Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
LTH's in particular be aware of 1801 having been trialled by the US army. No results were released. This is way prior to the recent tox and preclinical trialling. Correct me if I'm wrong but didn't Tim give a valuation of both TYK2's as having a notional value ofv 1 million back some time now?
The RNS is11 well written and tells the world that sár 1801 is on track. Q
Tim is stating that Sar 1801 has superior efficacy to deucravacitinib.
Tim has stated on many occasion that 1801 is excellent in the area of toxology.
Tim is stating that psoriasis is an initial indication, meaning that there are many indications that can follow. (other pharmas would love that)
Tim is stating that the TYK2 class of drugs have been valadated, which includes 1802, the only TYK2 drug in development focused on cancer.
Tim has indeed spoken the truth about our Tyk2 pipeline, or cranked up the PR machene.
Tim has us on track as Num states.
Tim has done what we were hoping for today.
Other pharmas must have their antennas on full alert.
Excellent discussion on here. With 1801 being potentially flagged in so many indications, psoriasis being the first chosen, and with no apparent significant tox issues, it would appear that the world is our oyster. Hope that is reflected in the sp over the coming weeks. A successful P1 should be the catalyst for a deal/buyout, though things coul"
Totally agree elcap and afham. The nightmare would be missing out on a positive rns. CTA, joint venture or licencing, sale of 1801 or gsk positive announcement on sar-gsk 737. Potential upside has to be really good. But of course everyone to their own.
All solid questions HBD.
Q1 is in the hands of the Gods. You just hope they had a proof reader as you suggest.
2. 737 imho could in my view set us up nicely. If we get a possible thumbs up from GSK, to progress or to buy, I think it should a substantial impact on our mc. It's the furthest down the tracks and has proved itself particularly in combo but could also be fast tracked on it's own in ano-genital. Not sure we will be consulted on any such buyout as we are a minority stakeholder.
Not sure either how any potential potential buyout of1801 and /or 1802 would emerge and whether it would be in the context of buying out the company, lock, stock and two smoking barrels.
One thing is for sure, if we get to that point the question will be, which kind of after dinner champagne do you prefer?
Thanks HBD for that informative post. I agree that there will be selling on news no doubt, by traders most likely. What we won't know is when a licence may be announced and if, and more likely when, that news is announced there will be regrets by those who mistimed their trades. It's a tight hold for yours truly.
Looking at the buy sell ratio today and keeping in mind Aberystwyth's and Lazerus' astute observations, it would appear that they are running into difficulties in finding sellers. Yes hold your shares tightly and wait for the near future when the large pharmas realise, if they don't already do so, that there is treasure hiding in plain sight. CTA, 1801 P1 trialling starting and 737 news should be announced soon. High time for the tide to turn positive for us here.