Member Info for COBRADAN

Serious pipelines to market in Australia, all the big companies plus see top 50 pharmaceutical and R&D companies. Take you pick of who they could be buddying up with… very strategic big plaudits to SAR
https://www.pharmaspecialists.com/2022/09/top-50-pharmaceutical-companies-in-australia.html?m=1#gsc.tab=0

Much to my disappointment… . the current SP after all the consolidation/dilution and the malarkey with the CTA etc makes on the flip side, what looks to be a really strong punt if you were looking to invest. From the vantage of a fly on the wall you could if this comes together, from such a low SP, sweep up knowing when and which way this was heading. Nothing is without risk but if only SAR comes up heads… the current low SP looks like it is going to make some people very happy… GLA

Off topic somewhat, but some time ago I watched Jackie Stewart throwing the gauntlet down to the ridiculously slow process of finding a cure or therapeutic treatment for dementia an illness that was fast taking his wife away from him… finding, developing and bringing a drug to the shelf being so impossible or lengthy was something that he could not accept….and he likened the fast track approach the McLaren and Redbull have to finding solutions to a problem… he said when referring to dementia that “There is no cure at the present time, and my logic is using Formula 1 and motorsport, we’re bringing all our young PhD [students] into Red Bull and into McLaren to let them see how fast problem solving is achieved. The same culture as in Formula 1, we want it with dementia”
If only we could apply some of the F1/motorsports approach to the whole research, development, trials and push over the chequered flag into the medical professions ****nal.
It also would appear that there are far two many patents that are themselves, until they have expired holding of the new trials and the licensing of many drug developments
GLA

SG/Potnak both very informative in helping I am sure not just my but others understanding. The very same business acumen that SG refers to in that GSK would not want a competitive compound in the market that may likely lose revenue on the commercialisation of the Tesaro pipeline which they paid 5,1 billion for in 2019 seems to be part of the whole Pharma stumbling block that holds back much needed development and availability on the shelf of life saving drugs. If 737 is the game changer then I hope it has the opportunity to see some advancement, at the right time, now it has been given back.

Also understand that our focus needs to be 1801/2.

Both valued responses thank-you GLA

TM…That’s a fresh perspective and each theory would if correct help to bolster my confidence that this is favourable… it will be interesting to see the views of others and how this plays out…thank you.

If 737 really is a pharmaceutical break through, which incidentally I very much hope for all those in need it is just what the medical professionals need, why would one of the worlds leading pharmaceutical companies allow their subsidiary company to give it back? I am sure the answer must be obvious to others, but if the math or potential significant revenue exists….why would GSK not do everything they could to hold on to a golden egg?

I would like to think he is on board his yacht and sailing the Med, if not Thoth would be very welcome in the Caribbean, plenty of schooners looking for proficient skippers, but wherever he is and whatever his SAR holding is or isn’t I am certainly happy to join the line of the many on LSE to wish him well.
I am hoping that early Qtr 2 we can see some transparency on what is occurring; a progress report against the CT’s, what else they have or are working on in their pipeline or even if contractually unable to declare a simple statement that a MOU or NDA has indeed been entered in to, thus limiting there engagement with the shareholders. GLA

What’s that nonsense about all bail out, if anything it’s bail in time, SP at a level that would give a speculative investor more than a relevant return if the right RNS lands. If however the news is not as positive as the shareholders would like to hear I can’t see it coming out before the AGM as the BOD will be hoping to side step a public lynching. I still commend those positive posters, but seriously now is not the time to keep “polishing” the science if it is what you claim it to be nothing changes by harping on with the cut and paste; what we need to focus on is 1) driving out the update on the Clinical Trial Approval as it is simply not acceptable to leave this hanging…. It doesn’t look good though, however you dress this up. 2) Having an understanding of plan B for 1801 3) SAR giving us a comms on what other revenue or pipeline of opportunities they are working on. We need all these most salient points so we can make an informed view, which and I am not polishing, could hopefully well mean “All bail in” GLA

Afham sorry , what I also intended to say was Thankyou for your message it was well received.

Afham a respected member always, your considered message is one that I will take note of and I couldn’t concur more with your projected true valuations. Over the years on this forum, yes we’ve seen many so many professional disrupters or so called wombles.
As a heavily invested share holder whom is well read on SAR I can see the potential and depth of reward that may be ahead of us, what that doesn’t mean is that I will ever accept a personal ousting , by someone that has distorted my post, neither should I standby and watch the same occurring to others, providing I think, as you wisely raise caution, they are of a genuine nature, who express varying views. GLA particularly for World Cup

SadoG did I mention you specifically?…no!...I have no doubt whatsoever in SAR, heavily invested… but reading constant ramping on no news takes away credibility ramp on all you like today though. Plaudits to SAR.

Great comms ….Tim…. "As we assess opportunities to further develop this asset, subject to discussions with our partners, this is an encouraging development which reinforces our confidence in the potential of SRA737."

“Partner (S)” !!!!
GLA

CTA acceptance. Clearly SAR derailed themselves with their last RNS, they always leave gaps in their communications which makes everyone default to filling gaps in with bad news. Surely it’s in the interest of SAR to communicate with utmost urgency the following.
All we really need to know is how long will a resubmission take?, when are they going to resubmit? , what do they need to resubmit? (I think they should declare this) , when will the clinical trials take place if they do gain CTA? If they have the right answer to these questions it’s not insurmountable and I definitely am not ramping , to believe that for anyone looking to invest at the current SP there’s an easy doubling up on value invested within touching distance with the CTA. Very tempted myself to go deeper on such a low SP. I just can’t get my head around the business acumen of the SAR internal and external leadership team. GLA

Lazarus , yes nothing worse than a board who cascade a communication without as they state formal written notice of their position. They should have held for the written notice and or even delayed that until the GLP had added their observations.

This is about the process to evaluate, it simply looks like, let’s call it the audit process for the study has been rejected, so go away and rewrite the process, it’s like failing to demonstrate an ISO…. Things like demonstrating an Appropriate Facility. Separation between work areas, test systems, and other such things are stipulated by the GLPs. ...
Clear Roles. ...
Agreed-Upon Study Protocol. ...
Record-Keeping. ...
SOPs. ...
Calibrated Instrumentation. ...
Quality of Media and Reagents. ...
Training Records for Study Personnel
This is not a failing of 1801, that is not in question at all. But what I would say is that someone needs to step up, accept responsibility and implement any corrective measures to demonstrate they have the right means , people, process and audit procedures to undertake the clinical study. It’s basic stuff for an R&D Company so it’s embarrassing and an unnecessary back step not of 1801 itself but the commencement of the trials. “It’s bad news, it’s unacceptable, it is unprofessional but it’s not a failing in any shape or form of 1801” Sareum sort yourselves out, this is a proper double face slap moment amongst your pharmaceutical piers. The market is going to kick SARS derrière in the morning for no other reason that they can’t get demonstrate their core competencies. Last comment … this is painful, and why don’t SAR simply state in the RNS in simple terms so investors understand what they are saying.

3rd party JV to take SAR through next stages of development and trials becoming a likely option I think, never more so than now at current SP.
For those of you holding the debate together on SAR on this board well done, your dedication being limitless to what you will discuss and ponder over. I am hoping that our susceptibility to large investor at this stage of development and trials , or a large Pharma is as we move in to November going to separate SAR from the rest of the low investment, high reward business on aim. You don’t see many oven ready businesses waiting for a significant occurrence (s) GLa

Definitely excited about tomorrows meeting, I think it is less about asking questions , but rather instead about listening. I imagine we are all going to be pleased. Itching to understand where additional funding is coming from and whom is getting involved.
GLA

Thursday would make sense to me, wrap it all up in one positive message so significance of any message is not diluted down before....either way Thursday and what is occurring is really positive...GLA

The write up on Merck far more interesting than AZ halting trial..........

What can Merck afford to buy now? ‘ANYTHING’ it wants
With Keytruda bulling its way past the $5 billion mark for Q2 sales, you could say that the top execs at Merck can be believed when they say how keenly interested they are in using its cash reserves for new M&A and licensing deals. Just don’t ask what they’re negotiating to buy right now???? https://endpts.com/what-can-merck-afford-to-buy-now-anything-it-wants/

Figuratively this last next statement released by Sareum in the RNS should be followed by a greatly anticipating, long and flamboyant drum roll.........
"Sareum is actively seeking partnerships/out-licensing opportunities and we expect further news on this front in the next few months"
Of course this was already built in, of course this was on our list of expectations, but now its not just words, its actually happening.
Unlike the members, others wont be sat watching every development at SAR so the likes of articles such as this are welcomed in regard to sharing the significance of this.
Awesome, the BOD there must be buzzing at the moment, exciting times....itching to read the next imminent release of news.
GLA