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Just sat and watched the Edison Open House, had Tim been a greyhound he would have caught the rabbit out of the trap, but whilst fast it was informative and it reaffirmed the direction for me. That direction being a consistent strategy with a consistent message..... gave me plenty of confidence that our expectations are build on solid research & development. GLA over next period.
Agree Rebster. That smooth talking Aussie Andrew Scott would give a good presentation. He wouldn't know much about what he were talking about however, but yes presentation is important.
Still looking to obtain funding at a later stage.
Nothing Tim is aware of to mar the promising toxicology results. Until a final report is made all we can do is wait. There is very little an interested partner can do in the meantime as they will need to know in depth, the assessment of toxicology data prior to negotiating any form of a deal. Likewise it will be the same for any investors putting up money. Toxicology is the most important hurdle to cross. Looks like we have it in the bag, but of course not yet official.
I do not see any share consolidation arising prior to receiving outcome of toxicity data. There simply is no need. It is there as an option later down the line. PH can play as much as they want with the SP at the current time. It does not change one Iota the true value of 1801 and 1802 post official positive toxicity results.
Clearly Tim is very confident.
Regards
Thoth respect to your radar skills.... things looking better after spring has sprung this year... one eye on the ruskies and a blackswan event no one wants... always something hey
GLA
In other news fda has banned use of 2 monoclonal Treatments for c19 today. So our opp is bigger. Also Tims peesentation mentioned POLB as a 737 potential combo for the forst time. This has been researchdd by ICR previously but there were none available. Looks like there may be now. There is a separate ddr conf on at the moment with a segment on polB.
studies not trials. Apologies
Yes all positive and to the point. Like the heading “ SRA 737 has shown exciting potential in combination trials’. John and Tim certainly seem bullish about this.
*sorry Rebus - terrible autocorrect!
I agree Rebater - first thing I noticed was Tim's eyes flicking left and right. I think he started off too quickly so the best bits were when he was interrupted and forced to slow down. From 3 or 4 minutes was much better. All in all quite positive and nothing to change anyone's outlook if they are currently holding.
Reassuring to hear Tim mention covid for short term and Tox report still waiting... then year ahead stuff on his calender sounds like a positive year ahead.... no cash problems aswell so time to put the kettle on and settle the mind down a touch and wait out for those RNS days ... laffin simples
GLA
Just watched the presentation - quite happy with what has been said. They appear to be continuing exactly as they have briefed us in the past. The science and pathway of the company has not changed (still looking at COVID applications when maybe the world has mistakenly thought the end is in sight). Happy to hold and keen to pick up some more shares at this price once funds are available to me. :)
One of Tims better performances to be fair (no squeaky chair!), but if I'm going to be critical, it was so obvious he was reading a pre prepared script.
Taking a quick look at some of the other presenters, they were far more professional in their delivery and looked at the camera and not a screen.
The information delivered was spot on and what we already know, but cant help but feel if Sareum are going to be showcasing then delivery needs to be better presented.
Still positive and here till the end though... GLA
A decent performance by Tim, no surprises in a negative way and good to here that Covid related avenues are still being considered. For me this was all positive re-inforcement of why I invested and I will continue with a strategy of patience while matters unfold. GLA
https://www.edisongroup.com/edison-open-house-global-healthcare-2022/
Why would they need to link up with a pharma now? They have enough funding to get through phase 1 for SDC1801 and SDC 1802. There will be plenty of opportunities during this period to get the best deal they can.
I’m surprised SAR need to pitch to investors still so late in the game. I truly thought we would have partnered with big pharma by now just to see what we got actually does what it says on the tin. The wait for game changing news continues??