Member Info for HotblackDesiato

Steady - the Sierra milestone payments start when a patient is dosed in the US (as per the licensing agreement). Citizen's post relates to work carried out by University of Oxford which isn't in the US - therefore no payment.

Steady - I've been trying to research who else can use 737 and wonder what agreements are in place. Although Sierra has worldwide rights (as per the Sept 2016 RNS) and our milestone payments from them relate to first dosing of a patient in the US, there must have been some sort of agreement with research labs around the globe otherwise how have others been able to use it in trials?

Perhaps because CRUK & CRT Pioneer Fund were part of the discovery group along with SAR, there is some sort of understanding that they can continue to research efficacy.

Is it wrong of me to think it might be fun to send Dilly over at Sierra some 737 as a small christmas gift? Y'know, just as a sort of reminder?

You can buy it from here https://www.selleckchem.com/products/cct245737.html

or if you're stateside from https://www.medchemexpress.com/CCT245737.html

(I'm resisting the temptation to add a product review to the US site.)

Hi C79 - an excellent find and possibly worthy of a Sparks tweet.

It's clear CRUK are not idly sitting by and allowing 737 to gather dust on a shelf in California.

Regards.

The question is, do you foresee 1801 as being so effective in autoimmune that it becomes the 'go to' wonderdrug above all others?

If so, then we expect a bigger yacht from you.

Just when you thought things couldn't get worse.

https://www.bbc.co.uk/news/world-africa-59697807

Hi Silverfoil - I think they have to RNS any news/event that would have a material impact on the sp. A Tweet is fine for an opinion. Mind you, E Musk Tweets an opinion and Tesla sp reacts. Strange world.

Morning Steady - I understand the concept & benefits of a submarine patent but the details are there for all the world to see via the international application. What use is a submerged UK application when the international one (that covers the UK!!) is fully visible? Rather defeats the point, no?

Why hasn't the international application also submerged?

Regards.

The patent filed with the UK Patent Office appears to have stalled (don't know if deliberately or not) however the international application is doing fine.

UK - https://www.ipo.gov.uk/p-ipsum/Case/ApplicationNumber/GB2005114.0

International - https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2021204762&tab=PCTDOCUMENTS

If you go to 30mins 30sec into the AGM video TM notes that any patents that haven't yet been published remain confidential - does this mean we may see even more IP in the future?

Yup, I was getting my wires crossed with the excitement of it all :-)

Regards.

Apologies if someone has already posted the link but worth repeating for any newcomers.

http://www.sareum.com/files/1816/3731/2601/Sareum_Annual_Report_2021.pdf

Sorry Mafuta, yes, I think you may well be right.

If we find ourselves in this scenario then I hope Dr. Owen's decades of experience really come to the fore in knowing when we've pushed big pharma to their limits. Imagine if we signed a deal for £3bn then one of their suits said, "y'know, we'd have paid double for this".

It's a bad deal if you're not in a position to tell the other side to go to hell.

Yeah, I can envisage a scenario where one of the HNWs has perhaps outlined their intention to buy-in, say, £4m but not in one hit. SAR can then just pick up the phone at pre-determined stages to offer a further X million shares for £Ym based on pre-agreed milestones.

So with the tox report looking very promising, we've now been able to raise a total over £5m which meets one of the criteria for accessing the AGILE platform. Although there are some shareholders who have voiced concerns about taking the AGILE route, TM did give reassurance at the previous Q&A that SAR would control the trial and HM Govt would not be due a penny from future deals. What's not to like?

Interesting times ahead!

Hi Fearg - Whilst TM did address the licensing of compounds for specific indications during the Q&A session (generally, a pharma would want a compound for all indications) I think his use of the word 'generally' does leave the door open for us to negotiate on this specific point.

If the trial results are excellent for Covid, we might be in the strong position to tell a big pharma "you'll make so much money out of this one indication we can hold firm on our terms. If you want it for all indications then you need to up your offer significantly".

Yes, it's easy for us to get ahead of the game with our speculation but the future is looking very bright. I don't want to diminish this year's contributions of our HNW friends but it's beginning to look as if further funding requirements are just a polite phone call away.

I wonder how many other small drug discovery CEOs are looking at us with jealous eyes.

Hotblack.

I've previously posted on the virus jumping between species and thought the following snippet from the latest issue of New Scientist worth mentioning. Note the comment re molnupiravir - eeek!

"With omicron, it is also possible that the virus jumped to other animals, mutated and then jumped back to people, a phenomenon known as reverse zoonosis. Omicron has some mutations thought to be linked to adaptation to rodents.

Vivek Kapur at Pennsylvania State University, whose team recently found “gobsmacking” levels of SARS-CoV-2 in deer in the US, thinks it is likely that the virus is circulating undetected in other species, too. You cannot even begin to work out how to prevent spill-back from animal reservoirs if you don’t even know they exist, he says.

There might be another, rather surprising way that a variant could suddenly acquire a whole lot of mutations: it could happen in someone being treated with certain drugs. Some virologists think there is a risk with antiviral medication molnupiravir – which is meant to work by inducing so many viral mutations it kills the virus – and that it should be withdrawn.

Finally, in people infected with two viruses at once, there is the possibility of SARS-CoV-2 variants recombining with each other or with other human coronaviruses. There is great scepticism about a claim that omicron acquired one of its mutations this way, but there is evidence of recombination between SARS-CoV-2 variants."

Hi Jima - re your point, '...sailing under the radar will let us get to the point of having all the data available without being bought out too cheaply...'

I think I'm right in saying we share some of our data with potential partners. Even if we don't, SAR are definitely on the radar of global companies - big pharma will have teams that monitor new patents and who's working on what etc. so they'll already know our potential value at every step of the game.

Morning all,

Probably one just for the data scientists out there but here's some festive cheer in the form of a tracker that allows you to judge which pathogen is most likely to ruin your Xmas dinner.

https://nextstrain.org/

Stay safe, peeps, it's a dangerous world out there.

Having just listened again to the Q&A session from the AGM, it looks like we wouldn't be able to license 1801 to one company for Covid and again to another for non-Covid. Although Tim's reply did include the word 'generally' (suggesting there may be some leeway in negotiations) it appears that splitting indications probably wouldn't be acceptable to a big pharma - understandable, I suppose.

So does this suggests that, ignoring SRA737 for now, we might be closer to a big payday than before?

My thinking is we'll soon progress 1801 via AGILE, perhaps with some of the data applicable to other indications. If so, potential partners will therefore have to cough up more money as they'll be able to use 1801 to treat far more than just Covid (which would be a big money-spinner on its own).

Just my musings so feel free to disagree.

https://www.theguardian.com/world/2021/dec/15/omicron-found-to-grow-70-times-faster-than-delta-in-bronchial-tissue

If only someone had a potential treatment...