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:
You will only have one login account. Registering with multiple accounts is not allowed. Any user found to have more than one account on this site will have all, and any future accounts suspended permanently.
Your email and password must only be used by you. If a post is made under your account, it will be considered that it was posted by yourself.
Your account nickname must not be the same, or contain, listed company names or board members' names.
While debating and discussion is fine, we will not tolerate; rudeness, swearing, insulting posts, personal attacks, or posts which are invasive of another's privacy.
You will not;
discuss illegal or criminal activities.
post any confidential or price sensitive information or that is not public knowledge.
post misleading or false statements regarding the share price and performance. Such posts are deemed as market abuse, and may be reported to the appropriate authorities.
post any private communication, or part thereof, from any other person, including from a member of the board of directors of a listed company. Such posts cannot be verified as true and could be deemed to be misleading.
post any personal details (e.g. email address or phone number).
post live price or level 2 updates.
publish content that is not your original work, or infringes the copyright or other rights of any third party.
post non-constructive, meaningless, one word (or short) non-sense posts.
post links to, or otherwise publish any content containing any form of advertising, promotion for goods and services, spam, or other unsolicited communication.
post any affiliate or referral links, or post anything asking for a referral.
post or otherwise publish any content unrelated to the board or the board's topic.
re-post premium share chat posts on regular share chat.
restrict or inhibit any other user from using the boards.
impersonate any person or entity, including any of our employees or representatives.
post or transmit any content that contains software viruses, files or code designed to interrupt, destroy or limit the functionality of this website or any computer software or equipment.
If you are going to post non-English, please also post an English translation of your post.
If you are going to post non-English, please also post an English translation of your post.
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 and Verified Members
Premium Members are members that have a premium subscription with London South East and have access to Premium Chat. 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.
Re 18.54, I would hope you’re not alluding that I have an ulterior motive for posting the link from ADVFN, kindly supplied by Timbo003. I felt it was best that EVERYONE who is invested be given the chance to view it.
I have no idea how to value Sareum's molecules, especially with this complex patent... But one thing is for sure the WORLD will know soon enough ;) I really hope Sareum explain the patent and its potential in layman's when the RNS is delivered. GLALTH's ;)
Hi Boil. Re your post that might have been overlooked. This was from the Edison Group earlier in the year re TYK2 and Sareum.
Safer than predecessors?
By virtue of their TYK2 specificity, Sareum’s lead candidates aim to circumvent the toxicity overhang associated with non-selective activity of first-generation JAK inhibitors. TYK2 class leader Deucravacitinib’s (Bristol Myers Squibb) Phase III success in psoriasis (PS) offers encouraging read-across but we expect Pfizer’s Brepocitinib, with its similar TYK2/JAK1 selectivity to SDC-1801 to be a better benchmark with Phase II read-outs in 2021 having a strong bearing on SDC-1801’s market perception.
Decision on lead indications strategic
The autoimmune space is highly competitive (dominated by big pharma) and while PS will be the likely focus for SDC-1801’s Phase Ia clinical study (easiest to recruit; potential c $40bn market, albeit a very crowded one), we expect Sareum to get better mileage from prospecting other, less explored, autoimmune conditions such as lupus ($1.9bn market but less crowded) and inflammatory bowel disease (IBD - $16bn market) where its dual action may offer greater therapeutic gains.
Limited funding headroom
Despite stringent resource management, Sareum’s liquidity position remains constricted (cash runway lasting till Q421 at current run-rate) with valuation potential contingent on timely raising of funds to take SDC-1801 to the clinic.
I'm not sure some 'new' ( despite invested for 2 years) posters read the details but swing their nuts into a bb on a Sunday prior to trading following the other October news re the submarine patent breaking water. Anyone else find that odd? Also to assume re the golden ticket of corporate experience without saying whatever area then what is their point? Just read their previous posts. I think the wombles are getting a bit more astute at trying to bring consternation without being caught. Then get their mates to back their post. No mention of anything tangible re a discussion that has a means to back it. Best wishes all and I will be reading posts here tonight that I suspect are going to try and kick the can. Ps re global corporate experience. Not directly 'trading 'but direct relatives who probably wipe the ground of your experience.
Evening Steady, I wasn't thinking specifically of Merck/GSK but recall a number of posts here citing drugs failures over the last month or so.
So GSK's Walmsley is going to COP26? I can't imagine what she's going to do there; maybe give attendees advice on what lipstick colour goes with the death of a planet. As it's in Glasgow I might nip through and give her a corporate wedgie. That's where you shove a global patent application up their fundament and shout 'GRANTED!!' in their earhole (alas, that wasn't a typo).
Hi trading. Respect your opinion and experience. Things though have definitely changed in the last 30 years. Things definitely happen quicker nowadays. Shareholders and institutions are quick to realise opportunity. And when opportunity knocks ....
Hi HBD. Great thoughts as always. Re the failed programs I wonder if you might be alluding to Merck and GSK going separate after many years of collaboration albeit sticking with the ovarian cancer program. As we know Elliot has invested heavily in GSK (Billions) earlier this year and want a shake up there. They have Emma Walmsley in their sights. They want directors who have scientific backgrounds and pharma knowledge. See where I'm going.....other insider experts have predicted that large pharmas need to increase their library of research and will have to pay a top price for them. Also worth noting GSK do mention that the stage at which they like to get involved in is where our key research are. A lot of appeasement and rabbits out of hats required there. Final point Emma Walmsley is one of the speakers at the COP26 summit this week. Suspect she wants to shine a light on the upcoming GSK split and New GSK are needing to have products to keep investors, institutions and especially Elliot happy. The timing of the submarine patent surfacing seems rather timely for possible major pharma intervention wanting to say they have something that the world will get to hear about. Only a muse the last bit but would definitely put GSK in a much needed better light. Best regards Steadydanny
Hi Steady, I can see things falling into two camps.
The first has those buyers within large pharma looking at the recent failures within the industry where huge deals have come to nothing and compounds have failed. With zillions down the drain they may be more hesitant and want to see results of Phase I trials before getting the cheque book out. With their patents expiring in a few years they still have a little time on their side before they have to commit. (I've not looked into what stages any of the failed drugs were at when they were snapped up so the above is clearly idle speculation on my part.)
The second camp is the more interesting one from our perspective. As time goes on we only become more expensive. Global patents. The IP targeting of the burning house itself rather than the house next door. A BoD with a track record of success within the large pharma world. Strong interest from HNW types. Compounds that could become the next penicillin. If I were a buyer for large pharma I might have FOMO and recommend Sareum are snapped up for pence rather than pounds in 12mths time.
The BoD currently hold all the cards and we have to trust them to do what is best. A complete buy-out allows us all to walk off into the sunset together whereas licensing may be more lucrative in the long run.
Either way, I've never wanted to be a fly on the wall in any meeting room more than I do now.
Since this has broken water the overtime going on this weekend and all nighters being undertaken with the pharmas scientists globally and patent experts and commercial lawyers and institutions etc etc.....and I suspect walkers are putting in a double shift making jumbo wotsits :-) Exciting times.