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Down to 10p me thinks
Have we got to wait for the hot money to depart before the next up move can begin? (Are T10s and 20s still a thing?)
At the moment, it feels like every morning without news sees a few more head for the exit. Volume today didnt even reach a million, yet the price was still walked down 1.75p
I think it's top up time tomorrow.
DYOR
Elcap
Hi Blue - not to take anything away from SAR and the SKIL platform, kinase inhibitor libraries are fairly common and I'd imagine all the large pharmas will have their own. I guess the value is in how you utilise it.
Whatever happened to the skil platform? or am I thinking of another company. Was this not consequential at some point?
That's Brilliant SOG. I should have said 1802 well progressed in pre clinical. So if 1801 achieves what we expect in P1a, then we are into P2 with 1801 and 1802. This all could happen this year. Then chk1 in combo. The world could be our oyster, everything crossed as they say.
With regards to value of SDC1801 it will depend on what other Indications it is likely to prove successful in, and this will require to a certain extent PK and biomarker data to give idea of Indications.
Interestingly a competitor as such is being tested in Alzheimers. Baricitinib a Jak1 Jak2 inhibitor.
Drug companies seem desperate in repurposing certain inhibitors.
Regards
No problem with solubility issues with 737.
Aurora +FLT3 had solubility issues with regards to the oral formulation of, not too far away from difficulties with Sareum on SDC compounds.
The SDC compounds difficulties encountered in producing compound in sufficient quantities for clinical trials require comparatively massive amounts as opposed to low levels in preclinical investigational work.
Regards
Correction SDC 1802 should progress to phase2 without the need hor phase 1 trial.
That one is where the money lies.
Regards
Being of a similar but not identical compound ie they are both Tyk2 and Jak1 SDC 1801 should progress to phase 2 trials.
Interestingly SDC1802 has now l believe have further patent protection in the area of auto immune.
Door should be wide open on decent data results.
Regards
His optimism
Don't want to jump the gun Brighty, but say we achieved a licencing deal for 1801 of circa $310m, that I would imagine should bring us close to where we were at the height of 2021 of around 9p pre consolidation. Especially as we have 1802 to put straight into a P1a as I understand that the preclinical would have been covered by 1801. (Correct me if that is not so) Don't want to sound outlandish but would 1802 be able to go straight into P2a as would the safety profile of 1801 in people also apply to 1802. (just wondering) Then there is the no small matter of CHK1 to come through hopefully, a molecule that appears extraordinary are in its applicability. Gunner mentioned flt earlier and who knows what AI technology could achieve in increasing it's solubility. (More conjecture from yours truly I have to admit. Imagine if Thoth was still with us, think the yacht brochures would again be thumbed through. Sad isn't it, we could do with optimism, and humour.
1802 definately needs to get up and running 737 are we going to be strung along again ?
GLA
That's without 1802 and 737, the future could be very bright and not that far away!
GLA
Exactly. $310 Million was the average P2 licencing deal last year. That would keep the lights on for quite a while......!
Good luck, Brighty
Agreed plus if a licencing deal for SDC-1801 is secured for a P2 trial with a major pharma SAR won't need any cash for years. We've all seen the kind of money big pharma pays for partnering small bios. It's often in the tens of millions.
They have 2.5/3M from the placing and Initial RF funding and area awaiting 0.7M Tax Rebate + 100K when RF take up warrants + 27.5% of 500K shares in CompanyX (737) in December + have already spoken about non-dillutive licensing ... so they may be covered without additional funding, especially if either 737 or 1801 get significant deals announced ...
Just thought I would counter the previous message
And there were a lot of unmatched buys early on when the SP was still over 27p
However, if you had been following the RF sells for the past few months, you would be certain that it fits exactly their usual pattern.
There were a lot of late trades on Friday. And they look like buys from the timing and the price. We will never know for sure, but there’s a strong indication this might be a buy as 25.54p was over the bid price since 09:26.
But what do we know?
The quality and reliability of the information we’re allowed to see is terrible.
RF must be close to running out of shares now.
It's an RF sell.
Looks like a buy! :)
Nm
Jeez, this site!
Right at the end of this interview, Tim mentions going shopping for a compound. https://youtu.be/h6zdOkooHzY?si=ngpBi-9TsgQY6it6