SRRA/ICR/SAR and SRA737!8 May 2020 10:16
Tim has said that their preferred route would be on license, any company taking it on would have to have a lot of capital, (You wouldn’t just push forward in anogenital and not combos PARP/PD-L1 plus Milestones) think Sierra would have liked to partner it and have more of an involvement, ie have their cake and eat it by delaying as much as they can until they were in a better position to get going again, as they have enough money to get Mome throught to registration and have been looking for a non dilutive partner for coming up too a year, (after ASCO) has this now changed possibly with covid19 and company’s lost interest I think companies priority’s are Covid!
There is now no mention of DDR assets in the about Sierra the company section, always has one eye of the other asset the Cdc7 they have had for for god knows how long in pre-clinical and ever wondered that SRA737 could become like that, just held, the answer is we can speculate all we want that Gilead want SRRA because of SRA737 none of us know what is going on, I want to see a more of a link between Gilead/SRRA and SRA737 as haven’t seen anything yet, sure there could be some rationale for doing but SRRA was testing SRA with Mercks PD-L1 at the MD Anderson and I thought they were the interested party as was on the slides at ASCO, and Nick stated that they were speaking to a big immunetherepy company last year, but noting since that, I think Gilead give MOME back to SRRA as they couldnt do much with it and if SRRA could make it commercial then for Gilead to get something out of it rather than shelved would be much better financially!
Basically SRRA have had enough time to arrange the progression of SRA737 but nothing not even an update on anything to do with SRA737 it has been the same since last year “seeking non-dilutive partner” the only change is now they have dropped completely as it dosnt even exists, I don’t get it and don’t have enough information too second guess, the ICR will need the money as they have a new Cancer Research Center to fund the end of it £10m I think the article said, and them pushing the DNA polymerase test which there is an article about this and Paul Workman, Michelle Garret going back to 2017/2018 so why now issue the research recently, is it a public push to SRRA?
I would think that in business you have to get blood on your hands and start rattling the saber, but unfortunately I don’t think ICR are like this which are a clinical payed for by grants/charity and are not a business entity so I don’t think they are savvy in such, I really don’t know what’s going on but SRRA could always play the Covid19 card why they are not progressing now and can’t see anything short term unfortunately!