Member Info for Bobbler

Colbalt, forever correcting others spelling. Guessing numbers isn’t your thing. The massive sell was from Friday. Try and keep up old boy.

Morning Laz, we’re all speculating 😀

Make that 2

“The Company anticipates that these studies will substantially enhance the compound's attractiveness to potential out-licensing partners, should it choose to pursue this strategic option for Phase 2 development.”

I like the above statement, it’s Sunday afternoon and always good for some positive musings.

“ substantially enhance the compound's attractiveness to potential out-licensing partners”

Q: does this suggest the compound is already attractive to a number of companies hence the plural, partners. Why not say partner? The use of the term substantially enhance would suggest there is already established interest.

“should it choose to pursue this strategic option for Phase 2 development.”

Q: This statement clearly suggests they believe they will have the luxury of alternative options

Just wondering, who knows. GLA

Well if it’s not all okay Potnak, then the bod have a very impressive talent in spotting dumb ass HNWi’s willing to pump cash on a whim.

Potnak, if that was the case, do you think the HMWI, corporates and II would have stumped up now? Wouldn’t they wait until the PIs had been asked again and let them take the risk? More likely scenario is they have a potential big pharma partner who wants some reassurance ref tox, some sensible due diligence. Hence the reference to increase value stated by Parker.

Assuming it can count, I believe it would discover it has 6 fingers on each hand.

HBD. I believe the list is correct just the wrong date. The top left corner says Stockholm, last year I believe it was Munich. Plus the dates are correct for this year, Monday-Wednesday

Thats the list which is linked to the bio website for 2024 attendees (poor admin)

Yes, I agree that comment did concern me a little. “Roll up! Roll up! Come and see the amazing bearded lady!" It doesn’t suggest they are close to striking a deal, more that they are open to offers. Which as you say, puts them (and us) very much on the back foot. I understand why they would be attending the recent expo. However, i would hope any potential partner of significance would be fully aware of who and what is happening in their particular field of interest.

On the plus side, it could all be deliberate and part of a very well orchestrated plan. Let’s hope so.

Morning Potnak, when you say small upfront. What are you thinking £20-30m ?

It took about 1,229 years to build Rome. The effort, patience and time it took to build Rome paid off since many of the structures are still standing today

Potnak, sadly the "expect" is the get out of jail card. I'd prefer it if they just said "there is a slight chance, with a fair wind that we might, just might have something later in the year" it would help to manage everyone's expectations. That includes my own.

I think we may see an RNS around 1-1.30pm today.

This prediction is based on pure guesswork coupled with extreme boredom. If you do make a financial decision based on this information then you’re daft.

Good find Damion, the tyk2 is their primary offering, admittedly they are further down the track, but market cap is a healthy $610m, (circa £450m).

Poor Sareum, it must feel like the ginger step child. No posts, hardly any trades.

Hopefully the next news will bring joy and happiness to us all.

Colbaltblue, for reference:

“The Company expects that further data, unblinded from drug/placebo recipients, including details of any mild or moderate adverse events and biomarkers of TYK2 and/or JAK1 inhibition, will be available in Q3 2024.”

Q3 means months 7-9, which includes all of September. Which I believe we are still yet to complete.

I appreciate you are very needy, but what more do you want? As others have pointed out if things are so bad, then why are you still here? Surely you appreciate this makes you look very foolish, a bit like an adult bed wetter.

Adam I assume you’re referring to the following “This is the first patent allowance protecting crystalline forms of SDC-1801 in any territory. Patent applications in other key territories, including the US, Europe, Japan are under review.”

I think this means they have filed a patent that covers the development process and as such they will look to see if it wise and or viable to make amendments to current patents.

“aiming to address unmet medical needs in various autoimmune diseases."

Various-suggests they have identified other target areas

Sounds like Cold-bots other half preempting his arrival in the bedroom.