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Spurs, don't worry about the competition. The more the merrier, it adds validation to the continuing science- I've said it already but I believe the respiratory market is a trillion $£€¥ space with plenty of space for many companies who can provide solutions and therapies for Covid and the like as it will be with us for the next 30-50yrs.
An example could be Avacta a company who I believe are doing both diagnostics and therapies and look how they have performed over the last year (March last year around 14p now around £2.50).
Reasons to be fearful-
https://www.bbc.co.uk/news/uk-56813025
Prof Walport told BBC Breakfast: "These decisions are almost inevitably taken a bit too late in truth, but what's absolutely clear is that this variant is more transmissible in India."
He said he believed it was becoming the "dominant variant" in India, while there were also concerns it could be more effective at escaping a natural or vaccine-induced immune response, "so there's good reasons for wanting to keep it out of the country if at all possible".
The Indian variant - officially known as B.1.617 - has been designated a "variant under investigation" in the UK, with 103 cases - almost all linked to travel - identified in Britain so far.
- Time for operation warp speed for therapeutics (hashtag Tyk2 King- in my opinion of course)
https://www.swissinfo.ch/eng/reuters/roche-trial-for-covid-19-pill-delayed-in-uk-as-vaccine-rollout-intervened/46552580
If this does fall into our remit, there is competition on a door step. I wander what would make ours stand out from the crowd
It’s still a waiting game. We’re all hoping this tyk2 molecule is our answer to covid/cancer as the schamir was for Solomons temple. Recent talk from BJ fuels the optimism, I feel therapeutic will be the next big thing regarding covid. Some one mentioned torys etc, lest not forget that Stephen Parker is a right old Tory toff so is it better to have them on your side?
Anyway it’s a nothing post really, just waffling :)
Love peace and harmony.
Yeah, but Aber, it sounds like you are advocating Sareum ramping themselves up only to hit the new buyers at 3p with a dilution of their shares. There are rules around this. We don't even know if out TYK2 is orally available yet. To tweet yesterday's news would make readers assume it is orally available. News like that would need an RNS and it would suggest MTD has been reached too. Which also would be RNSable Too many unknown to do anything with Boris' statement yesterday. We need the interim report and statement, we need news on MTD and we need funding. Before anything else can happen.
Hi Potnak - sorry mate - i agree with much that you say most of the time but cannot agree with "This antiviral pill talk is irrelevant at this stage." for the simple reason that if indeed we were in the mix and they released some positive vibes the SP might then go up to a new base from which the inevitable placing will be happening ... so for me a placing at 3p is better than one at 2p .. and how do we get to 3p .. by blowing those trumpets they dont know how to use
Ahfam - when I was looking for info on the secret patent I did wonder if 'Crystalline Forms of a Pharmaceutical Compound' meant a pill but from my poking about on the web, I think it could perhaps also apply to liquid preparations e.g. salt crystals disolving in water.
Can anyone confirm if 'Crystalline Forms of a Pharmaceutical Compound' means the end result could only be a solid i.e. a pill or could it also mean a solution?
Sorry if this is a stupid question, my knowledge of chemistry is limited!
For CTA application. I think we will need an MTD update and proof of funding. The deadline that SAR set is nearly up but as others have said, Sareum aren't very good in meeting deadlines. This antiviral pill talk is irrelevant at this stage. We've got a grant and we are working on it. If the POC is unsuccessful then we are back under a penny until a licence deal. I'm comfortable with the risk but it is a risk and has to be said.
Honestly, I don't know. As others have stated, the delayed interim report might give us some clues. The fact is, we need cash to progress just about everything. CTA's won't be announced or even applied for without funding in place. I think we will know soon enough but if we don't yet have funding, VC or raise then it would be unethical and possibly illegal to draw new investors in by tweeting something that we are already a part of. Don't get me wrong. I'm of the opinion i have a winning lottery ticket in my hand. I just don't know if its 3 numbers or all 6!
Potnak - you've mentioned a few times about a raise coming soon. Do you think the VC route is a dead end and they'll be coming back to us? Not that it matters if we hit the ground running thereafter...
Don't worry Aber- we have Dr Mike Owen on board he has just seen his Kymab who he co-founded and was chief scientific officer of sold to Sanofi for $1.45bn. I have no doubt he still has the appetite to do further deals.
And of course the new patent application I think someone suggested is for tablets form.
Applicant: Sareum Limited
Title: Crystalline Forms of a Pharmaceutical Compound
Date Lodged: 7 April 2020
All pointing in my opinion to a gangbusting charge into the AGILE programme.
Many thanks guys ... bt again does beg the question why you can find and emphasize such a connection and yet SAR and its PR/Marketing arm are conpletely inept and incompetent once again .... marketing 101 for gods sake
That's just semantics. My point is we are already in the 'program'. We will get the extra funding and fast track if the POC is good. Until then, we have to wait. Who would this tweet that people want to see be aimed at? Holders or new investors? The main reason the SP is stagnent is the threat of a raise. Sareum will need cash at some point and IMO that is why we aren't seeing the volumes we'd like.
I'll second that Stoney- this is after the grant confirmation on 03 Dec from John-
Sareum's CSO, Dr John Reader, commented:
"We are delighted that UKRI has now confirmed the grant funding to support our new studies to investigate the therapeutic potential of SDC-1801, our proprietary TYK2/JAK1 inhibitor, in severe-phase Covid-19. Alongside vaccines, there is a pressing need for new therapies to treat severe respiratory inflammation arising from viral infections such as Covid-19 and compelling scientific evidence to show that TYK2/JAK1 signalling may play an important role in the inflammatory cascade that leads to the cytokine storm observed in some patients. We will now move with all speed to begin our studies under this grant, which if successful - and also considering the safety/toxicity and other data from the formal preclinical studies - could enable us to advance this novel candidate into clinical development in severe Covid-19 patents during 2021."
Changes the ball game a little for us- look our way Boris we do tablets.
Hi Stoney - thanks, and this would surely warrant a tweet form Tim at the very least and you’d expect Hybridan to be on the case!
Just going to repost this under this thread too
......the RNS from SAR on the 27 Oct 2020 clearly states the ‘antiviral’ nature of our SDC-1801. This RNS was the confirmation of grant funding. The following is an extract from the RNS:
*Sareum is advancing internal programmes focused on distinct dual tyrosine kinase 2 (TYK2) / Janus kinase 1 (JAK1) inhibitors through preclinical development as therapies for autoimmune diseases, including the 'cytokine storm' immune system overreaction to Covid-19 and other viral infections, (SDC-1801) and cancer immunotherapy (SDC-1802).*
I would say if our POC is good, we will certainly be on the UK Government radar for antiviral therapeutics and a ‘pill’. Come on Boris/UKRI - we are waiting for the call!!!!
GLA