Member Info for Num4

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.

Not sure how we will get feedback from this interview. Very late admission just generates more questions than answers, you need to be screened to attend, tactics or poor management.

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.

What I'm not seeing here is anything that an investor would class as critical information. No numbers in the published data, unless he has a different pitch deck for the meeting.
Shouldn't be hard to get some serious millions when Tim shows what a PII deal could look like, everyone involved will be adding zero's on the end.
Interesting disclosure of £16.5million raised to date, when you compare that to other bios you will be surprised how they have done it that cheap.
This would then put the pharma's he has discussed in a procareous position, do a early license with Sareum for what Tim is asking, or let an investor come onboard and a different set of dynamics for a future deal, either way, we as shareholders are winners.

https://s3.eu-west-2.amazonaws.com/assets.lsegissuerservices.com/private/livestream/original-cbd09c5c-4819-489d-b3da-c4a69b2b96e3.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIAYAWFUVHUPZWAMTVE%2F20210126%2Feu-west-2%2Fs3%2Faws4_request&X-Amz-Date=20210126T084024Z&X-Amz-Expires=10&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEEAaCWV1LXdlc3QtMiJGMEQCIAk2jYDE6miJw30Eqb8pvB%2BO5fuC3G%2FWkKR5CQzfeiCwAiBdG3YPd5m2wV069yHD5Nctt37gygjaf41FKTJMFiDZcSroAQgpEAIaDDU1MTI0NDA0ODg3MiIM8RQB6ky3uSlbS0fBKsUBCg6hKWVZbYGWJgnkgeRcMno6AAa8G7wsZS9jvI8ihu2%2Fvuo9f6Fdh0Q%2FXSFmSKh4Pvr9zx4DGVIUj1MOGay1VxZZKIytI163WqZE2kcJ33f4hdHRR7RUPTab7kCqTinaEGnd4ziF8WeGwgpDPnHSC45JIyEdrWcwGwx8KE%2FVqncxUkXOvXd8%2FutMGyHuSlpE7%2BMtEk41Yz5BePsh9ktdtEdusBWKug2SLNn7%2FaZmYz%2BDWPtohOxLZr8TwiuC6ftdN9RH49Iw0Ju%2FgAY64QHbWE7hAFI9wJZ%2Fosb9XoZ%2BXWizSUe1t%2FJpsv%2BhNRsZ3%2BISI%2BJh2RgJudbwEvIQ%2Fv7h7gwhvwOjI6bljnIEZvOZ7zHG99ogkiQ7Im708ByxFqRzUIeA6F6tUCRbJRUOLyJvEec3UDE0luZyUxzPpVNgmc%2BO%2BYnQsCE%2Bgs8PiXZi%2ByUTOfAeEEuKqNX4npKcGT%2B5X0l%2Fy4MKjf6csGRs3vAT%2BPTlDUBz3Tr0aFtC7x3Eb3b8m0Eo3qvzAM7Vxih5CVLaKpXTBb4phJGVwAcTLtB09HcOPD8cOHsbl8MbFZoIk6Y%3D&X-Amz-Signature=e69f8ec4d751a55e8d01d7755195649a0c62b8c8a71286792d0061971c1d5c22&X-Amz-SignedHeaders=host

Another 17th November member

Filter updated today, well done Tom and Roger. Goodbye.

Hi Fadec, that's exactly right - not a single tyk2/jak1 will suit all types. To support your Albert Bourla comment, and it's important for the rest of the board to listen to these people, I'd like to remind you about Don Nicholson (ex Nimbus) stating on twitter that if you haven't got a TYK2 then you haven't been paying attention.

Agree that the publication of the indication is what we are all waiting for, unless we are waiting to announce multiple indications for multiple studies...

The swipe of a pen, for a 2man company, with worldwide patents pending and some granted, with assets ranging across multiple indications in cancer and autoimmune, a drug completed PII and should move to a fast-track PIII this year, a discovery platform which can be used to bring further compounds into the business and as if that wasn't enough a potential treatment (science supported) for severe COVID, which is here to stay.

Now the question is, what kind of mindset does Tim have at the moment, strategy is license at pre-clincial or early clinical. When you sum up this business from a larger risk analysis point then there is a case for Sareum to stop being a small biotech and start being a small pharmaceutical company - investors are required who have a bigger picture mindset and a bigger risk appetite.
If you look on the Sareum pipeline page, it looks small but imagine that pipeline with the funds to target all the indications, Pfizer have a dedicated section of the website for tyk2/jak1, they like it, an investor may well provide the capital for something amazing to happen.

Maybe a license for our TYK2s is not the way we will go, who knows - does Tim have it in him to think bigger.

Not sure I've seen this one mentioned before, acute graft vs host disease in bone marrow transplants/stem cell transplants

https://www.nature.com/articles/s41375-020-0804-2
https://www.targetedonc.com/view/moving-forward-in-the-management-of-acute-gvhd?seriesVid=1

Sareums SDC-1801 would be a suitable drug candidate for further analysis. The buyer/partner of SDC-1801 needs to have deep pockets and with the swipe of a pen would expand their pipeline in a huge amount of indications.

Sareum are at virtual LSX on 1st Feb. Do some research on this and you'll find some positives. Ok, I'll do it for you:
https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwj8vqHUiK3uAhUPD-wKHYzbCI44ChAWMAd6BAgKEAI&url=https%3A%2F%2Fcdn2.hubspot.net%2Fhubfs%2F378634%2FLSX%2520Investor%2520Ebook%25202019%2520Final.pdf&usg=AOvVaw2059q26EKfygWbYgsOI85o

Last 4/5 slides very interesting.

What boxes do we tick for all of these investors desires..
Biotech / Early growth stage / Oncology / Immunology

I think the positive to take from the ESRF work is the calibre of their research, they are alongside the multi-nationals in the use of this technology. I think it was related to CHK1 myself as there is a paper with Mr. Workman at CRUK on talking about ESRF.

This is very interesting, great find.
This just goes to show that no stone has been left unturned by Tim, utilising this technology can only a positive, now to piece the other pieces together.

It's the 9.99 not the 411.. equivalent to a 911.. news next week.

Authors of that paper are probably all heavy smokers.. :)