Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
Hey Bigeasy - good to see you still around for your Q1 timeline, I think you really smashed your timing here so well done you.
Are you basing your "for sure" on the pattern of late trades reported or something more?
I'm sure many a small biotechs would love to get some appreciation and endorsement from the ICR, another tick in the box for Sareum then.
https://www.icr.ac.uk/working-with-industry/our-successes/case-studies
Sareum: the goldmine within biotech.
Stach, I was referring to development excluding COVID - SDC1801 should be finished preclinical and CTA in by end of March.
At least with the half yearly update we will get the chance to out further questions to the board. Your input would be welcomed.
Tim has the inside information which will allow him to hold the cards for any tyk2 deal, he will know how the COVID study is progressing thus ensuring a fully funded pathway to revenue.
To pry SDC1801 or SDC1802 from his hands your going to have to show a huge committment to the development, after all that is what he really wants. The billions and shareholder value are the byproduct of his success in helping treat life-changing disease.
The hint of positive lab results, which the science and other 1st gen drugs are giving us warm feelings about, means Sareum are the biggest under rated stock on AIM.
Hi Fadec, as I mentioned in the post - they have what I would term the 1st class inhibitors, all with black box warnings to date. If they believe in the class and want something cleaner then that's why I think they would look at Sareum. If nothing else to protect their pipeline, a competitor taking up these 2nd gen JAKi could impact their future sales. Sareum will have watched these molecules develop, the flaws and success - then designed accordingly. Hence 2nd generation JAKi.
Best.
Heres another article on the recent Pfizer failure with their JAK:
https://www.fiercepharma.com/pharma/pfizer-s-xeljanz-hits-competitive-hurdle-race-against-abbvie-s-rinvoq-failure-safety-study
Interesting comments by Albert, “We will develop the data, because in this country, you need to bring data and this is the beautiful thing about science and discovery,” he said. “But I feel that the benefits that [JAK inhibitors] bring clearly will outweigh any potential risks… because the data are strong.”
You need to bring the data, not the personality, the comprehensive data package Sareum would have produced will be what the executives are wanting. That is the facts of the molecule, not how well someone can talk about it.
Sareum will be aware of this failure and if Albert likes the JAK class as much as he talks about it, then he may well double down with taking an interest in Sareum's. Afterall, we are touting these as the second generation JAK inhibitors, now that Pfizer has the data from the 1st class, the multiple black box warnings, logic says they would now look to eradicate the flaws in the molecules which are coming to an end of patent protection anyway. We have strong IP protection, easy manufacturing, oral and we are ready to advance to the next level - not to mention the in-house unique expertise to modify the compound to be more specific for each disease type. Something which Albert has also mentioned and currently performs with his compounds.
Pfizer were first to get a vaccine approved - if they have an option to be first for a specific treatment then I'm sure they would want to claim that aswell.
I think something we may be overlooking on importance is the fact of the UKRI grant. As Andy mentions, therapeutics are now in focus. For this to end we need treatments.
In the past, I'm sure we debated the possibility for UKRI to fund our Phase1 for SDC-1801, this molecule has been supported before excluding the recent COVID support. Supporting a phase 1 for SDC-1801 by UKRI would allow greater insight into the safety data which makes for a cleaner rolling review for the COVID study progression, should the research on tyk2 be proven correct.
If they support 1801 through a safety study, which shouldn't cost the world then once the COVID lab study is finished they have the data to get it into patients faster.
Interesting this new grant was published this month, https://www.ukri.org/opportunity/innovate-uk-smart-grants-jan-2021/
"Opportunity for UK registered organisations to apply for a share of up to £25 million from Innovate UK to deliver game-changing and commercially viable R&D innovation that can significantly impact the UK economy."
A treatment for COVID ticks them boxes, will they allow us to use 1801 for another indication, start now, and use that data to advance COVID treatment, upon success of lab study. Do they believe their scientists to allow this to happen.
Volume and delayed trades gone. Has it been accumulation? If it wasn't you would expect a similar trading volume between a large group of Pi's. Instead it may have been a small group which have now stopped.
End of Feb can't come quick enough.
Damion - if you know of a pre-clinical test that can predict toxicity in humans then please do tell the Scientific world, for now we will go on the standard methods of drug developement.
Sareum have a took a long time to develope these JAK1/TYK2 inhibitors, at times I believe they were waiting to see the results of trials and what competitors were doing, this might be the tipping point for them to finally reveal a clinical target.
Unless the curve ball enters and we end up with a large immunology pipeline supported by external finance.
As simple as it gets, listen to big pharma. BMS-986165 have published sales potential of $4billion across 5 indications. That's per year, and we are worth £65milliom presently.
The more BMS-986165 progresses the better.
If we are 1 step behind BMS then we are winners.
The target is good, our differentiation gives us access to this market, our very low toxicity gives us therapeutic effect with little dose and therefore little side effects.
Sareum need the vision and the money to split 1801 and go for it. Not many with a tyk2/jak1.
This rushed presentation is a message to someone, or a test of time in the spotlight.
Yes, this event has been added last minute to the website, as I was on the events page a few days ago, when I posted about LSX coming up.
Like I posted a while back, Sareum could be a pharma and not a biotech if you have someone with the right vision and funds, does Tim have what it takes, time will tell.
COVID treatment could require a few compounds, specific for disease severity, modified to suit. Pipeline potential just keeps on giving
This could open a restricted line of Common Stock.
Tim's children sell themselves, stick to the facts Tim, plenty to shout about.
Remember this will be guided and previously discussed with our NEDS, who know what a successful strategy looks like.