The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Belhus I like the idea of clearing the decks. When you’re thinking about a deal with big Pharma then the card (in this case FTL3) that is potentially owned by a Chinese pharma (not any more though) would not be appealing if you are negotiating a takeover. If the company that wanted to takeover SAR was more interested in 1801 / 1802 why would you want to deal with Chinese? Maybe part of the plan to clear the decks as you put it. He certainly does make sense.
As if you listen to the AGM And you analyse how they answer the question about FLT3 you will notice that they hesitated and said there may be a delay ..... excuse was due to Covid maybe etc etc I don’t believe they knew the wheels were going to fall off but I believe that they were problems at the point of the AGM. The only thing the BOD are guilty of his being naive and doing business with the Chinese, they will inevitably fleece you. Anyway as I said good riddance to them. Now let’s focus on the real IP.
Stach too right, they have been doing so since the 90s. EnCouraging businesses to China given them land and helping them to build factories. Once they’ve built factories to let them export in the meantime they’ve set up an identical ones and copying everything in sight and once they are up are running they Will undercut you and throw you out the country. Unfortunately that’s how they operate and that is why they now have so much wealth. I had a nasty feeling that this may be the outcome with FLT3 but it is not why I am invested here. I think thoth2 Mentioned about a Chinese scientist getting expelled from Canada back to Wuhan back in 2018 With the so-called COVID 19 virus In a test tube. If you look at the Chinese program for artificial intelligence they were due to overtake the Americans by 2030 now due to COVID-19 they will overtake the Americans by 2025. 1+1 = 2
These are facts not conspiracies, make of it what you will. I wouldn’t trust the Chinese And to be honest I’m glad SAR Have nothing to do with him anymore. Good riddance. Now we can focus on TYK2 1801 and 1802.
Our clear priority focus remains on advancing our proprietary TYK2/JAK1 programmes and, in the near-term, on completing the preclinical work needed for the first Clinical Trial Application during the first quarter of the year. Achieving this important milestone will be a key step in generating shareholder value from our TYK2/JAK1 pipeline."
Says it all really. Anyway more beer
Seems a load of stop losses got taken out ............ what a mess, the reason why I never do that; However I dont see any massive sells as the big money is in for the TYKY2.
The real value IMHO is in the IP for TYKY2, very, very hot markets. FLT3 not where the focus is and the drop seems oversold considering TYKY2 will most likely get grant for P1. Will we get good news get week? Beer a clock
Pimnappa lets be clear SAR sell IP therefore your timescales maybe slightly out by excess of 10 months. IP for TYKY2 BIG TICK and established in very hot markets which have been escalated by the COVID needs. TO probable or competitive bid this quarter. PLus FLT3 licence due anytime, plus SRA737. Too many end points occurring at the same time. If big Pharma interested in TYKY2 they have competition from not only TYKY2 but other assets as well. I think we we arrive at 3.5p shortly and no reason why from there we will not make our way to 8p on anticipation of the above.
Num4 bang on with your dates! One down one 2 go as you put it. New 1 to go news will be a game changer. Maybe RNS tomorrow then; if not 3.5p to end the week although we should be nearer 8p by now. MM do not want t o let it go. One of them still fwd sold below 2.5 and struggling to keep a lid on it. Introduction of small cap specialist MM will indicate serious money coming in, of the likes of Canaccord for example. Watch this space