Member Info for Brighty1

R&D and M&A depts of major pharmaceutical companies will know that following treatment with SNG001 there is an 86% relative risk reduction in hospitalisation. This 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

Exactly right. Upland confirming today that it has commenced preparation for the SK334 exploration campaign is long awaited and big news for investors. We'll be getting news across a number of fronts, covering:

* license undertaking through a Production Sharing Contract

* commencement of formal farmout process

* well planning and drill site preparation

We've also had confirmation that:

* "several oil & gas seepages were recorded in the prospective areas"

* "a hydrocarbon micro seepage oil study has confirmed the presence of active petroleum systems in the area".

* "The SK334 block shares the same geological setting and basin history with significant discoveries in the Belait, Jurdong fields and the neighboring billion barrel Seria Field in Brunei".

An excellent update....

Good luck, Brighty

Exactly. Most on here are investing for the 1000%+ rise on the back of Prevail successfully aiding HEMO with the FDA, clinical trials and then a licencing deal. A reminder that many of the licencing deals being struck in the pharma space this year have been in the $10 million to $100 million upfront cash bracket and 4 of the licencing deals in 2023 so far have achieved over $100 million in upfront cash payments. It's not rocket science to see why Prevail Partners were happy to subscribe for shares at a premium of over 240% at 6p+.....

Good luck, Brighty

Big news in the pharma sector from HEMO today with the company announcing that CBR can potentially be used to develop new treatments for cancers, as well as for solid tumours. This is a break through in the sector and for HEMO in proving CBR's viability. Now we know why Prevail Partners were so enthused about investing in HEMO....

Good luck, Brighty

Exactly and we should be hearing about the rig selection following the meeting in Holland earlier this month plus the JTS report. Once we know more on the PSC too we should then see your 10-15p a share prediction become a reality.....

Good luck, Brighty

Funnily enough KoolKat I agree with most of your points re Sareum, including your observations about our Chairman, the BOD selling shares, our RF deal, consolidation, PH etc etc. I've been pretty vocal on this too. It's all been handled badly by the company. Where, perhaps, we differ is that I am very optimistic (bullish as you call it) about our long term prospects. I'm interested in the global patent expiry pipeline opportunities, in particular. e.g. the fact that J&J’s 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 is a very big opportunity for Sareum. I've had one x24 from Sareum by holding for 10 years and I'm hopeful that this will be repeated again from these levels with a takeover in the coming years....

Good luck, Brighty

OK for those on here querying the huge value that big pharma attach to new innovative drugs to add to their legacy pipelines here are just a few of the recent transactions....

Amgen purchases Horizon Therapeutics for $27.8 Billion (yes, 27.8 Billion)

Pfizer acquires Global Blood Therapeutics for $5.4Billion

Pfizer buys Biohaven Pharmaceutical for $11.6 Billion in Cash

Affinivax bought by GSK for $2.10Billion

AstraZeneca acquires CinCor Pharma for $1.8 Billion

Thermo Fisher Acquires PeproTech for $1.85 Billion

Pfizer buys Arena for £6.7 Billion

AZ pays 1 billion for KYM Bio

AZ pays $2 Billion to partner Quell Therapeutics

Lilly’s acquires Versanis for $1.925 billion

SOBiovitrum’s CTI Bio deal for $1.7 billion

Astellas buys Iveric Bio for $5.9billion

GSK's pays £1.6Billion to buy Bellus....

As you can see big pharma do pay BIG bucks for smaller rivals. If SRA737, SDC1801 and 1802 get to P1/2 then, yes, one day we could wake up to an RNS announcing something similar to the deals noted above....

Good luck, Brighty

£5 billion+, judging on recent deals. That is approx x 15 of the current AVCT share price at £1,980 per share. It's very possible when you view the deal sizes in our sector currently. It could be much higher though. Re Sareum, I'm in the Potnak camp at £2 Billion for a takeover once SRA737 / SDC 1801 / 1802 are in P1/2 trials...

Good luck, Brighty

Yes, both AVCT and HEMO have exciting news to reveal. With HEMO all eyes will be focused on any hints about FDA progress, clinical trial news & or licencing. Prevail Partners' subscription of 11,066,667 shares at 6p a share was for a reason. They were very bullish about the significant value inflection point via our clinical trial. It's pretty obvious that a positive whiff of a prospective licencing deal could easily propel our share price way past 10p a share based on the kind of deals being agreed in the pharma space this year. A reminder that many of the licencing deals reported in 2023 were in the $10 million to $100 million upfront cash bracket and 4 of the licencing deals this year have achieved over $100 million in upfront cash payments. It's not rocket science to see why Prevail Partners were happy to subscribe for shares at a premium of over 240% at 6p+.....

Good luck, Brighty

Agreed Laura and welcome to newer interested PYCers! Some info for newbies: 3p is very possible here in just 1 session. A few more contract gains and we will be back at the 52 week high of 6.60p and that's before things really start to take off....

Good luck, Brighty

Lol KoolKat15, you cheeky chappy! Most of my SAR posts are crammed with Due Diligence. See the last few Sareum posts from me>

1. JP Morgan's Q3 2023 Biopharma Licensing and Venture Report and its relevance to SRA737 and SDC1801 and 1802

2. Forthcoming patent dates between now and 2029 and the billions they are worth to big pharma and the big opportunity for Sareum.

3. Tim Mitchell’s background as the inventor of the obesity drug Oblean® (cetilistat) and his link therefore to Takeda.

I post here to share what I have gleaned from Trade publications / Journals & company briefings. As for share prices dropping rather than climbing wherever I post???? My investments are looking rather fab thank you very much. Sareum sold at x 24 from 0.35 to 8.65 in my isa. I am still a significant Sareum holder in my Sipp. I see you bought in after most LTH’s and are a bit hacked off about that. I get it but it was a 10 year investment for me. If you stay here another few years you will probably be happy, like me. Sareum still has huge potential. As for some of my other recent share successes: UPL up x 8, POS up x 10, GGP up x 14, GST up so far x 3, Avct up x 4 etc I was also an investor in ARB which went up from 6p to 243p for me (and went much higher to over 300p but I’d bailed by then) Plus the rises for two other investments in NCYT and SNG were super. Almost all of which, by the way, were held in ISAS and SIPPS.

If you want to come on here and rubbish a fellow poster get your facts right. i.e. Almost all my posts on Sareum have useful information and research that I have collated from the pharma industry. It did me rather well with Sar going up x 24 and I think it will do my very nicely - again - when SRA737 and SDC1801 and 1802 reach their next value inflection points.

Good luck, Brighty

Final Results from WEB will be published within days, judging by previous RNS'. In 2017 they were announced on 21st November and since then it has been between 21st and 30th November each year....

Good luck, Brighty

Exactly right and it's a lot easier to double the share price from 2p to 4p from this level than from sub 1p etc. i.e. if we are at 2p approx and a positive RNS lands then 4p-5p is very likely. We could then be up to 10p quite quickly based on what we know happened at ARB and that's just for starters....

Good luck, Brighty

Tempest Therapeutics gained 3,973% last month so there is hope for N4P. It's interesting to note that Tempest had a similar share price implosion to N4P's which saw it fall to approx $1 US dollar before results from its liver cancer trial were unveiled. Interestingly their MCAP had collapsed similarly to N4P's at $3 million. It then rose from $3 million to $130 million last month. Come on Nigel, we would like a x39 gain for N4P rather than what you've delivered so far: 30p to 1p is a shocking performance....

Good luck, Brighty

Yes, totally agree about 2p again soon and in the medium term we could be looking at an ARB style rise here, which went from 5p to 250p in a few months (& intra day over 300p+). GST is just getting started....

Good luck, Brighty

Exactly right. As we know Prevail InfoWorks is acting as the Contract Research Organisation (CRO) for the upcoming Phase I clinical trial, which as per the September 18th RNS stated is "expected to commence in 2023".

This will then create the anticipated "value inflection point" for HEMO investors that Prevail's CEO, Mary Schaheen, has mentioned. i.e. Prevail know the true value attached to being a clinical company is a MCAP many multiples of our current share price. e.g. The average licencing deal in our sector in 2023 was $47 Million dollars. Let that sink in....

Good luck, Brighty

Yes, those rises were amazing. See below. Anything is possible......

NCYT 7p to 1210p

ODX 7p to 126p

AVCT 14p – 215p

SNG 6p to 240p

PYC 1.5p to 30p

VAL 6p to 60p

GGP 2p to 35p

ARB 5p to 250p

SAR 0.3p to 9p

UPL 0.5 to 5p

POS 2p to 25p

OBD 10p to 45p

And last month TPST went up x39....

Similar meteoric gains for GST investors could happen here....

Good luck, Brighty

Yes, the appetite for buying GST is currently relentless and we could be back at 2p within the next day or so. The daily fluctuations in the GST share price are almost irrelevant. Jack Bai and his team are building something special here. There's little doubt that this could do an ARB, GGP, UPL, TPST, NCYT, SAR, SNG, POS mega gain....

Good luck, Brighty

Exactly.

* "GST greatly encouraged by the market traction the GS20 Exchange is enjoying".

* "The GS20 Exchange is generating revenue for the Company via trading commissions at varying levels depending on the type and size of transaction undertaken".

That's clearly very good news indeed and what we wanted to hear. We are up and running. Next stop 2p, then 5p and in due course 50p a share.....

Good luck, Brighty

For those of us who invested in NCYT / SNG / GGP / ARB / SAR / POS etc on their amazing rises you'll know that treeshakes just like this happened regularly. You just have to ride them out.....

Good luck, Brighty