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A fair point Potnak, though I did stress that the connection I was making might not be 100% sound however Boundless does tick some boxes (private company, prior knowledge of 737 etc.) so just because they have one CHK1 doesn't mean they wouldn't pick up another for a different indication especially if they know its been successful in P2 trials. Perhaps as you've suggest, the licensee wants a fast turnaround in order to make a quick return on their investment.
Unfortunately this is the game we have to play until someone officially announces who the licensee is.
Great research from HBD but IMO, barking up the wrong tree. Can't see why they would license 737 when the have thier own chk1. Also why woukd CPF let them license it? Surely, there would be some development clauses/milestones in the contract to protect the compound being shelved like Sierra did. For me, I think this deal will be much like the one we had for Aurora. Short term to see what they can do to move it along. If not, it will be handed back.
Indeed Potnak, BBI-355 & the Brain penetrant version BBI-098 which they regard as 2nd generation.
These posts and musings will no doubt lead to the oft repeated "did the patents get handed back to the CPF/Sareum" questions, or "does this mean they patented SRA737 to prevent others using it..." and "Parker said this, but meant that about the asset".
I guess its all supposition until a trial or update breaks cover.
Fun and games as ever.
ATB
Am I missing something here? They patented chk1 because they have their own chk1. Not because they are using sra737.
Thanks to those posting on here about Boundless Bio and 737. Those that have been here for many moons will know that in combination with Dexamethasone SRA 737 works. We know In combination with AstraZeneca's WEE1 inhibitor Adavosertib SRA737 works. We know that in combination with Merck’s Keytruda SRA 737 works and
we know that in combination with Eli Lillys Gemcitabine SRA737 works. It is a no-brainer that Boundless Bio (who have connections to Sierra Onc) would want to licence SRA 737 (CCT-245737). It makes perfect sense. What didn't make any sense at the time was Sierra putting it on the back burner when the data was so positive. The only conclusion was they didn't have the funds to develop it? Boundless Bio on the hand appear to be adept at cash raises. This bodes well for 737.
Many thks, HBD. I really was puzzled and obviously have no clue how Pharma and research does work in time and detail. I think its a good thing then when SR737 was in play all the time.
I recall a time when SAR had to drop an RNS just to confirm what this Board had already found out themselves. Not sure if it was about MERCK and their results at the time. RNS imminent?
GLA
For the time you have spent searching up on possible 737 (not Boeing ) outcomes - Much appreciated
Hi Fanti - it depends what you mean by access. Without reading the patents, it's probably a case of them wanting to patent methods of treatment that include CHK1 inhibitors and therefore they include mention of SRA737 in much the same way as Sierra did, see below (specifically the Applicant name or Assignee name for each patent)
https://patents.justia.com/search?q=sra737
As for accessing 737, you can buy it off the shelf for research purposes from a variety of suppliers - https://www.selleckchem.com/products/cct245737.html
So anyone could be using it in their lab on mice and they don't have to announce it but you can find enough research papers online to show a variety of labs have published their work with 737 in combo with other treatments - I've posted about Chinese labs using 737 with ultrasound to target breast cancer and so on.
As I said in my initial post, just because there appears to be a strong link doesn't mean it's 100% accurate - just because I heard the sound of hooves doesn't mean we'll see some horses, it could be zebras instead!
Lol - yes my analogy highlighted success not failure Potnak.
@ hotblack - great digging and information thank you so much for sharing. Brighty and Citizen also. Reinforces my confidence anyway.
I have to disagree with your football analogy, Laz. Most of my friends are either Sheff wed or Sheff utd fans. They are constantly negative about their team. They still but a season ticket and spend 1000's travelling round the country to watch them play every year. Football is a good analogy for AIM but not in the way you stated. 😂
Thanks for the response Sflf.
Unless you are a HNWI I doubt whether you would have that many more than myself if at all. But never mind.
I get any concerns investors such as yourself may have but I feel you are a self-generating worrier. As a footballing analogy, did anyone expect Leicester City to win the Premiership a few years ago? No - they didn’t have any major stars, limited budget and the competition was far superior to them. Yet they prevailed. Any supporter would have been forgiven for writing negatively about their chances.
My point is that nobody can ever predict. Just as the Leicester fans paying to see their team early season never dreamt of such success, those of us still accumulating at these low prices may be buying the same golden tickets.
One thing is for sure though. You do not pay to go and boo your team constantly.
Great findings indeed. In saying ", 8 of which were published last year when 737 was on the market", does this imply that this company had access to SRA737 w/o licencing it the previous years?
Don't know why I didn't go further down the rabbit hole last night - searching the USPTO website for 'Boundless' AND 'SRA737' shows 9 patents, 8 of which were published last year when 737 was on the market.
It's almost as if Boundless Bio were planning for the future.
I'm certain way beyond your level of investment. There are many things to be concerned about.
1. 737 is very mature and still it isn't monetised and still to be proven.
2. No hnwi or institutional investors could be attracted (without unpalatable discount) at the last funding round
3. There is no retail investor activity as such
4. The share price has slid back immediately to its current lowly position
5. There was distinct apathy from the board at the AGM and for me a clear disconnect between the board and its very loyal private investor group
6. We slow to market and at risk if be out competed, many bio's and discovery companies have woken up to the potential if this class of drugs
7. I am fast losing confidence in our board's ability to monetise our assets if efficacy can be shown
8. It's far from certain that our molecules will deliver best in class efficacy or efficacy at all
Is that enough for you to be going on with?
Yes despite the SP I feel far more bullish, the new 737 deal gives me some backstop confidence in a negative scenario for 1801, however 1801 in reality is deep into 1a (possibly complete) positive news on the results open the chance of early deals whilst 1b is in flight and richer deals at the end of 1b. For me far more positive than negative signs. Might buy more but definately not considering selling at this time GLA
Hi sflf - I am not going to fall for your negative thread header I'm afraid. Out of interest, what do you call heavily invested and could you explain why you are somewhat concerned.
I'm heavily invested and somewhat concerned.........
Just to emphasise the point - this article written in 2021 sums up what happens and why investors can often buy at the wrong time.
https://www.investopedia.com/trading/market-cycles-key-maximum-returns/
Whether he is or isn't is irrelevant. Is anything he has said actually wrong?
1.
Myrobalan Therapeutics Completes Series A Financing of $24 Million to Develop Potentially First-in-Class CNS Therapeutics with Restorative Potential - They have an allosteric TYK2i...
https://finance.yahoo.com/news/myrobalan-therapeutics-completes-series-financing-114500871.html
2. J.P. Morgan Day Three: Biogen Still Shopping For Deals, Sanofi Explains Its View On Oncology
10 Jan 2024 - Takeda To Take TYK2 Inhibitor Into IBD At High Dose
https://scrip.citeline.com/SC149610/JP-Morgan-Day-Three-Biogen-Still-Shopping-For-Deals-Sanofi-Explains-Its-View-On-Oncology
3. Science heavy, but a good read: New and Emerging Biological and Oral/Topical Small-Molecule Treatments for Psoriasis:
https://www.preprints.org/manuscript/202401.0800/v1
direct .pdf: https://www.preprints.org/manuscript/202401.0800/v1/download
4. https://www.dermatologytimes.com/view/hello-2024-what-surprises-are-in-store-for-dermatology-this-year-
5. Identification and validation of the association of Janus kinase 2 mutations with the response to immune checkpoint inhibitor therapy:
https://link.springer.com/article/10.1007/s00011-023-01833-w#Sec21
ATB
Still all good here atm. Sareum is in a much stronger position despite the drag on the sp which, by the way, is being replicated across AIM.
Sareum has been further de-risked and Ph1a results will further de-risk us if good.
Institutional Investors would probably have offered a worse deal than RF such is their greed and opportunism.
Follow the news.
Boundless Bio raised $100 Million 6 months ago. i.e. if it they have licenced SRA737 / CCT-245737 then they clearly have the ability to raise funds to progress drug candidates. Interesting.....
https://synapse.patsnap.com/news-detail/a9d660c9-96a5-3720-8c71-f0babbb48392-boundless-bio-announces-100-million-oversubscribed-series-c-financing-co-led-by-leaps-by-bayer-and-ra-capital-management-to-advance-the-first-ecdna-directed-therapies-ecdtx-for-patients-with-oncogene-amplified-cancer
Good luck, Brighty
OK regarding Boundless Bio and HotblackDesiato's post this is what I have found out. In summary, SRA737 can now also be found as CCT-245737 when searching for Boundless Bio, see the link below:
https://synapse.patsnap.com/drug/32bdb04583b043818d7808672c8fa1c6#research
Of particular interest is this piece of information:
Drug Type
Small molecule drug
Synonyms
PNT-737,
SRA-737,
SRA737
+ [1]
Target
Chk1(Checkpoint kinase 1)
Mechanism
Chk1 inhibitors(Checkpoint kinase 1 inhibitors)
Therapeutic Areas
Neoplasms,
Digestive System Disorders,
Endocrinology and Metabolic Disease
+ [4]
Active Indication
Ovarian Cancer,
Sarcoma,
Small Cell Lung Cancer
+ [13]
Inactive Indication
-
Originator Organization
Sareum Holdings Plc
Sareum Holdings Plc
Active Organization
Sareum Ltd.
Sareum Ltd.
Sierra Oncology, Inc.
Sierra Oncology, Inc.
Institute Of Cancer Research
Institute Of Cancer Research
Inactive Organization
Sareum Holdings Plc
Sareum Holdings Plc
Drug Highest Phase
Phase 2
Good luck, Brighty
Sflf isn’t invested here.
WOW Celtic, did you go to school? You need to work on your grammar and language fella.