Synairgen Share Discussion Threads

[74tom] 24/3/2020 09:28

Also re. Feeling sorry for the buyers yesterday morning, remember that it opened at 44p last Wednesday & fell all the way back to 21p bid at one point. They are collecting shares by scaring PI’s into selling, once they are done we will rise back quickly IMO.

Agree re. The disparity vs FARN, a good thing for us but frustrating at present!

[talk2dubya] 24/3/2020 09:28

Same price action as the day the RNS was announced, hopefully will move back up shortly. Just taken some money from my gold fund to add.

[nobbygnome] 24/3/2020 09:26

Yes saw that is clearly vital. SNG have a clear route to market whereas FARN as yet do not. They may indeed also set up a trial but nothing yet announced. Anyway as I say, that approach is unlikely to work.

[hazl] 24/3/2020 09:26

needed to consolidate but ....was it Zac Mir gave 44 p as support?
I forget.

[saw89] 24/3/2020 09:24

Yes FARN Mcap 5 times higher and this delivery method is superior. This is also being tested within the NHS now

[nobbygnome] 24/3/2020 09:24

Yes. Viruses are mainly fought by a cellular response because they cause an acute infection. The antibodies come later to protect you from future infections.

[tidy 2] 24/3/2020 09:22

Ah very good so antibodies come at a later stage but the effects of the drug are effective much sooner?

[likya123] 24/3/2020 09:21

Nice drop and fantasic small window to get some cheap ones!

[nobbygnome] 24/3/2020 09:21

For anyone who is beginning to doubt look at FARN. The market cap is £270 million and has risen over the last few days including today because of their iv beta interferon, which as discussed earlier is unlikely to work as it is given iv. Yesterday they have a promising cancer drug as well but the disparity in market cap with SNG is ridiculous!

[arab3] 24/3/2020 09:16

I think the current seller was spamming all the boards yesterday

[toffeeman] 24/3/2020 09:15

I feel for those who bought between 55 and 65 yesterday and are now sitting on loses of up to 30%.

Let's hope that the recent chart pattern repeat, although the price may drop as far as 35-40 before resuming the upward trend.

Sobering day all round - MiL with interstitial lung disease has contracted C-19 - won't be in the trial.

[nobbygnome] 24/3/2020 09:09

>> tidy

Not antibodies. They take weeks to be produced. The interferon beta stimulates a cellular response and production of cytokines and other mediators which fight the infection and stop further cells from being infected.

[likya123] 24/3/2020 09:09

Been informed that the current seller almost done and then it will fly again.

[nobbygnome] 24/3/2020 09:04

BTW I should credit timbo with the above information about Merck as it hadn't occurred to me. I had a long phone conversation with him yesterday.

[nobbygnome] 24/3/2020 09:03

I agree they are the most likely partner. However, Merck are another possibility as they produce interferon beta (rebif) for treating MS patients.

[tidy 2] 24/3/2020 09:02

Ah interesting I never considered half-life being an issue. Very good point. So SNG001 is administered directly to the healthy cells via the lungs directly which allows the antibodies to be produced, stimulated at the point they are required to do their job. So it is the shortest route possible for the drug to carry via nebulisation?

[lithological heterogeneities] 24/3/2020 09:00

My money is still on another tie-up with Astra.

[nobbygnome] 24/3/2020 08:59

I would go as far as to say that the iv route is very unlikely to work. You will have to give a very high dose and that will have a systemic effect. The beauty of inhaled is that you are giving a small dose to the right place so there are no systemic effects. Hence so far there have been no safety issues. Remember the drug has been in lots of patients already so there is lots of safety data.

[lithological heterogeneities] 24/3/2020 08:59

Now they have switched to COVID-19 (COVID-27 for Dianne Abbott):

SYNAIRGEN - COVID-19 WEB PAHE

[nobbygnome] 24/3/2020 08:58

Yes correct. Via the iv route you will struggle to get a high enough amount of drugs to the lungs as the half life of interferon beta in blood is short. The action of these cytokines under normal conditions is almost cell to cell so from an evolutionary point of view they aren't designed to stick around. So the inhaled route is by far and way the best way to go.

[saw89] 24/3/2020 08:58

Easily the most exciting share around at this time IMO.

[lithological heterogeneities] 24/3/2020 08:56

bones,
Since the deal fell through in April 2017 SNG have progressed ALOT for COPD:



FEB 2018.....the company commenced a two part Phase II trial to evaluate the potential of SNG001 in COPD.Part one of the trial is now complete. In this part of the trial inhaled IFN-β was well tolerated in COPD patients and biomarkers of antiviral activity were significantly elevated 24 hours following IFN-β inhalation.

OCT 2018.....Part 2 of the trial, which studies the efficacy and safety of inhaled SNG001 in up to 120 COPD patients with a confirmed respiratory viral infection, commenced in October 2018.

MAR 2019 the Data Safety Monitoring Committee (DSMC) completed its planned safety review of Part 2 of the trial. In its review, the DSMC did not identify any safety concerns for patients currently enrolled and it endorsed a pre-planned broadening of the patient population to allow patients with more severe COPD to participate in the trial.

[tidy 2] 24/3/2020 08:55

Yes same antiviral booster as FARN here which is administered intravenously whereas SNG001 is through a nebuliser. This is correct Nobby?

[nobbygnome] 24/3/2020 08:54

>> saw

Wrt post 440 you have a tendency to ramp but that is an exceedingly good point. Clearly the risk reward is different but there is far more potential value in SNG than NCYT IMHO.

[saw89] 24/3/2020 08:54

Easily bag a few times from this level in anticipation of positive feedback in the next week or 2. Given this is being used on patients in critical condition, we will know quickly if it works well and has a positive impact.