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From 2021 covid research RNS-
The results of the project found that SDC-1801 reduced the levels of cytokines associated with Acute Respiratory Distress Syndrome (ARDS) in human lung cells infected with SARS-CoV-2 and demonstrated a profile that was superior to the anti-inflammatory steroid dexamethasone and similar to baricitinib, a JAK1/JAK2 inhibitor.
Subsequent completed in-vivo studies support the initial cellular results and indicate:
· Strong evidence that expression of Type 1 interferons (IFNa and IFNb) is reduced by SDC-1801 treatment in a dose-responsive manner; and that
· Viral loads did not increase after SDC-1801 administration, a potential concern when anti-inflammatory agents are used to dampen down an over-active immune response
A secondary objective, the investigation into whether treatment with SDC-1801 in disease models could protect against bacterial pneumonia following SARS-CoV-2 infection was inconclusive, due to technical shortcomings in the disease model.
Damion, I missed that thank you. That was at around 1:08 I noted at 1:03- Dr Reader mentioning partnering early or late clincial and also advising 1801 could be licenced and used in other indications- he has a suspicion that Jak1/Tyk2 pathway could be used in several different therapeutic areas.
So pretty much what they said later- I think the idea is Sareum just want to prove the Tyk2/Jak1 profile and let the licencee decide what to utilise it for.
It is also interesting that 1802 now gets a US auto-immune patent, because as I mentioned it was 1802 which the US Army used in Lupus and Pfizer used in RA.
.So again these are markets which could be used for 1801 as it has a similar profile to 1802- furthermore, they mentioned if funding is available to do a respiratory trial alongside Psoriasis to investigate things like bacterial pneumonia.
Overall, 1801 and 1802 and their Tyk2/Jak1 pathway is multi-applicable hence why I believe the latest 2 patents which cross over each compound and extent patent life are a calculated move to force a potential takeover.
Sareum are now a clinical stage company and ph1a is a very important step as it shows how safe the capsule is.
It then sets up dosage and tolerance for ph1b and all future clinical trials in hospital patients and otherwise in Psoriasis and any other auto-immune illness a major may want to use it for.
The price will follow suit upon the hitting of ph1a data milestone and ph1b efficacy data which will be a major upward inflection point- that's if a major allows us to finish ph1b as it will increase the value of 1801 exponentially.
As we have seen from Citizens post from yesterday and today the Tyk2/Jak1 pathway is becoming groundbreaking and everyone wants a piece of it- but Dr Reader already knew that hence the last 2 patents which cross over and extend patent life. A masterstroke and waving of the takeover flag.
Gunner, the market and humans by nature are forward thinking. So on that note lets not dwell on the the past and what if...
We are in clinic the RNS states all is well with the trial, the safety committee are in charge of everything so Sar have no influence on it which is a good thing because it stops team FUD from f.. off the BOD.
And again with Chk1 as per RNS cancer research are in the driving seat in regards to the next licence and I don't believe we could have any institution more commendable than them to pick the next company.
Blue, everyone is underwhelmed to puma because he's a t.at who doesn't know squat diddly about Sareum.
You would have to be a complete moron to see todays RNS as anything but positive even the financials show we will have enough to get ph1a done by then we will have dosage and pk data etc for ph1b efficacy to be taken to hospital Psoriasis patients.
In addition the industry and any major will have the data to see whether it is worth licencing to take it on for Psoriasis and have a go getting it to market and have some of that $1bn per month Humira is pulling in or take it into another market where Tyk2/Jak1 is prevelant like RA.
All coming together now- Lupus, 1802 now has a US auto-immune patent.
Glaringly obvious in my opinion that Dr Reader is going for the 1801 cover as well as potentially Lupus esp. as the US Army used 1802 for Lupus studies in addition to Pfizer putting it up against Tofa in RA.
Many happy returns chaps- in my opinion the last 2 patents was the masterstroke and takeover flag is well and truly being waved, let's see how things pan out.
I'm an investor funny if you didn't notice- short term price movement doesn't bother me but serves as an opportunity to top up.
I am only interested in the long term movement which will happen upon reaching ph1b as that is the inflection point because you then have a dosage amount and safety profile to 1. Take into all future trials whether done by the company or out licenced company in hospital patients and 2. The industry get to see how effected efficacy is once the ph1b get into it's 3wk.
Funny, there are many companies that have been taken over based on potential projected profits, forecasts etc.
These are examples of companies with non revenue generating products-
Gilead acquires Forty Seven for $4.9 billion
In March 2020, Gilead agreed to acquire Forty Seven for $4.9bn in cash. Forty Seven’s investigational lead product candidate, magrolimab, is a monoclonal antibody therapy targeting the CD47 protein overexpressed on the surface of many types of cancer cells (i.e. an immunotherapy). At the time of the acquisition announcement, magrolimab was in the middle of a Phase 1b clinical trial.
Merck acquires VelosBio for $2.8 billion
In November 2020, Merck announced that it would be acquiring VelosBio for $2.75bn in cash. At the time, VelosBio’s lead investigational candidate – VLS-101, an antibody-drug conjugate targeting ROR1 – was being evaluated in Phase 1 and Phase 2 clinical trials for the treatment of patients with haematological malignancies and solid tumours, respectively. [The P2 trial had commenced only in October 2020.]
Boehringer Ingelheim acquires NBE Therapeutics for €1.2 billion
In December 2020, Boehringer Ingelheim announced that it would be acquiring NBE-Therapeutics for €1.18bn. NBE-Therapeutics’s lead compound, an antibody-drug conjugate named NBE-002, was in the middle of a Phase 1 clinical trial.
Pfizer acquires Trillium Therapeutics for $2.3 billion
In August 2021, Pfizer agreed to acquire Trillium Therapeutics for $2.26bn in cash. Trillium had two lead candidates – both next-generation, investigational immuno-therapeutics for haematological malignancies – in Phase 1b/2 trials. The target launch date for both drugs (assuming successful clinical development) is 2026.
Also these articles also go hand in hand with the above and show just how possible it is when you are a unqiue company like us with valuable assets-
https://www.toptal.com/finance/valuation/biotech-valuation
https://www.fiercebiotech.com/biotech/spying-devilish-deal-astrazeneca-pays-666-premium-buy-genomic-medicine-biotech
Funny, I am not going to say told you so on the next cohort move as that is inevitable- every pharma has announced as much when going through similar strides.
However, a licencing deal over £$1bn for chk1 or a total takeout for Sareum will likely prompt me to say I told you so- but then the BOD have pretty much geared the company into such a state anyway.
In my opinion the masterstroke was the 1802 US auto-immune patent to cross over and cover 1801 and then the Chinese patent for 1801 sign posting the target market and in turn waving the takeover flag as patents now cross over 10yr coverage in an already in demand Tyk2 market since Sotyktus US approval which was further enriched by the NHS contract and after the $4bn Nimbus Takeda deal.
Those of us who have been here long enough know the score and we are getting there.
And if we are lucky we may even get a total takeout- big pharma have expiring patents Tyk2 is hot hot hot we have 2 well and truly patented up. So a market dominance is in sight for whoever wants to take it we just need to show data and we first dosed on 6th June and recruitment looks like ithas begun for the next cohort. So lets see how things pan out.
Dr Reader has mentioned ph1b to be gamechanging so I have tried to understand why the excitement and here is my take from what has been said in the investormeets-
27:10- Are we being out competed as market is increasingly competitive now- Dr Mitchell advising 2 leading Tyk2 are pure Tyk2 which are allosteric. As we are dual Tyk2/Jak1 we could go down both markets and there is space for us and early clinical data will indicate how competitive we are in Psoriasis but also other auto-immune indications. So plenty of space and not concerned about being over competed and leading product give good validation for Tyk2.
https://m.youtube.com/watch?v=1x1_ktQPLik
4.17- Dr Parker again reiterating that the upfront $4bn Takeda Nimbus Tyk2 deal underscores the great potential of this class. (We are Jak1/Tyk2 and Sareum believe we are superior as per RNS).
30:10- Is there clinical validation on Tyk2/Jak1 approach- Dr Mithell advising yes and of Pfizer who did phase 2 in Psoriasis and Psoriatic Arthritis which was very similar to us and they are also looking at Lupus (remember 1802 was tested successfully by the US Army in Lupus)-
1802 has received a US patent for auto-immune this year.
57:13- Absolutely key we get 1801 into clinic, ph1b will be gamechanging as we will be able to compare against Pfizer and pre-clinically we have shown good safety.
1:03- Dr Reader very much gunning for partnering early or late clincial and also advising 1801 could be licenced and used in other indications- he has a suspicion that Jak1/Tyk2 pathway could be used in several different therapeutic areas.
https://m.youtube.com/watch?v=KJFhOEmaPFw
5.55- Dr Mitchell mentioning the Takeda Nimbus $4bn upfront saying 'it very nicely undescores the commercial potential of these types of inhibitors'. (Sar benchmarking what they potentially want I think).
7.55- Dr Reader reader mentioning Tyk2 and viral bacterial pneumonia, then advising Tyk2/Jak1 has the potential to yield superior efficacy against Tyk2 alone. (It's a biggie all respiratory illness, covid etc.)
8.05- Dr Reader- 'We believe Tyk2/Jak1 are optimal targets for auto-immune diseases'.
So in my opinion getting to ph1b will likely yield a licencing deal as the data will be there for safety and dosage amount will be seen for all future studies.
1802 will then come into play and from what we have been told will go straight into hospital patients- these 2 events are a major upward inflection point for the share price and my guess is it will be above £3 easily.
Now I haven't put Chk1 into the equation but a billion £$ deal is not out of the question as it is the going rate at the present moment for most ph2/3 ready compounds and chk1 has pretty much shown efficacy in combo and standalone to warrant such a deal- it's been a while since it was returned so watch this space and we know how Sareum like to RNS out of the blue.
Many happy returns chaps- those of who have been here long enough
Bobbler, it's called spamming to remove informative posts at best and sealioning at worst. But I did point it out in my post back in March that this type of Fudt.attery would take place as we hit clinic.
On the bright side, it only means we are due news and positive at that hence why this type spam to get a lower entry.
The most staunch investors are sitting pretty and will add if it gets below 90p.
Additionallt most are on free ride so couldn't give a monkeys what you have say as we have seen much worse pre-clincally and we are now in a much stronger and fruitutious period.
Well, I say Bailiff have you turned to the dark side 😉
I did say to you know who when he was spiral spamming that it would be amazing if the price went below 90p as most would swoop up and add to their holdings.
I can't see it going anywhere near 50p as we are in clinic and chk1 as far as we is being negotiated for a mega deal but then this is AIM and stranger things have happened.
I would not be at all surprised if it did and on the other end if we replicate safety in ph1a like we did in invivo again I would not be surprised if we wake up one morning with a share suspension and takeover offer RNS- but as always lets see how things pan out
Bobbler, 1802 was in the Rhu Arthritis poster but like 1801 have the same makeup- 1802 was also trialled by the US Army in Lupus.
Additionally, 1802 has been granted a US patent for auto-immune to go with the cancer patents.
And remember this from Dr Reader-
https://m.youtube.com/watch?v=1x1_ktQPLik
1:03- Dr Reader very much gunning for partnering early or late clincial and also advising 1801 could be licenced and used in other indications- he has a suspicion that Jak1/Tyk2 pathway could be used in several different therapeutic areas.
So they are preping it up in my opinion as safety is nailed on.
Remember the tofa vs our Tyk2 poster- which pfizer funded and we whopped it. I think tofa became toxic at 5mg and we went to 10 or above and showed trace after 30days in RA i.e. cured.
As I was saying to Pum fud- what will happen to the price and his beloved death spiral if 1801 shows parity with invivo i.e. little to no tox and no mtd?
In 3 months we will have a cohort increase if not mtd found or mtd found and ph1b and then another 3 months we will have licenced either 1801 or chk1.
So this equity facility will have gone bye bye as chk1 is worth over 1bn and our BOD advised an allosteric takeda nimbus 4bn deal as underscoring the tyk2 class and we are dual tyk2/jak1 so go figure what price we will be asking for if ph1b shows good efficacy at little to no tox and high mtd.