Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Exactly and KoBold's Mingomba Project is located just 2km northeast of Konkola West. KoBold now believe that the Mingomba Project will become one of the world's top three highgrade copper mines and the really good news is we are right next door drilling at least two deep holes. Not long to wait for possibly huge news...
Good luck, Brighty
2.7g/t gold plus ****nic & mercury at 1,000 times background announced today.
this is yet more good news from tym. in summary they are announcing today at its brunton pass project in nevada that:
* coherent electrical chargeability anomaly, typical of sulphide mineralisation prospective for copper and/or gold, extends through all ip survey lines.
* chargeability anomaly is spatially related to previously identified
* a surface alteration zone in trench t11 where pathfinder elements ****nic and mercury are at 1,000 times background
and
*a gold-bearing zone in trench t2 where sampling yielded values up to 2.7g/t gold
ceo statement:
"the ip anomaly defined by this survey is large and present over the full 700m length tested by the survey. the results from our previous rock, soil and trench sampling all vector towards this anomaly which is now a compelling drill target for the discovery of an epithermal gold and/or porphyry deposit.
"much attention has been focussed on our copper exploration projects in zambia, particularly on the konkola west project where drilling is in progress that has the potential to deliver transformational results for the company. however, we continue to advance our key projects in nevada, so i am pleased to be reporting these new results."
looking good here.....
good luck, brighty
Exactly. P2 is also much more valuable from a licencing perspective. $310 Million was the average P2 licencing deal last year in the pharma sector (Source: JP Morgan). The P1 average was in the $47 million to $55 million space last year (JP Morgan). Therefore, chasing a P2 licencing deal would be much more attractive. Either way we win.....
Good luck, Brighty
Exactly and it's not just AZ signing Phase 1 licencing deals recently. In the last year Eli Lilly paid Confo Therapeutics $40 million US Dollars in an upfront payment for its Phase 1 clinical trial candidate CFTX-1554. As part of the transaction Eli Lilly also agreed a total package of $590 million US Dollars in potential milestone payments and tiered royalties.....
Good luck, Brighty
Another key point to factor in is that we've not had a negative outcome in any of our research / trials to date.
For example:
* The June 2019 data showed 100% regression of tumours in lung cancer
* The Workman / Garrett March 2020 report showed that SRA 737 when synthesised with gemcitabine had extremely encouraging results
* We've also had the data from the UKRI project which showed that SDC-1801 was superior to the anti-inflammatory steroid dexamethasone and similar to baricitinib. The bull run up to that UKRI announcement in July 2001 saw the SAR share price climb in a few months x 6 from 1.5p (75p now) to over 9p (450p now). I am expecting a similar re-rate on positive P1a data. i.e. x 6 from here is over 150p. That's a x 15 for those that bought in to the 10p WRAP offer. It's possible and we know it's happened before.....
Good luck, Brighty
Exactly right. The average licencing deal for platform and discovery candidates in 2023 was $47 million and $55 Million respectively. The $63 million KYM licencing deal for its P1 candidate was at a slight premium to that.
* The average Phase 2 upfront licencing payment in our sector was much higher at $310 million in 2023.
* In the not too distant future we could be waking up to an RNS announcing a licencing deal for SDC-1801. Why would anyone want to miss out on that opportunity?
See the link to the full report on up front payments for licencing deals in our sector in 2023 below...
Good luck, Brighty
https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpmorgan-dec-2023-biopharma-licensing-and-venture-report.pdf
Exactly. That's my point. The market would absolutely love a P2 trial RNS, especially if it was to be funded by a licencing partner in a multi million deal. The JP Morgan document posted on here regarding licencing deals in 2023 in the pharma sector indicates the kind of deal size we are looking at. $310 Million was the average P2 licencing deal last year.....
Good luck, Brighty
What makes the P2a study particularly interesting and exciting from an investment perspective is that whilst the average licencing deal for platform and discovery candidates in 2023 was $47 million and $55 Million respectively the average Phase 2 median upfront licencing deal in our sector was much higher at $310 million. Source JP Morgan. The link to the full report is below....
Good luck, Brighty
https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpmorgan-dec-2023-biopharma-licensing-and-venture-report.pdf
Well done, I've likewise added 93,059 more shares in SAR earlier this week in 2 tranches of 69,908 and 23,151 shares respectively. I'm expecting this to significantly re-rate over the coming weeks. Good Riddance to the disastrous RF funding. Normal service can now be resumed. Time for investors to top up and buy in ahead of the P1 results......
Good luck, Brighty
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