Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
For me it's simply this ... nothing of factual significance has changed since investing ...
... insofar as it's the same (unique) broad spectrum, variant agnostic product, method of delivery, efficacy and safety profile. Skewed P3 results due to the pace of medical response that saw changes in SOC mean we revert to where we stood with P2 results awaiting another crack at a P3. What has changed, is the growth in evidence and support for the IFN's, the support for SNG among US influencers, the consistent message that a wide range of therapeutics are required globally, and that govt's need to stockpile for the future. Everything else as to CEO, BOD, communication strategies etc, is background noise filling the vacuum.
I assume somebody's paying for that research to be done to capture a holistic, conclusive view of various studies performed over the period as a collective finding?
If that is the 'why', the remaining questions are the 'who' ( is looking for that information) and the 'what' ( are they going to do with it) ?
BillyW - Similar to Jint I had to make a request via the broker (Bank) I deal through, but it wasn't a problem ... until I was unable to attend due to unexpected work abroad, but certainly intend to try again this year.
... the moan here (the main ones at least)are the lack of comms, and of course the SP. So, why not hypothesise just for a second and say that SNG issued an RNS or at least communicated publicly some positive moves, actions and alliances etc, that were going on in the background. And, as a result the SP had ticked up over theist year as a result by a little each time to, sit at 40-50p for argument's sake. What would really be different?
The glass half empty's would be unhappy at the rubbish increases and incessant messaging that was doing nothing significant, and the glass half-fulls would still be holding on either because there was no other option or because, well, S*it like this takes time and it's never a straight road. Just a thought!
Naewise/Dudio ... I'm so 'all in' here that I'll be staying the course. Having dipped my toes well before Covid, I did not have to be convinced to jump right in when it caused SNG to divert their attention from COPD - and it's scary to think that was 3 years ago. It's not easy to explain why I'm still quietly confident, or the fact that despite the last year, I'm probably more confident. However, after a long career dealing with and relying on fact or, in its absence, evidence (take your pick whether you accept the 'balance of probabilities' or demand 'beyond reasonable doubt'), I try to filter out the ancillary 'noise' and gauge what the evidence appears to tell me. Whereas the passage of time is annoying, it does, on the other hand, tend to produce more evidence (one way or another). P3 was a wild card - easy to see as a threat or risk in retrospect and attempt to apportion blame - but since then, the body of evidence has (imho) continued to grow substantially in favour of SNG001. This being two-fold, namely the increase of independent reporting on, and universal support for, IFN's, as well as, the widening of SNG's tent with quality staff, partners and influential supporters. If I have to trust in anyone, it is the scientists and medical professionals more than the business world. The former don't generally look for quick results but good results (and that takes time). They tend to follow patterns of proven and tested behaviour, and process. SNG's apparent adherence to ' under promise and over deliver' in the past is, I hope, still very much alive and well, and maybe explains the communication wilderness, where we currently inhabit, left (apparently) rudderless to guess which way leads us back to profitability. I just think a year in our time is like a week or a month in their's. So, I wait for the next RNS that raises the curtain on the last act of our melodrama. Just hope at the end of the night it's a taxi home and not the late night bus.
BeBold ... feeling your pain on ODX. I thought I'd diversify there alongside SNG. Cashed ODX losses and guess where I added ... yep, that's right! Anyway, as others have rightly said, if you don't sell (SNG) you haven't lost anything ... yet. I would never attempt to advise anyone .. even if I had the knowledge, but despite the radio silence (that is getting everyone down on here) many are living up to your name and still haunt these corridors patiently (or not so patiently) waiting for the next RNS. When it comes it will hopefully provide a signpost of what comes next, based on what has been going on in the last year in-between the various open-source presentations and the continuing reports extolling the virtues of INF's. This is all we have to cling onto as well as TFG's (Polygon) massive holding . There are two schools of thought on here so focussing on the SNG's RNS's, social media posts and the medical reports on INF may be the place for your due diligence. Good luck.
Perfect example ... you don't have to read far to see the parallels either ...
"Most investors who have an account on a stock message board will block or mute the people that post fake comments. But that’s not good enough. We have to put a stop to it.
Hardcore investors that have done their research won’t be swayed by junky bearish comments. Wall Street’s target is the newcomer. Someone who just happens upon a stock because it’s trending. They find a new stock, see a bunch of scary comments talking about bankruptcy (rare), lawsuits (cash-grabs), or how dumb the CEO is (can’t be that dumb to be a CEO), and decide the stock isn’t worth their time."
Doc83: "A good guy to have on our side. And I don't think he'd endorse any old rubbish just for the money."
Absolutely ... and given his "phone is ringing off the hook" and, 'considering his next move', he's not going to jeopardise that by aligning himself with something that's going nowhere !
The weight of evidence for IFN therapy seems simply overwhelming over the last year alone, never mind before that. The fact that IV administration is all but been ruled out, then SNG's patented, and unique offering would appear even to the layman, to be a no-brainer. As we guess and speculate as to the radio silence it's easy to forget the body of independent evidence that exists. One may speculate that efficacy is not the issue, the (long) path to realisation is. All we have is patience.
Returning focus to something we actually know is happening ... here are some snippets that may give hope for the planned collaboration and beyond ...
"At Janssen, we have a deep heritage of caring for those affected by respiratory infections. We have been actively engaged in fighting global pandemics for over a century..."
"This commitment to treating respiratory infections continues today via our current consumer products for everyday respiratory care, as well as our response to the global COVID-19 pandemic..."
"We are developing a variety of solutions for respiratory infections, including COVID-19, respiratory syncytial virus (RSV), and influenza where innovative treatment and prevention approaches are urgently needed..."
"We are pursuing multiple avenues to address the serious harm caused by RSV infections ... Our pipeline is poised to bring novel prevention and treatment options to those at greatest risk and in greatest need. Working with key healthcare stakeholders, we aim to prevent and treat RSV in vulnerable populations..."
https://www.janssen.com/infectious-diseases-and-vaccines/respiratory-infections
Respectfully, I don't agree (except for the great production of the clip).
Too confident? .. maybe, but I seriously doubt it.
Frustrated? .. as much as anyone.
Lost much? you bet - big time, since before 2020)
I keep reminding myself of the profile, experience and status of the scientists involved, both with SNG and their recent addition of equally high-profile supporters. They have also recruited quality people to do the other 'business' stuff, so accepting all that, (and even leaving aside the unique quality of the product) the timing and build up of these PR messages are to my mind the latter preparation stages of something about to happen. Why? ... because to release at this pace and not follow up would be in stark contrast to the the previous accepted notion that they actually know what they are doing. Just because they are not updating PI's does not mean the opposite.
It's hard to see the logic when emotionally and financially constrained (and I include myself in that.) If it's a choice of a half full, or half empty glass, then I choose the former to keep day to day sanity. What difference does it make if I'm wrong, I have no desire to be able to say 'I told you so' if it goes south. GLA.
Fruits - very enlightening ... no doubt each of those strategic areas could be further broken down into tactical and operational delivery stages. A worthwhile read to consider the sort of discussions and considerations that must have been going on in the last 12 months (and before). It may also help timeline the recent US Job Ad towards the latter part of that timescale, taking us back to where we were a year ago with the Job ads ahead of the P3 readout. Delicate discussions, dotting I's, crossing t's, and NDA's = radio silence.
Whilst current focus seems to be on J&J ... here's what AZ are saying ...
"2022 was a year of continued strong company performance and execution of our long-term growth strategy. Looking ahead, we’ll deliver 15+ new medicines before the end of the decade."
https://twitter.com/AstraZeneca/status/1623622859032592384?s=20&t=e_0Gr81ay6B2Nw07UpC24Q
Gunto, Wigster, et al ... what are your thoughts on the part of that ad that says, " ... to enable evaluation ...". I know this is subdividing sentences, and maybe a step too far ... but could that itself suggest a (separate) precursor stage to the following words, "... preparation for the introduction of SNG001 into clinical practice following Regulatory approval."
In other words, could we have a possible (bespoke) hybrid solution that has been worked out whereby some 'evaluation' process (e.g. something short of a full P3) is being considered to bolster the existing collection of data, that then fast track's SNG to the FDA ... and thus the need to seek the new position(s) now due to a quicker than normal acceleration to EUA or full approval.
Dunk - No idea just did a search to see what came up. Title and wording different, mentions "pre-launch plans" and also comes from/via 'Ashfield Engage', so anyone's guess. Also appears here for Denver location ...
https://lensa.com/head-of-us-commercial-operations-jobs/denver/jd/dd9b71dcf7cdbb8c29c2d89759959b88
Not wishing to further confuse ... but ...
'HEAD OF US COMMERCIAL OPERATIONS"
https://www.gigzio.com/head-of-us-commercial-operations-new-york-new-york-773618945482921747
"Ashfield Engage is recruiting a Head of US Commercial Operations directly for Synairgen, an agile, pioneering and fast-growing specialist respiratory biotech company. The Head of US Commercial Operations is responsible for managing all aspects of a commercial launch and establishing as well as maintaining key relationships with Ashfield and contract teams.
What will you be doing?
Developing and executing commercial operational pre/ launch plans
P&L responsibilities
Developing and executing Marketing strategy for home office and field-based teams
Responsible for business conduct of Customer's direct employees
Responsible for implementation of pricing strategy in partnership with Head of Pricing and Market Access
Serve as key organizational leader, decision-maker regarding business planning, forecasting, resource allocation, etc., and subject-matter expert on product distribution and reimbursement
Influence, collaborate and work with cross-functional leaders, departments, and teams to develop and execute successful strategies (finance, marketing, sales, medical affairs etc.)"