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Ref the merck pandion takeover. Rmm is the proper numbers man but our addressable market top of my head must be 20 times larger. Which would give us a 100 bag at least from here. In no rush . Bought my first tranche 2008 at c ,18. And been adding every year since. Dont think it will be a year but much sooner this time. Gla
I'm with you there Sad, if you look at the RNS for the returned Aurora flt3 Tim says-
'"We will review the data and progress made with the programme by our Chinese partner over the coming weeks and will evaluate options for re-partnering the FLT3 programme. While early studies with our FLT3+Aurora kinase inhibitors were promising, formulation continues to be a challenge'.
So my guess like yours is Dr Reader reviewed the data and has had a eureka moment and used it as part of the patent application- there is no doubt Sareum would have been following developments of aurora for a while maybe they just needed another set of eyes on it.
Hi Steady Danny.
I was replying to a post by a member called Skyryder. So, no, not a typo. Just looked through and post room. The post was not negative in any way so see no justification in its removal.
Chat board nigh back to normality.
Regards
Mafuta, I have seen many things in the past that have failed to attention to detail especially in large companies. You can point out perceived problems but they will ignore just to get a product in to market.
Many years ago with FLT+3 Tim an co spent many months selecting suitable candidates for preclinical trials, they narrowed down to two compounds before carrying out extensive preclinical work to establish which one was best.
Effectively they have done the same here and we have 1801 and 1802. Many a company would have stuck to the one compound to treat all ailments.
The only problems they have experienced was not, does the compound work, but the difficulty in manufacturing the compound in sufficient quantities to enable MTD toxicity and safety profile.
My opinion FWIIW is the compounds are formulated from a selection of molecules pertaining to the later patent protection of Tyk 2 compounds. There are all sorts of molecules in here.
A separate patent protection for FLT+3 will longer be required as will be protected by the crystallisation of a compound. Clearly these formulation issues were know by Sareum. The Chinese could not formulate the oral route. Low and behold around the same time ( give or take a month) and we have a crystallisation of a compound patent applied for. As Tim state stated these formulation issues were outside their scope. Clearly they have resolved these issues by specialist in this field. Attention to detail again. It is all about getting it right. They have effectively not just looked at what is right with a compound but also identified, and now resolved these areas that posed problems.
Myself am more confident than ever. I wonder how much the HNWI's new when they came aboard.
Apologies, I ramble on a bit but night shifts are doing me in a bit, last one done and back on days.
Regards
Sad
... a great synopsis ... The attention to detail you mention is what makes us more and more attractive and valuable ... Many development Pharmaceuticals have the habit of rushing the last stages of drug development to move on to a quick sale ... Not SAR they want this to work and their delivery mode shows they want to be very specific ... I agree waiting a few more weeks will pay dividends and will make us more expensive ... I get the gut feel that the interested parties may get a bit impatient and up their "offers"
Hi SOG.
Thanks re the lupus details. Lots of interesting stuff. When you say skyryder is that a typo...
Skyryder, good afternoon.
Odd is not, that a pharma will buy a license or take over a company based on the science and protection of its assets and not the negative drivel written on here.
regards
Good afternoon Thoth. A lot goes on behind closed doors that we are not privy to both negative and positive.
We have been involved in discussions with interested parties for ages. Tim and co know who they are and most likely the HNWI's will know a tad more than we do.
Dexamethasone is a 60 year old corticoid treatment. As you know our profile is better in Covid 19 alone.
Dexamethasone is used in treatment of Lupus, ulcerative colitis and psoriasis. I would also suggest that our profile will be substantially greater in these areas. Steroids are not without their side affects and has been suggested that the use of Dexamethasone can increase the incidence of long term affects of Covid 19. A double edged sword so as to speak. Reports give the most effective positive data as 35% reduction in death as opposed to a placebo.
Plenty of room here for improvement via an alternative treatment.
Interesting to note also, is the US DoD funded money into SRI research into 1802 for treatment of Lupus bearing in mind that Dexamethasone has been round for 60 years and approved as treatment for.
Il-6 is not new as we know. Il-6 also plays a role in muscle regeneration.
A IL-6 can be signalled via Jak1 and Tyk 2.
Tyk 2 is just a pathway that is used to signal our innate and adaptive immune cells.
However, just because an inhibitor is Tyk2 does not automatically make it an inhibitor of Il-6. Fortunately ours does inhibit effectively IL-6 in conjunction with Jak 1 which signals via a different STAT pathway.
A few months delay given to us by the RNS and the BB here gets inundated with disruptive drivel.
Biggest plus is the capsule form of oral administration. I am not concerned with the negative posts of certain individuals that sing the praises of what other companies are intending to do to treat Covid 19, or the phases they are aiming to reach in the near future.
As the time delay inevitably reduces, so will the development of both our SDC compounds have time to reach their maximum potential. Years have been spent in development of our compounds by dedicated world class persons. Attention to detail has been second to none. This level of attention to detail is the difference between success and failure. Attention to detail confirmed via the oral method of administration via a capsule. ( would hazard an educated guess at liquid suspension here)
All looking good here, very good.
Summarise. Yes I get your drift. As you well know too, we are in discussions with more than one party. These companies will not be minnows and will have to have access to very deep pockets I believe.. Deals take many months to conclude. We will be updated of developments on the way with regards to our compounds.
Another tee shirt to be made. '2 to 5 years away my ar5e'.
Regards
Too true Bobbler, in fact the “patience of a saint” would be really helpful! The science is still as good as ever and we are nearing the end game. Hold for gold.
Clearly demonstrates patience is the key to maximising return on investment.
Interesting article Thoth. Also note that Merck wanted to analyse phase 1 data before making a firm offer. Once we have phase 1 completed the likelihood of a deal maximising our true worth will hopefully materialise. More data more money.
The science has not changed, evidence of deals in the sector abound, the new flow of data around 737 and its use in combos and the RNSs that give definite indication of how we are progressing . This is what will provide value to Sar and the reason why I read this board and have invested. There are some extremely good posts. The delay may well work in our favour. However going by the past year until an RNS lands detailing a deal there will be endless speculation on this bb. That’s fine but it will not influence the s/p just as much as the blatantly unsubstantiated negative posts will neither. Hopefully there will be some more facts to analyse from the Q&A session. I’m a womble for pointing out how the timelines have changed certain aspects of the dynamics of Sar lol and shows that this bb cannot take any reasonable critique without resorting to the usual forms of attack. It’s a discussion bb to gain a better understanding of Sareum and I enjoy reading well informed factual posts.
Hi Thoth - and Pandions pipeline is not too dissimilar to ours......oh and we 2 nearing preclinical completion, one on the shelf, a patent to formulate manufacture and a 27% stake in a growing CHK1 market.........tick tock big pharma are watching
GLA
Would explain much this year yhat we dont know about.
https://www.fiercebiotech.com/biotech/pandion-s-secret-to-moving-a-65m-merck-offer-to-a-1-9b-done-deal-a-year-just-keep-saying-no