Member Info for Brighty1

Exactly right. May 2020-August 2021's meteoric share price rise could very well be repeated here again. In 2020 Sareum was at 15p (*0.3p) and went all the way up to 450p+ (*9p). i.e. it multi-bagged x 30 in just over 12 months. A reminder also that Sareum's MCAP climbed to £450 Million 3 years ago, x 10 of our current valuation. There's no reason why a similar Mcap cannot be achieved again as the Sareum business is much further down the line now with SDC1801 P1a results due out imminently....

Good luck,

NOTE: * pre consolidation share price

Exactly & SMMT is actually up 569% over the last year. With SMMT jumping more than 270% in just one day this week it goes to show you what could happen with Sareum shortly. It's also worth remembering that another small pharma company, Tempest Therapeutics, gained a whopping x 39 (3,900%) in 2 days last September on good data.....

Good luck, Brighty

No Cupacoffee, the share consolidation had nothing to so with the rise. 450p was just basically the old 9p. Many of us were buying Sareum shares at 0.2p / 0.3p. The share price then went from these lowly levels to above 9p before the share re-organisation . i.e. over x 30 for some people and x 25 approx for the likes of me. That is why people are posting that from our current 40p, which is 0.08p in pre-consolidation speak, we could see a substantial rise, again, up in to the hundreds of pence if the soon to be released data is positive. The end game here is still a takeover and pre that a licencing deal for 1801 and then 1802. However, given the age of the directors M&A activity is still the most likely outcome at some stage....

Good luck, Brighty

Hallelujah...

Good luck, Brighty

Sanofi is one to watch, regarding a TO.

* A couple of years ago it paid £1.1 Billion with up to a further $350 million in milestone payments for Kymab , co founded by Sareum Non Exec Dr Mike Owen.

* The industry rumour mill has it that Sanofi apparently lost out on the Mirati deal last year.

* Fierce Pharma has also reported that Sanofi previously targeted Horizon Therapeutics but lost to Amgen.

* It's also believed that Sanofi lost a bid for Reata Pharmaceuticals to Biogen.

* Dr Owen will hopefully be lobbying Sanofi about licencing SDC 1801 or a $billion+ takeover deal.

* Sanofi won't want to keep missing out on deals....

Good luck, Brighty

Exactly, Sareum's MCAP was ten times higher at £450 Million 3 years ago. The business is much further down the line now too with P1a results due out imminently. So, as they say "Do the maths". i.e. Sareum has very significant re-rate potential based on its historical MCAP and share price.....

Good luck, Brighty

Exactly, there's every reason to feel very optimistic and especially about a licencing deal for SDC1801. The fact that there were 495 licencing deals in our space in 2023is great news for Sareum. It's worth noting that the average P1 licencing deal in 2023 was $50 Million approx and the average P2 licencing deal was over $300 Million. Source JP Morgan. Bring on that P1a Data Sareum.....

Good luck, Brighty

15p - 20p a share is very very cheap based on the national roll out revenues but I agree it's more than doable in 2024. It is why many shareholders are snapping up the REX, Open Offer and Placing shares at 1.5p, as once the NHS start buying GDR'S MT-RNR1 ID Kit nationally the revenue moving forwards is very attractive for Genedrive:

* £8.5 million from UK revenue per year

* £46.8 million from EU revenue per year

* £34 million from US revenue each year

* £13.8 million from the rest of the world revenue each year

Roll on July 10th.....

Good luck all GDR investors, Brighty

Without a doubt big pharma will be watching AVCT with interest, especially as the max tolerated dose was not reached despite dosing approx 3.5 times the normal level of doxorubicin. That's pretty big news in our space. One day we will wake up to a monster licencing deal or takeover deal. That day just got a bit closer....

Good luck, Brighty

Exactly & with over 77 million people globally having ischaemic strokes each year there is a huge gap in the market for GDR to exploit.

* The key point is GDR's CYP2C19 ID stroke Kit targets the most common type of stroke

* The UK Stroke Association estimate that there are 100,000 strokes each year in our country

* The EU market for CYP2C19 could be worth £93.5m each year to GDR according to recent guidance

* The UK market for CYP2C19 could be worth £8.5 m each year in revenues to GDR

These numbers are not to be sniffed at....

Good luck, Brighty

Exactly a x 10+ here over the next few months is more than possible based on a positive update regarding the KoBold JV drilling programme in Zambia. That excludes positive news from other JV's. e.g. Something on that front might be brewing in the USA and another JV in Zambia, judging by the recent RNS plus and don't forget Sweden. Before the Storuman project was put on ice in Sweden the TYM share price was over 2p a share. Tym has 2.3 million tonnes of mineable fluorspar. That's not factored in at all here....

Good luck, Brighty

Exactly and Sanderson Capital has been adding for the last 2 years and currently holds 7.36% in TYM. Smart move ....

Good luck, Brighty

Exactly right. Gains in this industry can be quite spectacular, as you say. I note you've not mentioned the GDR CYP2C19 ID stroke Kit, which is targeting the most common type of stroke. The UK Stroke Association estimate that there are 100,000 strokes each year in our country.

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.

In summary, with over 77 million people globally having ischaemic strokes each year there is a huge gap in the market for GDR to exploit. The key question is: have they got the right people in place to make the most of this opportunity? Let's hope so.....

Good luck, Brighty

There were 108 licencing deals in Q4 in our sector, according to JP Morgan, which bodes well for SNG.

• In terms of total deal value sizes, that equated to $8.2 billion in total in upfront cash and equity. These are big numbers. Could we be hearing about a licencing partnership for SNG soon?

• There were 15 Phase I deals signed last year, which is almost double compared to 2022.

• The average upfront payment for licencing Discovery Platform drugs in 2023, according to JP Morgan, was $47 Million and the average Pre-clinical licencing deal was $55 Million.

* The really interesting stat for SNG shareholders is that according to the JP Morgan report $310 Million was the average licencing deal in 2023 for P2 candidates.....

Good luck, Brighty

Exactly and clinical trials funded by a licencing partnership with, for example, Janssen. They have been reviewing SNG001 from all the Universal data, as per the briefing from April last year.

If the data is as good as we hope (and expect) you can only conclude that a major pharma, such as Janssen which has been privy to the data, is going to want SNG001 in its portfolio when they know that it:

* "significantly reduces the risk of progression to severe disease and death compared to placebo by 70%"

AND

* as Tom Wilkinson said at the time: " For these higher-risk patients, there remains an urgent need for new treatment options, and this analysis suggests that SNG001 could be a potentially efficacious treatment option for them".

We also know that following treatment with SNG001 there is an 86% relative risk reduction in hospitalisation. That is big news in our sector, both commercially and medically. In summary, a licencing deal for SNG001 is still the most probable outcome rather than SNG going it alone. I expect a licencing announcement will happen soon....

Good luck, Brighty

With the UK pregnancy self-test market to hit $56.7 million by end of the decade the launch of the Saliva Pregnancy self-test in Boots is another milestone moment for ABDX. The deal, announced today, sees Boots becoming the first retailer to sell the world's first saliva pregnancy self-test under its own brand label. Tests will be available in Boots stores and online across the UK....

Good luck, Brighty

Well said Bailiff and Basil. Sareum currently has a MCAP and share price at 10 percent of where it was in 2001. 450p here we come....

Good luck, Brighty

There were 223 licensing agreements signed in the third and fourth quarter of 2023 (115 in Q3 and 108 in Q4) in our sector. In total there were 495 licencing deals in our space in 2023. i.e. a huge opportunity for Sareum and SDC1801.

The volume of in-license deals in the Preclinical, Phase 1, Phase 2 and Phase 3 stages remained steady, with the average P1 licencing deal at $50 Million approx and the average P2 licencing deal over $300 Million. Source JP Morgan. Bring on that P1a Data Sareum.....

Good luck, Brighty

39p is the ASK for 8am....

Good luck, Brighty

Exactly. Bobbler well and truly nailed it in 2020/2021 with his Sareum price predictions. I'm with you on the 40p within days forecast, Bobbler, before a much bigger jump on P1a news.

On a different point mega bucks are being paid by the big boys for P1 candidates. e.g. Last year Eli Lilly paid Confo Therapeutics $40 million USD in an upfront payment for its Phase 1 clinical trial candidate CFTX-1554. As part of the transaction Eli Lilly also agreed a total package of $590 million US Dollars in potential milestone payments and tiered royalties.....

Good luck, Brighty