Member Info for JBond007

Hi all,

I haven't posted for a very long time, in fact, probably since the great Thoth2 sadly departed.

I was doing a speculative Google Search on SDC-1801 and saw this:-

A FIH study to evaluate the effects of SDC-1801 in healthy ...

Health Research Authority

https://www.hra.nhs.uk › research-summaries › a-fih-st...

The aim of this clinical study, conducted in healthy volunteers and plaque psoriasis patients, is to investigate the safety, tolerability and effects of food on ...

Unfortunately when you click on the link it doesn't work. Sometimes you get a glimpse of another webpage but it disappears.

I was unaware that SDC-1801 was being trialled by the NHS and also that it was being trialled on existing Psoriasis patients. I thought it was being trialled on Healthy individuals in Australia???

Lets hope it's a good sign for this week!

JB007

Maidit could they be talking about the finance year though?

H1 refers to "the first half of a fiscal year (April through September)" and "H2" to "the second half of a fiscal year (October through the following March)." "Q1," "Q2," "Q3," and "Q4" refer to the first, second, third, and fourth quarter of a calendar year, respectively, starting from January.

Oldbury, which asylum are you a resident of?
Even at 15% of £1500 million that is £225 million divided by 624 million shares in issue makes 36p a share!
Do you eat many acorns yourself? Green box!!!!!!

Oldblue
Please could you explain your calculations. They don't make sense to me.
3.15% of £1,500 million is £47.25 million, then divided by the shares in issue of 624 million gives a share price of 7.6p per share? not 60p?
Just checking.

Hi maidit308
Be careful posting false calculations. You need to look at your dodgy calculator!
If you buy £5,000 worth of shares now at £1.75 a share, that's 5000 divided by 1.75 = 2857 shares. Then if the share price rises to £20 that's 2857 x 20 = £57140! Not £100k I hope you're not an accountant!
Still a great return but not quite as good as £100k.
I hope this helps.

Hi Lumphamner.

That's only true if you withdrew the proceeds from your ISA. If you just sold the shares and the money is sat as cash in your ISA you can buy as much as you want. You're not limited to buying 20k.

Lets hope Sareum can pull of a lucrative pre-clinical deal very soon. Here's some interesting links about our rivals in TYK2.

https://www.evaluate.com/vantage/articles/interviews/esker-joins-tyk2-race

https://news.bms.com/news/details/2021/Bristol-Myers-Squibb-Presents-Positive-Data-from-Two-Pivotal-Phase-3-Psoriasis-Studies-Demonstrating-Superiority-of-Deucravacitinib-Compared-to-Placebo-and-Otezla-apremilast/default.aspx

Exciting times ahead. I just hope our directors can finalise a deal before by Christmas! :-)

Hi all
I found this blog article on the history of Dexamethasone which is quite interesting.
https://www.ccdc.cam.ac.uk/Community/blog/dexamethasone/
It's had a long and fruitful history being tweeked many times over the years since its creation in 1958. If our drug is superior to Dexamethasone then the income streams from that alone would be huge. I hope Merck will be very interested.
I was trying to find out who owned Dexamethasone but it appears that it has multiple owners now as there have been so many variations of the original steroid. I thought that the pharma making large income from their Dexamathasone may have a vested interest in buying our IP to eliminate the competition. The same goes for Baricitinib.

Interesting times ahead. My fingers are crossed for a very happy Christmas this year.

A lot of holders are sat on significant gains so it's good to look at things with a more cautious optimism rather than rose tinted glasses. I was in Amur Minerals years ago and it went from 3p to 44p. I didn't sell because all the LTHs were saying £1 a share. I held and the share price went all the way down to 2p. I was younger and naive. Now I make my own valuations. Thoth and RMM are very knowledgeable so I've learned a lot from them. But even I think Thoths predictions are more extreme and woukd probably take another 5 years to achieve but are possible if all the ducks align. Obviously there is huge risk of failure at any stage but Sareum are rare in that they have so many indications to explore. We now seem to have some people willing to fund Sareum which is a very good sign for the future. Cautious optimism is wise.

I totally agree RMM. Until we get a phase 1 trial under our belts for 1801, 1802 or 1803 then we are probably sub £1.5 billion valuation. But if we can get into Agile or similar and get a successful Phase 1 trial done in Covid or Cancer then the brakes are off for the next leg up in price. I'm hoping for a £2.5 billion deal after P1 Covid.

I was just looking through Sareum's RNS history and the first one recorded on LSE is back in March 2005 stating:-

Fri, 4th Mar 2005 07:00
Sareum Holdings PLC 04 March 2005 Sareum Holdings plc ('Sareum' or the 'Company') Statement regarding speculation. The Board of Sareum notes recent speculation and confirms that it is in discussions with a party that may or may not lead to an offer being made for the Company. A further announcement will be made when appropriate. Enquiries: Philip Secrett 0870 991 2578Colin Aaronson 0870 991 2942 Grant Thornton Corporate Finance This information is provided by RNS The company news service from the London Stock Exchange

Lets hope, 16 years on, we see a very similar RNS soon with a £1+ offer price.

I was also pleased to see how many collaborations Sareum has had in our history with large Pharma. Fingers crossed.

I suppose Noah could be classed as a HNWI.

Interesting buying this morning. 2 x £10k, the 2 x £11k the 2 x £12k. Let's hope Noah keeps on buying.

If we end up going it alone with our new HNW beneficiaries I thought the table in this article was very interesting showing the costs per trial type. Immunomodulation and respiratory unfortunately are the most costly, but hopefully will get us a big reward. Fingers crossed.
https://www.sofpromed.com/how-much-does-a-clinical-trial-cost/

You could also buy more Sareum shares to the same value as the England final ticket to hedge your bets or get a double winner! :-)

Good evening all.
Whilst doing some research I found the following article on SRA-737. I imagine most of the LTHs have seen it by I hadn't so thought I'd post a link. It's interesting the research was sponsored by Wellcome. It's in plain English for the less biologically minded people like me.
https://www.eurekalert.org/pub_releases/2020-03/iocr-tao031120.php

I imagine if the board own 51% or more of the shares in issue they decide but hopefully they don't and the general shareholders will get a vote. Fingers crossed an offer comes quickly. Anything over £50 million would be great.

I imagine it is someone moving 5,000,000 shares from one account to another. Mr Jennings of Align maybe?

I think Thoth was basing his theory on other pandemics from the past . Such as the Spanish flu.

Lets hope so LeMajor. A nice 7am RNS would be lovely.