We would love to hear your thoughts about our site and services, please take our survey 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.
Hi Stoney, yes but I had forgotten about the Aurora deal! and take your point about the runway length. We only need one of them to come and we'll be ok. None of us could have predicted Covid 19 throwing a spanner in the works but for SAR it only appears to have slowed things down. Like I said the other week. The other diseases haven't stopped killing people. At some point the pharma machine will start up again.
Hi Potnak and all.
Don’t forget the recent report was the half year to end of Dec 2019, the 12 months runway was based as at last Dec.......therefore I believe we only have until the year end, maybe this was the 9 months duration mentioned in the Aurora deal?????
GLA
I agree with Fadec. If we are in talks for 1801 or 1802 for that matter. It would be highly unprofessional and possibly illegal under the terms of an NDA to start opportunistically start telling the world we might, MIGHT, have something that could help with COVID19 treatments. The fact they haven't said anything should tell us that they can't. We need to stop stressing on the SP. We know we have a cash runway of 12 months. Let's leave them to it. If we don't have a milestone or deal for TYK2 in that time. We backed the wrong company.
Yes, agreed on that RM.
As a bod they are very cautious with their releases and sometimes there is too many months in between.
I get it, most of us do by now but in these troubled times were are grateful for any morsel we can get and i hope the bod have something to steady the ship....while accepting that if there's no news of anything significant going on i'm sure they could come up with some steadying news before the next major piece....after all, it takes srra a long time in finding a partner and the trial seem to ve getting extended more and more and we have lost some ground with tyk2 in the last year so a little imagination is required:)
Hi Fadec, I'm not saying that they should focus on Covid 19. In a previous post I acknowledged that they had plenty of irons in other fires without the need to go full on with another option. However, the SP is sliding back towards territory I thought we had left behind when the Aurora deal was sprung on us and for no good reason other than we are back into silent running mode in a market that is volatile and hungry for good (even moderately good) news. To get good PR you have to provide the PR company with material they can work with. I can't believe there isn't a story within SAR that isn't newsworthy in the context of the current situation and without changing the focus. Sitting back and waiting for others to bang your drum isn't the way the markets work. SAR might be a company based on science but its also a commercial entity and that means you have to operate as a commercially astute management team. With Aurora in the hands of the Chinese and 737 in the hands of Gilead/Sierra/ICR I don't believe that all their time is being taken up on 1801/2. Show some leg guys!
The research has gone into fine tuning 2 kinase molecules into 2 types of Deceases Autoimmune and Cancer lagging behind, it would seam unusual to focus attention on covid19 as another lead molecule would have to be created as it’s taken years to get the molecules into pre-clinical which still is not completed, if they were going to focus energy into a pneumonia related molecule or speak of it too much as in “we are now focusing effort to enter this” then I think from my point of view they would loose credibility switching the business plan and taking focus away from what’s put in place already, they have acknowledged the facts based on the Tyk2 pneumonia article which is good enough for me, the action seams to be IL-6 related which to my previous knowledge hasn’t been mentioned before in relation to 1801 could be wrong as haven’t looked in depth but to my mind right now, and the IL-12 and IL-23 has been mentioned and I’m not taking away that there would not be a link with 1801 properties has in relation/relevance to covid19 and a more taylored molecule for this but right now we haven’t got anything in place for this imo!
RMM - well said. One hopes that the BoD are all over this like a nasty rash!
Yesterday Avacta announced a collaboration on Covid 19, today Silence Therapeutics announced they have repurposed equipment to provide reagents for Covid 19 testing. Avacta will make money out of this (SP up 80% at close yesterday). Silence say they are doing it pro bono but its clearly a good PR move. Silence now up almost 10% today. SAR have contacts at both companies. It would be nice to see the slide in the SP at least halted if not reversed which could be done through a simple PR move - 'Sareum is pleased to announce that it has shared its knowledge of the importance of TYK2 in respect of some of the symptoms associated with Covid 19. The impact on viral pneumonia can be seen at -link provided'. I can't believe that an NDA prevents them from at least acknowledging that they are helping the fight against Covid 19 in some way. Or maybe they aren't? Wakey, wakey….
With the head of astrazeneca.
ITV 10.45 peston talking about viruse vaccine with immune response