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Exactly. Those are some cracking "facts" to remind us of why we are all invested in Sareum. The gains really can be stratospheric in this space, as we have already seen with Sareum and others in the past. We just require positive data now from Australia and the share price will react accordingly. ARB, in another sector, is another great example. 3p to 300p......
Good luck, Brighty
Exactly, I was buying these at 0.4p via the Primary Bid offer in June 2019 and had been snapping them up for below .3p in 2015. It's interesting to note that the share price then was pretty comparable to where it is today, since the 50-1 consolidation of shares. If we get good news on the P1a trial this will soar back up again as it has done in the past. Maybe not by your 4,600% example but if we do get a significant licencing deal from a major player then 200p to 300p is not un-reasonable....
Good luck, Brighty
It's the licencing opportunities for 1801 that are keeping me focused short-medium term. i.e. $47 Million was the average licencing deal in our sector in 2023. Positive MAD data out in Q2 will kick things off with big pharma. Our share price will then have a 1 or a 2 in front of it if we get a similar sized deal.....
Good luck, Brighty
The FT article posted on here today about KoBold's Mingomba Project certainly makes for interesting reading. "Transformational" is probably an under-statement if this pans out.
* The FT reports that KoBold now believe that the Mingomba Project will become one of the world's top three highgrade copper mines.
* This is very pertinent for TYM as the Mingomba Project is located approximately 2km northeast of its Konkola West Project. This is the KoBold / TYM JV project, where KoBold has is to drill at least two deep holes (for a total of at least 2,000m of drilling). That commenced this month. Not long to wait....
Good luck, Brighty
Exactly and it is worth noting there were 108 licencing deals alone in Q4 in our sector, according to JP Morgan, worth a cumulative $8.2 billion in total in upfront cash and equity....
Good luck, Brighty
Another company exposed to the expiry of patents – and who therefore could be looking for a licencing deal for SDC1801 - is Bristol Myers Squibb. They potentially could be losing exclusivity soon of Revlimid, Eliquis and Opdivo.
• Revlimid has reported global sales of $12.1 billion and its patent expiration is said to be by 2026.
• Eliquis with reported sales of over $9 billion has a patent expiration between 2027 & 2029.
• Opdivo, with reported annual sales of over $6 billion has a patent expiration dated of 2028.
"Patent Cliffs" are becoming the big issue for the major players in our sector.
Bristol Myers Squibb could therefore be one to watch regarding a partnership for SDC1801....
Good luck, Brighty
Exactly right Eazy and BA. Patent expirations in the pharma sector are on the rise for many of the major companies in our industry. They are often referred to as “Patent cliffs" and are a growing opportunity for much smaller bios, such as SAR. e.g. J&J‘s psoriasis treatment, Stelara, has annual sales of over $7 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease and its patent appears be expiring in the next 2-3 years. Great news for Sareum's SDC1801. It's why many of us have been topping up with more SAR shares at these bargain basement prices....
Good luck, Brighty
N4P in "advanced stages of finalising a collaboration with an independent global R&D leader based in the US" - RNS today
CEO: "We are closer than ever before to agreeing a collaboration which would see Nuvec® being applied to other technologies with a view to co-marketing the resultant technology to big pharma and I look forward to making further announcements on this in the near future"
Sounds like a transformational announcement in "the near future" is on the way....
Good luck, Brighty
Exactly. As I've been saying on here for over 6 months 14p a share undervalues the MTEC business significantly on the numbers and messaging below:
* Adjusted Reported Profit before Tax is up +343%.
* Adjusted Reported EBITDA is up +180%.
* Contracted Reported Backlog is up +28% at £61.3m.
* The drive by the UK government to digitally transform public services means that Made Tech is well placed to deliver long term growth. The £19 Million contract win confirmed yesterday is likely to be the first of many announced now that we are in the Govt's new tax year for Govt departments to spend 'spend spend spend' before the election.....
* MTEC is debt free and has a strong balance sheet with £7.9m net cash at the Period end.
* The re-rate in the share price is happening. This was 37p a share 12 months ago and x 10 at 140p in 2021.
Good luck, Brighty
There are many reasons to be supremely optimistic about a licencing deal for SDC1801. Here are a few of them:
• There were 108 licencing deals in Q4 in our sector.
• In terms of total deal value sizes, that equated to $8.2 billion in total in upfront cash and equity. These are big numbers.
• In the P1 space in which we operate in there were 15 Phase I deals signed last year, which is almost double compared to 2022.
• The average upfront payment for licencing Discovery Platform drugs in 2023, according to JP Morgan, was $47 Million and the average Preclinical licencing deal was $55 Million.
• However, the main reason for putting my money where my mouth is at just 22p is that SDC1801 has already demonstrated a profile superior to Dexamethasone and similar to Baricitinib. When that was announced in 2021 the share price rocketed. Imagine what the share price will do if we receive similar positive data from the Phase 1a SDC1801 trial underway in Australia....
Good luck, Brighty
The 69,908 and 23,151 transactions are further buys by me when they appear, as they will probably show as red/sells ! I'm putting my money where my mouth is as with positive P1 news we should see 100p+. Then it will be licencing time, when this will be in the 350p range again....
Good luck, Brighty
Good to see the re-trace commence. Back in Feb MTEC confirmed EBITDA had increased by 180% against the prior period to £1.4m i.e. 13p a share currently undervalues MTEC significantly. The contract announcement today is probably the first of many post April (Gov't new year accounting period). A big re-rate is on the cards here. MTEC's share price was over x 10 at 140p not so long ago and just 12 months ago was over 40p a share. MTEC is debt free and has a strong balance sheet with £7.9m net cash at the Period end.
Good luck, Brighty
In its most recently published unaudited accounts, to 30 September 2022, Semnet had a turnover of US$4.22 million and reported profit before tax of approximately US$0.21 million. It is now reporting winning a $36 Million+ contract. That is significant. There's going to be a big leap in turnover coming....
Good luck, Brighty
DGI looking at moving from Main Listing to AIM - RNS:
"The convertible loan notes issued in December 2023 were predicated on the possibility of moving our listing to AIM,
arguably a more appropriate market for a high-growth technology company such as ours. AIM also opens up a wider
investor audience to include the EIS and VCT market, subject to DGI meeting the qualifying criteria"...
Good luck Brighty
Exactly. Sareum need to include in the forthcoming P1a results RNS the huge revenue opportunity that they are chasing. i.e. that the global psoriasis treatment market size is currently valued at over USD 27 billion and that the psoriasis treatment market is projected to reach USD 51.48 billion by 2030. Investors would respond favourably to those numbers.....
Good luck, Brighty
The big opportunity for Sareum now that we are a P1 clinical company is that most license deals by big pharma happen at platform and discovery stages.
* The average upfront payment for licencing Discovery Platform drugs in 2023, according to JP Morgan, was $47 Million and the average Preclinical licencing deal was $55 Million.
* Some of the licencing deals over the last 12 months, see below, have been incredible. Could SDC1801 be next?
* Akeso was paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.
* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.
* Evotec was paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.
* Kelun-Biotech was paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.
So, if we take JP Morgan's $47 Million - $55 Million average for a pre-clinical licencing deal in 2023 that bodes well for Sareum's SDC1801....
Good luck, Brighty
SDC1801 has already demonstrated a profile superior to Dexamethasone and similar to Baricitinib. When that was announced in 2021 the share price rocketed. Imagine what the share price will do if we receive similar positive data from the Phase 1a trial underway in Australia....
Good luck, Brighty