Member Info for Num4

I think it's time to apply the limit sells, 30p please.

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.

I think your best looking at the 2nd trade of the day, according to advfn! Take confidence from that.

Good Luck all - still plenty of legs in this but it was a nice wake-up yesterday afternoon.

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.

Mayhem, what do you think is holding us back? A decade of reading this board and watching the share price react before, during and after news I'd be more interested in your views as to why you think we are held back.

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 !

Tim has learnt over the years that's for sure, as we all have. Our time coming and the trend supports it. Tim likes Tuesdays aswell by the way.

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.

Would be nicer to hear the cost of SDC1801 to the government, that question must be on the AGILE application and a pre-order pending.
Blank cheque territory.

Nice direction which supports Sareum imo.
https://www.ukri.org/news/appointment-of-indro-mukerjee-as-new-ceo-of-innovate-uk/