The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Selling at 25p appears to have dried up. Maybe RF are either out or closing in on the EXIT door.
Can't seem to get a quote to buy even a token 5k shares?
KR
ZA
Been posted before, however just as a reminder
'We did not observe a significant anti-tumor effect with any single agent treatments (anti-PD-L1, SRA737 or LDG), and only a moderately delayed tumor growth with combined SRA737 and PD-L1 treatment (Fig 4A). However, we observed remarkable tumor regressions when we combined SRA737+LDG with anti-PD-L1. All mice achieved some level of tumor regressions and 80% of mice (8/10) had complete tumor regressions which were sustained up to 60 days post treatment '
Triparna Sen
Good find HBD. I make that a list of 42 possible cancers (many are described as other, so the number is not exact).
Ultimately, SRA + others (gemcitabine etc.) have the potential to treat millions of people diagnosed with cancer ever year. It is a shame that combo therapy is so complicated to work out financially. Ensuring enough profit is the MO of every pharma understandably but struggling to agree who will pay for and how much money they will make from a treatment is ultimately costing lives.
I am glad CRUK have licenced SRA and I'm glad an unknown entity are trying to make it happen. I would conclude that the delay in any news whatsoever is due to pharma squabbling over access and their own milestone payments etc.
Hopefully we will see progress soon (for own sakes and for future patients).
*Caveat here is I completely understand it may be hypocritical of me investing in a pharmaceutical company expecting money yet complaining about the system. My answer would be that investors participating in the Wrap are helping to get treatments to market! (I am also underwater here so it's not currently about the profit ;) )
1-May-24 16:38:18 27.00 300,000 Unknown* 25.00 26.00 81.00k
Hi Krone/SOG - interesting stuff (well, maybe only to some of us). I've looked at the data in Table 18 available in the supplementary section of the report and 737 appears to have been researched by AstraZeneca in combo with either Gemcitabine, 5-Fluorouracil, AZD1775 or SN-38 for the following list of cancers -
B-Lymphoblastic Leukemia
Melanoma
B-Cell Non-Hodgkin's Lymphoma
Non-Cancerous
Pancreatic Carcinoma
Head and Neck Carcinoma
Neuroblastoma
Breast Carcinoma
Burkitt's Lymphoma
Glioblastoma
Small Cell Lung Carcinoma
Esophageal Squamous Cell Carcinoma
Esophageal Adenocarcinoma
Mesothelioma
Oral Cavity Carcinoma
Osteosarcoma
Gastric Carcinoma
Ovarian Carcinoma
Lung Adenocarcinoma
Ewing's Sarcoma
Colorectal Carcinoma
Kidney Carcinoma
Thyroid Gland Carcinoma
T-Lymphoblastic Leukemia
Chondrosarcoma
Plasma Cell Myeloma
T-Cell Non-Hodgkin's Lymphoma
Cervical Carcinoma
Hepatocellular Carcinoma
Bladder Carcinoma
Other Solid Carcinomas
Endometrial Carcinoma
Acute Myeloid Leukemia
Non-Small Cell Lung Carcinoma
Squamous Cell Lung Carcinoma
Chronic Myelogenous Leukemia
Other Blood Carcinomas
Rhabdomyosarcoma
Prostate Carcinoma
Low Grade Glioma
Hodgkin's Lymphoma
Biliary Tract Carcinoma
AstraZeneca wouldn't be putting so much effort into research with 737 if they didn't think it had potential.
Regards.
Combination trials by nature are highly complex and if I recall correctly Sierra didn’t finish the PD-L1 pre clinical so there’s a high possibility SRA737 is currently undergoing pre clinical in combination with X and if X is a new drug they will have to file for an IND at some point.
AZD1775 is a Wee1 inhibitor by AZ
We know that SO in their final trial design it was indicated
Sra737 plus either Parpi
SRA737 plus Wee1.
This from early 2022.
The other aspect here to take into consideration here is drug repurposing. In addition cost cutting.
It takes years and millions of pounds to bring a drug to phase1 trial.
Most of the drugs with their strengths and weaknesses are known.
It would be prudent to suggest that far more can be made in suitable drug in combo therapy, bu specialist organisations that result in a far more effective treatment as well as prolong the saleability of drugs in current commercialisation.
Then their comes the patent protection, and along with any new patent comes patent protection defeating the onset of generic drugs.
It gets complex.
Regards.
Salient points indeed SOG.
Certainly encouraging results even though just a pre clinical study.
“Importantly, in a transgenic mouse model of NEPC, both agents alone or in combination suppressed tumor growth, improved overall survival, and reduced the incidence of distant metastases, with SRA737 exhibiting remarkable single agent anticancer activity. Mechanistically, SRA737 synergized with AZD1775 by blocking AZD1775-induced feedback activation of CHK1 in prostate cancer cells, resulting in increased mitotic entry and accumulation of DNA damage. In summary, this preclinical study shows that CHK1 inhibitor SRA737 alone and its combination with AZD1775 offer potential effective treatments for CRPC and NEPC.”
I doubt that very much.
Ad l see it the problem arises that in, in combo therapy more than 1 inhibitor is used.
Unlikely therefore that a large pharma would take on.
However, on the upside a research pharma being small can establish a most satisfactory in combo therapy with different owners of individual inhibitors.
A plus B and C work well in investigational.
Then from this there will be a need to trial on clinical trial.
Multi compound in combo therapy owned by different companies.
There will need to be an agreement whether in licence format or a contract of some sorts, to establish milestone payments and the future predicted values of this in combo therapy.
Sra 737 is ok as licenced to private pharma.
I am of the firm opinion of this private pharma is aiming to develop a satisfactory in combo treatment leading to commercialisation.
In this instance there will exist agreements/ permissions of somesort to allow clinical trial to progress.
Now we get to the point of funding.
Where does the funding originate from?
Is it supplied by a financial investor or finance carried out paid for by the owners of such as the PD-1 or Wee1 inhibitor for example.
This may be the main reason why the private pharma identity is not disclosed.
Just my thoughts on this one.
Small pharma can generate pre clinical investigational data on more than 1 combo therapy. Most likely they will already have this info.
On good data results the owners of the other inhibitors can be contacted to establish an interest xnd if so how much are they willing to pay upfront and and financial renumeration in detail.
Regards
Interesting that this trial of SRA737 was conducted with and without AZ’s AZD-1775.
Could this indicate that AstraZeneca is the unnamed partner.???
Https://www.sciencedirect.com/science/article/pii/S2590098624000101
Good link below,
A very long read too!
You can scroll down to 3.6.2.
A very good overview of chk1i and of course the importance here of suitable in combo.
A very long read!! Interesting to hear C79’s thoughts.
https://aacrjournals.org/cancerdiscovery/article/14/5/846/745037/Large-scale-Pan-cancer-Cell-Line-Screening
Preyno - You seem to have interpreted my post incorrectly to imply the BoD would give away insider information for another's financial gain (the FCA might have an opinion if that happened) and also assumed that individual would repeat such info on a public forum.
Direct access could simply be used to put across widespread concerns such as, are PH really the right people for the job? Such access would ensure shareholders didn't have to rely on either the BoD seeing their comment here or playing e-mail roulette with the investor relations contact.
How do we know, HBD, that our hero and saviour, B-Bunter, does not have - and reasonably - just such access to the BoD? The last thing he could do is to say so, otherwise his positive comments here would be taken as release of privileged information. Let us hope that it is so, but absolutely do not respond, one way or the other, Bill !
Good traders will stick to their 10%.
Anyone know the reason ?
Without pulling reasons out the sky lol
* " avenue of communication to be had with the BoD"
Aber, I completely sympathise with your comments and the next RNS hopefully will be strong and clear in detail together with positivity to get the sp rising to what we believe it is worth - the so called "Shareholder Value".
I do believe that there is an avenue of communication with the BoD, however, we do have to accept we will never get all the info we would like and in TM we have someone paranoid in the fact the opposition will gain an advantage on any snippet of info.
That said, I do believe they owe us an explanation of the RF fiasco and giving benefit of the doubt, that may come when the last of RF share is sold.
As you are aware, I met with AMKD & Co. to look at avenues of communication, but, we felt the response from the bb was indifferent and therefore felt we would await the BoD's update - hopefully, it will be significant and what we want to hear.
As usual, great thanks to all genuine posters and the info and views posted.
GLA
1802 is definitely the biggy in my view.
Interesting link below although from 2019
https://www.biopharmadive.com/news/meet-the-protein-responsible-for-nearly-100b-in-cancer-drug-deals/561097/
I'm not sure "loss leader" is the description I would use for 1801. Best-in-class in a market worth c. $40bn would lead to a profit leader, & a big one too! More than big enough to fast-track everything else in the pipeline, if we haven't been gobbled up by that stage. Any advantage for 1802 created by 1801 is a healthy bonus as far as I'm concerned. I'm certainly not going to talk it down.
For me, 1801 was, always going to be the loss leader. Even the psoriasis indication is the path of least resistance to market. Almost every milestone that 1801 passes, validates 1802 to the point that a successful 1801 p1a means 1802 can go straight into paitient. The translational studies will incorporate all data learned so far. To the point that 1802 could be licence ready within months.
Exactly. P2 is also much more valuable from a licencing perspective. $310 Million was the average P2 licencing deal last year in the pharma sector (Source: JP Morgan). The P1 average was in the $47 million to $55 million space last year (JP Morgan). Therefore, chasing a P2 licencing deal would be much more attractive. Either way we win.....
Good luck, Brighty
It could also explain why the 1802 translational studies are taking so long (ignoring the funding issues).