Member Info for WelshFalcon

I was thinking more along the lines of a combined therapy for the immunocompromised, cancer patients etc....

Many 'at risk' individuals that could benefit from this approach?

That's very interesting. So, If I'm reading this right, INF can boost antibody production for vaccines?

The loan repayment is simply a technical finance matter, a bit of a distraction to the valuation of the 5%.

It was provided, on a drawdown basis, to GGP from NCM so that there was ready cash available to cover our 30% share of development costs.

Once the 5% valuation is agreed, two things happen. The amount of loan drawn so far (circa$20m?) will be repaid from the proceeds (in reality GGP will not be paid that amount, it will be deducted from the 5% payment. Secondly, we will still be responsible for our, now 25%, share of development costs until Hav is in positive cashflow (2023 perhaps).

Expect some more mention of this following agreed valuation, we will be saving interest costs on whatever we have borrowed, but there will likely be some form of funding agreement to cover our share of ongoing costs which will replace the loan. We may simply have a $50m (plus accrued interest) deduction from the 5% value which will represent $20m spent and $30m pre-funding of our costs.

So, in short, this is a minor distraction that can be ignored for the purposes of overall valuation of HAV. It is simply a technical funding 'tool' to make sure HAV gets timely development.

OMG - trying to use proper logic on this bb? Brave man!

Missed the boat? What only one boat? We will need a whole fleet for the amount of effort needed!

Maybe he/she could also explain the difference between effect and affect?

as in is Omicron effecting or is it affecting the lungs?

"......... as doctors expressed frustration at the number of unvaccinated patients being admitted."

Could this, at least in part, be as a consequence of the unmasked anti-vax protesters marching around recently in blissful ignorance that a new, more easily transmissible, variant is doing the rounds?

It's good and very encouraging. The obvious caveat is there, they need to go through assay.

Only one niggle in the back of my brain, do they use Truscan or not? There is no mention of it. If it is in use, then there would be a better than just visual read out. So I'm guessing it's not in use.

Regardless, this is the kind of rock we need to show up and may indicate that Hav North and Zipa could have the same.....

Interesting - If I was a patient of that GP (or even the same surgery) I would move PDQ.

To have a GP who doesn't keep up to date with all the relevant data, particularly within a pandemic, is not one I would want to trust my health to!

The three doctors and one consultant (all part of the same Bridge Club I attend) have listened, gone away and looked at SNG's website, asked around with other health contacts, and are all now shareholders. Go figure which ones you need on your side if the chips are down.....

You know that he is one of those rare people?
An expert in both the Dutch economy as well as an expert mental stress and diseases.

One of those to be believed-----NOT!

The 53 days is a good benchmark, but with Parexel's experience along with the obvious need for urgent treatments It is likely that this will be beaten. By how much is anyone's guess.

With really good results (very low or no deaths in the non placebo group), there may even be an early readout, albeit with disclaimers about further analysis to come. An early readout may be made public, or it just could simply be provided to various regulators as a heads up, it may even be useful in progressing our ACTIV involvement.

Christmas / new year may well cost a few days, but IMO things will now move pretty quick. Of course we won't get to know until the announcement and/or RNS lands.

It really is the Thunderbird moment for us -- "anything can happen in the next 53 days...."

Hold long and strong.

Ouch!

Firstly, back to basics - the reason a company lists on any exchange is to attract investors and raise the capital that it needs.

SNG was able to raise, last time they made one, some £87m with no problem at all. A prior £14m one was also well received.
I'm pretty sure that should the need arise, there would be no problem in raising capital in the UK (for a manufacturing push, say). However, I doubt that there will be a need for a capital raise.

So, there is no need to have a dual listing. The company doesn't need it and it would impose additional cost in both time and effort. There would also be ongoing compliance costs.

To be honest, SNG need to concentrate on their core business getting SNG001 accepted and in the market. Any other superfluous activity will detract from that, so a hard no from me!

A must listen - fabulous!

https://twitter.com/TodayFM/status/1471800286918463490

Think back to when the RNS came out - the one entitled 'Results'. It was actually a fairly mundane release abut the financial results.

But there was a flurry of panic, and (I think) some mention from RM about people/countries wanting a heads up before 'results' were published!

You can safely bet, that if the data is good, a heads up will go out PDQ. If/when this starts to move, imagine the snowball rolling downhill and gathering speed....

My expectation is that RM and his team will be burning the midnight to get this out ASAP.

One aspect that is conveniently missed is that making a successful hostile takeover is very difficult and expensive.

To actually be successful you need to be pretty sure, when hitting the 'go' button, that you have (potentially) enough shareholder support. Normally done by building a critical holding, along with positive indications from other (institutional) shareholders. Before you spend a lot of time and money, your plan has to include a high degree of potential positive outcome.

When you look at our shareholders, there is no one company in a position to even start to think about a hostile bid, no one anywhere near the 20 to 30% that would be needed. Neither is there any other share holder (or groups of shareholders) that can push the total over 50% with their support. You might be able to scare some PIs into acceptance, but you won't get them all. In our case you will need to persuade a large percentage, the same people who can easily be 'educated' by response from our BOD. To go for a company such as GGP, you have a lot of expensive hoops to jump through with a very uncertain result.

The risk (and cost) of failure would be too high with the share register as currently presented.

Step 1 start buying towards the 30% whilst talking to enough IIs to gain support - but there aren't enough II holdings to get to the finishing gate.

SNortinG

up from 78,610 yesterday.

Ouch!

Er.... Why would ACTIV release data when their trial is still ongoing, we have simply moved to phase 3, but the phase 2 data moves as well.

ACTIV is the USA trial which is still ongoing.

SPRINTER is our worldwide trial which is 35 day out of full recruitment.

Do try and keep up!

Scanning the horizon for you 'new buyer' who seems to be impossibly difficult to spot, or was it an existing buyer that you still claim to vindicate your posting?