Member Info for AndytheMKDon

Fretfree. Thats a good call. It suggests the mm was unable to balance the book as price monitoring extensions come in pairs on 99 per cent of occasions. So if they cant balance the book they have most lijely got a big buy or sell trade open. we wil know in the morning. I'm starting to suspect an insti wants in, could be wrong. gla . Andy.

What a great day. I hope the consultants do well, as I do all the long term holders who have propped up SAR for numerous years and most likely hold more shares than the consultant. I also hope new investors can make a few shillings from here too. Lets hope we get a continual rise into news , for which there is plenty to come over the next few weeks.. Gla. Andy. ;+)

There's no way Tim could put through a shoddy deal and hope he gets away with it, Pampisford is a small place!!

As fearg just stated, any deal would have to be approved by shareholders and we hold a lot lot more shares than the management.

As for the options exercised today, if they were looking to offload quickly for a quick profit surely they would have done so at higher prices which were available previously, so the assumption would be they have bought to hold. If that's the case the consultants are sure to know more than we do and most likely are part of the of the decision making process. We'll know soon. Gla. Andy. ;+)

Hello w.I.p. I totally agree with you regarding the history of Sar and taking profits when they’re available. Boy have many of us missed so many opportunities. But, SAR are at a point where they either deliver or the games over. !! SDC 1801 / 02 are the last role of the dice for the big time. Everything I’ve read and researched over a now ten year period tells me to hold my nerve for a least the next few months which believe me can be difficult when holding several millions of shares. My Sar shares are currently worth four fold what on average I paid for them so you might say I’m lucky and take stage left. I’m also retired albeit at a very young age so Sar won’t change my future one jot. However it could considerably change the lives of my children, and who knows hopefully the lives of cancer and autoimmune sufferers the world over. We will know by Christmas the true story of whether Tim and John have delivered or are the usual aim shysters selling the sizzle whilst not delivering a sausage. Gl whatever decision you and others come to. Andy. :+)

I don’t know why there’s a daily debate about when to get in or out, conspiracy theories abound, he said she said!! It’s quite simple buy you’re shares, back your research, sit on your hands and pick when to take a profit. The company give you clues every day as to the progress and what the future beholds. This wasn’t always the case as us long term sufferers know, but it is now and the only thing to contemplate is how big your balls are and when to fold your cards. Gla. Andy. :+)

Some content below from the report suggests 1801 will be funded into the clinic by UK Governments AGILE development platform as we suspected. It's all there in black and white as to how we fund the CTA, Boris is gonna pay for it.. Must have a bit of loose change left over from his wallpaper slush fund. GLA. Andy. ;+)

Sareum’s SDC-1801 promises TYK2 selectivity, while targeting the same cytokines as the other JAK family members. As per our understanding, SDC-1801 is the only compound with a TYK2 selectivity currently vying for a COVID-19 indication. In October 2020, Sareum received a £174,000 UK Research & Innovation grant to investigate the therapeutic potential of SDC-1801 in severe COVID-19. The research project will be in-vitro and in-vivo studies of SDC-1801’s effect on cells infected with the SARS-CoV-2 virus to evaluate its potential to block the immune pathway that leads to the cytokine storm. The study was initiated in December 2020 (with an additional £64,000 contribution from Sareum) and is expected to read-out by the end of H121. Sareum has reported encouraging initial results (details not disclosed) with plans to secure UK government funding from its AGILE development platform (launched in February 2021 to support novel COVID-19 treatments) to progress the treatment into clinical trials. A successful outcome will allow Sareum to expand SDC-1801’s scope (although constant changes in the COVID-19 landscape make it difficult to ascribe a value to the asset) and should boost investor confidence/partnership interest for the company.

Note from the disclaimer at the bottom of the report:

This report has been commissioned by Sareum Holdings and prepared and issued by Edison, in consideration of a fee payable by Mynaric. Edison Investment Research standard fees are £49,500 pa for the production and broad dissemination of a detailed note (Outlook) following by regular (typically quarterly) update notes. Fees are paid upfront in cash without recourse. Edison may seek additional fees for the provision of roadshows and related IR services for the client but does not get remunerated for any investment banking services. We never take payment in stock, options or warrants for any of our services.

Hello everyone. Enclosed below is the full report, it states at the bottom it is fully endorsed and produced by SAR and released by Edison. It's a really good read and very comprehensive. As posted below it's exactly the PR many have been crying out for. It states very clearly we have a cash runway through to Q4 2021 so no imminent raise required and if as believed we will be partnered for development of 1801 / 02 then a raise may never be required. Keep the powder dry, there's no conspiracy in today's news release, far from it, TM has given a very comprehensive evaluation of our current status. GLA. Andy. ;+)

https://www.edisongroup.com/publication/treading-the-tyk2-trail/29435/

Interesting comment in the article:

"U. Banerji: ; SRA737 was discovered in collaboration with the Institute of Cancer Research. UB is employee of ICR; The Institute of Cancer Research. ; Have received funding for investigator initiated clinical trials of an unrelated compound (Vistusertib); Astra Zeneca. ; Travel to scientific meeting reimbursed by Sierra Oncology.; Sierra Oncology."

So it looks like Sierra stumped up some of the costs !!

From the article desamax posted:
Results: The potentiation index of the addition of SRA737 to adavosertib were 19, 8.6, 8.8, 9.7, 27.2 and 5.7 for COV504, OVCAR3, BT20, MDA-MB-436, CAPAN1 and MIAPaCa2 respectively. The combination of both drugs at single agent GI50 concentrations caused increase in c-PARP, p-CHK1 Ser345 and gamma H2AX in all cell lines studied. We chose to explore the combination in the TP53 mutated OVCAR3 and the TP53 and BRCA1 mutated MDA-MB-436 cell lines. In the OVCAR3 xenograft model, the combination of SRA737 and adavosertib caused tumour regressions and tumour volumes were significantly smaller than controls, p<0001. The combination caused a lesser but significant degree of reduction in the tumour volume in the MDA-MB-436 xenograft model compared to control p=0.003. There was less than a 20% loss of mouse body weight in treatment arms of both xenograft models. Functional DNA damage repair analysis showed the combination of SRA737 and adavosertib caused a significantly greater reduction in oxidative stress related base excision repair (Etheno and 8oxoG lesions) as well as double stranded break repair via alternative end joining in the OVCAR3 cell lines compared to MDA-MB-436 cells, p=0.009, p=0.014 and p=0.005 respectively.
Conclusions: The combination of SRA737 and adavosertib caused cell death in TP53 mutated cell lines. There were differences in the DNA damage repair mechanisms in across cell lines and the combination showed significant activity in the xenograft models studied. The combination of SRA737 and adavosertib warrants further evaluation for the treatment of selected TP53 mutated cancers.

Being offered above the mid price to sell and they'll take as many as I want to sell, guessing they must have orders to fill well above the mid price. Having sat on my hands for ten years or more I think I'll continue to do so for a little while longer whilst the next few weeks / months unfold. GLA. Andy. ;+)

Hi Warthog. I don' feel starved of information at all, and I'm sure many others feel the same. We get regular updates and multiple tweets these days, often provoked by some of the excellent research undertaken by SAR posters. People forget this is pharmaceutical where events take time, if people want regular news updates buy an oil stock.. GL. Andy.

Hello Paul. I trust you are well. You're spot on with your synopsis. Plenty of mischief makers airing their wears as usual, as you say wait and see what the April presentations bring and TM / JR's take on events after them. It's my belief the interim's were pushed back due to some event occurring between now and the end of April when they will be published. GLA. Andy. :+)

Hello SOG. I hope you are well.
All good observations. There’s plenty of us who know think the next news is 737 especially as mid term results now pushed back a little. April could be a big month, hopefully 737 destination announced and 1801 / 02 progressing to the clinic. Closely followed end of May the outcome of 1801 POC in Covid as posted earlier. Q2 gonna be transitional, to quote TM’s favourite comment, one way or the other GLA. Andy. :+)

Early April is going to be interesting. CRT presenting 737 data and Sierra will hopefully get off the fence regarding 737 when they present too. Mind you Sierra seem to have a fairly big crack in their @rse having sat on the fence for 18 months. !!

Hi Bigeasy. There was another trade apart from the U/T at 1.96p.
A £50K late trade went through at 1.75p. From memory it was 2.86M @ 1.75 = £50K.

down 0.7%
now

Sierra up 1.5% and no RNS as of yet.

Hi Hawkander. There was an un-crossing trade last trade of the day at 1.96. U/T’s are normally a sign the MM wants to take it higher. Should open up tomorrow first thing. Also a big late trade just gone through around £50k. Gl. Andy.

Hello Stach. I can remember all to well the Chk1 saga. I was at the agm (2014 from memory) when TM announced the deal by year end statement. It was a year later when Pronai eventually took Chk1. I still hold faith that something will give soon otherwise there was no point in the contract renegotiation. GL fella. Andy. :+)