Member Info for Billy-Bunter

* I was referring to the word "himter"....
B.

Right, back from a non-fictious chicken salad lunch....

Anyone, please can anyone, shed some light on my earlier question, regarding the GSK immuno-therapy piece:

https://www.gsk.com/en-gb/behind-the-science/advancing-the-next-generation-of-immuno-oncology/

Specifically, does SRA737 slot directly into the antibody approach that GSK is taking with Checkpoints. Or, is SRA737 part of a different method/approach....?

A genuine investor looking for comments and help please. Somebody please throw me a bone here...

Bill

P.S. Does anyone actually know what Luntonews' use of the word actually means/relates to? Maybe I'm no worldly enough to know. Can someone enlighten me...?

I about as fictious as the Corona virus. GO and take a look at my posts when I stated I bought more shares, then the trades on those days. You'll see the two things tie up with each other.

Anyway, I need to go an get some lunch. Back later.

Bill

Cobaltblue. Thank you for your message, a bit more friendly and open minded than some directed at me on here.

Playing devil’s advocate, why wouldn't I want to stop asking questions? The more shares I buy the more I have an interest in making sure that I really, really do understand this, because there is more at stake for me. And, the GSK development is still relatively recent – don’t it make sense to look at it?!?

Regarding the timing of my most recent questions, I'll let you know that I've got a desperately ill father with late-stage dementia - he's in very bad shape in all sorts of ways. And, an elderly mother to boot with very poor sight. As we are getting towards the inevitable end, I very recently made the decision to move out from my home to try and support my parents, so I’m here as much as I can be to field the multiple daily problems that are coming up. Whilst I’m here on high alert, waiting of the next hiatus, I’ve been using the time in between to get on with a few others thing I can do from a laptop computer that I’ve been wanting to get to. Looking at GSK and SRA737 being one of them.
Could I have done this sooner, maybe. But, better now than never, definitely.
I'm not directing this at you Cobalt, but very frankly I think some on here really need to calm down a bit and frankly address others in a less mocking and condescending way. They can't can see past someone asking questions or offering an opinion that may be a bit uncomfortable, as anything other than looking to cause trouble or the person in question being some idiot.

And, I’m actually one of the lucky ones. I traded in and out making some good money last year, and I’m currently just above break even on Sareum with my purchases this year. If I decide the wind here is changing, I could sell and move on intact. There are others on here not so lucky as me, who are frustrated at where things stand and get shot down when they are blowing off steam, even though I they have every right to do so….

We are in the real world here where not everyone on the LSE board is lucky enough to be a sub 1p LTH with background that means they have their heads around the SAR science and target markets up, down and sideways.

In my case Just I want to understand Sareum better, specifically all the factors that might share price and its timing. Including YES, the potentially bad outcomes as well as the good. And, I'm looking for meaningful (not degrading) input from others where I may be off track, because I'm sure at times I might be.

Now, with all this said, is there anyone on here with the right experience, whose will to look at my question of 11:53 this morning?

Bill

For me, the questions I'm interested in, but can't answer, because I'm not a scientist, is does SRA737 slot directly into the antibody approach that GSK is taking with Checkpoints. Or, is SRA737 part of a different method/approach.

I'd love to know.

Bill

P.S. there is also a short video at the end of the article. Iris Roth of GSK speaks about using their portfolio of three checkpoint antibodies in conjunction with PD1, which I believe is Jemperli.

Bill

The volume is low. I'm not too worried about it right now. But, some news is needed to get this going again.

So, hopefully the announcement regarding the CTA submission will be forthcoming soon. And with a bit of detail in it regarding indications.

Bill

So, whilst I've evidently been rubbing some holders here up the wrong way, I've continued looking at GSK to see what I can find by way of formal documentation and or announcements, that seem to be a fit with SRA737. Along the lines of the comments that SOG made yesterday.

To re-iterate (though I starting to conclude that trying to explain this is a bit futile on here....), I'm not trying to de-ramp SAR or as someone just put it, 'waffle away'.... I'm after good, genuine information to better my SAR understanding.

Anyway, I did find this:

https://www.gsk.com/en-gb/behind-the-science/advancing-the-next-generation-of-immuno-oncology/

Its a piece that GSK put out on the 14th June last year, titled "Advancing the Next Generation of Immuno-Oncology". Its a quick and pretty accessible 3-5 minute read. Well worth a look.

In this piece GSK are focusing on checkpoint therapies; it potentially jives with SRA737. Albeit, towards the end of the document, they seem to be talking about this from an antibody perspective. Interestingly, the PVRIG, TIGIT and CD96 antagonists all feature int he GSK pipeline I found earlier this week.

So, YES, supporting some of the feedback on here, GSK clearly are looking at checkpoint inhibitors.

Can anyone else on here who is closer to the science please comment on this?

Bill

P.S. I'm asking my question "Is someone able to help out here who is closer to the science, and explain what general oncology areas these cover?" for the P1 compounds in the Oncology list. All but one of them is just listed as being for 'cancer', no more information than that.

Bill

Thank you Sadoldgit for your post at 08:46 this morning. I read it with interest.

You made a comment that caught my eye, as follows:

"" GSK state that they sre looking at combination therapies and make it clear that that is with their current pipeline. They also state that their intention is to look at other combination therapies and by definition omiting ' their current pipeline' would indicate that they have other compounds developed by other companies that they want to know a little bit more about.""

At the risk of being annoying, are you please able to point me/us to the information/press release(s) etc. where GSK have stated this? I'm sure it must be the case if you've posted that information here, but trying to do my research the old fashioned way, I'd really like to read that with my own eyes.....

Thanks in advance.

And, regarding the GSK pipeline web page I found today, I used the Therapy Area tool to focus in on the Oncology assets/compounds that GSK has in trials. By my count, 8 in P3, 4 in P2 and 9 in P1. In an Engineer trying to interpret a "Mode of Action/Vaccine Type' list to the right hand side of the page, explaining each compound. Is someone able to help out here who is closer to the science, and explain what general oncology areas these cover?

Thanks,

Bill

At the risk of being annoying,

Hello All,

Back a bit earlier than expected today, which is nice. I've got no idea why the thread(s) from yesterday were deleted; can't see much point in loosing sleep over it. But, I do think it was a shame. There was some good information that came out from yesterdays activity. Just what you want, really.

Sooooo, whilst I was in a waiting room in London this morning, I was delving deeper into GSK. For those on here who saw yesterday's posts before they were deleted, I'd started off by asking questions about how and when we might hear something on SRA737, or not. I think I gave three possible outcomes and was looking at the GSK quarterly reports as a source of information for compounds that GSK is progressing, taking a view on how likely it is that we'd hear something about SRA737 through one of those. However, a problem with this being that the reports only seem to list out those compounds in active P2 studies and up into the regulatory review process . Earlier stage pipeline stuff at say stage P1 wasn't explicitly covered, rather just rolled up into an overall number of compounds being progressed. This issue being that if GSK slot in SRA737 at the P1 stage we wouldn't know about it. In a way I was hoping that someone might have been able to come forward with an expanded source of GSK information for this topic area, giving greater granularity on the GSK compound pipeline.

Anyway, with a bit more digging today I found that GSK do in fact have a n 'Our pipeline' page on their web site:

https://www.gsk.com/en-gb/research-and-development/our-pipeline/

To my delight, this appears to list out the full 70-odd or so compounds that GSK have in their pipeline - much more information than is in those reports. The list covers everything from P1 up to and including the regulatory review/approval stage.

Looking at the web page, the list was updated on 27th April this year, the same date as the last quarterly report. So, it appears that this is updated as the quarterly reports are released.

I'm trying to not get too excited about this, as being conservative I still think it will still take time for GSK to decide what to do with the Sierra pipeline assets (including SRA737) and assuming GSK does want to move them forwards, gear up for any trial activity. But, even so, this does give a richer source of information and 'IF' GSK perhaps slots in SRA737 at the P1 stage, we'll actually be able to see that is all its glory through this web page, and, this board will go 'loopy'....

I hope this is useful to other on here?!? I'm going to carry on looking at GSK as and when I can to see if I can uncover anything else that is useful.

And, if anyone else stumbles over any other relevant GSK information, please post it.

Bill

Yes, Maidit
That is my conclusion also. A while off.
Bill

I can see how it’s looks that way HBD. I satisfied myself a while ago that Sareum will give us a good return. I’m just trying to refine by how much and on what timescales. Per an earlier post on here, I still think that a tenner in 18 month is achievable if things go well.
Bill

Thanks, Corbradan
I direct you to my reply to Celtic below. And, whatever you may think of me, I'm at least trying to keep my posts civil and respectful where I can, not like that dreaded Thoth6 character.
I doubt I'll be posting tomorrow. I've got family stuff to do and more or less managed to answer the questions rattling around inside my evidently megalomaniac head.
Have a good evening.
Bill

I can see how it could look that way, Celtic. And, I'm cool with your message.

I'm just trying to learn all I can regarding Sareum and there is so much information here, it can take a while for it to sink in and join some of the dots, even when you've been trying to read every post.

I appreciate that it may look like like my observation regarding SRA737 and GSK might look negative. For myself, I've just been trying to work out what the chances are that GSK will look to progress SRA737 and the important bit, how and when we might find out about it.

I concluding that there are some indirect links between GSK and SRA737, which is cause for optimism that GSK will pick up this ball and run with it. BUT, I am seriously pondering how long it will take for that to come into the public domain. My own view is it won't be right after the acquisition completes - but rather a while down the road.

And, the various replies to me today in response to my several posts were what I was looking for. It did answer some questions. The most significant reply for me being the one from Citizen79 at 18:52 today. It made clear an indirect link between GSK and SRA737 through Niraparib / Zejula - just what I was looking for and I'm very grateful for the information

I just trying to identify the facts out of the sometimes rather 'RA RA' messages that can get posted on here. I don't think these boards should only be about talking a share up. They should also be about research based upon facts, even if those facts are perhaps not what people here want to hear

Finally, I'm sorry if you didn't like my comment in response to the WiP post. But, the suggestion that Jemperli just popped up within GSK is factually incorrect. It was being talked about openly when they acquired Tesaro. On my quest for some factual information today ()which I did get! Thank you Citizen79) I just decided to point that out.

In the end,. I'm heavily invested here and want Sareum to do well. I'm just trying to pick out the good information from the more meaningless RA RA posts here and I'm sorry if its taking more than one go around for some of it to sink in.

Bill

Sorry Heckler,
I was responding whilst on the move and rushed that message a bit. I meant the outcome of the trial itself. If it’s good, it will open up opportunities for deals etc. which could really add to the share price. As we currently find ourselves in a falling an uncertain market, I think submitting a CTA and it being approved, is going to add a limited amount to the share price that could then be whittled away as this continues to take time. I’m also a little nervous that Sareum doesn’t get too/solely COVID focused with the application/trial, as whilst a think there is still money to be made on COVID, the scope for huge gains driven by COVID euphoria are over.
Just IMHO
Bill

It will be the outcome of the CTA that will move the Sareum needle, not this filing.
Bill

Looking at the share price, I would say we are already there…..
Bill

Yes, I just went in for another £20K.
B.

*£2bn