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Yes Hot, he did for 1801 as 1802 didn't exist at the time I believe he was referring to a Abbvie deal of similar amount earlier that year. But the market as you know has changed exponentially since then with billions commonplace and Sar BOD have already said Takeda Nimbus $4bn undervalues Tyk2-
"This week we have seen evidence of the continued commercial interest in the TYK2 class following the announcement by Takeda of plans to acquire Nimbus Lakshmi Inc., a unit of Nimbus Therapeutics for an upfront consideration of US$4 billion. We believe this underscores the great potential of this class".
Well Potnak, here are the indications we have listed for patents on 1802 buy of course it can go into other indications too-
- The Euro patent grant-
The patent will come into effect on 4 May 2022.
The patent (EPO Patent no. EP3528806) will protect the SDC-1802 molecule and pharmaceutical preparations thereof as a therapeutic to treat T-cell acute lymphoblastic leukaemia (T-ALL - a cancer of a particular type of white blood cell called a T lymphocyte) and other cancers that are dependent on TYK2 kinase for survival. This programme is in preclinical development".
- The US patent grant in 2021-
The patent (US 11,154,539) will grant on 26 October 2021 and will protect the SDC-1802 molecule and pharmaceutical preparations thereof as a therapeutic to treat cancer selected from pancreatic, colorectal and kidney cancers, melanoma, and B-cell lymphoma by inhibiting TYK2 kinase.
And we have also received an auto-immune patent this year for 1802 as well so backup to 1801 should things go pear shaped.
'They also noted that the results could influence treatments of other autoimmune diseases such as arthritis and psoriasis'.
That was July 2020 we now have 1801 which has a similar makeup to 1802 in Psoriasis ph1a. Also they said this at the half yearly investor meet re.1802-
'1802 translation studies are in progress and done some short term acute tox studies already all of which were fine. Manufacture will be in line with 1801 proces'
Ask the SRI and the US Army, they took 1802 and funded the Lupus research-
These studies were supported by a research grant from the US Department of Defense (DoD) and the report was recently published on the website of the Defense Technical Information Center (https://apps.dtic.mil/sti/citations/AD1087498).
The authors concluded that an approach using selective TYK2/JAK1 inhibitors may lead to the development of a therapy for lupus that does not involve the harmful side effects of systemic immune system suppression and may benefit numerous lupus patients in need of new options. They also noted that the results could influence treatments of other autoimmune diseases such as arthritis and psoriasis.
Specifically, it was reported that treatment with TYK2/JAK1 inhibitor SAR-20351 (now known as SDC-1802) reduces autoantibodies (biological markers of lupus severity) in a spontaneous mouse model of SLE. The data also provided evidence that SAR-20351 inhibits cytokines that play a critical role in lupus, including interferon-alpha, IL-6 and IL-23. The inhibition of IL-23 signalling by SAR-20351 may play a role in the decrease of autoantibodies in the lupus mouse model, as IL-23 signalling drives the differentiation of Th17 cells, which leads to autoantibody production and are pathogenic in lupus.
You can say that again Sad, this how we expect to and are benching safety-
The SDC-1801 dose to be administered will be decided by the Safety Review Committee (SRC) based upon the SDC-1801 pharmacokinetic (PK) and safety profiles observed in Part 1 of the study. The dose that is selected for Part 3 of the study will have been demonstrated to be well tolerated, and the exposure at that dose would not have exceeded that seen at the no-observed-adverse-effect-level (NOAEL) (in the most sensitive toxicology species, the dog) in Part 1 of the study.
As you say so far so good- roll on ph1a data
Around 2011 can't find the RNS though-
An in-vivo study of Sareum's Aurora+FLT3 Kinase programme, targeting the most common form of adult leukaemia, showed that the leukaemia had regressed to such an extent that no detectable cancer could be found in any of the cases treated - ten in total.Â
By comparison, leukaemia increased five to fifteen fold in the study examples treated without Sareum's compound. Â
Price went to nearly 5p from up 1p I believe on the back of it.
Aye pummy because your much more brighter than everyone else. Still waiting for the death crossy spirally thinga majig-
THEPUMA
Posts:Â 532
Price:Â 80.00
No Opinion
RE: RNS. Director buys.5 Sep 2023 10:06
Ahfam
I reckon 50p in 1-2 months, 30p in 2-3 months, 20p in 3-4 months.
But it’s not an exact science.
Tick tock, tick tock- t...t
Excellent insight Sad and the reason why so many hold at present. Not many small bios can take 100% compounds into clinic let alone at speed of which we have gone through safety insofar.
Ph1a normally takes a year but we started in June and are looking to finalise around Q1 2024 due to moving onto the multi-ascending study after 3 cohorts out of 6 on the go ahead from the safety committee who are controlling everything.
Safety profile looks excellent insofar.
Aye spank, and it is true. Any licence deal will have doubled from pre-clinical esp. now that we are doing a dual ph1a and they confirmed in early pk finding that 1801 can be given to patients not healthy volunteers as once daily capsule. And if we see any early efficacy signals in ph1b then £7-10 is achieveble as tyk2 /jak1 is billed as being superior to tyk2 alone.
Sotyktu have got FDA authorisation for a pure Tyk2 and the Nimbus Takeda $4bn was again for a pure Tyk2.
And yes I believed we would re-rate- What I or anyone else for that matter didn't expect was the consolidation and the effects of it afterwards, also the MHRA handling of us and everyone else.
The only thing that defines us at present and what the majors want to see-
We will get to ph1b for sure no doubt about it as we have been told thst patients not volunteers can take 1801 in capsule form in the pk findings-
Of particular importance are the pharmacokinetics findings demonstrating that patients will be able to receive SDC-1801 orally once daily. During this next phase of the study, we expect valuable biomarker data to be generated, that will be available upon completion of this part of the trial.
If the ph1b trial shows medium to strong early efficacy this will be £7-10 in a shot as world leader in Psoriasis is Humira intravenous (injection) and has s.it loads of issue but still pulling in $1bn per month- 1801 will be capsule and does away with the idea one has to go to hospital for treatment for starters.
It will also strengthen the Tyk2 Jak1 pathway for safety and efficacy and in turn will validate somewhat the 1802 compunds in immuno-oncology but don't forget 1802 also has a new US auto-immune patent.
Ffs surfie, where is my 20p death spirally crossing price- 55 or 50p is not good enough. I need you maggy, pummy and co to make it happen now crack on will ya.
I think the t..ts forget the money is being used to progress us to ph1b which is as Dr Reader described gamechanging.
So let the noise continue and like Sad I will be topping up whenever possible- be greedy when those are fearful someone said.
Nothing in the science has changed still in clinic, food effects stage, still doing a dual ph1a trial, been told 1801 in capsule form can be given as once daily treatment to patience and most importantly the safety committee who are controlling everything have not stopped the trial.
But surfie between me and you don't tell anyone but we're using capsules full of vimto and gin.
Kool- if we were going to fail we would have a long time ago say around 2017/18 when we were less then a penny and no where near clinic, no 1802 and chk1 had just been licenced to Pronai. Most AIM stocks do not last more than 5yrs if they are duds we have been here over 15yrs and substantially more progressive then 2017/18.
Gunner, I would say we are worth more as we have hit key milestones of-
-Getting into clinic with a 100% molecule,
- Doing a multi-ascending trial after just 3 out 5 cohorts; and
- Now doing the food effects study.
- Also RNS stating pk finding demonstrate 1801 can be given to patients orally once daily, meaning the capsule is good to go into ph1b. (This also means we can formulate 1802 into a capsule as has the same chemical makeup).
And remember the safety committee are controlling everything from patients, dosage to timelines, Sareum are just reporting.
So I understand everyones concerned views but we simply have to let the science do the talking we are after all a biopharma. The price will catch up on the inflection points one them being ph1b and any efficacy data.
I see very little negatives bar the price but it is what it is until news lands.
Kool, you weren't convinced when we were pre-clinical either remember this-
Ahfam3
Posted in:Â SAR
Posts:Â 3,416
Price:Â 97.50
No Opinion
RE: Wow16 Mar 2023 20:03
Nah Kool, it's precursor to Sealioning (uber c..womble types but worse). And as we get closer to and get to clinic and transform into a clinical stage company it will get worse.
Then as we go through ph1a, b, 2 etc. and progress through different cohorts etc. more of your type will turn up under the false pretence of balanced, reasoned debate etc, then claiming victimisation when your called out and so forth.
It's a long-term thing most are not invested and working for people or entities to short, lower entry etc. AIM is full of them and I have seen it for years on other shares boards for over 5yrs+.
Toodle pip for now.
And we all know what Sareum thinks of Tyk2-
This week we have seen evidence of the continued commercial interest in the TYK2 class following the announcement by Takeda of plans to acquire Nimbus Lakshmi Inc., a unit of Nimbus Therapeutics for an upfront consideration of US$4 billion. We believe this underscores the great potential of this class.
That Takeda deal is actually worth $6bn as it includes $2bn in sales milestones.
I also refer you to this article-
https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-deals-outlook.html
"We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot"
The Takeda Nimbus deal has set the benchmark for Tyk2 in my opinion but we are Tyk2/Jak1 and our BOD believe this to be superior.
Kool, it is the norm now.
https://www.fiercepharma.com/pharma/patient-cliffs-divestitures-and-biotechs-maturing-its-prime-time-ma-analysts
During second quarter earnings calls, many heavy-hitters—including Johnson & Johnson, Bristol Myers Squibb and Merck—expressed urgency in their quest for deals. With so many buyers in competition, sellers are finding offers that are more attractive.
“There’s been such a consistent pick up in momentum in anything above a billion [dollars]," Cody Powers, principal at ZS, said in an interview. "I think we’re back on the gravy train of where we were a couple of years ago in terms of premiums."
We just need to get to ph1b and show some efficacy in Psoriasis-
Psoriasis is an autoimmune dermatological condition affecting more than 125 million adults worldwide, with a market size for potential treatments estimated to be worth US$27.0 billion. Sareum believes that TYK2/JAK1 inhibition offers the potential for increased efficacy in psoriasis, compared with existing approved therapies.