Member Info for Nicksmith123

Hi Rmm - some really good posts over the last couple days. Good to hear on confirmation too. thanks !

Lets face it - not the result we wanted.
What concerns me is that we constantly heard how pleased they were with the progress of FLT3 with the partner. It just seems they aren't aware on how to run the business commercially. It does make one question how they manage a big licencing deal for TYK2 if that ever came about.

Look - i get it, it wasn't a big part of SAR and as the RNS says, it was "deprioritised". But £900k would have helped... and as Damion/others have said previously... realistically are we now looking at a placing?

Yes TYK2 is the focus and lets hope this comes through, but i still question how well the business is run commercially...which it needs to be if it's on AIM.

I would hope the company have some golden nuggets coming through over the next month or so.

Thoth... i fell for it. i thought he was a really well informed poster (which he is i guess)... but the more i look at it,
his joining date, the initial subtle negativity ... the more i feel it is a rigged poster!

to be honest... i hope it is a rigged poster... bodes even better for SAR if it has got to that stage.

Surely... just surely... we can release a RNS on monday, acknowledging the media noise and how Sar is working on a solution for severe covid using tyk2 etc. Yes, a bit of ramping, but only worthy ramping. Even if there is a behind the scenes takeover deal going on, it can’t do any harm to push the share price up!

Bridges - delayed reporting happens on shares across the board. I never said delayed reporting doesn't happen. It does all the time. The share price is also reflective of the buy (or sell).

I hope im wrong and i hope you're right.

What large buys? There are no large buys.

I am sorry, but i strongly disagree with Bridges, Mafuta etc. MMs create a market- they sell at a price that can drawn in sellers and buyers. They may swing prices/tree shakes during the day, but in general it is not in their benefit to hold the price low for weeks on end. Especially when volume is so low.

The large spreads occur on all low volume stocks - that's how MMs can create interest and minimise their risk. That is why we see swings on single trades.

There is no accumulation of shares here. Low volume is because this is AIM and right now SAR don't have anything pre-christmas to create attention, so interest is low. Covid grant was built in.

IMHO i don't think there is a takeover occurring either (sorry Thoth). Tim said himself that the larger pharmas want SAR to be further down the line, P1 done with etc. I think that's when the real value will occur. If a take over is occurring in the background, you can be sure that there would be the sudden appearance of II Funds. There are always people in the know.

I agree with the 6 month timeline that has been put out there. For this side of the year, i would hope that we get payment from SRA737, but who knows... behind the scenes it could have been decided they will start progress on this next year.
I am also weary of the Chinese and their willingness to pay up. The market certainly doesn't seem to think so, otherwise we wouldn't be at this price. Funding for trials could also be a concern...

I believe SAR will realise value, but my concern has always been that we have scientists running the business end and this could mean we get shafted (Chinese, Sierra etc etc). I hope not and hope they are experienced enough to know better now.

The products are good - give it a few more months and i hope we are in a completely different position to where we are now.

BBC news on Moderna vaccine:

The trial involved 30,000 people in the US with half being given two doses of the vaccine, four weeks apart. The rest had dummy injections.

The analysis was based on the first 95 to develop Covid-19 symptoms.

Only five of the Covid cases were in people given the vaccine, 90 were in those given the dummy treatment. The company says the vaccine is protecting 94.5%."

oh and best of luck with your recovery! sounds tiresome.

Thanks Thoth, appreciated.
Enjoy your sunday

Hi Thoth - on Fadecs point, if TLL have a similar tyk2 that is just as effective if not more, then why do you believe we can licence ours/have a takeover, when they haven’t?

Fadec - we know the TLL molecule is behind ours in development. We are ahead. As others have mentioned before, there is surely room for more than one too?

See the last paragraph from John and Tim. They seem pretty confident in 1801/2.

I think we should always be aware of the competition but the key is to focus on our product. Make it the best we can and get it to clinical as soon as possible. If we can do that, then the competition won’t be as relevant.

My only concern would be if we have enough money to get through first stage... Though Num4, Thoth and others believe we do/will get funded.

Q15: Is TLL Pharma’s TLL018 a TYK2/JAK1 inhibitor seen as a competitor for SDC-1801 as they both avoid JAK2 & JAK3?

The TLL Pharma molecule does appear to target the same mechanism of action as SDC-1801. However, given the early stage of development and the lack of comparative data it is impossible at this stage to draw meaningful conclusions about how these molecules might compare in a clinical setting. We are confident that SDC-1801 has a differentiated profile and is highly potent and selective, as well as demonstrating a promising safety and efficacy profile in animal models.

Thanks Num4, appreciated.

Just fyi, this is an example of the NCYT one:
https://filebin.net/yujd97baea20vdou

They have phenomenal researchers, much like our board. They often find things before NCYT have announced it... much like our board!

Hi Num4 - this is a great idea!

The more info we get the better and it will make us better shareholders. I am sure some of your are aware, but NCYT board have a similar process and it does amazingly well and very collaborative/supportive. It is even used by institutions for their research.

The most exciting thing about the RNS.... look how quickly the dips were being bought up!

RE: RNS.... i said it with COVID (side play) and i believe the same with SRA737, FLT3. It's not where our main focus is (for now... maybe in a few years!). SDC1801/1802 is where the value is going to come from. Furthermore, i think that the money in the bank is coming soon on SA737, as oppose to endlessly waiting. Even if CRT took it back and re-licenced it, it wasn't going to happen over night. This to me reads as confirmed money in the bank. So it can be used to drive our main focus - TYK2.

Don't forget SAR aren't in charge of this, so any extra cash here should be seen as a bonus (albeit it wasn't what shareholders expected.... though to be fair, maybe it's better than having no money in the bank, as that's what would happen ).

Yea i know.... they seem to like to jump the gun.

FYI:
https://twitter.com/HybridanLLP/status/1326823542843957248

....

A) Is it because the LSE chat is back up and running, calming nervous investors?
B) Is it because we listened to Thoth's sell limits?
C) Is it because the likes of Bridges always said it was undersold?

We will never know! : )

Changed mine as a trial too...why not eh?! 3mil - £1.00

Agree to disagree Baserite. Shorts aren't not in big play here, anything over 0.5% is tracked.
The Pfizer move just scared new investors into selling quick...those who bought SAR on thinking it was a COVID play.

I have to disagree. MMs are not the reason this is dropping. They are not "playing us". If you go on to any board, where the share price is falling, all holders are quick to sight the MMs. That's not how it works.

This is Sareum's fault. Go back to Investor Meets question:

"Q28: Do you believe you're still on target to deliver "significant shareholder value" this year, as per your targets?

Despite the very significant move upwards in the share price over the last 12 months, we believe that there is still considerable potential value uplift in the company. It remains our ambition to see this value delivered to our shareholders as the company continues to progress."

Well.... if it continues this way, they would have lost their significant move up. What are they doing about it? How is the business being run commercially? They are an AIM listed company - they need to be doing better commercially.

They've lost a huge amount of market cap, but they don't care. Maybe it's because they have something in the pipeline or maybe it's because they're grossly involved in the science. However, they should be running the business commercially too and retaining shareholder momentum is key. I can't believe they can't see this?