The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Aye Num- Something must be kicking off if the common has congregated on us like unwanted s...t shower, talking utter gobs...te with no evidence or research to back up their ridiculous claims. Like the HNWI invested £2m+ to see 2p.
We are fully funded with no issues on the compounds as Sad has pointed out Tyk2 1801 looks to be hitting all the right signals for the cytokine storm- we will multi-bag once the inevitable covid research RNS drops.
When we had investor meet presentation the BOD could not hide their excitement it was clearly evident- Dr Reader even mentioning 'the world will hear about it in due course' in regards to the secret patent- The World chaps not UK, we are going global.
Many happy returns.
Yes Num 4 the Benghal Lancers are out in force today.
We must be getting close now, as we well know..The further arrival and desperation from new users with 1 post to save us from ourselves is outstanding - just genuine decent people trying to help us, sitting watching a share and then all of a sudden have the urge to help out shareholders by creating an account and telling us how it's going to end up.
I can't believe for one minute that anybody ever falls for this, it's actually turned into the biggest sign to buy.
Fancy our chances of an RTO of Sierra in a few months :)
Yes RMM, Licencing or M&A with MSD as I've said before would not surprise me. MSD has already witnessed how effective the Sareum science is back in June 2019 with the 100% regression of tumours after 21 days in small cell lung cancer trial. We also saw that late last year MSD acquired OncoImmune for $425million plus milestones and sales royalties in a COVID 19 focussed deal. Not long to go now. Good luck, Brighty
Brilliant overnight posts, many thanks one and all.
Thanks for the paper Thoth. I'll give it a read. I'm up all night anyway keeping the electricity flowing throughout GB.
Jbond. It has been my hypothesis for years that most neurodegenerative diseases are immune related. Plenty of papers but biotech is ten years from papers to the clinic. But i think the industry has literally wasted hundreds of billions looking at the wrong targets. A nice paper from April. You can skim it on the technical bits but gives a feel.
https://www.frontiersin.org/articles/10.3389/fneur.2021.639353/full
Thanks for the numbers RMM those figures are truly mouth watering. It must be very challenging for Sierra to decide which indications to progress on. They'll need serious funding or multiple HNWI's to progress multiple trials. Great find Thoth. Does this mean that TYK2 may be an effective treatment for alzheimers and parkinsons?
That would be truly fantastic. In fact I'm beginning to wonder what TYK2 isn't good for?
Lets hope Tim and John can deliver some great news in the coming weeks.
Rmm quite correct. Keytruda is the biggy. Srra cant afford to share trial costs. Would have to be an on licence imho. If you look at the number of indicatons
A short explanation as to why Keytruda's success in Cervical Cancer is the big news today. Currently Keytruda generates sales of around $13bn pa. Its focus before today was SCLC but other cancers are within its scope. Analysts estimated that Keytruda (before cervical) would have a value to Merck of $200bn by 2025. That's because of its PE which is currently set at 20. Any drug that could work alongside Keytruda or similar drugs has the opportunity for mega sales simply because any drug that enhances performance at lower doses is a very attractive option for a profession governed by safety profiles. Lets speculate and say that 737 worked well with Keytruda. At worst we would have a drug comnbination that generates combined value of $200bn. It would not be unreasonable to argue that 737 could be worth half and Keytruda the other half. With a value of $100 bn divided by the PE of 20 gives us sales of $5bn pa of which SAR would get 27% ($1.35bn). In real money that's £1.08bn or roughly 33p per share per year. Unlike TYK2 737 is much closer to commercialisation so 33p does not need to be highly discounted. At worst the discount would be 50% giving us 16.5p. At todays price that's 16.5p on top of the current 6p. 24.5p overnite in effect. That's just for 737. 1801 and 1802 are on top of that and that's why I think Merck's news is big news and good for us. It's also why I'm not going for a full valuation before we know about the Covid PoC and how that affects 1801 and 1802 against big markets like lupus, RA and other cancers. Food for thought while we wait..... GLA