focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
It's a sign: https://www.superyachttimes.com/yachts/cassandra/photos
We must be getting close now, as we well know..The further arrival and desperation from new users with 1 post to save us from ourselves is outstanding - just genuine decent people trying to help us, sitting watching a share and then all of a sudden have the urge to help out shareholders by creating an account and telling us how it's going to end up.
I can't believe for one minute that anybody ever falls for this, it's actually turned into the biggest sign to buy.
For those that haven't seen this, here is the grant award a project goals:
Sareum is developing SDC-1801, a small-molecule inhibitor of kinases TYK2 and JAK1, as a potential therapeutic for a wide range of inflammatory diseases such as psoriasis, lupus and Crohn's disease. Cells signal to each other using cytokines, and SDC-1801 works by blocking specific cytokine signalling pathways, leading to reduced
inflammation.
Covid-19 is caused by the virus SARS-CoV-2, and usually results in a mild disease that resolves on its own. However, some patients develop a potentially fatal severe disease due to inflammation arising from a 'cytokine storm' overreaction of the immune system leading to Acute Respiratory Distress Syndrome (ARDS), requiring intensive care. A major inflammatory pathway over activated in severe Covid-19 patients, known as Interferon Type 1, is blocked by SDC-1801\. We believe that SDC-1801 could therefore benefit severe phase Covid-19 patients by blocking Interferon Type 1 signals and reducing the inflammation during 'cytokine storm'.
Furthermore, inhibiting the kinase TYK2 has been shown to reduce bacterial pneumonia in influenza patients. We believe SDC-1801 will have the same effect in Covid-19 patients, potentially reducing the levels of bacterial infection that have been seen in up to 50% of Covid-19 patients.
The aim of this research is to investigate the effects of SDC-1801 on cytokine signalling after human cells are infected with SARS-CoV-2 to ensure that the Interferon Type 1 pathway can be blocked in this disease. We will also use mouse models to investigate whether SDC-1801 can reduce bacterial pneumonia after SARS-CoV-2 infection. If
this research is successful, we would aim to begin a clinical trial of SDC-1801 in severe-phase Covid-19 patients during 2021\.
"
https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/986524/Competition_Results_-_UKRI_Ideas_to_Address_COVID-19_Innovate_UK_de_minimis_Aug_2020.pdf
Last update confirmed that it does indeed block the pathway, next update and full data release on the mouse model due July.
Thinking about the story the best previous example is that of BioNTech, nobody knew that name previously, now it's a household name. Directors billionaires, shareholders not far behind. I think we are the BioNTech of therapeutics, partnering with a major on COVID should be our next step.
Hi RMM, I think the problem, another "nice problem to have" will be the supply, hence the scarcity and the forthcoming knee-jerk reactions to place orders to give the one thing we need, not only as a country trying to come out of lockdowns but as a world trying to prevent deaths - hope. Treatments to date aren't making the same headlines as the vaccines have, and when we know the virus will continue to mutate the need for a treatment that is not a repurposed drug is huge, especially in pill form. When you think about the story that is going to evolve, for people to say news is priced in is very short-sighted.
What I think we may be overlooking is the potential for world interest in our pill post this research update which is due start of July. As we expect it will go straight into AGILE but what we haven't mentioned is the interest of other world oganisations. Yes, UK will take it through trials but it will also allow Sareum to open up huge revenue streams selling this pill to the world and allowing them to put it through it's paces in their own trials. If you remember China were vaccinating people without a completed PIII. So expect the unexpected as desperation for a treatment in the poorer regions and especially Brazil will be jumped on. Delivering a vaccine to everyone in these countries comes with huge logistical complications, send a box of pills and COVID tests does not. If you test positive and have symptoms, take a pill, if the symptoms get worse, double the dose. In theory this would reduce the amount of people needing hospital or dying, so far the theory around TYK2 has been proven, governments will want to secure this pill as a matter of basic scarcity.
Nothing is stopping Sareum from having contracts with other countries for the supply of SDC-1801, that's also why the patents are of such importance. Sareum would see huge eye-watering revenues within weeks. World governments bought everything else, masks, tests, vaccines - why wouldn't they buy a pill which has so far passed the tests within the UK framework of drug discovery.
https://uk.finance.yahoo.com/news/uk-investors-buying-sareum-holdings-071621824.html
We certainly fit the strategy, "She added that GSK's strategy 'continues to be to focus on the science of the immune system, human genetics and advanced technologies to get ahead of infectious diseases, HIV, cancer and immune-mediated and respiratory diseases'."
https://www.thisismoney.co.uk/money/markets/article-9703741/Emma-Walmsley-takes-huge-axe-GlaxoSmithKline-dividend.html
I'm sure London won't mind me posting his comments about the warrants. Read carefully.
"
I don't understand some people's focus on the warrants. These are unquoted warrants - so they are exercised before the expiry date (which is June 2026). Unless I wanted to sell the shares, and arguably I would start with some of the 32.1m shares I had subscribed to, why would I part with cash to exercise them?
If the price falls back to 2p from tomorrow until June 2026, if I haven't exercised the warrants, I lose nothing. If I have, I lose 3p a share. If the price rises to 10p a share, if I haven't exercised the warrants until this time, I have made 5p a share. If I have, I also make 5p. So why would you exercise unless you wanted to sell - the warrants give you the same upside as holding shares but none of the downside.
The only other reason might be if the underlying shares paid a dividend not entitled to warrant holders, but we're not there yet!
Ask yourself why you would exercise warrants that don’t expire until June 2026?
There is absolutely no further upside for them to exercise but there is potential downside. So if they do want to get to the stage where they issue a TR1, and this would lead to share price strength on it’s own, better to have committed the capital they would have to part with to buying shares in the open market. The warrants give them financial leverage which disappears once exercised.
Clever and shrewd does not mean subscribing to warrants that at one stage today were only 10% in the money when there is only financial downside risk to doing so.
As a portfolio manager, warrants give me financial leverage. The only reason I would exercise non-publicly traded warrants would be because they were in the money and due to expire or because I wanted to sell the underlying equity.
"
Silver, in a nutshell. Firstly our JAK is not being used in tofa and that sentence doesn't really make sense. It's 2 separate compounds. tofa is a 1st generation JAK, for years Sareum used it as a benchmark to measure efficacy against as after all it is an approved JAK. In all of the testing we outperformed tofa.
So the hint is, if tofa showed positive signs then ours will show extremely positive signs.
Another note, a JAK inhbitor can be classed as anything targetting, JAK 1, 2 ,3 and/or TYK2. So it is the same class of drug, a JAK but selectivity rules the roost as to whether it's any good against the multiple diseases which signal via this pathway.