Member Info for Leggster

HBD, I do not think they would have agreed the new licence without a belief that 737 would be progressed, they are motivated by both finding solutions for this terrible condition (I know from posts that this was of the reasons for investment as well as looking to make a return, this was certainly one of my non financial reasons for investing)and generating more money to invest in research. On 737 I choose to believe that we will get real news, hopefully soon though it does worry me slightly that there has been a significant period for them to fund raise and in the US market raising funds is normally a fairly quick process...anyway time to watch England GLA

Hmmn not really a believer in the codes theory but 3 buys of 2 shares, in the code theory isn't 2 I need shares badly but don't take the price down?

GLA

Yes exciting days , very very close now to a major milestone, will be fascinating to see the next 1801 news, would also be nice to see a 737 update as we are nearly 6 months into the new deal. GLA

On a positive note, Tim's time in the US is coming to end let's hope he had a full agenda of side meetings with interested parties. Frustrating as waiting is news is imminent and you can't fail to hope that he may have been agreeing the terms of a deal with a preferred partner rather than just listening to the speakers. GLA

Much better starting point for news now, feeling positive again on where this goes with news once it starts to flow. Hopefully will see 50p paid tomorrow without news and with news, as SAR do like a Tuesday, anything could happen GLA

Well ignoring the SO option for a moment, how about a company spun up by 2 or.more other pharma's with Lung and Bowel cancer treatments to complete Combo testing and then bring to production and develop an agnostic distribution strategy to allow each participating pharma to have an ongoing licence to use the molecule in Combo. Rather than a single pharma snapping it up after phase 3 completes. GLA

Yes I have held Smmt for years, yesterday was a pleasant surprise, will be interesting to see what happens today, far less shares in play for SAR and a fraction of the MCap, shows what happens with good news, GLA

I had hoped when appointed PH that it was a good sign, how wrong I was and how hopeless they have been, good riddance GLA

As a reminder on why this is an exciting space to be in, highest revenue drugs source Fiercepharma

Number 8 Stelara 2023 sales 10.9bn USD plaque psoriasis

Number 14 Skyrizi 2023 sales 7.7bn USD plaque psoriasis

GLA

Seawolf, I agree lots to be optimistic about and things are definately reaching a really significant moment. GLA

I see this period as a little breathing space between RF and the raise and the move onto a news period. Similar to others I am sure that Tim is not rocking up to a conference with nothing to showcase. I expect news any day, then hope we might get a little flow of news days depending on the process they follow for releasing updates. Something on 1a being complete and data being reviewed, then something confirming safety data is all good and perhaps an indication of the target for phase 2 (psoriasis or perhaps something else), then something on deal negotiations underway and so on....a little 737 news would be a Brucie bonus. I would prefer drip feeding of the news to help a slow SP build rather than one big bang, unless it's a TO of course. GLA

Wonder if that might have been the last big RF sell, fingers crossed

Hhmn in the spirit of speculation maybe the licencee of 737, pursues a TO of sareum as sees that as cheaper than paying away milestones and royalties in due course if 737 successful. Would come withe added bonus of 1801,2 and FLT3 for on licence or development by themselves. GLA

HBD, agree its really intriguing on 737, transparency on this plus an Australian update are key levers to improving the SP further. GLA

Yes will be great to see a start to positive updates and news flowing, I rather hope that they have a plan for dropping news, does anyone know if they can deliberately slow the MAD phase by perhaps agreeing an agenda date at the ethics committee sometime after actual completion. This they may hope let's RF sell out and then maximises SP impact as news starts to be realised, potentially also allows discussions with interested parties in parallel and might lead to sequential news drops in quick succession. GLA

I do feel in a minority in still supporting the BOD, my view is that despite the commercial misjudgement that they are Pharma professionals, they have expertise on deal negotiation on the board and a strong understanding of the asset. With a favourable set of data from 1a I do trust that as a team that are well positioned to negotiate a good outcome. GLA

I agree a great opportunity to strike a deal after 1a complete and 737 news still to come. IMO this is still massively undervalued. Once the news flow starts this will.move at pace. GLA

I also agree a licensing deal is an ideal way forward, it aligns to strategy and as others have said can delivering the funding needed for stability and the development of 1802. Will also deliver some certainty. T/O offers at this point are likely to be low ball, unless MAD closure and something on 737 gives us a boost. Not sure why we would bring in a molecule though Potnak I would prefer us to try and solve the solubility issues on FLT3. GLA

Hoping to see an RNS this week confirming MAD is complete, must be due and then in my mind the real fun begins as the data allows us to progress with broader options. I still think that a deal from the 1a data is a highly probable outcome. GLA

Completely agree for me hugely undervalued a few more positive days and a scattering of news then onto a more realistic mcap. GLA