Member Info for Brighty1

M&A and licencing suitors will have required this element to be complete before any transaction with Sareum. Game on, especially with a quote like this: "These patents are important to enhancing the value of the programme as part of our discussions with potential partners." Says it all. John Reader ably assisted by our patents guru, Harry Finch, playing another blinder with this to create maximum shareholder value. Good luck, Brighty

Yes, given the right newsflow £1+ a share for Sareum is possible. I've used the Kymab model for the 30p+ a share example but you would have to factor in the Otezla deal, which was $13 billion in cash. So, £1+ a share for Sareum, as Thoth has been predicting, is not as far fetched as some are suggesting. If you research the licencing and takeover transactions that have occurred in the pharmaceutical sector recently you will see that many are billion pound deals. This would put Sareum in the £1+ a share bracket. It's obviously subject to how good the news and science is. Currently it is looking favourable for an amazing 2021 for Sareum shareholders. Good luck, Brighty

We are in the midst of a "Perfect Storm" scenario for the Sareum share price. It is certainly very possible that we are likely to hear more significant patent news shortly judging by the 28th July US Patent Office filing posted here by Krone earlier today. A modest rise on the back of this news could see the share price rise above 10p. This could then be followed by:

1. A licencing / partnership deal being announced

2. SRA 737 licencing development confirmed

3. Covid / Agile confirmation being corroborated

There is also the possibility of a takeover, which you would have to say given the pipeline we are sitting on would be much bigger than the Kymab 1.4 billion deal. This would equate to a share price of over 30p.

Good luck, Brighty

Patent protection is always the precursor prior to licencing or a takeover, so make no mistake about it this is another significant part of the Sareum jigsaw. A licencing or M&A cannot be that far away. Not long to wait now.....Good luck, Brighty

Krone, it looks as though a Sareum RNS should / could be in the in-tray at Medistrava, Strand Hanson and Hybridan in relation to this. Hopefully confirmation will be announced soon. It could be an interesting few days.....Good luck, Brighty

The fact that Otezla was acquired for $13 billion in cash should focus a few minds about the very substantial opportunity for investors. £1+ a share for Sareum, as Thoth is predicting, is not as ridiculous as some are negatively suggesting. If you actually do the DD / research on the licencing and takeover deals that have occurred in the pharmaceutical sector recently you will see that many are billion pound deals. Good luck, Brighty

A few weeks ago posters on this BB were suggesting £2 a share here. They could still be right on the back of some hard and fast juicy numbers / contracts. ABDX is a successful income generating company with significant potential which had an SP of over 120p in January of this year shortly after floating. It is currently half the 2020 IPO price of 96p. A very big re-rate could happen quickly.

Subject to the outstanding payments due from the Govt being honoured (and some more newsflow on new LFT contracts being won) this should and could be back to the IPO price, at least, very soon.

Good luck, Brighty

Exactly re the NED's. It's also worth pointing out that Harry Finch is on our scientific advisory board. He was the co-inventor of the asthma drug Salmeterol, which is used to treat COPD, which as we know from Covid is a big issue. He also worked at GSK along with NED Dr. Owen. I believe that Dr Finch is regarded in the sector as a patent's guru (i.e. handy to have him on board to aid John Reader). Those GSK links just get more and more interesting, especially as we know that GSK has a number of patents due to expire in the next few years worth billions per annum. Good luck, Brighty

In precis for newbies, we are very much in the midst of an astounding "Perfect Storm" scenario for the Sareum share price. Imagine if all 3 of the following were to happen within weeks of each other...

1. Covid / Agile confirmation e.g. SP increases to 15p-25p (a modest increase and very achievable given what we have seen with other pharma stocks in the past 18 months: SNG, AVCT, NCYT, ODX, etc)

2. SRA 737 licencing development confirmed e.g. SP increases from 25p - 50p (a modest 100% and very achievable

3. Licencing / partnership deal announced e.g. SP increases from 50p - 70p (a modest 50% and very achievable)

i.e. The surge in our share price over just a few weeks would be spectacular but clearly not impossible given some exciting and commercial newsflow. The exhilarating news is that all 3 of these likelihoods could be about to happen. Then there is the small issue of a takeover, which you would have to say given the pipeline we are sitting on would be much bigger than the Kymab 1.4 billion deal....

In summary, as the news continues to gather pace in the investor community that dexamethasone, recently hailed as the lifesaver for over 1 million Covid patients, is less effective than Sareum’s SDC1801 in the latest Covid trial, you would expect:

A: More High Net Worth Investors to buy in to Sareum now that £3.4 million has been placed in the Sareum bank account in the last month alone by other HNWI’s demonstrating supreme confidence in our science

B: Agile to be a done deal

C: The likes of Paul Hudson, Chief Executive of Sanofi, Albert Bourla CEO of Pfizer, Pascal Soriot ceo of AstraZeneca, Robert Davis CEO of Merck MSD and Emma Walmsley of GlaxoSmithKline will know all about Sareum and will be instructing their licencing teams to have a closer look at / make a move on Sareum.

We are entering a pivotal time in the history of Sareum. So, if you are a newbie or an existing Sareum investor here's to a rewarding 2021 and the very best of luck, Brighty

Breaking news on The Daily Mail website as well
https://www.dailymail.co.uk/news/article-9802717/UK-runs-Covid-19-lateral-flow-tests.html?ito=push-notification&ci=318797&si=35408989&ai=9802717
Good luck, Brighty

With patents rumoured to be worth up to £10billion per annum due to expire in the next decade GSK could soon be looking at Sareum. The dexamethasone news on 1st July has placed Sareum at the top table / in the big ££££ licencing league (or even a takeover candidate). Watch this space as they say as it is possible that GSK need look no further than Sareum. Good luck, Brighty

Near enough 11am for you Potnak! Make no mistake about it everyone Sareum is in the shop window following July 1st's RNS. i.e. Sareum has the data to prove that SDC1802 has "a profile superior to Dexamethasone". That is huge news in the pharma sector & it's a no-brainer why Sareum has attracted close to £3.5million of HNWI cash in the last month.

A licencing deal or a takeover is edging closer and closer. News could come soon on either. We also have SRA737 in the wings. I wonder which of these global giants is going to bite first:

• Johnson & Johnson – $56.1bn.
• Pfizer – $51.75bn.
• Roche – $49.23bn.
• Novartis – $47.45bn.
• Merck & Co. – $46.84bn.
• GlaxoSmithKline – $44.27bn.
• Sanofi – $40.46bn.
• AbbVie – $33.26bn.

The news which should see the Sareum share price rocket is fast approaching. Good luck, Brighty

63p to 66p for TLW looks very likely indeed in the short term following the excellent operational and financial progress RNS this week. TLW is becoming a highly cash generative business and is reducing its debt. The shorters might not like it but for the medium to long term holder this is a hold for serious multibags. Good luck, Brighty

Exactly. What they don't realise is Amgen acquired Otezla, along with certain related assets and liabilities, for $13.4 billion in cash, or approximately $11.2 billion, net of the present value of $2.2 billion in anticipated future cash tax benefits. $13.4billion guys up front. Take it in. Breathe it in. Stop and pause: $13.4 billion up front. Hence why Thoth is predicting a share price in the £’s. I agree. These co's are massive, see below valuations, and if they want Sareum they will get their cheque books out:

• Johnson & Johnson – $56.1bn.
• Pfizer – $51.75bn.
• Roche – $49.23bn.
• Novartis – $47.45bn.
• Merck & Co. – $46.84bn.
• GlaxoSmithKline – $44.27bn.
• Sanofi – $40.46bn.
• AbbVie – $33.26bn.

We operate in a multi billion dollar sector which has a track record of paying big bucks for licencing and M&A activity. The news which should see the Sareum share price soar is fast approaching. Good luck, Brighty

You don't come out and say that we have a profile superior to the anti-inflammatory steroid dexamethasone and not get significant interest from global pharmaceutical companies. Make no mistake about it Sareum is now in the shop window following July 1st's RNS. Not long to wait for our next piece of news which is most likely to be a stonking licencing deal or a takeover. Patience is all that is required. Good luck, Brighty

Once a meaningful divi is reinstated again and the economy can prove it is covid resilient (as it is starting to demonstrate) we will move way past your 55p prediction. The house buying market looks to be providing good news over the last 6 months or so, which should have a positive impact for Lloy investors moving forward. 70p is where I think this will be by the end of the year. Good luck, Brighty.

It is no surprise to me to see ODX up 12% already today. The fact that it is now being reported across many news outlets in the last few hours that lateral flow tests ARE effective at detecting COVID is being received by the market as good news for the sector. Here are some of the juicier quotes, below.

Dr Jasmina Panovska-Griffiths from the Big Data Institute at the University of Oxford added: "In our study, both shorter duration of symptoms and higher viral load were significantly associated with positive lateral flow tests. This highlights the necessity of testing at early infection with lateral flow tests, and shows that in patients who are newly symptomatic, the two testing methods have similar levels of accuracy."

Author of the study, Dr Werner Leber, of Queen Mary, said: "Previous studies have suggested lateral flow tests may be less sensitive than PCR in detecting COVID-19, particularly among asymptomatic individuals and during the early or late stage of an infection when the viral load is lowest. But we have found that in patients who are newly symptomatic, the two testing methods have similar levels of accuracy."

AND the jewel in the crown .... "Rapid lateral flow tests are 95% effective at detecting coronavirus if they are used at the onset of infection or as soon as symptoms start, a new study suggests".

It's time for that £374million purchase order to be signed by the DHSC.

Good luck, Brighty

Best to stay focussed on the BIG pharma prize re the billions paid in licencing and takeover deals. These co's are massive:
• Johnson & Johnson – $56.1bn.
• Pfizer – $51.75bn.
• Roche – $49.23bn.
• Novartis – $47.45bn.
• Merck & Co. – $46.84bn.
• GlaxoSmithKline – $44.27bn.
• Sanofi – $40.46bn.
• AbbVie – $33.26bn.
As I've said before, we operate in a multi billion dollar sector. We have the patented science & IP that the above pharma companies (& many others) will be craving to get their hands on. These co’s have a track record of paying big bucks for licencing and M&A activity. Not long to wait now for our next piece of stratospheric news which should see the share price soar. Good luck, Brighty

A great post from Bobbler reminding us all of the prodigious opportunity for Sareum. If we get a slice of the Antivirals Taskforce action it is Thoth's poundland (& more) for the Sareum share price. A licencing deal or takeover looks a real possibility now. i.e. Ask yourself this question: Which big global pharmaceutical company isn't going to want a formula that is superior to Dexamethasone? Sareum operates in a multi billion sector and GSK, for example, reportedly has a number of expiring patents worth over £10 billion a year. An approach to Sareum by one or more of the big international pharmaceutical co's is a no brainer following the 1st July RNS. Finally, it was good to see another £180,000 in the Sareum bank today re the exercise of warrants. Happy Days indeed. Good luck, Brighty

Loving the positivity of Rahul Dhir's comments today in the RNS:
* "I am pleased to report that Tullow has made excellent operational and financial progress in the first half of 2021"...
* "Transformational"...
* "very good progress in delivering on our highly cash generative business plan and continuing to reduce our debt."..
Very confident and up beat messaging about the excellent progress being made. Looking Good here,
Good Luck, Brighty