Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
CW25 -
Good to hear from you as always, agree with all your comments.
Without your knowledge of the home trial, I shudder to think how your parents would have coped with only oxygen as a solution. It's no exaggeration to say your actions may well have saved their lives, certainly their quality of life going forward.
One day we may find out why Marsden had to belittle himself on You Tube by advertising for candidates for the home trial. Why didn't the gov pull out all the stops regarding publicity etc?
There's a piece of this jigsaw missing don't you think?
Doc -
I take your point in an 'official' sense, surely you agree there's enough 'unofficial' evidence out there now.
Any idea why the company are spending millions stockpiling the drug?
Possibly Synairgen wanted to keep full control of the next stage of development, without any health agency interference. This would tally with the company aiming to ‘maximise shareholder value’ by once again delivering further trial results with accompanying 100% integrity and efficacy.
Maybe the cabinet ministers concerned didn’t like the idea of forking out three grand for the likes of you and me, as we took two weeks off work to recover or maybe they had doubts about bulk manufacturing.
Whatever the reason(s), Marsden and the board appear to have chosen to look across the Atlantic to Dr. Fauci & Co. How incompetent will this government look if they let this drug slip into foreign hands and miss out on enormous political kudos, standing on the side lines as ‘Synterferon’ is unveiled with accompanying stars and stripes?
Sooner or later the truth will have to come out, as some smart journalist will ‘join up the dots’ and start asking politicians the ‘elephant in the room’ questions.
‘So minister, if you’ve known about this treatment since the summer of 2020 and the situation was so desperate back then, why didn’t you take a leap of faith and urge the appropriate GB health authorities to grant Synairgen’s treatment EUA? What did you have to lose? Why have you let thousands of UK citizens die needlessly when you had a viable option on your doorstep? Is an individual life worth less than £3,000?’ Etc, etc….
We would all love to hear the answers, but more importantly, the families of those who have died in the months in between have an absolute right to know, as it is they who have to live with the far reaching consequences of personal bereavement.
Given the limited knowledge we have at our disposal, surely any government but ours would have jumped at the dream scenario of presenting Synairgen’s covid solution to the world. Could you imagine any American or European leader kicking this discovery into the long grass? The current situation beggars belief.
You and I know Synairgen’s treatment works, NHS frontline worker and sadly absent poster WedMEE knows it works, the parents of the excellent poster ‘CW25’ certainly know it works and I suspect certain government officials know too, but still we await a reason as to why we have had to endure months of sustained radio silence.
On the face of it, this health secretary should be shedding real tears for the thousands of unnecessary covid deaths since 20th July, not for some anonymous pensioner’s blind acceptance of a vaccine. I sincerely hope he has some credible reason for not rolling out this treatment sooner.
Helplessly watching this slow tragedy play out week by week from the side lines is truly heart breaking to watch. Home trial and interim ‘looking under the bonnet’ phase 3 results cannot come quickly enough.
FWIW I invested heavily in March, have been strategically adding since and I’m in for the long haul.
Good luck to all LTHs going forward into 2021
As we move into the first full week of 2021, it appears that the clear disconnect that exists between Synairgen and the UK government is set to continue. This has obviously affected the share price since phase 2 results were announced on 20th July.
On the same day the secretary of state for health and social care described Synairgen’s phase 2 results as ‘promising’ in his statement to the house of commons. Since then not one cabinet minister has mentioned the word ‘treatment’ or ‘Synairgen’.
From April 2020 onwards, it became increasingly apparent that government policy was to concentrate wholly and completely on vaccine development. The relentless blanket media coverage that followed was carefully orchestrated to slowly brainwash the nation into meek acceptance of vaccines with limited research.
This came to a carefully choreographed conclusion towards the end of the year, when we had to endure the toe curling sight of the same minister shedding crocodile television tears on the morning the first vaccine was administered saying, ‘It’s moments like this that make you proud to be British’.
The bulk buying of a questionable American vaccine, at the same time making British citizens the guinea pigs of the world does not make me proud to be British.
I would be proud to be British if I saw covid patients walking out of UK hospitals and returning to normal daily life, having received a course of treatment developed and manufactured by a specialist British pharmaceutical company, situated a mere eighty miles from Whitehall.
The simplistic financial comparison trotted out between vaccine (£3) and treatment (£3,000) is largely irrelevant, as a visit to A+E with a minimum three night stay including respiratory treatment costs £3,000+. This basic comparison is rendered even more irrelevant when taking into account the billions lost to the wider economy and also the spiralling cost of treating tens of thousands of patients suffering from ‘long covid’ for decades to come.
To the individual retail investor, the logical course of action from 20th July would have been to concentrate on a combination of both treatment and vaccine, but we still await answers as to why this never happened.
I realise the results from just over 50 phase 2 trial patients is small, but in times of pandemic, surely an emergency wider stage 2(a) trial involving 2/300 patients could and should have been launched with full government expediated ‘no strings attached’ backing. This may have taken, say a month to organise, starting around the 24th August.
This was twenty weeks ago. If Synairgen’s treatment only saved a conservative 500 lives a week, this equates to a minimum of 10,000 lives. This is in addition to the inestimable number of individuals who could have been saved from a lifetime of suffering from ‘long covid’.
So why didn’t this happen? ....cont above
I haven't posted for a while, as I don't like clogging up the board and I think that everything that needs to be said has been mulled over for long enough now - It's just a waiting game now. I think the next set of figures may keep 'Shaun P' busy for a day or two!
Having been here since mid-March, I'd like to thank both the old guard and new recruits for all the excellent research over the year. This board has grown into a mature, almost troll-free site in such a short space of time and is now an excellent read, especially over the weekends - Long may it continue.
I'm pasting this snippet from the excellent poster 'pmjh' from the SNG board this evening for you perusal.
'listening to what the likes of Matt Han**** or Boris Johnson are saying about the vaccine / Covid in general. Their words are not and have never been grounded in reality. To me, they are simply noise. A racket of pots and pans falling down a flight of stairs into a basement of disappointment and broken promises.'
Comment of the month? - Maybe of the year - Certainly gets my vote.
ATVB
pmjh -
'listening to what the likes of Matt Han**** or Boris Johnson are saying about the vaccine / Covid in general. Their words are not and have never been grounded in reality. To me, they are simply noise. A racket of pots and pans falling down a flight of stairs into a basement of disappointment and broken promises.'
This has to be the comment of the month on this board, if not the year for me.
Wading through hundreds of posts a day after a long day running a small business is entirely worth it when coming across gems like this.
May I add my sincere thanks pmjh for all your efforts this year. Losing the poster 'WedMee' earlier this year was a blow, but entirely understandable given the sometimes tacky nature of this board.
I clearly remember yourself and 'Sharesting' batting off a sustained 8 hour troll attack one day in November - A sterling effort. I only wish I had the time to offer my support.
Best wishes to you and all us long-term holders going forward into 2021.
CW - May I add my thanks for sharing, I couldn't be happier for you and your family, such a relief for you all.
Could you e mail our village idiot health secretary and give him the good news as well please. : )
ATVB
This board is sadly descending into the equivalent of a bushtucker trial on ITV’s ‘I’m A Celebrity, Get Me Out Of Here’.
For those unfamiliar with the show, contestants are first placed into a state of general unease to increase the tension, then they have to wade through hundreds of unsavoury creatures, such as maggots, worms, ****roaches etc until they find the occasional golden star.
Sound familiar?
We’re all still eagerly waiting for one of these creatures to provide evidence Synairgen’s treatment doesn’t work, doesn’t have a market, doesn’t have significant commercial value or even maybe identify a viable competitor with an effective treatment….Still waiting.
I’m no fan of the ‘this is going to the moon soon’ rainbow chasing ‘happy clapper’ type posts, I liked the recently well constructed negative comments regarding the slow handling of the home trial, which could and should have been dealt with better, but on the other hand the incessant garbage spouted by a small minority of posters breaks up decent, relevant threads and clogs up the board. It’s hard to analyse these tactics when scrolling through a full days posts, so I’ve isolated a couple, just so unwary posters can see the gutter conversation they are being sucked into.
Last Sunday evening we were treated to this offering:
.…’When I researched this many months ago, I was under the impression that they simply ordered in some interferon beta that someone else made and chucked it in a nebuliser. They are data guys not drug discovery guys. Am I wrong on this?’….
Later on that evening the poster ‘Alinz’ wasted precious brain cells getting sucked in by replying:
‘Your 'research' has clearly let you down.
Firstly they have applied for a patent for SNG001, the drug they developed. According to wikipedia Synairgen is a University spin-off and public limited company working in drug discovery and biotechnology. It was founded in 2003 by University of Southampton professors Stephen Holgate, Donna Davies and Ratko Djukanovic. The company develops drugs for respiratory diseases including COVID-19.’
I think we’ve hit rock bottom when an individual ignorantly insults a team of emminent scientists by referring to them as ‘data guys’.
On Monday at 16.59 the same individual posted more non-SNG irrelevance and ended with:
….’Honestly don't know who or what to believe any more, I need to take some time out from humanity and civilisation. Good luck all.’
Was that a ‘goodbye’ post? Don’t be silly….
18.31 Starts posting meaningless tripe again.
Probably spent the 1 hour 32 minutes inbetween trying to scoop the moon out of a puddle.
94 irrelevant posts during the last 5 trading days = 19 per day.
Friday eve @21.48 posted ‘Good luck and goodnight’ – 15 minutes later posted again...and again…
I won’t dignify the spammer with a name and I never break the golden rule by responding to them.
I have asked the LSE mediator to remove this individual from the board,
Good evening Van - Re: Your 12.27 - 'Anything gold-related interests me'.
As this is a non-trading day, take a close look at LSE:PUR
I've been invested since April, 'first pour' expected before Christmas, obscenely high grades, easy 'spike' money to be made when the herd arrive shortly, then steady long term gains.
Touted as the next Kirkland Lake - It's easy to see why.
ATVB Trinity.
'....all this money there (they're) making will be spent in accusations.....'
Lets hope they don't spend it all on accusations Dave, best save a bit for acquisitions eh. (Predicitive text?) :)
ATVB
Oxford12 - A fairly quiet morning here so far, so I'll hold off from re-posting yesterday's message for now.
I'd best get some work done now, I'll check back in this evening.
ATVB.
Oxford12 - Thanks for that, I'll re-post in the morning.
I fully expect more mis-information and mis-direction throughout December from the day traders and those looking to get in at a much lower price.
ATVB
I notice the detractors on this board have been taking a slightly more subtle approach to their ‘work’ this week. Instead of the usual ‘this will be 50p by Christmas’ posts, we had a small, but persistent cluster of individuals questioning the public relations acumen of the board of directors and their reluctance to hold the hands of investors every step of the way, by spoon feeding them with weekly information.
This has clearly had an unsettling effect on the less experienced investors and created a sense of general unease - exactly what was intended.
The common theme amongst these naysayers is that not one of them has put up a single piece of evidence to suggest that this drug doesn’t work.
Instead there is the growing realisation from healthcare professionals around the world that SNG have made one of the most significant drug discoveries in respiratory medicine since Salbutamol (Ventolin) was discovered way back in 1966.
This novel treatment has been classified as a ‘broad spectrum anti-viral treatment’, so will benefit millions who suffer from the vast majority of lung infections and conditions. This has the potential to empty respiratory wards globally, saving healthcare systems around the world $billions for decades to come.
Commercially, covid has simply accelerated the process, the main driver is the COPD market. This basic fact seems to have escaped the ‘one day experts’ that have crept onto this board over the last seven days.
Commercially and medically, the recurring annual numbers are staggering, take a look:
Chronic obstructive pulmonary disease (COPD) claimed 3 million lives in 2016.
Lower respiratory infections remained the most deadly communicable disease, causing a further 3 million deaths worldwide.
COPD and pneumonia were the 3rd and 4th biggest causes of death globally in 2016, behind heart disease and stroke.
COPD: Annual Deaths:
UK 30,000
Europe 300,000
USA 140,000 = 1 death every 4 minutes
World 3 million (2016)
USA 15 million Americans currently live with COPD symptoms.
Please feel free to copy and paste these figures to use as ammunition from tomorrow and beyond, when replying to posters who attempt to class this as a covid share that has fallen from grace due to vaccine production.
Trust Synairgen’s CEO get on with his job and make good his promise to ‘deliver maximum shareholder value’. The decision by our government not to grant this treatment EUA is morally disgraceful, the company swiftly dealt with this by cleverly teaming up with Clinigen. It is now only a matter of time before a foreign regime decide to grant EUA.
I think the well-used swan analogy is relevant to SNG, in that not much appears to be happening on the surface right now, but underneath there is feverish activity.
Buy, hold and believe in the company, but above all, believe in the science.
https://statistics.blf.org.uk/
https://www.who.int/news-room/fact-sheets/detail/th
Quick Quiz
Q1 Would you prefer to:
A – Queue in your local community centre, waiting for an army medic/ vet to inject a rushed-to-market vaccine into your arm that may have long-lasting side effects?
B – Inhale a well researched, proven and effective treatment at home that gives you a good chance of returning to normal life in less than a month?
Q2 Do you have an investment strategy that can be measured in:
A – Goldfish memory/ Days/ Weeks?
B – Months/ Quarters/ Years?
Q3 When investing in junior pharma stocks, do you base your ‘buy/ sell’ decisions on:
A – Ill-informed comments made by recently arrived strangers on a temporarily toxic online discussion forum?
B – The science, trial results, peer reviews, institutional investors, financials?
If you answered ‘B’ to all three questions you will be healthy and wealthy in Spring 2021.
Remember why you invested in the first place.
Trust your own judgement.
Ignore the ‘noise’.
Buy and hold.
Collect your profits in Q1 2021.
ATVB to genuine LTHs.
Oxford - Excellent post, as usual. You only have to see how many ticks it has gained to see most long term holders agree with your viewpoints.
I wouldn't dream of contacting RM at this crucial stage, however, I have spent two days this week composing a 900 word newspaper SNG story and sent it to every national daily.
I'm trying to get some exposure for SNG, but so far with zero success. It seems the country is transfixed by vaccine stories and is not interested in the only covid treatment in the world that can actually save lives.
Frustration doesn't come close - I'm seething with anger by the course of action this government have taken. So many lives could have been saved if this drug had been granted EUA.
I'll keep trying with the nationals and regional rags with all this spare time I have until lockdown ends.
ATVB
For those who simply don’t have the time to read every post, here are the most relevant comments from posters who attended this evening’s seminar.
Before doing so, can we all give a collective ‘thanks a million’ to the poster ‘Axe-Capital’ for taking the trouble to selflessly update the board with a running commentary of the salient points.
Here’s a selection of this evening’s comments:
robortsmith 18.01
‘instantly effective against any variation in virus unlike vaccines’
Mr_pr 18.01
‘$3.6Bn per year revenue if they can sell 100k treatments per month’
Cb 1977 18.04
‘€300 million revenue stream per month based on RM's figures!’
Vinson 18.07
‘Revenue potential of 3.6 billion mentioned in Webinar based on 100.000 courses per month!!!!!
This would put the company on a 30 billion valuation. My good...That would be a 90 times return!!!’
Jm4910 18.29
‘I liked it when he basically said we have first mover advantage on any other inhaled broad spectrum anti-viral’
This evening couldn't have gone any better. This is why I sold 75% of my NCYT shares to buy into this.
As I said suggested back in March, the best way forward both financially and morally for SNG would be to licence this out to major pharma on a global scale to the ten biggest companies. Looks like RM mentioned 15 this evening.
'Going it alone' with Covid and later on partnering up for the longer-term COPD deal - A smart move from a smart BOD.
This is de-risked now and is just a process. Sit back and enjoy the ride over the winter and collect in the Spring/ Summer.
ATVB
Oxford - 'Richard' - not a bad idea.
My SNG profits will be used to buy either 'Marsden Mansions' or 'Holgate House!
ATVB
Weekends are usually the best days to get a decent conversation from fellow long-term holders and keen newly-arrived members on this board, such a shame the chat has deteriorated to such a low level today.
When you hold your new-born baby for the first time and have the usual conversation, ‘I wonder what our baby will turn out to be? Maybe a plumber, computer wiz or even a doctor…’ no one ever adds ‘internet troll’ to the list.
If only their parents could see what a waste all those years of effort have been, I’m sure they would be truly ashamed of their offspring’s antics. We are only given so many precious days on this earth, why waste even one spamming a page with garbage all day?
Best wishes go to all genuine share holders here, both newly arrived and longer term.
Believe in the science, the board and most of all the product and ignore all the ‘noise’ in between.
'Manic Monday 2' will arrive one day, maybe not tomorrow, but certainly in Q1 2021.
The link below shows the current R number in the USA broken down into individual states, courtesy of 'MacTheKnife' from the SNG board this afternoon.
These worrying stats confirm that this pandemic is only going to get worse and will be with us for a number of years.
NCYT P/E of 1? Looking at these figures I very much doubt it.
https://rt.live/
(P.S. Wife doing ok after contracting covid, but says she is exhausted and feels '10 years older'.)
ATVB
Frenchcafe 19.55 - 'I don't think this pandemic really touches you, until it becomes personal.
I hope that it never does become personal for anyone on this board '.
This pandemic became very real and very personal for me a couple of weeks ago and believe me, when it does it's very, very worrying, especially for an asthmatic like me.
I came out of 14 days isolation today - my wife caught covid from a colleague, who came into work with symptoms instead of staying home and spread it all around her office - hard to believe the stupidity of some people.
Mercifully, my wife only had heavy flu symptoms, we split our house in two and I luckily escaped this time, she is recovering slowly but feels '10 years older'.
This is why I latched onto this company back in February. I won't rest easy until this treatment is available on prescription from my GP.
EUA can't come quick enough.
Nice to see a post with a human touch in what has been a difficult week for all SNG investors.
ATVB