Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Aber - I've got 3 million. Still a risky play so that's my limit I'm willing to lose. SAR is the only share I hold now and I have a spare 7K waiting in my ISA to jump on a bandwaggon. I used to have £65k in my shares ISA but I moved most of it out in the last 2/3 years. Now in a cash ISA making a slow and steady profit. I'm way more selective than I used to be. No more long term holds for me.
so Potnak .. if you think that are you buying more ?
I just want to caveat my post. I'm not saying a TO is imminent. I believe we have certain things to do before that happens such as put TYK2 through pre clinical, resolve the patents etc... I do think Tim and the board are getting their ducks inline for something big though.
I've got a feeling that the big picture we are missing all revolves around SAR and it isn't because of a lack of hunger from the board. Unusual for me to think like this but I think it is SAR that is holding everything up, it a complex business this MA stuff. Especially with 4 compounds and skil, presumably, all could go to different places. That's my ramp for the week.
I'm in full agreement with you RMM3383. Personally, I am still on the fence about how far we really are down the road with anything. I very much hope to be proved wrong but i detect a lack of hunger from the bod over the past 18 months. That said, I do remain hopeful bearing in mind the amount of news due from Sareum in the next couple of months.
Some interesting posts over the last 24 hours and good work by Num4. Like Potnak I was not expecting any news from the 10-Q and it looks as if that is exactly the case! But I’m looking forward to getting it out of the way so that Dilly can get on with the real work of what he is going to do with 737. With regard to the Covid Grant, TYK2 progress and Aurora I’m keeping a beady eye on our Chinese friends. The FLT3 ligand and its relevance to Covid along with TYK2 and its relevance to the Cytokine issue makes for considerable intrigue. It’s just too convenient that a Chinese company ‘found’ Aurora and approached SAR with an offer to resolve the solubility issue at a time when the Covid outbreak was already well underway and the military in China were already cracking down on research etc. I think its quite clever how the Chinese have masked their strategy – paying a low amount upfront for Aurora on the basis that it had been shelved, disguised what they are up to. If they’d paid a large upfront it would have drawn attention to their strategy, the Chinese are inscrutable in these situations. What is now emerging is that Covid won’t be resolved with a single vaccine nor will its treatment be reliant on just one drug. A bit like 737 and LDG it will be the combos that will be successful. On this basis there may well be roles for both Aurora(FLT3) and TYK2(probably 1802). The Chinese already have a TYK2 but so far I’ve not been able to ascertain how ‘clean’ it is. https://adisinsight.springer.com/drugs/800056482
What is interesting is that they (Innocare) announced in late 2019 that they would be applying for ‘Innovative New Drug’ status for their TYK2 in H2/2020. At the point of announcement Covid was in its early stages and Innocare were targeting lupus and psoriasis. Will they be looking at other options as SAR are with 1801/2? On top of this we finally have the release of the DoD report which backs up why Innocare are going for IND with their TYK2. Innocare have a much bigger management team and deeper pockets than SAR but they’re still not on the same scale as a Fosun, Pfizer etc. What SAR need to be aware of is the possibility that the train will leave the station while they are still checking the contents of their suitcase. No news by the end of September (737 or TYK2) and we have cause for concern IMHO. No news by the end of November (737 and TYK2) and we’ll know that TM has lost the plot.