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The science on so many levels with regards to Sar’s compounds looks good including the promising results relating to Covid. The pertinent question must be why the long wait for news on the Covid angle considering time is of the essence in getting a treatment into clinic. We will know by 1st October what Agile program have decided. If this is negative then the more time that elapses the less likely any interest from big pharma to take this forward as a therapeutic despite all the positive science.
Covid has always been a side play. 2 years ago no one had even heard of it. All genuine LTH’s know that. 6 to 8 months of the year, covid deaths have been (in comparison) relatively low (every death is sad, I’m not saying they aren’t) compared to deaths from every other illness. Of which 40/50/60% of them could be linked to the immune system.
I’m being brutally honest here, part of the year covid deaths per day were probably lower that those dying on the roads. A lot of those on here worrying and panicking bought in at 8p or 9p on the recent unsustainable rise. Now trapped in on a 20% paper loss. Probably a little envious of those here who got in at sub 1p, before covid.
Agile and the government plans for Sareum aren’t our bread and butter. Never have been. Sepsis (1 in 5 deaths worldwide) cancer, autoimmune, lupus, psoriasis, arthritis, potentially dementia et all are our primary targets. 1 in 5 deaths from sepsis alone. Let that sink in.
There’s too many posters on here who only see covid. If someone brutally honest sat down and done some proper calculations, they’d probably realise that covid has killed more people through cancer and autoimmune illness than covid itself. Let alone sepsis.
As we near news on several fronts, we are going to see a lot more covid ‘experts’ turn up and tell us all that if we don’t go down the Agile route, we are all doomed. As some of the other LTH’s here will tell you, it could potentially be a blessing in disguise.
Covid has always been a side play. 2 years ago no one had even heard of it. All genuine LTH’s know that. 6 to 8 months of the year, covid deaths have been (in comparison) relatively low (every death is sad, I’m not saying they aren’t) compared to deaths from every other illness. Of which 40/50/60% of them could be linked to the immune system.
I’m being brutally honest here, part of the year covid deaths per day were probably lower that those dying on the roads. A lot of those on here worrying and panicking bought in at 8p or 9p on the recent unsustainable rise. Now trapped in on a 20% paper loss. Probably a little envious of those here who got in at sub 1p, before covid.
Agile and the government plans for Sareum aren’t our bread and butter. Never have been. Sepsis (1 in 5 deaths worldwide) cancer, autoimmune, lupus, psoriasis, arthritis, potentially dementia et all are our primary targets. 1 in 5 deaths from sepsis alone. Let that sink in.
There’s too many posters on here who only see covid. If someone brutally honest sat down and done some proper calculations, they’d probably realise that covid has killed more people through cancer and autoimmune illness than covid itself. Let alone sepsis.
As we near news on several fronts, we are going to see a lot more covid ‘experts’ turn up and tell us all that if we don’t go down the Agile route, we are all doomed. As some of the other LTH’s here will tell you, it could potentially be a blessing in disguise.
Apologies for the double post
WIP totally agree that there are many other indications that we can hopefully treat with our novel compounds but any drug that can alleviate suffering with Covid ( 4 million deaths worldwide so far) and create value for shareholders would be good for everyone. If it comes to nothing then we have other irons in the fire. Perhaps I’m being impatient but it would be nice to have some indication of where we are. But as everyone says on this bb news can drop anytime.
Completely agree WIP. The Covid side play, although exciting could also be holding us back. I think the board recognised that earlier this year. AGILE is restrictive in where and how we trial 1801. The way I see it is, it could fast track the tox studies but it could also fast track any failure that might be lurking. Remember, it hasn't been tested in humans yet. Just mice and lung tissue. Sareum have to protect the compound and will need to control the trials in a way that doesn't jeopardise the immune side of 1801. If we can't do that in Agile, the we 100% should not go down that route.
Thanks gents - also, regarding dementia and the possibility of treating it, the number of sufferers is expected to triple by 2050, from 50 million to over 150 million.
Still intrigued by Stephen Parkers tweet a few weeks ago “into the lab” (or similar) and wonder what he was referring to!
Hi All - IMHO the announcement of the chosen indication for SDC-1801 will be the most significant news in SAR’s history as it will set the final roadmap for business. I’m excited by this and looking forward to it so much. It’s been an incredible journey to see our development.
The CTA is literally ‘round the corner’ and is the reason our HNWI’s joined the party. The clinical trial plans will be in the final stages with trial locations and hospitals being selected.
GLA
Hi Stoney - totally agree with your post .... exciting times ... every morning I'm looking for that RNS
Yep agree stoney. Very exciting times. This respiratory indication that has been patented for and awaiting info is something I believe they discovered whe covid19 was rampant. The hwwi are in for in for a reason.
Am wondering if Walmseys new issues with Bluebell Capital, as well as her ongoing problems with Elliott Financial are because they know that lil’ old Sareum have a drug due to hit clinical trials that could well mean there is not much call for ongoing asthma and respiratory treatments
Now there’s a thought. And, a goldmine and a half
GLA
Good point made by WIP. There's more on this topic today at Endpoints
https://endpts.com/the-fire-under-glaxosmithklines-emma-walmsley-grows-as-another-well-known-activist-investor-grabs-its-pitchfork-report/
The article supports the various points made by many on here about the billions spent on acquisitions (and R&D) in the pharmaceutical sector. Elliott and Bluebell ruffling GSK's feathers about its pipeline can only be good for us.
Transformational news from Sareum can't be that far off now. Good luck. Brighty
Interesting you state for Covid 19. I m looking at Covid 19 or not, the discussions would be for the later prerequisites informal discussions in place for formal offers to be made. Outside of Covid 19 our immuno potential treatment is nigh unlimited.
Sareums objective is to on license 1801 at end of preclinical stage. Delays have happened, it is inevitable due to Covid. we have 1802 also.
For a large company to be involved in an on license, that company it deals with must have a sound financial holding. We have been circa 200 million for a few months. We have raised closed to 5 million so in effect have no financial problems in immediate future.
Discussions would be ongoing. Sooner or later an offer will be made for subject to certain milestones being reached,
With regards 737 and a recent increase in SP, movement of Momoletonib may well be coming up up license. They will owe Gilead millions in royalties but should at least then allow forward development of 737 then allowing I would guess a circa 3 to 5p increase in Sareum SP.
The Science will speak for itself, Sareum will be on the radar of that we can be sure. Not expecting much news on Gilead for a couple of moths but may be wrong
Regards
Sadoldgit. It is our moment.
1. Amgen. Bought otezla for 12bn for psoriasis being questioned last week in earnings call on the tyk2 threat.
2. Gsk patent expiries in immune next 2 to 6 years
3. Astra has revived azd1775 which we are proven 737 synergises with preclinical (and 737 is the only chk1 still in the game)
4. Nimbus tyk2 bogged downin legals for a few years.
5. J&j niraparib combo trial approved but didnt start.
6. Pd1 combos (merck keytruda but a few others too) competition hotting up and needing novel combos to differentiate.
7. Gilead. Remdesivir covid franchise will be under pressure as its not that good.
8. Big momey charities (gates and wellcome) proven track record of funding sepsis companies.
You couldnt ask for a better list of suitors who are fully aware of us. Have the money. And the strategic rationale to buy. Im just waiting.