Member Info for Bobbler

I think it’s a case of simple psychology at play. A lot of the LTH’s have been sat on shares that have probably been in a negative position or break even for the best part of a decade and for many even longer. Fast forward to 2021 and all of a sudden that “bottom draw” is bursting with cash. It’s a very difficult decision to make, cash out now with a significant return or hold on and see something spectacular.

It’s not surprising and I don’t think it’s because LTHs have any less confidence in Sareum’s potential. It’s just a hell of a lot easier to speculate about your exit point when there’s less to loose. Easy to put £100 on red at the roulette table, not so easy to put £50k down on the same odds. Just my take.

Just wondering…… how many people think the earth is actually flat?

Good find, good article. Thumbs up

Granted in May. Intravenous delivery and not cheap. The cost for sotrovimab intravenous solution (500 mg/8 mL) is around $2,202 for a supply of 8 milliliters

Limitations of Benefit and Potential for Risk in Patients with Severe COVID-19
Benefit of treatment with sotrovimab has not been observed in patients hospitalized due to
COVID-19. SARS-CoV-2 monoclonal antibodies may be associated with worse clinical
outcomes when administered to hospitalized patients with COVID-19 requiring high flow
oxygen or mechanical ventilation. Therefore, sotrovimab is not authorized for use in patients
[see Limitations of Authorized Use]:
• who are hospitalized due to COVID-19, OR
• who require oxygen therapy due to COVID-19, OR
• who require an increase in baseline oxygen flow rate due to COVID-19 (in those on chronic
oxygen therapy due to underlying non-COVID-19 related comorbidity).

Abstract from article below; £1 land certainly visible on the horizon:-)

“The autoimmune space has generated some high value deals of late. Horizon Therapeutics announced the $3bn acquisition of Viela Bio on xxx February 2021. Viela Bio develops treatments for severe inflammatory diseases. Viela Bio’s pipeline consists of nine development programmes, involving four therapeutic candidates with a clinical trial programme ranging from late pre-clinical through to Phase III.”

Here is a fantastic, professional and very positive review of Sareum’s molecules and business potential. And this was scripted in February.

https://masterinvestor.co.uk/equities/stocks-in-focus-sareum-holdings/

Peter Horby, Professor of Emerging Infectious Diseases in the Nuffield Department of Medicine, University of Oxford, and Joint Chief Investigator for RECOVERY, said ‘Previous trials of tocilizumab had shown mixed results, and it was unclear which patients might benefit from the treatment. We now know that the benefits of tocilizumab extend to all COVID patients with low oxygen levels and significant inflammation. The double impact of dexamethasone plus tocilizumab is impressive and very welcome.’

My thoughts, Tocilizumab is delivered by IV, so not ideal. However works well with dexamethasone.
Could it be they are looking at a combo with Dex and sdc-1801?

Apologies here is the link
https://www.ukri.org/about-us/policies-standards-and-data/data-collection/uk-covid-19-therapeutics-advisory-panel/uk-ctap-records-of-decisions/

Could be something or nothing…thoughts from T2 etc most welcome.

Outcomes of the UK COVID-19 Therapeutics Advisory Panel (UK-CTAP) Dated 2nd August 2021.

Note it states:
Some information has been redacted where:
- The publication of names of pre-approval drugs could impact commercial viability.
- The information concerns novel formulations of existing drugs.

Scroll down to “ Record of decisions: UK-CTAP, 10 February 2021”

Section 5. Readout of immune subgroup

The subgroup chair presented three drugs of interest.

5.1 [Treatment redacted]

UK-CTAP discussed via email. The advice was to review after the RECOVERY+ readout on tocilizumab.

5.2 Namilumab and infliximab

Recommendation or action

The panel agreed [treatment redacted] should be reviewed after the RECOVERY+ readout on tocilizumab.

(Tocilizunab It is a humanized monoclonal antibody against the interleukin-6 receptor (IL-6R). Interleukin 6 (IL-6) is a cytokine that plays an important role in immune response)

Could the redacted treatment 5.1 be our compound?

For those who might be worried about adverse opinions offered by the aptly named Motley Fool, worth taking into account the link below:

In the article dated 28th Jan 2021 their recommendation is to watch the following to Biotech stocks;
BMK: Past 6 months share increased by 5.41%
Ergo: Past 6 months share increased by 3.83%

Now Sareum past 6 months: 366.67% (yes that's 360% more!)

Obviously DYOR, but as sure as ****e is brown, don't believe all the negative stuff that flows :-)

https://www.fool.co.uk/investing/2021/01/28/2-uk-biotech-stocks-to-watch-in-2021/

Supawooly
Data from 30 Sep 2020 - 02 Aug 2021

Boilb, what's interesting is there are only 3 candidate drugs (We currently have three candidate specific trials within this platform study that are open to recruitment.)
CST-2 Antiviral
CST-3a Antiparasitic / Antiviral
CST 5 Antibodies

None of which address's the first target: "Candidates that prevent UNCONTROLLED CYTOKINE release"

Like you say, hopefully CST 1 = SDC1801

Very informative paper ref Agile Published 26th July 2021

Key points of interest:

CST: Candidate specific trial Intervention and comparator

Candidates that prevent UNCONTROLLED CYTOKINE release , prevention of viral replication, and other anti-viral treatment strategies are at various stages of development for inclusion into AGILE.

Clearly SDC-1801 fits this profile!

We are currently running AGILE in the UK but are working with international sites in low and middle-income countries to set up AGILE as an international trial platform.

https://trialsjournal.biomedcentral.com/articles/10.1186/s13063-021-05458-4

Its a valid question. I suppose if you were an MP or a Sage advisor you'd prefer to stay in the shadows :-)

Ref T2's comment
Kymab our investors::
In 2010, the Wellcome Trust Investment Division led an initial Series A $30 million financing. This enabled us to develop our initial mouse platforms and create value through the development of an in-house therapeutic antibody portfolio and build partnerships with other companies.

Our Series B financing commenced in 2014 when the Bill and Melinda Gates Foundation and the Wellcome Trust invested $40 million in Kymab and closed in 2015, when Schroder UK Public Private Trust plc (formerly Woodford Patient Capital Trust plc), the Woodford Equity Income Fund and Malin Corporation plc invested US$50 million. We secured $100 million in November 2016, with investment from ORI Fund and Hepalink as well as follow-on investments from existing shareholders.

Two of our long-term investors, the Bill & Melinda Gates Foundation and the Wellcome Trust, are the World’s largest healthcare charities, which hold combined funds of over $68 billion.

We completed our Series C financing in November 2016, securing $100 million investment from ORI Fund and Hepalink, as well as follow-on investments from existing shareholders. In 2019 we completed a $60 million convertible preference share financing with a $30 million investment from LifeArc, a leading UK medical research charity, as well as investment from existing shareholders.

These investments in turn enabled us to develop our platform, establish a pipeline of therapeutic antibodies and advance our pipeline into the clinic.

We have, in parallel and supported by the Bill and Melinda Gates Foundation, conducted antibody and vaccine R&D in numerous partnerships focused on infectious diseases, which inflict suffering on people in resource poor countries.

T2....... Rolodex! we'll be quoting the share price in old money next ;-)

Key is the last sentence

“The focus should be on improving treatment for people who become seriously ill from Covid in hospital, Prof Pollard said.”

Could likely be they’re all linked to an Angel investment group. There is an invite only group based in Cambridge for HNWI’s.

https://academic.oup.com/ibdjournal/advance-article/doi/10.1093/ibd/izab135/6293782

Maybe a thank you to the first subscriber.