Member Info for BasilAlderman

AstraZeneca has a track record of buying in to P1 clinical trials, especially once the topline data has been released. Another excellent example is Eccogene who were paid $185m upfront 5 months ago by AstraZeneca. This followed encouraging preliminary results from Eccogene's Phase I trial of ECC5004. In addition, Eccogene could receive up to an additional $1.825bn in future clinical, regulatory, and commercial milestones and tiered royalties on product sales. AZ could swoop in with a licencing deal for SDC-1801 if the preliminary results are good.

Torino is right on this being a "GGP on steroids" if the KoBold drill is a success. Having been invested in GGP I can vouch for the mega rise that happened rapidly from under 3p to over 35p. The really lucky ones were those invested in GGP since the 0.55 days of 2018 who saw a x 65 increase in their holding. "Mega Multi-Bags" do happen.

It's not just licencing deals that interest AZ at the P1 stage. e.g. TeneoTwo was acquired 18 months ago by AZ for its Phase I clinical-stage T-cell engager TNB-486. In summary, AZ 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.

Last year AstraZeneca entered in to an agreement with KYM Biosciences for its Phase I clinical candidate CMG901. AZ paid an upfront payment of $63m and agreed additional milestone development and sales-related payments of up to $1.1bn.

Beware of the devious or ignorant on this chat forum who have no comprehension of the significant upside big pharma will pay for a new P1 candidate such as SDC-1801.

In most cases to do with share options and other remuneration packages there is a provision for being a Good Leaver or a Bad Leaver. In the case of a Bad Leaver the shares lapse / are not granted.

In addition to the discovery of helium at HE1's Itumbula well the hydrodgen concentration at 37,000 times above background is big news in our industry too. The global hydrogen market is valued at USD 242.7 billion in 2023 and is projected to reach USD 410.6 billion by 2030.

Key executives at hydrogen players such as FuelCell Energy Inc, Bloom Energy Corp, Plug Power Inc, Adani Green Energy Ltd, Air Products and Chemicals Inc, Sinopec, Air Liquide and Linde plc will have all been watching with interest what has been unfolding at Itumbula regarding the significant hydrogen find.

Blackrock has also been investing significantly in Hydrogen. They are not often wrong! They have bought in to both PLUG and FCEL. i.e. A hydrogen update from HE1 could be coming soon.

Agreed plus if a licencing deal for SDC-1801 is secured for a P2 trial with a major pharma SAR won't need any cash for years. We've all seen the kind of money big pharma pays for partnering small bios. It's often in the tens of millions.

Yes, a move from P1 to P2 would see the value of Sareum increase exponentially as it would be a validation that the topline P1a trial had proven to be a success. Don't forget that Sareum has already produced data showing that its lead candidate SDC-1801 is superior to Dexamethasone in a trial. This is the same SDC-1801 that we are awaiting data on.

For the avoidance of doubt: “we endeavour to be in a position to commence a Phase 2a study in psoriasis patients before the end of 2024.” - Sareum

6.4 Million shares pre consolidation which became 128,000 post consolidation. Even this LTH found himself under water courtesy of the share price implosion thanks to the RF deal. That was despite buying in at all time lows over the years, so I have now added a further 43,267 over the last couple of weeks. My total is now 171,267 and I'm back in profit! If we now go x 10 or more from here I will be happy. I'm actually expecting it to go much much higher that that in due course. I've always been here for the end game of a takeover or stonking licencing deal. Positive SDC-1801 data will bring that closer to fruition.

Yes, if an RNS confirms that the P1a trial has been a success we will see a very meaningful re-rate in our share price. It's happened before. It can happen again.

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 that RF are shortly going to be out of the mix and 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 46 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.

1. Those that understand this share will know that we gained x46 approx from .2p to 9p+ in pre consolidation money (or from 10p to 450p+ in post consolidation money). i.e. A 4,600% gain.

2. We had regular dilutions along the way but for those that invested, in particular, between 2018 and 2021 and who bought at the bottom at .2p and sold at 8 or 9p understood the bigger picture rather than a few 10 % here or a few 20% gains there. i.e. Big money was made on the x 4,600% rise and surprise surprise the current share price is back where it was pre-the mega rise. Just in time for data to be released.

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

4. Sareum has already produced data showing that its lead candidate SDC-1801 is superior to Dexamethasone in a trial.

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

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

7. 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.

8. 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.

9. 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.

Therefore, those with a vision and a medium term strategy to "Mega Multi-Bag will not be that worried about the daily share price shenanigans and fluctuations. We've seen it all before.

Big news emanating out of £2Million MCAP pharma N4P today. Ceo Nigel Theobald has pulled a rabbit out of the hat with a significant collaboration agreement. SRI is very well connected in the industry. Getting drugs to the clinical stage and in to the market has been their modus operandi for years. This is an impressive partnership that could yield a huge result.

An excellent update on the science from Hemo today. i.e. HEMO-CAR-T progressing well as we all know and expect with the commencement via injection in the coming months but the real eye opener is the progress being made by Hemo's CBR. This also looks very promising:

1. Testing the efficacy of CBR-COVID19 against live infectious replicating SARS-CoV-2 virus in a major Biosafety Level 3 facility.

2. CBR can also be adapted to target several solid tumours such as epithelial ovarian cancer.

3. NHL is the eleventh most common cancer in humans, with a poor rate of recovery and cure from present treatments. There are currently an estimated 540,000 new cases diagnosed globally with an estimated 260,000 deaths per year.

4. CBRs can be adapted to target several solid tumours such as epithelial ovarian cancer.

5. Evidence that a CBR-based approach may also potentially be effective against certain neurodegenerative diseases, some of which are currently very difficult or impossible to treat, including possibly Alzheimer's disease.

6. Hemo briefing that CBR could potentially find and destroy brain cancer cells.

In summary, there's big news developing on the CBR front as well as with HEMO-CAR-T. The potential value of this small company is increasing by the day.

Funding might be coming from a licencing deal. Has anyone factored that in? We've seen it many times before in this sector to progress clinical trials and in some industries a JV is the norm to move things forward from A-B. A curve ball like that would certainly turbo charge the GDR share price.

With topline data for the P1 trial of SDC-1801 due out very soon it is certainly risky to be day trading SAR between now and that RNS, especially as we know that to date SDC-1801 has been highly effective. e.g. it has already demonstrated a profile superior to the anti-inflammatory steroid dexamethasone and similar to the JAK1/JAK2 inhibitor baricitinib. When that data was RNS'd on July 1st 2021 the share price climbed over the next few weeks to over 450p. If we get a similar positive RNS from Oz in the coming days / weeks we should see a significant climb in the Sareum share price.

Yes, the fact that the Psoriasis market is worth $60 billion annually highlights just how big this opportunity is for SDC-1801. As you say an approach to Sareum soon about licencing SDC-1801 looks a real possibility.

It's well worth digesting the Sareum presentation, provided by BoilB (thanks BB), especially Sareum's plans for a licencing deal for SDC-1801 in Q3 of this year:

* Topline data analysis expected to complete in Q2

* Assess options for SDC-1801 licence in Q3

So, as expected the topline data - due out in Q2 (i.e. anytime now) - is going to be used to woo a licencing partner this year. That's very encouraging indeed.

The fact that over 50% of global pharma pipelines are being externally sourced these days by licencing and takeover deals is excellent news for Sareum and its share holders. Our company also has its global patent ducks in a row and don't forget that Sareum has already produced data showing that SDC-1801 is superior to Dexamethasone in a trial. Plus, our science works in combo with Astra Zeneca's WEE1, Merck’s Keytruda, Eli Lilly's Gemcitabine. i.e. We are sitting on a gold mine. Not long to wait now for, hopefully, big news from Oz.