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The list was courtesy of a gentleman called Brighty, I think. I agree, Potnak, things could turn around very quickly here. Remember, March 2020, 0.25p, to 10p (intraday) in July 2021. What a ride that was! Let's see tomorrow...
Saerum has always raised cash so we have to ask why BOD went to RF instead of share holders. Also why RF are crashing share price and why BOD show contempt for shareholders at AGM.
To my mind BOD are trying to ditch share holders and may already have a deal on the table for a takeover with RF and BODS controlling the share price and possible company sale. Time will tell
To add to my list. and i'm not an expert here, not even an amateur but say we take the lowest deal on the list circa 4 billion for a stage 2 asset. And a pharma only gives us a 10% chance of getting to market. Then even with a 90% discount. We're still looking at £400 million. The thing is if phase 1b is a success and shows a good immune response. The discount on good p1b data is considerably smaller. If we can't raise funds on the back of that sort of potential, we may as well just call it a day. This why some lth are still buying because if the board pull it off. It will be a legendary return from these levels.
I think Robin has been stood down as a result of his inability to understand what is going on.
Or may be back in the sin bin.
Not my list, can't remember who posted it but these are the size of deals we can expect if we get to phase 2 or 3.
Pfizer and Seagen. Deal size $43 Billion
2. Bristol Myers Squibb and Karuna Therapeutics Deal size $14 Billion
3. Merck and Prometheus Biosciences Deal size $10.8 Billion
4. AbbVie and ImmunoGen Deal size $10.1 Billion
5. AbbVie and Cerevel Therapeutics $8.7 Billion
6. Biogen and Reata Pharmaceuticals Deal size $7.3 Billion
7. Roche and Telavant Deal size $7.1 Billion
8. Astellas and Iveric Bio Deal size £5.9 Billion
9. Bristol Myers Squibb and Mirati Therapeutics Deal size $4.8 Billion
10. Bristol Myers Squibb and RayzeBio Deal size $4.1 Billion
You stated above dilution at 2p to.6p....obvious what you and the rest of the crew are at it.
Am with potnak....here all the way....rather lose the lot but I trust the science and it will be ok
...but agree with potnak ...no more aim....had my fingers burnt xcite energy , sirius minerals...enough
My crew?
I’ve not spoken sh*t I’ve just said SAR have no money, which is true.
And, seriously, I'd rather lose the lot than sell for £1 or 2 or 3 for that matter. I'm in no real rush. Find the funding and carry onto the natural end for the science bit.
bull, you might be right about dilution.... but not be at 2p to 6p as you indicated ....be honest and say that you are shorting this , which is fine, but to talk **** to get people to sell, is disgusting and you and robin and rest of your crew should be embarrassed.
I have thought the same as Aber as I'm sure many of us have. The majority of shares are in private hands, something like 95%. The shareholders would have the final say on any offer. It's the only upside to Parker not getting any institutional investors on board. I would imagine that most here would hold out for fair value and big investors such as the HNWI would want to at least break even. Finance aside and a few presumptions could see the company worth £500 million with all compounds licenced and progressing through trials, up to £ 2 billion at the end of a successful P2 trial. These figures might seem like they are plucked from thin air but there have been plenty of deals made around that p2 area that would dwarf that £2 billion. The board know what fair value is. We have big investors in for £3.50 or more and they know what fair value is. The board's job is to get fair value for the shareholders. This situation isn't a science problem, it's a relatively small funding problem. Fix that and fair value comes into play.
£1 a share? the SP is 14p......talk like this is what makes people lose money.
SAR have no money, just talk facts and not fiction.
£1 per share = £71 Million ... pocket change to GSK (say) who BOD have prior with ... I hope this was not the ploy in the first place !!!! hoping TM and JR would think better of their shareholders ... not that I think Parker gives a stuff about us
What we don't want is a 16:30 RNS they're usually bad news 😳
Best guess they are expecting the MAD preliminary data this week which will be released alongside the interim results, If preliminary data is good enough the city will accept a heavily discounted placing if not then its a Fire Sale.... GLA
Aber.
"....sticking my neck out I think they are looking at a T/O at a reduced rate where they move with the purchasing company.."
My thoughts entirely-save their own skins, especially Parker, and to hell with the shareholders of whatever ilk.
If offered a quid a share they would grab it so quickly the offeror would lose several fingers.
Robin/Puma
Do you ever reflect on what life could have given you?
Instead here you are... whopper...
And havent you got a holiday in Disney world to go to with your 'wife and family'?
So why haven't they done that?
Desamax - we are still in week commencing 25th ... expect news tomorrow !!
Hood and his mate working hard as they are not invested ; The King should be informed about you being such a caring individual; you may well get a knighthood for spending such long hours trying to help all of us lost souls ....
Personally a) They have not come back to the shareholders who emailed and received confirmation from IR about a possible placing and b) They have yet to inform anyone of reduced salaries ... so for me, sticking my neck out I think they are looking at a T/O at a reduced rate where they move with the purchasing company .... AIMHO but I am convinced !!!
but i also believe that the T/O price will be significantly more than today's price ....
I do so like the smell of barbeque in the morning ... shorters beware !!!!!
Can anyone tell me why (The Company announces that its results for the half-year to 31 December 2023 will be published in the week beginning 25 March 2024) has been delayed. TIA
If there was ever a time for a pharma company to put a big pile of cash on the table, now is that time. If they had sight of the closed clinical data, and it was successful so far, SAR is a bit of a bargain... I suppose it all depends, for us shareholders, what that amount of money per share would be?
I am doing small top-ups in SAR almost every day now - am I addicted?
On the contrary PUMA, there are many PI's ready & willing to support a cash call from the company, should it be required. I think you'll find we're a very powerful lobby, if push comes to shove.
The Hood does not care, as the Hood will fail to accept facts that either he cannot grasp or refuses to so as to support his own agenda.
Where have l led people?
Never once have l advised people to buy, as l am in no position to advise.
You have advised repetitively that people sell.
This is a fact.
I am here to see a compound on licenced or maybe a buyout before l sell heavily.
That is where the value lies.
I remember the Puma posting about Majwand.
His plan is to short the share then when it reaches its bottom, buy in and make whoosh loads of money on the rise.
You have the same plan.
As we wait on news.
https://www.youtube.com/watch?v=BbyYr6L5xQM&t=20s
I do believe that our real biggy in the bag is SDC1802. I am entirely in xgreement that we may have to give some of our ownership away on this one.
Potentially capable of 1 billion plus at late stage but a substantial amount of this may well be lost should we get involved in a partnership of some sort.
My belief is that Sareum had this as an option but deciding that this amount of loss could be removed by RF finance.
Ok if the SP remained high but as we can see not so good if it does not.
Regards