Member Info for Brighty1

A reminder that this was trading between 200p - 350p when the dividend was being paid. It was still trading at over 150p when the dividend was reduced by 50%, pre Covid, in January of this year. I have no doubt that we will be above 100p per share in early 2021 and heading towards 200p per share with a resumption of the dividend. The demise of high street shopping and the relentless shift of customers to buy online will power Bwng's share price . Right share at the right time. Good luck, Brighty

One would hope and expect Sareum to be in contact with Rockefeller Philanthropy Advisors
https://www.rockpa.org/project/covid-19-early-treatment-fund/
https://www.treatearly.org/
"What is the goal of the COVID-19 Early Treatment Fund? We're on a mission to find an existing drug or drug combination that, when given early, reduces hospitalization and fatality rates by 75% or more".
So, If you haven't made contact with them yet Tim, John and Stephen then it would be worth a call with our research as step forward Sareum with its dexamethasone data. We know that from the research Tim and John have flagged up that a large, randomised study of dexamethasone in COVID-19-related cytokine storm has shown it reduced mortality in ventilated COVID-19 patients and those receiving oxygen. The fact that it can improve patient outcomes in combination with Sareum’s lead TYK2 inhibitors surely has to be of interest to the COVID-19 Early Treatment Fund and ofcourse UKRI and the world's biggest pharmaceutical companies, such as
1. Johnson & Johnson – $56.1bn (revenue)
2. Pfizer – $51.75bn
3. Roche – $49.23bn
4. Novartis – $47.45bn
5. Merck & Co. – $46.84bn
6. GlaxoSmithKline – $44.27bn
7. Sanofi – $40.46bn
8. AbbVie – $33.26bn
9. Takeda – $30.52bn
10. Shanghai Pharmaceuticals Holding – $26.69bn
It is M&A and licencing time for Sareum. Good luck, Brighty.

I am going to keep my own counsel on this topic until the end of Q1. The silence could be for a reason. If April 2021 still resembles looking like a repeat of 2016, 2017, 2018, 2019 and 2020 and value has not been demonstrably realised then that will be the appropriate time to raise it with the company. Until then we just have to trust our board that this time the silence is for a commercial reason - however frustrating it might be. Perhaps a book on how to communicate would be a great Christmas present for the Pampisford office of Sareum?! Good luck, Brighty

Here we are regarding your question re the AGM. There are 7 items. 1-5 are the Ordinary standard election of directors, sign off etc. Items 6 & 7 are the ones to look at, below (unless you want to vote against the re-election of Stephen Parker as Chairman for example, which is item 3). Good luck, Brighty

6. That the Directors be and they are generally and unconditionally authorised for the purposes of Section 551 of the Companies Act
2006 (the Act) to exercise all the powers of the Company to allot shares in the Company and to grant rights to subscribe for or
convert any security into shares in the capital of the Company, up to an aggregate nominal amount of £816,930 provided that this
authority is for a period expiring at the conclusion of the Company’s next AGM, but the Company may before such expiry make an
offer or agreement which would or might require shares to be allotted or such rights to be granted after such expiry and the Directors
may allot shares and grant such rights in pursuance of such offer or agreement, notwithstanding that the authority conferred by this
resolution has expired. This authority is in substitution for all earlier authorities, to the extent unused.

Special resolution
To consider and, if thought fit, pass the following resolution as a special resolution:
7. That, subject to the passing of the previous resolution, the Directors be and they are empowered in accordance with Section 570 of
the Act to allot equity securities (as defined in Section 560 of the Act) wholly for cash pursuant to the authority conferred by the
previous resolution as if Section 561 of the Act did not apply to any such allotment, provided that this power shall be limited to the
allotment of equity securities:
(a) in connection with an offer of such securities by way of rights, open offer or pre-emptive offer to holders of ordinary shares in
proportion (as nearly as may be practicable) to their respective holdings of such shares but subject to such exclusions or other
arrangements as the Directors may deem necessary or expedient in relation to fractional entitlements or any legal or practical
problems under the laws of any territory, or the requirements of any regulatory body or stock exchange; and
(b) otherwise than pursuant to sub-paragraph (a) above, up to an aggregate nominal amount of £816,930, and shall expire on the
conclusion of the next AGM of the Company after the passing of this resolution, save that the Company may, before such expiry,
make an offer or agreement which would or might require equity securities to be allotted after such expiry and the Directors may
allot equity securities of any such offer or agreement notwithstanding that the power conferred by this resolution has expired.

I would expect, as I've said before, to see an RNS from a plc confirming a formal grant offer letter from UKRI in addition to what was issued on Oct 27th. The formal grant offer press release should also be distributed to global peer review publications such as the Lancet and national and international media. e.g. Wall street Journal, Times, Mail, Sky, CNN, BBC etc as it is significant scientific / medical news in the race to find a cure for Covid. Currently all we know from the RNS dated 27th October is that Sareum is "now awaiting a formal grant offer letter (the “Offer Letter”). Subject to the Offer Letter being received and the Grant being provided etc". It's almost as if the Oct 27th RNS acted as a speeding ticket to slow the share price down as it was moving nicely up to 3.09p until 11am when the RNS was issued. Good luck, Brighty

Good to see the 2020 year high smashed with 70p today. Onwards and upwards. Good luck, Brighty

Whilst I'm personally very very glad indeed to at last be waving goodbye to AHO (I'm a share holder in Lloy since 2008) one word of caution on the new management team being unveiled at Lloyds Banking Group. Robin Budenberg was of course the UKFi boss. You will probably recall that he and Stephen Hester were not keen on RBS always being in the ‘fastest moving shares’ tables and oversaw the complicated swap transaction which drastically reduced the number of RBS shares which hurt many private investors who were then trapped with shares 10x higher. If he did the same trick here with Lloy at current prices our share price would be 365p. If you are in at higher than the current 36p a share consolidation would then not be favourale. We need to be careful what we wish for here. It didn't work for small investors at RBS who have seen their shares underwater for over a decade. Charlie Nunn is a safe appointment, in the tradition of lloyds. It's Budenberg we need to be slightly wary of as RBS wanted to drive up its share price with a 10-for-one ‘reverse stock split’ / share consolidation which clearly did not work for its share holders. if repeated here this would be just as bad for Lloy holders as it was and has been for RBS' PI's. Good luck, Brighty

This is surely the key message in the RNS today and don't forget the RNS a few months ago about "no less than 25% of the manufacturing pie". Over the next 12-18 months ODX is going to be a very very profitable company.
"The AbC-19™ Rapid test was specifically developed as a companion diagnostic test, alongside the Oxford University and AstraZeneca COVID-19 vaccine programme. The Oxford vaccine triggers the body to produce trimeric spike protein neutralising antibodies and the AbC-19™ Rapid test is specifically designed to detect those antibodies. The Company therefore welcomes the recent news confirming efficacy of the Oxford vaccine and believes this will support increased demand". Says it all. Good luck, Brighty

And add to that huge flight traffic over the USA over the last 2 days. A Flight Radar map was used on CNN and Fox to illustrate how Americans are resuming air travel on a grand scale over the last few days. One report on CNN's Quest Means Business suggested air travel in the USA according to Flight Radar is back to last years thanks Giving travel levels. I can't verify that statement but certainly interesting. Good news for oil and TLW. Good luck, Brighty

Huge flight traffic over the USA over the last 2 days. A Flight Radar map was used on CNN and Fox to illustrate how Americans are resuming air travel on a grand scale over the last few days. One report on CNN's Quest Means Business suggested air travel in the USA according to Flight Radar is back to last years thanks Giving travel levels. I can't verify that statement but certainly interesting. Good news for oil and TXP. Good luck, Brighty

2020 share price high reached today 65.40. Onwards and upwards. Lets see 90p+ next and then in to the mid 100's. Good luck, Brighty

The BPC share price would rocket if that was the case. BPC seem to be confirming that this is a real possibility in the RNS today:
"The Company has been engaged in a process to secure financing whereby another entity will acquire an interest in the project in The Bahamas, and in exchange will pay for all or a substantial part of the cost of drilling and cash payments in respect of back costs, thus freeing up capital for redeployment elsewhere in the Company's operations. Discussions remain ongoing".
That's a pretty big signal in my opinion. Good luck, Brighty

Things just got more interesting. Good luck, Brighty
https://www.bloomberg.com/news/articles/2020-11-26/astra-likely-to-run-fresh-global-covid-vaccine-trial-ceo-says

There are two audiences in play here. 1. “Big pharmas” and 2. “Shareholders”.
1. Big Pharmas: You would hope and expect that “Big Pharmas” should with any luck know all about Sareum, so column inches are not necessary to an extent but are still required in scientific / medical journals to keep Sareum top of mind and credible to assist in licencing deals or M&A. Some of you here will recall that on the slides that were circulated for the 2020 Bio Trinity event back in April that Tim was still pushing his email address for people to contact him if they were interested in partnering with Sareum. So maybe that was an indicator that there was still work to do on the awareness of Sareum and its offering in the pharma sector. Hence trade and peer PR would still be advisable and helpful to the cause.
2. Shareholders: From an investor in a plc perspective regular media coverage about Sareum would attract investor interest and hunger in the company and consequently boost the share price. As a shareholder I invest to make money so I would expect our CEO and Chair to promote Sareum. e.g. I would expect to see an RNS from a plc confirming a formal grant offer letter from UKRI in addition to what was issued on Oct 27t. By that I don’t mean in the Cambridge Weekly News but in global peer review publications such as the Lancet and in national and international media. e.g. Wall street Journal, Times, Mail, Sky, CNN, BBC etc. Currently all we know from the RNS dated 27th October is that Sareum is "now awaiting a formal grant offer letter (the “Offer Letter”). Subject to the Offer Letter being received and the Grant being provided etc".
From an M&A viewpoint I can tell you that media / investor relations matters. It creates a contest amongst potential suitors so that the seller obtains the best possible price (whether for licencing or a takeover). The phrase “There is only one thing in the world worse than being talked about, and that is not being talked about” is appropriate in this context. Good luck, Brighty

Num4, I'm in 100% agreement with you. As I said earlier today the Covid Grant is a really superb opportunity for Tim, John and Stephen to promote Sareum. Official confirmation would be a good start.
Currently all we know from the RNS dated 27th October is that Sareum is "now awaiting a formal grant offer letter (the “Offer Letter”). Subject to the Offer Letter being received and the Grant being provided etc".
Presumably, we now have now been awarded the grant? In the previous RNS, to quote John Reader, he stated "UKRI has indicated its conditional support" so there should be no reason not to follow that RNS up with official confirmation that, for example:
"Sareum Holdings plc (AIM: SAR), the specialist drug development company delivering targeted small molecule therapeutics to improve the treatment of cancer and autoimmune diseases, is delighted to confirm receipt of a formal grant offer letter (the “Offer Letter”) from UK Research & Innovation (“UKRI”)" etc etc and to include the background to the study. i.e. How SDC-1801, Sareum's TYK2/JAK1 Inhibitor will hopefully tackle Covid 19.
This would clearly be positive for Sareum and its shareholders. There is no point in hiding our science under a bushel.
Good luck, Brighty

Once the vaccine hype calms down and people look at the facts rather than the spin - as Moncef Slaoui, the head of Operation Warp Speed, has done by disclosing that the AZ/Oxford subgroup that scored 90% was limited to people aged 55 or below (who have a lower risk of developing severe Covid-19) - the actual facts will do the talking. This could cause the FDA to ask AZ/Oxford to produce much more evidence. This will then present Synairgen with a superb news opportunity to talk up SNG001 again. We know that SNG001 saves lives. and prevents lung damage. This is clearly an opportunity for SNG rather than a threat. The vaccine news is creating more questions than answers currently. Good luck, Brighty

Interesting to note that the FT is reporting, in relation to the Oxford/AZ vaccine, that Moncef Slaoui, the head of Operation Warp Speed, the US government's funding programme for vaccine development, has disclosed that the subgroup that scored 90% was limited to people aged 55 or below, a demographic that we all know has a lower risk of developing severe Covid-19. This could cause the FDA to ask AZ/Oxford to produce much more evidence. I'm thinking that once the vaccine hype calms down and people look at the facts rather than the hype that it will be an opportunity for Sareum to talk up its own Covid 19 grant/research. It's certainly going to be an opportunity for Sareum to put itself in the shop window - The vaccine news is creating more questions than answers currently. In steps Tim Mitchell with the Sareum data....(or not). Good luck, Brighty

Interesting reading.
https://www.fool.co.uk/investing/2020/11/21/warren-buffett-bets-4bn-on-this-should-i-buy-uk-pharma-now/
Good luck, Brighty

Well said Axe. SNG has demonstrated that it can save lives & boosts lung defences. Any doubters should just read The Lancet re how effective Synairgen is going to be in the near future. Plus why not do a fact check on the information announced in the RNS' and during the CEO's presentation last week.i.e. SNG001 saves lives. Fact. Lots of news incoming. I wish people would stick to the facts. Investing in science like this takes time. We are nearly there on numerous fronts. Good luck, Brighty

Boil, quite right. It's worth remembering too that, as opposed to SRA737, Sarem is in the TYK2 driving seat commercially with 100% of the rights / licencing. I'm hoping for news ahead of the AGM to maintain momentum. Good luck, Brighty.