Member Info for The_Paladin

Thanks Docdaneeka.

I too appreciate the LinkedIn facility, which Brooke Clarke recommended in a previous private communication, which was shared (with her permission) on this forum.

Presumably, I only took the US contact service on board very recently as I am by now anticipating some long overdue information from the US whenever it arrives?

I also note that Leroygamble responded to my original comment from a thread which originated from a green rectangle on my screen. I suspect that the thread source may well be the deluded one that he/she alluded to in the header?

ATB.

Not a wind-up from a deluded investor Leroygamble. I am as much of a realist as the next person, and appreciate the need for another P3 equivalent trial as soon as possible.

I was merely pointing out that it is now possible to receive Synairgen updates directly via e-mail. This is a plus for me on busy days; others might also want to take advantage of this facility?

I totally concur with the previous perceptions stated in this thread. A reassuring update from Michael Schmainda, confirming that product development, sales, and the ongoing trial remain on track.

It would appear that the recent share price action is a distortion of reality, and investors should see a massive share price correction in due time. I look forward to the upcoming conference season, and to see what emerges from it?

GLA.

Now that the interim review, and the associated interview have been aired, I look forward to further meaningful issues being raised and discussed on this board again. I did not appreciate the unhelpful banter from the attention seeking crew that sailed into this forum on a ship of fools yesterday. I welcome any relevant issues, positive or negative, but was disappointing to end up with so many green rectangles on my screen yesterday evening.

Synairgen Comms has been criticised in the past, mostly due to a lack of information to investors. During the last six months or so, the Synairgen team have been very industrious and the recent cluster of announcements shows how much has been achieved in a short space of time. Synairgen’s in-tray has been cleared and the company is ready to move forward again.

Brooke Clarke’s suggestion regarding the Synairgen LinkedIn page was useful. I received three notifications via LinkedIn - yesterday’s update and presentation, and Dr. Monk’s presentation this week in Cambridge - in my e-mail this morning. These connected seamlessly with the relevant Synairgen website page.

I note with interest an addition? to Synairgen’s contact list at the end of each announcement:

MKC STRATEGIES, LLC (US Media Relations)
Mary Conway
MConway@MKCStrategies.com
Tel: +1 516-606-6545

Whether this is new, or something that previously failed to attract my attention, I am happy to see it in place. The US may play an important part of Synairgen’s near term development, and it is reassuring to see this contact in place.

From her LinkedIn profile, she will add experience and energy to the Synairgen team. Here are few headlines from a successful career over four decades as a well respected pharmaceutical physician in drug development:

* The Founding Partner of tranScrip. Over the last 13 years, she has led several MAAs, NDAs and multiple innovative projects and drug registrations for over 250 of tranScrip’s clients.

* She has held a number of senior and CEO positions in big pharma, biotech and CROs in both Europe and North America. She has extensive experience of working on the development, submission and launches of products in infection, respiratory disease, arthritis, immunology, chronic kidney disease and oncology.

* A committed entrepreneur, she was founding Chairman of the steering group that set-up the UK Faculty of Pharmaceutical Medicine (FPM) and recently took office as FPM President. She was elected to drive more interest in the treatment of infection, investment in women’s health and to support innovation in and raise standards of pharmaceutical medicine.
https://www.fpm.org.uk/about/

* In 2020, she was awarded the Fellowship of the Academy of Medical Science and is passionate about bringing pharmaceutical medicine into mainstream medical science, and its application to public health.

I must be one of the few investors on this forum who was reasonably happy with today’s update.

The interim statement was as expected. It comprised of a concise summary of recent updates, and the cash position was in accord with my prior expectation. The company is in the same place as it was yesterday; today’s market reaction had little or anything to do with LTI’s, and more to do with short term speculative traders, and others. Their expected information did not materialise in their time frame, and so they moved their capital elsewhere?

Am I alone in thinking that Richard Marsden gave a good account in his PI interview? The company has taken a change in direction and it’s broader future aims were clarified and reinforced by RM during the discussion.

The next step is to get SNG001 on another trial by whatever means? If negotiations of any description were currently underway the company would not be able to divulge any information until agreement between the parties concerned had been reached. We remain hopeful of upcoming news on that front?

My major disappointment at present lies with the NIH’s neglect in providing feedback on the Activ-2 data? I can envisage how this has happened, but it does seem wasteful that data, which would add to Synairgen’s case for a JV or a trial has not been processed in 10 months.

Every individual is welcome to her or his own opinion. Unlike some quarrelsome contributors, I refuse to engage in unhelpful dialogue, and would only argue if it led to a degree of helpful clarification. Instead, I will be reviewing my list of filtered contributors. Strangely, I will bring some back to my screen, but many will be filtered. I would expect them to do the same with my contributions if they were as irritated by me as much as I have been by some of today’s comments on this board.

Another small bear raid. There is something unsavoury about the current share trading trend, albeit at relatively low values.

I am now questioning my judgement ? The case for investment remains sound, but an unbiased observer might think that there are questionable manoeuvres going on behind the scenes? The potential of IB’s products shouldn’t have resulted in the current share price IMO?

Doc 83. My strategy since Feb 21 has been similar to yours. I have effectively doubled down since then and reduced my break even price to 83p. Just over two years ago when I was buying shares at that price, I thought that I was getting a bargain.

Ghia. IMHO, you will be proven right about time scales. Synairgen have put in a solid shift over the last six months or so. There is by now a good portfolio of data in place to attract attention. We are far more likely to receive an invitation for a JV or a PT than six months ago. I do not see either imminently falling into place, but visualise either possibility following a period of negotiation.

My preferred conclusion to my investment would be via an acquisition. This is selfish, as it would mean that I wouldn’t have to decide on the best time to sell.

Let us all hope for a positive announcement from the company tomorrow to start reversing the current share price trend. Then, onwards and upwards as new developments start to unfold.

ATB.

Does it matter whether Paul Tomlinson is remaining with the company or moving elsewhere? I have just glanced at his LinkedIn profile. He has only been with Synairgen for just over a year, and held his previous position for far less time than that. He has moved around between appointments more frequently than most executives in my experience .

Mr. Tomlinson holds a senior VP position at Synairgen. Surely if he was leaving, his departure would be announced? Moreover, if a replacement was being sought, the company would be looking to appoint someone with the same job title, and job description? My best guess is that an additional MOS is being sought to support the anticipated tasks that will need fulfilling in a very important section of the company? All IMHO. DYOR etc.

I have just received a LinkedIn Synairgen e-mail about the latest recruitment. I was under the impression that the Senior Medical Writer position had been processed months ago?

The Director of Quality post hasn’t been created without something concrete underpinning it ? As someone commented earlier, the company cannot advertise and fill this position on the chance that they may be offered a Platform Trial, or that they may be approached by BP regarding a JV?

They are not going to add to their cash burn unless there are serious negotiations underway which will necessitate these new positions within the company? The message on LinkedIn is optimistic, and so am I. Our current situation will eventually turn around and improve. Next Thursday’s update should give us some idea about what lies ahead?

This RNS is immature in its style and structure. It gives no detail beyond broad brush strokes. Who exactly are the employees, who have been granted these options? How many have been awarded to each employee? What targets need to be met before employees can claim their options? The document looks as though it has been dashed off in five minutes.

More importantly to all investors, it would be useful to know the direction that TB is taking the company? We have received updates, which are impressive in themselves. It is time for the company to inform investors of the consequences of these actions, with added time scales. About all that TB and his family are delivering at the moment is a rapidly declining share price. The company and TB are rapidly losing investor confidence.

Thank you Feef56. A good article, which sets the tone for what might emerge in the coming months? My family have only recently got back to anything approaching normality in our lives, but we still continue to remain vigilant, particularly in crowded spaces.

The following article discusses the same theme, but in greater detail. The choice of language is questionable in one or two places, but the science is clearly discussed. The narrative currently propounded by President Biden and Dr Tedros is questioned? I suspect that other experts may also challenge their lack of restraint?

https://www.thailandmedical.news/news/sars-cov-2-presents-its-fall-and-winter-2022-variant-collections-featuring-ba2-75-2,-bq-1-1,-bw-1,-xbb,-bu-1,-br-2,-bm-1-1-1,-ca-1,-bj-1-and-bn-1

https://journals.plos.org/globalpublichealth/article?id=10.1371/journal.pgph.0000231

The final paragraph seamlessly aligns with SNG001’s efficacy, and method of treatment.

“Through a systematic mapping of the existing literature on the use of IFN-based agents, including TLR-agonists, for human viral respiratory infections, this scoping review provides insights on the existing literature and highlights key gaps, with an eye for epidemic preparedness for the future. IFN-based agents warrant further research, particularly on the administration routes, efficacy, and biomarkers, including IFN signatures, autoantibodies, and gene alterations that may impact patient response. Several studies investigating the use of IFN-based agents in viral respiratory infections, including for SARS-CoV-2, are ongoing, signaling the potentially promising role of IFN-based agents in mitigating future viral respiratory epidemics.”

I remain puzzled by the continuing drop in share price. The volume of shares traded is negligible; we have been served with a negativity sloping share price graph throughout the year.

The enthusiasm within IB has waned. We haven’t been served with a promised 3 monthly update fromIB’s CEO since January 27? When will we be given an update on sales and revenues from the company’s innovative products? I was under the impression that our core USP was in providing accurate diagnoses from the images resulting from scans using AI? Why then is a Zoom like product necessary to share expertise during a diagnosis?

It is concerning that the company’s executives are allowing the continued share price decline apparently without responding to it?

Andrewpcapp, Alkin.

*I know little about this process. Are we hypothetically considering an ‘acquisition’ of a business?

* Various reasons are listed as to why a company might want to acquire another company? The most relevant, as regards Synairgen would be:
“Sometimes it can be more cost-efficient for a company to purchase another company that already has implemented a new technology successfully than to spend the time and money to develop the new technology itself.”
IMHO, Synairgen would be a better fit in the portfolio of a large pharmaceutical company, rather than being acquired by TFG Asset Management UK LLP?

The characteristics of the acquisition process may be summarised thus:
a)An acquisition is a business combination that occurs when one company buys most or all of another company's shares.
b)If a firm buys more than 50% of a target company's shares, it effectively gains control of that company.
c)An acquisition is often friendly, while a takeover can be hostile; a merger creates a brand new entity from two separate companies.
d)Acquisitions are often carried out with the help of an investment bank, as they are complex arrangements with legal and tax ramifications.
e)Acquisitions are closely related to mergers and takeovers.

* Synairgen have updated the analysis of all their existing trial data in recent months. The promising outcomes increase the likelihood of a Platform Trial. ( I have discounted Activ-2 P2 results. Should they finally emerge, they will be a valuable addition to the existing data ).
* The PT is essential. The company cannot progress without one. Should Synairgen be successful in negotiating a P3 Platform trial, this will be viewed favourably by the market. The stock price should increase as a result.
* Additionally, taking into account SNG001’s potential as an effective treatment for the symptoms induced by multiple viruses (LC suppression is a major consideration here), the viability of an acquisition then comes to the fore.

Should the above possible scenario emerge, the acquisition price will be considerably higher than the highest price in the preceding 12 months come next February?

As previously stated on many occasions, I have no idea as to what may happen in the coming months? However, there is no good reason to be unduly pessimistic at this stage.

I have just read your comments Aether, and have already acted accordingly. I certainly won’t be rolling in the mud with any of them. They have all been placed in sanitised green rectangular enclosures, and that is where they will remain.

I am hoping for more good news next week to consolidate on our recent positive updates. There has been no improvement on the share price yet? I remain as confident as I can be that it will eventually follow.

ATB.

Good summary Docdaneeka. Very eloquently put, as always.

In response to your recent comment, I had no intention of going away, but have rebranded my pseudonym, purely because I misspelled it the first time around. There are currently more green rectangles on my screen than before. This is a good development, as I visit bulletin boards to gain information from talented individuals, who are well qualified to discover and summarise it. Certainly not to receive snide remarks from those who sadly choose to misjudge and misrepresent the intentions of others without any justification? I hope that Ghia will also continue to contribute following an unsolicited three pronged attack yesterday evening? He was more than a match for his distractors on that occasion.

The behaviour from some on here is puzzling, and vaguely reminds me of that described by Douglas Murray in his book “The Madness of Crowds”. Not strictly the case here, as the numbers, who choose to behave oddly are relatively small, but similar, nevertheless.

I remain hopeful of more positive incoming news in the short to mid term, which will hopefully lead to a successful outcome for all investors in the future. Perhaps we will all meet to celebrate our success sometime in the future?

ATB

Importantly, how reliant is Synairgen on those Activ-2 P2 results in order to achieve an invitation to a Platform Trial? I fail to understand the delay in the NIH completing the study, and sharing it with Synairgen? The initial analysis of that small study was of sufficient quality to grant access to an Activ-2 P3 trial. It’s quality won’t have diminished since then.

Synairgen has a good collection of data at its disposal to justify a PT. Much of it has surfaced during recent months, and has brought the company back to the fore. Additionally, there is more expected from the Post-Sprinter Long Covid study next month, and the enhanced Sprinter outcomes will be neatly summarised in a peer-reviewed paper. It is reasonable to expect that the publication will soon be with us.

I really don’t see what more there is to be done? RM and his team have done everything possible to ameliorate the unfortunate Sprinter outcome from last February.

Doubtless, investors will know more in a week’s time, when we will receive the scheduled update from the company.

…. for Richard Marsden and his team of senior executives.

“I found Rome a city of bricks and left it a city of marble”

Octavian Augustus.

The last quote was intended for the member of the ruling junta, who has just filtered me. I have reciprocated by filtering that shining little wit.

“What we wish, we readily believe, and what we ourselves think, we imagine others think also.”

Julius Caesar