Member Info for Topupme

Surprised more people not commenting on this? Or was this confirmation of news that we already knew?

Will the company need so much overhead per month now that it has pivoted away from capex projects such as deeside and billingham?

Agree that it’s cashflow over the next few months that will likely make or break.

Ronopreve reduced hospitalisation from 3.4% to 0.9% in cases not requiring oxygen. Does that mean Sng will have to be somewhat less than 0.9% to reach outcomes ?

No active comparator for omicron is going to slow a trial down if they insist one is needed

Activ2 p2 placebo was just a placebo.
Activ2 p3 is also been measured against regeneron which is a mab.
I can’t quite figure out if patients will receive both Sng and the mab at the same time .
This raises questions for me ..
Any stats anywhere on effect of mabs on interferon b?
Are they really been taken at same time ?

Note it looks like Activ2 states no inhaled steroid at same time which is great but no statement on tablet steroids. Could tablet steroids be given at same time and would they affect outcome? I know in Uk out patients can be given steroids as standard respiratory drug . What about US?
Trying to get some facts but not finding the Activ2 site that forthcoming

Would be very interested in the stats on the 13% that didn’t get steroids

Re read and re read …… sorry I understand the concern now . Did steroids kill the trial as 87% were given them … travesty for all of that was found out to be true

Well yes but if a penny in the pound steroid has the same outcome for patients then what do you need a potentially very expensive drug for that does the same ? Not looking for a fight

They didn’t have the data, but they had to work on as if it was positive.

I take that back, there are loads if you scroll down. Can’t see one that might be us but in a rush so someone not working today may care to take a look

https://calendar.nih.gov/mobi/
Not sure this one but to be fair you may have to have a sign in to reveal calendars

Then add that Lilly’s market cap is 9-10 times last year’s revenue.yep your 3 bill might be a bit cheap

They granted the eua so this does not look like it’s conditional , it’s a straight commercial order post eua.
But as the other thread that refers to eric topal says … where is the data ?

Think this was the trial https://clinicaltrials.gov/ct2/show/NCT04634409

Friends in the right places for lily ?

We should enjoy these quiet moments of SNG obscurity and the ability to reply to someone who had a good SNG history . When the news drops the board will be full of rocket ships and new
Posters making all sorts of claims whilst others ask what is it SNG do having already put in more money than they should . It’s all part of the same investment cycle.

Haha no a gentleman never talks about price , most distasteful. Please don’t look at the other thread !!!

A price you are happy to exit at and good value price for the company is not always joined together. Very pleased for you if you get out stinking rich at £6 a share but if the company outlook has a multi billion pipeline over the next 5 years then the 1.25 billion you left it is looking a bit cheap. Seriously though good luck at Albright able to leave at a lower price . This share is likely to be life changing for quite a few on here

Trek might have a new bike day soon if his moniker is anything to go by !

Thanks Doc, that is also pretty pertinent info .