George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Let's put that into context each cohort takes about 6wks so on the orginal 6 cohort trial design we would have to had to wait until early Jan to move part 2 multi-ascending trial.
We are doing both the original and multi-ascending after just 3 cohorts- so safety cannot be an issue.
Are you paying attention magy/pummy- does that look like a death spirally crossy thing to you.
And to add to excellent progress above Dr Mitchell has mentioned PK finding demonstrate 1801 in its capsule form can be given as a once daily treatment to patients.
So 1. Safety looks insofar nailed on and 2. You would't mention patients if early PK data wasn't showing some form of efficacy.
As always lets see how things pan out- but death spiral/cross 20p placing thinga majig 🤦
The only one who cares about the death spiral nonsense is you and 🐶 poo teeth wiinipr.ck everyone is fully aware that we have just announced a dual ph1a trial after the safety committee was happy with just 3 out of 6 cohorts and are waiting for the ph1a results.
Aye, coming on 15wks amazing if we cast our minds back to March when we were at the mercy of the incompetant MHRA and no chance of getting to clinic with all sorts of failure rumours even questioning the authenticity of the people who helped us formulate the capsules. 🤦
Thats thing carter why the c..wombles fail so miserably and have nothing to attack the BOD about except petty things. As the whole trial is controlled by the safety committee not Sar, timescales, dosage and cohort increases everything.
But they will never attack the safety committee for obvious reasons.
And the reason I am uber enthuastic and believe others should be too is because-
- We are no longer pre-clinical,
- We are doing a dual ph1a trial after just 3 cohorts out of the recommended 6 by the safety committee as per trial design.
- And Sareum have confirmed the capsule can be given to patients so some form of efficacy must be known and early pk data which will set the tone all the way to commercialisation is promising-
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.
So hence my enthusiam but as always I do say lets see how things pan out as in pharma anything can go pear shaped.
Still think I'm a ramper?
Spif, it's enthusiam not ramping you moron. . I am uber enthusiatic but not a ramper as some have lablled me- I've been here when we were as low as 0.0025p seeing my 30k investment valued at 9.5k hence why I'm calm about it all. What gets me is the derampers and fudsters posting without anything to back it up- then having sissy when being called out.
But then I did say this would happen when we were pre-clinical-
Ahfam3
Posted in: SAR
Posts: 3,416
Price: 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+.
This is what the industry thinks-
https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-deals-outlook.html
"We continue to expect that deals in the $5 billion to $15 billion range will be the market sweet spot"
The Takeda Nimbus deal in my opinion benchmarked Tyk2 valuations going forwards esp. after the Sotyktu FDA approval the first of its kind without black box warnings and we know what Sareum think about that-
TYK2/JAK1 inhibition has demonstrated benefits in maintaining a healthy immune system and has strong clinical validation in psoriasis and psoriatic arthritis and we believe this asset has great potential. 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.
Many happy returns chaps- lets get to ph1b and see what happens ignore magy and co. if the science was bad we wouldn't be in clinic let alone ph1a dual trial and extra patent grants.
Those figures are very possible for a ph1b asset, these are pre-clinical deals in 2020-
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.
Lets see how things pan out we are in clinic so the above deals are in the ball park at present as we doing a dual ph1a safety.
Once we get to ph1b Dr Readers gamechanging phase then and we get any sign of early efficacy then my opinion we are looking safely at Potnaks 2bn or as outrageous as it may sound the takeda nimbus benchmark of 4bn because we are dual Tyk2 Jak1 so not only do we address the Tyk2 Allosteric market we expand it-
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.
Magy, as Spurs points out Sar explored all the options available to them. The important factor is not how we get the money it is that we get it in the first place to get to the point we know we will be able to return it which is ph1b.
Stick around for it chap i.e. ph1a results and you'll see what we mean- but something tells me you won't.
Desa, I did ask if it was reasonable to assume an update in late November as per this-
Each participant will be in the study for approximately 9 weeks (Screening Visit to Follow-up Visit) and will receive 2 doses of SDC-1801.
But who knows, I think Chk1 news should be next to be honest it's been 6months.
This is the clincher right up to date-
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.
Now you have to ask yourself why would mention patients being able to receive 1801 in capsule form if safety wasn't being aced and they are mentioning pk data already which means they already have grasp of how good 1801 is.
The pk data will determine all the dosage and trial design 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.
Majy, if this was 2yrs ago when we were in so called no mans land coming out of covid and still pre-clinical with 1801 and Sierra semi-backseating Chk1 then yes I may be worried and the negativity may be validated.
But we have Chk1 with cancer research ph2/3 ready showing 80% tumour reduction in combo therapy.
We have 1802 almost phase 1 ready with 2 cancer patents showing target indications and a US patent for auto-immune illnesses/diseases.
And we another 100% compound 1801 which is going full throttle in ph1a safety and after only 3 cohorts out of the recommeded 6 by the safety committee has been moved to a dual ph1a multi-ascending trial.
So all in all only positives at present so nothing to worry about is there?
I didn't report them, but my thinking and anyone else who has any logic is if they negative posts are factual then fair play but when they are spun with lies then people have every right to remove them.
Insofar there is no negative we are in a dual ph1 trial after just 3 cohorts out of the intented 6 benchmarked by the safety committee- and as it is the safety committee who are calling all the shots from trial progress, timescales to release of any data then that can only be seen as a positive.
I agree non of really know what is happening in the background and we can only go by what Dr Parker advised in the investor meet.
In regards to evidence of deal amounts, well I have posted what Sar put in an RNS and other industry deals but it doesn't mean we will get similar deals, however, the more we progress in clinic the more the value increases as the Tyk2 class has been validated many times already.
And as for Chk1 not being as good as they have told us, I would find it astonishing if that were true as it is not Sareum who have been doing the combo studies etc. and the data sheets and publications we have seen show it to be very promising indeed.
As always though lets see how things pan out. We are still in clinic for 1801 and now doing a dual ph1a after just 3 out the intended cohorts which can only be seen as testament to the science and the SKIL Platform.
Many happy returns chaps.