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.
Morning Matty - there are proven dealmakers on the Sareum BoD and all Board members are well connected and well respected within the industry. Before a deal can be struck, they have to be able to sit down with something meaningful in order to negotiate. As has been previously mentioned, we are getting ourselves into a really good position. Also, it is worth pointing out that there is an upside to the much maligned "Consolidation". There are very few shares in circulation as a result of consolidation and the sp can be expected to climb quite sharply on increased demand. Good luck
''The single only one important question is can Sareum strike a good deal for 1801''
Well their track record ain't great when it comes to 'business decisions' (RF anyone!?) but I truly do hope so as I've just over £81k invested in this now and am still underwater by just over £60k!.
Time for Parker to finally earn his over inflated salary (IMO) and for once actually deliver what he's supposed to be here for?! 🤔🤨
The Risk/Reward pendulum has swung increasingly towards "Reward" during the current trial progress. There is no adverse comments and the RNS news consistently point towards this phase being successful. RF will be out soon unless they exercise their warrants - It will be interesting to see whether they are immediately sold down or held as an investment. Having successfully navigated the financial hurdles, nothing is in the way of positive updates and newsflow. You will have to decide for yourselves in which direction you think the sp will go.
I agree a great opportunity to strike a deal after 1a complete and 737 news still to come. IMO this is still massively undervalued. Once the news flow starts this will.move at pace. GLA
Incoming IMO...
Well it's a trend, but no way guarantees what will happen now, or of course when news will drop. Dangerous game being out at these low levels.......
Take no notice of predictions, no one actually knows what's going to happen to the SP otherwise its would be easy to make money. People make all kinds of predictions and someone will guess right, that doesn't mean they knew anymore that anyone ese.
Bluewhite- It doesn’t matter what happened to the skil platform. The reality is right now we have two horses in the race 737 and 1801 (oh and one in the stables 1802). If 1801 makes it to the finish line, nobody will care what happened to the skil platform including you. The single only one important question is can Sareum strike a good deal for 1801 - this is the existential question which could mean riches for those invested or the end of Sareum.
Best just filtering the kids .. don’t see or hear them, it’s bliss 👍
And on the expectation of imminent good news it rises. Also fact.
I hope funny guy is wrong but historically SAR does drift down between news. That is a fact (unfortunately)
" me thinks " how old are you 4 ?
Nurse! Nurse! He’s out of bed again and using his phone.
⬆️ ... that you certainly are 🙄
Down to 10p me thinks
Have we got to wait for the hot money to depart before the next up move can begin? (Are T10s and 20s still a thing?)
At the moment, it feels like every morning without news sees a few more head for the exit. Volume today didnt even reach a million, yet the price was still walked down 1.75p
I think it's top up time tomorrow.
DYOR
Elcap
Hi Blue - not to take anything away from SAR and the SKIL platform, kinase inhibitor libraries are fairly common and I'd imagine all the large pharmas will have their own. I guess the value is in how you utilise it.
Whatever happened to the skil platform? or am I thinking of another company. Was this not consequential at some point?
That's Brilliant SOG. I should have said 1802 well progressed in pre clinical. So if 1801 achieves what we expect in P1a, then we are into P2 with 1801 and 1802. This all could happen this year. Then chk1 in combo. The world could be our oyster, everything crossed as they say.
With regards to value of SDC1801 it will depend on what other Indications it is likely to prove successful in, and this will require to a certain extent PK and biomarker data to give idea of Indications.
Interestingly a competitor as such is being tested in Alzheimers. Baricitinib a Jak1 Jak2 inhibitor.
Drug companies seem desperate in repurposing certain inhibitors.
Regards
No problem with solubility issues with 737.
Aurora +FLT3 had solubility issues with regards to the oral formulation of, not too far away from difficulties with Sareum on SDC compounds.
The SDC compounds difficulties encountered in producing compound in sufficient quantities for clinical trials require comparatively massive amounts as opposed to low levels in preclinical investigational work.
Regards
Correction SDC 1802 should progress to phase2 without the need hor phase 1 trial.
That one is where the money lies.
Regards
Being of a similar but not identical compound ie they are both Tyk2 and Jak1 SDC 1801 should progress to phase 2 trials.
Interestingly SDC1802 has now l believe have further patent protection in the area of auto immune.
Door should be wide open on decent data results.
Regards
His optimism