Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
A quarter of the jigsaw now complete. 10years finding the pieces but they are coming together now.
Great strategy by the BOD recently ensuring shareholder value is upheld and I think we should see 10p very soon and I also predict the investor will be back at higher levels again, further supporting the SP rise.
Here's to all those nights and early mornings of only a handful on the board. Cheers to all!
Hi all, good to see Sareum continue on the rise and it certainly looks like nothing will stop this anytime soon.
I had suspected that the HNWI wanted a larger investment but Tim generally only raises what he needs, it looks like he/she has twisted Tims arm and provided more funding. AGILE should look after itself and I would expect a large pharma to take a partnership role to cater for the supply/demand and logistics side of manufacturing.
The AGM may need a larger venue!
Looking strong at the minute but it's not over until the fat lady sings. Not had much time recently to research but plenty others have now taken the baton.
Introduction of the HNWI has been a turning point, and I'm sure the investment limit was set by Tim, he only raises what he needs so I wouldn't be surprised if they wanted to buy more as they would know the positive impact this would have. Good to have them as a source of future funds and confidence.
Good luck all.
Not that I'd expect any LTH to panic sell this morning but it now looks like an RNS to get someone in cheaper. We could have easily been.told about the delay to CTA in June after the COVID work.
It's basically a confirmation that COVID work is on track and going into AGILE. Might be some big afterhour disclosures.
Time to fly.
It was always a strange one for Sareum, too much happening in June and why go into a CTA when AGILE will give you more data for free. Another nice problem to have for Tim and John. The confidence in AGILE is obviously and the desperation even more-so. Delaying the CTA is the right thing to do for shareholder value imo. As I said this will add a zero to any talks which were in progress.
I actually don't think Sareum will take it further once the AGILE PI/II data comes in, it'll be gone to a major to plan their own multiple CTA. SDC-1801 is too big for Sareum, still a end of June timeline for progress on what has now become pivotal in Sareums future.
As much as a delay is not good, the COVID research when it goes to AGILE will make SDC-1801 more valuable and it is the right thing to do. By end of year we will have PI/II data for SDC1801, you would basically add another zero to the deal for SDC1801 in autoimmune - all for free. It makes sense to me and any drop today will be bought up waiting on the COVID data.
For those that follow Martin Landray, he's just disclosed that in RECOVERY trial colchicine has no significant improvement, that's another no-go for an existing medicine. He also constantly mentions how important the trial design is - trying to take this top-down management message into an AGILE trial is important and when you consider the high importance of timing for administering a TYK2 inhibitor it becomes even more important to get this trial design off to the right start.
Administering TYK2 early, or even in healthy people can lead to them actually having a reduced initial defence against COVID due to IFNAR2 inhibition - the science from Kenneth Baillie proves this. John commented at an IMC Q&A that we do inhibit this and that timing is crucial. Obviously, the TYK2 overexpression in later stage patients is where we are targetting, that's why the trial design is so important. Interesting to see if they follow normal protocol considering the Indian varient now.
That was the reason for the PME at close of play,
https://www.shiftingshares.com/what-is-an-uncrossing-trade/#:~:text=An%20uncrossing%20trade%20is%20where,on%20the%20London%20Stock%20Exchange.
3p execution. Sentiment, timeframes and nearly every indicator (not that it matters much in SAR) point towards a progressive rise in SP. Any dips will be bought into until we double, maybe triple from 3p. My opinion only. Then we need news.
We are on the ride though.
Celtic - don't listen to my price predictions I said 3p a few weeks back and we didn't make it. We are all just going to have to wait and see and monitor the volume against the trends trying to make the best guess as to when to sell and when to buy. Point of note, just because you sell, doesn't mean you can't buy again. Even at a higher price, buy high sell higher, don't get caught up with missing the tops and catching the bottoms as we advance with volume more typical trading strategies will come into force imo. Good Luck
I wouldn't say forced, more it is in the best interests of everyone involved, including us shareholders, any logistics problems it may face won't be an issue for a major yet for the inexperienced trying to take it all the way these problems become real problems. Let the big boys take it over and prove the safety in rapid time, the preclinical package we have for numerous autoimmune then becomes derisked and it would give any big pharma an immune pipeline to be envious of. Once we have that initial partnership and association with a major the due diligence has already been satisfied and again, this de-risks the company to other pharma's. The COVID partnership can put our name in lights and then the fireworks won't be far behind.
All,
I'm wondering if the lab study work is using Sareum's normal labs of choice or via the R&D collaboration it has gone to a priority lab - I suspect the latter which would mean the 6month timeframe is flexible in my eyes. With them buys late Friday it wouldn't surprise me if we got an update this week. Progress decisions are being made in advance of "completed" studies and any decision would warrant an RNS from Sareum.
Once this goes to AGILE and the sales figures for the current "treatments" are spoken about and realized then this shouldn't have a problem advancing North for the foreseeable future. I would be very surprised if a major let us pursue this alone, I even wonder if we would be allowed to - meaning although we have the manufacturing route ironed out it's not going to be enough to satisfy the demand, we are going to need the infrastructure of global pharma, so I would expect they want to get on board now and cut themselves in for a share of the profits.
Big week expected we are holding a closed price which goes back to 2006 era, a firm second test of the resistance level and as mentioned the buys in the close of play suggest a positive start tomorrow.
Not long to wait, years of research and patience and more patience coming to a satisfactory conclusion.