Member Info for Num4

Parker retweet of my tweet was a good sign as it means imo he agrees that we are completing preclinical very soon, before 2022 imo. Before the AGM, I'd love to see that.
Few thoughts, this completion could be the catalyst for the next big value driver, a licence on 1801.
Huge support for this licence by existing shareholders but only if the price/deal is right, the board have been consistent with their shareholder value comments, balance between need for cash and later stage more lucrative deal.
Already confirmed that we will.need more cash for the actual clinical trials, suspect this is already prepared from the HNWI's, as why take consultants onboard to design the trial, costs must be accounted for if Sareum are to get the go ahead, as we know they leave no stone unturned.
If you watch the YouTube videos from about 5year ago you'll hear Tim say that you can do a deal at anytime with the right target, now just look at what tyk2 has become, unbelievable.
Personally I'm hoping that the COVID play isn't dead and the consultants and reformulation into capsule are part of the prerequisites to a deal.
If you read about previous M&A in this sector you'll discover that not all deals are simple, Sareum could play this a multitude of ways, sell rights to specific regions and use of clinical data, options for licensor to take worldwide rights at a later stage, I'm hoping they are getting creative as that is a way to protect shareholders into the future development of our compounds, an addition to the board would be welcome in the face of any deal from a large pharma. Pfizer on the spending spree and confirmed on an investor call that they want medical breakthroughs in early stage development, tyk2 can imo be classed as a breakthrough now that FDA approved BMS drug and the amount of disease, including COVID that could be treated.
Pfizer could take 1801 in COVID only, I'm sure we'll all be happy with that, but they know the JAK class very well indeed, recently stopped development of majority of their JAK inhibitors, they will have some amazing in-house expertise in this area now, which lets forgot is still very new in pharma timescales. Breakthrough treatments in multiple disease, instant FDA fast track.

https://www.fiercepharma.com/pharma/abbvie-s-rinvoq-notches-crohn-s-disease-win-amid-class-wide-jak-safety-concerns

A safer drug in this class will become the blockbuster of the year, capsule format should also help with all new assessments by FDA in the future, the more we can disassociate with oral JAK the better, the next gen capsule JAK. Now go and write an article Tim, publishing the toxicology results to the world.

Further trades published. Good signs.

Hoping the company releases a form of RNS to update the market that formal toxicology is complete and results are positive.
If you remember Parker tweeted at the time about a stronger formulation to allow completion, this was then confirmed that it will complete by year end. The fact that we have now got experts onboard (at a cost) to help with the trial design confirms that any toxicology worries should be put to bed.
We normally get an AGM statement from chairman on the day but considering the importance of this completion it warrants its own RNS imo.
Further grant announcement from UKGOV for COVID would also be welcomed, considering its a year since our last grant.

Just look at the market size for a safer inhibitor, Sareum are on the verge here, I'd expect some larger players to take a position in the company on the expectation of improved safety and a nice market share.
https://www.reuters.com/business/healthcare-pharmaceuticals/fda-warns-increased-heart-related-issues-pfizers-arthritis-drug-xeljanz-2021-12-03/

Mentioned a while ago about fundraise questions, if you take a look at Sareum Holdings on companies house you will the various alloted share issues, had a quick look and tried to tie them to the RNS releases, some tally up and some don't for me yet, but I suspect I just can't see the links.
https://find-and-update.company-information.service.gov.uk/company/05147578/filing-history

Some are associated with the salary deferral aswell.

That's great to hear Salford, hope things only keep better for you. Onwards and upwards, positivity is the way forward.

As we know the funds raised are all for preclinical work, we'll be going back to our investors should we choose to take to clinic. I'm confident that the existing investors are able to fund whatever we ask.
We are not listed as presenting at the Edison event in January so imo, we are sorted.
https://www.edisongroup.com/event/open-house-global-healthcare-2021/#

Tim has not allowed them to invest too much too quick for a simple reason, it increases shareholder value by issuing shares when we need the money. That will continue to drive the SP in the right direction. BOD share purchase on any drop and it's blue skies

Hi Citizen,
Yes, all good this end my friend. As Thoth has stated before, the markets and even some pharma are playing catch up, I think we don't really know the value of the patents as for a catalytic Jak inhibitor we are the only one. The lack of competition can point to a few arguments; it's a worthless target, it's too difficult to get selectivity, it's patent protected.
Tim and moreso John is probably one of the most well researched scientists in this field after what is nearly 10years on compound design, the patent he has produced may well have far reaching implications in the design of a further tyk2 inhibitor. The BOD know the value of the patent and that is why imo we haven't licensed it already, as time continues to pass the offers will keep going up.

Well worth your time and effort:
https://www.nature.com/articles/s41573-021-00195-4#ref-CR146

Too many snippets to copy and paste, but gives good background to the foresight Tim and John have had.

Last section about the next 20years shows you we are not late to this party, we are very early, concluding "In summary, the potential for developing novel types of kinase inhibitor is huge, and we confidently predict that this will continue to be a major growth area over the next 20 years."

Fearg, you certainly are not wrong with that statement, Don Nicholson ex-ceo of Nimbus and big pharma executive publically stated that if you didn't have a tyk2, then you weren't paying attention.. (Twitter post from about 2019). Their tyk2 is now wrapped in red tape and the competition has approval.

Don't underestimate the interest here.

I think we have the modern day imatinib on our hands. From new drug application to approval in 2.5years. 20years since the first kinase inhibitor. Deep pockets required.

All part of the game I guess, certainly seen them come and go over the years. Celegene 20yr chart ready for its next leg up once some VIPs onboard.

Take in the BMS news and now realise that a tyk2 has gained acceptance at FDA, plenty critics of the JAK class due to safety so this really does change the landscape, our investors will be delighted and so should we.
BMS can only target tyk2 which realistically only gives them IL-12, IL-23 in my opinion. They are first, but they are very very limited as to what they can treat, and now they know they have an approval they'll wonder how the hell they can target JAK1 aswell - well they can't.
The BMS researchers for all the glory that will be in the business couldn't target the catalytic site successfully, so, by accident or skill depending on what you read they found the allosteric site worked but only for pure tyk2 inhibition - this also means in my opinion that any allosteric competition, Nimbus and that other company someone posted who went into clinic with a tyk2 allosteric are wasting there time.
Yet 2 scientists in Cambridge spent the time to successfully target tyk2 and JAK1, validation of the class just took its final step, the doors will open and now no better time to confirm toxicology for sdc-1801 complete.
Once this enters clinic, the speculation about future sales will surpass our expectations, example for psoriasis :
https://www.evaluate.com/vantage/articles/news/snippets/bristols-faith-tyk2-pays

Now take the time to look at what a tyk2/JAK1 compound can potentially treat, without any COVID angle.. patents in place describing what I think was 40..

As ever the value is in the patent, where others failed Sareum have succeeded, they're just playing very hard to get now.

Seriously good news today imo, I'm also looking into something which doesn't add up on the fund raising side, questions have been asked and if it turns into anything I'll update.

Our BOD have repeatedly said they don't know what Sierra are doing and only know when the market is informed, which is a bit strange but they've stuck to the that line, meaning any share purchase by our BOD would not breach any rules, we know the tyks are going to be another few months so buying shares now is a window of opportunity considering Sierra have all but confirmed it's advancing.
The income from this over the next few years and royalties changes this drastically and would provide funds to take tyk2 further, we just need a visionary to do it, or sell up to a major with a nice shareholder deal, either way I remain comfortable with this.

Evening all, hope everyone is well. What's been going on with the SP then...I left the board for a while, been a bit busy at home, now married and house extension coming to a conclusion. Big test, getting married and doing an extension at the same time, I would not advise to anyone..ever. haha.

Still heavily invested here and only sold some a while back to pay for wedding and some tech, the usual stuff.
The drop then, obviously the only let down is the timescale delay, again, but when Sareum announced these delays the SP held up, I posted at the time, as once again that was certainly not the typical SAR pattern, the levels of support where still there.
But now it seems we are catching up on that expected drop with a delay, strange.My own thoughts lead me to think about how someone blinked first.. HNWI had to be very limited in there investment, very specific amounts and now confirmed by Tim that this money is just for preclinical, so they know another cash call will come before we enter the clinic.
HNW's and Peel go hand in hand by the looks of it, it's just who blinks first, now they're in and now IMO they want more but for less. They know Sareum need more money, are Peel walking this down to accommodate the next more favourable investment.
Tim can't complain and to be honest, we as shareholders can't complain, we are financially secure with investors. I think just let them play there games and watch. Testing times for sure, but let's look past the next few months with the knowledge that at some point Tim and John are going to have to release these tyk2s. That's effectively what we are here for now.
Good luck to new investors on this one, believe in the science and ignore the noise because it doesn't come from Sareum.

Madd, it's huge in the fact that it protects what could be multiple new drugs for treating autoimmune diseases. This is what will be the terms and conditions of a future deal and create the value. Handbrake needs to come off though now.

Hey Thoth, my time is not my own at the minute so struggling to keep up with the board, could be a good week ahead though. More milestones reached in this investment, the next one's should be huge.

The lower the IC50 the better efficacy in inhibiting the target, which is tyk2, therefore if you only need a small amount of dosage for the required inhibition unwanted side effects should be minimal.

First time Sareum have listed people other than John on the patent, strange. They are all based in the good old North East, Cramlington and Sunderland.
IC50 value of the new compound is 1.9 Against TYK2.

Manufacturing sorted, the details are now out there and the new tyk2 is in town. Trials about to start and the longest patent protection for the compound. This could turn into the biggest breakthrough for autoimmune diseases, hoping the handbrake comes off this now. Good luck people

Positivity brings what you want in life notalot, believe in what you want so much that you imagine it already the case, keep the imagine of the future you and don't deter. It will go well and you will be continue to enjoy spending your Sareum money for many years to come.