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[d1nga] 27/4/2020 15:05

Here's the post Nobby

RE: ACE 2 receptors CEO commentToday 14:49
Dear Andrew,

The finding that ACE2 mRNA expression is increased in lung epithelial cells by interferons (IFNs) is interesting although the impact of this finding in the context of SARS CoV2 infection remains to be determined. The following points need to be considered:

It was found that the effect of IFN? on ACE2 expression was greater than that of IFN? or IFN?, so not all interferons are equal in this respect.

• While it might be argued that more ACE2 could enhance infection, the ability of type I IFNs to induce an anti-viral programme in parallel with this effect should actually prepare the cells to respond better to the infection and enhance their ability to fight off the virus.
• The data in the paper are predominantly for ACE2 mRNA expression, not ACE2 protein expression – these do not always reflect each other.

Thus, while Supplemental Fig 5M shows a western blot for the induction of ACE2 protein by IFN???there is no clear upregulation of the protein.

However, there is the possibility that ACE2 was shed from the cell surface after up-regulation in response to IFN treatment. While this was not investigated, if it did occur, it would provide additional protection as the sACE2 would ‘mop up’ the virus before it can infect the cells.

• ACE2 has anti-inflammatory roles (either as a membrane bound or soluble protein), so upregulation may be beneficial by countering the inflammation caused by the virus. As discussed in the paper, this is clearly shown in murine models of influenza infection where knock out of ACE2 results in increased lung pathology and increased mortality.

I hope you find these points to be of interest especially in the context of the use of inhaled IFN-beta1 for treatment of SARS CoV2. If you have any further queries, please don’t hesitate to contact me.

Kind regards,

Richard

[vitec] 27/4/2020 15:04

I thought you were going to say "if SNG made vaccines, they would probably be the best in the world"

[nobbygnome] 27/4/2020 15:03

No Farn also have interferon beta as a treatment but injected?

[toffeeman] 27/4/2020 15:00

gbh2 - if SNG made vaccines then I might think your completely brainless suggestion had a modicum of sense - but we don't - try FARN for that one :)

[nobbygnome] 27/4/2020 14:57

Please post it here as I am not on LSE.

[daffodil4] 27/4/2020 14:54

Hope I am not breaking any rules..

But thought you may all be interested in a reply from

Richard Marsden about ACE 2 Receptors posted on
LSE at 14.49

[daffodil4] 27/4/2020 14:33

Boris must have had something..not saying it was
ours but he went from ICU to being discharged in a
few days..

[pdt] 27/4/2020 14:23

Just me thinking out loud.

Over the weekend there was discussion about a patient discharged from a Leicester hospital. It was very likely he was on the SNG trial because 100 patients were mentioned, nebuliser and continued at home taking tests.

We don't know if he was on placebo or active drug. However, we know he was discharged after 8 days. Looking at the SNG005 trial and also the INEXAS (AstraZeneca) trial the best results of PEF were at 7 days. The placebo patients were at their worst at 7 days.

I came across a research paper looking at chinese patients, a study of 400 hospitalised people. The mild/moderate disease people had a median stay in hospital of 28 days. the more severe had a much longer stay going on into ICU, I think it was 52 days.

A stay of 8 days would tie in very closely with what you would expect for someone on active drug if it performed the same way as seen previously. Therefore, it would be very encouraging if he was on active drug because it suggests that it has the same affect on this virus as it does on all the other viruses.

Of course he could have been on placebo and recovered quickly like Boris!

End of my random musing.

[adman50] 27/4/2020 14:03

I disagree that £5 is rampy. Like I say been in this a while when it was purely COPD related trials and results were due roughly around the end of Q1. That's ultimately my cash out price which is not unthinkable given the broker forecast. I suspect most pharma in first or second testing phases have little to no interest at the start as well.

If this starts to grow people will sell out well before and include myself because if I've got large 5 figure sum held in an AIM listed company the risks are obvious. When I do sell I'll never look at SNG again because I know I'll beat myself up for not selling st the perfect time.

[daffodil4] 27/4/2020 13:48

Vitec

I see your point...but SNG have been working for 15
years..and they are of a certain age when they may
well want to enjoy the proceeds from their hard work..
But if they are not ready to retire I am sure they
could carry on under the terms of a buyout....
But there could be a hsotile takeover bid here..
remember Link are just trying to get a great return
for the Neil Woodford Fund ..they could be approached
and IMO it would not be too difficult to get 30% of stock
and make a bid...Also very important fact..PI's are
the biggest % of shareholders, so if there was a bid
the Board would not be able to stop a takeover if
shareholders voted for the deal..... Many potential
outcomes here...

[vitec] 27/4/2020 13:45

Nobby, you me and Toffeeman are all singing of the same hymn sheet.

[gbh2] 27/4/2020 13:45

(probs AZN).

Novartis is would be the best fit for a new antiviral vaccine.

[mostro] 27/4/2020 13:45

Nice to have added a few thousand more at 57.9p!!

[nobbygnome] 27/4/2020 13:43

FWIW I don't think there would be a takeover in the short term; a licensing deal is much more likely IMHO. Just think of the logistics of a takeover. There has to be the statutory periods of the offer in which the company would likely be paralysed when the priority should be getting the drug approved and on the market. I don't rule out a takeover ultimately but not in the short term.

[vitec] 27/4/2020 13:42

I hope you are right. I will be very wealthy and can then make a worthwhile financial contribution to the ongoing fight against Covid 19

[vitec] 27/4/2020 13:41

Toffeeman. I agree. That is my guess as well.

[toffeeman] 27/4/2020 13:39

Your guess is a takeover - My guess is that they are already working on a licensing deal with the assumption that the trial is successful (probs AZN).

[vitec] 27/4/2020 13:37

All supposition. I have been here many times theorising about what may or may not happen. Why would Marsden want to submit to a buyout at a cheaper price than can be achieved by supplying the market with a blockbuster treatment? Covid 19 is not going away. SNG could be supplying the market for the foreseeable future and for a longer period of time.

More likely is a tie up with a larger Pharma for manufacturing and distribution. Yes a buyout could happen in the future but I do not believe it is on the agenda at the moment. Happy to be wrong but suspect I am not.

[daffodil4] 27/4/2020 13:36

NCYT went from 6p to 517.50

I bet if someone posted at 6p that it would be 517.50
6 months later then most would have thought they
had lost the plot.....

[daffodil4] 27/4/2020 13:30

Vitec

I am guessing that a buyout will be announced very
soon after the trial results IF they are positive..
We are too small to roll out on our own so need
to Partner with a major Pharma...I think it
would be difficult to negotiate a deal that
relates to COVID-19 treatment only so Imagine a
buyout is the more likely option...I agree
many will be out on results..but I think it is
worth waiting for the next news which will not be
long after of either a Partner deal or buyout..IMHO

I strongly suspect negotiations
are on going in the event the trials are a success..

[fidra] 27/4/2020 13:28

It if the trial is a success it’s not .

[paradise city] 27/4/2020 13:23

But it keeps dropping, talk of anything over a quid atm is pure fantasy imo !

[vitec] 27/4/2020 13:21

Before Covid 19 there was little interest in SNG. I understand the market has huge potential but everything has been sped up because of the number of lives being lost and the urgency to find effective treatments. I can safely predict that the vast majority of those currently invested will never see the top price that the share price can achieve. My reasoning is that no one knows where this could go hence why I am excited but also cautious. Taking some money off the table along the way is the wise thing to do.

[lukead] 27/4/2020 13:20

Vitek, ditto, SNG being the only share DOWN on my watchlist, which is both surprising and disappointing. I note the testers are doing great and
Nobby’s twosome are doing great,
PS, just seen you have 100k invested, you stand to be exceptionally wealthy or a bit poorer,

[gbh2] 27/4/2020 13:17

Everyone is allowed to dream :)