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Https://www.sciencedirect.com/science/article/abs/pii/S1044532324000010
Interestingly, autoantibodies neutralizing type I IFNs were also found to underlie over 20% of breakthrough cases of COVID-19 hypoxemic pneumonia in already vaccinated individuals, highlighting the major importance type I IFNs and innate immunity
The answer in my view is very simple. It is highly unlikely that anyone will offer a significant amount for this company knowing a further investment of 10’s to 100’s of millions may be required to put the product through commercialisation until they have a reasonable expectation through P2’s that their investment risk is well founded.
Perhaps a BP might as it’s a field they understand and in the great scheme of things to BP it’s peanuts.
But right now they either don’t need to or (hopefully this is not the case) they’re just not that interested.
Only time will tell but I would suggest that things will hot up when the first results start to appear from the P2’s and if there is any sense that they look good the price of this share has the same ability to climb as it did to fall.
Spacman
It seems your belief in this companies value is rapidly going south from 600m to 200m
We know no one needs the boards permission to put forward an offer so if TFG will accept 200m and we know Doc D will accept 40p so he’d snap their hands off at 200m. Why isn’t the offer on the table right now. The board can’t stop it being put to shareholders!
Considering people who know you tell me you’re a man of finance Spacman. You do put forward some strange ideas.
We all know the company does not need a for sale sign. Anyone even Professional could offer to buy the company on Monday for 5, 50 or 500 million. They don’t require a for sale sign.
It’s clear if such a buyer exists they have not been given the blessing of the board or its largest investor that making an offer would succeed at this point.
But if you believe what you keep telling us that the company must be worth 600m. Get some friends together and make the offer and we can all vote on it.
Do we all not think the for sale sign has always been up on the front lawn?
I know I’ve always assumed the for sale is 10’ high with neon lights shouting buy us!
It seems obvious that no one is prepared offer what the board and I assume our largest shareholder thought the company was worth prior to Sprinter otherwise we’d have had an offer.
Fwiw the companies true value rests on the P2’s in my view. There is zero point in accepting an offer as long as we can finance those trials and wait for the results.
The board would not be serving its shareholders to try to sell the company at this point unless an offer realistically valued it or the finances left them with no alternative.
Clearly the board and our biggest shareholder don’t believe such an offer exists or that we are in that situation or they would have acted.
It’s been clear for some time from the information provided at the AGM and the interim results that the company sees multiple pathways in its future. The precise nature will no doubt be part of non disclosure agreements, trading rules and negotiations with partners.. But these potential pathways have been clearly established for sometime.
The company needs to prove the effectiveness of the drug in the right patient population via its new studies in H1.
Subject to that outcome the company will pursue registration of the drug through a P3.
That route could involve private investors, shareholders or BP and may result in the licensing of the drug in part to different BP for different diseases or as a whole broad spectrum offering.
The key here is that none of that is likely to happen until the trials provide the required outcome.
So will we get a further more detailed understanding other than the broad concepts above in the next period? In my view we will not. We will only get that kind of update when the board has negotiated a route to P3 along with finances and which route or routes will be dictated by the offers available to them at the time.
It will certainly not be forthcoming except in the broad terms we already understand in my view.
21 Sept
Operational
· Progressing the Company's patient identification strategy through biomarker and existing clinical data analysis. This will enable the Company to identify patients at higher risk of disease progression, including those with deficient innate immune response and/or high viral load, who might therefore be more likely to respond to SNG001 in future clinical studies.
· Conducting non-interventional preparatory work to expand hospitalised patient populations for potential treatment with SNG001, which are likely to include: ventilated patients with confirmed viral pneumonia; and patients who are unable to clear virus and become persistent viral "shedders", a majority of whom are immunocompromised. Subject to this preparatory work and regulatory approval timelines, trials are anticipated to start in H1 2024.
· Insights from non-interventional studies and the substantial body of evidence gathered to date from previous clinical trials will inform a robust clinical programme for the development of SNG001.
Fruits you are wasting your time with this individual.
He talks about bad feeling on this board. But he’s one of the key instigators and clearly lives for creating it.
“ you too are at the bookies with your little stubby pencils”
“That sounds more like a pi talking to fellow pis and less like Moses returning from Mount Sinai bearing the word of God”
Doc D
Below is what I said on January 24th
That is somewhat different than your assertion (blatant misrepresentation) of what I said.
No one can say we will get an update. They can only give a view and a reasoning for that view. If they’re sensible they will reset that expectation following new information.
You seem to think today’s email isn’t new information. I think it offers clues as to when we are likely to get an update. Please note the word “likely” it doesn’t mean we will and it doesn’t mean we will have to wait until Apr - May it’s just my thoughts !!
January 24th post
“I remain of the view that towards end of next month we will have a clearer idea and I’m happy to wait. If the share price drifts I see it as another opportunity to buy because news will likely create an uplift from the current price.”
Move on from your unnecessary nonsense intervention
Doc D
I see that you’re back to your boring Yobish insults creating rows where none are required.
The company quoted H1 for trials. To be it seemed likely we would not therefore get news in Q1
Now we have an update mentioning Q2 and full year results. To me it seems likely I need to reset my expectations to full year results which are normally Apr- May.
If you have a different view that you can explain without responding like a 3 year old feel free to comment.
Market abuse is an offence and can be reported using
https://www.fca.org.uk/market-abuse-reporting-form
Including the poster and their posts
MAR 1.8.3G01/04/2013
The following behaviours are, in the opinion of the FCA , market abuse (dissemination):
The following are examples of behaviour which may amount to market abuse (disseminati
(1) a person posts information on an Internet bulletin board or chat room which contains false or misleading statements about the takeover of a company whose shares are qualifying investments and the person knows that the information is false or misleading;
Descriptions of behaviour that amount to market abuse (dissemination)
MAR 1.8.3G01/04/2013
The following behaviours are, in the opinion of the FCA , market abuse (dissemination):
The following are examples of behaviour which may amount to market abuse (dissemination):
(1) a person posts information on an Internet bulletin board or chat room which contains false or misleading statements about the takeover of a company whose shares are qualifying investments and the person knows that the information is false or misleading;
Worth everyone refreshing their memories from the presentations below
Active 2 220 patients 86% risk reduction from a general trial population before we really knew how to select patients specifically.
Sprinter 41% of the original 630 patients re-evaluated to discover between 46% -80% risk reduction in severe outcomes based purely on evaluating their existing patient profiles.
The company already have many clues as to the patients they need to recruit and Universal helps to confirm that through blood analysis, viral testing and biomarkers. Casanova adds to the picture.
The work they’re are doing in my view is not only to guarantee the correct patient group but to present to BP an absolute gold standard case of symptoms, blood analysis, bio markers. Autoantibody analysis that can be repeated in pre approval clinical trials and post approval use.
https://synairgen.ams3.digitaloceanspaces.com/7th-ISIRV-AVG-Conference-2023-Phillip-Monk.pdf
https://synairgen.ams3.digitaloceanspaces.com/7th-ISIRV-AVG-Conference-2023-Phillip-Monk.pdf