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Good spot Fruitsnveg,
These theories have been advanced previously. It was interesting to note how quickly Merck have leapt in to defend the integrity of their product.
To quote from that article:
Merck told the FT that Haseltine’s “unfounded allegation has no scientific basis or merit”.
“There is no evidence to indicate that any antiviral agent has contributed to the emergence of circulating variants,” said a Merck spokeswoman.
Regards, and good wishes.
Why would that message have been deleted? There is plenty of evidence to confirm the truth of that statement.
Synairgen has been built on a foundation of truth and hard evidence, unlike so many products from major pharmaceutical companies over the last year or so.
I have read a great deal about Professor Sir Stephen Holgate over the last year. He has produced a considerable body of work over time, and his professional reputation is immense.
I am reassured that high quality individuals, like Sir Stephen, are still being rewarded due to their high level of personal achievement, and not, like less deserving individuals, for their connections with the UK Government, or the UK Royal family. (Both of these institutions are rapidly losing credibility.)
When one considers the ease which some less deserving individuals have been awarded knighthoods, Sir Stephen should have been awarded a peerage.
Not a laughing stock, but heavily traded for the time being, hence the fluctuations around the current low share price level.
Mr. Duffin may yet pull a rabbit out of his hat? Until this happens, there is no reason to suppose that the share price will venture out of the current trading level.
It is worth pausing and reflecting on the uncertainty that had been created around Synairgen, when the share price was at a year low in late 2020 ; at around £1 per share less than it is today.
https://www.hl.co.uk/shares/shares-search-results/s/synairgen-ord-gbp-0.01/share-charts
At the time, an over optimistic and naive narrative had been created around the hopes that the vaccination programme would quickly dispel the virus spread, and end the pandemic. Sadly the dismissive inaction of the WHO and Wuhan Province officialdom had well and truly released the genie from the bottle in the last months of 2019, and the whole World has continued to suffer dire consequences since then.
I have kept all my Synairgen shares through thick and thin since late 2020. I have never doubted Richard Marsden's sincerity or his ability to bring the company's Covid trials to a successful conclusion and to take SNG001 beyond that point. The facts that at least two financial institutions are backing the project in a major way, and that Richard Marsden has assembled a multidisciplinary tram of experts to deliver the project to a successful outcome only reinforces my confidence.
I have shaken my head in disbelief at some of the comments on this board today, and in previous days. Sir Alex Ferguson coined a well known phrase to express the unease that he felt before big matches particularly at the end of a potentially successful season. I suspect that a similar unease is being felt by some investors with major holdings at the current time, hence some of the aforementioned comments?
My only advice at this stage is to encourage investors to revisit all the positive information that has been presented this year. I can understand the pre-results apprehension that some have, but not the unfounded nonsense that some are presenting on this board. All well-researched investors are highly unlikely to pay any attention, so desist from doing it please. Everyone has a right to contribute, but it would be good to limit it to sensible comments. If anything needs debating, let's set up a thread and do it properly. However, negativity for negativity's sake and no other reason is unacceptable to most on this board. I will merely green rectangle those "contributors" and will not dignify inappropriate nonsense with any response.
I look forward to a successful conclusion to my investment in 2022, and likewise wish all Synairgen investors well with their strategies, whatever shape they may take.
Widglide.
I agree with most of the points you have made, although I do not believe that the RNS was that bad. There was too much content, and insufficient detail presented. At this point (three months into his tenure as CEO), investors need to see a detailed strategy prioritising where he intends to take the company in the short term.
What he supplied did not amount to a strategy, and with all that unsubstantiated detail, he needs to be careful that he doesn't over promise and under deliver. Dr. Cave did just that earlier this year, and it is apparent on this bulletin board and elsewhere that Nanosynth investors are disenchanted with his insincere comments.
Regards and good wishes.
Synairgen's marketing strategy leading up to significant news seems to be following the path predicted by Brand in their RNS last Monday. Brooke Clarke, has upgraded the quality of Synairgen's communication considerable. Another excellent appointment to Richard Marsden's team of expert's.
Brand's comment:
"By putting previous work in the frame, re-introducing SNG to those in the know, creating content of your most important aspects (posters, presentations = easily sharable content), building up your SM and company profile, you can build bigger circles of awareness and start to break through to the mainstream, priming the market for P3 release a few weeks down the road.
I would expect the PR/marketing team to have a day by day (if not hour by hour) plan for the next 4-6 weeks. (and I'm really looking forward to watching it come together)"
Good morning Dr. Micho,
I had 4 out of 5 green rectangles. This has increased to 5 on the bounce since I filtered ExMS, because of his unnecessary antagonism. Shame, as he argued his case sensibly last week, but is now into personal attacks. I don't do that, and neither should anyone else on an investment forum.
Regards and good wishes.
I
Sharkie.
There is no way of telling. Logically, we should be receiving an update on masks firstof all, although my guess is as good as yours or anyone else's. I agree with poorinvestor, that given the number of avenues opened up by Mr. Duffin in his outlined future plans, there should be multiple RNS comments in the pipeline.
On the subject of masks, ExMS has returned with a link to a 30p, 3-ply, high-quality masks, which eradicate 99.9% of all BACTERIA. These are apparently mass produced (1.5m per day), but NOT of the same specification as Nanosynth's VIRUS killing product.
I was wrong about ExMS. He interacted sensibly a week ago, but is now back on the warpath stating that i am delusional (together with others on this board, although you have been left out of his ranting). You were right all along. He is looking for a response. I have no time to waste on this nonsense, and have consigned him to my green rectangle zone (as you originally suggested).
Regards and good wishes.
I am unable to find any post forum comments regarding Dr. Monk’s poster presentation. The content had already been verified well in advance of the event, so that there was apparently no update on current knowledge ?
It was a valuable opportunity to present our formative investment case, although our contribution was amidst dozens of others in that particular event. To my mind, it has had no significant effect on the share price.
Sharkie,
It is as it is . If Mr. Duffin had anything of significance to say, he would have said it in last week’s RNS.
To my mind, there are two issues regarding Nanosynth’s masks that need immediate clarification.
Firstly, the status of the Indian contract. Is there a mask manufacturing issue?, does the suppler lack the necessary funds?, or is it something else?
Secondly, an online seller claims that Nanosynth’s masks are being used by the DHSS? Immediate clarification of this would help to restore confidence.
The company is too quiet by far, and it is high time for Mr. Duffin to assert himself and make Nanosynth’s presence as a supplier of high quality masks felt both in the UK and elsewhere.
Regards and good wishes.
MORWENATRELAWNE.
There are already advanced air filtration systems in place which totally remove virus entities. The ones that I have looked at trap the entities and subsequently eradicate them using high energy ultraviolet radiation. My point here is that the simpler nano particle system conceived by Dr. Cave’s research group could be adapted for use in an existing system thus simplifying the process. Surely Dr. Cave must already be collaborating with air filtration specialist companies on this? Investors have been told that proof of concept has been established but no more than that.
Regards and good wishes.
Good morning Sharkie,
You are right in that the company has stagnated without significant news for too long. In his strategic update statement to shareholders last week, the CEO wrote about delivering value to shareholders In the short to medium term. No specific timeline has been issued. In my previous investor experience, this kind of time has been as long as 3 -6 months. Given that he has been kitchen sinking and re - organising the company for three months already, I would expect to hear something significant before the end of Q1 2022. That having been said, it is my opinion, which amounts to nothing if Mr. Duffin is as irresponsible as Dr. Cave in his promises? I am hopeful that this is not the case.
Regards and good wishes.
Quote from last week’s update:
Mark Duffin, CEO commented: "I am delighted to report that since joining the Company we have made rapid progress developing and beginning to implement our strategy which is designed to establish a firm foundation for the business. The Board is committed to generate shareholder value in the short to medium term. We will continue to keep stakeholders appraised as we achieve key milestones."
Sadly, the situation is unlikely to improve in the short to mid term, and I prefer to adopt a guarded approach based on the opinion of respected scientists, than to pay too much attention to politicians, who have a number of agendas to pursue, all at the same time. Here is what Dame Sarah Gilbert had to say in this morning's Daily Telegraph. It is balanced and makes for a sober read.
" A future pandemic could be more contagious"and more lethal than Covid-19", Professor Dame Sarah Gilbert has warned, urging against complacency when preparing for new disease threats.
Delivering the 44th Richard Dimbleby Lecture Dame Sarah, the co-creator of the Oxford-AstraZeneca coronavirus vaccine, said the scientific advances made in research against fighting deadly viruses must not be lost.
"This will not be the last time a virus threatens our lives and our livelihoods. The truth is, the next one could be worse. It could be more contagious, or more lethal, or both."
She went on to add: "We cannot allow a situation where we have gone through all we have gone through, and then find that the enormous economic losses we have sustained mean that there is still no funding for pandemic preparedness. The advances we have made, and the knowledge we have gained, must not be lost."
So far the coronavirus has killed more than five million people and infected at least 265 million. But Dame Sarah warned that "this pandemic is not done with us" yet, amid mounting fears of the threat posed by the omicron variant - which has now been detected in more than 30 countries across the globe.
Thanks for your detailed comments Brand.
I know little about marketing, and you have given me a clearer picture as to what is most likely to happen in the run up to the anticipated data readout. It will keep Brooke Clarke, and her team, very busy indeed over the coming weeks. It is good to have someone of her calibre on board.
(Brooke Clarke joined in September 2021 as Head of Communications, bringing more than 30 years of strategic communications and corporate affairs experience. From 2016-2021, Brooke was global head of communications and corporate affairs at the FTSE100 company Hikma plc, and prior to that she held several senior communications roles at Shire plc from 2011-2016 including leading CSR, internal communications and corporate brand. Prior to joining Shire, Brooke worked as a communications consultant in New York and London advising companies including Procter & Gamble, the World Economic Forum and Starbucks, among others. She is a graduate of the University of Michigan in Ann Arbor, and received an MSc from Birkbeck, University of London.)
Regards and good wishes.
Thank you DPC1825.
Like you, I have also seen something similar with other pharmaceutical stocks.
Today's virtual forum is the 8th ESWI Influenza Conference.
Dr Monk's presentation is entitled " Clinical and in vitro Data on the Antiviral Activity of SNG001".
He is drawing attention to the fact that nebulised SNG001 is a broad spectrum anti-viral treatment, which could, pending a successful Sprinter trial readout, most probably be applied to treat the symptoms of influenza, as well as a range of other maladies, in addition to all the Covid variants.
This would lead to yet more trialling, although Synairgen are by now well versed in conducting their own trials, and have employed a team of experts to expedite the process.
Regards and good wishes.
Tattyhead2.
I totally get your point of view but do not see it as an act of desparation. My view is that, given the fact that we are approaching a climactic readout, it is an opportunity to draw together all the current facts about SNG001 in one place, and to present this information to a receptive and interested cohort.
In other words a "warm up act" to keep potential investors, and customers, interested in the fact that there may well be major news in the pipeline?
My thoughts entirely. I most probably know far less than most experienced long-term investors contributing to this board?
Regards and good wishes.
Sharkie,
I will repeat my thoughts about Dr. Cave's prolific publications output. They add a great deal to his credibility as an academic in the nano-technology field , but sadly contribute little to Nanosynth's investment case as things stand.
A lot is said about Dr. Cave on this board, but how significant a presence is he in the Nanosynth boardroom?
United Guy corrected my misassumption when I wrongly stated that he was Nanosynth’s CSO? Apparently, he hasn’t taken up the position yet? This explains how he has the time to be a co-contributor to so many research papers at his University.
Research papers add to existing knowledge, but we cannot assume that they will lead to patentable products of any value to Nanosynth?
When Dr. Cave was a guest on a podcast earlier this year he gave the impression of being a likeable person. However the interview revealed no hard facts about the company or about its future development. Dr. Cave appears to be playing the minor celebrity act, which is fine if you have a well-defined marketable product and growing sales figures. The linear decline in share price this year shows that this is not the case yet, and that a lot of work remains to be done.
My hope as an investor is for imminent news about new contracts, and product development, perhaps with a similar concept to the mask anti virus technology applied to air filtration systems?
Regards and good wishes.
Oakleaf72.
You are right; they isually issued an RNS on a significant piece of information. However, the company now has more sophistication to its marketing techniques than was the case previously. I have been impressed by Richard Marsden's recent confident presentations together with the quality of his slides.
Is it possible that they are drawing attention to the formative case for investment to date, by pulling together all the currently available information in one place? Added up, it presents a powerful basis for investment. The fact that Dr. Monk is presenting and that it is a poster display contribute to my thinking. The big news thus far has come by the direct RNS channel, followed by Richard Marsden giving further clarification by a Proactive Investors interview, and elsewhere.
That having been said, I hope that you are right, and that there is someting else to add to take the company a step forward?
Regards and good wishes.
Brand.
I’m afraid not, and have only just found out about it this morning. I believe that it is likely that Synairgen may choose to display a version of it on their website? As already said, I am not expecting anything new today, but it will be interesting to see how our improved media relations team have presented the powerful aggregated information to date as our case for investment.
Regards and good wishes.