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Thinking back to T2 I remember him encouraging everyone to put an unrealistically high fill & kill sell price on Sar stock to stop the shorters getting their hands on our shares via our brokers. Still don’t know if this was proven to be true that you can’t borrow shares that have a pending sell price. Anyone ITK 👍
HBD not sure using AI is taken in the correct context but lets roll with that, so would that lead down the road of unknown MTD / Possible extra cohort in P1a as we have no efficacy data.
Referring back to earlier comments regarding the amount of LTH in Sareum . I can only speak for myself, but on the face of it the contributors to this board reflects a wide breadth of various knowledgeable professional positions , ranging from what I read some being involved in the sciences and some who are very involved and interested in the research area . I know several of you as LTH have been able to attend the AGM , would it not be to our advantage to take this opportunity to show the board the combined power that we as shareholders have there at our disposal to reiterate our thoughts regarding any future fundraising. Thoughts please .
Afternoon Damion - clearly the BoD wouldn't know how 1801 would do in the trial before it started so they had to plan for a P1b. I used an AI tool to ask when you can skip a P1b trial and head for a P2a trial. Answer below -
"A drug can skip a Phase 1b trial and move directly to a Phase 2a trial under specific circumstances, primarily when there is a high degree of confidence in the safety and pharmacokinetics of the drug based on previous studies or data. This is not a common practice and is generally reserved for drugs that have already undergone extensive preclinical testing and have shown promising results in early clinical trials.
Phase 1b trials are typically designed to further evaluate the safety and pharmacokinetics of a drug at higher doses than those tested in Phase 1a trials. They are crucial for determining the maximum tolerated dose (MTD) and for understanding the drug's pharmacokinetics in a larger group of participants. However, if the drug has already demonstrated a favorable safety profile and pharmacokinetics in Phase 1a trials, and there is strong evidence supporting the drug's efficacy, it may be possible to proceed directly to Phase 2a trials.
Phase 2a trials, which are part of the broader Phase 2 trials, are designed to evaluate the drug's efficacy and safety in a larger group of participants. These trials are often divided into Phase 2a (dose-finding) and Phase 2b (efficacy) trials. Phase 2a trials are particularly important for determining the optimal dose of the drug that balances efficacy with safety.
The decision to skip Phase 1b and proceed directly to Phase 2a trials is made by the drug development team, often in consultation with regulatory authorities like the FDA. This decision is based on a thorough review of the drug's development history, including preclinical studies, early clinical trials, and any available data on the drug's safety and pharmacokinetics. It's important to note that skipping Phase 1b trials is a significant decision that requires careful consideration of the drug's development history and the potential risks associated with moving directly to Phase 2a trials."
Hi SOG - see below for another paper citing 737. Published on 25th April (apologies if someone has already posted re this one) - Therapeutic Targeting of DNA Repair Pathways in Pediatric Extracranial Solid Tumors: Current State and Implications for Immunotherapy.
https://www.mdpi.com/2072-6694/16/9/1648#B42-cancers-16-01648
The one confusing point is if P2a was the better option all along then why on earth did they take on the £5m from RF to do a P1a / P1b, they could have raised £2.5m at a much higher SP for just a P1
Hello HBD,
If Sareum runs a successful phase 2a trial, I think the business could be worth 500-600 million dollars in a takeover situation. To get to this point there will be further dilution to raise funds for the trial and general operating expenses. Assuming that P1a is successful and the funds are raised at a higher share price, the dilution would be such that we would be looking at about a £3.40 to £4.00 share price.
Bill
Hi Billy, very true but I'm reminded of a thing Clement Freud once said. He loved horse racing and would always gamble a large enough amount that it would cause him some physical pain when he lost. That way if he won, it felt like the whole universe was smiling upon him.
Call me shallow but I have a specific financial goal in life and if this hits anything north of about £3.80 a share then I'll be one happy lad. That isn't far off where we once were, albeit the world was a different place back then. With so many LTHs still invested after all these years it's either a case of Stockholm syndrome or they also think the sp has some way to go yet.
I don't want to put you on the spot but you must have some notion of what would be an acceptable sp if everything works out - care to share?
In the world of pharma, failure is always an option but I can live with that.
Hbd,
I don't think takeover likely until development of 737 established.
It has potential and indeed once in combo has been found then it has a value.
Hard to treat cancers ie HGSOC being one.
Market is huge and still an area of unmet need.
Difficult to evaluate. Held back l believe by SO as a secondary measure to ensure no competition to the likes of the GSK pipeline.
Most know my views on this one.
SDC1801 safety data imperative and should we escape the dreaded black box warnings then that pits us at or very near the top of all else out there.
Phase2 is the way forward.
Phase 2 is way worth more than phase 1b.
Phase 1b will prove point of concept,however Phase 2 will establish most effective dosages.
Phase 1b we cannot progress beyond 300mg per day.
Plus there are other Indications of which some we will be best at. These need identifying.
All looks good as l see it.
Nearest competitor as l see it is Ropsacitinib a tyk2 jak2 inhibitor. Ok if the Tyk2 pairs with Jak 2 and hence control on iL 23 but jak2 is associated with EPO when paired with itself so concerns here will arise as basically one of the adverse side effects resulting in the Jaki black box warnings.
Will have a look, but not have lap top and hence stuck with poxy little mobile phone and not the enormous amount of saved research data on hand.
Next week l see SP in the region of 35 to 40p.
I may be wrong and what we have is day traders and nor investors as such. Most will sell once a profit of a few per cent is established.
Regards to all
Do you know Salfordred, l think to save money and make good for the share holder.
Equity finance, finance secured and trail can progress.
I think Tim and in the belief that as finance available and progress is made, subsequent drawdown is off set by an increase in SP
Ok, but in the event when shares placed on the market exceeding the demand the SP will fall.
This of course can be manipulated.
Same unfortunately with CTA application.
Strange that they seek independent world class specialists to investigate and trial our drug, but at the same time, finance and specialists knowledge equally important that have tried to resolve them selves. False economy.
We will grow from here.
Regards
It really makes you wonder why on earth the board knowing the amounts of shares owned by LTH chose to go down the road with Riverfort , I suppose we will never get to find out the real reasons.
Wow I calculate that’s over over 6 million shares openly declared in last day or so! Some big hitters!
Billy-Bunter; About 2.4 million, of which about 400,000 are in an ISA.
Me: https://www.youtube.com/watch?v=YBMqWJmMyW4
😂😂😂
Approx half of Billy’s . Been buying every week for months. Hope to substantially increase subj. a price I’m comfortable with and news/ plan of action.
Ps. This did hit 10p … there was one purchase , albeit small . I took a pic but can’t find it atm. Backwards from there.
Pps. My previous post.. i meant hundreds of millions.
I’m waiting for the USA patent and phase2 , then see where we are. My target is only €4 now as a minimum.
GL All.
HBD. Only invest what you can afford to loose.
B.
The last part would be a nice problem to have 😁
This is indeed the quandary, SOG. I will have similar funds available very soon but not sure if I should buy more having already used up this year's ISA allowance, wait to see if there's a further WRAP that will include Halifax customers or just sit tight with what I've already got and stick my money in Premium Bonds/local guitar emporiums.
Difficult to judge as there are so many unknowns -
Will a partner come along to take 1801 through P2 without any cash payment to us and no share dilution but they take a chunky percentage ownership of 1801? We'd then need to raise cash later for 1802 progress.
Will someone license 1801, giving us say, £10m upfront and much larger milestone payments meaning the BoD won't need to raise any more cash for 1802?
Will someone buy 1801 outright and the cash would pay for 1802 development and also allow either some sort of dividend or allow the BoD to buy back some shares in order to cancel them reducing the recent massive dilution?
Knowing my luck we'll get news on P1 the day before the funds hit my bank account and the sp will rocket, rather like running for a train only to see it pulling away!
I am ddep in thought as have circa 30k to put in. Do l buy now on a low?
Do l wait see if further money raise?
Do l go 50 50?
Will buy l think on this dip? If it goes past 32 p then sell 75% of newly acquired
15% drop then increase by 25% on top of the money taken from 75% sell
Need be careful as good news is due and round be better to know how Sareum chose to play the game.
Anyhow, Billy at the top with largest share holder value. In essence we are all in the same game irrespective of the shares we own.
If we all pull in the same direction then we will all be on to a winner.
Recently there has been a a few of the extremely disruptive poster. Started around Aug 6th. Just a few with an agenda that will stir up.
Not all bad for them as we have berks here quite happy to pay for a statue for them.
Regards to all the genuine
Thoth used to have about the largest single holding , looks like Bill is inthe frame at the moment.
Have a decent holding myself but not anywhere near the same proportion as some of the big hitters.
92k. Isa.
About 2.4 million, of which about 400,000 are in an ISA.
Seems most of the company’s shares are held in few hands only, mostly LTHs. Hope this comes good for everyone. With RF almost out, expecting this to settle between 60-75p before any big news. All the best everyone.
Only 22000 for me.....just a small time player...but got my average down to 60p
I’m pretty sure that Aberystwyth holds a damn sight more than me.
If memory serves me right he had about 14m shares pre-consolidation. I’m sure he’ll not have sat on his hands during the WRAP.
I've only got 5000, but on a free ride all profits from here.
Would like £3, if it's ever arrived.