Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
This is a reminder that, despite all the other noise, SNG is the only candidate with strong data that in on the cusp of filling this huge gap in respiratory disease - where there are so many global killers out there - and they have a strong plan to focus and direct their own resources towards proving that once and for all to gain regulatory approval asap.
"The search for a broad-spectrum antiviral treatment can be traced back several decades, with a growing recognition of the need for a treatment that can effectively target a wide range of different viral infections.
In recent years, there has been increased recognition in the importance of developing broad-spectrum antivirals that target the host cell rather than the virus itself. However, despite this growing interest, there is currently no precedent for a broad-spectrum antiviral clinical development programme.
Many of the platform trials that emerged during the COVID-19 pandemic have completed or wound down in part due to lower rates of severe illness or changes in funding. Synairgen has been and remains in contact with the relevant platform trial investigators and will continue to evaluate options should they arise; however, in parallel, wanting to move forward at pace, we believe that implementing our own current clinical development plan as quickly as possible will provide promising opportunities to collect appropriate and meaningful data to support an eventual regulatory submission. "
This is a reminder for me that, despite all the other noise, SNG is the only candidate with strong data that in on the cusp of filling this huge gap in respiratory disease - where there are so many global killers out there - and they have a strong, focused plan to direct their own resources towards proving that once and for all to gain regulatory approval and, particularly, at speed. The mention several times of their collaborative approach with other industry actors means they are clearly not alone in their view of the fastest way forward and in developing their plan ahead. Others are watching.
Faith in some measure is (obviously) apparent in all (LTH) investors, however drilling down into II's & PI's would suggest that it is timescale where we differ (with the possible exception of the younger PI's). The BP industry, SNG & TFG all do this for a living, I suspect most of us do it to enhance our 'living'. We are therefore, in relative terms, impatient by design, and there's the rub. It will happen, but when?
Ghia / Fruits ... ergo, the assumption is TFG are not buying. So as Doc says, seems very plausible that 'insider' status could be a reason for not increasing their position to the max, (especially when at 8p) which would otherwise would be expected given their level of investment to date.
Fruits .. to jump in .. and turn that question around I guess the obvious answer would be 'whenever TFG stopped buying' ... assuming they have stopped, so question therefore becomes, have TFG stopped buying?
https://twitter.com/AIMdective/status/1647128902278496259?s=20
Either way, SNG are bring talked about, so may just keep those buys coming in and keep us in the blue as we await an actual RNS springboard back to the future.
Agree Trinityman. In fact, I have just counted 61 names on my filter list, but makes little difference when their headlines are copied to raise some objection, and worse if their content is discussed - surely just playing into the hands of the disruptors. Filter and ignore would be so much better for everyone.
In truth, I don't know which I hate the most ... the cyclical return to BB infighting and Pythonesque taunts or the deathly silence when everyone turns off for 24 hours ... anyway back to the RNS crystal ball gazing ...
I previously opined that TFG may pop up with another 1% holding to produce a TR1, but expect now that the closing window towards June may mean that it is the now much-awaited AGM details that will cause the next epidemic of red-dot heart palpitations across the SNG PI population. Have a dispirin ready.
Fwiw still feel (in my water only - no evidence) that TFG are probably topping up towards their 'no obligation' maximum however.
Good find Titania .. as always ..
No less than 8 of the team attending so expect this is a big deal for them all to have a job to do (incl. in the margins), and will be nicely timed for an AGM update following month.
Just wondering if the timing (and/or delay) of this full update mean anything other than its taken 3+ months for NIH to publish full results after SNG (it appears) submitted them on 15 Dec 2022 ?
In other words has publication been delayed whilst 'conversations' were being undertaken by SNG in the preceding 3 months? Rhetorical questions really, as no doubt anyone's guess.
Med. Director post ... Had a look on LinkedIn as major hires might be expected to be posted there by Co. or the successful candidate - no joy ... but reminded me of a long-standing question as to why there are 3 separated Synairgen accounts (one 'Ltd' and 2 for 'Research') on LI ?
E.g. ... in the PLC account there is recent post (4 days ago) and the first for several months by a freelance researcher/marketer highlighting the US Clinical Trials Market ... see below link
The site also states only someone from the Co. can post so assume that individual was able to ? ... but does not seem to tie in with social media posts ? ... Just seems very random in SNG Media are coordinating these accounts.
https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=false&heroEntityKey=urn%3Ali%3Aorganization%3A8401742&keywords=synairgen%20plc&origin=RICH_QUERY_SUGGESTION&position=1&searchId=6d550c59-32ac-4099-885b-738bcc97bef2&sid=byi
https://www.synairgen.com/science/copd
"In February 2018, Synairgen commenced a two-part Phase 2 trial to evaluate the potential of SNG001 in COPD ....
... the trial was paused ..."
"... The Medicines and Healthcare Products Regulatory Agency (MHRA) allowed an unplanned interim analysis of the data on the grounds that it could generate data to support Synairgen’s SG016 trial of SNG001 in COVID-19 patients."
Is this an example (in SNG's own history) of where a regulator has the flexibility to allow cross-trial data in support of a new trial ?
If so, does the mere fact that such regulator flexibility exists, allow SNG - with the backing of a couple of BP heavyweights - to make a (bespoke) case for expediting the bringing of a much-needed broad spectrum therapeutic to market sooner rather than later?
One would hope/expect that the intense work done to deep dive P3 data and collation with all previous P2, and ancillary trial data, was done in consultation, or discussion with, regulators (with whom SNG have previously and consistently said were included in their list of industry partners). The aim being to set a time-stamp of achievement for SNG at the P2 level so that their future activity would build from there ? In other words, no need to go back to the remedial class and start again.
More breadcrumbs that seem to say that, whilst we don't know where we are headed in terms of a solution, we are still moving in the same (hopefully positive) direction. How do we know this? ... no news also means no u-turns being announced, and in the absence of any bad news, the breadcrumbs support 'something' happening in the background that speaks consistently of collaboration, and with big names, both individuals and BP. Arguably, timescales aside, there has been nothing negative at all, and the science around IFN's keeps being churned out. In particular, the idea of collaboration at a high level, in terms of BP's (plural) certainly means teams of lawyers, NDA's and very tight lips (... and SNG's were already pretty tight). The polarised views seem to come down to whether or not you (as a PI) have time on your side. Personally I don't, so I look for the positive signs wherever they are, even if that means the lack of negative ones. Time will tell and it never look so long once we are looking back.
Well, it's that time of day we are all probably looking in the mirror, so ultimately we may well have to look deep and accept that, at least in the eyes of others, we have all talked some BS on here over the years as we hope, guess, pontificate, at the various moving parts of this debacle.
I for one, however, have welcomed the musings (if they are just that ... or maybe more?) as it's hard to deny they have been at least a new (and arguably) interesting proposition, and a more than welcome break from the more repetitive arguments on here. We are all guessing so no harm in something a bit different .... and without any abuse or ridiculing of others I may add!
https://www.linkedin.com/feed/update/urn:li:activity:7043558933315080192/?origin=SHARED_BY_YOUR_PAGES
Nothing new and just a link to : 'Meet The Team' page on website ... however,
Surely that and all the other steady stream of social media posts would be wasted effort if it wasn't a signpost to an upcoming turn in the road ?
Oh ! ... and the adding by TFG over the period ... which if permitted to guess without any evidence to support it, I'd say they are still doing so, and the next RNS may well be another TR1 pushing towards 29% ... there, I said it !