Member Info for WelshFalcon

Just musing....

Pre-internet days, the tin hat brigade (you know the ones, roaming around with 'the end of the world is nigh' boards etc.) were ridiculed and largely ignored.

Nowadays, they seem to pop up everywhere online with gusto.....

Sometimes progress does come with a little bit of negative juice!

So.... what exactly do you think war will do for the demand of SNG001 post a good P3?

a) people will suddenly stop getting ill and demand drops away?
b) People will suddenly start to get infected at a faster rate increasing demand?
or
c) Nothing much will happen to change the prospects of SNG001.

Daft question IMO.

It might and it might not.

We won't know until the P3 results are published along with RM's assessment of the commercial viability over the next 2 - 5 year horizon.

This is what makes this company such fun....... How lucky do you feel (or is it not luck, but credible data)?

They should set an automatic delay for overly frequent posters. Delay increases throughout the day in inverse proportion to their (attempted) postings. If they only post once per half hour, all is ok.....

That would take their wind, somewhat.

So..... the FS isn't due until Dec?
So, they haven't yet set a cut off date?
Already flagged up as 50% bigger than PFS?
Drilling keeps hitting impressive intercepts?

Oh my.......

The applicants for all these jobs will have to be asking the big question (If they don't, then they are too daft to be employed!).

"I have a concern with my long term future in joining a company at this stage in it's development and with no drug on the market, what assurances can you give me that there is a long term future with your company?".

Well, that's the biggy I would ask.....

I'd love to hear the answer.

This close to P3 results!

That's not just a few more breadcrumbs. Now they've gone and thrown in a whole loaf.......

*action* (sticky keyboard!).

Missing in acton on HL too.

Can you exclude me from the 'Everyone has the same frustration' set?

I know that the P3 trial is complete, I know that it was a worldwide trial with may countries and people involved, I know that it will take time to get the results out for such a trial, I know that RM's team will be working away to get this done asap.

slightly disappointed that this monday is not the one. But I'm overall positive and constantly looking forward to when the results do get published. Not frustrated at all.

That is a full reflection of your own paranoia.

The results will come when they are ready, we know this.

Your frustration that they didn't appear today is your problem only. You decided to invest, deal with it......

Happy Mondays. Step on?

You'll not get a simple answer on this one, it is very involved/complicated. Regulations and markets do change on a state by state basis as well. This is why we will need experienced professionals over there.

I do know (but well out of date) about the workplace medical (workers' compensation) from my old insurance days, but the personal medical insurance side is vastly complicated.

There are all sorts of coverage levels, differing co-pay options and deductibles. There are in and out of network charges. Basically you can have whatever you want, but the medical insurer will have the final say if they reimburse you fully, in part, or not. Get it wrong and it can get very costly very quickly!

On top of that there is the so-called 'Obama Care' - a way of providing medical insurance for the less well off - again may vary on a state by state basis. The final fall back is Medicaid for those at the very bottom of US life - not where you want to be.

So, the buyers are many and varied. Individuals, yes if coverage is denied and they have the cash. Hospitals, yes. Insurance controlled entities, yes. Federal Gov, yes (stockpiling and military use, basically). State Gov, yes but requirements will differ for each State.

When dealing with the US, you need to basically treat each State as a different country all loosely affiliated through an overarching federal structure. So it is complicated!

This is very much a simplification, I remember being once shown the regulation records room for a large US wide Workers' Comp insurer. It was basically a massive reference library with a pretty large team constantly employed in keeping their reference library updated. Anything that was done, or planned / explored would need to be researched by this team through all the regulation in each State before it could be actioned. Of course if you only operate in one State, you only have that State to worry about....

In short, yes we do need some very clever professionals on the ground over there.

Oh, and don't forget that when the big RNS lands, there is more holdings in sticky hands. There will be precious little liquidity to feed the new buyers. That means a healthy upward pressure.

Why all the paranoia? " how have they been allowed to accumulate 18% ".......?

Well, I'm very happy they have. Their holding will ensure that any buy out deals will be very lucrative. Polygon look for stocks where the upside potential is big. They will withhold their vote until any bidder has been squeezed hard enough so that the juice runs down their legs.

Love it.

I don't pay much attention on here these days.

The whole board seems to be suffering from a hydrogen induced paranoia from his OCD obsession with shorters. They may be there, they may not, but there is b****r all that the average PI can do about it. Obsessing and believing that 'they' are harming you is not good for your sanity.

It's much easier to deflect any losses/doubts/pain etc to the mythical 'they' that are out to get you. Wake up, blindly following the shorter mentality will do you more harm than good. It's not a lot different to Trump's base still believing the election was stolen.

Utter madness.

It is a big number, 1.5m.

But how much is it as a percentage of the total shares in issue? Put into perspective, is this not actually a small number?

Asking for a friend......

LOL. These type of emails don't get past the 'nutter filter' (whoever it is that screens emails/letters etc. and only passes on those worthy of attention).

Some may get circulated, but only for amusement value.....

Buyouts, both agreed or hostile, are not easy. They are expensive if you don't succeed as well.
I'm sure major pharmas will each have an idea of what they might spend (more related to the added benefits within their particular product range).

In order to be successful, you need to get enough shareholders on board before approaching the company itself. Go in without support and you'll get the 'you and who's army?' type reaction.

So, very little will happen until the data is published and they can size up their values. Then there will need to be conversations with Polygon/Polar and or other larger shareholders. Maybe discrete conversations with one or two directors as well. Only when that are sure that they are likely to get past the finish line will they make an approach. Even then, larger shareholders (Polygon) will be happy to entertain competing bids.

So, no. There is no holding back data while they discuss buyouts. Just not how it would work.

When it's ready, for crying out loud!