Member Info for Nicksmith123

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.

So much news to come - for anyone joining now, set your expectations HIGH!

Upcoming RNS's (courtesy of Damion/Zylo):

TYK2 Covid-19 potential UKRI grant approval (Due Anytime Oct)
****potential for fast development and approval under emergency use protocol****
TYK2 Further grant applications for Covid-19 research (Due Anytime Q4)
TYK2 Updates on preclinical (IND-enabling) tox studies (Due Anytime Q4)
TYK2 Journal paper on preclinical studies (SDC-1802 vs. solid tumours) (Due Anytime Q4)
TYK2 SDC-1801 Potential IND Submission (Q4 2020)
******US patent Pending********
TYK2 Late pre-clinical licence deals (Anytime $$$$$$$$$$$$)

SRA737 Clarity on future development funding & plans (Due Anytime)
SRA737 Final Data readouts from 2 completed clinical studies (Due Anytime Q4)
SRA737 Potential next milestone payment ($5.4m to Sareum)

FLT3 Update on formulation success (Due Anytime before Jan 8th Q1*)
FLT3 Potential milestone payments+ (Potential Early Announcement*)

Jimtom - agree, and no one expects £12 here. It's about the market cap.

However, there is a HUGE amount of news in the pipeline with Sareum. Most on here see a covid grant as the first little step, with a raft of news following by the end of this year/Q1.

This is why many aren't willing to give up their shares, even at 2p or even 3p. 10 pence should be achievable as a minimum with the oncoming news.

that’s disappointing and rather odd.

what news did they hold out for before selling... the patent? doesn’t make sense.

https://technoweekly.com/uncategorized/246381/non-receptor-tyrosine-protein-kinase-tyk2-market-increasing-demand-with-industry-professionals-array-biopharma-inc-bristol-myers-squibb-company-nimbus-therapeutics-llc/

Warthog - you're so miserable haha. You need to do something to cheer yourself up in life.

I don't think any shareholder is expecting fireworks at the presentation. Nothing will be released at the presentation that we don't already know.

The shareholders believe there is things further down the pipeline, later on this month, november, december and january which will boost the share price. (Brighty and Damion have pointed these out on numerous posts).

I'm all for debate that questions what SAR are doing/they're PR methods, their commericial ability etc - but it's no point being miserable for the sake of it. That's just really tiresome.

Reckoner - other than the last one, they don't usually do this. You're right it is normal for companies, but not for SAR. They seem to like to just concentrate on the science...usually!

As workinginpharma said.... for me, this is the BOD feeling confident/smug about what they have behind the scenes.... can only be a good thing!

"Significant shareholder value"

Stephen - i think you're confused. The value of the grant isn't necessarily what anyone is concerned about (the bigger the better of course), but it's about acknowledgement of what is trying to be achieved. Who we partner up with etc etc.

I would have agreed that the grant value would have been important sub-1pence, in order to build momentum. However, sentiment and momentum is now on our side.

Sorry, i meant Lincs

Agree, it's all about building a consolidated and solid base, which is what is happening here so that it is ready for the next RNS.

Wilfred - top up at anytime, as you're looking for anything above 4pence when you might start questioning when to leave (if that according to many). Really these price points shouldn't concern you.

I think it's worth re-iterating the below, a post by Damion from before:

Upcoming RNS's:

TYK2 Covid-19 potential UKRI grant approval (Due Anytime Oct)
TYK2 Further grant applications for Covid-19 research (Due Anytime Q4)
TYK2 Updates on preclinical (IND-enabling) tox studies (Due Anytime Q4)
TYK2 Journal paper on preclinical studies (SDC-1802 vs. solid tumours) (Due Anytime Q4)
TYK2 SDC-1801 Potential IND Submission (Q4 2020)
TYK2 Late pre-clinical licence deals (Anytime $$$$$$$$$$$$)

SRA737 Clarity on future development funding & plans (Due Anytime)
SRA737 Final Data readouts from 2 completed clinical studies (Due Anytime Q4)
SRA737 Potential next milestone payment ($5.4m to Sareum)

FLT3 Update on formulation success (Due Anytime before Jan 8th Q1*)
FLT3 Potential milestone payments+ (Potential Early Announcement*)

Potnak... completely agree. patience is needed, which of course most of you LTH already know and can do. However, regular worthy rns updates are necessary.... we want buys at above 1 pence... these holders will want to hold until they realise profits etc Self fulfilling prophecy.

Hopefully this is a month full of good RNS updates....

Fyi this is done without trying to ramp others into buying as
we genuinely believe Sars value lies at least 4 pence and there is good profit to be had.

careful Searle.... Jinky Tinky Winky will be out in a minute accusing you of things, because they can’t handle debates or other opinions.

Realistically it’s great to see so many people with varied share price opinions on here... if anything this shows how valuable Sareum is and difficult to put forward a straight price on it.

A buyout is hopefully the last scenario, as it would be great to get some realised valuations to licensing deals first.

thanks Thoth, appreciate the breakdown and fair enough....!

completely agree... it’s about future potential and what investors believe it could get to. just pointing out that share price alone for the companies that have been pointed out on here isn’t necessarily a straight forward link to SAR.

nyct have done this, but just bear in mind, one needs to look at market cap rather than just share price. SAR have 3.2bn shares in issue. Even if it reached the current ncyt market cap, our share price would still not be anywhere near £1.00.

wow!

agree.... i too am invested. this has a lot in the pipeline and very exciting.

https://www.google.com/amp/s/amp.theguardian.com/business/2020/oct/08/boohoo-investors-called-upon-to-hold-firm-to-account-over-promises

it’s actually relentless.

....how important regular worthy RNS updates are. They would normally not release a RNS update prior to the patent actually being granted. However, by doing so It keeps momentum going. With so many shares and private investors in SAR, momentum and volume is key. A good start to the first of many good things to come...!

Adamribs .... this is the trough, so get buying matey!