Member Info for Fadec92

Thanks Utah so SRRA with a MC of $50million which would be 1.667% of Tesaro MC at $3billion or 60 times more, you would think that a takeover bid would look very cheap for SRRA assets!

Nice article showing that large pharmaceutical companies are prepared to pay high amounts too combination trial with leading new line compounds, where there is four PARP Inhibitors that have won FDA approval and ongoing work to improve with combo’s where there is evidence of there being problems to overcome resistance to the PARP inhibitor’s so the rationale to combine with a CHK1, to note GSK paid $5.1 billion for Tesaro to get into the PARP market! The same will happen with CHK1 inhibitors but the difference being that SRA737 is the only CHK1 in clinical trials plus that it is now know to have no safety issues with what was thought initially to be a problem in the class with Lilly and Roche discontinuing their CHK1. So good looking data showing early indications in the Sierra Presentation (PARPi) p42 that SRA737 is a good compound to combination trial with ie graphs showing PARPi resistance in HGSOC (High Grade Ovarian Cancer) models with SRA737 + Olaparib being Superior to either agents alone. Presentation not working on iPhone, PC + Android fine! http://filecache.investorroom.com/mr5ircnw_sierra/258/download/ASCO%20SRA737%20Analyst%20Call%20Presentation_final2.pdf Sierra Oncology Analyst and Investor Event at ASCO 2019 Featuring distinguished oncologists :- Professor Johann de Bono and Dr. Rebecca Kristeleit http://media.rampard.com/sierraoncology/20190603/player.html “Olaparib reached the market first, and at least so far, has claimed dominance over its rivals. It was first approved for patients with certain forms of ovarian cancer and defective BRCA genes who have failed multiple chemo regimens.” “Niraparib and rucaparib followed, both as maintenance therapies to delay ovarian cancer’s recurrence after chemotherapy. Beyond ovarian cancer, PARPs have begun to show real benefits for patients with other tumors as well. Both olaparib and talazoparib have won approvals for breast cancer.” “So far, however, these drugs have yet to meet their high commercial expectations. AstraZeneca’s drug has established itself as the leader, with $647 million in sales in 2018.” “As Leerink analyst Andrew Berens wrote in a research note last year, developers have had “persistent challenges in growing the market” for PARP inhibitors, particularly in getting doctors to prescribe them as maintenance agents.” “Still, drug developers continue to believe in their upside and are trying to broaden their reach by testing these drugs alone and in combination with others in lung, prostate, and other cancers.” “GlaxoSmithKline (NYSE: GSK) paid $5.1 billion for Tesaro in December to get in on the PARP battle and test niraparib in multiple tumor types; its chief scientific officer, Hal Barron, called PARP blockers “under appreciated” at the time. And AstraZeneca and Merck are testing olaparib in several cancers as well.

Aber there’s also these 2 trades at the end of day and always above normal market size which is 3,000,000, is it a professional decision to make the trade over 3M by 100k so they are presented at the end to make it less transparent to investors which way the trade is?

03-Jun-19 16:31:53 0.688 3,100,000 Buy* £21.33k

04-Jun-19 16:27:36 0.585 4,500,000 Buy* £26.33k

It’s also their AGM on Tuesday 11th June maybe they can tell them!

Looks another buy over the normal size at the end of trading, looks as if somebody/institution is building a big position!

Developments are certainly heating up and it’s anyone’s guess what’s going on behind the scenes, Sierra will probably want to put to bed any worries for their share holders with funding, but it’s a good problem for us with a compound that has data (as per recent presentation) that synergises with Merck’s Keytruda the PD-L1 Immunotherapy and AstraZeneca Olaparib PARPi maybe take a pick, I would rather be invested right now than not!

Not sure I understand wrong partner as the Academic’s of the ASCO Presentation clearly said that SRRA had done an amazing job considering they are a small biotech company compared to AZN, Merck etc, with a cutting edge program to identify the right genetics with sensitivity to chk1, and have proved it too by identifying and an early route to registration through Anogenital Cancer!

The chances of a milestone have just increased and shortened as said by Tim due to the trials being successful and also I don’t think a big pharmacist going to pass up the opportunity too combination trial with the synergistic quality’s with PD-L1 Immuno-oncology for SCLC (Small Cell Lung Cancer) where it seams PD-L1 on its own dosnt do it but pair it with both SRA737 and LDG and it regresses tumors 100% in 21days and a complete response (CR) with 80% cures at day 60, this is exactly the type of treatments that they want!

Who cares about the share price, market will have to catch up and it will!

“The success of the trials and the exciting future development opportunities discussed increases the likelihood of further milestone payments being received and we look forward to further development updates in due course."

Link now there, and I’ve been taking photos, what was the point! Lol...

http://investor.sierraoncology.com/events-and-webcasts?item=35

I wonder if in showing the data to Immuno-oncology to take part in combo trials actually might entice a biggy to buy SRRA outright, could probably get more money out of it all especially with the significance of the 100% tumor reductions after 21 days is unbelievable but true!

So Keytruda's Pembrolizumab was on the slide as the Immuno-oncology PD-L1!

Good early response!

Good RNS, let’s get some milestones, look forward to the presentation later!

This is the section about a major potential supply of an Immuntherapy compound from SRRA RNS!

“The resulting clinical data demonstrate that SRA737 has demonstrable anti-cancer activity in multiple indications, in particular in combination with LDG, and has a favorable tolerability profile, opening up several attractive development paths forward for this unique drug candidate.

Of note, we have recently received management support from a major immuno-oncology company to potentially supply their leading immunotherapeutic agent to run a combination study with SRA737”

http://investor.sierraoncology.com/2019-06-01-Sierra-Announces-Promising-Preliminary-Efficacy-in-SRA737-Clinical-Program-Outlines-Potential-Path-to-Registration

There’s a presentation on Sierra Oncology’s website - Targeted Therapeutics for Hematology & Oncology – Q2 2019 and on page 31, so is this different to the recent MD Anderson Cancer Center trial, so the combo SRA737+LDG with ICB (immune checkpoint blockade) on the page it totally regresses tumors within 21days with Complete Responce (CR) in 80% cures after 60 days!

•10/10 (100%) regressions at the end of treatment (day 21)
• 8/10 (80%) sustained CRs / cures at day 60
Quick Picture - https://imgur.com/a/k2IaTLC

Treatment with immune checkpoint blockade (ICB) - Profound In Vivo Synergy Observation

Also at the bottom of page it says a Byers Collaboration (MDACC) – mTmG SCLC model

http://filecache.investorroom.com/mr5ircnw_sierra/253/download/Sierra%20Corporate%20Presentation%20Q2%202019%20FINAL.pdf

DonCardo that was the PARP inhibitor Niraparib and a different combination trial, this one is a new one based around therapy with Immuno-oncology compounds like a anti PD-L1, there was recent news of the mouse model trial at the MD Anderson Cancer Center where it Completely Regressed Tumours with SRA737 & LDG combination with anti-PD-L1 in an SCLC (Small Cell Lung Cancer) mouse model!

So was thinking what drug it could be, the PL-L1 that combo’ed with SRA737 was said to be inaffective on its own but as you can see from the mouse trial that they are pretty excited with this finding too!

https://player.vimeo.com/video/329309219

The Keytruda drug by Merck was in NSCLC (Non Small Cell Lung Cancer) that just got coverage at ASCO so was thinking it could be Pembrolizumab, just a guess!

Any guessing all who the major Immuno-oncology company could be too supply their leading compound in a combination study with SRA737, could that be a PD-L1 and Merck’s Keytruda?

https://www.fiercepharma.com/pharma/asco-merck-s-keytruda-shatters-historical-long-term-lung-cancer-survival-stats

Thanks Stoney I noticed a tweet from Parker spelling the compound wrong also, might have to message him on that! Doh...:/)

Put a tweet on Sierra’s resident twitter page with Sareum the creator with Icr_London, SRRA license holder on latest developments!

https://twitter.com/fadec92/status/1135136013242785792?s=21

Could be the reason Lilly stopped their Chk1 looks as if SRA737 is a better and safer!

Very good news well done holders but more importantly this is good news for the fight against cancer to improve current traditional treatments, we’ve taken the risk here and this looks to be really impressive with good safety and well tolerated over multiple indications!

Now all we want is a milestones which you would think is on the cards and and better sp!! :/)

Comments like:-

“Striking anti-tumor activity was observed in subjects with advanced anogenital cancer”

And

“Relative to standard-of-care, gemcitabine doses tested were approximately 10-25% of a standard chemotherapeutic dose.”

Plus

“The combination of SRA737+LDG was generally well tolerated. There was no evidence of emergent or cumulative toxicity and/or declining tolerability with up to 13 cycles of treatment. At the time of the data cut off (May 3, 2019), 22 subjects remained on study treatment.”