Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
Downward movement looks to be over, momentum on our side with a 3p expectation this week. If Sareum release a specific RNS for the CHK1 data, which they should instead of wrapping it up in the half yearly update, we have a very interesting 15days of trading ahead of us.
The TP53 mutation in various cancers makes our CHK1 extremely valuable. Sierra are Micky Mouse really, previously called Pro-NAI, had some dodgy dealings under that name - they moved fast with SRA737 at the start but handbrake was then applied as they bit off more than they can chew and they didn't have the financial backing to progress it.
CPF partnered wrongly IMO but who knows what promises were made that they have failed to deliver on.
Time is of the essence for all these sufferers, Sierra legacy proving to be delay delay delusional.
Whilst no direct link to SRA737 on Sierra website and not even on their pipeline page although it is clearly in trials and awaiting results.
https://www.sierraoncology.com/science/#pipeline
Why would a company that has the rights to a drug not include it in the pipeline page, only 2 reasons I can think of, it is going to be discontinued and they try and hide the failure (contradicts the research and drive ICR have for this) or the compound is being transferred to a new owner? Which is what we are all hoping for.
They do have a hidden page on chk1 still live but unsure on dates of this publication and potentially just missed from the cleanup, google finds it, and to get it on the structured page with regards to SEO you have to select as a cornerstone page (if I remember rightly, been a while. )
Should be a good week for Sareum, our chairman has already retweeted Udai's tweet - however, I'd like to see them make comment and not just press a button.
Royalties on this could really transform Sareum. Looking forward to the next Q&A
https://www.sierraoncology.com/chk1/
Here is your head and neck link with Chk1/WEE1:
https://www.nature.com/articles/s41389-019-0147-x
The article refers to a Lilly compound which as far as I know is discontinued.
Tim should now be playing this up and not down since newer research has emerged with the WEE1 combo.
Mr. Thoth, we've certainly been rummaging for a few years now, I think the reference was a Chinese study originally but if you remember Sareum actually downplayed this and proactive released this:
https://www.proactiveinvestors.co.uk/companies/news/128726/sareum-plays-down-cancer-treatment-report-128726.html
I then checked another pre-CCT version, here's an oldie, SAR-020106. Now, this just got interesting..! (Notice the Krone !)
From 2019:
https://jeccr.biomedcentral.com/articles/10.1186/s13046-019-1434-2
"Glioblastoma is the most common and aggressive brain tumour in adults with a median overall survival of only 14?months after standard therapy with radiation therapy (IR) and temozolomide (TMZ)."
I don't recall Glioblastoma being mentioned and guess what else has been proven effective in this, yup, WEE1 AZD1775 Adavosertib. Ref:
https://clincancerres.aacrjournals.org/content/24/16/3820
This points to a CHK1/WEE1 combo treatment for Gliobastoma. All previous CHK1 compounds failed on toxicity, Sareum and ICR spent years on this drug and they have loved talking about it over the years with too many ICR names to mention but more importantly, their top man is about to raise the bar again tomorrow.
CHK1 for Glioblastoma ref:
https://academic.oup.com/noa/article/3/1/vdab015/6128603
To link a drug that ICR holds in high regard that you can personally invest in the success of is a true goldmine. Sareum provides that link and this is certainly a gold mine of a lifetime, All IMO - obviously!
Looks like we have had some good signs with Charlie appearing, the more filtered posts I see on my feed the greater likelihood that a transaction is close.
We are almost across the line, hold your nerve and don't let them Rob you of your patience.
Just reading over some of the Q&As and this answer about the data package may explain the delay:
A Covid-19 programme may provide additional data that could enhance the existing data package, and in turn this may expand the company’s options around licensing. However, it is unlikely that this would impact the timing of approvals in other indications. It is not unusual for regulators to wish to see all available data regarding a compound, irrespective of indication.
Adding COVID may well have delayed the CTA and the half yearly.
Lots to look forward too this month.
Update before end of April confirmed, add 8 weeks and your talking about the end of June, target date for completion of COVID study, what won't we know after another 8 weeks with regards the study, genuine question..
Moving forward with COVID study should be slicker than starting it.
It's not like all.the data magically appears on a certain date and time, it is built up so surely we have some preliminary data to announce.
It was confirmed by John that you can't patent a target, i.e. tyk2 Catalytic. But tyk2 as a target is relatively new in the world of treatments, hence the importance on BMS progressing, it gives a sense of insurance to others that it's safe and it works.
As you read more about tyk2 you will discover it is inherently difficult to target the Catalytic site, a special set of skills (Taken style) are needed in molecule design. Tim and John are a small number of people with the skills to do this. BMS and Nimbus have gone a different route, we can only guess on the reasons but they won't admit a "too difficult" line, instead as Thoth has said, failure turned feature, but since tyk2 targeting is so new, this allosteric approach is good and looks like it will work. Although not as unique as they like to tell you.
Now we shouldn't be worried by these allosteric compounds, they are by nature only tyk2, when you look at the various disease profiles you will find that dual tyk2 and jak1 can be more beneficial for some indications.
Yet BMS and Nimbus will state jak1 targeting will cause unwanted side effects - that's to vague to mean anything really and approved drugs exist which only target jak1, but they are trying to capture a multi billion market first, so as mentioned they will blow their own trumpet.
I really don't understand Nimbus compound who are trying Allosteric, I don't think there is much benefit since it's only tyk2.
Because we have multiple compounds, with varying selectivity across the JAK profiles, as the research progresses it will become evident that a little bit of JAK1 will improve results in some indications. Unlucky BMS and Nimbus, and Tim will be proven right over Don Nicholson.
Now let's just enjoy the relaxed lockdown rules until we smash the bottle on Thoth's yacht.
BMS/NIMBUS have been good at blowing their own trumpet with regards their tyk2, but the KOL panel for the merger are not that impressed.
Sareum data now desperately needed to see where we fit into the master plan.
https://www.google.com/url?sa=t&source=web&rct=j&url=https://ec.europa.eu/competition/mergers/cases/decisions/m9294_657_3.pdf&ved=2ahUKEwj7gOugvNPvAhUdRhUIHVT5CPw4ChAWMAB6BAgFEAI&usg=AOvVaw2Y53AhNLXfZRPm4T4Wzzdy
According to two competitors, which constitutes a small minority of all the respondents, the possible market for TYK2 inhibitor treatments for PsO should be segmented even further. TYK2 inhibition can be achieved with two different mechanisms: an orthosteric mechanism (where the drug docks on the active site of the TYK2 enzyme) and an allosteric mechanism (where the drug docks on the regulatory (non-active) sub-unit of the enzyme). According to the two competitors, allosteric TYK2 inhibitors are a distinct and unique class of treatments for autoimmune diseases because they are particularly selective and this ensures a good safety profile and high efficacy. The market investigation did not support this claim. Indeed, the majority of KOLs stated that allosteric mechanisms are not unique and orthosteric TYK2 inhibitors could possibly achieve comparable levels of efficacy and safety.55 One KOL submitted that “there is no evidence that an allosteric action mechanism leads to any benefits for the patient (in terms of efficacy or safety). Nor is an allosteric mechanism necessary to target a TYK2”,56 while another KOL added: “increased selectivity […] does not necessarily characteri[s]e every inhibitor with an allosteric mechanism”.57 Similarly, a competitor who is currently developing a TYK2 inhibitor stated that “overall, the use of an allosteric or an orthosteric mechanism for TYK 2 inhibition does not make a difference for the patient (i.e. in terms of efficacy or safety). […][A]n allosteric mechanism for TYK 2 inhibition is not necessarily more targeted than an orthosteric mechanism and may give rise to similar side effects.”58 For this reason, the Commission concludes that, at this point in time and on the basis of the elements at its disposal, no separate relevant product market can be defined for allosteric TYK2 inhibitor treatments for moderate-to-severe PsO.
Further government funding for 1801 would need to be lined up before the end of the study to assure smooth progression, 3months of data I'm sure John knows enough to make an application to progress the compound, it took a very long time to make the 1st application, we can't have a 4month wait to progress if it is showing efficacy.
What progression looks like, in this world who knows, what it won't look like is a sub 2p SP.
Timelines they very recently committed to are coming to an end for a CTA on 1801 for a yet undisclosed autoimmune target. Tim must be sitting on plenty data at the minute.
Only downside risk, failure to get an MTD it the latest tox studies, this would delay again but board has confidence and we should trust their expertise.
Sareum very stable at these levels, getting in Sareum now, you really don't know how well your timing is.
https://endpts.com/merck-takes-a-swing-at-the-il-2-puzzlebox-with-a-1-85b-play-for-buzzy-pandion-and-its-autoimmune-hopefuls/
Phase Ia, 56 patients, don't deal too early Tim. Look at what can be yours/ours!
We should have been well on the way with SRA, Dilly not lived up to the expectations - makes you appreciate Tim and John more, they do what they say, only just behind on timescales but being outsourced studies it's out of their control. Couple of diamonds within the Sareum mine.
The culture in Sierra must be terrible, certainly not patient orientated.
It's interesting that Nimbus and BMS still haven't pushed their tyk2 into a COVID treatment scenario. Don't know why..
I wonder how much Sareums manufacturing route for tyk2 can produce as I can guarantee it won't be enough if it's a viable COVID treatment.