Member Info for BasilAlderman

When you factor in the size of the helium & hydrogen resources being talked about at HE1's Itumbula West-1 HE1 could be worth $Billions in due course. A 4.7% flow rate is not to be sniffed at in this sector. All eyes will be on the EWT data. If it's as good or better than expected then the share price is going to soar.

I'm with you Skippys, as it looks as though the fractured fault runs across most or all of the entire basin and therefore the HE1 resource could be absolutley gargantuan. If so, then HE1 is going to be a "Mega Multi-Bagger" from these levels. Great news if you are a HE1 shareholder!

LOL! The only reason the SAR share price hit 10p was the death spiral finance championed by a naive BOD who saw the light at the last minute plus the two axed organisations who now have left the building. This saw the share price collapse not the science. The science and IP is what we are invested in:

1. Sareum is a company that has all its global patent ducks in a row.

2. Sareum has already produced data showing that its lead candidate SDC-1801 is superior to Dexamethasone in a trial, which saw the share price surge to over 450p 3 years ago. i.e. approx 10 times higher than our share price today.

3. Sareum has shown that its science in combo with Astra Zeneca's WEE1, Merck’s Keytruda, Eli Lilly's Gemcitabine works.

4. We've not had any significant "fails" in 20 years.

5. The Phase 1a trial includes a single ascending dose study, a multiple ascending dose study and a food effects study. If the results are as good as we expect - and all the news has been encouraging to date - a big pharma is likely to swoop in with a licencing deal.

6. We already know that the safety and pharmacokinetics data from the initial cohorts in Part 1 of the SDC-1801 trial indicate a favourable profile and fully support oral dosing of patients once daily.

7. We have been briefed that the full safety data from the Phase 1a trial is expected to be available "during Q2". We are in this period, so news could come at any time.

8. Those with a vision and a medium term strategy to "Mega Multi-Bag" are in the right place at exactly the right time at these prices.

9. As others have also posted TPST is a really great example of another company that surged on excellent data. It went up over 3900% (yes X39) last September in just a few days when it announced favourable data.

10. Get your facts right please. i.e. there was one main reason for the share price dropping to 10p and it wasn't the science. It was all to do with the awful finance deal.

Not bad at all! £161,580 win and to be completed over the next five months. A few more of these from the new CEO's black book and the PYC share price will re-rate.

Agreed. It does look as though there must be a reason for the delay. Licencing deal or takeover anyone?

Confo Therapeutics was paid an up-front payment of $40 million last year for a licensing deal with Eli Lilly for its lead asset, CFTX-1554, which is in phase I development for neuropathic pain. i.e. Yet another P1 licencing deal. This kind of deal could be replicated here with SDC-1801.

Yes, it's excellent to see this all coming together for future JVs. Don't forget that news on the KoBo JV drill is also due very soon. If it proves to be a success we are looking at the share price soaring big style.

The exciting news for SAR shareholders is that last year Astra Zeneca entered in to an agreement with KYM Biosciences for its Phase I clinical candidate CMG901. Astra Zeneca paid an upfront payment of $63m and agreed additional milestone development and sales-related payments of up to $1.1bn. i.e. If the P1a results for SDC-1801 are as encouraging as we expect then it will be of interest to the likes of Astra Zeneca. They certainly have a track record of buying in to P1 clinical trials, especially once the topline data has been released. That's what we are epecting from Oz in Q2, so it it not unreasonable to expect positive licencing action soon.

In addition to the KYM deal last it is also interesting that Astra Zeneca also paid $185 Million to Eccogene - upfront in cash - 5 months ago following encouraging preliminary results from Eccogene's Phase I trial of ECC5004. The deal was structured in such a way that Eccogene could also receive up to an additional $1.825bn in future clinical, regulatory, and commercial milestones and tiered royalties.

Ofcourse, Astra Zeneca could also make a takeover approach for SAR if the SDC-1801 if the preliminary results are good. e.g. TeneoTwo was acquired 18 months ago by Astra Zeneca for its Phase I clinical-stage T-cell engager TNB-486. In summary, Astra Zeneca paid $100m cash up front for TeneoTwo plus R&D-related milestone payments of up to $805m and additional contingent commercial-related milestone payments of up to $360m. i.e. A total of up to $1.265 billion.

There is so much M&A activity these days with phase 1 candidates, both in on-licencing and takeover transactions. Sareum could be next.

Thanks. My calculator is working just fine! The SAR share price is 10% approx of where it was in August 2021 at 450p. I know because I have been invested from the 0.2p to 9p days pre the share tinkering, which is/was the equivalent of 10p to 450p, The MCAP / value will take care of itself. We operate in a multi billion sector but to achieve, lets say, a £500 million valuation we are 10% approx of that currently at just under £50 Million Mcap today. Hope this helps.

Yes, that's the key point. The 700,000 Euros payment should calm nerves re funding too and if the 5.575 Million Euros (or as you say part of it) is received that will be further good news from a funding perspective.

Yes, 50p looks possible today or tomorrow but don't forget that SAR was over 140p a share 12 months ago and was over 450p a share in 2021. Therefore 50p today is buttons for a company on the cusp of unveiling data that could transform the MCAP and share price. i.e. The share price and MCAP is 10% of what it was 3 years ago.

Nice plan! First things first: 47p a share to 100p a share is much achievable prior to news based on good sentiment / expectation over the coming days or weeks. From 100p it's 180p-200p with news. That's how the SAR share price works historically. i.e. we are likely to see a repeat of 2021's mega surge if the P1a news from Oz is as promising as we expect it to be.

Many on here – perhaps disrupters – don’t understand the gains that are often achieved in the pharma sector or don’t want you to know! For those that don’t know SAR has already had one amazing gain of x 45 from 0.2p to 9p (10p to 450p in post consolidation share price terms). That's a fact.

It was, perhaps, a false start but the rise was based on its lead candidate SDC-1801, the very same one that is in clinical trials in Oz. It is primed to lift off again now because SDC-1801 data is about to be unveiled.

You only have to see what happened to a similar bombed out share price with Tempest Therapeutics to see what’s possible. They had dropped to an all-time low (just like Sareum) and then positive data was revealed that saw the share price surge by x 39 in 1 week last September. That’s a fact.

Most of us will also know that a while back PYC went from 1p to 30p in 4 days. That’s a fact.

NCYT went rapidly from 12p to 1200p and Axsome Therapeutics climbed x 54 in one year and is up overall since 2018 by 2,635%. That’s a fact.

Big gains happen in the pharma sector. We know that because SAR has already gone up x 45+ before. That’s a fact.

If the data is positive it will start the firing gun for big pharma to do a licencing deal. At that stage our share price will then rocket.

The following points are well worth digesting as we await the data from Australia:

1. Sareum is a company that has all its global patent ducks in a row.

2. Sareum has already produced data showing that its lead candidate SDC-1801 is superior to Dexamethasone in a trial, which saw the share price surge to over 450p 3 years ago. i.e. approx 10 times higher than our MCAP and share price today.

3. Sareum has shown that its science in combo with Astra Zeneca's WEE1, Merck’s Keytruda, Eli Lilly's Gemcitabine works.

4. We've not had any significant "fails" in 20 years.

5. The Phase 1a trial includes a single ascending dose study, a multiple ascending dose study and a food effects study. If the results are as good as we expect - and all the news has been encouraging to date - a big pharma is likely to swoop in with a licencing deal.

6. We already know that the safety and pharmacokinetics data from the initial cohorts in Part 1 of the SDC-1801 trial indicate a favourable profile and fully support oral dosing of patients once daily.

7. We have been briefed that the full safety data from the Phase 1a trial is expected to be available "during Q2". We are in this period, so news could come at any time.

8. Those with a vision and a medium term strategy to "Mega Multi-Bag" are in the right place at exactly the right time at these prices.

9. As others have also posted TPST is a really great example of another company that surged on excellent data. It went up over 3900% (yes X39) last September in just a few days when it announced favourable data.

Yes, let that sink in! SAR is a 10th of the MCAP of what it was in 2021 and we are so much further down the road than we were 36 months ago. As I said last week a x 32 gain happened with SAR from 14p to 450p culminating with the UKRI data. Is history about to repeat itself again?

Could history be about to repeat itself? Some background for newbies:

1. 3 years ago this week on 28th May 2021 saw the mega rise start to occur in the SAR share price in anticipation of the UKRI data (which was announced on July 1st 2021) showing that SDC-1801 was superior to the anti-inflammatory steroid dexamethasone and similar to baricitinib.

2. The share price went from 130p (2.6p) to 440p+ (9p) in the 3 month period May 28th to 6th August.

3. For those that had bought in at 14p (0.28p) they multi-bagged x 32 at 448p (8.9p).

4. We are on a very similar journey here. Back in 2021 we knew that results were due out between June and August and the share price reacted accordingly in anticipation to July 1st when the share price climbed to 332p (6.6p) in a couple of days and carried on climbing to 448p (9p) approx on or around August 6th 2021.

5. A x 32 gain happened from 14p (0.28p) to 450p (9p) before with SAR on good news. Is history about to repeat itself again?

Yes, follow the money:

31-May-24 09:44:04 1.27 3,000,000 Buy* 1.20 1.30 38.10k O

31-May-24 09:43:59 1.27 2,164,413 Buy* 1.20 1.30 27.49k O

31-May-24 09:42:56 1.27 2,164,413 Buy* 1.20 1.30 27.49k O

31-May-24 09:39:50 1.264 2,408,073 Buy* 1.20 1.30 30.44k O

The last time we saw buys like this the share price gained considerably for weeks. Interesting!

Yes, he did as previously announced, on 9 May 2024 James Cheek acquired Placing Shares to the value of £10,000. Company RNS last week.

64p a share = £100 Million MCAP. That is more than doable once GDR becomes a multi million revenue generating business. The first stop in 2024 is 15p a share or x 10 approx from today. The company just needs sign off from NICE on July 10th and then it opens the national revenue stream of up to £8.5 Million each year. This excludes the EU and USA. i.e. GDR could become a cash cow in due course. So, 1.5p a share today represents an excellent opportunity to buy in, wait for a couple of years and reap a x 42 "Mega Multi-Bag". We've seen it happen many times in this sector. Patience is the key.

Yes, this will be a serious mega multi-bag opportunity if on July 10th NICE sign off the MT-RNR1 ID Kit for national use.

Confirmation will open up an annual revenue stream from UK NHS sales of £8.5 million each year. So, your multi-bag theory could be a x 10 from the 1.5p offer to 15p a share during 2024. That equates to under £25 Million MCAP, which is very doable, especially in this sector. Once this starts becoming a multi million revenue generating business you could be looking at a £100 Million valuation quite easily, which equates to a "Mega Multi-Bag" of x 42 from the current share price. Let that sink in!