Member Info for JBond007

Hi all.

I asked google - What is the value of a TYK2 drug for alzheimer's disease? TYK2 inhibitors hold significant therapeutic and commercial value in Alzheimer's disease (AD) research due to their ability to target neuroinflammation and clear toxic protein aggregates. While still in preclinical and early trial stages, the clinical value is immense, with similar disease-modifying AD candidates historically valued at up to $21 billion prior to late-stage trials.Mechanism & Value Proposition TYK2 (Tyrosine Kinase 2) is an enzyme that regulates immune signaling pathways and plays a critical role in neurodegenerative pathways. Research shows that TYK2 inhibition provides two massive clinical benefits:Reducing Tau Toxicity: TYK2 modifies the "tau" protein, making it stable and resistant to cellular clearance. Inhibiting TYK2 reduces total tau and prevents its aggregation into toxic tangles.Quelling Neuroinflammation: TYK2 is a key driver of inflammation in the central nervous system. Blocking it can rescue neural cell death driven by toxic immune responses.Pipeline Therapeutics & Commercial ValueBecause of these dual benefits, multiple biotechnology companies are developing brain-penetrant TYK2 inhibitors specifically for neurodegenerative diseases:Alumis: Developing a central nervous system (CNS) penetrant candidate, A-005, targeting neuro-inflammatory diseases including AD.Biohaven: Advancing BHV-8000, a dual TYK2/JAK1 inhibitor targeting neuroinflammation in Alzheimer's and Parkinson's diseases.Sudo Biosciences: Developing targeted, brain-penetrant TYK2 therapeutics aimed at addressing both multiple sclerosis (MS) and AD.Current Treatments & Economic ImpactCurrently, approved disease-modifying Alzheimer’s drugs (like lecanemab and donanemab) focus largely on removing amyloid plaques and cost roughly $26,500 to $56,000 per year. The long-term commercial and clinical value of TYK2 inhibitors rests in their potential to be taken orally, cross the blood-brain barrier effectively, and target Tau protein pathology, representing a potential blockbuster shift in dementia care.

$21billion sounds a fair valuation to me.

Good luck all.

Good news that 1801 is still a good clean drug.

The fact remains, that it's now going to be another year, with yet more cash burn, salaries and pensions.

We have gone from a Market Capitilisation of £300million to £20million.

We need much much more positive PR, excellent marketing as well as singing and shouting from the roof tops that we have a best in class drug for autoimmune diseases and one for haematological diseases.

Shout, shout let it all out!!!!

Hi all

I'd like to say that I sincerely hope the shareprice recovers and the BOD manage to pull a rabbit out of the hat and sell something for a reasonable price. Hopefully the rabbit will be in good health. :-)

However, you have to open your eyes! They have managed to drag the shareprice from £4.50 to 14p! If that happened in any FT250 company, do you think the BOD would survive? Definitely not.

Why wasn't someone watching the latest toxicology testing closely? If it were your company wouldn't you want a progress update every week? It stinks of incompetence and laziness. Now we've wasted a lot more time and a lot more money. You wouldn't just hand a builder some plans and a pot of cash and just let them get on with it. You'd hire a project manager or a quantity surveyor to make sure things were on track before payments were made.

I'm utterly disgusted that the BOD haven't issued a statement telling us exactly what went wrong and indicating the next course of action. Is 1801 dead in the water or was it a freak incident and the toxicology testing came carry on with a new lab. Again it's a terrible way to treat the shareholders.

I bet Dr Parker, will simply say something like, " I very much doubt if there'll be an AGM next year". Will everyone be happy with that?

I will certainly not except any more false dawns or unclear statements, or missed timeliness.

They need to move aside and get a BOD who can maximise the share price and sell the business. Time to change.

Hi Baliff

I sold some Sareum shares abd bought in here this morning. I found that my £1000 and £2000 trades wouldn't go through but then put in share volumes instead and they went through OK. I hope this performs better than Sareum. I bought into MILA too.

I totally agree Enki.

The only way to recover this sh*show is for all the directors to beg, borrow and steal (maybe not steal) £50,000 to £100,000 each and invest it in Sareum. Otherwise it just looks like they are yet another lifestyle company earning £200,000 a year for absolutely terrible shareholder value. And absolutely no happy ending in sight.

I've sold half my shares at a huge loss shares as I'm so disillusioned. I'm no longer convinced the BOD understand what their job is. It's not to show me how science clever they are, I need to see finance and value realisation intelligence and a clear demonstration of this.

So, having read the posts since the Edison interview, the general consensus is enormous disappointment on many fronts. So, I think it's best if we all start collecting mouldy fruit to throw at them at the AGM!

It will make us feel better! :-)

Aberystwyth

I just feel that we investors are very concerned about the sudden change in direction. I'm already 60% down and I'm not impressed by the poor directorship. If the BOD are convinced this is the best way to maximise the value of a sake then I want them to demonstrate this by begging and borrowing a significant sum of money to invest. Otherwise there is a grave danger Sareum looks like yet another Director 'lifestyle' company.

Fingers crossed for a good news Thursday morning RNS.

I think the BOD were very excited about pushing Sareum into the CNS space, but massively underestimated the reliance we have placed on them to actually deliver shareholders value.

Dr Parker suggested that there may not be an AGM this year, but it looks like they have reneged on that now which has severly effected the confidence in our BOD.

As I've said before, the only way to restore the faith is for all the BOD to invest a significant sum in Sareum after the "closed" period. This will restore our faith. Maybe £50k to £100k each would do it. This will demonstrate their confidence in this decision.

I'm a simple soul, and I just need a statement from the BOD along the lines - we believe the current commercial value of Sareum to be in the range £800 to 1.5 Billion, but with the addition of the Blood Brain/CNS work we believe this shoukd increase the valuation to £3 Billion to 5 Billion for an outlay of £500k. This would be good PR.

If they are unsure of the outcome of the Blood brain/CNS work on the sale value of Sareum, then don't waste time.

I'm concerned that a potential partner is pulling all the strings whilst dangling a large carrot off the back of their Ferrari knowing full well we'll never get to eat it.

Hopefully we have multiple irons in the fire so this is not the case.

Looking at the current Market Caps of IMM and HEMO, Dr Parker has a lot of work to do. They both have twice the value of Sareum with drugs that have nowhere near the treatment range of 1801, 1802 and 737. PR, PR and more PR required!!

We shareholders should be in a happy, exciting place now, on the cusp of commercialisation but instead the BOD have thrown us another curve ball and the shareprice is decreasing.

They need to produce something very very good, very very fast!

I'm hoping that the new push for CNS drugs not only adds significant value to our existing portfolio, but also increases the attractiveness of Sareum as a takeover target as the new drugs will have full 20 year patent protections on them. As we know, from the great research done by people here, a lot of Big pharmaceutical companies are facing a patent cliff in the next few years as their main drugs come out of patent protection and can be replicated by cheaper manufacturers. Fingers crossed for a very positive RNS before Christmas.

Hi SOG

Thanks for your message. Having had 24 hours to mull it over and having read your message I suppose, again, if Sareum were property devopers, they do now have a really nice house to sell, but the CNS part, is similar to saying we have a really desirable house for sale, which also has 30 acres of Land with planning permission for 100 new houses. I can see that this would be a master stroke and add significant value to our asset without a huge outlay.

I feel a lot happier now. :-)

Hi SOG

I totally agree that as far as the science goes, we appear to be top notch. In the latest video John suggests 1801 to have a very clean profile, which is amazing news.

I'm worried that if we keep pursuing ever wider indications, that if they don't look good, we have wasted a lot of time and money.

Our directors are brilliant at the science part, but we should chase rainbows when we have already found a large pot of gold.

Hopefully the board has been asked by a potential partner to do this CNS work to enable a higher valuation. But I also worry that the partner is making us take all the risk rather than going for a full Takeover now.

Time will tell. I hope the BOD can release some more news before the final results or AGM.

To start the weekend on a happy note, I also have a small investment in a company called Audioboom. They just released a great RNS. I encourage all Sareum shareholders to read it. It does show what the BOD can do to help the share price. Even when in talks.

HBD

I like many others on here have been invested for over 16 years. I've done more research than most and have built up a significant investment here. I just get really concerned when the BOD lose focus on what's important to their investors. We want a good return after all these years not more and more jam tomorrow. Fingers crossed for a good outcome.

Thanks for pointing that out Lazarus. I forgot the Final results were due end of Oct.

But I'd still be happy for the BOD to invest significant amounts in November to demonstrate their confidence.

Basser I was confident in Sareum as we seemed to be making great progress in 1801 and 1892. But with the CNS announcement it feels like we're nmback to square one with nothing to show for it.

I hope, like most, for a happy ending.

HBD

If I had a £1000 for every time someone says the BOD are under an NDA etc so cannot update the shareholders with the truth, I'd be a millionaire. I hope you're right, but I'm extremely worried that the BOD are desperately trying to find the next 5 years of salaries and pensions and will then disappear into the sunset without selling a single sausage. They need to up their game and fast.

If the BOD are convinced that going down the CNS route will add untold riches to the share price then let us see a demonstration of that with a £100,000 investment from each board member by the end of October 2025. Then I might be somewhat convinced . Otherwise I think the value is sufficient now, so sell now! As Nike say, "Just do it".

Hopkirk

Of course people could sell their shares, but most of us invested in Sareum as we believe they have a great pipeline of products. They unfortunately made some terrible funding decisions which have left many of thousands of pounds in the red.

It is the job of the directors to increase share price. They are taking over £610,000 per year in salaries and pension contributions, and I'm not seeing any evidence of them returning any value to the shareholders.

If we sell one of our great drugs, it would actually give something back to shareholders and demonstrate they can get a good deal over the line.

I'm extremely worried that more finance options/dilution will be required to develop yet more drugs for the Central nervous system, leaving shareholders even deeper in the red.

It's time for the directors to halve their salaries and employ somebody who can sell drugs!!!!

I agree Potnak. If Sareum were house builders, we've built a beautiful house, then all we needed to do was sell it! But instead we have done a loft conversion to increase its value. But instead of selling it, we're now putting a conservatory on, but instead of selling it we're now converting the garage into a home office. Have we sold the house? No. We have now decided to build a detached double garage!!! Come on Sareum. Sell something so that us shareholders can actually make some money instead of throwing more money down the drain!

I think a lot of thought this would be sold before Christmas 2025 but now I'm thinking 2030. It doesn't follow me with confidence that tgat board aren't just spamming this out to keep filling their bank accounts and pensions!

Come on Sareum BOD sell or licence the drugs. They are already top notch drugs! Should be an easy sale at £800 million.