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Not aimed at you SOG but there is a lot of information in that Q and A and ever better, this is Tim going on record with what he can say. Just imagine the stuff he can't say.
Thanks Potnak for that info. Not know how I missed that. Interestingly, will be of slightly different selectiveness, but basically both are Tyk2 Jak1. Tweaking off compounds in groups 0,1 and 2 to achieve this me thinks. All compounds protected too under patents!
Regards
Sad. They will be run separately, 1802 isn't ready yet because of a lack of funds. Below are two answers that Tim gave in the Q and A. As I understand it, all three are separate.
Our priority is to proceed with the SDC-1801 autoimmune programme independently of any potential developments around Covid.
And
If funds were available, we would have the capacity to accelerate the development of SDC-1802.
Good morning Potnak, I am not sure if I have missed out on something here. Are we definitely going to run 1801 CTA alongside 1802? As I understand it both compounds may prove to be selective enough against Covid to be prescribed as a treatment. With having two compounds at least in trials who will be funding this as costs will be nigh twice as much.
As I say, I may have misunderstood something. Perhaps paying too much attention to Tim's we are looking to on license one of our compounds which we are looking at 1801 ( June 2020)
With regards to a 3rd candidate, it is very probable. Our compounds have the ability to be tweaked for selectivity. Not easy ( I would hazard a guess at looking at an updated SKIL platform) but bearing in mind Sareum been looking at this for nigh a year.
Regards
The more I think about it the more I think there will be a third candidate. 1801 for immune, 1802 cancer and 1803 respiratory. 1803 will go into P1 funded by the government, 1801 will be on licensed and with the upfront from 1801, 1802 will be pushed through preclinical ready for CTA or on licence. Possibly all this year.
The more I think about it the more I think there will be a third candidate. 1801 for immune, 1802 cancer and 1803 respiratory. 1803 will go into P1 funded by the government, 1801 will be on licensed and with the upfront from 1801, 1802 will be pushed through preclinical ready for CTA or on licence. Possibly all this year.
An RNS stating commencement of clinical trial should suffice. No reason at the moment that the compounds should not work. Testing has been meticulously carried out. 2nd generation inhibitors therefore do not carry the associated black box and warnings associated with 1st generation ( not selective enough).
Once clinical trial in place and its indications announced whether we run 1801 alongside 1802 and maybe 2 compounds from 1801 ( one tweaked a tad more for selectivity over Covid 19) then the SP will rocket anywhere upwards. The time is approaching very soon 6 weeks.
Regards
Fair point. No dramas. Within a few months given some positive steps forward we will all have a few more quid and there will be a more robust treatment platform against the many ailments this company has a chance to kick in the spuds.
Doolinator.
Faith and belief have been here and still is for at least the past 9 years. After faith and belief have gone all that can be left then is hope. That is how I see it. Those that are very new to this game especially that come here lack understanding of the company and its pipeline. Not being judgemental just saying
Regards
Good spot Del. Meant to have a put 0.1 percent as is a thousandth of total shares. Yes is an insignificant amount. I see the p purchase of shares as a positive vibe.
Share price as Utahsaints suggests I reckon is about right where it is. Until further concrete news comes in that is about where we will stay. There are the 'if the products were that good why has no one bought them', or' why is the SP not worth more' brigade.
Pharmaceuticals are high risk. Even more so for a small company.
At 0.3 p last year gave our Market cap less than 10 million, at 2.4 p that is circa 80 million a seven fold increase. But in the big picture that is still saying that the company is only worth circa 80 million for1801/1802 and the 27% interest with SRA737.
Very much undervalued if you look at risk V reward.
We will get to know I feel the true worth soon enough. I for one am very confident.
Regards
I will stress what Tim said last year that entering trials in 1801 would see significant share holder value. You can take from that as you like. I see the SP doubling at least on that news. My opinion is all that is. That being enabled it will prove two things. Confirm/ prove low toxicity and indicate how promising it will be for treatment of Covid.
Until anything happens we have doubt and speculation.
Regards
I think cobalt we are where we should. Slot on this board is pure positive conjecture. That's not to say it will not happen but time will tell. Hopefully in next 2 months things will be slot clearer. A valuation 5- 10 times from here in short time is not inconceivable but a deal needs to be down
Cobalt, it has 10 bagged in 14 months! J7sus Christ!
Sog , supporting your message earlier the 3m holding is an insignificant holding in the big picture at 0.1% of the total shares
D.
Cobalt, most Coid related stocks are down a little. 3million ( circa 1%) shares added to the stock exchange on 18th. Nothing goes up in a straight line and people are cautious. When ever we have been above this SP we have retraced. Good if you can buy back in should it fall.
If you take a note what Tim said June last year. Looking to get into clinical trials with one of the compounds ( was not looking overly interested in Covid apart from Aavenue to explore) which would see significant share holder value.
We have vast potential in Covid and can get into trial with a grant. Doubt is the only drawback at the moment.
Simple really, Cobalt. Nothing is certain and the only sure fire way to not lose money on AIM is to not be invested in the first place. Loads will pile in when they see it moving.
The SP has as good as 10 bagged in the last 14 months or so. On pretty much no news. No deals. No real income (£50k from China isn’t even worth mentioning)
Most of us remember it at 0.27 or 0.29p just over a year ago. The masses are starting to catch up, MSM are starting to hear about Tyk2. It takes time.
I’m certainly not being smart or nibbling here but there has been a substantial share price increase since December/January, you must know that and there continues to be optimism that it may go further. People on on board such as this, and indeed any board would be hopeful for profit realisation based on their research and therefore may come across hopeful. I don’t see why I would read a board, let alone comment on a board if I wasn’t invested. There in lies the reason. Hope. Hope surrounded by folks who mostly hope the same thing. And a couple who clearly don’t but I ain’t here to judge.
Can anyone enlighten me as to why the SP is so poor and struggling if there is so much potential? I cannot square the optimism here with the reality.