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i can live with that
Not many days left on the Sareum advent calendar.
Mafuta - I think you mean 'a steady LARGE income for years'.....
now there's a thought ... dividend farming ... a steady incomes for years ... i like
A partner for Covid, one for 737 and another for 1802. A T/O may not be our best option. The concept of a Dividend Farmer looking very attractive.
Great post and work Num4 thank you.
Posts like this (and from many others, you know who you are) is why I've been reading and ultimately enjoyed learning from this BB.
A refreshing change to have more good data and science back on the page rather than the regurgitated drivel from new accounts over the last week.
Thinking about the story the best previous example is that of BioNTech, nobody knew that name previously, now it's a household name. Directors billionaires, shareholders not far behind. I think we are the BioNTech of therapeutics, partnering with a major on COVID should be our next step.
Hi Num4 - So little is priced in its almost laughable (but great for us!). I was thinking about the manufacturing issues but unlike Aurora we already have a route established for 1801 and 1802 we are told will be resolved shortly. The only fly in the ointment will be the usual politics. On a slightly different tack I just nipped over to the 'Other Place' and was presented with a Pop Up headlining Sareum TYK2/Jak1 - 'Next Generation Therapies' with a specific mention of Covid. Seems like our visibility is hitting new heights!
Hi RMM, I think the problem, another "nice problem to have" will be the supply, hence the scarcity and the forthcoming knee-jerk reactions to place orders to give the one thing we need, not only as a country trying to come out of lockdowns but as a world trying to prevent deaths - hope. Treatments to date aren't making the same headlines as the vaccines have, and when we know the virus will continue to mutate the need for a treatment that is not a repurposed drug is huge, especially in pill form. When you think about the story that is going to evolve, for people to say news is priced in is very short-sighted.
Last year the UK came in for some considerable stick for our high Covid Deaths. However, the statistics are highly dubious - different countries, different definitions, testing regimes etc. This year Covid will still be a big killer globally but in the UK I'm anticipating more deaths from the Flu than Covid. We will be under the microscope for our therapeutics which the politicians already know. Boris' hints of further lockdowns and the concerns within the NHS/Pharma sector regarding what to put in the annual flu vaccine, boosters against emerging Covid variants and the interactions between the two not to mention the growing waiting lists all mean that this summer is not about overseas holidays but how we learn to live with the new normal. Patience, patients and patents just about sums it up!
Well said Num4, falls in line somewhat with the 2 stories from the BBC I have posted.
Since Covid has the world and our future on it's knees to date.
"Delivering a vaccine to everyone in these countries comes with huge logistical complications, send a box of pills and COVID tests does not. If you test positive and have symptoms, take a pill, if the symptoms get worse, double the dose." NUM4
That's Sareum Saving the World, Sareum potentially on every news broadcast to every corner of the planet, dwell on that and it's impact on us as shareholders.
And then there's the whole other pipeline we have on cancer.
Brace yourselves folks
My brain hurts when I start thinking potential or wider scenarios. Maybe even the seasonal flu deaths could be reduced / lower the hospital admittances meaning healthcare services are more available.
Num4 - Great insight. Look at the global top 10 diseases and the top 10 causes of death and its not difficult to see why our TYK2 and 737 compounds are so valuable - Cancer, respiratory conditions etc. Then look at the conditions that won't kill you but hugely affect quality of life (RA, Lupus etc). Thoth may be correct in his view that the immune system has a lot to answer for but also a lot we (SAR) can help with. Putting a value on the potential is going to give me more sleepless nights than worrying about the small minded games being played by the MM's and their lackeys. As already stated this morning we are literally only a week or so away from the first bus arriving. All IMO.
Thank you for this Num 4. Such a refreshing read before Billy Smart and his entourage arrive
SOG - Ditto from me
The global opportunity for Sareum and consequently the gains to be made by its shareholders is really breath taking as you quite rightly point out Num. Hence why 30p is a distinct possibility very soon when news is released. Those in any doubt would be well advised to research the potential role for JAK-inhibitors in reducing the risk of death in people with COVID.
Great post Num4. I can say no more.
Num 4 , yet again great post and research
This is why you do not listen to the noise, this is why you do not listen to skanks who have opened accounts 3 days ago
Do some research, look at the science, sell at you peril.
Num4 thanks for sharing your research , patience for reward..
What I think we may be overlooking is the potential for world interest in our pill post this research update which is due start of July. As we expect it will go straight into AGILE but what we haven't mentioned is the interest of other world oganisations. Yes, UK will take it through trials but it will also allow Sareum to open up huge revenue streams selling this pill to the world and allowing them to put it through it's paces in their own trials. If you remember China were vaccinating people without a completed PIII. So expect the unexpected as desperation for a treatment in the poorer regions and especially Brazil will be jumped on. Delivering a vaccine to everyone in these countries comes with huge logistical complications, send a box of pills and COVID tests does not. If you test positive and have symptoms, take a pill, if the symptoms get worse, double the dose. In theory this would reduce the amount of people needing hospital or dying, so far the theory around TYK2 has been proven, governments will want to secure this pill as a matter of basic scarcity.
Nothing is stopping Sareum from having contracts with other countries for the supply of SDC-1801, that's also why the patents are of such importance. Sareum would see huge eye-watering revenues within weeks. World governments bought everything else, masks, tests, vaccines - why wouldn't they buy a pill which has so far passed the tests within the UK framework of drug discovery.