Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Take in the BMS news and now realise that a tyk2 has gained acceptance at FDA, plenty critics of the JAK class due to safety so this really does change the landscape, our investors will be delighted and so should we.
BMS can only target tyk2 which realistically only gives them IL-12, IL-23 in my opinion. They are first, but they are very very limited as to what they can treat, and now they know they have an approval they'll wonder how the hell they can target JAK1 aswell - well they can't.
The BMS researchers for all the glory that will be in the business couldn't target the catalytic site successfully, so, by accident or skill depending on what you read they found the allosteric site worked but only for pure tyk2 inhibition - this also means in my opinion that any allosteric competition, Nimbus and that other company someone posted who went into clinic with a tyk2 allosteric are wasting there time.
Yet 2 scientists in Cambridge spent the time to successfully target tyk2 and JAK1, validation of the class just took its final step, the doors will open and now no better time to confirm toxicology for sdc-1801 complete.
Once this enters clinic, the speculation about future sales will surpass our expectations, example for psoriasis :
https://www.evaluate.com/vantage/articles/news/snippets/bristols-faith-tyk2-pays
Now take the time to look at what a tyk2/JAK1 compound can potentially treat, without any COVID angle.. patents in place describing what I think was 40..
As ever the value is in the patent, where others failed Sareum have succeeded, they're just playing very hard to get now.
Seriously good news today imo, I'm also looking into something which doesn't add up on the fund raising side, questions have been asked and if it turns into anything I'll update.
I would like to wish you and your 2 children well. You sound a fantastic Dad that your children will always look up too.
You must have been put through the mill as a family. Yes I hope Sar deliver and bring a little happiness to your family.
Best wishes & Take care