Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
(Cont from Below....)
In addition, Synairgen were originally introduced to investors as a broad based respiratory research and development drug company that has now been somewhat hijacked by circumstances into a covid company.
Covid is transient, but COPD is constant. This is what the major pharmas will look towards, as this is where the long-term annual recurring revenues will be made.
I agree with the poster who mentioned a couple of days ago that SNG’s original COPD trial was almost complete (short of 11 patients I think) and suggested that the trial should be quickly finalised, in order to provide more results.
Take a look at the following COPD figures, the numbers are staggering.
In 2018, 156,045 Americans died from COPD, making it the fourth overall leading cause of death behind heart disease, cancer, and accidents and unintentional injuries, or the third disease-related cause of death.
This equates to one death every 3½ minutes. This is just the USA alone.
Chronic Obstructive Pulmonary Disease (COPD) is the third leading cause of death worldwide, causing 3.23 million deaths in 2019.
https://www.lung.org/research/trends-in-lung-disease/copd-trends-brief/copd-mortality
https://www.cdc.gov/dotw/copd/index.html#:~:text=Key%20Facts,1%20death%20every%204%20minutes!
https://www.who.int/news-room/fact-sheets/detail/chronic-obstructive-pulmonary-disease-(copd)
I realise all patients wouldn’t be eligible for treatment and many healthcare systems won’t be able to afford Synairgen’s treatment, but these figures show the sheer size of the market into which they could be selling over many decades.
Everything hinges on Activ-2 now, I doubt SNG would have been progressed to phase 3 without good reason, but this is now turning into what one investor on another board calls a ‘champagne or cyanide’ share.
Still a strong hold for me, but I’ll admit I’m no longer relaxed about my substantial investment and I’m definitely losing sleep over this now. Activ-2 results can’t come soon enough.
ATVB T
When the steroids don’t work, take Synterferon.
Wouldn’t it have been better if we had woken up to something similar to this last Monday?
‘Synairgen are pleased to announce the results of our recently completed Phase 3 trial.
We are excited to announce that our new drug is now proven to save the lives of up to 40% of patients that cannot be saved with other conventional treatments in a clinical setting. In addition, our ground breaking treatment will prevent tens of thousands more progressing to severe illness and poor quality of life.
Although the primary endpoints of our phase 3 trial were not met, Synairgen is now perfectly placed to ease the burden of covid in a clinical setting, both medically and financially, at the same time improving outcomes for a significant percentage of covid patients who could not benefit from traditional medicine alone.
In addition, our treatment is one of only a very small percentage of drugs that has now progressed to the USA Activ-2 Phase 3 trial.
As we eagerly await the results from Activ-2 Phase 2, on receipt we envisage urgent talks with the FDA regarding an application for immediate emergency use authority.
We reiterate that our treatment is proven to be safe and patients display no side effects during or post treatment.
The company is also making preparations to finalise our original COPD trial, as we believe our treatment will be effective in relieving symptoms of this and other respiratory illnesses. We will update the market accordingly.’
A more positively worded RNS would have certainly seen a significant drop, but not the jaw dropping 85% we had to endure.
RM certainly has some explaining to do and preferably not to talking head Katie Pilbeam with her pre-arranged scripted questions. I’d prefer a grilling from someone like LSE’s very own Donald Leggett, who isn’t afraid to ask the pertinent questions investors would like answering. I doubt he will be given the opportunity.
When investors lose money they want a scapegoat, but RM isn’t responsible for the design of the recent ‘compromised’ phase 3 trial, that would be science led, so there should be a collective responsibility at Synairgen. However, the CEO is paid to lead, direct and be aware of all aspects. He is the mouthpiece of the company and should provide some clarity of the way forward to investors as we await Activ-2 results.
Using figures taken from ‘The New York Times’ for reference, the current weekly covid death rate in the USA alone is 1,887. This equates to an annual total of circa 98,000. If Synairgen can save approx. 40% = 39,000 lives saved in a 12 month period. This is addition to the tens of thousands who would be saved from progression to severe illness. Bear in mind this is just one country, these are not small numbers. There is still a seriously lucrative commercial opportunity on the table here if Activ-2 P2 give a top line result of 40% or better.
(Cont above....)
I’ve never stayed awake for 48 hours until this week. It took 24 hours to actually process that RNS fully on Monday. I doubt there are many posters who have been more bullish about this company than me over the last few weeks, you can imagine I’m feeling, like you, more than a little beaten up right now.
Had a very difficult conversation with my long suffering wife yesterday about the heavy losses, so fortunate to have her understanding. Truly heart wrenching to hear some of the stories of personal loss, they were so similar to the posts after the Sirius Minerals debacle. Back then a group on the LSE board had to reach out into the real world to find the identity of one individual who posted a suicide message, having gambled his life savings on that share - At least we have been spared that on this occasion.
Looking back and given the evidence provided, I still think we all made the right decision to invest, which sounds as if I’m in denial as we were 85% down on the day. Having unknotted my stomach, started eating again and stopped continually pacing around, I have reassessed and still believe that this drug is commercially viable.
What no one has taken into account in the thousands of posts over the last few days is that inhaled interferon is safe and is well tolerated. This is a massive ‘unique selling point’ that should be highlighted much more in official communications.
I can confirm first hand that corticosteroids have long lasting side effects and I would imagine that the maximum daily life saving doses taken by hospitalised patients over a number of weeks will also have similar effects.
The truth is this share was always going to stand or fall on the results coming out of America, not the UK. This is why I haven’t and won’t be selling a bean until that point.
Sprinter has ensured we won’t be enjoying the profits envisaged by RM in his original presentation back in 2016, but we should at the very least get our money back and then some more modest gains if US results are good. Team USA won’t have let a small UK company complete their flagship phase 2 trial without good reason and Polygon’s recent activity adds to that view. Polygon effectively controlling the company (many thanks to GGGG21 for his contributions, yet again, this eve) does not put the BOD, or in a healthy position.
You may remember, the US are trying to develop the concept of Telemedicine and ‘at home’ treatments. If Activ2 results are positive, then this drugs fits that profile perfectly and we may see some real uplift in the share price, although it's a long, long way back from here.
Anything less and investor sentiment, which is everything on AIM, will take over once more and then more 24 hour horror will unfold.
Big losses on SXX, really massive gains with NCYT, big gains with SNG followed by big losses, desperately hoping AGL comes good in March. AIM – Not good for the soul or blood pressure.
Off to eat some more humble pie and then hopefull
(Cont from below….)
1972 – Beclometasone:
50 years in production and still widely used today. The beclomethasone market was valued at US$2.3 billion in 2016 and sales are growing at an annual rate of 4.9%.
https://dataintelo.com/report/global-beclomethasone-dipropionate-market/
I know many investors struggle to visualise the size of a billion, so using time as a gauge:
One million seconds is approx 11 days ago – One billion seconds ago was 1989. This should concentrate the mind as to what a similar treatment could be worth in 2022.
2022 – ‘Synterferon’:
As Sir David Jack started to wind down his career, Stephen Holgate – Young British research and development immunology scientist – Starts researching a new type of inhaled treatment around 1980 that, unlike steroids that have long-lasting side effects (believe me, they do), utilises a safe, naturally occurring substance produced by the body – Sets up a small British research company – Forges links with GSK – Knighted for his services to respiratory medicine….You know the rest.
I hope you can see where we are going with this…. the parallels are startling and too close to ignore….This is history repeating itself.
50 years since the last ‘game changing’ respiratory treatment – Do you really think you should be wasting brain cells reading ‘why the delay’ posts on here?
The global respiratory inhalers market was estimated to be valued at US$33.41 billion in 2020 and is projected to reach at a market value of US$51.7 billion by 2031.
https://www.globenewswire.com/news-release/2021/06/14/2246720/0/en/Respiratory-Inhalers-Market-will-reach-US-51-7-Billion-by-2031-Visiongain-Research-Inc.html
I appreciate Synairgen’s nebulised treatment cannot be compared to inhalers in financial terms, so can’t be aimed at all patients, but these figures give an indication of the size of the market SNG will be selling into moving forward.
As an individual retail investor, you are perfectly positioned in the right place at the right time to benefit, as you witness the introduction of the next blockbuster respiratory drug to this vast marketplace.
ATVB T.
As we immerse ourselves in the day to day micro-management of this share, it’s worth taking a step back on a day when the stock market is closed to reflect the true significance of what we are holding in our portfolios here. The discovery of what are commonly termed ‘blockbuster’ respiratory drugs are extremely rare events, take a look:
1955 – Prednisone (Tablet)
1968 – Salbutamol (Blue inhaler)
1972 – Beclometasone (Brown ‘preventor’ inhaler)
2022 – ‘Synterferon’ (Nebuliser)
1955 – Prednisone:
The first mass produced tablet using a corticosteroid. The primary function of corticosteroids is to reduce inflammation in body organs and tissue. This tablet had limited effects on the respiratory system (including my own), as it was absorbed by the rest of the body and wasn’t directed straight to the lungs.
When a patient’s symptoms were life threatening, GPs would immediately admit the patient to hospital via ambulance. Patients were given oxygen, given a stronger dose of prednisone and placed under observation (on two separate occasions in my case as a young lad), as there were no other viable alternatives.
David Jack, a young British research and development scientist, saw corticosteroids being used in creams to reduce inflammation on the skin during the 1960s and began research into using this specific type of steroid in inhaled form directly into the lungs, in order to offer quick and effective relief to the respiratory system.
Jack worked for a small British company ‘Allen + Hanburys’ that had been taken over by Glaxo Smith Kline (GSK). He discovered and developed Salbutamol and Beclometasone, both entered commercial production after 20+ years of research, development and testing. David Jack was widely recognised as contributing more to respiratory medicine than any other research scientist in the world and was duly knighted in recognition of his achievements.
On a personal note, to illustrate why these drugs can be described as ‘game changing’, within two years during the 1970’s I went from regularly not being able to find enough oxygen in my lungs to carry myself up twelve stairs to bed without assistance, to representing my school in cross country, rugby and cricket. I am deeply grateful to Sir David, as I would imagine are tens of millions of others around the world. You can probably appreciate why I have more than a passing interest in respiratory medicine.
1968 – Salbutamol:
54 years in production, this is still the most commonly prescribed respiratory ‘reliever’ drug in the world. Over 60 million sold in the USA alone last year. The following chart shows how quickly this figure is rising:
https://www.statista.com/statistics/781622/albuterol-prescriptions-number-in-the-us/
Salbutamol was the 7th most common drug prescribed in the USA last year. Imagine holding shares in a company on the cusp of producing a treatment like this…Hmm.
(Cont above….)
As the tedious daily ‘to and fro’ mind games of the board continues, it’s worth taking a look at the bare bones of share price movements over the last couple of years.
24/04/20 – 62p
10/06/20 – 35p
21/08/20 – 246p
15/02/22 – 175p
A 43% drop in six weeks due to nothing more than investor sentiment and lack of news.
Fast forward another nine weeks and with P2 results the price increases 600%.
Today the share price is down 29% from the 2020 top, again due to the same two factors and also a possible macro event.
Throughout last two years the fundamental reasons for investing have increased as the risks have diminished, to an extent that the risk/ reward ratio makes this a more than compelling investment.
Share price slides like these don’t phase the fundamental LTH investor, but they do affect the confidence levels of those with less resolve, allowing institutional investors to increase their holding.
At this stage of the game don’t you find it incredible that individuals can still be persuaded to part with their shares?
As the American comedian and social commentator George Carlin said, ‘The stock market is weird. One guy sells his shares and another guy buys them and they both think they’re right’.
With each passing February trading day those sat on the fence are picked off one by one. How many ‘there’s something not right’ posts will we have to endure if the wait for P3 results trips over into the 5 week month of March?
Synairgen’s BOD will be expected to provide P3 results with bullet proof accuracy, these results must be watertight and not open to question by rivals with ulterior commercial motives. Make no mistake, this will be a watershed moment for the company and all concerned, so have patience and let the third parties entrusted to deliver results do their job.
Given Synairgen’s policy of delivering results to the highest regulatory standards, I’d estimate the earliest results will be announced will be on the last day of the month 7.00am Monday 28th Feb.
Until then, sit back and wait for RM to light the blue touchpaper again.
ATVB T
Good Morning Manifesto – Re your 11.31:
Take a look at this post from the very savvy ‘Hanoihank’ (sadly no longer posting), who summed up the situation better than most back in October:
‘When you have a company with such immense short term prospects largely owned by a somewhat uninformed private investor shareholder base, who furthermore are liable to sell based on emotion and sentiment and contain a large proportion of 10% traders to boot, it is no surprise that a clear headed and nimble hedge fund can prise the shares out of those hands with relative ease.’
It has to be said that the two public faces of Synairgen, Richard Marsden and Sir Stephen Holgate have played a straight bat with investors from the start and have been totally honest with the information provided. There have been long periods of silence from both, as they only speak when they having something worthwhile to say that could have a material bearing on the share price.
This has left the field wide open for the sly operators to feed drip feed their daily seeds of doubt onto this board.
Investors who concentrate only on fundamental facts and not ‘the daily drivel’ are not phased by months of silence.
This ‘effort’ (if you can call it that) from earlier today was so transparent it’s tragic – I didn’t know whether to laugh or cry.
‘I’ve lost patience with RM but not the product. We need a shareholders league to ease RM out and start getting some SP focus into the firm.I feel RM has no loyalty, interest or awareness of investors... As if they were a means to his ends.... A leg up.....someone now to be ignored.’
At least the previous court jesters on here, ‘Shadowboxer’, ‘Tiger16’ and ‘Eva’ (who I don’t think was either female of Maltese) put in some degree of effort and made us smile now and again – This latest offering is truly pathetic.
Personally I think the, ‘We need/ deserve an update now’ comments show a lack of self-confidence in an individual’s investment decision. Remember why you invested in the first place and trust your initial judgment.
I’d much prefer the BOD to take care of business and spend their time talking to major pharmas and the companies involved in manufacture/ production/ supply chain security/ Phase 3 trial / Phase 3 results and not retail investors right now.
Individual retail holders are courted in the beginning, but always take a back seat as a company develops and matures, this is how AIM works, I don’t have a problem with this.
I Follow the advice given by billionaire precious metals investor Eric Sprott, when asked at an investing conference last year what was the best way of making money in shares he replied simply, ‘Get in early, sit tight and don’t look at the daily share price movements’. Wise words indeed.
ATVB T
....return to some sense of normality at this crucial stage.
ATVB T (Apologies for no paragraphs - don't know why it hasn't formatted correctly)
Many thanks for the positive comments, recommends and bumps regarding last evening’s post – much appreciated and gratifying to see it was well received over on the Reddit board.I noted several posters considered the post ‘rampy’. I would define ramping or deramping as posting either positive or negative views in isolation without any accompanying evidence. I admit to having an extremely positive outlook regarding the prospects of SNG, but generally back this up with supporting evidence, so have never considered myself a ramper in the true sense of the word.I took the decision to return after a long absence at this pivotal time in an effort to pull together all the evidence, including pertinent references by many diligent posters, in an effort to restore some sense of realistic perspective back to these pages, something I hope to continue. I also note several posters have serious concerns over the length of time between publication of P2 and P3 results. I doubt finding over 610 patients at a specific stage of covid development across 17 countries who were willing to participate a trial was as easy as some may imagine.I appreciate watching the share price slide is no fun, especially as most AIM shareholders seem to have an investing timeframe of only 3 – 6 months, selling up and hopping from share to share in an effort to time the next leg up elsewhere correctly. The policy of the BOD of not issuing an RNS unless they have concrete news only increases the anxiety levels in investors with less conviction.Before investing, my main focus was on the career of Sir Stephen Holgate, who began his initial research in 1980, long before forming SNG. Now 75 years old, this will be the culmination of 42 years dedication to respiratory medicine. Do you really think he is interested in rushing out Phase 3 results in the final stages of his career? I doubt the impatience of a handful of individual retail investors will be uppermost in his mind right now. Every aspect of this trial will have been carried out to the highest regulatory standards, no mean feat across 17 countries, the results will have to be absolutely watertight and beyond question when peer reviewed before publication in the Lancet (as per P2). This is the only way we can get this treatment to market. Any mistakes, omissions or inaccuracies and the share price will collapse.For Holgate it won’t be about the money, kudos, ego or recognition. It will be the professional satisfaction of seeing his lifetime’s work come to fruition. One long term poster (I think it was Ghia) commented on Tuesday they found the dubious tactics and constant negative comments made by ‘the usual suspects’ on here insulting, given Holgate’s level of dedication and integrity – I totally agree.For clarity, this morning I requested the moderator permanently remove the main culprit from this board, hoping the board can ret
(Cont from below)....
January 2022 – Partnership with Ashfield – Ashfield Engage is supporting Synairgen as it builds its commercialisation infrastructure for the needs of SNG001, initially in the US, pending completion of pivotal trials and regulatory authorisations. This will include the recruitment of dedicated medical affairs, patient services, commercial and market access teams.
Again, Ashfield are not going to ruin their reputation by taking a hopeful punt on Synairgen’s Phase 3 results. They’re happy to take a piece of the action and the resulting reflected glory when this goes into production.
The infrastructure for this has steadily been put into place behind the scenes during 2021. One of the shortest, but most relevant posts last week came from LTH and respected poster ‘Matml74’, who replied to a query regarding Synairgen’s supply and logistics chain from one of the newer shareholder’s in very succint fashion – a few words that say so much:
Matml74 – 02/02/22:
Aerogen (nebuliser)
Akron INF B
Catalent Fill Finish
Thermofisher Linked to Fill Finish
All from FDA approved sites.
Add into the mix Sir Stephen Holgate’s public declaration confirming, ‘this works…’ made last year and Richard Marsden’s last words on the recent promo video, ‘We are ready to play our part’.
So are we Richard, so are we....
Many thanks to the sleuths on here today for finding the time to keep the board up to date with the new vacancies - very much appreciated.
Fitting then that I would like to bring back into focus one of the most important and fundamental elements when researching a company: the quality and experience of newly appointed employees.
When I bought my first and largest tranche of shares two years ago Synairgen had only 19 employees, since that time I have kept a close watch on recruitment and the two that really caught my eye last year are shown below, their relevant areas and level of expertise take up several pages each, I have condensed the areas that will be of most interest to you in one short paragraph. The significance of these hires was somewhat lost in the usual high volume of daily posts.
March 2021 – Richard Hennings, Chief Commercial Officer: A dynamic pharma entrepreneur with 30 years commercial strategy & operational experience….securing financing & enabling accelerated development. Broad partnering experience, successfully supporting fund raising, joint ventures, mergers, acquisitions, divestments and licensing deals. Diverse organisational experience from top 10 global pharmaceuticals to microcap Biotech start ups.
Oct 2021 – Gareth Walters Ph.D. The newly-created role of Chief Regulatory Officer in preparation for SNG001 regulatory submissions. 30 years+ expertise of global regulatory strategy from preclinical, to marketing authorisation, through to post-approval and commercialisation. Previously, Dr. Walters held various senior regulatory and executive management and Board roles at several pharmaceutical and biotech companies, as well as commercial and clinical positions at Roche. During this time he played a key role in bringing innovative new medicines to the market, including in the US and Europe.
Note the last bit, ‘including the US and Europe’ – I’m hoping you’re joining the dots here, especially after today’s activity.
Can anyone seriously believe that individuals of this calibre and experience would ruin their glowing CVs by joining a tinpot pharma minnow with no product to sell? Of course not, they have joined Synairgen to enhance their already excellent track records by playing key roles in bringing a new high profile drug to the world stage.
These seasoned professionals will have had access to more detailed information than is made available to mere retail shareholders like you and me. This will have been no stab in the dark for them and you can be certain they won’t be hanging on a thread waiting for phase 3 results like some of the more nervous individuals on here.
They will be totally relaxed and fully engaged playing their part in bringing this project to commercial production. If this company is good enough for them, it’s good enough for me – Since phase 2 results were announced this was always and still is a ‘strong buy’ for me.
Cont above....
Wyndrum – Re your post @ 12.41 08/02:
On Wednesday 12th January the poster ‘Grant1’ kindly supplied the following link to verified figures showing that respiratory Phase 3 trials have an 81% chance of reaching commercial production (page 29).
https://www.bioindustry.org/uploads/assets/2552f01e-5b03-47ca-9794ba0d428a6cf5/Opportunity-on-your-doorstep-A-guide-to-investing-in-the-UK-biotech-sector.pdf
Bearing in mind this figure includes trials that have been stopped, completed trials such as Synairgen’s will give a higher percentage figure.
Also, these trials use drugs with potential side-effects, whereas Synairgen have developed a synthetic version of a naturally occurring protein suspended in a ph neutral mist to deliver their treatment, which is safe and free from harmful side effects.
They have now also worked out the specific target group of patients that are most likely to benefit, so the percentage figure of success should now logically rise to 90% or higher.
Phase 3 results don’t have to equal the top line result of 79% phase 2 achieved, as drugs showing half this efficacy routinely go into commercial production.
Add to this the recent pointer from the smart poster ‘Ducati2’ who informed us that one of main players involved in the Activ2 trials covertly gave SNG a vote of confidence without actually mentioning the brand. There were over 70 drugs that fell by the wayside during this trial, but Synairgen was the ONLY broad spectrum antiviral that made it to completion.
Add to this the following comment supplied by the ever reliable poster ‘JoeyDiamond’ back in April last year from the USA’s NIH director Francis Collins: ‘The US government has similar ambitions. Antivirals for coronaviruses are task number one’.
Given the current share price is below £2, the risk/ reward ratio make this a highly attractive investment. Polygon’s activity over the past year only reinforce this view. Bear in mind this company employ a team of professional analysts before making investment decisions.
I hope this satisfies your ‘DYOR’ criteria. I have more, but am short on time, having just finished work.
Also, the term ‘binary’ is misleading to some, as it suggests a 50/50 chance of success. This hardly applies to this SNG at this stage of development.
PI research is not ‘fanciful’ as you put it, but factual if you have the time and patience to sift through the dross and pick out the research that matters, much of it provided by a handful of posters, to who many on here, including me, are very grateful.
I took a step back and made my decision two years ago, given the overwhelming evidence ‘for’, with zero research papers anywhere to be found ‘against’ – The pathetic whinging of the Oxford clown Horby being the only naysayer to date.
I agree this isn’t officially over the line yet, but it’s only a matter of time. You don’t have to be ‘hopeful’, you just have to join the dots from the evidence provided over the last 15 years.
Best not to to worry about the daily/ monthly price movements, focus on the fundamental reasons why you invested in the first place and be confident in your original decision, don't be swayed by what you may read on here or other boards.
As an example, Synairgen's share price dropped from 62p down to 32p as investors got the jitters about the lack of news on the run up to their upcoming phase 2 results in 2020.
When the results were finally released the share price shot up to 246p at one point.
I just saw the drop as an opportunity to buy more, as researcher has done with AGL. I would follow suit but am 100% invested with no spare cash at present.
ATVB
T
My first post for 18 months, although I have read this board every day since, preferring not to post due to what I refer to as ‘chat fatigue’. I imagine I am not alone.
I joined the large ‘silent majority’ who referred to this board for updates and research who became increasingly disenchanted by the increasing number of flawed characters on here that ‘talk a lot, but say nothing’.
The daily multiple posters, pseudo scientists, bickerers, infighters and as always the so-called influencers with their well worn and easily recognisable, transparent daily ‘drip, drip’ technique designed to slowly chip away at investor confidence.
My ‘filter’ button has been working overtime over the past year, all the above are now empty green boxes to me, making the page cleaner and easier to scroll through after a long working day. You should try it - it's very therapeutic!
I thought I’d return to the fray at this pivotal time to repost fundamental information I have saved from the board from the more reliable, intelligent and informed posters, most of these have now dropped away for the same reason. If you sit on the fence for a year or so you will notice that many useful posts are methodically drowned out by the usual suspects. I’ll start posting again when time permits…for now, back to work.
T
My first post on this board, although I have been a holder for just over a year now and have read every post since. Ironic that I was diagnosed with prostate cancer (luckily only a few cells and very slow growing) shortly after investing in AGL.
The prostate biopsy is particularly invasive, quite painful and uses valuable human resources, equipment, time, space and manpower. I was surprised to be told while laying on the treatment table that the twelve hollow needles about to be used didn’t cover the entire area of the prostate, meaning cancer can be missed in approx. 20% of cases – not a pleasant thought. The interim PSA blood test conducted every four months is not particularly accurate either and throws up many false results, leading to sleepless nights and undue worry.
Looking to the future, men living with my condition may well be able to avoid repeat biopsies and receive a more accurate diagnosis, replaced by a simple blood draw thanks to Angle’s technology. The advantages of Parsortix eventually being utilised in mainstream healthcare systems across the globe are enormous for prostate cancer clinicians and administrators.
The true global annual cost savings across all cancer types in the future are virtually incalcuable.
I don’t think the investing public have truly grasped the enormity of what may about to occur with this share – How can you put a price on this?
I know the key word here is ‘potential’, but I believe I have done as much research on this as any individual retail investor could, so am I missing something? I watched in horror as the POLX share price collapsed after their FDA rejection, so I am fully aware this isn’t a ‘done deal’ yet, but I can’t find a reason not to be highly optimistic at this stage.
I’m struggling to understand why this share is still so overlooked by the majority of investors. I’m equally overweight in Angle and Synairgen, both have outstanding prospects and both are close to being largely de-risked this quarter. I realise SNG is a covid related share and AGL isn’t, but even so the prospects here seem just as bright.
Synairgen has approx. 150 posts a day, but this page can go days without comment with only the sight of tumbleweed blowing across the board. I strongly suspect this won’t be the case for much longer, the herd will surely arrive sooner rather than later.
Before this happens I’d like to thank the small group of very knowledgeable posters for providing such high quality dedicated research and analysis – much appreciated by the ‘silent following’. I believe your patience will be rewarded many times over in due course.
May I ask for views on what represents ‘fair value’ to long term holders when Parsortix finally moves into commercial production when a major pharma approaches with a takeover offer?
ATVB T
Seaboy - I'm usually fairly articulate when writing posts, but this time I simply don't have the words to describe my gratitude for the information you provided to us through the night and also for the work you and your colleagues are doing for us all.
We used to have a senior clinician called 'WedMee' post on here some time ago who used to update us with news of what was actually happening on the frontline, but left presumably due to the high level of dross posted on here.
Your post stands out easily as the best of the year so far and I know I speak on behalf of many when I say we hope you continue to provide such vital 'real time' information to concerned retail investors. I say 'concerned', as many of us are still at a complete loss as to why this drug has not been granted EUA.
Sincerely wishing you and the rest of your staff nothing but the best and hope you come out of this unscathed.
T
Leroy -
A good place to start is 'babypips'. Go to their home page and click on 'education'. Their course is free and takes you from complete beginner to advanced trader, if you want to go that far.
Always remember that trading signals and charts should always take second place to fundamental analysis and actual news.
Hope this helps and best of luck on your investing journey.
Long term holders may notice that I haven't posted here for quite some time.
Along with many others, I have been put off by those who seem think it's ok to post multiple time a day seven days a week, posting dross, bickering and/or posturing.
I thought these boards were meant to share information and insight along with encouragement or to exercise caution - Obviously I was wrong.
I scan this board every day, although my screen is now mainly full of green boxes, although I would like to take this opportunity to offer thanks to (in no particular order) to Mikep, Tommy D, T L Williams, Spinnaker, Ghia, Joey D, Mellie etc for keeping me sane and also to the excellent Schrow, who always posts sensible comments at the appropriate time.
I'm still fully invested and fully committed , as I have been since March 2020.
My mantra has always been: Believe in the science, believe in the board, have patience and the rewards will be handsome.
T.
Mellie 11.07:
Thanks for publishing that list, I was going to do so, but it would have made my original post way too long.
I can see the theory behind not closing down small to medium size businesses in the USA, which are the backbone of their economy in many less densely populated states, hoping people will maintain social distancing and wear masks instead of locking everything down, but in practise it just doesn't work and S.Dakota is living proof of that.
Human behaviour during this pandemic has shown that large swathes of the general public cannot be trusted to behave in line with scientific guidance.
I wonder if the UK gov have maintained total silence on SNG for similar reasons, waiting until sufficient stocks were in place, thinking that if the general public knew there was a treatment available then the majority would immediately expect to return to normal activities ASAP. This would have put enormous political pressure on the gov back in July 2020.
ATVB
During the first half of 2020 I couldn’t understand why the USA covid figures were so high, given their extensive pharma/ healthcare resources. Having now realised that most policy decisions are taken at state level by individual governors, it became increasingly obvious that many of the republican governors were simply putting their state economies before the health of their citizens.
Over the last five days there have been several notes on this board regarding the worrying covid figures coming out of South Dakota. Governor Kristi Noem is the dream republican politician. Image conscious America find her immensely attractive, articulate, but most of all convincing. She has the wholesome family portrait, deep rooted links with the local farming communities and at only fifty years of age, is considered young in political terms and has been hotly tipped to run for republican leader against Trump in the run up to the next election.
I think this woman is absolutely bonkers and am of the opinion that she and those who share her views will indirectly do more for the SNG share price than any company promotional material/ roadshow/ Richard Marsden You Tube interview ever could. The clip below goes a long way to explaining why things are not going to improve in the USA any time soon.
At last week’s national republican rally in Florida, she chillingly received a standing ovation for stating she based her 2020/2021 covid policy on the original principles laid down by the founding fathers 245 (non-pandemic) years ago and was loudly applauded for saying ‘Dr Fauci got it wrong - a lot’.
Noem and state governors who share her views are making Synairgen’s treatment more vital by the day, therefore indirectly doing wonders for the future share price. It is no exaggeration to say those in power who share her views are unknowingly helping to make many SNG shareholders millionaires/ multi-millionaires before the end of this year.
The short video below shows her delusional responses to a grilling on the USA tv programme ‘Face The Nation’ this week, claiming her state is ‘doing well’.
Those with a solely monetary interest will love her, but if you or those around you have suffered in any way from covid you will despise her – take a look.
https://www.youtube.com/watch?v=6bEIWYxI7O0
Copy + Pasted the following highly relevant post just in from the NCYT board:
'Potentially coming in USA according to medical experts:
A top US health official has been warning of a "potential fourth surge of cases", as highly contagious coronavirus variants start to spread through the country.
US Centers for Disease Control and Prevention (CDC) Director Rochelle Walensky said she was concerned about recent data which showed about 70,000 new cases a day last week, a "very high number".
Taken from BBC'.
This trend across the globe can only strengthen the case for holding/ increasing shares in SNG.
This isn't ramping, it's just grim reality. Good for us financially, but dreadful for humanity as a whole.
As I have posted many times since July, when the dust has settled questions will be asked and there will be a price to pay.
Tens of thousands of needless deaths, it's the closest you will get to sending troops over the top as cannon fodder in WW1.
I realise phase 2 was way too small a sample to go straight to commercial production under normal circumstances, but these times are anything but normal - What would the UK gov had to lose granting EUA in August/ Sept?
Even in the unlikely event of poor patient response, no one would have blamed them for trying.
ATVB