Member Info for Brighty1

Exactly. Our Chairman is very successful at creating value. The Cytox related RNS has no material impact on GDR at all. He was parachuted in there to try and save it. Look at Axis, where he was Chief Executive. That was acquired for £235 Million and his other business Horizon was acquired for £296 million. That is over half a billion pounds in total. People need to do some research...

Good luck, Brighty

It's clear from the RNS dated 11th October how the £3.3 Million (now £4.3 Million after the further £1 Million investment today) will be used. See the section titled "Use of funds and Trial Progress" from 11.10.24. I'm pasting it below as many people clearly haven't read it before posting on here! It sets out the next steps succinctly:

* The net funds will be utilised by the Company to further develop its lead candidate SDC-1801, a dual inhibitor of JAK family kinases TYK2 and JAK1, culminating in longer-term toxicology studies required to support Phase 2 clinical trials in patients.

* Successful completion of such studies would represent a significant milestone in advancing SDC-1801 towards Phase 2 readiness, building upon the highly encouraging results from the recently completed Phase 1 clinical trial.

* The Phase 1 trial of SDC-1801, which concluded in July 2024, demonstrated a favourable safety profile and achieved blood plasma levels significantly exceeding the predicted therapeutic exposure, with a long half-life of up to 20 hours. No serious adverse events attributable to SDC-1801 were observed.

* Based on the unblinded data now available, the Company is pleased to report that the frequency of adverse events (all mild or moderate) was similar in the active and placebo groups. No clinically significant effects were observed on any component of blood (including red blood cells, haemoglobin, reticulocytes, platelets or neutrophils) which have been affected by earlier generation JAK inhibitors.

* Analysis of blood samples from subjects who received SDC-1801 for 10 days in the multiple ascending dose cohorts demonstrated clear, dose responsive, reductions in three biomarkers of JAK1 and/or TYK2 activity. This provides strong evidence that safe blood levels of SDC-1801 were able to significantly inhibit major inflammatory pathways.

* The planned toxicology studies are designed to further validate the safety and tolerability of SDC-1801 over an extended period, providing essential data for regulatory submissions to conduct future clinical studies.

* The Company anticipates that these studies will substantially enhance the compound's attractiveness to potential out-licensing partners, should it choose to pursue this strategic option for Phase 2 development.

* Through this additional development work, Sareum intends to position SDC-1801 as a best-in-class TYK2/JAK1 inhibitor for autoimmune diseases, with an initial focus on psoriasis-a condition affecting over 60 million adults worldwide, representing a market opportunity exceeding US$30 billion.

It's pretty clear.....

Good luck, Brighty

Exactly. The magnitude of the RNS today about P2 readiness is being missed by some. JP Morgan published some data on licencing deals earlier this year. The P2 average upfront payment was £300 million+. For licencing Discovery Platform drugs the average was $47 Million and the average Preclinical licencing deal was $55 Million. That's why the RNS today was so important as the future value attached to Sareum's data has just risen significantly. Ours share price will soar if we get a deal like this. That's why we are invested in SAR....

Good luck, Brighty

The average P2 licencing deal in 2023 was over $300 million.

Note: "Phase 2 readiness" in SAR announcement today:

* "We are delighted to secure this additional funding which, together with £2.36M funding announced last week, enables us to progress our lead programme, SDC-1801, towards Phase 2 readiness and accelerate the preclinical development of SDC-1802.

* "We believe these two novel TYK2/JAK1 programmes have the potential to offer differentiated therapies in a number of autoimmune and cancer conditions where there is significant unmet medical need. The data generated from this funding is expected add to the data packages already generated for these two programmes, adding to their value to potential licence partners."

* This funding, alongside the funds from the subscription that was announced on 11 October 2024, will enable the Company to conduct further development of SDC-1801 to prepare the asset for Phase 2 clinical trials, and also undertake further translation and preclinical development on its SDC-1802 cancer/immunotherapy programme, thereby enhancing their potential values.

In summary, P2 is pivotal for real value creation for SAR investors. At last a good RNS with less ambiguity. i.e. it's clear what the plan is now.....

Good luck, Brighty

Exactly, Avacta gaining access to Tempus' datasets from over 200,000 patients is a game changer in gathering real-world data for a big pharma to buy out AVCT. Game on at last....

Good luck, Brighty

We could be 33p a share if we get a similar deal to one of these licencing deals from the last 12 months:

* 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.

It's easy to see just what a similar licencing deal could mean to HEMO's finances and its share price. It would be game changing for the company and its shareholders.

JP Morgan published some data on licencing deals earlier this year. They stated that the average upfront payment for licencing Discovery Platform drugs in 2023 was $47 Million and the average Preclinical licencing deal was $55 Million. IMO HEMO is somehwere between pre-clinical and discovery platform status, so it is not out of the question that a $50 Million upfront payment could be coming our way from big pharma for HEMO-CAR-T....

Good luck, Brighty

Exactly. Some good points and as I am also an investor in both those companies (ROAD and MOS) I can attest to the 1000% gains at both during 2024. I can see the same 1000% increase happening with HE1 on the granting of the Mining Licence and the signing of a Joint Venture Agreement. If these 2 components happen then your 10 pence per share will be surpassed easily. This is unquestionably the right time to be stocking up on HE1 shares in readiness for a big re-rate....

Good luck, Brighty

Exactly. That's a 1,000% gain for many of us since June and another 52 week high achieved today. MOS is still under the radar of most investors as far as I can tell. Happy Days! ....

Good luck, Brighty

Exactly. It's abundantly clear that once the Mining Licence is rubber stamped by the Tanzania Government a Joint Venture partner will then be confident to stump up the cash to buy in to the future financial prospects of 20-30 helium wells or make an offer for HE1. Coupled with the Galactica-Pegasus USA deal - likely to be providing revenue in Q1 2025 - this is starting to look increasingly like a very opportune time for HE1 shareholders to load up at this paltry price of just over 1p....

Good luck, Brighty

Here are the annual revenue calculations for the CYP2C19 ID Kit.

UK £8 million per annum

EU £93.5 million per annum

US £67.6 million per annum

Rest of world £51.0 million per annum

TOTAL = £220 Million

These figures exclude the MT-RNR1 kit test at £103 Million per annum.

Combined TOTAL annual revenues = £103 million + £220 Million = £323 Million per annum. *Guidance provided by GDR in RNS'

As you can, in due course, this revenue stream will support a GDR share price in the hundreds of pence....

Good luck, Brighty

UK = £8.5 million

EU = £46.8 million

USA = £34 Million

Rest of world = £13.8 million

Total: £103 Million per annum

These figures exclude the stroke test and are just for the MT-RNR1 kit. *Guidance provided by GDR in RNS'

No wonder the directors have been buying in during 2024 as revenue from 2025 onwards looks very encouraging....

Good luck, Brighty

The MT-RNR1 roll out across the UK is worth up to £8.5 million, per annum, based on approximately 100,000 NICU admissions with an approx customer price per test of £80+. That's just UK revenue for the MT-RNR1 kit. These are big numbers ....

Good luck, Brighty

Exactly, 1 million reasons to buy into GDR. Here's a few more:

1. More and more UK Hospitals are now "fully operational" or in "approved and beginning implementation" mode with the GDR MT-RNR1 ID Kit

2. NHS Scotland announcement by 31st October inbound for both MT-RNR1 and CYP2C19 kits

3. Chairman Ian Gilham bought 1 million shares for £31,000 2 months ago & a further £10,000in May of this year i.e. he's purchased over £41,000 in GDR shares in 5 months.

4. In addition to point 3 Finance Director Russ Shaw bought £25,500, CEO Gino Miele bought £9,000, Director Tom Lindsay bought £10,000 GDR shares this year.

5. The MT-RNR1 roll out across the UK is worth up to £8.5 million (EACH YEAR), based on approximately 100,000 NICU admissions with an approx customer price per test of £80+

6. 8 non-UK distributors are contracted for worldwide MT-RNR1 sales

7. The EU market for MT-RNR1 is up to £46.8 million (each and every year)

8. The U.S. market for MT-RNR1 is worth approx £34 million to GDR annually

9. The rest of the world market for MT-RNR1 equates to £13.8 million

10. That the Directors are chasing the UK and Europe market first. i.e. focus on contracts prior to USA sales

11. The CYP2C19 ID Kit is targeting the most common type of stroke, which will have an ANNUAL value to GDR of £8 million (based on approximately 80,000 strokes each year)

12. The EU market is worth £93.5 million to GDR each year (based on the current 800,000 strokes per year)

13. The U.S. market is worth £67.6 million to GDR EACH YEAR (based on 700,000 strokes each year)

14. The rest of world market is worth £51.0 million EVERY YEAR to GDR.

15. The above revenues will easily eventually support a GDR share price in the hundreds of pence and a market cap to match. Looking forward to news soon....

Good luck, Brighty

* Semnet has been successful in winning additional third-party business, including a US$36 million revenue contract

* Semnet is trading ahead of the GST Board's expectations

* Semnet is achieving significant profitable growth

Tremendous....

Good luck, Brighty

Exactly this is an exciting update and don't forget that Chris Hand was CEO and founder the medical diagnostics company Cozart which he sold to Concateno plc for £65 million. He's gearing up to repeat this success at ABDX with an exit in the future for several hundred million pounds...

Good luck, Brighty

Exactly, GST is more likely to have a MCAP of £130 Million rather than £13 Million soon!

When a company issues an RNS, signed off by the Nomad, using wording such as "substantially", "substantial" "significant", "ahead of expectations", "pleased to announce", "creating value" etc you know things are looking very promising...

* GS20 Exchange is well-positioned to benefit "substantially"

* Angra Global has experienced "substantial" revenue growth over the past six months

* "significant" rise in client volumes

* "performing ahead of GST's expectations"

* strategic "preparations for a potential listing on NASDAQ" in the US

* "equity consideration for Semnet" from US listing

* "creating value" across its various businesses...

Then when you add the calculations that Billy an co have been suggesting re the 0.1% fees from the GS20 exchange you can see the huge potential for very serious gains in due course....

Good luck, Brighty

Exactly and a reminder that Johnson & Johnson‘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.....

Good luck, Brighty

With over 77 million people globally having ischaemic strokes each year - and 100,000 in the UK - there is a huge gap in the market for GDR's CYP2C19 stroke kit to exploit. Many people are missing the bigger picture here. For example, GDR put out a briefing on this a while back and it stated that the EU market for CYP2C19 could be worth £93.5m each year and another £8.5 m each year in UK revenues to GDR. That's the official guidance figures via RNS from GDR. i.e. big numbers are inbound which will eventually be rewarded with a share price in the hundreds of pence. These numbers exclude the MT-RNR1 ID Kit, which is worth up to £8 million each year in UK revenues and £46 Million in EU revenues. It's all in the RNS' if you choose to read them and probably accounts for the director buying spree this year. Patience is all that is required...

Good luck, Brighty

Exactly. £250 Million is peanuts in a sector that pays hundreds of millions and often billions for smaller companies like GDR. The adage being "If big pharma want it, they pay for it". e.g. This year J&J paid $2 Billion for Ambrx, Astra Zeneca paid $1 Billion for Amolyt and Roche paid $2.7 Billion for Carmot Therapeutics. The common denominator for all 3 deals was that they each had something the bigger rival wanted and they were acquired for billions....

Good luck, Brighty

Exactly and we could see similar gains for several more days to come. This is way to cheap....

Good luck, Brighty