The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Sorry, missed this important line from the EPA link which I want to higlight:
"EMA has started evaluating the first batch of data, which come from laboratory and animal studies, in addition to data on the quality of the medicine."
SDC-1801 rolling review due.
Nice link gekgo - I noticed VIR-7831 has now gone to rolling review with EMA, VIR-7831 was progressed through AGILE so the pathway is very clear, and this is also based on preliminary results.
https://www.ema.europa.eu/en/news/ema-starts-rolling-review-sotrovimab-vir-7831-covid-19
https://clinicaltrials.gov/ct2/show/NCT04746183
They have still yet to declare candidate-specific trial 1 (CST-1). SDC-1801 should be on this very soon imo.
With regards COVID, it looks like preliminary results are all that you need to start progressing to the next level in the chain, we have preliminary in human lung cells, so we should be progressing to AGILE.
Not my normal reading source but probably one that we should pay closer attention to over the coming weeks:
https://timesofindia.indiatimes.com/city/kochi/mutant-strain-attacks-young-and-old-people-alike-in-tpuram/articleshow/82393452.cms
Being in my 30s still, having not yet had a vaccine, and continuing to work in a closed environment with over 100 other people from around the country I am more reliant on a treatment for the uncontrolled immune response.
The sooner this gets past 10p so sooner I can leave this oil rig life. Anything close to 15p is an instant very early retirement from the rat race.
GL to all over the coming months
It's now 5month since research's discovered that modulating tyk2 can protect against COVID.
https://www.ukri.org/news/five-genes-identified-that-could-be-key-to-new-covid-19-treatments/
This research was funded in the same way our lab study is now funded. The research is moving from theory to empirical, UKRI will be looking to advance our tyk2 inhibitor in the quickest time possible.
It's a great position for Tim to be in, backed by the government through rapid trials will support any individual autoimmune target they wish to advance. Sareum love data and have plenty of it on these compounds, it has taken a long time but it's about to get real for Tim and John. Big numbers will need to be produced, if you notice they have stopped touting the previous deal values as you advance as now it's a different playing field, risk is reduced with our compounds and the COVID play out the cherry on top.
Now available.
https://www.investormeetcompany.com/investor/meeting/half-year-results-for-the-six-months-ending-the-31st-december-2020
https://www.nature.com/articles/d41586-021-01090-z
Thanks BoilB !
Hey Blastoid, can we replace "transformational" for something else, it's a bad omen for Tim, this goes way back so don't take offence. History is transformational never happened... Circa 2015 era I believe.
Inflection point suits our current status, best regards.
Hey Bigeasy, obviously I'm very excited about the next few weeks, everything is pointing in the right direction and as mentioned a few times, the inflection point is close. Tim likes Tuesdays btw.
If we are to partner with a major for COVID then it needs to happen very soon as the applications to AGILE need to be seamless for instant progression, every day clearly makes a difference to people's lives.
Nice direction which supports Sareum imo.
https://www.ukri.org/news/appointment-of-indro-mukerjee-as-new-ceo-of-innovate-uk/
Bobbler, nice find. I'd not seen that previously - always a lull at the start of the year since still in recovery mode myself, haha.
With the positive human lung cell results already and John mentioning that this information will have been fed back to the government via the research team at UKRI then imo we should find out very soon of the intent to go into AGILE, there is no reason to delay it any longer.
I think for them to already report good initial findings is all the assurance we need. They tested it against human lung cells first to give that quick initial finding, now in a mouse again for the study to complete but we know it is safe in these preclinical tests so imo nothing to worry about with 1801 going into trials on COVID via AGILE.
I'd be surprised if a bigger player doesn't take that over though, with regards the comment on R&D collaboration on UKRI page, I thought they have it away initially aswell but I guess it is a collaboration between the very people who supply the funding, government.
Government are aware as John pointed out in the Q&A, only thing not to like about Sareum at present is the lack of cash in bank, but counter that with the amount of potential income streams over the next 2month and it's certainly an exciting time.
Just listen to Tim in that interview and relax. A deal is coming and it may well be early for 1801. Sierra conclusion also coming, out-license on the cards and he also talks about going back to SKIL or in-license to bolster the pipeline.
https://www.edisongroup.com/edison-tv/sareum-holdings-edison-open-house-interview/
Yes, don't panic. Edison report is good but they didn't put a valuation out. Which if you look at other initiation reports they do.
I think they are cautious about putting the potential billions of value Sareum have in their compounds and fully patented.