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BoilB - same question as Stoney! (I think)?!?
Am I correct that you emailed the GSK directors and our (SAR’s) Tim Mitchell replied?
Hi Boil - hope all is well, can you elaborate on your post below with a little context? What did you ask in the email, who was it sent to and who replied? You say Tim, is that our Tim?
Cheers
Brighty1, think they already have, I emailed GSK (directorships) last year, and Timbo replied!!
Yep, Timbo replied, we are more than capable..... Which I'm sure if a few others had emailed them, would have had the same kinda response?? ;)
Anyone...
good things come to those that wait, patience is the key, followed by biochemistry ;)
Thanks brightly - again, the timing is interesting. A lot started happening last June!
We also know that GSK has an urgent requirement to address its pipeline. Some on here will recall that GSK has patents worth up to £10billion per annum that are due to expire in the next decade. That is a big pipeline to fill, if true. i.e. We should not be discounting GSK for licencing or an outright takeover.
The GSK update in June 2021 made very interesting reading for Sareum investors:
• Strategic focus to prevent and treat disease, with R&D leveraging science of the immune system, human genetics and advanced technologies = Tick for Sareum M&A / licencing
• The company is focused across four core therapeutic areas (TAs): Infectious Diseases, HIV, Oncology and Immunology/Respiratory. In addition, New GSK will remain open to opportunities outside these core TAs where there are scale opportunities rooted in immune science and genetic validation = Tick for Sareum M&A / licencing
• Capturing the increasing opportunities now seen across the prevention and treatment of disease offers significant scientific and commercial opportunities for New GSK. At the heart of this is the company's R&D focus on the science of the immune system, human genetics and advanced technologies; and its world-leading capabilities in vaccine and pharmaceutical development = Tick for Sareum M&A / licencing
In a nutshell, I agree, it is nearly time for the Ex-GSK team at Sareum to go back to the GSK mothership with a huge takeover or licencing deal.
Good luck, Brighty
So the connection is explained in T2’s thread titled “dull but relevant”
Sareum have a long history with Galapagos. And have (had) a similar pipeline.
Probably still looking for the connection SCH.
Totally get the dotted line to Gilead though
Apologies - I meant Gilead, not Merck!
As nobody corrected me, I guess that the dotted line isn’t widely understood?
https://www.glpg.com/major-shareholders
Also Harry Finch on Scientific Advisory Board spent 24 years with them - was head of R&D.
P..S. Lazarus - yes Tim Mitchell worked at GSK for nine years.
Plus a huge dotted line into Merck
Without a doubt! I think our BoD have past connections with GSK.
‘course they’re aware!
Sar being mentioned alongside GSK and you had some here saying that maybe the big pharmas are not even aware of who Sar is...
Interesting thought Lazarus!
It may happen the other way round - the consumer division is receiving interest in the region of 50Bn from Unilever so the pharma division could be seriously cash rich. However I think this may be too slow behind other developments for SAR.
We will see!
Hxxx
Good find,
I still favour a deal of sorts with GSK. What with them spinning off their R&D dept into a new business, a merger or a deal with the newly formed company would suit Sareum down to the ground.
just a speculative thought (again)
Stunning.
SAR a “competitor” to GSK and $4.30 SP !
There’s no such thing as bad publicity :)
Hxxx
So if Warren has put $800m inti GSK, and one of his HNW pals has lobbed a wad into SAR, are we expecting the Flood Gates (pardon the expression) to open anytime soon?
Excellent find
These companies are all part of the "drug manufacturers - major" industry.
Well well well, nice to see our little Sareum on their list ;)
https://www.marketbeat.com/stocks/LON/GSK/competitors-and-alternatives/