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Who make take it off of Sar? A question I have no idea. What we do know apart from Sareum who hold a very tight ship, is they have been in discussions with interested parties for some time.
It will take a considerable amount of money to put this through trials for its original intended targets of which there are many. All looks good on this front.
Due to the selectivity of our Tyk2 Jak 1 inhibitor over anything out there especially Jak1 Jak 2 and Jak 3 inhibitors which carry severe adverse effects, have NDA black box warnings substantiating these effects. They are only approved by the NDA for emergency use only. Truly desperate measures being taken to:- a/ save lives and b/ glean as much money for a pharma before end of patent protection for these 1st generation inhibitors and their now known side effects. Basically in a nut shell they are becoming obsolete! Money for old rope so as to speak.
As for a value, and I have stated before in my opinion a minimum 250 million up front with substantial milestone payments. The trial for potential treatment of Covid19 aside, will confirm the lack of toxicity and hence suitability in human beings and therefore confirm is safe to put forward for the original therapies of targets.
The only persons knowing as likely candidates for licensing will be Tim and Co. I do not know who that would likely to be.
Those, that are the interested parties you can be damn sure will be following the progress of our molecule in Covid 19. I would postulate that there would have already been made informal offers. Formal offers would have to have been released vis RNS.
Put yourself in Sareums positon. Do you accept these offers? If you do not, then that is their belief that what they have is worth way way above what may have already been offered. Add on an effective treatment for Covid 19 in its present state, or likely serious mutation thereof in the current pandemic and try and put a price on.
Sareum will require a 3rd party should this be the case, to provide the financial clout and manufacturing ability to bring the compound into mass production if and when so required.
With regard to the Tyk 2 compound we have, given its potential, it is now to be seen as a benefit to the seller. If a 3rd party were prepared to make a formal bid and more than one party is interested it would not be out of the question to see a bidding war.
To answer your question directly as to who the interested or likely partners I have no idea. more knowledgeable posters like Thoth can far better than me speculate on this issue. Not so much as a question of who, but more a question of how much.
I can offer no more with regards to potential licensees or partners than this.
Regards and enjoy the ride.
Brighty - I'll save you the time!
NCYT 7p to 1210p in 2020 (71m shares)
ODX 7p to 126p in 2020 (183m shares)
AVCT 14p – 215p in 2020 (253m shares)
SNG 6p to 240p in 2020 (200m shares)
HEMO 1p to 15p in 2020 (524m shares)
PYC 1.5p to 10.5p in 2020 (97m shares)
YGEN 7p- 24p in 2020 (723m shares)
N4P 2p to 16p in 2020 (181m shares)
VAL 6p to 60p in 2020 (65m shares)
Shares in issue are taken as at today's date from LSE info.
It should be noted that although SAR has 3.3bn shares in issue, that should not stop the company being valued beyond £1 per share IF all their compounds prove to be world beaters. (My opinion only)
Brighty - to put your list of share price rises into perspective, would it be helpful to add shares in issue against each company?
T2 - that would make us worth £11.40ish a share (I think)
*crosses fingers*
https://www.cnbc.com/2020/12/14/coronavirus-relief-therapeutics-shares-have-soared-38000percent-in-2020.html
Brighty. Your list os covid risers uk centric. Heres the biggy from overseas
Well said sadoldgit. The sp went over 3p inter-day at the time the patent on 1802 was announced. The sp was aprox 4p in the year of the mice, which drew me in here and, in retrospect, that was fortunate. The sp climbed to aprox. 2.50p I think at the time the results on 737 were anticipated, when I bought in also. So really we are still at base camp and in a much greater position of strength than than when any of the previous northwards movements occurred in the SP. Deliverance beckons.
Thanks for the input sadolget who do you think might take it off sar for big money then,could that be China get back in touch,or who yes the mind does boggle on something as big as this,at this moment in time best of luck.
Apologies that should be Tyk 2 Jak 1inhibitor.
Regards
Didn't Val have a big consolidation to lift it's sp,
Hollybean, you need to look at market cap. Our SDC 1801 and 1802 are the only available TYK2 compounds available for license. Low toxicity or no toxicity albeit still only just in preclinical stage.
Regards and please take some time to look through history of news on sareums website. Best post of the month by far nust go to Krone for bringing to out attention of the patent update.
Regards
Thanks Brighty - I hope you've saved that list as a word doc, as you'll be adding another line to it before long.... 0.29p to 50p/£1/£5
all11, Last time it dropped from 3p to 1.5 was when Astra Zenecca released news of its vaccine. It hammered all potential covid 19 diagnostics and treatment companies.
Sareum is worth more than its current market value non inclusive of a possible target of Covid 19. They very likely hood of being a potential treatment for covid 19, is bolstered by its selectivity ie Tyk 2 over Jak 2 ( Jak 2 is far less selective, tyk2 has a 10 fold selectivity of Jak 2 and Jak 3 and a five fold selectivity over Jak1. Jak 1 advantageous as signals through a different pathway yet only a relatively small amount of Jak 1 in our inhibitor} is undeiable.
All patents now in place and waiting for news for clinical trial application, and approval. There are no grounds whatsoever to indicate as to why we will not be approved as far as I can see.
All looking good and I do hope Charlie has given up on his getting in at 1p and thus removed his short.
The mind does boggle what the SP will be in a few short weeks.
Regards to all regulars here especially the LTH
Here we are WIP. My favourite little chart for those that missed it last year highlighting some of those stunning pharma sector rises that were achieved in 2020. Anything is possible......
NCYT 7p to 1210p in 2020
ODX 7p to 126p in 2020
AVCT 14p – 215p in 2020
SNG 6p to 240p in 2020
HEMO 1p to 15p in 2020
PYC 1.5p to 10.5p in 2020
YGEN 7p- 24p in 2020
N4P 2p to 16p in 2020
VAL 6p to 60p in 2020
If they can do it, then so can Sareum.
We are now on the launch pad at 3p to achieve similar meteoric gains in 2021.
Good luck all Sareum shareholders. Brighty
The market capital would need to be about 4oom to achieve 10p can this be done so easy 3.2b shares in issue ,bit of a way to go don't you think on this product alone bwdik,about this not much enjoy your eve.
Its multi bagged from a "false start" position this time last year. However, it is closer than ever to transformative news.
Senator - find RMM’s breakdown, or one of Thoth2’s, RMM’s was reposted this morning
I’d be devastated if we only got 10p a share, as would many LTH on here
This has already multibagged!
It could be the usual pump and dump... but who knows 3p was my target last time and it dropped to 1.5p in no time at all... 10p is achievable on good news.
Brighty has posted a couple of times similar increases with minnows who’ve mentioned Covid in their RNS’s over the last year or so
This really will be anybody’s guess (I’m still hoping for RMM and Thoth2’s to come to fruition)
When you see how other covid related stocks have multi bagged over the last year, Sar has a potential treatment for long covid among many other respiratory treatments in the bag , best in class Tyk2,, 1081 & 1082, serria holds onto Sar737. The ducks a lined up nicely for all LTHs. We all know why and what we are here for. Nytc, Sng will have nothing on this beauty.
I'd imagine every level of admin the results go through gets read, whispered to the person beside them and then passed on - We'll see an even bigger increase in volume as we approach official news. SAR have always been water tight, but there will be too many outside eyes on this now given the potential
MUST BE GOING RATHER WELL...........