focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Oracle, Leggster your bang on- Majy one of many more to come. This was my post not so long ago when we were being attacked for believing we would become a clinical stage company-
Ahfam3
Posted in:聽SAR
Posts:聽3,416
Price:聽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 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+.
https://en.m.wikipedia.org/wiki/Sealioning#:~:text=Use%20of%20the%20term%20originates,following%20the%20characters%20into%20the
And any R&D costs-
Australia offers state-of-the-art research facilities and an efficient approval process, making it an attractive location for research and development. Moreover, the country provides significant tax incentives for companies that conduct their research there, allowing them to claim up to 43.5% of their eligible R&D expenditure as a cash payment. As such, Sareum has established the required local presence by setting up a legal entity in Australia.
Most here are long-termers so short term price yoyo is inevitable with or without this facility until we get the ph1b efficacy go ahead.
Ph1a is safety and we forst dosed on 6th June so we are over the part 1 6wk turnaround without the safety committe who are in charge of everything stopping the trial- so we are due next cohort and safety looks as predicted by many here good.
Once we hit ph1b described by Dr Reader as gamechanging then the price will respond accordingly upwards as we will be dosing patients in hospital- different ball game to where we are now.
So Maj- do one
The Company's lead candidate, SDC-1801, simultaneously inhibits the TYK2 and JAK1 signalling pathways. 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.
The amount of people and value has been updated on todays RNS. Maybe something to do with the Chinese patent hey. 馃槈
I see 馃惗馃挬馃Ψ winnifriths spawn are here as usual. I may comment properly later- but no bad news and remember this.
Australia offers state-of-the-art research facilities and an efficient approval process, making it an attractive location for research and development. Moreover, the country provides significant tax incentives for companies that conduct their research there, allowing them to claim up to 43.5% of their eligible R&D expenditure as a cash payment. As such, Sareum has established the required local presence by setting up a legal entity in Australia.
We're clinical stage with a 100% owned capsule gunning for a condition affecting more than 60 million adults worldwide, with a market size for potential treatments estimated to be worth more than US$30 billion.
So having cash to progress it through ph1b as mentioned by Dr Reader as gamechanging is no bad thing.
Silver, other boards have been discussing this as well and most are dubious about it's potential-
AOH1996: https://en.wikipedia.org/wiki/AOH1996
Trial details: https://classic.clinicaltrials.gov/ct2/show/NCT05227326?term=AOH1996&draw=2&rank=1
From the Sky News item: "The new drug has been in development for 20 years, and is now undergoing pre-clinical research in the US." Sky News probably not the most respected peer-review news service. 馃
Our Chk1 is far more advanced to be honest- ph2/3 ready from the website.
Very well Andy thank you, just waiting for the next piece of news which I'm confident will be positive. Uber positive about not having any bad news on 1801 since 6th June first dose and 2 new patents esp. China one for 1801 big hint for target market since we are trialling in Aus.
No doubt Sareum will be looking with interest at those results esp. for 1802 seen as we have now been granted this patent-
'The United States Patent and Trademark Office (USPTO) has formally granted patent number US 11,673,870 B2 specifically covering the treatment of autoimmune disorders with SDC-1802 and several analogues. While Sareum has previously secured international patents providing comprehensive protection for the compound SDC-1802, this patent extends its scope in the US beyond immuno-oncology'.
And this US Army research update for 1802-
'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'.
Dr Reader seems ahead game 1802 gunning for Cancer but also a backup for auto-immune.
Well we first dosed on 6th June so 8wks tomorrow. Bad news i.e. trial stopped or good news move to next cohort should have been in my now.
So we are back to speculating what the fudge is happening- contendors are chk1 licence but that shouldn't really stop them announcing cohort increase on 1801, 1801 licence (chk1 was similar timeline i.e. dose intention then licence a couple of months later) or full on takeover.
For info. purposes- 26 May 2016 we got notified trials were to open at Royal Marsden for Chk1 on 31 May. Then on 27 Sept 2017 we got the Pronai licencing deal.
Saruem mentioning 1801 being superior-
From Half Yearly RNS-
Sareum has submitted an application to conduct a Phase 1 clinical trial of SDC-1801 in Australia, and pending regulatory approval, we hope to begin dosing as soon as possible in 2023.
Our preclinical findings and the growing commercial and scientific momentum building around the TYK2/JAK1 class, support our continued excitement about the potential for SDC-1801 to be a superior option to approved oral therapies for the treatment of autoimmune diseases.
Too right Basser, you know Tyk2 is going to be hot ho hot when the FDA approved Sotyktu despite black box warnings and as soon as that approval happened some majors stated that they would look at their pipelines to look for or buy Tyk2 assets to progress.
But remember Sareum believe we are superior as not Allosteric and also dual Tyk2 Jak1-
From the SOTYKTU RNS-
"We're encouraged that the FDA has approved Sotyktu (deucravacitinib)," said Tim Mitchell, CEO of Sareum. "We believe this validates the potential of this new therapeutic class and supports our own growing confidence around our lead programme and our broader portfolio of TYK2/JAK1 inhibitors
"TYK2/JAK1 inhibition has demonstrated benefits in maintaining a healthy immune system and has strong clinical validation in psoriasis and psoriatic arthritis.
And we are well placed to take advantage-
AGM- https://m.youtube.com/watch?v=1x1_ktQPLik
1:05- We have transformative products both for patients and financial- very confident these could be taken up by majors with very meaningful commercial discussions to be had regarding them. Product portfolio is already attractive and will become moreso as we succeed in getting into the clinic.
Steve I somewhat disagree, this is what Sareum put in the 2018 finals RNS- I would say having capsule and being in clinic has somewhat derisked us substantially since then not to mention the patents we have gained since then as well-
Sareum believes SDC-1801 represents a strong candidate entering an area of increasing industry interest with substantial clinical validation. The Company's view has been formed based on the progress of molecules in clinical development by Bristol-Myers Squibb (BMS-986165; TYK2 inhibitor) and Pfizer (PF-06700841; TYK2/JAK1 inhibitor) in psoriasis and other autoimmune diseases, which has been promising but also shown signals that suggest there is an opportunity for a molecule with best-in-class properties.
Furthermore, several licensing deals for preclinical and clinical-stage assets have been completed recently in the sector with highly attractive economic terms, such as:
路 TD-1473 (a pan-JAK inhibitor) - licensed by Janssen from Theravance (2018) at the end of Phase 1 studies for $100M cash up-front, up to $900M in milestone payments, plus royalties*
路 Filgotinib (JAK1 inhibitor) - licensed by Gilead from Galapagos (2015) at the end of Phase 2 trials for $300M cash and $425M equity investment up-front, up to $1,350M in milestone payments, plus 20%+ royalties*
路 Undisclosed TYK2 inhibitor (plus other assets) - Celgene formed an alliance with Nimbus Therapeutics (2017) in preclinical stage for undisclosed up-front and milestone payments
Approved products targeting the JAK family with blockbuster sales potential, despite warnings based on side effects related to JAK2/JAK3 activity, include:
路 Xeljanz庐 tofacitinib (Pfizer) (JAK1/JAK3 inhibitor) - approved for rheumatoid and psoriatic arthritis and ulcerative colitis, with 2017 sales of $1.35Bn*, despite black box warnings for serious infections and lymphoma
路 Olumiant庐 baricitinib (Eli Lilly) (JAK1/JAK2 inhibitor) - approved from rheumatoid arthritis, with expected peak sales of approximately $1Bn*, but with black box warnings for serious infections, lymphoma and thrombosis
路 Jakafi庐 ruxolitinib (Incyte/Novartis) - approved for myelofibrosis and polycythemia vera (a type of blood cancer) with 2017 sales of $1.1Bn* despite warnings of infections and blood cell counts
The scale of the deals and sales delivered/forecast for these candidates and products targeting TYK2 and related JAK family members gives Sareum confidence in the exciting, high value market opportunity for SDC-1801.
*Sources include company information and analyst consensus as reported in BioWorld "FDA approves Lilly and Incyte's baricitinib for second-line