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Rmm. Enough about your bed skills.
Utah - If life has taught me one thing its that timing is everything!!
Ok roll on next week then
There just isnt any news. Thats all. Chk1 is waiting for trial readout from SRRA. At the AGM John said the interim data was quite good, and he is not one for hyperbole. And the trial extended by a month although recruitment ended early, so my hunch is some people have responded better or longer than expected. If anogenital is even passable it will get funded. If not by SRRA (or Gilead I suspect), then the CPF will invest in the P2b trial I expect.
Tyk2 is doing its preclinical testing. whats to report ? daily updates on how the mice are fairing. Its one of those periods where there is little news flow. But unless SRRA reports bad news in anogenital (doubt it as its been safe and well tolerated so far with no fatalities), and few treatment options it will go ahead. And Tyk2 I get the disting impression we have been in talks for a while (class looks safe and effective, and we seem to have a leading position in cancer). So still quite happy here but funding resolved sooner rather than later would be nice.
Sorry but I disagree
We are currently starved of news timing is less important
Utah - given some of the value 'destruction' I've seen across my watchlist in the last few days I'm quite glad that we've not announced anything as I fear it would simply be discounted!
Why only these 2 scenarios ? Why not it does not quite do what it’s supposed to and it’s not worth putting in more resources ?
I think it’s be prepared for little information from Sierra and sareum need to up their game. This is not value generation as we were promised.
RMM - yes, too many sleepless nights for too long!!
To be honest Krone, I'm more interested in what Gilead's agenda is rather than Sierra's. I suspect that they're pulling the strings and Mr Glover is just a 'channel' for them. But I do agree with Potnak. It's the not knowing that keeps me awake at night.... GLA
Potnak - are they not awash with cash after the recent fundraise. Just don’t like the cut of Glover’s jib!
i can't see anything bad. either they will find funding, good for SAR. or they won't get funding and we take it back. also good for SAR. The bad thing for SAR is the not knowing. Bring it on.
Can’t see any reason why it would be bad, they have already put 737 on hold so if it was bad they would have just came out with it no reason to hold out, can only mean something is happening for the good fingers crossed
Hi All - well here’s hoping it is a positive news event for us. I suggested last week that Sierra may well issue a statement/news prior to the results......thing is it could go either way, they have had a slide in their sp this last week.
Still can’t see the momly adding any value until after the trials commence. Let’s not forget this was a P3 fail for Gilead.....
So the question arises, what else do Sierra have in the pipeline........Gilead haven’t acquired a slice of the company for no reason.....
GLA
Hi Krone. That's an interesting move by Sierra - the anticipated date based on previous years was tomorrow (27th). The fact they've delayed until next Tuesday makes for a nervous weekend! I don't expect to see anything from SAR before midday on the 3rd.
‘ We’ll discuss 2019 year end progress and Sierra’s 2020 outlook.’