Member Info for Brighty1

This is a huge global opportunity for GDR:

* The US market for the MT-RNR1 ID Kit is worth approx £34 million each year, according to guidance from GDR and signed off by the Nomad.

* The UK market for the MT-RNR1 ID Kit is £8.5 million every year, based on approx 100,000 NICU admissions with an average customer price per test of £80+.(Based on GDR's own Guidance via the Nomad / RNS)

* The EU market for the MT-RNR1 ID kit could be a whopping £46.8 million each year and these figures exclude the rest of the world, which according to GDR's guidance comes in at £13.8 million....

Good luck, Brighty

Exactly and whilst the U.S. market for the MT-RNR1 ID Kit is worth approx £34 million each year don't forget that once the NHS start buying GDR's MT-RNR1 ID Kit nationally the annual revenue moving forwards is very attractive for Genedrive.

* £8.5 million every year, based on approx 100,000 NICU admissions with an average customer price per test of £80+. This is based on GDR's own Guidance via the Nomad / RNS.

* Furthermore GDR has guided the market via RNS that the EU market for the MT-RNR1 ID kit could be £46.8 million each year and these figures exclude the rest of the world, which according to GDR's guidance comes in at £13.8 million....

Good luck, Brighty

More like 3.25p according to my screen.....

Good luck, Brighty

The U.S. market for the MT-RNR1 ID Kit is worth approx £34 million each year, according to GDR's guidance. Fantastic news...

Good luck, Brighty

AstraZeneca's deal for Amolyt Pharma announced today for a total consideration of up to $1.05 billion, including $800 million upfront highlights the prize is worth waiting for. i.e. another $Billion dollar deal in our sector for a clinical-stage company. As part of the deal Amolyt's shareholders could receive a further payment of $250 million in milestone payments. Tick tock.....

Good luck, Brighty

Exactly, once the NHS start buying GDR's MT-RNR1 ID Kit nationally the revenue moving forwards is very attractive for Genedrive:

* £8.5 million every year, based on approx 100,000 NICU admissions with an average customer price per test of £80+. This is based on GDR's own Guidance via the Nomad / RNS.

* Furthermore GDR has guided the market via RNS that the EU market for the MT-RNR1 ID kit could be £46.8 million each year and that the U.S. market for the MT-RNR1 ID Kit is worth approx £34 million each year.

* These figures exclude the rest of the world, which according to GDR's guidance comes in at £13.8 million.

* When you add GDR's CYP2C19 stroke kit in to the UK mix the GDR guidance via RNS, signed off by the Nomad, equates to another £8.5 million (based on approximately 85,000 strokes each year).

* GDR has also guided via RNS that the EU market is worth up to £93.5 million every year (based on 800,000 strokes per year).

* The U.S. market, according to GDR, is worth £67.6 million to GDR every year (based on 700,000 strokes each year).

These numbers are game changing.....

Good luck, Brighty

35 trades today already is much more than normal for TYM, so something could be brewing. e.g. Last Thurs there were 4 trades, last Friday there were 2 trades & yesterday there were just 4 trades. i.e. interest today is unusually high. Why? It could be based on a positive update regarding the KoBold JV drilling programme in Zambia. The NY Times article re KoBold is very interesting for TYM investors and it's little surprise that Sanderson Capital Ltd (“Sanderson”) has been adding for the last 2 years and currently holds 7.36% in TYM. This could prove to be a very smart move soon ....

Good luck, Brighty

Exactly. DGI is building a great team or as the CEO eloquently says today "building a significant company in the sustainable mobility sector"....

Good luck, Brighty

Excellent organic growth from ABDX. Just what investors want to see:

* Strong commercial progress across the Group.

* FY 2024 revenues will be approx £6.1m, 52% ahead of FY 2023.

* H2 FY 2024 revenue growth of 55% compared to H1 FY 2024 and 27% compared to H2 FY 2023.

* Cash balance of £1.3m at 30 June 2024 (31 December 2023: £2.0m) with Q4 2024 being cashflow positive.

Looking better and better each year here....

Good luck, Brighty

Exactly. The Investor Meet Q&A service normally follows Half Year, Full Year, Fund Raising, JV and major company developments in my experience.....

Good luck, Brighty

Exactly and as we know HE1 has very quickly gone up 100% - 200% - 300% on the back of news. A rise to 3p sounds reasonable, for starters....

Good luck, Brighty

Exactly Fearg. The big opportunity for Sareum now that we are a P1 clinical company is that most license deals with big pharma happen at platform and discovery stages.

* A reminder that the average upfront payment for licencing Discovery Platform drugs in 2023, according to JP Morgan, was $47 Million and the average Preclinical licencing deal was $55 Million. The average P2 licencing deal in 2023 was much higher at over $300 million.

* Some of the licencing deals over the last 12 months, see below, have been incredible. Could SDC1801 be next now that the data is starting to be analysed?

* 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.

So, if we take JP Morgan's $47 Million - $55 Million average for a pre-clinical licencing deal in 2023 that bodes well for Sareum's SDC1801. If we move to P2 with a partnership the sums involved are even greater in the hundreds of millions....

Good luck, Brighty

Exactly right. HE1 could seriously multi-bag from here with EWT news .....

Good luck, Brighty

Good one Warthog. Not "Dreamer" though, more like "Take the long way home" (to £7.50...!) 3rd single from Supertramp's 1979 Breakfast in America Album. Seriously though, a good RNS today which adds further credibility re the Sareum science. A sustained rise is very possible from today, especially if we get a licencing approach....

Good luck, Brighty

Licencing deals over the last 12 months, see below, have been incredible. Could SDC1801 be next?

* 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.

So, if we take JP Morgan's $47 Million - $55 Million average for a pre-clinical licencing deal in 2023 that bodes well for Sareum's SDC1801....

Good luck, Brighty

Exactly. I'm sure most of us on here would prefer a prolonged steady rise in to the hundreds of pence rather than a short term spike. A sustained climb over the next few months, just like we had in the 12 month period between mid 2020 and mid 2021 from 25p to 450p is much more favourable.....

Good luck, Brighty

Exactly. When the positive SDC1801 UKRI data was released in 2021 the Sareum share price actually went on a 44 day surge, so your point about a prolonged rise is very possible here. It happened last time....

Good luck, Brighty

The RNS today opens the door for a licencing deal for SDC1801 with a major pharma. It's worth remembering that the average P1 licencing deal in our sector in 2023 was $50 Million approx and the average P2 licencing deal in 2023 was over $300 Million. Source JP Morgan......

Good luck, Brighty

Yes, 3 years ago today on July 1st 2021 we had the UKRI data confirming SDC1801 had a profile "superior to the anti-inflammatory steroid dexamethasone" and "similar to the JAK1/JAK2 inhibitor baricitinib". Three years to the day we now know SDC1801 continues to be as good as predicted with the latest RNS. The July 1st 2021 RNS saw the share price sky rocket to over 450p by August 2021. In the 12 month period prior to this the share price had been 25p. i.e. the rise was stratospheric between 2020 and 2021. The next few months look very exciting for Sareum shareholders....

Good luck, Brighty

A quick reminder:

*July 1st 2021 was a big day for Sareum with the UKRI data confirming SDC1801 had a profile "superior to the anti-inflammatory steroid dexamethasone" and "similar to the JAK1/JAK2 inhibitor baricitinib".

* As the excitement builds it's worth remembering that SDC1801 is the very same drug candidate we are awaiting P1a data on. We know it has already proven better than dexamethasone, this bodes well for the next RNS.

* The July 1st 2021 RNS saw the share price sky rocket to over 450p by August 2021. In the 12 month period prior to this the share price had been 25p. i.e. the rise was stratospheric between 2020 and 2021.

* Moving to the present day: Here's to Monday July 1st 2024 for another big announcement regarding SDC1801 and the P1a data.

* Better still confirmation that we are moving in to a P2 trial with a multi million pound licencing deal.

* It's worth remembering that the average P1 licencing deal in our sector in 2023 was $50 Million approx.

* The average P2 licencing deal in 2023 was over $300 Million. Source JP Morgan......

Good luck, Brighty