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Re listened again to the interview and got to say all looks v positive with the maximum tox not yet found on SDC-1801 (Sar-20347) makes sense to run a second Lupus study at a partner to secure a very substantial late pre-clinical up front payment.
Yes, I noticed that too. It reminds me of the data sheet on the auto-immune head-to-head with Pfizer's Tofa which showed trace in Arthritis after we upped the dosage which Tofa couldn't do and we still mainted good efficacy. Hopefully the patent grant will fly in soon along with some data from Sri and the US Army then some licensing deals- it's been too quiet for my liking.
Re-watching the interview with Tim, he mentioned that no being able to find an upper toxicity limit is a good problem to have, he is absolutely right. Normally the efficiency of a compound is restricted by the toxicity limit, having a really high tolerable limit means you can really ramp the dose up to get more efficiency. Come on Tim get us that promised significant value. GLA.
Haha...i can picture it now thoth, eddie yates has got nothing on you big boy!
He better have a big deal in the bag before the next agm or there will be a dozen rab c nesbitts waiting for him at the door......for i will tell you this boy and you can mark my words boy...we shall say no more about it:)
The first time I have seen Tim without a tie, and trendy specs. The cynic in me a) He has a deal in the bag for increased confidence b) He has acquired a younger boyfriend who is styling him. possibly both . could be a girlfriend. ltes just say a partner who chooses his glasses and has upgraded his attire. (Im in my joggers and string vest so in no position to comment)
Honestly CFP. If 3p was the actual value attributed to SAR by the industry, I'd happily take it. I think we are worth more and I'd rather get the best deal we can with risks attached. Then I can make the decision whether or not to sell or hold.
CFP this has been said by Tim a lot over the years, but I do understand what your saying with Nimus pre-clinical program for all their Tyk2 compounds being licensed early but as this is what has been stated and the Patent separation issue then this is what I’m thinking!
“The Company's stated value-generating strategy is to secure commercial licences when its assets reach late preclinical or early clinical stages and management is engaged in initial discussions with several potential partners.“
Hi Krone - Just watched Tim's performance and I thought it was even more upbeat than during the half year update. Given that everything is still very much in play I'm sticking with the science rather than market sentiment. The MM's can play their games with the short termers. GLA
My take on that is they were doing us a favour by keeping us solvent enabling us to to take tyk2 further down the line and in return they would get first refusal. Why else would the name be withheld ,if it is a big name you would wonder why they paid out in the first place.
Thats certainly not correct fadec....the nimbus deal with done pre clinical....a deal can be done at anytime if the purchaser is that interested and the nimbus was a big one at that.
I did say in my first post 'when tyk2 is ready' meaning that all the info on tyk2 is very positive up until now and the fact that a deal has not been done indicates that we are holding out or a purchaser wants more....whatever the case may be....however way we dress it up i think the company needs to get the best deal for shareholders now and i think a sale would be the best way of acheiving that.....i think that would have been the best way 3 years ago but its easy with hindsight.
CFP those hard decisions can’t be made until preclinical is done or nearly done (late preclinical too early Clinical) whose are the stated timelines which makes sense, and the patents are settled to conclusions, if we get any milestones the money in my mind with further the Tyk2 deeper into bigger deal territory, they will make the decision into what can be concluded given the cash flow my bet would be it’s a carbon copy of SRA737 get mhra approval and start the clinical trials of either SDC-1801 or 1802!
TYK2 inhibition halts SpA Published: 30 March 2020
These latest findings suggest that TYK2 has a role in the pathogenesis of AS, and that specific inhibition of TYK2 inhibits disease progression in animal models of SpA. The researchers propose that a small-molecule TYK2 inhibitor could be explored as a potential disease-modifying therapy for AS.
Just watched Tim on proactive seems like same old same old,except Sierra still carrying out tests that's reason we have not received results maybe there is a light at the end of the tunnel .If results are decent that will be when Gilhead takes over and we get our monies
Potnak....are you saying that the company has been deceiving and fluffing up the rns's because for the last 3 year thats supposed to have been the reason that a deal for tyk2 has not been struck...that they were holding out for a bigger upfront....that they were taking it to a point where they could command the big up front.
That being the case, are you saying that with sp of 0.3 now you would not like a bid 10 times that and would rather hold out for a few years for something over 10p with massive risk still on the company?
No one is going to give us a deal like that. We have to carry some of the risks or not get the potential true value. Can't have your cake and eat it. When news comes. You could always sell at 1.5p while the rest of us wait for the big money?
Well, i would not be happy with 1p although i would be quite happy for a 1.5p special divi for giving away tyk2 while retaining further milestone and royalities possibilities with it and chances with our others.
I would love anything above 5p and a good job done by all but if it came down to a 3p sale or a deal that gave something like 10m up front with bigger back end....similar to the srra deal then 3p everytime for me.
There comes a point where the dreaming has to stop and we have to consider timescale and risk...and there is a big risk that in 5 years we could be sitting with exactly the same sp as we have now and our survival based on the next data read out.
Its high time that the bod made some hard decisions.
Kind of agree, Cold Fish but I want the real value. Sounds like you want anything. Personally, I haven't hung around for all this time just to get my money back. I would be very disappointed to see us sell then watch another pharma develop it into a blockbuster. There is no way i'd vote for a low ball offer. I'd rather risk it all to get true value.