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Don't want to b negative.i only hold 50000 shares and that's all I can afford tbh but I get the vibes that perhaps sar haven't played the covid angle as good as they could have. Does that mean that they not play the commercialisation of their other products properly and that could be why Peel Hunt have been brought in to find a buyer for the company. I haven't been invested long here but I know a few here have been incredibly patient for a very long time so perhaps a buyout may be the best option just in case? As I said not being negative just raising the question
It's a valid thread and Fadec makes some good points. It isn't about negativity, its about resetting our expectations. They've given us a timetime and it's highly unlikely that we will get a deal on TYK2 until pre clinical is complete. I'm ok with that as long as they don't kick the can down the road again. For Covid and agile, it's still 1801 and Tim stated we still have to complete preclinical to enter Agile. We might get dome news on 737 but I can't see any trials starting until Q2 2022. The only thing Tim has in his pocket is PH. Let's hope they can bring in some investors before the AGM for our and Tim's sake. Delays do matter and if we'd entered P1 in q1 2021 like they said we would, we'd be in Covid trials by now instead of next autumn, if we are lucky. As Thoth always says, sit on your hands and ride it out if you can. Buy more on the dips.
Ahfan3 Hello there.I think that here are possibly a very few people,who do understand how toxicology studies are conducted.From the Petri dish and slides under the microscope analysis and if results are good(in vitro studies) the animals are dosed with the substance/compound by injecting it or orally ,topically or rectally .Major pharmaceutical laboratories have resources to do all of the above at the same time on the same species ,which in turn are divided into those subgroups.This saves time and the study is finished quicker.However smaller labs may not have the resources or manpower to do it that way and start in vivo studies with the injections.This guarantees that various doses are delivered to all animals exactly.If there is a good response/results obtained and toxic effects are absent,minimal or acceptable, other routs of delivery are tested subsequently.For iv/im stuff, solubility is paramount.If toxic effects are unacceptable in the lab animals,you can not apply for a clinical trial.This is why I said we need to know why toxicology studies are taking so long.Why not tell us for instance that toxic effects of injections(whilst compound was very effective) forced SAR to test other forms of drug delivery.Most reasonable shareholders would understand that.This now will take some additional time and the expense.Maybe two rich individuals were informed about it and invested here.ATB - Stach
Fadec, they could licence it pre-clinical if the BOD and the new HNWI's thought the price was right to sell.
I've said it before the market is there to be taken if you take both Tyk2's that auto-immune and cancer immunotherapy covered with patent protection for the next 40yrs+.
With the majors seeing decreasing revenues (albeit covid has given them a temporary boost) and expiring patents Sareum are in a exceptionally fortuitous position to capitalise and I believe we can 30-50bag if Dr Owen can cut the right deal- he managed it with Kymab and so he can do it here.
Ok it’s part of the strategy as like SRA-737 just hope this time they nail down pre-clinical and get it to completion and it does seam a good idea to get into tablet form now rather than later, they have just got to do it as I’ve heard time after time of why it’s been pushed on, they have the cash, just get it sorted no dithering!
The earlier you cut the deal the lower the cost as you are owning more risk. I am happy with no deals as I will simply hold my shares and I will be happy to do so as I know the eventual license deal will bring SAR a stronger return.
I feel positive after the RNS, some delays with 1801 but a clear plan to go deeper in the development cycle and with s strong cash balance SAR can negotiate any deals from a position of strength. The lack of detail on 1802 I also see as potentially positive IMO this maybe because a deal is near completion and the timetable will be set and communicated by the partner. The covid update also feels similar, I think a deal again is close. I hope we may see further RNS action between now and next Tuesday and although out of SARs influence there is always a chance of 737 progress.
IMO no bad news today and I am still feeling bullish for SAR in both the short and medium term. GLA
You’re absolutely right! I don’t know any HNWI who invest short term. As someone has said before they’ll have advisers/experts that have researched Sareum Holdings on all levels. It gives you even more confidence in investing in a high risk stock. The sp will rise unless something goes seriously wrong. However, it may take longer than some folk wish for.
Absolutely agree. Substantial funding following the Edison report that as reported will fund ongoing progress. They will have seen the potential after undertaking dd. Also dosnt stop 'bids' for licenses by any means...the investments show confidence and any interested 'other parties' will have to pay appropriately....we are in a cracking position.
Rather stating the obvious but you must ask yourself WHY did the HNWI's chuck 4.5 million bucks at the Company?? For a quick in and out so to speak or because they are taking a long-term view having done extensive due diligence?? Only you know the answer
I see where your coming from Stach re. solubility issues with flt3, however, if we look at the patent find this month it very much looks as though they have cracked it.
And together with the £4.5m from the HNWI's seems to be all systems go for either clinic ourselves or licence with the intention of going clinic as the ball is well and truly in the majors court since we are IP'd up and have the ability to take it on ourselves with no money issues.
We have never been in a better position over the last 10yrs+ anyone can clearly see that- the patent protections we have secured and the continued validations we get are setting us apart from most small bio's and the price going from sub 1p to here is testament to that. Remember the last HNWI £1m had warrants at 10p, that in itself is a indication to where we should be minimum
Basser1 I am sure people will ask about it but we need an honest answer.Had it not been for those two wealthy Investors,we could be in a spot of bother right now.The whole late process of developing this acute response inhibitor is taking ages.Stach
Fadec92 Good morning.I do not like this RNS as see contrarian statements within it,which undermine the whole.What is the point to start capsule formulation whilst Toxicology Experiments with the liquid substance are not finished? in fact if anti-TYK-2/JAK-1 compound was going to be used in seriously ill patients with Covid-19,it would have had to be given indeed in liquid form and most likely IV.Are we now talking that we shall be submitting ACT for only different autoimmune diseases to Covid so oral route is a must?We have had similar situation with FLT-3 solubility problems(many of you here I am sure remember this).There must have been some problems with the compound as it takes ages to complete Toxicology study.A bit of truth about it would not go amiss.Stach
The market hates delay so the sp drop doesn't surprise me in the slightest. What I think is really exciting is the BoD taking a slightly longer route of formulating a capsule for increased commercial value. If a worldwide patent is obtained for a pill to treat immune and yes, covid, the potential valuation is enormous. So I agree the potential valuation in a couple of years has just increased 2/3 fold. I also agree there are risks, but anyone who isn't prepared for that shouldn't be investing on AIM. Just my opinion of course.