Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Is there any evidence of any kind of deal being done?
From what Iv seen we are no further advanced since the last info dug out on here. Fingers legs and eyes crossed for real news soon.
Who knows where this will end up or pan out. Monday seems so far away. :-(
x10 for phase 1
My gut feeling is Big phara deal pre clinical, but dare I say it...
Looks like Sierra might have enough wedge to splash out further??!!
Correction, not any but on a plate for
"many big pharma's"
lets hope the bidding already begun ;)
Not much of a climb considering what was implied. Certainly reads very interesting/positive to me. Maybe it will sink in over the weekend, and move into 2nd gear on Monday? Hopefully exciting times ahead. GLA.
Just listened to the presentation, well this is on a plate for any big pharma!
Some dedicated posters questions answered, with slippery shoulders ;) but this was live, cat nearly out of the bag ;))
Little 10mil upfront licence deal? - or 100mil upfront phase 1 upfront, even a deal for 1801+2 upfront 20mil?
Still could be a complete buy out! Anyone put a figure on that!?
This is so close now...
GLALTH's and have a great weekend :)
Re "u should have bought GGP at 0.6p"
Oh how many times have a wished for a timemachine .............
u should have bought GGP
at 0.6p
evaluate pharma put a $5.7 Billion Net present value on BMS Tyk2. still in clinical trials
https://www.evaluate.com/vantage/articles/events/company-events/bristol-hopes-tyk-psoriasis-box
and also note not clear if Tyk2 only inhibition will be better than a combo Tyk2/ Jak1 such as Pfizer and us.
Most of these markets have space for 4 competing drugs. And there isnt any other small cap with one so with values like that floating around I dont think it will be long. GLA
Looks like we could get some upwards movement into close as we wait for sierra to p!55 or get of the pot.
That sounds great I have 9000000 that is 9 million at .20p is £1.8 million pounds
bluedreamer ... my dream scenario is simply big pharma buys SAR lock-stock-and-barrel for £500-800M which is 15-25p SP straight into my pocket … and ready for reinvesting elsewhere (house, car...etc) after a decade+ of sitting dreaming
Thank you Aberystwyth, so to benefit we keep hold of the shares and benefit from any milestones/royalties as a dividend from the Company which could be many years down the line. The other option would be that people wanted in and the share price rises and you take the choice sell on a stronger SP or wait for the dividends, is that basically the gist. I asked the question about milestones being passed on as dividends some years back and was told probably not as there are accounting principles of deferred earnings, or such, which would prevent converting to dividends. Hey ho everyone seems happy with it though so it must be good, just put the new car book away again. Thank you for helping.
BlueDreamer : If SAR do get taken over then its at the agreed price for your shares
But when they are talking about licensing then its simply a deal where SAR will get upfront + milestone + Royalty payments for on-licensing to a 3rd Party … so effectively it becomes their drug and they take the risk getting it to market and pay SAR a nominal charge (which we hope is a good chunk) to affect the SP upwardly … but you keep your shares unless taken over
So its all about upward momentum of SP to make us all happy/rich or Boat Captain's
Forgive me for being stupid but if this is the deal do we have to keep our shares to benefit from future milestones/royalties or is Sareum effectively taken over. Daft question but never really understood what happens.
"There's a further question about how does a/the? licencing deal work...I think it's very much like the examples I showed of licensing deals ..there is er...THERE'LL BE an upfront payment, THERE'LL BE some success based milestones payments generally for succss...either for starting or success in completing various cllinical trials..and then for approval for marketinmg, milestone payments for achieving certain sales levels..and then on top of that THERE WILL BE royalties as a percentage of sales'...
https://presentations.investormeetcompany.com/investor-meet-company/trading-update-investor-presentation?bmid=dbcfefda7df2