Member Info for LSBM

Buy in ahead of interim results on Tuesday.

Could this be the SP recovering after product issues or buying ahead of results? Or is this an indication that the results are worth investing in?

SM, thanks for your thoughts. I agree that it is a difficult one to forecast as it outperforms guidance, expectations, and any forecasts I've seen in many facets. With a strong H2 seasonal forecast and the support it had today, this is well on its way to 650.

What are your thoughts on where this SP can be in 6-12 months?

To put this into context, the 'Incidence and prevalence of autoimmune diseases in China systematic and meta-analysis' found: "Our findings suggest that 31.5–35.5 million adults in China (2.7–3.0% of the Chinese population) have one of the eight most common autoimmune diseases, which is broadly comparable to estimates from Western countries. The vast majority of this burden in China is from rheumatoid arthritis and autoimmune thyroid diseases." All autoimmune diseases combined affect about 3% of the US population, approximately 10 million people. (https://www.sciencedirect.com/science/article/pii/S2590113324000245)

Ups and downs are expected, but it's an excellent opportunity for new investors ahead of the news, particularly at these prices. We know the news is positive and potentially best in class if safety data is any indication. Based on RNS, we will find out just how good the data is by the end of this month. We have at least a licensing deal due to be announced shortly. The last time a licensing deal was announced, SP jumped significantly, plus FT forecasted this SP to 1.76.

Thanks, only time will tell.

What on earth is going on here? Any thoughts?

We live in a different world now, and while postage may be declining, we have a company that is innovative in its marketing and sales. In case you missed this, https://www.justeattakeaway.com/newsroom/en-GB/240290-just-eat-and-cardfactory-launch-exclusive-partnership-to-offer-on-demand-gifting-and-celebration-products.

The price seems suppressed despite the buys.

I think Sareum's patent protection of its compound tells you it is different you can't protect a shared mechanism. We know the safety profile is superior to that of the existing market, which also tells you they have something superior to hand.

Laura, along with the data readout, is the potential licencing agreement on SDC 1802. Big Pharma's patent cliffs are an opportunity for SARs as Pharma wants to acquire solutions such as SDC 1802. So far, SDC 1802 has demonstrated better safety and efficacy. This molecule, along with others, can potentially treat cancers, too, but to understand the scale of the opportunity for just psoriasis and how difficult current treatments are, check out https://www.dermatologytimes.com/view/dermatology-drug-pipeline-2023. There are some knowledgeable posters here, and I recommend checking out 'sadoldgit' and 'BRIGHTY'. There is also speculation of a TO, given the CEO has moved to part-time and no replacement has been announced. Good luck

Interestingly, many of the valuations on here have been based on TO, but if you look at the FT analyst forecast, they are forecasting 176 without such assumptions: https://markets.ft.com/data/equities/tearsheet/forecasts?s=SAR:LSE.

LOL, yes, that's MSN's automatic ad pulled-in happens a lot. But it does make your point if you read further down.

"Each of the SBCs made by both of these companies offers a wide variety of different applications, but one of the biggest differences between the two is that the community of private developers designing applications for the Raspberry Pi's hardware, architecture, and software systems is significantly bigger.

In addition to the official Raspberry Pi forum, you can find dozens of projects listed on sites like Reddit, Tom's Hardware, Instructables, All3DP, and even here on SlashGear. There are Raspberry Pi projects out there for your kitchen, home office, garage, hang out spaces, bedroom, back yard, open garden, and just about any other space you can think of. This network of communal resources is one of the brand's biggest selling points.

Banana Pi's community isn't nearly as big. There are a handful of projects for the company's SBCs out there. There are several listed on the official forum and then Ionos and hackster.io each list a dozen or so. It seems that the Banana Pi is much better suited to tinkerers and developers who want to create their own projects than makers who want to follow or adapt pre-designed projects."

That's one competitor down. Now, Sareum is one of 10 targeting psoriasis. For a list of competitors, scroll to the bottom here: https://profiles.biocentury.com/targets/tyrosine_kinase_2_(tyk2). Filter by standard indication. The scope of the market by development phase and whether or not it is partnered. Phase 1, SDC 1802 is one of 10 unpartnered.

Sentiments echoed by analysts concerning AI. https://www.msn.com/en-gb/lifestyle/shopping/raspberry-pi-is-a-buy-analysts-compare-british-chip-stock-to-microsoft-apple-and-nvidia/ar-BB1qtk5V

However, Banana Pi, a competitor Chinese board flagship M7, has the edge in almost every metric, especially regarding AI and multi-core tasks vs Pi 5. It has double the number of cores, matches frequency, comes in higher memory variants, and even includes a dedicated NPU. This would be bad news for Raspberry Pi if it weren't for the fact that the M7 is so much more expensive. Worth a read https://www.msn.com/en-us/lifestyle/shopping/raspberry-pi-vs-banana-pi-what-are-the-differences/ar-BB1qJ1Ed

In case you haven't seen this https://www.morningstar.com/news/business-wire/20240723720665/innocare-announces-first-subject-dosed-in-clinical-trial-of-tyk2-inhibitor-icp-332-in-the-us

Another TYK2 inhibitor progresses to phase II trials with atopic dermatitis. This demonstrates yet another Biotech focusing on the treatment potential of autoimmune disease using TYK2. Innocare's TYK2 inhibitor, ICP-332, was also found to be more efficient and safe than current treatments. This mirrors what we have heard from Sareum so far on 1801, solidifying the treatment opportunity for this class of Inhibitors. The data so far is positive. Just how positive it is will be revealed soon.

In case you haven't seen this article tackling an update post lettuce issue: https://ukinvestormagazine.co.uk/greencore-group-will-the-e-coli-outbreak-munch-into-this-food-manufacturers-profits-in-2024-q3-update-next-week-could-allay-any-such-fears/

Their sales are mainly back-end heavy with Christmas seasonal gifts. Let's hope they issue an update with new listing windows between now and then.

Their growth strategy is based on acquisitions to add coverage and value, reflected in the remuneration. However, there is an interesting debate on executive pay in the UK vs. the US on this topic. https://blogs.law.ox.ac.uk/oblb/blog-post/2024/06/uk-executive-compensation-lower-us-lets-not-be-so-quick-blame-regulation.