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Michael Masterman talks on WRES potential & Tungsten market Watch here

Michael Masterman talks on WRES potential & Tungsten market


Sareum Share Chat (SAR)



Share Price: 0.925Bid: 0.90Ask: 0.95Change: 0.00 (0.00%)No Movement on Sareum
Spread: 0.05Spread as %: 5.56%Open: 0.975High: 0.975Low: 0.925Yesterday’s Close: 0.925


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Rockd
Posts: 144
Off Topic
Opinion:Strong Buy
Price:0.925
Bonker chart
Today 17:39
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lutonnews
Posts: 3,116
Off Topic
Opinion:No Opinion
Price:0.925
View Thread (2)
RE: Thoth
Today 11:16
Yes Val is a money pit and any solvent well run drug development company such as SAR imo would be very foolish to become involved.
Probably the only way to make a small fortune out of VAL in it's current position would be as many investors have already experienced , start with a large fortune and work down .
In reality considering the results of VALs lead product 401 which have been excellent to date and the fact that the clinical trials for it are at a relatively advanced stage the current derisory MCap of the company is an absolute joke imo down to the current methods of funding VAL have participated in and as others have stated the huge cash burn due to the extortionate salaries taken by the bod.
If VAL do manage get a deal for 401 in the short term ,it will probably imo be at a small % of actual worth , but will be enough to keep the bods money coming in for a few years while they continue to develop their pipeline.
I hold a few VAL shares for my sins . A fraction of my holding here as the risk v reward is imo very much higher.
Probably another fine mess Stanley share .
But as always hope springs eternal.
Thoth2
Posts: 1,355
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:0.925
View Thread (3)
RE: Thoth
Sat 23:06
Imho val is a moneypit. That is undercapitalised to be running so many trials and paying in house salaries if c 1m pa. No attempt at portfolio management just steaming ahead on all fronts in the expectatiin it can place again. Never liked it. Destroyed 80% of the funds it has raised.
Obelix
Posts: 10,393
Off Topic
Opinion:No Opinion
Price:0.925
RE: Thoth
Sat 22:16
Zylo, I believe they can be good together. SAR it's already in business, VAL has a good product (401 Lung Cancer) and We don't know yet 201 (Prostate Cancer)
May be if they joy products they can be strong and better. All this it's only an idea, nothing else.
Borg
Posts: 188
Off Topic
Opinion:No Opinion
Price:0.925
Thoth
Sat 21:50
Zylo, harsh but fair.

Tofacitinib now approved in China. Sometimes it pays to be first and not best to market $$$$$$$$$$$$

https://www.owler.com/reports/pfizer/pfizer-s-xeljanz-oral-jak-inhibitor-okayed-by-chin/1489753680509?utm_source=twitter&utm_medium=social&utm_campaign=sectorNews_Pharmaceuticals
zylo
Posts: 4,368
Off Topic
Opinion:No Opinion
Price:0.925
View Thread (3)
RE: Thoth
Sat 20:02
Yes it's worthy of discussion so here goes

..... Val, sar wouldn't touch them with a barge pole.

Hope that helps
Obelix
Posts: 10,393
Off Topic
Opinion:No Opinion
Price:0.925
Thoth
Sat 17:20
Do you think a JV between VAL & SAR can be good for both sides? May be my question is stupid, but I believe worth to be analysed.
Borg
Posts: 188
Off Topic
Opinion:No Opinion
Price:0.925
Little bit of reading
Fri 18:55
Very interesting reading on the competition. Think the PR guys from Sierra need to get a move on !!

https://www.drugs.com/slideshow/checkpoint-inhibitors-advanced-cancers-1250
belhus
Posts: 292
Off Topic
Opinion:No Opinion
Price:0.95
Thoth2
Fri 11:54
Thanks as I thought, just wish we could get an in depth update as to our progress that's the only way our share price will move forward
Thoth2
Posts: 1,355
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:0.95
View Thread (3)
RE: oncology
Fri 11:38
I think its a bit nuanced and complex.
We are certainly in the pack leaders. But everyones Tyk2 compound is a bit different. and those differences will determine who is best in each indication. The best in psoriasis may be different from colitis, lupus, T-all.
We also have second mover advantage (like with Chk1). we can see why others fail, and tweak accordingly which we are doing.
apart from Nimbus, we are the only independent with a molecule. To play devils advocate. If BMS molecule is good. the other big pharma are not going to stand aside and let them dominate the space. They will want a rival, and especially once you get in the combination therapy space it can extend patents on existing drugs. So you may get the likes of Merck, with Keytruda ($8bn annual sales I think) already in 22 different combination trials or AZN (Yervoy) looking for a Tyk2 compound to increase efficacy and patent life.
So this round of tweaking is very important, nit to rush IND. We are already better than Tofacitinib. But I think the combination therapy avenue will massively derisk us (as there is room for multiple players/ combos/ indications), and also massively increase market potential.
In essence I think Tyk2 wont be a winner takes it all. I think it will be a segmented market with room for several drugs/ players/ combos of which we will be one. But the market is so enormous ($60 Bn ?) we need to ensure we have a place at the table with this round of tweaking.




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