of this company since March 10, 2023?

https://find-and-update.company-information.service.gov.uk/company/14721885/officers

1. Viral respiratory infections continue to offer a therapeutic challenge due to the limited number of effective therapies available, and due to the fact that it is not clear which host response is the most productive for an optimal (and rapid) recovery.

2. Interferon β pathway is impaired in severe respiratory infections and this creates a severe disease burden.

3. Exogenous inhaled interferon has been shown to be beneficial in this setting.

4. Nebulised interferon-β is currently about to be investigated as a potential therapy for multiple severe respiratory infections because the available data from phase II and phase III studies demonstrate that this treatment is able to accelerate the recovery from disease.

5. Further clinical studies will be needed in order to better document i) the efficacy of this therapy, ii) its optimal duration, and iii) if such a medication is appropriate for domiciliary use? Additionally, whether, combined regimens with antivirals, or with compounds which are able to enhance the endogenous production of interferon, might be of promise?

These studies, once commenced, may take a considerable time to bring to a conclusion. Also, Synairgen cannot make a great deal of progress towards bringing SNG001 to market without additional capitation, or better with the financial support, and experience, of a large biopharmaceutical entity. The latter represents the company’s optimal future route to market, bearing in mind what happened during the previous Phase III trial.

The timescale involved is similar to the expected timescale for Synairgen’s parallel P2 trials. The antiviral treatment is targeted to treat the early onset of CV-19.

“RHB-107 accepted for inclusion in ACESO's PROTECT adaptive platform trial for early COVID-19 outpatient treatment to be conducted in the U.S., Thailand, Ivory Coast and South Africa

The substantial 300-patient Phase 2 study, predominantly funded by the U.S. Government Department of Defense's Joint Program Executive Office for Chemical, Biological, Radiological and Nuclear Defense (JPEO-CBRND), has received FDA clearance to start (expected Q3/23) and is estimated to be completed by end of 2024

If approved, RHB-107, a novel, oral, once-daily, broad-acting, host-directed antiviral is expected to act independently of viral spike protein mutations1, would potentially target a multi-billion-dollar early COVID-19 treatment market

RHB-107 successfully met the primary endpoint of safety and tolerability and delivered promising efficacy results, including marked reduction in hospitalization due to COVID-19 in a U.S. Phase 2 study2”

Dr Flic Gabbay's name does not feature in the 'declaration of interest' list at the end of the article. Perhaps being a NED of a tiny biopharmaceutical entity currently planning five small parallel P2 trials to commence sometime during next Winter doesn't qualify? Would Dr Gabbay need to be a Synairgen shareholder in order to have an interest to declare?

I totally agree Doc.Daneeka. There was no new information from the company to complement the rise. Consequently, it is unsustainable, and the share price should fall to previous levels.

LTIs are hardly likely to take notice of such froth. The share price is currently at around 1/30 of the pre Feb 2022 highs. Consequently, it will take a 3000% rise to restore it to those levels. A temporary 16% rise is of no value to LTIs, although advantageous to day traders who have timed their short term stake appropriately.

My only wish is that Synairgen are by now getting on with arranging the P2 parallel trials. There is no way of knowing that this is actually happening and we have to trust them to keep to their word. I am weary of the CEO’s hyperbolic statements, with little to substantiate them subsequently. I would prefer to receive short progress reports informing investors at appropriate points during the execution of the latest strategy

I received this message today:

“Many thanks for your enquiry ……………….,

Interferon beta may have potential in a range of indications, including MS, for which patients take injected forms of IFN-beta, as highlighted in the article you have shared.

Synairgen remains focussed on developing SNG001 for the local affects of IFN-beta in the lungs for the treatment of severe viral lung infections. There are no current plans to target MS.

Best regards,

Lucy”

The summer months are usually a quiet period for most investments. It doesn’t prevent investors searching for positive news, which might affect their portfolios. I continue to do just that, in particular with Synairgen, for which my portfolio devaluation is currently the greatest.

It is unlikely that there will be meaningful developments for several months, until we receive an update about the commencement of the parallel P2 mini trials?

There has been practically no publicity on LinkedIn/ twitter since Brooke Clarke left the company. Was she also responsible for updating the website?

This is currently in need of attention. For example, the section on Corporate Governance. I refer to Principle 1, which is very important for investors. This has clearly not been updated from the time that the Sprinter trials were being conducted. This concludes with the following: “The strategy is reviewed annually and more frequently if circumstances dictate.”

Clearly, an area in need of attention for Mr. Shaw and the BOD perhaps?

I may be nitpicking here, but believe that future Synairgen investors are more likely to view the company seriously if the freely available information released by the company is regularly reviewed in line with the most recent developments.

Perhaps, I am grasping at straws here? Synairgen have established links, and potential partners in the US. I wonder whether they would be able to take advantage of this piece of legislation, bearing in mind the clearly identified need for their product? The well established safety record from previous SNG001 trials would be a major factor in any future trialling of this description.

https://www.congress.gov/bill/117th-congress/senate-bill/1644

The Promising Pathway Act is a new law designed to take drugs to patients much quicker. It does away with the need for a P3 trial. With conditional approval after P3, it cuts off 95% of developing the drug. Every patient that uses the drug while it’s conditionally approved has to be followed in a registry as if they’re in a clinical trial.

We are still not receiving the investor interest that this company surely now deserves? Evidence for its potential is being accumulated and regularly shared.

Am I being too optimistic in thinking that there are large entities who are probably interested in acquiring IB’s diversified portfolio?