Member Info for BasilAlderman

Agree with you Belhus. Lets just wait and see how this pans out. No real new news today as far as I can detect. I guess had this been one of the other small AIM pharmaceutical co's they might have released the "news" that they had applied for a grant etc rather than just including it with the trading update. This is where Sar differs from the others. They just don't communicate!!

Caution is only acceptable to a certain point, Searle, then it hinders the prospects of the share price. The Lupus news was RNS'd after it had appeared on this chat (not acceptable) and I reiterate my belief that Sareum should issue a statement ASAP using clever wording to adhere to the regulatory phrasing required. e.g. "Sareum notes Sierra's $150 million raise and confirms it is in talks regarding its milestone payment". That would be factually correct as they have been in talks for months about the progress over 737. The email response from Sareum which Elcap shared on this forum supports this too. It is a statement of fact. As I said earlier today this would be pertinent to kick things off as it falls within the regulatory code. i.e. it is not ramping it is responding to an event that is pertinent to Sareum and its shareholders indirectly or directly. Then a follow up release as and when / if a deal for the £8 million milestone payment is concluded. Our share price would be significantly higher, in my opinion, if we adopted this proactive approach to communicating.

Exactly Brighty. Sareum should issue a statement today using clever wording to adhere to the regulatory phrasing required. e.g. "Sareum notes Sierra's $150 million raise and confirms it is in talks regarding its milestone payment" would suffice and be factually correct. They have indeed been in talks for months about the impasse. It is a statement of fact. As I said earlier today this would be pertinent to kick things off. Then a follow up release as and when / if a deal for the £8 million milestone payment is concluded would be appropriate. This is the kind of communication that Krone, Elcap, you and many others on this chat have been calling for. Surely the Chairman or CEO of Sareum should be making some kind of statement today?

An RNS stating Sareum notes Sierra' $150 million raise and confirms it is in talks regarding its milestone payment would be pertinent to kick things off. Then a follow up when the deal for the payment is concluded is probably how some of our rivals would handle this. Or will it be radio silence? Fingers crossed.

I'm in full agreement with you RMM3383. Personally, I am still on the fence about how far we really are down the road with anything. I very much hope to be proved wrong but i detect a lack of hunger from the bod over the past 18 months. That said, I do remain hopeful bearing in mind the amount of news due from Sareum in the next couple of months.

Interesting to see that another contract has been awarded today for Covid. This time India-based Wockhardt who are using their Wrexham plant. Under the 18-month agreement with the UK Govt Wockhardt - will carry out the "fill and finish" stage of the manufacturing process. Lots of Gov't money out there at the moment for our sector. I do hope that Tim and Co are lobbying for a share of it.

Which RNS is going to drop first? Take your pick from these:
1. Update on Sierra relationship and the on-licencing or return of 737
2. A TR1 e.g. II buying in?
3. Update on licencing or progress with their autoimmune TYK2/JAK1
4. A further update on Lupus
5. A grant for Covid 19 research
6. Milestone payment and update re FLT3+Aurora kinases / Chinese partner
7. Other e.g. Sareum sold

Iceman, possibly one of the below....
1. What is happening with the Sierra relationship and the on-licencing or return of 737
2. TR1 e.g. II buying in?
3. An update on licencing or progress with their autoimmune TYK2/JAK1 kinases
4. A further update on Lupus
5. A grant for Covid 19 research
6. Milestone payment and update re FLT3+Aurora kinases / Chinese partner
7. Other e.g. Sareum sold

I'm with you Searle, Krone, Elcap, Luton, Num4, Thoth etc. This is coming to a "conclusion" soon. We just need news flow from the company on:
1. What is happening with the Sierra relationship and the on-licencing or return of 737
2. TR1 e.g. II buying in?
3. An update on licencing or progress with their autoimmune TYK2/JAK1 kinases
4. A further update on Lupus
5. A grant for Covid 19 research
6. Milestone payment and update re FLT3+Aurora kinases / Chinese partner
7. Other e.g. Sareum sold
It would be good to be at the 1p+ range pre 1-7 to give the share price the biggest opportunity.
So, if you are a newbie or someone looking to invest in Sareum, then points 1-7 are worth considering when doing your due dilligence / research. Points 1-7 are pretty compelling (in my opinion. i.e. this is not advice and is predicated on Sareum's management communicating 1-7 rather than sitting on these golden nuggets). If you are a long term holder, such as myself having bought in to Sareum in 2011, just sit back and hopefully reap the rewards.

Agreed. The radio silence is perplexing.

Hopefully Tim and co do have some substantial news soon on:
A grant for Covid 19 research
An update on licencing or progress with their autoimmune TYK2/JAK1 kinases
News regarding what is happening with the Sierra relationship and the on-licencing or return of 737
Milestone payment and update re FLT3+Aurora kinases / Chinese partner
A further update on Lupus
TR1 e.g. II buying in?
Take your pick - all are potential significant news.

What is required here is a proactive rather than reactive communications strategy to enable the Sareum share price to stabilise over the 1.5p mark. Friday's announcement looked very much like a reactive announcement. i.e. it was news already published that Sareum was required to confirm (which had ironically also appeared here first courtesy of Citizen's post). The Daily Mail mention looks to be a comment on Friday's share price rise, so again reactive. What we need is some real proactive new news from Sareum otherwise we will continue to drift and stay below 1p.

See the AZ announcement today. Illustrates the sums being paid in the pharma sector right now and what could be coming Sareum's way...

AstraZeneca has entered into a new global development and commercialisation agreement with Daiichi Sankyo Company, Limited (Daiichi Sankyo) for DS-1062, Daiichi Sankyo's proprietary trophoblast cell-surface antigen 2 (TROP2)-directed antibody drug conjugate (ADC) and potential new medicine for the treatment of multiple tumour types.

Financial considerations

AstraZeneca will pay Daiichi Sankyo an upfront payment of $1bn in staged payments: $350m is due upon completion, with $325m after 12 months and $325m after 24 months from the effective date of the agreement.

AstraZeneca will pay additional conditional amounts of up to $1bn for the successful achievement of regulatory approvals and up to $4bn for sales-related milestones.

FOMO will kick in sooner rather than later with SAR. So much potential news due to be announced.

SAREUM RNS released. Good news. A re-rate today, hopefully.

Basser, I agree. If this was one of our rivals it would no doubt have been RNS'd by now. Krone and I (& a few others) are puzzled by the lack of PR coming out of Sareum HQ. I don't understand why Sar keep their PR opportunities hidden under a bushel. If we PR this kind of information it adds credibility to Sareum, it attracts new investors - both institutional and private - raises our profile in front of licencing or M&A partners and helps the share price. Surely there must be some news about to occur soon which will catapult the share price in to orbit?

Potnak, Genuine answer for you: PR is not just RNS announcements it is the drip drip drip of regular comments and features on a daily/weekly basis about Sareum, its key staff and opinions in trade magazines, national newspapers, tv and online. It's an ongoing programme of creating awareness. Sareum don't do this and they should. Effective PR is particularly useful to small sized businesses. Imagine if Sareum was in The Times today or on Sky News or was commented about in The Lancet or were offering their views on a cure for Covid to Fergus Walsh on BBC TV. Imagine what that would do for the credibility of Sareum not just infront of the investment community but infront of licencing partners, especially if there is a competition to partner Sareum. It will enhance Stephen and Tim's hand in negotiating and help to create hunger for Sareum and its science (Oh and by the way it will help the share price, which most investors would be jolly happy about!). In summary, you either want to put your business in the shop window or you don't. It's as simple as that. Those that do make the most of PR tend to be the winners and those that don't tend to be the laggards.

Guys, there is a difference between "ramping" and "PR". Sareum are relying on just an RNS every few months and it's not really having the desired impact. AN RNS is just a regulatory news event which should not be confused with PR, which is the general day to day raising of the Sareum profile and this is where they are failing. PR stories and comment in the trade and national media would do wonders for Sareum from an investor and licencing perspective. This would filter through to the share price in a positive way and would reassure investors. PR is not ramping it’s the effective messaging of your business. Most successful plc’s are good at general PR which then creates the interest which in turn leads to deals and then an RNS.

I agree.

A Hemo x15 style gain in the sp is not to be sniffed at. Lets hope Sareum can do the same for us.