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“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."
Fantastic news a Japanese patent to go along with the Chinese one. In a time where there is a patent cliff for the majors this is very encouraging indeed.
https://www.fiercepharma.com/pharma/patient-cliffs-divestitures-and-biotechs-maturing-its-prime-time-ma-analysts
We have 1801 in a dual ph1a trial the safety committee has given the green light for this after just 3 out of 6 cohorts and they are in control of the trial, it's progress, timescales, dosage amounts, everything not Sareum.
This is the reason we will get to ph1b for sure no doubt about it as we have been told that patients not volunteers can take 1801 in capsule form in the pk findings which you don't normally enclose unless until ph1b unless material-
"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".
When we get to ph1b trial and 1801 shows any 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 is 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 which is unique to Sotyktu's FDA approval as that is a pure Tyk2 and allosteric. 1801 will have the advantage of not only going down Tyk2 validated pathway but also open a new market in the Tyk2 Jak1 space which Sareum believe is superior.
This in turn will validate somewhat the 1802 compund as well in immuno-oncology but let us not forget 1802 also has a new US auto-immune patent so can be a backup for 1801 but also if we go for any FDA fast-track or orphan designation the US patent is already in place.
So sit back and watch as we await the ph1a pk data and biomarker data and of course the ph1b trial design- The pk data will determine all the dosage and trial designs for all future trials up to commercialisation it is a biggy and what will drive the upward shareprice momentum once we receive some efficacy data in ph1b trial as mentioned above.
Many happy returns chaps- massive price to progress disconnect and I for one am adding to my holding.
Ha very funny spif. You know whats funnier- we all know what happens when ph1a data comes out- and your imaginary holding sees no profit.
Believe me the saying he who laughs last laughs best will be in play chap- I hope your around to see it as I give you the I told you so treatment but we all know you'll be no where to be seen
Aye blue, indeed isn't it exciting and strange the price to progress disconnect. To say we are lower than in March when we were pre-clinical and at the mercy of the MHRA who even GSK lamblasted for inefficiencies.
We are now clinical motoring on ph1a with a dual multi-ascending cohort trials and funded to end of ph1b yet here we are priced less than pre-clinical- if ever there was a price to progress disconnect it is here before you very eyes. Cannot wait for extra funds to top up my 40k holding
Don't worry Gunner, I am sure Dr's Mitchell and Reader will survive even at these prices. They have 2 Tyk2 assets looking clinically good and a share in chk1 which is showing strong efficacy in combo treatment with FDA approved drugs.
Oh and they also still own Aurora compound and importantly the SKIL Platform i.e. the goose that laid these golden eggs.
Basser, absolutely this 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.
Aah bless spif, how long did it take you to think and type out that fud to get put down so quickly by Parrot.
Long-term holder my a..., more like imaginary holder- thank you for your concern though.
P.s. we only have to wait until end of Jan latest for ph1a results that should see us closer to £2 not 12 to 18 months- then you and the wider pharma industry will know how good 1801 is in psoriasis and potentially other indications it could be applicable to. Remember biomarker data is being released along with pk data there's a clue for potential early efficacy.