Member Info for Brighty1

There are important commercial messages communicated today that once digested by the market should give additional confidence to investors to buy in to the Sareum proposition. Over and above the Covid RNS, announced yesterday, I was particularly encouraged by the paragraphs in the AGM statement today:
"The Company continues to actively engage with potential partners with a view to securing commercial licences for its TYK2/JAK1 programme", (i.e. they are in talks) plus
"We conducted and completed initial toxicology studies in rodents demonstrating excellent tolerability and established its manufacturing process. Data from these studies will form part of the planned Clinical Trial Application ("CTA"), which we aim to submit in the first quarter of 2021, and if approved would allow the start of clinical studies with SDC-1801. This would clearly be an important milestone for the Company" and
"Our aim is to investigate whether treatment of cells infected with SARS-CoV-2 with SDC-1801 can block the over-active inflammatory response (known as a "cytokine storm"), which can become life threatening for patients. The scientific rationale for this project received a significant boost by data published last week in Nature of DNA studies from severe Covid-19 patients that indicated TYK2 to be a key gene involved in causing the "cytokine storm" that leads to progression of severe disease in patients".
Very encouraging for shareholders. Good luck, Brighty

Yes, Sareum normally issue an AGM RNS statement pre the meeting. We had one on 17 Dec 2019, 18 Dec 2018 and 14 Dec 2017. Hopefully it will make for very interesting reading tomorrow morning. Good luck, Brighty

Yes, the key dates were
* today at 11am re the latest time and date for receipt of completed Application Forms and payment in full under the Open Offer or settlement of relevant CREST instructions
* and tomorrow (15th) for the announcement of the results of the Open Offer.
Good luck, Brighty

Yes, over to Citigate to achieve Sareum some coverage / media exposure on the back of this excellent news. A splendid opportunity for Tim and John to be interviewed. Good luck all Sareum investors. Brighty

That is a super post for a Friday afternoon, Jadam. Well said. 100% agree. I've been saying for a while people are not doing the maths here. The potential revenue for ODX is huge. Good luck, Brighty

Re Our AGM statement next week. Here’s my guess…….
“The Company continues to engage with potential partners with a view to securing commercial licences for all its products and programmes” - AGM Statement 17 Dec 2019
“The Company continues to engage with potential partners with a view to securing commercial licences for its products and programmes” - AGM Statement 18 Dec 2018
“The Company continues to engage with potential partners with a view to securing commercial licences for its products and programmes” - AGM Statement 14 Dec 2017
Wouldn’t it be magnificent though if we were the beneficiaries of a buoyant AGM RNS statement at 7am on Tues with tangible news of perhaps a licencing deal, a milestone payment from China or SRRA, a partnership with a big pharmaceutical company on the Covid grant, maybe a successful outcome for our TYK2/JAK1 programmes - or even a takeover - presented with panache and optimism about our prospects for 2021. It is possible.
Some of you will recall that the AGM statement last year included this sentence “Management is engaged in initial discussions with several potential partners". An update on the favourable conclusion of these talks would be welcome at the AGM next week. i.e. My instinct was and has always been that they were not referring to FLT/China but something else. Are we about to find out? Good luck, Brighty

Yes, the £75million contract win is with the "Procurement office at the Department of Health & Social Care for the Provision of lateral flow test kits for COVID-19 for use as part of the UK Covid-19 Testing strategy in support of Pillar 3 - antibody testing". Bodes well for our 25% share. Good luck, Brighty

Yes, the RNS re the Covid invitro update came at 1.47pm on August 12th. There have also been RNS' in the last year from N4P at 1.58pm, 2.22pm, 3.47pm, 9.15am and 8.10am (not price monitoring or holding releases but 'news' so news is not issued just at 7am by N4P. This would indicate that an intra day RNS about collaborations is a real possibility). Good luck, Brighty

We should keep this thread going as it reminds us all what a great company we are invested in. Still hoping for my 150p end of year share price prediction. 2021 is looking really promising and the share price will probably double at least next year based on fair value. Good luck everyone invested in TXP, Brighty

2021 should see our share price hit a new all time high of over 170p based on the significant new revenue that is surely coming IQE’s way from Skyworks alone. The company has already flagged up that “underlying demand for the technologies that IQE’s products enable will remain strong heading into 2021”. With Skyworks winning substantial contracts with Vivo, Oppo and Samsung this will filter through to our bottom line. It looks as though IQE has turned the corner. IQE looks really interesting for 2021 onwards. Don't forget that we were over 90p in 2019, over 140p in 2018 and over 170p in 2017.Good luck, Brighty.

And remember N4P went as high as 32p two years ago on much less significant news - This time though we have actual data for the pharma sector about Nuvec being of "Significant interest to multiple vaccine developers". Exciting times. Good luck, Brighty

RMM, the important takeaway from your excellent summary for me is: "keep the faith but more importantly keep the pressure on the BoD to perform". Tim, John, Stephen, Michael and Clive need to focus their energies on keeping the momentum going to ensure that 2021 is Sareum's year. Good luck, Brighty

This is positive in my opinion as It will help N4P develop the vaccine process to make N4P attractive for "collaborations". It will also strengthen N4P's hand with big pharmas. Placings are always frustrating but as Nigel Theobald says "We are delighted with the positive response to our recent formulation work. With vaccines and their delivery very much in the public consciousness we continue to grow our data package to present Nuvec® as a viable delivery technology solution to improve the delivery, storage and transportation of multiple existing and new vaccines. Whilst we are well funded for all existing work streams these additional funds will enable us to plan for follow on studies and more product focussed experiments as we move towards collaborations."
For me it's a validation of why to invest in N4P. Good luck, Brighty

Excellent post Chuggley re the £240m profit per year and 2m lateral flow tests per week. Totally agree. The RNS said 500,000 by end of this month but moving forward in to 2021 a couple of million a month is surely achievable. Customer demand should see to that. Plus don't forget what William Rhodes said in the RNS a couple of weeks ago: "the Company expects to have a significantly improved second half performance". Good luck, Brighty

In The Jerusalem Post just now and Daily Mail online last night re Bells Palsy and deaths. Brighty
https://www.jpost.com/breaking-news/two-individuals-die-from-pfizer-vaccine-651488
https://www.dailymail.co.uk/health/article-9030943/Four-volunteers-got-Pfizers-vaccine-developed-Bells-palsy.html

Just published today in IC. No reason why we couldn't have been featured re our Covid grant as part of the overall story. A couple of lines would have been great. Enough said but I do feel we are missing some very easy and straight forward comms targets. Journalists are all ears at the moment for Covid stories. I know we are not a Covid stock per se but it is an area we have just received funding for and is therefore applicable. Good luck, Brighty
https://www.investorschronicle.co.uk/shares/2020/12/08/can-covid-testing-survive-the-vaccine/

Exactly BoilB and as Simon Mungo says "Sareum needs a strong positive fundamental trigger that could fuel the next rally, which is yet to happen". News is what is needed here. Good luck, Brighty

Thanks BA. Busy day. Good luck, Brighty

Sorry wrong board. Meant for Sareum board. Oops. Brighty

You clearly don't know what you are talking about re investor relations and PR, Potnak. What happens is you coordinate it with the various parties and go live with it at 7am with a round of media briefings and interviews. It's called being proactive not reactive. Good luck, Brighty