Member Info for Krone

Still potential value in Sareum’s FLT3?

https://pharmaphorum.com/news/fda-okays-daiichi-sankyos-vanflyta-first-line-aml

Wondering what impact, if any, Trump’s latest executive order could have on Sareum’s negotiations with US based pharma?

https://www.reuters.com/business/healthcare-pharmaceuticals/trump-sign-executive-order-reducing-prescription-drug-prices-2025-05-11/

Https://www.hmpgloballearningnetwork.com/site/thederm/news/emerging-psoriasis-and-psoriatic-arthritis-therapies-expand-treatment-landscape

Https://medicine.iu.edu/news/2025/05/inflammation-target-type1-diabetes-treatment

The company profile in need of significant update!

In Brief

Sareum is a drug discovery and development company, headquartered in Cambridge UK, that produces targeted small molecule therapeutics, focusing on cancer and autoimmune disease. Sareum aims to successfully deliver drug candidates for licensing to pharmaceutical and biotechnology companies at the pre-clinical or early clinical trials stage.

Sareum operates an outsourced research model, working with collaborators (SRI International, the CRT Pioneer Fund and Hebei Medical University Biomedical Engineering Center) and a world-wide network of research providers. Its research pipeline includes two programmes undergoing pre-clinical IND-enabling studies.

Https://x.com/andrewpannu/status/1917570483714773229?s=46

Mrs Krone isn’t that polite!

HBD, a very positive end to a bright shiny day!! Thank you.

Https://x.com/ruth_proactive/status/1916833488528982417?s=46

Interestingly no mention in the RNS this morning of the approved Investigational New Drug ("IND") application as previously flagged in the half year update. Simple error of omission perhaps or does it suggest that a licensee is looking at an alternative trial design, or ??

Https://www.sciencedirect.com/science/article/pii/S1568997225000795

Https://aacrjournals.org/cancerres/article/85/8_Supplement_1/2606/756806/Abstract-2606-In-vivo-screening-reveals

Apols if previously posted.

https://pharmaphorum.com/news/bms-sotyktu-cleared-nhs-use-psoriasis

Hi PCS,

SP is a shrewd operator and absolutely wouldn’t have spent time and money on renegotiating substantially improved terms for 737 to be put back on the shelf. The optimism expressed at the AGM and since has been palpable. The only question is surely when not if!

ATB

Thanks Potnak, let’s hope it sooner rather than later thereby maintaining the momentum.

Hi Leggster,

Given that the paper is reportedly still being drafted and peer review probably takes at least three months, publication is still some way off.

ATB

Hi Paulus,

Completely agree.

Particularly like the 'R' word in the SRA737 Powerpoint presentation:

'Data support a potential rapid clinical development path in anogenital cancer, with additional clinical potential combined with anti-PD(L)1 or PARP inhibition'.

https://sareum.com/wp-content/uploads/2025/01/Sareum-Chk1i-SRA737-Jan25.pdf

On further reflection, probably not much in the paper which hasn’t previously been reported. An opportunity nonetheless the fly the flag!

HBD,

Very nice find!

RNS inbound, given the significance of the data report to Sareum’s progress?

ATB

In the context of small biotech companies, a strategic buyer is typically a larger pharmaceutical or biotechnology company that acquires the smaller company to gain specific strategic advantages, rather than purely for financial investment reasons.

Key characteristics of a strategic buyer:

• Industry alignment: They usually operate in the same or a related sector.

• Product or pipeline synergy: They are interested in the small biotech’s drug candidates, technologies, or R&D capabilities that complement or enhance their existing portfolio.

• Long-term value: They often look to integrate the acquired company’s assets into their broader business strategy—e.g., to accelerate time to market, expand into a new therapeutic area, or enhance innovation.

• Operational use: They may retain the small biotech’s team, facilities, or IP for future development.

Example:

A major pharma company acquiring a small biotech with a promising oncology pipeline to strengthen its position in cancer therapeutics would be a strategic acquisition.

GLA