The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Showing sp at 38p, with spread between 37p and 39p!
Mid price is now 38 so going up
Going to be another strong start to the day
GLA
Glad I got in last night, already up on paper.
Please :O)
Ah, HE1 the wonder share.
That is, of course, if you bought between 20 December and 20 January. Otherwise you’re probably still massively underwater.
That share is a rampers wet dream. It’s spent most of its life at 6p or above yet they’re constantly banging on about a rise to 2p.
Joey I never said it was going back to 10.5p to up to £1, the truth is no one knows what's going to happen, who would have predicted 10.5p from £1.47 none of us have crystal balls, if we did we would all be rich, this could fly or go bankrupt if the science does work, nothing is proved yet.
Showing mid price 37p?
Good morning nicely,
Have you by any chance taken notice of the trading volumes. This will not be going back to 10.5p per share.
People will take profits on the way up that is the way the cookie crumbles, it will reach a pound plus over time.
You can have a positive attitude here ut there are some who will insult, undermine and create disruption and so much fear.
One little berk was even calling for me to get banned as l was the cause of people losing money here.
Well, l don't hear them now, do you not find that strange?
I know it would be boring in life if we were all the same, but we are not. We are individuals, but the ultimate objective here is to make a reasonable sum of money.
I have been here since 2012 and other LTH's a tad longer.
This company has been put through the mill since
2022. Now it is on the up and much further forward. 34p a share is still a pittance for where we stand.
However, the new investor or trader needs exercise a degree of caution. There is plenty of info about.
Regards
And now RF are finally out it’s only now going to go one way as this was oversold and hammered due to RF
So the pot of gold is looking good everyday that rainbow gets closer
GLA
It's well worth digesting the Sareum presentation, provided by BoilB (thanks BB), especially Sareum's plans for a licencing deal for SDC-1801 in Q3 of this year:
* Topline data analysis expected to complete in Q2
* Assess options for SDC-1801 licence in Q3
So, as expected the topline data - due out in Q2 (i.e. anytime now) - is going to be used to woo a licencing partner this year. That's very encouraging indeed.
I'm guessing it won't drop back to 10p or 20p because of the latest RNS, indicating that RF are now out?
So what's stopping it going to £1 + considering it was £1.47 a year ago , look where Sar is now
What stopping it going to back 10.50, its was a week ago? Joe5000 lets hope this doesn't drop below 33.5p first before we start talking about £1
Excellent scientific and financial analysis SOG. We are back in the race again despite the mugging along the way. Its been a bare knukle ride and we have survived it. I think that the scientific expertise shared on this board by you and some others has helped greatly to give the confidence needed to stay invested in this company.
Thank you Rebster,
That's exactly what I was asking for.
All the best,
CrestEx
Good evening fearg,
Similar opinions as myself, definate downward pressure by RF to to put financial destruction on Sareum. From the RNS of today the rerate has begun.
RF can sell what they like. Hence gradual grind over 6 months,from Aug to Feb (105p to 60p ) and then from Feb to March dropped 60p to 10p.
Another raise and shares may have been manipulated down to less than a penny. RF come along kindly help with more peanut finance and acquire Sareum. Sold in the hundreds of millions later!
Share price was 105p prior to RF involvement.
Circa 70 million shares at that time, now around 105 so approx 50% dilution.
So realistically we are looking at 70p per share to bring the SP or to be more precise the Market Cap of 70 million.
Now 1801 has advanced since, as we now await safety data results that we expect to enable us to traverse into a company that has a phase 2 asset.
In addition we await news of the licensee that has taken on 737 a checkpoint 1 kinase inhibitor.
Checkpoint kinase inhibitors are effective at what they are designed to do, but to satisfy the demands of regulating authorities such as the NDA they need to be used in combination therapy satisfactorily to gain clinical use authorisations.
With regards to 1801 that will also have a knock on effect to 1802.
I would suggest that on satisfactory 1801 news we can expect a minimum 50% to 100% rise. On commencement of phase 2a trial (that may require raising of funds to bring the Mcap to around 150 to 175 million.
News on 737 maybe 5 to 7.5 million as a rough guide.
155 to 180 million market cap
Approx 150p to 180p per share.
On licence will depend on phase 2 data.
End of phase 2 as l have put before an upfront payment of between 200 and 400 million and with good Indications outside of psoriasis maybe up to 800 million.
No Jaki inhibitors irrelevant of selectivity have ever been authorised for clinical use without the dreaded black box warnings.
Allosteric TYK2 Deucravacitinib)has proven so far excellent with regards to safety albeit the efficacy on Psoriasis is adequate, it is believed by using the dual inhibition approach of Tyk2 and Jak1 that this would yield superior efficacy over Tyk2 alone. 1801 is Tyk 2 Jak1 an oral formulation that has the added underestimated benefit of being administered in a capsule formulation.
The safety profile of SDC-1801 if comparable to Deucravacitinib would make us available for clinical use without the dreaded black box warnings and a greater efficacy in certain Indications.
Let's face it Deucravacitinib flunked badly in UC.
This all new allosteric Tyk2 inhibitor that regulates the active domain via the pseudo domain?
How much would 1801 be worth with a safety profile comparable with Deucracitinib but better efficacy?
Mind blowing!
Regards
I'm intrigued by Sareum's phasing in the SRA737 section: "Identification of partner"
Do they expect it to come to light sooner rather than later? Fingers crossed we get plans of a phase 2 or 3 combo trial with concrete timelines for milestone payments - i.e. securing funding for SDC1801 phase 2 in the process
So what's stopping it going to £1 + considering it was £1.47 a year ago , look where Sar is now :)
More expert analysis
Nothing in the way now :)
Thank you for the link. Very useful.
In a nutshell..
https://sareum.com/wp-content/uploads/2024/03/Sareum-Company-March-2024-for-website.pdf
Now digest, Sareum survived the fiasco!
Good riddance to RF, now let the fun begin
GLALTH's ;)
August- see RNS- death spiral begins with SP around 100p
March- placing at 10p
April-death spiral finishes and recovery begins.
Simples.
Crest
We took a very poor finance deal with Riverfort which along side some questionable motives from Peel? And spivs battered the SP. We have now cleared the finance deal that was hurting us and are cash in the back and waiting results which should propel the sp back towards £1:50 at least IMO
Have been at a funeral most of day so catching up on price movements and banter. Won’t sell any till this gets back to where it should be at the moment which is £1.
Indeed Joey...it's as though the RNSes are invisible at top of page...🙄😁