Member Info for GlenFidrich

The silence this morning from speccytwat is deafening (as well as golden)!

Ducks lining up nicely ; )

And our Antipodean cousins call us whingers!

A (throbbing?) member since 17th November, 2020, and with one post on the SAR bulletin board, Mrclint is now the resident expert on SAR's daily trading patterns. But, let me explain. The MMs are short of stock. They want your shares. They drop the bid to 2.30p (or even lower - let's see) to scare the uninitiated into selling. In the meantime, news drops and the price is catapulted into the stratosphere, and those who fell for Mrclint's thinly veiled deramp are left nursing open wallet surgery. We've all seen it countless times. Actually, it encourages me, as I know from these games that a large rise is imminent. Keep the faith, check the volume (which is thin today - no surprises there), but above all, DYOR, and ignore the likes of Mrclint!

https://www.evaluate.com/vantage/articles/news/deals/gilead-would-rather-forget-filgotinib
Apologies if this has already been posted, but it's perhaps a timely reminder that Gilead may well be on the lookout for a new rheumatoid arthritis drug after it has more or less abandoned Jyseleca due to toxicity concerns. Enter SDC-1801 stage left?

I think they mean $30-50m (from $25-45m). In other words, it's (sadly) a misprint. But the bit about "this could rise rapidly if the product(s) advance through clinical trials and the assumed probability of success improves" is certainly encouraging.

Bridges, don't get me wrong, I'm liking your optimism here, and I want desperately to be a believer. But, what in heaven's name have you been smoking? Some of the Rastafarian Old Holborn? At 3 quid a share, we could all buy a luxury yacht each, form our own armada, go and invade a Caribbean island, and get high as a kite for the rest of our days. Meanwhile, back on planet earth (having returned from Fantasy Island) I think a valuation of 1 billion pounds for everything would be more realistic, therefore close to 30p per share.

Bridges, don't get me wrong, I'm liking your optimism here, and I want desperately to be a believer. But, what in heaven's name have you been smoking? Some of the Rastafarian Old Holborn? At 3 quid a share, we could all buy a luxury yacht each, form our own armada, go and invade a Caribbean island, and get high as a kite for the rest of our days. Meanwhile, back on planet earth (having returned from Fantasy Island) I think a valuation of 1 billion pounds for everything would be more realistic, therefore close to 30p per share.

Thanks, Stoney, and ditto from me. All our fantastic contributors to this board have really sustained me through some times of serious doubt, but we end 2020 on the up, with so much excitement and anticipation for 2021. Thanks everyone!

Ahfam3, you forgot your "many happy returns, chaps" in your last post. Always makes me think it's my birthday, which it will be if we get to 0.50p in super fast time! All best everyone.

Well, the obvious one is the 900k from our anonymous Chinese licensee, assuming formulation issues have been resolved. News on this is imminent. Then there's SRA 737. News of a new partner could drop at anytime, but quite how much Sareum are anticipating from this, I must admit, I'm in the dark, following on from the renegotiation. I guess it's 27.5% of something, but quite what perhaps someone else could enlighten us? As regards SDC-1801/1802, again news could drop forthwith, especially if SDC-1801 is proven to be effective in fighting Covid-19. All a little hazy, but it's nighttime here, and I'm a little the worse for wear. Apologies in advance.

Wullie's evidently had too much turkey over the festive period!

US lupus trial results published here:
https://apps.dtic.mil/sti/pdfs/AD1087498.pdf
Regarding the possibility the Chinese might renege on the deal, I guess anything's possible, but somehow I doubt it. I think the international reaction and the subsequent loss of face would not be worth the 900K, but who knows. I also think the tough negotiation happened when Sareum pretty much gave away Aurora for 50,000 quid - the Chinese got a bargain of a lifetime. If they have/can solve the solubility issues, I don't see them doing what Sierra have done, employing outrageous delaying tactics to avoid paying milestones (which, in fairness, TM has no control over). Sareum are in control of the Aurora negotiation and will not stand any nonsense (I hope). Anyway, I'm optimistic, as ever, perhaps foolishly. Time will tell.

https://www.proclinical.com/blogs/2018-4/6-innovative-oncology-biotechs-in-china-to-watch-in-2018
Shouldn't have too long to wait for all to be revealed, assuming, of course, that our mystery licensee of the FLT3+Aurora Kinase program honors the terms of the agreement. GLA.

I thought the nine-month deadline was early 2021, but I could be wrong. But it got me thinking who might be the Chinese suitor, and I found this:
https://pharmaboardroom.com/articles/top-10-chinese-pharma-companies/
Many are listed on the SSE (Shanghai Stock Exchange). Anyone have an idea who it might be?

So, LION's post has evidently been removed, for whatever reason, which makes the posts subsequently (in response) look a tad idiotic. I responded to the original post because I felt he/she was wrong. BUT, I respect the right of all posters to express their opinions, and therefore ask that people expressing a contrarian view are allowed to be heard, and not silenced. Only then can healthy debate ensue. Just a pet hate of mine in these times where our freedoms seem to be in jeopardy.

It's 10-bagged since March. Kind of destroys your "nothing ever really changes" contention.

Try this link:
https://simplywall.st/stocks/gb/pharmaceuticals-biotech/aim-sar/sareum-holdings-shares
This is the full analysis. I think the so-called "institutional investors" are probably nominee trading platforms, the kind of share dealing services most of us use, but I could be wrong.

Sir Thomas Beecham's advice to a young, budding orchestral conductor: "Whatever you do, never look at the brass section - it only encourages them"!

Perhaps a rendition of 'What shall we do with the drunken sailor?' might go down better, although I fear I'd still end up in the drink somehow!