Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks elap
You do not often see the word ‘dramatic’ in scientific papers and in this case it is for possible triple combo treatment ( including SRA737) of Small Cell Lung Cancer.
Brilliant!
The global solid tumour Cancer Treatment market was valued at 121Bn US dollars in 2018 and is expected to reach 424.6 Bn U S Dollars by 2027, expanding at a CAGR of 15% from 2019 to 2027.
This is just the beginning for SRA 737. Potential is enormous with plenty of evidence that when administered in combo can lethally kill cancer cells with a TP 53 mutation. That’s approx 50% of all solid tumour cancers ie all the major cancers. My view is that this was what GSK was after when sealing the Sierra deal. The enormity of this potential new combo treatment has yet to sink in.
Gunner - I’m fairly sure you cannot apply for Agile funding until you provide evidence of clinical low toxicity results.
The more I think about it, It could make some sense for GSK to come after Sareum sooner rather than later. SRA 737 would all be under one roof - Sareum’s licence deal is still lucrative enough to be seen as a valuable acquisition. SDC1801 is at the stage now where pharmas have to make a decision to whether to make an offer early in the hope of getting a better deal. GSK are active in seeking to develop more pipeline assets and they have got the cash to spend. Why wait and risk a more expensive deal later for SDC1801 when you can maybe bag SRA 737 and SDC 1801.in one big deal. Pure conjecture on my part. But the pattern of trading over the last month or so suggests to me that something is up.
Cobalt,- volumes of trades are low -buying and selling. Most shareholders sitting on their hands and waiting for news. My view right or wrong is that the share price is being controlled in a narrow price range - necessary to form a stable basis for negotiations.
Maidit - SRA 737 is the molecule that gets me most excited at the moment - it has already proved its effectiveness in early/mid clinical trials and has a proven safety record. And there is plenty of scientific evidence to suggest that it will be even better in combination with a range of molecules. The Solid Tumour treatment market is massive now and will continue to grow. SRA 737 if successful - and I am confident it will be -will be very lucrative for Sareum for many years to come. It can provides us with some comfort whilst the two SDC molecules commence their journeys into trials.GLA
Baton - there are some fiduciary investigations going on at the moment re the terms of the GSK merger but my view is that the institutions will vote it through. However until then, I suppose there is always a chance of another bidder appearing on the scene - can this still happen?
Belhus - well I think SRA737 has been hidden away (shelved for two years now. I assume your earlier posts on twitter were not deleted? If so and they have only been deleted since the merger announcement , you can draw your own conclusions.
Brightly/ Krone - thought the same thing this morning - a GSK takeover in the not too distant future. That would be great but not at the price they agreed with Sierra Oncology, which in my view undervalues that deal to the detriment of shareholders. I am half expecting a low bid (from ant interested Pharma) to test the Board and Shareholders. The potential of the next generation assets would possibly then trigger a number of counter bids. Just guessing, but we all need to think about the range of options that could occur. GLA
https://www.life-sciences-europe.com/product/sra737-chk1-inhibitor-sierra-oncology-inc-nasdaq-srra-2001-34142.htmlJust intrigued by the heading. Highlights the GSK press release re the Sierra Oncology merger.?
Nice find Krone. Glover was certainly very upbeat about SRA 737 being at the cornerstone of Cancer treatment. So many top notch science papers came out after this suggesting SRA 737 would be even more effective in combination. It became too big to cope with given Sierra finances and as such it was shelved. Well we will not have that problem with GSK.