Member Info for Basser1

The marketing of TYK2 is a game changing moment. No or few black box issues. Covers extensive autoimmune and Cancer conditions. If SDC-01 with its Jak1 passes the low toxicity requirements in phase A then I think it will be takeover time as SDC-1802 has a similar profile. I do not think that Peel Hunt would want to be waiting two years to get an agreement. They have been told the strategy. The management of the share price suggests to me that we are moving closer to the end game.
As Potnak says,we all are entitled to our views. GLA

PCS - regarding Sareum risk element - let’s not forget that the risk is greatly reduced with the Sareum strategy of licensing pre-clinical or early clinical as we will have an upfront payment - bigger the better!

Wise words Aber. Give them FA.

With TYK2 now in the limelight it suggests to me that any deal will be a takeover. As Sad has pointed out, Sareum has the only TYK2/Jak1 Cancer molecule. In some ways that could be an even more attractive acquisition for Pharmas given TYK2 elevated status.

Fax - there is a sense that the share price is being carefully managed. To me, it points to a lot going on behind the scene. PH will want to make good profits for its clients and that means an attractive entry price. The share price will wake up big time with any announcement of a deal. We just have to sit and wait, which is not easy for some invested here. Sareum’s strategy is to licence at late pre-clinical ie now or early clinical stages. We just have to be patient but we can be more confident now that TYK2 has hit the market.

Knights 79 it’s fine by me as I can buy at bargain prices. Are you in panic mode?

Being not doing.
Sorry

GSK quote at ESMO 22
‘One thing we have learned is that it is not always about doing first” - Horsham Abdullah, head of global oncology development at GSK.
Wise words.

Let’s make it perfectly clear.
Website - Sareum’s strategy is to develop programmes to late pre clinical ( ie where we are now) or early clinical stages to take advantage of the higher asset values associated with licensing programmes at these stages.
We are in the shop window more now with the TYK2 FDA approval. An offer can happen at any time. I am anticipated some big buys later today.

Benzo, As you say you are a long term holder, I cannot understand why you do not know the fundamental business plan of Sareum Holdings. I am wary of your motives as should others be on this board. As you say you rarely post perhaps you should go back into hibernation for y months and then see if you want to re-post.

Benzo - you miss the whole point of what Sareum is all about - ie Licensing at pre-clinical or early clinical trials. Don’t try to panic people into thinking it’s two/three/ or four years cause I can assure you it will not happen.

Utah, I take from Krone’s post that the wide evidence of the potential of combination therapies in scientific papers and pre clinical data, is now being demonstrated in early clinical data. An important step forward.

Whitby - Agree totally. It is unacceptable.
AIM - All In Madness.

There was a recent £160k buy. Make up your own mind - a short term investment or maybe one of Peel Hunt’s clients. My money is on the latter.

By 2029, the global value of the psoriasis market will reach 33Bn Dollars. TYK2 inhibitors hold the potential to provide an equally safe and effective means of combating the disease. Orally administered treatments are expected to drive positive value growth. As a result, psoriasis will hold onto its position as the leading dermatology market globally.

The Phase 1a of the 1801 trial is planned to start this coming final quarter ie any time during Oct - Dec. It is expected to provide safety and dosing information and hopefully early positive signs of efficacy in the treatment of psoriasis and also evidence of suitability to undertake trials of Covid19 and other lung infections should Sareum opt to go down that route. If the safety and efficacy results are positive then we should expect interested Pharmas to start to put their hats in the bidding ring. That could happen at any time after phase1a has commenced. Note that in the written Q and A quote “ Please note that our model is to licence at the pre-clinical and early clinical stage”. So I would suggest that we should anticipate bids during the Phase 1a if the data is positive. Given the model, it seems most unlikely that Sareum would want to take 1801 into full phase 1 trials let alone phase 2, unless out of necessity.

Taking the pizz now. Stewards inquiry

Spot on Aber.
As ever, money moves from the impatient to the patient (Warren Buffet). Graph looks like an outline of the Himalayas. Lol

We are now entering a period where transformational news can drop from out of the blue - As the licence for SRA737 did. Hold on to those shares. Still a great buying opportunity.

Hot- I’m not a scientist but I don’t think you can have a patent that can stop a pharma from targeting the active domain instead of allosteric. You can have a patent that protects the discovery of a delivery mechanism to the active domain? Isn’t that what Sareum has? Sorry if barking up wrong tree.