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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
Price dependant on data results that will include biomarker data that will indicate areas that SDC1801 would be likely to show most potential.
Yes there are other inhibitors. Similar Tyk2 and Jak1 inhibitors,
They are not all the same. Breprocitinib has around similar selectivity for Tyk2 over Jak1
Molecular size being very important.
I have discussed this much in the past.
Our Molecules all 31 0f them are patented.
The compounds as they sat during candidate selection, preclinical evaluation at end of preclinical, phase 1a, phase lb and the price would rise considerably from.the previous stage.
Indications as to which areas of therapy gained on phase1a data along with biomarker data will indicate areas of greatest potential for market commercialisation.
Regards
1802 is the elephant in the room, SOG. We might have to give some of it away or take on a more backend-weighted licence but most pharma would want 1802 in their pipeline rather than someone else have it.
As dire as it feels, I wouldn't rule out any of those funding options.
On satisfactory safety data, SDC 1802 can enter phase 2 trials. Does the Hood accept this fact or disagree and if so on what basis would you make your argument?
Would the Hood care to place a value on the worth of this compound alone accepting the fact that we will have a compound SDC that can enter phase2 straight from end of preclinical?
Regards
Never been a Mr Orange on here!
The value at the time?
You have little to know knowledge of Sareum or the rorth or potential wort of either SDC1801 or SDC1802.
The value will rise considerably from end of preclinical to end of phase1.
Clearly you are out of your depth here.
Data results are what are required by the interested parties as stated in the 2022 AGM.
'WELL SHOW US SOME DATA'
Do you remember this or are you as l believe you are ignorant of this fact also?
Regards