What’s your big gamble? (Volume 2)

[petemurphy]

ferrisbueller said:

Other than being a proud shareowner, do you have my other interests in the business?

Do you have any relevant expertise, qualification or specialist knowledge in the field?

not sure what youre getting at - people asked about sng and dngg replied with whats publicly available to everyone. if you are interested in sng and interferons then sir professor holgate's lecture that is coming out tomorrow is well worth a watch. if not then dont invest theres no pushing on shares on this thread just facts as we see them but its all a gamble.

quite frankly i feel more expert on treatments and tests of covid than any mp etc having sat through umpteen presentations etc in the last 6 months!

but still no expertise, no qualification, no specialist knowledge, no interests in the business apart from being a nervous shareholder!

[petemurphy]

Adam B said:

Does anyone know the selection process the IK government will go through to assess CV19 solutions and which gets eg NICE approval?

How many are in the race etc?

VHS beat Betamax. Big pharma might beat all the little companies with better products through being a safer choice, credibility, balance sheet to finance, government influence

sng were given gov priority trial status last week and their founder was knighted so hopefully the gov know about them. that said who knows with this gov and insider dealing. i do worry if we will be out in time but if not then this drug quite frankly looks like its a treatment for every other respiratory disease so not a 1 trick pony but yes the immediate value is a covid treatment. trials are in 20 countries so if this government do fk them around they are not the only customer

[anonymous-user]

Adam B said:

VHS beat Betamax. Big pharma might beat all the little companies with better products through being a safer choice, credibility, balance sheet to finance, government influence

That's my view. With something as politically sensitive as CV the government has to be seen to back the right low risk horse = big pharma.

I suspect the SNG sp will fall slowly from here due to results not being out for the phase 3 trial til feb 21. In the interim anything could happen that could mean the sp plummets and their solution is irrelevant. I think I'll wait til Dec/Jan and decide then whether to invest in SNG.

[ferrisbueller]

petemurphy said:

ferrisbueller said:

Other than being a proud shareowner, do you have my other interests in the business?

Do you have any relevant expertise, qualification or specialist knowledge in the field?

not sure what youre getting at

I'm not "getting at" anything. There's plenty of unbalanced hyperbole on LSE, this thread has mostly avoided it. I was establishing the grounds on which this post was made:

dingg said:

1 it's a vaccine
2 it probably won't work
3 yes some pharma are overvalued
4 all the science points to inhaled interferon as the go to treatment for any lung viral infection
SNG have it in the bag :-) buy buy buy
No investment advice intended lol

Eta the much promoted remdesivir has proved to be no use at all in the solidarity trial as has injected interferon, SNG has the patents for inhaled interferon so it hits the virus where the damage takes place at the alveoli in the lung, stopping the virus in its tracks.

Edited by dingg on Sunday 18th October 10:04

The original response, wasn't substantiated, but subsequently some has been added.
The lack of balance gets marginal at times IMO. People ask questions to try and gain their own understanding and form their own opinions. Part of that is establishing the position of the person saying "buy buy buy". I am not an expert, hence the need for context.

SNG isn't the only inhaler out there. E.g. St Andrews seems to think ILC Therapeutics' Aflacyte is more effective than Interferons (Alpha 2 and Beta 1), but they won't be in trials until next year..
https://medicalxpress.com/news/2020-10-significant...

@AdamB. For context:
"There are thousands of clinical trials of COVID-19 therapies taking place across the world. On 15 June 2020, the European Medicines Agency said it was in discussion with the developers of 132 potential COVID-19 treatments"

From here

Getting a clear list of runners and riders on treatments isn't as easy as tracking vaccines, for which there are numerous sites.

This NYTimes article covers some here As of August, they categorise Interferons, including SNG001 as "tentative or mixed results".

[dingg]

No tips then Ferris?

You know the spirit of the thread surely by now

We don't want criticism just decent stock pics

What do you have?

[ferrisbueller]

dingg said:

No tips then Ferris?

You know the spirit of the thread surely by now

We don't want criticism just decent stock pics

What do you have?

Nope, no gambling tips. 95% of what I hold is very mainstream and/or obvious.

[dingg]

ferrisbueller said:

Nope, no gambling tips. 95% of what I hold is very mainstream and/or obvious.

Oh how boring.....

[petemurphy]

MikeStroud said:

That's my view. With something as politically sensitive as CV the government has to be seen to back the right low risk horse = big pharma.

I suspect the SNG sp will fall slowly from here due to results not being out for the phase 3 trial til feb 21. In the interim anything could happen that could mean the sp plummets and their solution is irrelevant. I think I'll wait til Dec/Jan and decide then whether to invest in SNG.

thats one view its not mine

[petemurphy]

ferrisbueller said:

The original response, wasn't substantiated, but subsequently some has been added.
The lack of balance gets marginal at times IMO. People ask questions to try and gain their own understanding and form their own opinions. Part of that is establishing the position of the person saying "buy buy buy". I am not an expert, hence the need for context.

SNG isn't the only inhaler out there. E.g. St Andrews seems to think ILC Therapeutics' Aflacyte is more effective than Interferons (Alpha 2 and Beta 1), but they won't be in trials until next year..
https://medicalxpress.com/news/2020-10-significant...

@AdamB. For context:
"There are thousands of clinical trials of COVID-19 therapies taking place across the world. On 15 June 2020, the European Medicines Agency said it was in discussion with the developers of 132 potential COVID-19 treatments"

From here

Getting a clear list of runners and riders on treatments isn't as easy as tracking vaccines, for which there are numerous sites.

This NYTimes article covers some here As of August, they categorise Interferons, including SNG001 as "tentative or mixed results".

fairly sure dngg said it tongue in cheek - "No investment advice intended lol".

i could easily answer your googles from my point of view but its not really the thread for in depth dissection of companies imho. feel free to ask questions on lse although best make it the weekend or you will be accused of deramping which i dont agree with.

happy to answer any direct questions with my view but dont want to turn the thread in a synairgen one. if you dont like it dont invest like i dont invest in mining companies. each to their own.

[anonymous-user]

petemurphy said:

MikeStroud said:

That's my view. With something as politically sensitive as CV the government has to be seen to back the right low risk horse = big pharma.

I suspect the SNG sp will fall slowly from here due to results not being out for the phase 3 trial til feb 21. In the interim anything could happen that could mean the sp plummets and their solution is irrelevant. I think I'll wait til Dec/Jan and decide then whether to invest in SNG.

thats one view its not mine

To be fair; your success rate is higher than mine so your opinion may well be more valid than mine ! I may dip back in to SNG later as I said but until their results are known I can't see them doing much.

[petemurphy]

MikeStroud said:

To be fair; your success rate is higher than mine so your opinion may well be more valid than mine ! I may dip back in to SNG later as I said but until their results are known I can't see them doing much.

thats why its a gamble - when results are known the shares will be too expensive or shudder too cheap!! we're all trying our best which is why this thread is nice and whoever comes out on top can buy the rest of us a beer. looking at you 500 miles

[TCX]

Mentioned before but sold out after getting bored,starting to look again,Orcp
Coal fired power project,Pakistan economic corridor,backed by Chinese n gulf state royalty,rubbish communication by CEO,but....currently 0.007 buy,was 0.0170 almost year ago,chance of 2/3x if/ when letter of intention,to buy power from them drops?

[Adam B]

Now that’s the spirit TCX

I shall re-mortgage and pile in forthwith

[Hitch]

TCX said:

Coal fired power project,Pakistan economic corridor,backed by Chinese n gulf state royalty,rubbish communication by CEO?

Sounds like the back story to a Bond film. Where do I sign?

This SNG chat is all a bit LSE. If you like it buy it, if you don't why get your knickers in a twist because someone else does? For me it is a proven product, about to be marketed to clinicians globally by trialling it in 20 potential markets. Genius. They're spending about £33k per patient trialled - including those on placebo - which means it will happen quickly because it will be incentivised, and it will happen properly because they're paying for that. They now have enough cash to bankroll production and could be pulling in £1.5bn in 2021. That's before any licensing deals. If a major flaw in their data had been spotted thus far they'd not be ploughing on with a bigger trial they'd be trying to punt it on.

If that's not worth a bet I don't know what is.

Also, if you think COVID is gone in Q1 next year you're in for a big wake up call. Vaccines will suppress, therapeutics will reduce the death toll but even the Government is now preparing for at least two more years of activity. The Tory-briefed press showing pictures of vaccines being produced is all about giving short term hope to those who would otherwise ignore regulations because their businesses or homes are at risk. Pure distraction.

Edited by Hitch on Sunday 18th October 20:47

[CellarDoor]

petemurphy said:

ferrisbueller said:

Other than being a proud shareowner, do you have my other interests in the business?

Do you have any relevant expertise, qualification or specialist knowledge in the field?

not sure what youre getting at - people asked about sng and dngg replied with whats publicly available to everyone. if you are interested in sng and interferons then sir professor holgate's lecture that is coming out tomorrow is well worth a watch. if not then dont invest theres no pushing on shares on this thread just facts as we see them but its all a gamble.

quite frankly i feel more expert on treatments and tests of covid than any mp etc having sat through umpteen presentations etc in the last 6 months!

but still no expertise, no qualification, no specialist knowledge, no interests in the business apart from being a nervous shareholder!

Just to add and in fairness to dingg, this is the 'big gamble' thread and he tipped BWNG (which generated a 24% return for me in a matter of days) and SNG (which I'm currently up 336%, that's not a typo!) with very clear and insightful rationale therefore he seems extremely knowledgeable and I read his posts with great interest whilst recognising the elements that are tongue in cheek.

Please keep it coming dingg!

[dingg]

CellarDoor said:

Just to add and in fairness to dingg, this is the 'big gamble' thread and he tipped BWNG (which generated a 24% return for me in a matter of days) and SNG (which I'm currently up 336%, that's not a typo!) with very clear and insightful rationale therefore he seems extremely knowledgeable and I read his posts with great interest whilst recognising the elements that are tongue in cheek.

Please keep it coming dingg!

I'll try my best.

I did come second in the annual stockchallenge Co. UK.

One year quite a few years ago too. :-) then work took over.

Edited by dingg on Sunday 18th October 21:00

[500 Miles]

petemurphy said:

thats why its a gamble - when results are known the shares will be too expensive or shudder too cheap!! we're all trying our best which is why this thread is nice and whoever comes out on top can buy the rest of us a beer. looking at you 500 miles

More than happy to sponsor the beers once we’re through this - no prizes for guessing where we’ll be holding it

Ps.

Thanks to everyone who said congratulations on Friday - I’m not able to discuss anything to do with the company at the moment due to rules and regs, if I ignore something I’m not being rude.

[500 Miles]

CellarDoor said:

petemurphy said:

ferrisbueller said:

Other than being a proud shareowner, do you have my other interests in the business?

Do you have any relevant expertise, qualification or specialist knowledge in the field?

not sure what youre getting at - people asked about sng and dngg replied with whats publicly available to everyone. if you are interested in sng and interferons then sir professor holgate's lecture that is coming out tomorrow is well worth a watch. if not then dont invest theres no pushing on shares on this thread just facts as we see them but its all a gamble.

quite frankly i feel more expert on treatments and tests of covid than any mp etc having sat through umpteen presentations etc in the last 6 months!

but still no expertise, no qualification, no specialist knowledge, no interests in the business apart from being a nervous shareholder!

Just to add and in fairness to dingg, this is the 'big gamble' thread and he tipped BWNG (which generated a 24% return for me in a matter of days) and SNG (which I'm currently up 336%, that's not a typo!) with very clear and insightful rationale therefore he seems extremely knowledgeable and I read his posts with great interest whilst recognising the elements that are tongue in cheek.

Please keep it coming dingg!

Agree - some great insight and tips! Thanks Dingg

[ferrisbueller]

Hitch said:

TCX said:

Coal fired power project,Pakistan economic corridor,backed by Chinese n gulf state royalty,rubbish communication by CEO?

Sounds like the back story to a Bond film. Where do I sign?

This SNG chat is all a bit LSE. If you like it buy it, if you don't why get your knickers in a twist because someone else does? For me it is a proven product, about to be marketed to clinicians globally by trialling it in 20 potential markets. Genius. They're spending about £33k per patient trialled - including those on placebo - which means it will happen quickly because it will be incentivised, and it will happen properly because they're paying for that. They now have enough cash to bankroll production and could be pulling in £1.5bn in 2021. That's before any licensing deals. If a major flaw in their data had been spotted thus far they'd not be ploughing on with a bigger trial they'd be trying to punt it on.

If that's not worth a bet I don't know what is.

Also, if you think COVID is gone in Q1 next year you're in for a big wake up call. Vaccines will suppress, therapeutics will reduce the death toll but even the Government is now preparing for at least two more years of activity. The Tory-briefed press showing pictures of vaccines being produced is all about giving short term hope to those who would otherwise ignore regulations because their businesses or homes are at risk. Pure distraction.

Edited by Hitch on Sunday 18th October 20:47

With many of these things, there's a group of people who are strong advocates and a group of people who would like to understand why they should follow; ideally with plenty of information and balance but acknowledging that it's an individual's responsibility to do their own due diligence. Personally, investing the amount of money required to make it worthwhile isn't whimsy and venturing off the beaten track of recognised "safe" stocks is learning. I hold a few big pharmas but hadn't previously ventured anywhere near smaller ones. It's impossible to back every horse, so potentials need to be whittled down. When people on a forum make statements, it's good to know the basis.

As far as Covid is concerned I don't think anyone thinks there's a quick and easy fix to this situation. That's why there are various posts about vaccines and therapeutics and their respective potential successes, competition and relevance, as well as companies who are impacted by it generally, one way or the other. The key difference between here and LSE is, I hope, that there is more information and potential discussion and it doesn't descend into the chaos and unqualified nonsense that appears to be rampant over there where an opposite opinion or question simply isn't tolerated by either faction.

No underwear was tangled in the typing of these posts.

[anonymous-user]

@ferrisb. Agree with what you say. We should all accept being challenged and all accept admitting our tip is merely a gut feel if that’s what it is.