Member Info for Krone

No mention of Milestones....bu**er!!

Point taken however Tim has been uncharacteristically robust in his confirmation that by the end of June we will have selected Tyk2 candidates. This will be based on the outcome of the SRI research which is already long overdue....all adds up to a potentially explosive next few months!

By 'this summer' you actually mean before the end of June.

The precise wording in the 10K filing (available at //investor.sierraoncology.com/events-and-webcasts) for fye 31/12/2017 states: "Contingent milestone payment obligations due to third parties under license agreements are expensed when the milestones are considered probable of occurring". Given the extent of the positive statements coming out of Sierra over recent months there must be a high possibility that the 'probable of occurring' point has already passed and milestone details will be in Q1 update? Note that the Q1 updates for 2016 and 2017 were on a Tuesday so May 8th looks favourite.

to keep spirits up......https://www.youtube.com/watch?v=9UAFSjkCWFM

Agreed, time for a new chairperson! There is no evidence that Parker has added any value whatsoever having on the face of it failed on all counts. Tim and John are misguided if they are relying on Parker to transform Sareum.

Wouldn’t it be perfect tomorrow if Sierra get bought out, the US Tyk2 patent issue gets resolved,Tyk2 molecules are confirmed, Aurora issue is fixed, big pharma get into seriously competitive bidding for Sar molecules resulting in multi multi bags....

Thoth2 - Do you see GSK as a potential suitor for Tyk2 cancer molecule given recent drive to increase their cancer pipeline?

Interesting context re MRK and BMS www.wsj.com/articles/new-drug-combinations-improve-survival-in-lung-cancer-1523885400

SAR share price will be....???

But as Thoth2 has noted, the grant ended in February 2018, so presumably we can expect publication of final paper/s imminently?

Interesting paper which references SAR as a client.......www.hardmanandco.com/docs/default-source/default-document-library/global-pharmaceuticals---2017-insustry-stats---april-2018fb631843094f6dc8b783ff000066fb4b.pdf

Apologies, found it........Sareum notes Sierra Oncology announcement that a late-breaking abstract reporting SRA737 preclinical activity in CCNE1-driven and PARP inhibitor-resistant cancers has been accepted for AACR 2018 Annual Meeting

Do we know if SAR are presenting at the AACR meeting?

Is SAR required to issue and RNS following the SRI research update identified by Thoth2 http://www.dtic.mil/dtic/tr/fulltext/u2/1048482.pdf

Thoth2...presumably Lupuzor etc are factored into your 28p calculations

Thanks thats helpful. So we would expect a final paper soon after the end of the grant i.e. now?

The SRI report dated September 2017...makes reference to 'What do you plan to do during the next reporting period to accomplish the goals?'....do we know when the 'next reporting period' is?

Begs the question why Sar haven’t made reference to this?

Excellent very many thanks