Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
SOG then read the article.... As for Deucravacitinib let’s wait on the results I have my opinion based on my research here is what the Bods thinks https://youtu.be/1x1_ktQPLik?t=3744 and you have yours “Confident that we will outperform Deucravacitinib in Psoriasis”
Plenty of data out there..............
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8033610/
Acrivon has the right approach with their OncoSignature Test to identify cancer patients most likely to respond to ACR-368 (Prexasertib) before enrolling them and now they have 2 fast track designation studies on the go. NG @ Sierra often spoke about the difficulties enrolling patients most likely to respond to our 737.
https://ir.acrivon.com/news-releases/news-release-details/acrivon-therapeutics-reports-second-quarter-2023-financial
https://acrivon.com/pipeline/
Ok I would of thought that SDC-1801 Patent applications in Europe (EP3864009), the US (US2021387981) and other territories that are still under review would have been important for any potential on license /
Thanks for the update on ph1a results nice to know they will be in this year I must have missed that... but wont they still be recruiting up until May next year, anticipated date of last participant enrolment 7/05/2024
Sadolgit then you should be aware that preclinical has no direct reflection to clinical, anyway the bod had the choice to report and decided not to / Biohaven were happy to report on their first 3 cohorts:
Dual TYK2/JAK1 agent, BHV-8000 - In July 2023, the Company announced that it successfully dosed three cohorts in the SAD portion of an ongoing SAD/MAD Phase 1 study evaluating brain penetrant TYK2/JAK1 agent, BHV-8000 in healthy volunteers. The ongoing Phase 1 study is designed to evaluate the safety, tolerability, pharmacokinetics (PK) and PD of single and multiple ascending doses of BHV-8000 in healthy volunteers. Based on the preliminary data available, projected therapeutic concentrations of BHV-8000 were achieved, and BHV-8000 was well tolerated with only mild adverse events reported.
Agree Ahfam that TYK2 is all the rage at the moment but TYK2/JAK1 isn’t. You only have to look at the direction of brepocitinib to have an understanding of potential future markets for our SDC-1801 and they do look a bit limited /. All eyes on their upcoming P2 Lupus data that’s due end of 2023 and if it’s good enough for a P3 and if it is, it may give a route for SDC-1802 but that will need to complete Preclinical / P1 first.
The bod have already confirmed that no one is prepared to license 1801 at this stage so it’s a long waiting game now to the end of P1b and hopefully if they do get a signal of efficacy then in their own words it may be enough to open up conversations! if not well nothing is guaranteed here as always do your own research and only invest what you can afford to lose……
GLA
HBD, Yes Psoriasis is the easiest route to hopefully get a signal of efficacy which as the bod say “May be enough to open up conversations” https://youtu.be/1x1_ktQPLik?t=1225
Listen to what the bod are saying and you will get a much better picture of where they expect 1801 to be heading and it isn't psoriasis; https://youtu.be/1x1_ktQPLik?t=3744
Don't think anyone is expecting SDC-1801 to beat Deucravacitinib in Psoriasis even the board don't expect it to https://youtu.be/1x1_ktQPLik?t=3744
Brepocitinib TYK2/JAK1 has been discontinued on trials for psoriasis, psoriatic arthritis, vitiligo, ulcerative colitis, hidradenitis suppurativa, and Crohn disease
Ahfam just re reading the trial RNs you posted, so if each subject is in the trial for 6 weeks 8 in cohort A 8 in cohort B and 8 in cohort C then that would put us just into cohort B ? So 18 weeks before data is available for part 1 and we are allowed to progress to part 2 is that correct?
Unless I've read it wrong /
Why they have put the SP in the hands of these clowns is completely beyond reason / the amounts are correct 6mill (with tax credits) they are in the right ball park to see us through but we know a raise should of been easy and oversubscribed for 4mill / ...........