Member Info for JBond007

Just for you Riceyboy in case you were unaware of the value of TYK2 drugs.

https://www.takeda.com/newsroom/newsreleases/2023/takeda-completes-acquisition-of-nimbus-therapeutics-tyk2-program-subsidiary/

Money not Monet! Although I'm seeing some great impressionists on this blog recently. :-)

Riceyboy

Are you really that naive? When you invest in AIM it is high risk but hopefully high reward. Monet has been leaving AIM over the past 5 years but now we're at a turning point where a lot of companies are now undervalued. The pharmaceutical development business is a slow one and it takes a lot of money to get a drug to market. Sareum have had it tough but with a loyal bunch of investors who have faith in the products we seem to have weathered the storm. The BOD have made some terrible decisions with the Riverfort/Peel Hunt finance debacle but we're through that now. Most of the LTHs are a lot happier now and the future looks a lot brighter.

We have a great CHK1 drug that appears to be great in Combo with other drugs and 2 great TYK2 drugs. Are you aware of the Nimbus/ Takeda deal? $4 Billion upfront and 2 x 1 Billion milestone payments.. Our drug is a bit behind in Phase 2 but is supposedly a better molecule. So I also believe that 3 drugs are worth in the order of £1 to £2.5 Billion currently.

I have a theory that GSK didn't initially want SRA737when Sierra owned it, because the Royalty wasn't large enough. Now we are in a much stronger position. So maybe they would be interested in all 3 drugs now. Time will tell.

Hi Skuggy25.

Yes, I put the article up in early February after Roger Meier invested and raised a TR1.

https://www.nihr.ac.uk/news/new-uk-swiss-bilateral-funding-clinical-trials-open-2025

Pretty poor update. Just churning out what has been said already. Let's Hoope there's an NDA in place and a takeover deal is announced soon Otherwise, no notice or update of the additional Tox studies is appalling.

Fingers crossed.

Hi all.

I hope you're right SOG. Although the share price has taken a significant hit, it feels like the BOD have listened and are making the moves to sell the company.

I'm particularly pleased as I posted a message on the 31st Dec 2024 suggesting that it was time for our Execs to take back SRA737 from CPF and renegotiate a new Royalty for CPF. That is exactly what they have done. I'd like to thank the BOD for that. Maybe they do listen to shareholders. :-)

Hi all

I hope you're having a good weekend. I had some spare time so was just looking for info on the 2 species Toxicity studies and the difference between UK and other countries requirements for Toxicity studies. I found these websites which are quite informative. I guess I'm still confused why our supposed experts didn't already do the 2 species study if it's required in all major territories? Incompetence, oversight or request from a potential partner? I found an interesting article relating to UK-Swiss bilateral funding of clinical trials starting in April 2025. Coincidence that our new major investor is based in Switzerland?

https://www.nihr.ac.uk/news/new-uk-swiss-bilateral-funding-clinical-trials-open-2025

https://nc3rs.org.uk/our-portfolio/review-use-two-species-regulatory-toxicology-studies

https://novotech-cro.com/sites/default/files/2020-02/Australia%20Reg%20and%20Tox%20requirements_March%202020.pdf

Interesting reading though.

If I remember correctly, CPF only had a 27.5% Royalty too, but were gifted the remainder when GSK handed it back. We should gain control of it and at least a 51% Royalty.

Hi all. Happy New Year.

I've been very frustrated with the terrible handling and awful deals attempted with SRA737 over the years. Isn't it time Sareum asked for it back in its entirety? We could offer Cancer Research a small Royalty if we on license or sell it. I'm sure we could sell it for combination therapy and fund 1801 and 1802. Come on Steven, Tim and John, take it back from CPF and sell it on.

Let's get some positive news flow in 2025!

This Roger invests in similar pharmaceutical companies?

https://www.linkedin.com/posts/roger-meier-52032a_big-thanks-to-all-shareholders-and-investors-activity-7262865827417260033-oVoo

As I mentioned before, I wonder if the new tox studies are being expedited by our partner in their labs. Also, still mo notification of AGM. Curiouser and curiouser! But very exciting. I'm hoping the big announcements comes on Christmas Eve!

No AGM date announced yet. I'm hoping this bodes well. My wishful thinking tells me that they are busy dotting the i's and crossing the t's to the big deal! :-) Fingers crossed.

Agreed, I was assuming a large Pharma takeover was pending. The Pharma would want to expedite the Tox study asap so as to optimise the length of IP protection left on the patents. So in theory how quickly could they run the Tox studies in their own labs if they were already set up to do such studies on other drugs??? 2/3 months maybe??

As you quite rightly say, it could be a financial investor so the Tox studies would need to be done independently which would take the full 6 months. Fingers crossed.

Do other investors think its probable/possible that the additional toxicology studies could be done swiftly in one of our possible partners own labs? In which case the additional studies could be done much quicker. Maybe just wishful thinking.

I was just looking for deals recently done for other TYK2 drugs. As Thoth2 kindly pointed out a few years ago, these drugs are worth a lot of money. If Takeda paid £3 billion for one drug in clinical trials what would SDC-1801 and 1802 be worth? £3 to £5 billion??? The mind boggles. It's very exciting times. Fingers crossed for a very pleasant RNS soon.

https://www.biopharmadive.com/news/nimbus-takeda-tyk2-inhibitor-drug-deal/638614/

Https://www.sciencedirect.com/science/article/abs/pii/S1567576923015655

Interesting article on a new TYK2 JAK1 drug called 18! (Could it be 1801???)

It would tie in with the latest Chinese Intellectual property strengthening.

Maybe we could get Stephen Dilly in as CEO? He brokered a $1.9 billion deal for Sierra Oncology and a $2.6 bn deal for Aimmune Therapeutics.

I'd be happy with those deals.

Hi Celtic007

The trial in Australia was being conducted on healthy individuals.

I was doing some searching and found an interesting article from China in 2020 on SRA-737 (CCT245737) on it’s great treatment of Leukaemia. (Apologies if this has been posted before)

https://www.spandidos-publications.com/10.3892/or.2020.7757

Especially where is states that CCT245737 should be considered a candidate drug.

I think it again demonstrates the excellent calibre of Sareum's drugs.

Fingers crossed for buy out very soon.

Yes, we have truly great potential.

I keep focused on the Covid trial results which for me de-risked our SDC-1801 considerably.

"The project concluded that SDC-1801 reduced the levels of cytokines associated with acute respiratory distress syndrome (ARDS) in human lung cells infected with SARS-CoV-2 and demonstrated a superior profile to the anti-inflammatory steroid Dexamethasone and similar to the JAK1/JAK2 inhibitor, baricitinib"

For me this puts us in the potential valuation range of £1.4 - 3.5 billion (if you include SRA-737 and SDC-1802 in the higher valuations) when looking at similar drugs at a similar stage of development. When you think that Sierra Oncology managed to sell Momelotinib for £1.4 billion for the treatment of Myelofibrosis, Sareums drugs have a much wider potential treatment range so greater value.

Fingers crossed for a good summer! :-)

JB007