Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I think you maybe on to something there reality, and it looks like pharma are gearing up for covid part 2-
https://www.reuters.com/markets/deals/medical-tech-firm-danaher-buy-abcam-deal-valued-57-bln-2023-08-28/
Personally, I want Sareum to be about Tyk2/Jak1 for auto-immune and cancer as I believe it is better longer-term market but concede if covid part 2 does happen then this and many others will spike.
Sar may even go for the agile thing if its up for grabs now we are clinical stage and have some data from ph1a insofar- pobably best to keep an eye on Novacyt for tell tail signs of it heating up they have risen from 50pish to 77pish over the course of the month since these covid news stories starting appearing.
I see the US has seen a rise in covid cases also detected in Switzerland and South Africa.
I believe Sar advised that if funding was available they would look to also do a covid trial in ph1b. What at folks views on it?
The magy and pumy show is paid distruptive FUD.
BOD have not communicated any bad news insofar and infact have advised ph1a is going well. It's a first in-human clinical trial and ph1a is a vital step to progression- so with that in mind take advantage of the low price because most are.
Remember 1st dosed 6th June, 11wks into ph1a, trial not stopped by the safety committee and Q3 earmarked for dose escalation to part 2 multi-ascending regime.
This period of lows will be seen as a blip in my opinion.
Ph1a is the riskiest part of the trial after that it's validated with a dosage and tolerabilty set for all future patient trials whether it be Psoriasis, RA, Respiratory illnesses like Covid, Asthma etc. Bacterial pneumonia and any other auto-immune illnesses.
This is what it is all about-
Recruitment of participants has been progressing to plan and the trial safety committee will make a decision shortly as to whether the study can progress to Part 2 of the Phase 1a trial, the multiple ascending dose stage. Subject to a positive decision, this is expected to commence in Q3 2023. The safety committee will also establish the maximum dose to move forward into cohort A of Part 2, based on the safety and pharmacokinetic data observed to date in Part 1 (single ascending dose stage). Part 2 will begin in parallel with additional planned dose escalation in Part 1 of the study.
Full safety data from the Phase 1a trial are expected to be available during the first half of 2024
Ignore the noise and wait for the ph1b inflection point.
Many happy returns chaps.
Yes, I sold 38k worth half and have over 39k left- I had no choice it was to fund costs associated with my fathers death- if you care to look at my posting history you moron.
Aah yes, that imaginary 6 figure holding- then constantly s. showers the very people at the helm who got us into clinic by having the tenacity to move forward and dump the MHRA.
Not too long ago you were p.. and s.. on us as we were unable to get to clinic.
But this side of the bio industry it is thriving, loads of interest and we are just beginning. So fud off-
- This is the first approval by the FDA of a medicine based on TYK2, a member of the JAK cell signalling family. Sareum believes it provides clinical validation for this class of therapeutic, and for the broader TYK2/JAK1 signalling family, which underpins Sareum's clinical portfolio.
The Company believes the TYK2/JAK1 signalling pathway which it is pursuing offers potential for superior efficacy compared with agents, such as deucravacitinib, which block just one of the two kinases.
- 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.
Just wait for the ph1b Dr Readers gamechanging stage and ignore the noise.
You must be joking if your even trying to compare Val with Sar.
Firstly we have 2 compounds clinic- Chk1 is proven in combo therapy and 1801 is nailing safety insofar 11wks in.
Secondly and most importantly both 1801 and 1802 are Tyk2/Jak1 pathway which Sareum believe to be superior to Tyk2 Alloesteric.
Tyk2 Allosteric is where all the excitement is about since the Sotyktu FDA validation the first of its kind with no black box warnings (safety- see why 1801 ph1 is so important to the industey now) and Takedas Nimbus $4bn takeover was based on Tyk2.
So val are no where near comparable to Sar- go fud someplace else you moron
Bang on Jon, get to ph1b with solid PK Data and safety profile and the price will look after itself.
Ph1a is the riskiest part of the trial after that it's validated with a dosage and tolerabilty set for all future patient trials whether it be Psoriasis, RA, Respiratory illnesses like Covid, Asthma etc. Bacterial pneumonia and any other auto-immune illnesses/diseases.
The pharma industry wants to see the ph1a data after which the institutions will pile in as soon as we see some efficacy in ph1b in hospital patients.
The Company's lead candidate SDC-1801, which is expected to be a primary catalyst for driving shareholder value.
A live in-human trail, 1st dosed 6th June, 11wks in with no failure and cohort increase should habe been at 6wks- so safety is looking bang on and we expect an announcement from the Safety Committee in Q3 who are in total control of the trial not Sareum.
Some fella probably needed some cash to pay their local massage parlour and brothel.
It's common to see large amounts of sells and buys on AIM it's a traders go to market- what doesn't make sense is when you see 50 to 100k+ buys but the price goes up 1%.
All we need to focus on is this everything else is noise-
From the latest RNS-
- Recruitment of participants has been progressing to plan and the trial safety committee will make a decision shortly as to whether the study can progress to Part 2 of the Phase 1a trial, the multiple ascending dose stage. Subject to a positive decision, this is expected to commence in Q3 2023. The safety committee will also establish the maximum dose to move forward into cohort A of Part 2, based on the safety and pharmacokinetic data (PK Data) observed to date in Part 1 (single ascending dose stage). Part 2 will begin in parallel with additional planned dose escalation in Part 1 of the study.
- Full safety data from the Phase 1a trial are expected to be available during the first half of 2024
"We remain fully focused on bringing SDC-1801 to patients and are encouraged both by the growing commercial momentum around the TYK2/JAK1 space and by the progress of our trial. We look forward to progressing into the next phase of this trial as soon as possible and will update investors accordingly."
So when everyone is loaded up the noise will disappear as we get to the major price inflection point namely ph1b efficacy trials in hospital patients having established a safety and tolerability profile within the PK Data visible to the pharma industry and investors alike. Then we will see why all the fuss is about Tyk2 but we are Tyk2/Jak1 and Saruem believe we are superior.
Sareum updated the figures and provided the proof-
SDC-1801 is a potential treatment for a range of autoimmune diseases and is currently in Phase 1a/b clinical development with an initial focus on psoriasis, a disease affecting more than 125 million people worldwide[1] and with a potential market value of $48 billion.
[1] https://www.psoriasis.org/psoriasis-statistics/