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Another question I've thought of -
The Final Results RNS notes you are now considering how you might make use of the UK government's AGILE clinical trial platform. There is some feeling among shareholders that the AGILE platform may come with strings attached thereby potentially reducing return on investment e.g. if trials are successful then might the government expect X% of profits from future sales? Are you able to allay any fears shareholders may have regarding any government involvement with progressing our compounds?
I would like the boards response to this extract (particularly lupus part) from the Edison report which a month later saw our first HNWI Subscription
'The autoimmune space is highly competitive (dominated by big pharma) and while PS will be the likely focus for SDC-1801's Phase Ia clinical study (easiest to recruit; potential c $40bn market, albeit a very crowded one), we expect Sareum to get better mileage from prospecting other, less explored, autoimmune conditions such as lupus ($1.9bn market but less crowded) and inflammatory bowel disease (IBD - $16bn market) where its dual action may offer greater therapeutic gains.'
Gunner, 800m was in relation to tyk2 1801 and prior to covid around 2016.
Since then we have had more patent protection and both 1801 and 1802 inhibit IL-6 which is vital in the fight against respiratory and immune illnesses like covid19, so the price naturally has increased many fold.
To add to the increase we now have the ability to take either 1 or both to clinic courtesy of the HNWI's investments this again if we get there which seems to be extremely likely will increase the price further.
And then the icing on the cake so to speak is the capsule news and the patent for crystalisation which will of course further add value to both compounds if the patents and formulisation extends to both Tyk2.
Many happy returns chaps- seems like the calm before the inevitable re-rate as we see the price going sideways and evident manipulation with c..wombles appearing incognito- always a good sign.
Everybody wants in we are superior to dex and bari (as bari has tox issues) remember, no tox issues, mtd and patent protection, cash secure and more to come
My key question would be.
The formulation experts on 1801 that we used. Did they also look at flt3 ?
shh HBD - don't be giving the game away to Tim, he will be practising keeping his involuntary cheeky grin under control.....
Are Sareum still looking to sell 1801 and 1802 for 800m each or has the price gone up ?
Hi HBD
Q1 is definitely a good question as it could open up a Pandora’s box.
All good topics
Hi Lazarus,
I was just about to start a new thread re next week when you beat me to it. Anyway, here's what I was ready to post -
https://www.investormeetcompany.com/
Just registered for the above - all quite painless. Now have a few days to think of a suitably probing question that won't fall into the 'we'd like to answer that but the answer would be market sensitive' category. Actually, the more questions they can't answer, the better, as it would give clear indication that things are moving along in the background; if they could tell us there has been no informal communication with big pharma then that would be bad news.
Obvious questions so far:
1. Could the crystalization techniques covered by the recent patent application be applied to our other compounds?
2. There are 3 other individuals named as co-applicants on the recent patent application as part of an agreement. If the patent is granted, is it wholly owned by Sareum? (I think the agreement might be SAR own the patent but the others get a name-check so it looks good on their CV rather than them getting a percentage of any future value.)
3. How confident are you that Sierra will progress SRA737 within the next 12mths?
4. Was SAR approached by the HNW investors or did we approach them?
Regards all.
Next week will only discuss what is already in the public domain. Hopefully, we may get a further RNS which enables the Q&A to be broadened but don't hold your breath.
What will be more telling IMO will be the areas they cannot or will not discuss or answer questions about. It will provide clues as to what is sensitive and behind the scenes.