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Sareum Share Chat (SAR)



Share Price: 0.55Bid: 0.50Ask: 0.50Change: 0.00 (0.00%)No Movement on Sareum
Spread: 0.00Spread as %: 0.00%Open: 0.55High: 0.55Low: 0.50Yesterday’s Close: 0.55


Share Discussion for Sareum




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Utahsaints
Posts: 1,620
Opinion:No Opinion
Price:0.62
RE: Interesting Comparison
22 May '19
This board is bursting with confidence
I hope somethings ng does happen in June for everybody sakes
 
Ahfam3
Posts: 754
Opinion:No Opinion
Price:0.62
RE: Interesting Comparison
22 May '19
They said the same thing about Chk1 and progressing it into clinical trials when they selected, but then got the Pronai (Sierra) deal in Sept.
May 2016- Clinical Trials of CHK1 Inhibitor CCT245737 to Open at the Royal Marsden Hospital

Sareum Holdings plc (AIM:SAR), the specialist cancer drug discovery and development company, is pleased to announce that the Phase I clinical trials of CHK1 inhibitor drug candidate CCT245737 are anticipated to open at the Royal Marsden Hospital, Sutton on 31 May 2016.

Two Phase I clinical trials in cancer patients are being conducted, in collaboration with co-development partners, the CRT Pioneer Fund. One trial will use CCT245737 in combination with standard-of-care chemotherapy and will ultimately target lung and pancreatic cancer patients. The other trial will use CCT245737 as a single anti-cancer agent and will initially target various cancers.
Stoney40
Posts: 1,020
Opinion:Strong Buy
Price:0.62
RE: Interesting Comparison
22 May '19
Hi JT.....completely agree. I was trying to emphasise on the links to the data sets. This is a ‘missing link’ that would have clearly added shareholder value. It must be top ranked data and as TM says ‘compelling’....

SAR is clearly one of those companies that could BOOM anytime......happy to hold my 4.5 million golden tickets.

Tick tock tick tock

GLA
JonTangle
Posts: 1,221
Opinion:No Opinion
Price:0.62
RE: Interesting Comparison
21 May '19
For me Stoney40, I think you’ve missed the key paragraph off from the 1801 RNS;

‘We intend to focus our resources on advancing SDC-1801 through preclinical development and into clinical trials over the next 18 months. At the same time, we will continue our discussions with potential licence partners for this exciting drug candidate.’

Whilst both the 1801 and 1802 RNS’s state that clinic trials could begin in 2020 (which with SAR timescales would lead one to think some point a year later?), the 1801 RNS was more defined by stating ‘over the next 18 months which would take us to March 2020, so we are a mere few weeks off being half way there, so to speak. Also their intention to CONTINUE their discussions with potential licence PARTNERS. Plural, not singular. Nailed on NDA in my opinion.
Stoney40
Posts: 1,020
Opinion:Strong Buy
Price:0.62
RE: Interesting Comparison
21 May '19
Hi All - certainly is an interesting read (also published on endpoints). The comparison with Sareum is very similar.

IMHO (as stated before), I believe we are locked into an NDA possibly with a major player doing their own due diligence on our TYK2 offerings. The main reason for my theory (as well as the others rightly mentioned by Ahfam) is the clear fact, that still to date, SAR have not released the data sets that led to the selection of these new compounds SDC-1801 and SDC-1802. I strongly believe that SRI led these selection studies and experiments that gave the compelling data. From the Sept 10 2018 RNS SAR stated;

*The preclinical development candidate SDC-1801 was nominated from a novel series of compounds designed and identified by Sareum following a RIGOROUS SELECTION process*.

Furthermore, SAR linked the compound SAR-20347 that SRI had been using in lupus experiments stating -

*Closely related molecules, including SAR-20347, have also shown good activity in models of inflammatory bowel disease and systemic lupus erythematosus (lupus). These attributes STRONGLY SUPPORT the progression of SDC-1801 into preclinical development and, pending satisfactory progress, advancement into human clinical trials, which could begin in 2020*.

For SDC-1802, in the 26 Sept RNS SAR stated;

*SDC-1802, demonstrated high selectivity for TYK2 and JAK1 kinases. SDC-1802 shows COMPELLING EFFICACY in blocking cancer cell proliferation in cellular and disease models of T-cell acute lymphoblastic leukaemia (T-ALL) and B-cell lymphoma, the potential for once-daily oral dosing and a GOOD EARLY SAFETY PROFILE. In addition, Sareum has GENERATED ENCOURAGING EVIDENCE to suggest that these molecules can function as cancer immunotherapy by modulating the host's immune system to block tumour cell proliferation in disease models of certain kidney, colon, skin and pancreatic cancers.

The only logical explanation as to why the data sets have not been released or expanded on for shareholders can be an NDA or other binding confidentiality agreement with a prospective partner.

Cast you mind back to 2016 when Sierra were in the midst of licensing our CHK1, there would have been an NDA whilst Sierra did their own due diligence before committing millions of USD's to the licensing deal. All of this without a hint of their involvement. In fact, SAR had already locked in clinical trial approvals while the due diligence was ongoing.

We can (as always) only speculate as to what is going on in the background, but as some say, the silence is deafening.

GLA
Ahfam3
Posts: 754
Opinion:No Opinion
Price:0.62
RE: Interesting Comparison
21 May '19
Sareum believes SDC-1801 represents a strong candidate entering an area of increasing industry interest with substantial clinical validation. The Company's view has been formed based on the progress of molecules in clinical development by Bristol-Myers Squibb (BMS-986165; TYK2 inhibitor) and Pfizer (PF-06700841; TYK2/JAK1 inhibitor) in psoriasis and other autoimmune diseases, which has been promising but also shown signals that suggest there is an opportunity for a molecule with best-in-class properties.

Furthermore, several licensing deals for preclinical and clinical-stage assets have been completed recently in the sector with highly attractive economic terms, such as:

· TD-1473 (a pan-JAK inhibitor) - licensed by Janssen from Theravance (2018) at the end of Phase 1 studies for $100M cash up-front, up to $900M in milestone payments, plus royalties*

· Filgotinib (JAK1 inhibitor) - licensed by Gilead from Galapagos (2015) at the end of Phase 2 trials for $300M cash and $425M equity investment up-front, up to $1,350M in milestone payments, plus 20%+ royalties*

· Undisclosed TYK2 inhibitor (plus other assets) - Celgene formed an alliance with Nimbus Therapeutics (2017) in preclinical stage for undisclosed up-front and milestone payments

Approved products targeting the JAK family with blockbuster sales potential, despite warnings based on side effects related to JAK2/JAK3 activity, include:

· Xeljanz® tofacitinib (Pfizer) (JAK1/JAK3 inhibitor) - approved for rheumatoid and psoriatic arthritis and ulcerative colitis, with 2017 sales of $1.35Bn*, despite black box warnings for serious infections and lymphoma

· Olumiant® baricitinib (Eli Lilly) (JAK1/JAK2 inhibitor) - approved from rheumatoid arthritis, with expected peak sales of approximately $1Bn*, but with black box warnings for serious infections, lymphoma and thrombosis

· Jakafi® ruxolitinib (Incyte/Novartis) - approved for myelofibrosis and polycythemia vera (a type of blood cancer) with 2017 sales of $1.1Bn* despite warnings of infections and blood cell counts

The scale of the deals and sales delivered/forecast for these candidates and products targeting TYK2 and related JAK family members gives Sareum confidence in the exciting, high value market opportunity for SDC-1801.
Ahfam3
Posts: 754
Opinion:No Opinion
Price:0.62
RE: Interesting Comparison
21 May '19
Well Potnak, those are exactly the type of figures Sar quoted in the finals RNS last year in relation to Tyk2- so would not be surprised if we get it.
The tell tail signs are data sheet being removed, no SRI Lupus report of re-funding for extra trials, WH Ireland becoming Nomad and appointment of NED's. And with Pfizer being shouldered by the FDA on Tofa which achieved $1.8bn in sales last year despite black box warnings, were in the game.
potnak
Posts: 1,631
Opinion:No Opinion
Price:0.635
RE: Interesting Comparison
21 May '19
The posters so far seem to point to blockbuster territory. We need the data but for some reason we aren't getting it. Let's hope someone has already got first dibs and protected it with an NDA. 1.05 billion $ wouldn't be far off 28p. Hmmm. Makes you think.
Fadec92
Posts: 6,077
Premium Chat Member
Opinion:No Opinion
Price:0.635
RE: Interesting Comparison
21 May '19
RMM3383
Posts: 67
Premium Chat Member
Opinion:No Opinion
Price:0.625
RE: Interesting Comparison
21 May '19
Well uncovered Krone. They do look very similar with essentially two molecules but multiple indications. If the SAR BoD and Non Execs can't extract some value in the short term then we know we're backing a dud. Fortunately SRRA seem to be much more on the ball as deal makers but that still leaves TYK2 with SAR.....
Krone
Posts: 477
Opinion:No Opinion
Price:0.61
Interesting Comparison
21 May '19
Small biotech, similar pipeline in terms of number of assets, similar stages of development, similar sized BOD, £20m vs potential $2.2b......tick bloody tock.....

Merck bets $2.2B on a small cancer drug biotech, snatching it out of the IPO lineup.

Merck R&D chief Roger Perlmutter has found another biotech company to love. And he’s buying it, snatching it out of the IPO queue. The pharma giant said Tuesday morning that it will pay $1.05 billion in cash for Peloton Therapeutics, adding another $1.15 billion in milestones as they determine if the biotech’s approach to cancer is as promising as it looks.

https://www.pelotontherapeutics.com/pipeline




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