Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
MrCosts, unfortunately for us RM seems to have a policy where he will only update investors on what he is legally obliged to. My personal opinion is similar to yours, more updates via twitter or other platform would protect the SP and reassure us PIs and the wider market that things are progressing.
If A2 goes well and progresses and we get EUA in the states, would this mean that SNG001 can only be used in the setting it was trialled in? With EUA could SNG001 be administered to hospitalised patients or would further trials need to happen for use on hospitalised patients?
Ghia, Iv prob read the same article you have, these people likely let their guard down with a false sense of security and were either infected soon before or after their first dose. That’s no knock on the vaccine, that’s just people being careless or unfortunate enough to catch the virus soon after their jab. I agree that yes the vaccines were designed to protect from the original wild virus originating from wuhan and yes a booster is likely with uk suggesting they hope a booster is available for autumn.
Schrow, seems like you wanta believe the science when it comes to SNG but not vaccines. All evidence so far shows the vaccines are highly effective in protecting from hospitalisations and this where our drug is most effective, what you are claiming is equally a myth untill proven otherwise.
Soonbetime - what you just said is exactly my thoughts also, by the time SNG001 will be ready for market there will most likely be other treatments also coming to market and like you mentioned most of the western world will be fully vaccinated with 2 doses and potentially a booster targeted at variants of concern. The market in the developed world will be minuscule and the treatment won’t be feasible for poorer nations. We are left hoping countries will stockpile but I can’t see that happening the world is forgetful and once the pandemic passes nobody will care. There’s also no proof SNG001 can treat other viruses so if there is another pandemic let’s hope for the sake of humanity the company has been bought out because my faith in the company is shot after watching that presentation.
Gkb47, fully agree. Other than the obv one of the reasons was that I wanted to invest in a company that would save thousands of lives but reality is that this is now a fairy tale now due to vaccines. By the time readout for phase 3 is ready majority of western world will have been fully vaccinated with both shots and potentially a 3rd booster targeted at variants. Case numbers and hospitalisations will be minuscule.
On your point of big pharmas sniffing around I also agree, many on here have said there are big pharmas in negotiations with sng but I’m still yet to see any evidence to support this claim.
Going to assess my position over this weekend to sell out or hold.
Matterhorn, I get that but surely if the company viewed home use as an “insurance policy” and that it wants “fires to put out” they as the owners of the treatment should have pushed to be in activ-3 if they knew this is where the treatment would be most effective, surely the FDA would consider it, just because the FDA invite you doesn’t mean it’s their way or the highway surely synairgen should have put their case forward for activ3, yes we already have a phase 3 for hospitalised patients but who knows when we will see the results, recruitment is not at sprinting level more so of a gentle walk.
Thanks Matterhorn and Mike109, the thing that is baffling me is RM has stated the Home arm was an "insurance policy" so why enrol in ACTIV-2, surely they should have pushed to be in ACTIV-3 which is for hospitalised patients.
ACTIV-2 has a cohort of anyone with a positive test aged 18+, this is quite different to SG016 home trial which was anyone aged 50+ with a high-risk comorbidity and even then we didn't see blockbuster results.
In light of todays RNS, how do you all feel about our ACTIV-2 trial? Do you think we are in jeopardy of not progressing to ACTIV-2 phase 3 seeing as SNG001 looks to be most effective in Hospitalised patients.
Makes me wonder that if the home trial was a "insurance policy" why were we enrolled into ACTIV-2 and not ACTIV-3? Is it possible that after we hear news on initial 220 patients in phase 2 ACTIV-2 we can be moved onto ACTIV-3 phase 3?
Once we have news on Activ2 and Home Trial, overall we have data set of approx. 440 patients. Bearing this in mind, is it possible a meta-analysis can be carried out by regulatory bodies to grant EUA based on data from 440 patients on the assumption there are no hiccups with safety or efficacy?
Hospital arm - 100
Home arm - 120
Activ-2 - 220