Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
I've been shouting about the expiring patents for a long time now. Thank you Citizen for further highlighting this with the 2 new patents to add to the existing ones as Sad states it's just a matter of time. Dr Reader has it all sussed out as per this investor video.
Investor meet-
https://m.youtube.com/watch?v=9rdfSpPecuw
21m56- They speak to a number of interested parties which are ongoing.
28m40- discussing ph1a, capsule, covid and other diseases.
33min20- mentioning when to deal up.
37mins- Dr Reader our genius mentioning patents, little tricks to extend patent lifetime, clock starts ticking again when they file them and he has a strategy in place for it- bad news for the majors.
In my opinion Sareum with Dr Mike Owen on board know exactly how to maximise value. It is no fluke they picked Aus for 1801 trials and applied for specific Chinese patent knowing as I believe Potnak pointed out Aus having a favourable route to the said market.
Many happy returns chaps.
Last week I posted these 2 links to show it was possible for Sar to be bought out or licenced for multiples of what it is today based on forecasting values which companies do-
https://www.toptal.com/finance/valuation/biotech-valuation
https://www.fiercebiotech.com/biotech/spying-devilish-deal-astrazeneca-pays-666-premium-buy-genomic-medicine-biotech
So here's another one, I know it's a different market but goes to show if a company wants to dominate for the forseeable what they are willing to pay against actual valuation-
https://news.adobe.com/news/news-details/2022/Adobe-to-Acquire-Figma/default.aspx
"Figma has a total addressable market of $16.5 billion by 2025. The company is expected to add approximately $200 million in net new ARR this year, surpassing $400 million in total ARR exiting 2022".
They are currently valued at 400m but looking to get took out at 20bn. Sounds crazy but Adobe want to corner the market for the forseeable- imagine what Abbvie could pay if 1801 once daily capsule hits ph2 with little to no tox and high mtd (thoughts welcome).
Forty Seven (‘47’) was founded in 2015.
In October 2019, 47 traded at $6 per share.
Magrolimab was 47’s monoclonal antibody. I.e. A type of protein that is made in the lab and can bind to certain targets in the body, such as antigens on the surface of cancer cells.
There is an urgent need for new, transformative medicines for myelodysplastic syndrome (MDS) and acute myeloid leukemia (AML).
47’s investigational therapy targets CD47, a “do not eat me” signal that allows cancer cells to avoid destruction thereby permitting the patient’s own innate immune system to engulf and eradicate those cancer cells.
In December 2019, 47 presented promising results from their Phase 1b study of magrolimab in patients with MDS and AML at the American Society of Hematology meeting.
At the time Magrolimab had been granted Fast Track designation by the FDA for the treatment of MDS and AML.
As of the data cutoff of November 18, 2019, 62 patients had been treated with in the Phase 1b portion of the trial, including 35 patients with MDS and 27 patients with AML.
46 patients were evaluable for response assessment, including 24 patients with untreated higher-risk MDS and 22 patients with untreated AML, who were ineligible for induction chemotherapy.
In higher-risk MDS, the overall response rate (ORR) was 92 percent, with 12 patients (50 percent) achieving a complete response (CR), eight patients (33 percent) achieving a marrow CR and two patients (8 percent) achieving hematologic improvement. Two patients (8 percent) had stable disease.
In untreated AML, the ORR was 64 percent, with nine patients (41 percent) achieving a CR, three patients (14 percent) achieving a CR with complete blood count recovery (CRi) and one patient (5 percent) achieving a morphologic leukemia-free state (MLFS). Seven patients (32 percent) had stable disease and one patient (5 percent) had progressive disease.
The median time to response among MDS and AML patients treated with the combination was 1.9 months.
Median duration of response and median overall survival have not been reached for either MDS or AML patients, with a median follow-up of 6.4 months (range 2.0 to 14.4 months) for MDS and 8.8 months (range 1.9 to 16.9 months) for AML.
I.E. this data demonstrated 47 had gone *part way* to validating an immune invasion response.
This data took 47 from $15 > $40 in 2 weeks.
Gilead paid $95 in Mar 2020, 3.5m after the data was released.
That equated to $4.9Bn.
5 months to move: $6>$95
As always lets see how things pan out.
Speak for yourself Gunner, I have every intention of adding to my holding as I am sure others will. Once we get to ph1b and show some efficacy you'll see some serious investment or takeout.
I will post the story of 47 as an example which is more in line with 1802 as cancer but 1801 will be once daily capsule and market leader is Humira which is intravenous (injection) pulling in $1bn per month with s.it loads of issues.
The BOD on our 1801 (from the horses mouth so to speak). We could challenge Sotyktu and other solely Tyk2 drugs as well as open up shop in Tyk2/Jak1 market.
https://m.youtube.com/watch?v=1x1_ktQPLik (AGM)
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.
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 and we got a new patent auto-immune patent for it to add to the cancer patents).
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.
https://m.youtube.com/watch?v=KJFhOEmaPFw (mid year)-
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'.
Also advising Jak2 and Jak3 have lead to unwanted side affects in some patients.
25.00- Ph1b could be bought back to UK or Europe for other disease areas also but not the plan but don't want to close any doors.
Let's see how it all pans out.
They can have it lower most will just add to their holdings. Remember Sotyktu has just got NHS approval and the media is getting excited about it, our 1801 has no tox issues or mtd insofar and has received further patent protection targeting China- amd Sareum believe it to be superior as not allosteric and tyk2/jak1, so once we get ph1b efficacy for which Dr Reader describes as gamechanging then we'll see how serious of a competitor/distrupter 1801 is.
From the FDA approval RNS-
"FDA) has approved Sotyktu™(deucravacitinib), a first-in-class, oral, selective, allosteric tyrosine kinase 2 (TYK2) inhibitor, for the treatment of adults with moderate-to-severe plaque psoriasis who are candidates for systemic therapy or phototherapy.
This announcement supports Sareum's confidence in its broader portfolio of TYK2/JAK1 inhibitors focused on autoimmune disease.
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".
Many happy returns chaps- ph1a still going strong and mtd insofar so could go to next cohort and up the dosage.
I agree 100% they should RNS each cohort. No idea why it hasn't happened and very unusual maybe someone could e-mail them to find out if they are going to.
Guesswork on my part- only 2 reasons from what I can envisage. 1. They have started cohort 2 on-time as they have found MTD so will now move to ph1b but then that needs to be RNS'd as does start of ph1b or 2. They are in licencing discussions for 1801 in which case we may have a little wait but will get a RNS.
That's the idea I believe corcs- but it depends on if they find mtd or get tox before the end of a given cohort timeline. Let's see how things pan out.
On a seperate note, isn't it eeringly quiet like a news drop about to happen- super exciting hey, what y'all think 😉
Don't worry about the price it's AIM and this is normal during trials.
We're looking at inflection points here- we we're scoping 70p to £1 before the 1st inflection point which was clinical trials green light. That happend and we're scoping £1.20 to £1.40 I think.
The next inflection point is mtd then ph1b or move to the next cohort and then the next until mtd found is found- in my opinion each cohort should see us move up a bit as it proves we can go to higher doses and are still safe no tox etc. Remember the trial is in the hands of the safety committee not Sareum.
After that ph1b is efficacy and that is the big inflection point at which point I anticipate a licencing deal or fundraise.
It also means we have found mtd or have not but have picked a therapuetically effective dose to now go into I believe hospital patients and we are potentially in direct competetion with Abbvie's $1bn per month Humira but we are once daily capsule. At which point as Dr Reader says ph1b is gamechanging and we should be pricing anywhere from £3 upwards in my opinion.
All guesswork and no guarantees but would love opinions from long-termers. Let's see how things pan out still uber excited we are in clinic and pre-clinically we aced everything with a good safety profile.
My posts were removed for obvious reasons as positivity at this point seems to hurt some types. Anyhoo they are again-
Research and proof on getting to £40 or £2bn takeou. Articles below 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
And on licencing, we are now a clinical stage company and these are pre-clinical-
$billion deals from 2020 yes the year Covid was rife-
https://www.fiercebiotech.com/special-report/top-15-biopharma-licensing-deals-2020#58f9e8e8-c33b-42f5-a757-9a9d48d9e55c
Notable pre-clinical deals as follows-
No. 5- $2.72bn with 350m upfront,
No. 7- $2.5bn with 50m upfront,
No. 8- $2.15bn with 1.025bn upfront; and
No.11- $2.02bn with 120m upfront.
If they could throw that type of money around in 2020 when things were almost at a standstill, well 3yrs later and most majors cash heavy they will have no problems throwing it around going forward if the assets in question are good enough.
AGM-
https://m.youtube.com/watch?v=1x1_ktQPLik
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)
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.
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.
Investor meet
https://m.youtube.com/watch?v=9rdfSpPecuw
21m56- They speak to a number of interested parties which are ongoing.
28m40- discussing ph1a, capsule, covid and other diseases.
33min20- mentioning when to deal up.
40m20- Dr Reader mentioning our Tyk2 having an efficacy advantage compared Allosteric route.
(This one also has a significance in relation to Citizens post today on the Sotyktu NHS authorisation)
Many happy returns chaps- we are in clinic lets see how things pan out a long way to go and the price as always will be up and down like a hookers undies until we get to ph1b efficacy or ph2 depending on trial design.
Laz, sneckie and alta ego funnywoof will not so any rationale let alone give numbers.
Someone got my acc suspended for being distruptive 🤣- so just had a chance to be able to re-post- not really hard to guess who it may be the FUD was pretty strong over last 2 days.
Your on the wrong board then spif- we're all disillusioned rose tinted glasses wearing short-termers living in la la land.
So on that note you definetely don't want be getting info. from us let alone engage with us- best to read the RNS's stick your finger in the air and blow.