Member Info for Brighty1

Yes, and it looks like Dr. Sargent is already having a significant impact at PYC using his contacts from NIHR.

The bigger picture is that the the global Neutropenia treatment market was valued at around USD 15.37 billion in 2022 and is expected to increase to approximately USD 23.14 billion by 2030.

The CDC has reported that each year in the United States about 650,000 cancer patients receive chemotherapy treatment at an outpatient oncology clinic. These patients have a significantly increased likelihood of getting Neutropenia.

* Neutropenia is widely regarded as the most severe form of hematologic damage that can be caused by chemotherapy for the treatment of cancer.

This is a biggie for PYC....

Good luck, Brighty

Great post Muck. Salmonella is a big market to be targeting. In the USA the CDC estimates Salmonella bacteria causes about 1.35 million infections, 26,500 hospitalizations and 420 deaths every year (In the US alone). When you multiply this with the global population it's a significant opportunity for ABDX....

Good luck, Brighty

Potnak, I felt your posts were pragmatic and I agree with them. Basil and Gunner, you make some very interesting points about our Chairman. The jury is out.

One point for everyone to remember though 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 grant funded Covid-19 research project which showed that SDC-1801 was superior to the anti-inflammatory steroid dexamethasone and similar to baricitinib.....

For the above and because of the 2025-2029 patent expiry data that I recently posted (worth billions) I am keeping the faith. However, yes, I would like to see a more dynamic approach from our Chairman and CEO also....

Good luck, Brighty

Often in business "It's not what you know, it's who you know". So, it is very pertinent to remind everyone here that Prevail's advisory board includes Dr. Lester Crawford. He is the former Commissioner of the FDA. Hello, that's a bit of a BIG clue!

Their other advisory board member is Todd Plott. For the avoidance of doubt "He's been involved in 9 different development programmes that have received approval by the U.S. Food and Drug Administration (FDA) and other international regulatory agencies", according to Prevail's website.

Prevail are clearly excited about HEMO and its prospects. The President of the company could not be more bullish:

"Everyone at our fund is confident in the growth and success of Hemogenyx Pharmaceuticals as they develop CAR-T cells to target acute myeloid leukemia. Furthermore, Hemogenyx Pharmaceuticals has a seasoned management team with the expertise to accelerate the company to a significant value inflection point through the completion of its planned clinical trial.” Mary Schaheen, President and Director of Prevail Partners......

Good luck, Brighty

Spot on. Prevail Partners are likely to be instrumental in not only guiding Hemo with the FDA but also securing a licencing partner. In a nutshell, positive FDA news will be very big news for HEMO but becoming a clinical bio business will be a game changer for our Mcap and share price. Plus, don't forget that United Therapeutics’ market value jumped approx $300 million with their Prevail backed trial for LungRx....

Good luck, Brighty

More Due Diligence for you. Patent expiry dates are the big driver for M&A decisions in our sector and the very good news for Sareum shareholders is that there are some very significant and noteworthy patents due to expire within the next 2-5 years, worth billions of pounds.

• Merck MSD’s Keytruda and our combo with100% regression of tumours in lung cancer (2019) is probably the standout opportunity. With reported annual sales of over $14.38 billion the patent expiration is 2028.

• We touched on Japanese based Takeda over the weekend regarding our latest patent success and our CEO’S existing links with the company via the obesity drug Oblean® (cetilistat). Here’s a little gem for us all to digest. Entyvio’s patent expirations is just 2-3 years away in 2026. It has reported global sales of $4 Billion and the maker is, yes you’ve guessed it, Takeda.

Another company exposed to the expiry of patents – and who therefore could be an acquirer of Sareum - is Bristol Myers Squibb. They potentially could be losing exclusivity soon of Revlimid, Eliquis and Opdivo.

• Revlimid has reported global sales of $12.1 billion and its patent expiration is said to be by 2026.

• Eliquis with reported sales of over $9 billion has a patent expiration between 2027 & 2029.

• Opdivo, with reported annual sales of over $6 billion has a patent expiration dated of 2028.

Other patents expiring soon and which could prove pivotal for SDC1801/1802 and SRA737 include:

• Johnson & Johnson’s Stelara with reported annual sales of over $7 billion has a patent expiry date of between 2025 / 2026. This is very pertinent indeed to SDC1801 as it is used to treat plaque psoriasis, psoriatic arthritis and Crohn’s disease.

• Novo Nordisk’s Victoza, with reported annual sales of $3 billion. Patent expiration date imminent.

• Novartis’ Cosentyx with reported annual sales of $4 billion has a patent expiration of between 2025 / 2026.

• Amgen’s Prolia/Xgeva and its reported annual sales of $4 billion has a patent expiration of: 2025 / 2026

• Eli Lilly’s Trulicity patent expiration date is between 2027 to 2029. Trulicity has reported annual sales of $5 billion+.

• Merck’s Januvia & Janumet patent expiration date is imminent. Januvia & Janumet has reported sales of $5 billion+.

• Pfizer’s Ibrance with reported annual sales of over $5 billion has a patent expiration date of 2027

• GSK’s Dolutegravir with global annual sales of approx $6 billion has a patent expiration of between 2027 to 2029

• Regeneron /Bayer’s / Eylea has a patent expiration date of 2026. Eylea’s latest reported annual sales are $8.36 billion.

Key patent expirations: 2025 to 2026

In summary, 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.

Good luck, Brighty

Exactly and what is also really encouraging for HEMO investors about Prevail Partners is their proven ability to attract licencing deals. In the pharma sector the deal sizes to licence innovative new treatments are mouth watering:

- Pre-Clinical IND = $60 Million median deal size

- Phase 1 = $73 Million median deal size

- Phase 2 = $100 Million median deal size

* Large-cap biopharma companies (market cap of $50 billion+) are still signing $100 million-plus upfront deals

Prevail Partners clearly have been encouraged by what they have seen at HEMO. Hence why they paid a 200% premium of 6p+ a share for a piece of the forthcoming HEMO action. They want "attractive returns" from HEMO, that is their resin d'etre. They know the big bucks major pharmas pay and how to extract the best deals. i.e. in Q2 of 2023 $1.2 billion was paid in total upfront cash and equity in licensing deals and $28.2 billion in total milestones-based payments were agreed in Q2 of 2023 in our sector.

https://www.jpmorgan.com/content/dam/jpm/commercial-banking/insights/life-sciences/jpmorgan-q2-2023-biopharma-licensing-and-venture-report.pdf

Good luck, Brighty

Every RNS from TYM these days just gets better and better. A JV or maybe even 2 JV's could be happening soon...

* All five projects are now at a stage where drilling priorities can be developed. One of these, Konkola West, is now subject to a term sheet for a joint venture and other projects have been subject to unsolicited joint venture interest from major companies.

* Nearly US$10 billion of investment into new copper mine development in Zambia has been announced in recent times as a direct result of the Hitchilema government's more mining-friendly policies. This is generating a high level of interest in copper exploration in Zambia and we are well placed to benefit from this."

* Areas A1 & A2 are targets for traditional Copperbelt sediment-hosted mineralisation where known deposits in Zambia and the DRC range in size up to supergiant size (>25mt contained copper).

* 248 soil samples were initially collected on a 200m x 200m spaced grid at the A1 and A2 targets. A further 311 samples were taken as an infill of the A1 grid at 100m x100m spacing and at 50m spacing along three east-west lines.

* pXRF analytical results at target A1 have outlined a significant open-ended copper anomaly with soil samples above 80ppm covering an area of 3 km long by up to 1.5 km wide, peaking at 280ppm copper.

* A high-grade area within the A1 copper-in-soil anomaly with values above 200ppm and averaging 231ppm copper has dimensions of 400m x 150m.

* pXRF results at target A2 show very high copper values, up to 1,239ppm copper in organic-rich samples from the perimeter of a marsh (dambo). The copper in this hydromorphic anomaly is likely transported and may be linked to the source of the A1 copper-in-soil anomaly.

Good luck, Brighty

Yes, well worth checking out the recent RNS' and videos posted by the company regarding"unsolicited joint venture interest from major companies"....

Good luck, Brighty

Yes, our CEO really is the inventor of the obesity drug Oblean® (cetilistat). Dr Harry Finch, Dr Michael Owen and Dr Tim Mitchell are old school GSK guys. It's why I'm still invested in Sareum. More due dilligence for you but Dr Finch was the co-inventor of the asthma drug Salmeterol, which is used to treat COPD (covid). I believe he was/is a mentor to our CSO John Reader and is regarded in the sector as a patent's guru. i.e. 50+ patents to his name. In addition to the bio's you mentioned - GSK, which has a number of patents due to expire in the next few years worth billions per annum, and Amgen and MSD - don't rule out Eli Lilly and AZ. We know from the Workman / Garrett March 2020 report that SRA 737 Chk1 was synthesised with gemcitabine (Eli Lilly) with extremely encouraging results. Plus the data released in June 2019 showed 100% regression of tumours in lung cancer (Merck MSD ICB -Keytruda). It's Friday evening guys. Ignore the Puma musings and look at the bigger picture and facts above. This is why we are invetsed in little old Sareum. Our pay day is coming....

Good luck, Brighty

Japanese based Takeda is actually a very interesting shout, Basser and Silverfoil. For those that like their due dilligence here's one for you. For those that are not aware our CEO Tim Mitchell is the inventor of Oblean® (cetilistat) which Takeda did a colloboration with from Norgine following the Alizyme Therapeutics deal.. i.e. Takeda will be fully aware of how good a scientist Tim Mitchell is. One to watch......

Have a great weekend everyone.

Good luck, Brighty

Encouraging patent news today for SAR for SDC1801 from the Japanese Patent Office. Ducks in a row....

Good luck, Brighty

I would certainly be very interested to hear at the AGM what Lauren Williams' IR strategy for Sareum is? It's clearly not working, whatever it is....

Good luck, Brighty

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

Post of the day. Well articulated. We are all invested in SNG to make money....

Good luck, Brighty

Fantastic. Only bought this on 24th Oct for just under 1 p. Now already over 4.40 p. Lets see if we get to 7 p as predicted by many on here. By the way VAL, TYM, GST, AVCT and HEMO look to be the next big 2023 multibag gainers for those that are interested....

Good luck, Brighty

Yes, in answer to your question here's a case study about Prevail's investment in United Therapeutics LungRx Triumph-1 trial. It supports the investment case for HEMO investors perfectly. i.e. Prevail are likely to be instrumental in not only guiding Hemo with the FDA but also securing a licencing partner:

* “With Prevail, we launched this trial on time, after a very short start-up period,” LungRx press release

* “We believe that the Prevail system which UTHR has employed for TRIUMPH-1 will allow for more rapid turnaround in data,” C.E. Unterberg, Towbin analyst report.

* United Therapeutics’ market value jumped about $300 million based on the reported results.

The Prevail website is well worth digesting:

* To help promising life sciences companies improve clinical development norms, structure advantageous deals and secure partnering arrangements.

* Prevail Partners is an investment fund focused on life sciences companies. The fund is designed to take advantage of, at very favorable terms, the attractive returns possible in promising scientific advances in the fields of healthcare therapies, preventive treatments, medical devices and diagnostics.

* A uniquely favorable feature of the fund is that Prevail InfoWorks applies proprietary technologies to equip companies in which the fund invests, giving investors comfort that the trials have a high likelihood of success.

Prevail will be looking to do the same with HEMO. i.e. they will be expecting "attractive returns"….

Good luck, Brighty

Yes, including this juicy paragraph: "As ever, the asset remains on sale, so it could also be bought out at any time. I remain confident that the asset will be sold at a huge premium — and so it’s just a case of waiting it out"....

Good luck, Brighty

Exactly. Prevail are fund managers. They are not a charity! They have invested in HEMO for a reason which is $$$$$$$$:

"Everyone at our fund is confident in the growth and success of Hemogenyx Pharmaceuticals as they develop CAR-T cells to target acute myeloid leukemia. Furthermore, Hemogenyx Pharmaceuticals has a seasoned management team with the expertise to accelerate the company to a significant value inflection point through the completion of its planned clinical trial." Mary Schaheen, President of Prevail Partners.

From the Prevail website:

* Prevail Partners invests in firms whom we are confident have bright prospects for growth and faster, surer, higher returns through the execution of their risk-managed and accelerated clinical trials.

* As fund managers, our strategy applies Prevail's expertise in the drug development and monetization process to evaluate and select investment opportunities, equip the process of value creation through successful clinical studies, and drive the realization of that value in a timely and cost-effective way.

* We represent a proven model for advancing and monetizing life science companies' assets.

DYOR but it is pretty clear why Prevail has invested in HEMO at 6p.....

Good luck, Brighty

I get what you are saying but GGP's MCAP was in fact almost identical to TYM's before GGP's meteoric rise from 1p to 35p. DYOR plus, no one is suggesting 6.8p next week for TYM. The chartist highlighted that 6.8p was an outside possibility over a longer period of time. However, 0.93p to 2.75p is doable here for TYM in the shorter term on the back of a successful JV. It's also worth noting that in addition to GGP, you could look at UPL & POS in 2023 as excellent examples of big gains. Both up over x 10 this year before dropping back a bit. Then there's Tempest Therapeutics which rose by x39 last month. It's pulled back but is still up over x18. Its market cap, by the way, surged 127 million in 1 week. i.e. Gains like this do happen....

Good luck, Brighty