The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
The Edison Report a wakeup call for some was published just before Sareum presented at the Open House Global Healthcare and the LSX World Congress, makes sense they were on the prowl for Institutional funding to progress SDC-1801 question is did they convince any or enough II’s to satisfy a multimillion raise…..
BMS and Nimbus compounds are pure TYK2 inhibitors, achieved through allosteric binding, while Pfizer and Sareum’s are conventional ATP-competitive inhibitors.
If I remember correctly Innocare Pharma also has a allosteric TYK2 getting ready for P1 and then there’s VTX-958 is a highly selective and potent allosteric inhibitor of TYK2 which has started its P1
From nowhere to dosing first patient….
https://www.biospace.com/article/releases/ventyx-biosciences-doses-first-subject-in-a-phase-1-trial-of-vtx-958-a-selective-allosteric-tyk2-inhibitor-for-autoimmune-diseases/
VTX-958 is a highly selective oral and potent allosteric inhibitor of TYK2 displaying an excellent safety profile with a broad therapeutic window. VTX-958 has an improved selectivity profile over TYK2 drugs in development. Efficacy in multiple indications including psoriasis and Crohn’s disease is projected to be on par with marketed biologics without liabilities of the JAK class.
https://ventyxbio.com/pipeline/
“We think it has the potential to be best in class”
https://endpts.com/exclusive-ready-to-exit-quiet-mode-joint-entity-ventyx-debuts-its-immune-modulator-pipeline-with-114m-round/
“The significant thing to note is the big six are no longer the big six and we are seeing very innovative domestic players who are bringing technology, who are bringing the future into the retail supply world and customers are lapping it up".
https://utilityweek.co.uk/yu-group-sees-digital-dividend/
A nice summary and compelling read
https://www.**********.co.uk/articles/yu-group-beats-fy20-expectations-and-upgrades-outlook-for-fy21--059eb56/
Well if they have looked at Sareum’s SDC-1801 then they most definitely would be looking at TLL Pharmaceutical’s TLL018 which is 18 months ahead, has a better IC50 value and noticeably exhibited significant anti-inflammation activity at doses that only blocked JAK1 and TYK2 and exerted little inhibition of JAK2 and JAK3.
https://ard.bmj.com/content/79/Suppl_1/252.1
P1 Clinical Trial Sad Mad in healthy volunteers
https://clinicaltrials.gov/ct2/show/NCT04243083
If 1801 data isn’t good enough to land a licensing deal now then they will also struggle to raise £6-7m that’s for sure…
Would be fascinating to see if they actually have any data in some of the suggested indications, when looking at the DOD US Army lupus data and the time it took, it ran out of funds and was just one guy being mentored and was never completed it does make one wonder.
Way too many variables stating we have no Tox issues what were Tofacitinib’s preclinical Tox results?
The absence of toxicity in animals provides essentially no insight into the likelihood of toxicity or absence of toxicity in humans.
Well if it is for a raise it needs to be substantial 6/7 million? no point going for it otherwise dont think they could pull that off without some insto's taking part.
As previous it wouldnt be a bad thing (likely to be heavily discounted though) as long as we see some v positive in depth data on 1801 to back it up then I would happily take part. GLA