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London South East Natural Resources Briefing webcast: #Emmerson #Alba #Condor Gold #Gold analysis
Angus Energy in talks to buy 'transformational' gas asset in North England


Sareum Share Chat (SAR)



Share Price: 0.625Bid: 0.60Ask: 0.65Change: 0.00 (0.00%)No Movement on Sareum
Spread: 0.05Spread as %: 8.33%Open: 0.625High: 0.00Low: 0.00Yesterday’s Close: 0.625


Share Discussion for Sareum


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Krone
Posts: 447
Opinion:No Opinion
Price:0.625
Proactive Investors
Fri 16:08
Checkpoint inhibitors are the big money-makers
Checkpoint inhibitors are a particular type of monoclonal antibodies that help to flag up cancer cells to the immune system.
Cancer Research has a particularly good analogy: cancer can sometimes push a stop button on the immune cells, so the immune system won’t attack them. Checkpoint inhibitors block cancers from pushing this stop button.
Merck’s Keytruda is probably the most well-known monoclonal antibody. It is what’s known as a PD-1 inhibitor, and sales of the drug doubled last year to over US$7bn.
Peak sales could be as high as US$16bn, according to some analysts, as it takes a stranglehold on the massive lung cancer market.
Bristol-Myers Squibb’s rival PD-1 inhibitor, called Opdivo, used to be the biggest, but it was overtaken by Keytruda last summer. Still, at just shy of US$7bn, it wasn’t too far behind.
 
Thoth2
Posts: 2,603
Opinion:No Opinion
Price:0.625
RE: ASCO/BIO International
Fri 13:34
Im expecting a curates egg. "good in parts". It looks like some genetic profiles its works very well. which is all we need . some indications, some genetic profiles and we will be a mass market drug. What sierra does next is irrelevant to me personally. They may raise , plough ahead, initiate additional trials, pay us our milestone. Or the may delay, try to sell on. But if they dont plough on, ICR can take it back, and their presenting the posters suggests some good data. the milestne may be delayed, but our enterprise value shoots up. and like most LTH whilst a milestone shortly would be nice.Im not planning on downselling until we see some Tyk2 value crstallised.
So heres to some good in parts data next week, with poss some nice upside. GLA have a nice bank holiday
Krone
Posts: 447
Opinion:No Opinion
Price:0.625
ASCO/BIO International
Fri 09:52
So we are expecting preliminary SRA737 data from Sierra on 1st June. BIO International 3-6 June would provide a high profile opportunity for an announcement re SDC1801/1802 - promises to be an interesting couple of weeks....
Utahsaints
Posts: 1,544
Opinion:No Opinion
Price:0.625
RE: Re: Cannot understand the SP
Fri 09:36
And you
One day we might get an rns!
Stoney40
Posts: 993
Opinion:Strong Buy
Price:0.625
RE: Re: Cannot understand the SP
Fri 08:43
Hi Utah - noted but I didn’t say it was......I’m merely saying no negative news but rather the opposite and therefore the inference of defying logic. All good though and still happy to be in the LTHs club. Have a good weekend.

GLA
dr.koi
Posts: 35
Opinion:No Opinion
Price:0.60
RE: Re: Cannot understand the SP
Fri 07:44
if you were a mouse you would think it was proven....10 out of 10...
Utahsaints
Posts: 1,544
Opinion:No Opinion
Price:0.625
RE: Re: Cannot understand the SP
Fri 01:53
Stones
To be fair science isn’t proven yet
Stoney40
Posts: 993
Opinion:Strong Buy
Price:0.625
RE: Re: Cannot understand the SP
Fri 01:28
Hi All - SAR is defying all logic just now.

Happy to hold and keep the faith - the science is still good.

GLA
RMM3383
Posts: 48
Premium Chat Member
Opinion:No Opinion
Price:0.605
RE: Re: Cannot understand the SP
Thu 15:07
Interesting definitions of a 'tight market' or 'tight spread': 'Narrowing the spread occurs when a potential buyer is willing to pay more for a security, when a potential seller is willing to accept less, or both. Narrowing the spread often occurs during a period of high trading volume. Market-maker spreads widen during volatile market periods because of the increased risk of loss. They also widen for stocks that have a low trading volume, poor price visibility, or low liquidity'. For SAR where we have low trading volume and a lot of unknowns it would suggest that the spread should be widening. The tight spread at the moment seems to suggest a reduction in perceived risk/volatility or a low risk of a loss. Not sure how to read this!! GLA
Fadec92
Posts: 6,018
Premium Chat Member
Opinion:No Opinion
Price:0.605
RE: Just cannot understand the SP
Thu 14:51
I think a milestone payment will get payed after ASCO presentation, lots of research pointing too good results with combinations, good reason for me too top up, safety data good and dosing with statements like :-

“preclinical data showing “profound synergy” for the triple combination of the CHK1 inhibitor SRA737 in combination with low-dose gemcitabine (LDG) and anti-PD-L1 immunotherapy in a mouse model of small cell lung cancer (SCLC)”

Also

“In the study presented, the three agent combination showed durable tumour regression in 10/10 animals at the end of the 21-day treatment period with 8/10 showing sustained complete response after a further 39 days without further treatment“

“SCLC, which accounts for c15% of all lung cancer cases, is one of four subsidiary indications being pursued by Sierra in the ongoing study of SRA737 in combination with LDG”

“£88m in milestones to come that’s dependent on predetermined milestone triggers which are not disclosed at this stage and Royalty’s on sales between 2-3%.“
potnak
Posts: 1,594
Opinion:No Opinion
Price:0.605
RE: Just cannot understand the SP
Thu 14:43
To be fair Aber. If your glass is half full you'd be thinking. SAR usually place in Q4 so there's plenty of time for a milestone to be announced. You also need to ge realistic. Ahfan's glass is always half full but the deals he quotes were mostly for drugs that were further down the development line than our TYK2. An upfront deal now would reflect the current progress of TYK2. The upfront would be small with big back end milestones. I'm torn, I believe we could get 15p plus if we wait but I'd gladly take half that and take my profits to the next rainbow.
Iamhappy
Posts: 475
Opinion:No Opinion
Price:0.605
Re: Cannot understand the SP
Thu 14:14
Unusually tight spread for Sar these last few days and currently 0.60 - 0.61 makes you wonder whats coming /

GLA
JonBell
Posts: 746
Opinion:No Opinion
Price:0.605
Trade for
Thu 14:10
40991 shares is mine @ 0.61 buy.

Love peace and harmony
Aberystwyth
Posts: 967
Opinion:No Opinion
Price:0.605
Just cannot understand the SP
Thu 13:59
At the moment ... obviously down as no milestone news to date, possible worry of a placing and potentially also because the larger pharmas seem to be doing deals around us ... would be happier if TM had tried to push up SP on news last week ... let’s hope BOD are not overpricing and we get a deal before it’s too late ... but please please please NO PLACING at these silly prices as that would be too much dilution
Utahsaints
Posts: 1,544
Opinion:No Opinion
Price:0.625
RE: Another day
Thu 11:30
And a 1bn buy out!
Give it 10mins
potnak
Posts: 1,594
Opinion:No Opinion
Price:0.625
RE: Thoth2 What’s your take on th..
Thu 11:05
Didn't Biotech post this just for comparison? Other than size if deal for a similar business model. I'm not sure anyone is thinking this is relevant for us. For what its worth. I think that about the size of deal we would get for an early buyout. We'd get much more if we had several trials running.
lumphammer
Posts: 234
Opinion:No Opinion
Price:0.625
RE: Another day
Thu 10:43
Saint utah said " let there be a rise today "
And lo, there was a rise.
Utahsaints
Posts: 1,544
Opinion:No Opinion
Price:0.61
Another day
Thu 08:18
It would be nice to see a rise today
Krone
Posts: 447
Opinion:No Opinion
Price:0.61
Thoth2 What’s your take on th..
Wed 18:50
Nuevolution read across?
Fadec92
Posts: 6,018
Premium Chat Member
Opinion:No Opinion
Price:0.61
RE: Nuevolution read across
Wed 17:20
It’s different it’s not a Tyk2 inhibitor a member of the Janus Kinase family, two of the targets are the same in psoriasis and lupus though!

https://en.m.wikipedia.org/wiki/BET_inhibitor
Fadec92
Posts: 6,018
Premium Chat Member
Opinion:No Opinion
Price:0.61
RE: Nuevelution take out read-accross
Wed 16:36
biotechanalyst
Posts: 4
Opinion:No Opinion
Price:0.61
Nuevolution read across
Wed 16:34
Evaluate has of couse provided an excellent write up on this deal, suggesting Nuevolution has its own TYk2 inhibitor programme as well. https://www.evaluate.com/vantage/articles/news/snippets/amgen-goes-nuevolution-not-revolution
biotechanalyst
Posts: 4
Opinion:No Opinion
Price:0.61
RE: Nuevelution take out read-accross
Wed 16:14
Have now posted a slightly longer item on this on the QD website, also using correct spelling of Nuevolution! https://quoteddata.com/2019/05/amgen-takeover-nuevolution-rare-valuation-preclin-immuneinflam-assets/
Ahfam3
Posts: 730
Opinion:No Opinion
Price:0.62
RE: Nuevelution take out read-accross
Wed 16:01
Very interesting- however, according to the finals RNS, I think Tim and John are looking for a $bn deal(s).
biotechanalyst
Posts: 4
Opinion:No Opinion
Price:0.62
Nuevelution take out read-accross
Wed 15:13
Sareum investors might be interested to note the $160m valuation placed on Nuevelution (Swedish biotech, subject to a takeover announced today by Amgen), which has a pipeline with ~4 preclin assets (one partnered, see https://nuevolution.com/pipelines/programs/ ) for immune/inflam indications, all potentially adressable with a Tyk2 inhib.




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