Member Info for Fadec92

Hi Num4 I haven’t read any direction from Thoth on Patents and suggest that people should look, i think the new patents in 1802 for Cancer are a good addition for protecting that structure of molecule too Inhibit Tyk2 with the specificities, but skills platform is one company’s way of inhibiting and getting rid of the bad jaks 2/3.

TLL Pharma has one way with wider differentiation 1000nM and Pfizer have their own too in the a Catalytic domain, I haven’t seen any evidence of that BMS have tryed the Catalytic way of inhibiting Tyk2 but on the other hand do they really have too as it’s looking good in the phase data and wide indications it’s in with the their way!

I think the subgroup you mention are as the 16/351620 and 16/343639 the data from the US patent site from last post, I can’t see an updated patent for SDC-1801 under John Reader, the one that is under examination in the US is for T-ALL and Cancer and 1802!

The WO2008/139161 WO2010/055304 was Compounds for FLT3/4 and Aurora and modified from the original molecule, where it was changed for a di-cholophenyl from a di-fluorophenyl group for the better selective molecule and this has been going on for a while now!

https://imgur.com/a/nCKUzU8

Don’t think you can patent the catalyic site, you can patent a molecule designed too Inhibit Tyk2, and there can be different structures of molecules that would have verying selectivity against a panel of kinases!

This is the search for US Patent under John Reader and there is no allowance for 16/343639 - 1802 T-Cell Acute Lymphoblastic, as it was rejected and is under examination!

I’ll be happy if somebody could point me in the direction of an updated patent protection for 1801?

http://appft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&p=1&u=%2Fnetahtml%2FPTO%2Fsearch-bool.html&r=0&f=S&l=50&TERM1=reader+John+charles&FIELD1=&co1=AND&TERM2=&FIELD2=&d=PG01

John reader Charles search :-

16/351620 - RNS 8th oct

16/343639 - 1802 T-Cell Acute Lymphoblastic

https://imgur.com/a/Dv6IAwR

But Nick don’t forget that the pre-clinical data of 1802 is looking very promising it’s just a little further behind and has new patents in place and another one in examination with the US patent office, it’s a new molecule and better selectivelys and based on latest research!

FLT3 we know nothing of mechanism of molecule I’ve not researched much but it hasn’t been advertised by Sareum, it’s been researched in mouse models with very slow development and no interest from a pharma with good resources, still in pre-clinical for many many years with issue of formulation, absolutely no evidence it’s related too covid, undisclosed pharma could get over formulation issues but we don’t know who they are so no concept that these guys could get it working, if they did get it working it would just be the start of many years of development but it’s would be money too advance Tyk2 into trials but could only part fund!

Why has TLL Pharma in phase 1 trials completion in December not been bought out with a better Jak2/3 differentiation and a TYK2/JAK1 in the Catalyic Domain the same as Sareum but further into clinic with no issues, in that case you would have to assume that Sareum would follow the same path and have to be funded into clinic further!

I think because it’s an LLC we are always going too struggle for info, I didn’t know anything about it until investormeet so after looking there’s some info in the QuotedData research note, which I think is falsely put down as in pre-clinical as Damion pointed out it ends phase 1 in December as the clinical trial link is saying, yes always room for a good molecule but is good just too keep an eye on this one as looking at the IC50 spec figures it has more differentiation on the JAK2/3!

I agreed Thoth the Cancer 1802 is a different position with competition!

Bridges yes I’m invested!

https://ard.bmj.com/content/79/Suppl_1/252.1

“Objectives: Discovery of a highly selective JAK1/TYK2 inhibitor that maximally avoids JAK2 and JAK3 inhibition. We described preclinical characterization of a novel, highly potent and selective JAK1/TYK2 inhibitor TLL018 and its potential utility in treating autoimmune diseases such as rheumatoid arthritis (RA).“

“Oral administration of TLL018 demonstrated dose-dependent efficacy in commonly studied rat adjuvant-induced arthritis (rAIA) model and mouse collagen-induced arthritis (mCIA) model. Significant inhibition of inflammation, bone resorption, splenomegaly and body weight change was observed in adjuvant-induced disease in rats. In addition, significant inhibition of inflammation, cartilage destruction, bone resorption and histological signs was demonstrated in collagen-induced arthritis in mice. Noticeably, TLL018 exhibited significant anti-inflammation activity at doses that only blocked JAK1 and TYK2 and exerted little inhibition of JAK2 and JAK3.“

“In support of clinical development of TLL018, preclinical ADME and PK studies and IND-enabling toxicology and safety pharmacology studies were completed, confirming that TLL018 possesses excellent ADME and PK properties, and exhibits a clean on-target safety profile.”

“Conclusion: TLL018 is a highly potent and selective JAK1/TYK2 inhibitor that demonstrated excellent efficacy and tolerability in relevant mouse and rat arthritis models. The collective data of its preclinical pharmacology, PK and toxicology showed a favorable pharmaceutical profile, further supporting its development for treating autoimmune diseases including RA. Clinical evaluation of TLL018 is ongoing.“

I try not too comment on share prices I think it’s unfair as I’ve discussed in previous posts!

In layman’s, not that I know what layman’s is, but the Chk1 market share you cannot base on a whole figure as high in Chk1 marker might only be a small percentage of a certain Cancer indication!

In Cancer articles you will find a lot of support for CHK1 and that’s a good thing, plus the Chk1 is the only and best, but what’s not so good is that there are ATR Inhibitors that is in competition and produce good data as is one step up the chain, another is that it could be a portion/percentage as said in each indication and other drugs/therapy’s are needed to increase the potency combined effect, but it is has really good synergies with others and low tox but the finance to prove up in each will be a long process to bring too market, but so is the same for other potentially good molecules I guess, not disrespecting in any sort of way quite the opposite really, just wanted to add that “How long is a piece of string” it would be hard for a pharma too work out!

Yes good thanks, the Tyk2 is a tough one it’s not straight forward shoot out and I don’t know the answer too it, Jeb and Don think Allosteric Tyk2 is the way with data too prove it, their selectivity is massive because they don’t directly inhibit the docking point, they inhibit a connection too the site, nothing wrong with that and are in various autoimmune indications, but I also see what Num4 is saying with having JAK1 is a good thing and are inhibiting direct Tyk2 active site, like Pfizer’s would like to know how the other American company that was brought up in the investermeet is inhibiting as they have a similar profile too 1801 but a much better differentiation to jak2 think it was 1000nm that’s big but has JAK1 too!

It could be very hard to work out if you base the high in CHk1 marker, as the successful use would be a Cancer Mutation calling for the CHK1 pathway because of RS, common to the mentioned Cancer indications but only for the people with the type of gene mutation, so CHK1 after another Cancer molecule (cytotoxic one) that makes Cancer turn to CHK1 for repair, currently Gemcitabine!

“Cancer Indictions Replication stress activates DNA repair checkpoint proteins (ATR, CHK1)”

Thanks Citizen I didn’t but will check back through your history and read this weekend, great that we can read the publications and know that it’s going to be taken forward! ATB

Think she has moved too Sloan Kettering, she done CHK1/PD-L1/Gemcitabine at the MD Anderson!

Triparna Sen has a new publication about Wee1/CHK1, only get this bit as it looks like you have too pay for it, but is continually researching CHK1, this is for NSCLC, where previous research has been SCLC shows precision gene networks across various cancer indications!

“elucidate the resistance mechanisms to small-molecule inhibitors targeting the G2/M cell cycle checkpoint kinase, CHK1, in a variety of non-small cell lung cancer cell lines using CRISPR-mediated genetic approaches and identify biomarkers of response.”

https://www.cell.com/molecular-cell/fulltext/S1097-2765(20)30718-8?rss=yes&utm_source=dlvr.it&utm_medium=twitter

Yep nothing Sareum can do at least it’s £0.5m and will help progress Tyk2’s when the payment is made!

Can’t be right! Wtf!

Are we not now all of a sudden taking about rubbish bod, placings etc what has happened to the moon valuations only just weekend just gone?

Nick I thought it would loose a bit, but p*ss taking unbelievable, always pays to derisk, wish I’d listened more to me inner thoughts, it dropped so...fast, it would be nice too get some stability back now!

https://twitter.com/robindavison2/status/1325814529926852608?s=21

Hi RMM I find it a bit tricky to work potential scope of a company, we know what we know based on RNS so the price today is the fair market value, I tend to read the research note as it’s easy to get lost and caught out on personal valuations, if you go too other chat sites over the years people do this and I don’t think I’ve ever seen a company reach a figure that posters ascribe too a company, others might have!

The QuotedData figure is 1.38p and is the high end valuation presented with the SRA737 milestone added to the figure, is that present value, it was a couple of months ago so I would say more now, but Robin Davidson and QuotedData assessment looks to have covered a lot of bases and I think is reasonable to what I know or has been presented by Sareum, Aim is so volatile as it’s sentiment and news based with investors jumping on and off with wild swings, when it hit 3p the other day it also hit circa 1.6p in a hour after no bad news, so too be careful is the bottom line on AIM, that’s the only way!

As an investment, a drug that is in the discovery or pre-clinical stage is a very risky proposition. For every 5,000 compounds that enter pre-clinical testing, only five will reach human trials. Therefore, drugs in the pre-clinical stage are usually assigned zero value by public market investors.

Market Potential

You need to start by making assumptions about the drug's market potential. Look at information provided by the company and market research reports to determine the size of the patient group that will use the drug. Analysts typically focus on market potential in the industrialized countries, where people will pay the market price for drugs.

When making assumptions about a drug's potential market penetration, you have to use your own best judgment. If there is a competitive drug market, with limited advantage offered by the new drug in terms of increased effectiveness or reduced side effects, the drug will probably not win substantial market share in its product category. You may assume that it will capture 10% of that total market, or even less. On the other hand, if no other drug addresses the same needs, you might assume the drug will enjoy market penetration of 50% or more.

https://www.investopedia.com/articles/stocks/06/biotechvaluation.asp

https://quoteddata.com/research/sareum-holdings-potential-strategy-covid19/

Research Note :-

https://quoteddata.com/wp-content/uploads/2020/06/200624-Sareum-QD.pdf