Member Info for Brighty1

Hi, SOG. Research is pointing to Johnson and Johnson. Their patent for psoriasis treatment, Stelara, targets psoriasis, psoriatic arthritis and Crohn’s disease. Its patent appears be expiring soon. Stelara has annual sales of over $7.5 billion. i.e. great news for Sareum, as SDC1801 is aimed at psoriasis (& other diseases). However, I wouldn't rule out AZ, GSK, Eli Lilly, Merck & Co, Amgen, BMS or Sanofi either for a licencing deal. Takeda, by the way, is also one to watch re licencing SDC1801. The good news is they all have very deep pockets.....

Good luck, Brighty

Exactly. Investors would relish a P2 trial RNS, especially if it was announced that it was being funded by a licencing partner in a multi million deal.

* $310 Million was the average P2 licencing deal last year according to JP Morgan.

* Likely candidates could be Johnson and Johnson, AZ, GSK, Eli Lilly, Merck & Co, Amgen, BMS or Sanofi.

* All have very deep pockets for big licencing deals....

Good luck, Brighty

It's the “Patent Cliffs" that investors should be getting excited about. The one to keep an eye on is Stelara, which has annual sales of over $7.5 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease. Its patent appears be expiring in the next 2 years. This is great news for Sareum, as SDC1801 is aimed at psoriasis (& other diseases). It's why many of us have been topping up with more SAR shares at these bargain basement prices over the last few weeks....

Good luck, Brighty

Exactly. When I was suggesting 300p a share by the end of 2024 back in October (when we were at 132p a share) the brickbats were flying! I'm still confident that 300p+ a share will be hit by year end.....

Good luck, Brighty

Exactly right. This could bag x 10+ here over the next few months based on a positive update regarding the KoBold JV drilling results in Zambia, which are due very soon. That excludes positive news from other JV's and it looks from the recent guidance that at least one other JV is in the pipeline. Then there's also 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 “Patent Cliffs" are a growing opportunity for much smaller bios, such as Sareum.

* The one to keep an eye on in particular is J&J‘s psoriasis treatment, Stelara, which has annual sales of over $7.5 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease. Its patent appears be expiring in the next 2 years.

* The Stelara "patent cliff" is great news for Sareum, as SDC1801 is aimed at psoriasis (& other diseases).

* It's why many of us have been topping up with more SAR shares at these bargain basement prices over the last few weeks....

Good luck, Brighty

Exactly and KoBold's Mingomba Project is located just 2km northeast of Konkola West. KoBold now believe that the Mingomba Project will become one of the world's top three highgrade copper mines and the really good news is we are right next door drilling at least two deep holes. Not long to wait for possibly huge news...

Good luck, Brighty

2.7g/t gold plus ****nic & mercury at 1,000 times background announced today.

this is yet more good news from tym. in summary they are announcing today at its brunton pass project in nevada that:

* coherent electrical chargeability anomaly, typical of sulphide mineralisation prospective for copper and/or gold, extends through all ip survey lines.

* chargeability anomaly is spatially related to previously identified

* a surface alteration zone in trench t11 where pathfinder elements ****nic and mercury are at 1,000 times background

and

*a gold-bearing zone in trench t2 where sampling yielded values up to 2.7g/t gold

ceo statement:

"the ip anomaly defined by this survey is large and present over the full 700m length tested by the survey. the results from our previous rock, soil and trench sampling all vector towards this anomaly which is now a compelling drill target for the discovery of an epithermal gold and/or porphyry deposit.

"much attention has been focussed on our copper exploration projects in zambia, particularly on the konkola west project where drilling is in progress that has the potential to deliver transformational results for the company. however, we continue to advance our key projects in nevada, so i am pleased to be reporting these new results."

looking good here.....

good luck, brighty

Exactly. P2 is also much more valuable from a licencing perspective. $310 Million was the average P2 licencing deal last year in the pharma sector (Source: JP Morgan). The P1 average was in the $47 million to $55 million space last year (JP Morgan). Therefore, chasing a P2 licencing deal would be much more attractive. Either way we win.....

Good luck, Brighty

Exactly and it's not just AZ signing Phase 1 licencing deals recently. In the last year Eli Lilly paid Confo Therapeutics $40 million US Dollars 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

Another key point to factor in is that we've not had a negative outcome in any of our research / trials to date.

For example:

* The June 2019 data showed 100% regression of tumours in lung cancer

* The Workman / Garrett March 2020 report showed that SRA 737 when synthesised with gemcitabine had extremely encouraging results

* We've also had the data from the UKRI project which showed that SDC-1801 was superior to the anti-inflammatory steroid dexamethasone and similar to baricitinib. The bull run up to that UKRI announcement in July 2001 saw the SAR share price climb in a few months x 6 from 1.5p (75p now) to over 9p (450p now). I am expecting a similar re-rate on positive P1a data. i.e. x 6 from here is over 150p. That's a x 15 for those that bought in to the 10p WRAP offer. It's possible and we know it's happened before.....

Good luck, Brighty

Exactly right. The average licencing deal for platform and discovery candidates in 2023 was $47 million and $55 Million respectively. The $63 million KYM licencing deal for its P1 candidate was at a slight premium to that.

* The average Phase 2 upfront licencing payment in our sector was much higher at $310 million in 2023.

* In the not too distant future we could be waking up to an RNS announcing a licencing deal for SDC-1801. Why would anyone want to miss out on that opportunity?

See the link to the full report on up front payments for licencing deals in our sector in 2023 below...

Good luck, Brighty

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpmorgan-dec-2023-biopharma-licensing-and-venture-report.pdf

Exactly. $310 Million was the average P2 licencing deal last year. That would keep the lights on for quite a while......!

Good luck, Brighty

Exactly. That's my point. The market would absolutely love a P2 trial RNS, especially if it was to be funded by a licencing partner in a multi million deal. The JP Morgan document posted on here regarding licencing deals in 2023 in the pharma sector indicates the kind of deal size we are looking at. $310 Million was the average P2 licencing deal last year.....

Good luck, Brighty

What makes the P2a study particularly interesting and exciting from an investment perspective is that whilst the average licencing deal for platform and discovery candidates in 2023 was $47 million and $55 Million respectively the average Phase 2 median upfront licencing deal in our sector was much higher at $310 million. Source JP Morgan. The link to the full report is below....

Good luck, Brighty

https://www.jpmorgan.com/content/dam/jpmorgan/documents/cb/insights/outlook/jpmorgan-dec-2023-biopharma-licensing-and-venture-report.pdf

Well done, I've likewise added 93,059 more shares in SAR earlier this week in 2 tranches of 69,908 and 23,151 shares respectively. I'm expecting this to significantly re-rate over the coming weeks. Good Riddance to the disastrous RF funding. Normal service can now be resumed. Time for investors to top up and buy in ahead of the P1 results......

Good luck, Brighty

Exactly. Those are some cracking "facts" to remind us of why we are all invested in Sareum. The gains really can be stratospheric in this space, as we have already seen with Sareum and others in the past. We just require positive data now from Australia and the share price will react accordingly. ARB, in another sector, is another great example. 3p to 300p......

Good luck, Brighty

Exactly, I was buying these at 0.4p via the Primary Bid offer in June 2019 and had been snapping them up for below .3p in 2015. It's interesting to note that the share price then was pretty comparable to where it is today, since the 50-1 consolidation of shares. If we get good news on the P1a trial this will soar back up again as it has done in the past. Maybe not by your 4,600% example but if we do get a significant licencing deal from a major player then 200p to 300p is not un-reasonable....

Good luck, Brighty

Exactly. SRI has advanced more than 200 drugs to clinical trials, and 25 have reached the market. This looks an excellent partnership for N4P and could be a game changer....

Good luck, Brighty

It's the licencing opportunities for 1801 that are keeping me focused short-medium term. i.e. $47 Million was the average licencing deal in our sector in 2023. Positive MAD data out in Q2 will kick things off with big pharma. Our share price will then have a 1 or a 2 in front of it if we get a similar sized deal.....

Good luck, Brighty