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The decision by John and Tim to add an additional small amount of JAK1 to limit tox issues could turn out to be a master stroke that gives SDC 1801 a competitive advantage over just pure TYK2. Let’s hope so!

Sorry about typo - 2029!

Thanks SOG. Last para,

‘By 2019, 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 disease as the interleukins in an orally administered form and are therefore also expected to drive positive value growth. As a result psoriasis will hold onto its position as the leading dermatology market globally”

Ant that’s just for one indication out of a potential 30 plus indications that SDC1801 may be able to treat. Hold on to those shares!

It never ceases to bemuse me how MM’s get away with daily 1.5 - 2.5% drops in the share price based on pitifully trading of low thousand volumes in a company with 68million shares. I know that Aim is notorious for this but please MM’s - when will it reach mates rates? It’s so transparent.

https://www.fda.gov/patients/fast-track-breakthrough-therapy-accelerated-approval-priority-review/fast-track
Would their seem to be some scope to initiate fast track status in some solid tumour indications? SRA 737 has finished stages 1 and 2 in the clinic- demonstrating efficacy and low toxicity and Zejula is a market drug.

In 2018, Sierra Oncology signed a supply agreement with Jansen for Tesoro’s Zejula (niraparib) to undertake a prostate cancer study with SRA 737, which was suddenly dropped. It could be that this was because in January 2019 GSK completed the acquisition of Tesoro which included Zejula. So GSK has got Zejula in its pipeline GSK 3985771. It seems therefore that GSK is now ideally placed to start a whole range of combo studies with SRA737 and Zeluja ( Niraparib ) on solid tumour cancers without the necessity to do partnership deals with other pharmas?
Comments welcome. Apologies if this is all old hat.

Latest buy at 183. Plenty of interest?

Warthog
Good point. I also understand that the licencees have to be provided with regular monthly updates on progress? If that is the case and they are signatories to the contract, it bears out the view here this morning that Sareum are up to date with what’s happening to SRA737 but are not allowed to pass on the information to its shareholders. Strengthens the view that all will be revealed about SRA737 in the GSK September publication of its pipeline.

Noticed that the Chart for SRA 737 showed that it had completed Phases 1and 2 for Solid Tumour Cancers. Surely that opens up some opportunities to apply for fast track Solid tumour Cancer trials where there is currently an unmet need? Would expect to see GSK focused on that.

https://www.bloomberg.com/press-releases/2018-02-27/sierra-oncology-and-janssen-sign-supply-agreement-for-prostate-cancer-study-je5loaut

Mystery why this never took place. Don’t go there.
As Thoth says, looks like a good opportunity for GSK to trial SRA 737 with Niraparib and chemo.

Utah - don’t understand your thought process. Expectation is already high because we had a detailed RNS on SCD -1801 pathway into clinical trials. Tomorrow’s meeting is not going to change those expectations as whatever is discuss will not go beyond the boundaries set out in the RNS. Understand?

Bobbler - my thoughts exactly. But let’s assume nothing until we actually see it with our own eyes. We know the herd instinct here if no mention.

Exactly Potnak. We should be content that we now know that SDC -01 has started its journey into clinical trials. Exciting times ahead.

Definitely not in my view.

Great posts Ahfam and Stoney. Hope you don’t mind me adding again, the 20 Solid Tumour Cancers with a TP53 Gene mutation that SRA 737 can potentially treat in combo trials. Worth many billions alone.

I’ll just wait to enjoy the day when the short termers get caught out big time. That will be some celebration. We are on our way and big announcements are more likely now after todays news. As for long termers,, today is great news and I for one will sit back more easily as a consequence.

It’s the multiple indications in autoimmune (31) that big pharmas will be particularly interested in. Can’t see this not being snapped up soon. GLA

As I posted yesterday the GSK announcement on 13 April made it very clear that SRA 737 is part of the GSK pipeline.
We just set ourselves up for a fall.
Learning lesson again.

When on the 13th April, GSK announced the acquisition of Sierra Oncology for 1.9Bn , it’s description of SRA 737 as part of the pipeline retained the words ‘novel checkpoint kinase1 inhibitor. The dictionary description of the word novel states ‘applies to what is not only new but strange or unprecedented’. So SRA 737 has achieved something that has never been done or known before. That’s quite an exciting complement which seems warranted given its ability to synergise with with a range of other inhibitors in the treatment of solid tumour cancers. I am confident that GSK is delighted with its acquisition.

itdescription of the pipeline chose to ret

The GSK pipeline list ends with a comment that all assets acquired may not be listed because of commercial reasons!