Synairgen Share Discussion Threads

[itshenderz] 31/5/2020 19:22

Things are hotting up here, for the first time in a while I reckon we're in for a solid week, good luck all holders, let's take this by the balls

[spartan attack] 31/5/2020 18:24

ANd im happy, as always, to be alone in profitability

Im not one to suffer gladly with the herd

[peachie 74] 31/5/2020 17:37

Haha. Dr Saralaya, 19% shareholder in Synergain :)))))

[sainvestor] 31/5/2020 16:56

This one is from earlier in the month. https://www.examinerlive.co.uk/news/west-yorkshire-news/bradford-doctor-leading-research-coronavirus-18226167?utm_source"Bradford is also one of just four centres in the UK researching the effects of Beta Interferon on coronavirus, in a study coordinated by the University of Southampton."Beta interferon improves the immunity within the airwaves of the lungs against the Covid-19 virus so that it helps protect the people from coming to harm," explained Dr Saralaya."No ambiguity there!

[harleydocman] 31/5/2020 15:42

PFT ,

Synairgen cannot sit on the COPD results for more than 6 weeks until the hospital results !
For a week of 2 maybe but not more

[peachie 74] 31/5/2020 15:35

Why would they state that. AIM is very strict that companies cannot mislead and must not give false hope.

Surely those medical , scientific and governmental bodies are in even more dialogue now.

[peachie 74] 31/5/2020 15:29

Still the most exciting sentence from the initial RNS, stating SNG will be trialled to fight Covid ...

Since the outbreak of COVID-19, Synairgen has been approached by, and is in discussion with, a number of other medical, scientific, and Governmental bodies (both in the UK, US and internationally) seeking to investigate novel therapeutics in this area.

[peachie 74] 31/5/2020 15:23

This really could be a game changer moving forward with Covid and viruses that affect respiratory function

[pdt] 31/5/2020 15:21

Good post Sharesting. I also believe the COPD results will be out end June / early July based on the wording of the announcement

"on the grounds that data from the 109 COPD patients with confirmed viral infection generates useful safety, biomarker and potentially efficacy data to support ongoing trials of SNG001 in COVID-19 patients. The results of this interim analysis are expected this Summer"

They are being released specifically to suppport the C-19 trials. We know that they would like to get the drug out and available to treat C-19 as soon as possible and therefore they need as much data as possible to support that. I think they were a little vague with the date ie Summer because they want to time it just before the Hospital results.

[peachie 74] 31/5/2020 15:21

Is it me. Or is SNG looking more and more positive ?

[waterloo01] 31/5/2020 14:51

Good post.

I just a quick look at the Remdesvir results again from the Lancet. Not dissimilar in outcome from the INFA trial (7-10 days faster recovery), but with significantly fewer serious adverse events in the INFA trials. Admittedly Remdesivir was also given to later stage patients.

If these two had been released side by side last month, INFA would also likely have been approved for emergency authorisation IMO.

What happened to Gilead share price, and the wider markets on that news? Well their market cap went up by almost $900m on the back of it and the markets had one of their best days in weeks.

[dave444] 31/5/2020 14:46

Sound post and like you believe it is more than a one trick pony with regard to patient groups

[sharestingoriginal] 31/5/2020 14:29

Sorry for the length of post. This is my mind dump for the day. After over 15 years of development, the weeks ahead could be truly "transformative" for the business. COPD trials will be released hopefully next month. As soon as data is reviewed it must and will be published without delay. We know from the chairman in Sept19, major pharmaceutical are lining up to review data with the option to partner. This trial was a major milestone for SNG and was opening doors to significant investment. As part of the COPD trials, scientists had identified four other areas that could benefit from SNG001. Then C-19 arrived with a bump this year and Richard and the team implemented one of the quickest phase2 blind placebo trials on earth. Now some investors see these trials as a "make or break" for the business., I disagree. Our business plan was clear pre C-19. These new tests were an opportunity to extend usage (as highlighted in the COPD trial). So what benefit does the C-19 trials offer and how will they align with the COPD data release ?In my world, I see COPD data arriving June. The business has a 4 week window whilst they await C-19 data from the hospital trials. I believe Richard could create a compelling story and data bank to justify expedited drug application.COPD data will be released and I personally think it will show huge benefits. Hospital data will be released in July. I personally expect this data to be a mixed bag. I think it will identify benefit for use in early diagnosed patients and less conclusive in mid to late stage use. This data will potentially allow the company to justify emergency drug applications. The home trial data will take longer to compile, based simply on the lack of suitable patients within the limited area. I am slightly disappointed at the capped trial and believe the Government should have stepped in to support an extended trial across England. Now although I was disappointed in the coverage, one has to overlay the data release of COPD and C-19 Hospital whilst the home trials continue. So in my mind I am very happy to hold and add further in June. Whilst the trials have been ongoing, we have had significant headwind from two distressed sellers. One is out (Griff) for sure. Lansdowne I believe still has some remaining, but not many. On the 6th May Lansdowne had 17.4m. We have had 16 trading days since then. So is it possible they could have sold 1.1m a day ? If so we can expect a TR1 on Monday / Tuesday. My guess is It will land Tuesday. So for me, I am trying to justify further investment here. I believe in SNG001 as a drug. My comfort blanket was AstraZeneca believed as well.... and they were allot brighter than me. So for me if this drops next week, I amAdding £20k more. I very much doubt this would drop into 30's if my Lansdowne theory is correct. We will know soon enough. I might be blinded by data. This is aim and anything can happen, so please don't invest on my analysis. Pull the trigger on your own. Good luck all and sorry about the waffle and typos !!

[spartan attack] 31/5/2020 14:29

agree on that. Maybe a 10p to 45p bounce just pre result...and dump it

[waterloo01] 31/5/2020 14:27

If the mainstream press starts to pick up on the potential of INFA treatments, and that might well happen as the papers are all very recent releases, the share price could get 'quite' interesting' well before read out.

If it gets anything like the sort of exposure that Gilead had for Remdesiver, it get very interesting.

[141jaffa] 31/5/2020 14:25

(... in more severe infection).

[141jaffa] 31/5/2020 14:23

Re: 17% interest with Pharm.......isn't pulmonary fibrosis one of the unfortunate post infection complications of CV19 ? Not sure how prevalent though ??

[spartan attack] 31/5/2020 14:23

I mean success that funds the next five years

IMO they are out of cash after this placing, by start of 2021

They got lucky to be still here this year

Funding from many sources went out to a lottt of companies

But the cashburn rate here is unreal. Near 70% of Capitalisation. So it wont last long

[spartan attack] 31/5/2020 14:22

rossannan31 May '20 - 13:01 - 8438 of 8446
0 0 0
Spartan Attack

Is it correct to describe this as all or nothing when 3 readouts are in the pipeline, possibly in this order: COPD patients with regular viruses, Covid-19 patients (hospital) and Covid-19 patients (home)? This seems more nuanced than the binary picture that you are painting. Obviously 3 inconclusive readouts would be game over (as would the emergence of safety issues with SNG001 - though the existing data suggests that safety issues are unlikely).

If the first readout to emerge is inconclusive that would, of course, be a significant blow, but it would not be game over.

..................

Finances. They need success and they need it now.

[dave444] 31/5/2020 14:16

It is that in the first month Nobby?

[nobbygnome] 31/5/2020 13:50

So maybe 250k dosing regimes (based on millions of doses) at a grand a go would be very juicy for a company currently valued at £65 million.....

[waterloo01] 31/5/2020 13:46

Richard Marsden, head of Synairgen, said: ‘We can stop people from having that bad second week. Boris Johnson had that problem – it was that second week when he was in hospital. That seems to be the pattern – it’s about day ten when people are getting into big trouble.

The researchers hope a strong result will allow the treatment to be rolled out immediately.

Mr Marsden said: ‘We are aiming to be in a position to provide millions of doses later this year.’