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Bout 4 more buys should see us up 7%, :p
well they did the same iin other direction yesterday
Well they have just given us 3%
heres hopefully to a blue day
SP and Warty on the move again - really good.
Good buying so far in spite of MMs keeping headline spread as wide as they can
I they anchoring the bid on 33p, dont think it will hold though
The anchor has snapped
Weird goings on - no sells/no buys and dummy sell shows no deal available. Something definitely going on. No RNS. Anybody any suggestions?
Lazarus2, it is indeed unusually quiet on here today in terms of trades and discussion. Hopefully the RNS is being uploaded for release and those in the know are actually going to give us the good news! GLA!!
It is amusing how when the MMs need some shares they drop the price to make some people panic sell and then put it back up again. Sneaky little buggers. Gla x
I agree. Just a feeling that something good is brewing but absolutely no evidence to support that feeling!
The bod have previously indicated that the impending results expect to be satisfactory so there should be some buying momentum here in anticipation.
Considering the lowly SP a triple digit increase could be on the cards imo once the news is hot off the press.
A revised broker note at that point would help the cause.
All to play for over the next 6 weeks.
Why would we see a triple digit increase if the news confirms what the BOD have already said?
I'd love to see one, but I can't see it happening. BOD say results expected to be satisfactory. Confirmation they're satisfactory will move things a bit, but the bulk of that news must already be priced in.
That is a very simplistic view Daniel. Firstly, the BoD “expect” so not confirmed at all. Secondly, confirmation will come from the Safety Review Committee in Oz and is independent verification. The analysis of the data may also provide a lot more insight into what we have. Thirdly, we would have successfully negotiated a trial and will attract the attention of bigger players. Finally, it is the end of the working week in Oz tonight and another week passes with no adverse news. I would think there will be a lot of interest in the permutations that open up for Sareum in the coming months
Disagree, i dont think anything is priced in, quite simply the SP isnt being shackled by RF anymore
Honestly, the first few weeks to months of this trial were sweaty af. I hazard a guess we are well past the point of adverse news.
In effect there exists 2 areas of news here.
Firstly we have satisfactory safety data allowing SDC1801 to progress to further/later stage trials.
Secondly, we can have detailed feedback on how good the safety data is.
Example 1, Drug has exhibited minimal serious adverse events at doses received in healthy patients. Drug considered satisfactory to progress to later stage of trial.
Example2. Drug administered to healthy volunteers exhibited no Indications of any serious adverse events up to the maximum dose authorised by the trial. Drug considered satisfactory to progress to later stage.
There exists a trade off, as dosing increases so does the risk of adverse events increase.
In the first example to achieve a therapeutically effective dose, the dose when significantly increased is likely to exhibit a significant number of events that prevent dosaging at this level.
This most likely to materialise in phase2 studies where around 2 out of 3 drugs statistically fail.
The 2nd example that gave no indication of any adverse events, can and may have a therapeutic dose increased to give an acceptable level of efficacy with little to no detriment with regards to adverse events.
You should be able to see the advantages of the 2nd example.
In addition there will be if course biomarker and other data indicating areas most likely to benefit from SDC1801. Also a knock on effect as to likelihood of a satisfactory out come on SDC1802.
We may prove highly favourable in SLE where others have failed dismally
'250 Pages Report] The systemic lupus erythematosus (SLE) drugs market is projected to record a CAGR of 5% during the forecast period, up from US$ 183.3 Billion in 2020, to reach a valuation of US$ 329.18 Billion by 2032.'
I will add that Small molecule kinase inhibitors in this area are very seriously being investigated.
Regards
I'm rather hoping the efficient Oz safety committee can deliver (at least some preliminary data), before Sareum head to Bio 24 on June 3rd.
What a fantastic audience for a positive trial result.
However, my hopes usually get incinerated on the pyre known as AIM.
🤪
Thoughts on MAD timelines Sog If working on 32 weeks for the 4 cohorts that would of been before 15th April coming up 6 + weeks over unless they pulled in a 5th cohort or finances delayed things in oz...
Badsterman, Sareum have always been watertight with regards to leaking information.
We now have other entities involved.
Sareum will be up to date with progress but cannot realistically release any info until full data analysis is completed by the clinical trial organisation and compliance with regulatory control.
If not good then we are indeed well and truly screwed.
Not overly sure how long monitoring of clinical trial patients go on for after cessation of dosage.
Link below regards to trial in Oz. Posted by HbD before l believe.
https://anzctr.org.au/Trial/Registration/TrialReview.aspx?ACTRN=12623000416695
Reading through the attachment - last enrolment is 7th MY and last data collection is 4th June so she will be a need to conclude and review before and results, I would have though this would take a few weeks before any valuation, with a following wind end of June 24.
A RNS to confirm that data collection has completed would be nice, that would help move the SP in the right direction.