Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
Faye.... it's a grown up version of a spacer.... my daughters been using one since she was 4... it's not rocket science is it?! Doesn't need sterilising.
However, if the hospital wants to recycle them for use on another patient, I'm sure they know how to sterilise them.
Scinv... I was referring to the Asthma trials.....
But for COPD do you mean they couldn't find enough patients due to it being a mild flu season/not enough hospitals taking part..... or the patients they treated weren't ill enough to show statistically significant benefit?
Scinv.... yes, if they could test for ifn deficiencies, and be able to treat them, it wouldn't limit them to the patients they were having to treat in the AZN trial, who were all long term sufferers of chronic asthma as well as having a viral infection... it must be challenging to show statistically significant benefit to people who are so seriously ill. Not dying would be a good enough benefit would think?
samdb..... for what it's worth, the Numis report predicted a drop to 60p in the unlikely event of Phase 3 not proving effective enough. I believe that the reason AZ did not take this any further, many years ago, was a bit more complicated than asthma not being a big enough market/enough money, for them.... it also had to do with being unable to test quickly enough for viruses vs bacteria in these asthma patients.
After Covid, our whole testing procedure will be vastly improved. I imagine this will help all sorts of similar companies, like Synairgen with COPD, bring their products to the market quicker... which is at least one great benefit.
Indeed Prion. It is not that there were no 20-30's getting critically ill in the first wave.... in fact I know one, and he is still critically ill. It is the fact that most 20-30's are ignoring lockdown and carrying on regardless, hence the increase in this age category.
It may indeed be that the virus is 'catching' all the young with genetic deficiency in Interferons.
White Rabbit - I think all Ghia is saying that he will sell some shares before end of tax year, benefiting from our CGT allowance of £12,300 pa. I assume that is because they are not all in his ISA or SIPP which is CGT free obvi.
I have no doubt that SNG will work in Phase 3, or that the price won't soar when that happens.
But I have two concerns, and they both involve delay.
1. Fill and finish effects not just Vaccines but us too... it's the same process.... I know RM booked his 'slots' with the manufacturer some time ago, and was looking at alternatives to the high spec glass vials this is stored in, maybe he's found one?
2. Are the hospitals so overrun that starting a trial has become too difficult?
If anyone on here has some educated, rather than just finger in the air opinion, experienced/ first hand knowledge of either of the above it would be great to hear.
Thanks, and Happy New Year!!
Zwartkops.... you're like an excited puppy.... it's quite endearing, and I confess to feeling the same way when I discovered SNG back in March..... but the old dogs on here have leaned that there is a rhythm to this stock, it drifts in between news, and it may well again. I personally think the AZ news is now built in.... but I could be wrong.
I personally believe there will be another manic monday again next spring.... possibly sooner.... and probably a very exciting stock in the years to come.
Richard has always emphasised we are going to need many treatments to combat this... watch the Panorama interview. Scinv is quite right, all we need is Phase 3 to produce similar, and in fact, not even as good as Phase 2, for the share price to soar, and for governments to stockpile for the next pandemic.
I personally want all the vaccines and treatments to work to get the world back to normal..... it's not going to be much fun for any of us having lots of money and nowhere to spend it ... is it?!!
The fact that SNG can be taken at home, therefore alleviating the stress on hospitals (the main reason we are in lockdown) is a huge advantage over all other treatments, as well as the fact that it's treatment is immune to mutations..... and not just for Covid, but probably all viruses.
Darlaluse...... professing to be an academic virologist..... who doesn't know how to spell sleeve.... I think not.
20 negative posts since Christmas eve.... and predicting a drop since 86p.... since when it has nearly doubled.
You are not authentic..... in the green bin with you.
Merry Christmas everyone...... thank you to all for your informative posts over the last 10 months. Great Board.
Off for a sunny river walk along the Thames now.
Here's to a lovely blue finish...... and a beautiful RNS next week.... BOOM!
I think Richard has made it clear, more than once, that he is not open to a take over, that he doesn't need one to bring this drug to market, he's done all the work, and wants the rewards.
Therefore, he is going alone until approval & stockpiling deals are secured with governments.
This will be facilitated through Clinigen (taking 50% of gross profit, rather than 85% of gross profit which is what a big pharma will take).
Big pharma, through a J/V can then take this drug onto test COPD and other illnesses.
Two bites at the cherry IMO