Synairgen Share Discussion Threads

[waterloo01] 28/5/2020 09:42

Based on the large existing body of work available, some of which we review here, early administration prior to viral peak or prophylactic treatment may offer maximal protection without appreciable pathology.



This backs up the early intervention approach.

[lauders] 28/5/2020 09:38

This is currently a traders delight! Up/down in big steps on an almost daily basis. Best is to just buy and forget until end of June at the moment if you are not a trader. I certainly am not one! In some ways I wish I was but I would probably make a complete mess of it!

[nobbygnome] 28/5/2020 09:37

Regards inept management. With all due respect, the management are focussed on delivering positive trial results not the short term share price. Yes that is of keen interest to us but ultimately the real money will be made if and when we get a positive result!

So I would rather they concentrate on the trials than giving interviews every 5 minutes....

[money4me] 28/5/2020 09:31

Sentiment turns on a few p change

[vitec] 28/5/2020 09:30

They will take 50k off me at 50p. Bit of a turn around but it is Thursday!!!

[itshenderz] 28/5/2020 09:29

She's taking off now

[markinvestor] 28/5/2020 09:23

It appears the seller has paused/stopped.....

[gbh2] 28/5/2020 09:19

IF "inept" is to be used then it must surely apply to the Mickey Mouse way the Institution led funding offer took place!

[crookie3634] 28/5/2020 09:07

Makendon

I like many of you are frustrated with the inept management of positive news and results

Inept management? Feels really harsh! They moved the date of trial data from June to July as recruitment slowed is that the reason you feel management has been inept? I have only seen positive actions and well thought out actions from the company:

Expanded to a novel home trial
Raised enough money to enter partnering discussions, unblind COPD trial results and setup production and manufacture of the drug on a large scale avoiding a time lag should it be approved.
Continuing to hold active discussions with medical bodies to ensure if results are positive they can accelerate next steps.

The only downside I can see is your entry points and current share price which we all find frustrating. But the share price is 4x what it was less than 6 months ago that’s pretty good! And as for results what results are you expecting at this stage? They have just told us recruitment complete first result then we will get 3 results on the next 3 months more than any of us anticipated 3 months ago!

[wetdream] 28/5/2020 08:54

This reminds me a lot of NS oil exploration. Have they struck oil, or not?!
Except the limitations on what you can say and do are much more strict in the medical/ pharmaceutical field.
So you’re obliged to play by the rules. Which is what RM’s done.

With 16 staff, Synairgen were always going to be stretched. I’d rather they got the trial completed professionally than worried about the sp(which they’ve seen jump from single digits to >60p).

In the absence of any further TR1s, does that mean Lansdowne are selling and buying back?

[gbh2] 28/5/2020 08:46

I will not risk another penny on what's basically a jam tomorrow punt.
I hold sufficient to make a good result interesting and a bad result easy to recover with a subsequent Punt.

[oilhunter2020] 28/5/2020 08:46

@makendon
I share your view that mgmt communication could be a bit more aggressively done to get some focus for Synairgen and what they are doing and achieved so far.

On the other hand mgmt´s main job should not be to entertain the market so that the share price is blue everyday. Their main job is to drive for results and if positive the share price will follow. Simple as that. And if they postponed the trial outcome from June to a later date, yeah thats not nice but it won`t change the outcome result.

So as I wrote earlier this week, as long as fundamentals did not change negatively, I do not see a problem here. The only problem is to watch daily share price and getting questioning your own DD.

Look at 4D Pharma (i am not invested). Its share price lost almost 50% from the top and now seems to recover. Its very volatile in that sector and especially with COVID-stocks.
Wether the invested stand it or not.

[coxypete] 28/5/2020 08:45

Stockpiling - regardless of whether the pandemic infection levels are high or low at the point of the results - there will remain an end market. As too many Governments were underprepared this time around and will look to secure access or supply to a viable treatment course, especially one that can be administered early and potentially keep people from reaching hospital.

[myst1] 28/5/2020 08:42

If Lansdowne are still selling why have we not had a TR1 notification for over 2 weeks when they were down to circa 11 percent?

The following has been taken from the Aim rules:

notify the issuer of the percentage of its voting rights he holds as shareholder or holds or is deemed to hold through his direct or indirect holding of financial instruments falling within DTR 5.3.1R (1) (or a combination of such holdings) if the percentage of those voting rights:

(1) reaches, exceeds or falls below 3%, 4%, 5%, 6%, 7%, 8%, 9%, 10% and each 1% threshold thereafter up to 100% (or in the case of a non-UK issuer on the basis of thresholds at 5%, 10%, 15%, 20%, 25%, 30%, 50% and 75%) as a result of an acquisition or disposal of shares or financial instruments falling within DTR 5.3.1 R;

[chinadog3] 28/5/2020 08:41

This could be a golden ticket. But many it seems are happy to exit and buy back in a month.

Are they likely to miss the boat?

[vitec] 28/5/2020 08:40

Because they cannot wait it is only those that can that are being f..... at the moment.

Only a few weeks ago Marsden was being laudered as some one that was competent and able to deliver news. Now he is not. If there was not a large seller and the share price was a lot higher would any of this conversation be taking place?

AIM is a casino. If you do not like the rules you should not play. Retail investors will never be in charge and are always at the behest of people that are in charge. Pure and simple.

Nothing fundamentally has changed here. Expectation of the results is the only thing that I can see that has changed. Maybe Marsden is managing expectation and is stating July. You never know you may get news that the results have been analysed quicker, tie up on manufacturing, distribution etc. It seems that everyone has discounted any further relevant news and this is now down to positive or negative and that will define SNG. I disagree with that position.

[s120896] 28/5/2020 08:36

Nobby (or anyone else who understands trials), I understand that the results will be analysed by a third party? Will they be running the analysis now while the remaining 2 patients are receiving treatment? Obviously we have 4 weeks left (2 for treatment then 2 for follow up) should we expect to wait further time before the results?thanks in advance

[adman50] 28/5/2020 08:30

I'm legit looking at melting down all the gold in the house to go all in on this.

(Appreciate this is rampy as hell but if people can't wait 6 weeks frankly f@ck them!)

[gbh2] 28/5/2020 08:29

It's institutions that drive SPs, not people.

[makendon] 28/5/2020 08:28

For me the problem here is they had committed to a date of June, (I don’t believe they put a caveat to that), they then went dark for too long, they've then moved results out to July. In the meantime, Gilead then takes the headlines being the first to be announced by the Uk govt as a significant step in the fight of COVID. Mr Marsden and Finncap have clearly missed a trick here, they’re just not up to the job of spinning the news and driving the results to achieve share price increases.

I still hold a significant sum in shares, though their value is some 33% down. I like many of you are frustrated with the inept management of positive news and results, but am confident all will come good in the end.

[tburns] 28/5/2020 08:24

The sells are incessant. Cant understand why peeps are not buying on this news with 3 trials to play for and Covid-19 being a Global pandemic so there will be need in many places who are much further behind the curve than the UK now.

[gbh2] 28/5/2020 08:20

Face it the Funding was a FIX, only offered to Institutions and no tie in upon purchase!

[judijudi] 28/5/2020 08:14

If they want to rid the lot
Loads and loads

[tburns] 28/5/2020 08:14

I know, so much closer to results and yet it continues to fall on what looks like auto sell trades at 10k, how many do they have left FFS

[vitec] 28/5/2020 08:10

How many weeks ago was there an article to buy SNG when it was around 46p.