Member Info for TLWilliams.

I remain disappointed at the stagnant situation with this company since the good progress made last year was derailed by an underpowered trial.

The response of Synairgen since then has been that of a small research company. Sadly RM, before the share price collapse, with a surplus of investor capital at his disposal, was under the illusion that he was the CEO of a major company. He set about hiring very competent expensive executives with production and marketing in mind. Surely, this could have waited until a positive trial result was confirmed?

RM, rarely seen or heard since his epic failure, has stated that his unnecessary hires were essential to the company in order to assist with negotiating places on platform trials.
Sadly there has been no evidence that RM and his fellow executives are working hard at haste, or that there has been any progress with the negotiations?

They have had nearly six months to sort out their mess. In just over another six months, it will be theoretically possible for a suitor to table a bid for around 30p a share to buy the company, with the distinct possibility of a very valuable drug in their pipeline?

Meanwhile, the only evidence. We have that the vastly overpaid RM and his highly remunerated team are getting anything done are their words from the AGM.

The potential is there in spades. The scientific evidence underpinning SNG001 is momentous. Surely, it is high time for RM to deliver?

Thank you for sharing TraderNick.

Brooke Clarke has re-iterated verbatim what we already knew. The dialogue between the company and external platform trials is “ongoing”. It suggests that the next major piece of information is likely to be the outcome of the A2P2 trial, or the issue of the Sprinter LC data analysis.

It is good to see other investors with a sizeable holding expressing concerns about the time that the company is taking to move on from the Sprinter outcome. I shall undoubtedly be happier when there is an RNS announcement, which has a positive impact on the share price. Our long wait continues for the time being.

ATB and GLA

officemanager.

As a heavy investor in that unfortunate category, I do not find the comment too offensive. This is because I conducted careful research on SNG001 for well over a year. Consequently, I viewed my position as a missed opportunity rather than an outright loss. I believe that investors who have held their stock since Feb 21 will eventually see a complete recovery. My opinion only based on scientific facts; whether this transpires remains to be seen?

The statement concerning the presentation on the full year results at 12:00 today is virtually identical to the one from 6 months ago. It does not look as though we will receive major news later today. Surely, it would have been RNSd were that the case?

GLA

Manifesto.

Your reading of the situation is sensible. The main question that arises is concerned with the quality of the re-analysed company P3 data? Presumably, looking at the worst case scenario, should no significant new insights emerge, there is no need to provide an RNS? On the other hand any positive facets could well curry favour with the market? I am more optimistic about the ACTIV-2 P2 data scheduled for next June. If it can be combined with all the company data, and presented well, there may be enough to submit an EUA application? Otherwise, I am confident that there will be enough to enable the drug to progress to another P3 trial (Platform or ACTIV?)

In my view, the company team that oversaw the Sprinter trial needs to be replaced with specialists to ensure that they get it right next time. Two failed trials in succession does not inspire confidence. A considerable amount of capital has been wasted on the Sprinter trial, which should have been properly designed to meet with the designated endpoints. Richard Marsden's judgement, in focusing on employing costly staff to manage post-trial procedures, is now questionable? This is only because he did not have the right company personnel in place to oversee the P3 trial to ensure, as far as possible, that it succeeded. Perhaps a specialist should have been hired for this most important rôle?

The current situation will not be resolved quickly. I am hoping that Polygon will step in, and influence what happens in the immediate future? Synairgen's personnel have made too many mistakes in the last year, and greater care will need to be taken from now on if the company is to be successful.

Good fortune to you and all Synairgen long term investors.

sativa.

Unfortunately, Barack Obama's alleged pre Presidential election comment about Joe Biden, currently applies to the way that Synairgen has performed, thus far, in its last two trials:
"Don't underestimate Joe's ability to (expletive) things up"

I am hopeful the Synairgen team will have profited from the calamitous consequences of the Sprinter trial, and will be more careful with future RNS communications. As the deep-dive data analysis is their own initiative to ameliorate the result of a failed trial, am I right in assuming that there is no need to communicate further negativity to the market? Consequently am I correct in that either positive news will be forthcoming, or no news at all? Personally, I am pinning more optimism on the release of the results of the ACTIV-2 P2 trial in June. The fact that they enabled progression to P3 is sufficient to suggest that this independently conducted trial resulted in positive outcomes.

Good fortune to all long term Synairgen investors.

HelloSanDiego.

You apparently need to learn to apply some lateral thinking skills before leaping in to judge the opinions of others? More thoughtful contributors, who possess these skills knew exactly what I meant yesterday. Looking at your history, you appear to revel in judging the opinions of others. Perhaps you should volunteer your own opinions if you think you can do better?

Good fortune to all long term Synairgen investors.

Rare_Groove.

This is a well-conducted bulletin board for IQ-AI investors. I doubt whether you are invested?

It would be appreciated if you paid attention to your spell check, and gave brief reasons to qualify your perfunctory comment. Producing harsh rudimentary judgements concerning a company you apparently know nothing about amounts to unintelligent behaviour, and should be dismissed as such.

Good fortune to all genuine IQ-AI investors.

Six out of the last eight posts on my screen are "green coffined". I am not inclined to check, but I suspect that they are a re-iteration of previous arguments connected with failed trials? Also warning future investors to stay clear of Synairgen as a consequence of the trail of bad news that has been dispensed by the company this year? They needn't be too concerned on that score. Investors with fresh ISA funds at their disposal are unlikely to invest their capital here. If I was not heavily invested and significantly underwater, it would not be an option for me.

Richard Marsden has himself to blame for the current situation. Apparently, he entrusted the Sprinter trial to long standing and trusted company associates? Meanwhile, his time was taken up in setting up for the post-trial phase? Expensive hires were brought on board, and suitable enterprises were sought to accomplish the latter smoothly? At the time, this seemed perfectly reasonable to investors. We all incorrectly assumed that the Sprinter trial was a done deal. SNG001 was bulletproof and it was all just a matter of time? How wrong we were.

The major flaw lay with the setting up of, and due process with the Sprinter trial. We all now know that the design was flawed. The company executives overseeing the trial hadn't done their due diligence. There was a lot at stake and they should have done better. Like a Premiership manager, Richard Marsden has to take full responsibility for the grave errors made. This was a huge spend in terms of the budget of an embryonic company.

There is however hope for investors like myself, whose Synairgen portfolios are in a highly distressed state:
1. The outcomes of the extended Sprinter analysis, which should by now be drawing to a conclusion.
2. The Activ-2 P2 data, when it emerges next June.
3. The company may decide to wait until they can combine 1. and 2. in order to have a more meaningful data set.
4. The interest shown by Polygon in raising their stake to 25% following the failure of the Sprinter trial to meet its endpoints.
5. The apparent recent interest shown by an U.S.A. investor?
6. 4. and 5. combined might result in a takeover bid?
7. Possible progression to another Activity trial (a long term initiative)?
8. Possible progression to a platform trial?

The purpose of my post is to communicate to our unwanted and non-invested visitors that there is little point in their activity other than in seeking attention, and self-gratification. We are only too well aware that Richard Marsden and his trial team have failed the company. There is some hope of redemption for them. However, the jewel in the company's crown is SNG001. My hope is that the latter will attract a suitable takeover bid to quickly bring the product to market, and to restore some capital to investors' portfolios currently suffering a significant depreciation.

Regards and good fortune to all Synairgen long-term investors.

Well said Manifesto. This is what I was thinking all along!

Regards and good fortune to you and all Synairgen long term investors.

5% (US buyer) + 25% (Polygon) = 30% => A T/O bid.

SNG001 has enormous potential, which would be in the process of being realised by now had the Sprinter trial been properly planned and executed? My dream scenario above with a T/O @ £300m - £400m could be very profitable indeed for a large pharmaceutical company.

Good fortune to all Synairgen long term investors.

Great summaries MrCosts.

I have always respected your contributions. I totally understand your point of view, as I have landed myself in a similar position. It is best to remain optimistic for the time being. Should the deep dive data prove to be positive, it will give RM et al a shot at redemption. Their focus should be on getting their product to market, and not on academic matters like a peer review of their trial data? Unless of course the latter contributed to the former.

Good fortune to you and to all Synairgen long term investors.

Since the rapid descent of the share price to the current trading range, there has been a considerable amount of information supporting the case for holding my investment in Synairgen. For example, the posting history of Titania, Tommy, and Brand, as well as the report back from another forum supplied by Beforegolf reveals a wealth of unbiased supportive information.

In my opinion, it is best to focus on the aforementioned information and more of the same at the present time. I refuse to read contributions from trolls, as it is best to remain positive as long as the share price remains at its current distressed level. In my opinion, there is a long road ahead. Consequently, I would recommend to all long term holders to filter the more obvious trolls - B and W spring to mind. It is probably best not to reply, or even mention them. It only serves to feed their egos and maintain their presence on this board. They are best when filtered, just like my morning coffee.

Good fortune to all long term Synairgen holders.

Tommy,

"It’s all over, it’s a cold"

I take it that that was from one of the two regular short-term sellers that I have green coffined?

As well as the situation in China, the UK is not complying to our shorters' playbook.
https://coronavirus.data.gov.uk
The number of hospitalisations are worrisome, as people suffering from other serious life-threatening conditions are not being treated. Surely, this situation is not the result of patients with common cold symptoms?

Good fortune to you and all Synairgen long term investors.

FTC7.

The latest update that investors have regarding ACTIV trials states that discussions are ongoing.

From RNS on Mar 17, 2022"

" The development today is due to the significant shift in the nature of the pandemic which would necessitate a substantial modification of the study design not feasible in this multiple treatment-arm, platform trial.
Due to these changes in the pandemic, a new clinical trial design is needed to evaluate the efficacy of SNG001 against COVID-19. As a result, lead investigators from ACTIV-2 and Synairgen are in ongoing discussions to try to identify an appropriate clinical trial to continue the evaluation of SNG001."

Until investors hear otherwise, the potential for further ACTIV trials exists.

Good fortune to you and all long-term Synairgen investors.

Thank you xviolet,

I followed up your earlier contribution with some background reading to bring myself up to speed. There are many online references and several of the larger pharmaceutical companies have addressed the issue.

I found this article from three months ago useful, as it is relevant and accessible. With apologies if it has already featured in a previous thread.

https://www.idsociety.org/science-speaks-blog/2021/is-omicron-becoming-a-second-sars-cov-2-pandemic/

Regards and good fortune to you and all Synairgen investors.

Whenever Woodstock or Burstead post nowadays, it is a bit like the arrival of Mysteron agents in the Kids’ TV series Captain Scarlet. It is as though they are competing to play the role of the villainous Captain Black? With regret, I have filtered both.

If I wished to seek negativity, I would return to “that RNS”. Instead I choose to read the excellent contributions on this board of late. If the next RNS from the company is a positive one, the situation will undoubtedly improve.

Tommy.

Thank you for sharing your thoughts. I retain a similar optimistic view as to the future possibilities, although I believe that the sooner that SNG001 is under more capable ownership, the quicker it will come to market. The pandemic is still with us, and Synairgen's therapy could well have an important part to play. I am hopeful that the data will be presented by the end of the month, but will not be too surprised should it take longer? Investors will then have a better idea as SNG001's future trajectory.

Good fortune to you, and all Synairgen investors.

Hi Kevin,

I totally agree. The company's record suggests that it does not have the inclination to complete a task in a reasonable time. Some contributors maintain that as the current task is being undertaken externally, then Synairgen has no control on the time scale? I find this odd.Surely the external company is communicating interim statements on a regular basis, and not merely presenting a summative report at the conclusion of the process? Judging the quality of previous RNSs, one could presume that the company had only taken a perfunctory glance at the conclusions of the analyses of trials, before hastily dashing off a pessimistic report to the market? I am basing that comment on the P2 Home RNS and webinar, in addition to "that RNS" on Feb 21.

Regards and good fortune to you, and all Synairgen investors.

Apologies red381.

I got my maths a bit mixed up. It should have read 1.8m not 180K.

5.5p is a good average buy price. I bought too soon and am averaging at just under 8p a share. The depreciation of my shareholding is irrelevant, as I am invested for the long term. Like you, I am keeping an eye on any interest from google or possibly another large AI entity who might harbour ambitions to extend the range of their services? My plan is to sell 50% if and when the share price reaches >16p to recover my capital, and then to continue to hold 300K "free" shares and see what develops?

Good fortune to you and to all IQ-AI investors.

Titania.

Thank you for sharing. Without exception, I have found your frequent contributions to be valuable sources of information.

Good fortune to you and to all Synairgen investors.