Member Info for Num4

Nice one Citizen.
"JAK-inhibitors, such as baricitinib, which are currently being tested in COVID-19, are hypothesised to inhibit TYK2 activity and therefore represent exciting therapeutic candidates. By remarkable coincidence, on the same day the GenoMICC study was printed, the NEJM published a study showing a moderate improvement in time to recovery for hospitalized adults with Covid-19 who received baricitinib plus remdesivir, over remdesivir alone."

When the world's scientists are excited by TYK2, as a shareholder in a company with a second gen tyk2 inhibitor it's hard not to be excited.

Then you look at the links to Gilead that Thoth pointed out and you get even more excited, then you look at their recent Filgotinib abandonment and now they have space for another JAK inhibitor, they will have professionals waiting for the next candidate and a tyk2/jak1 will be right up their street.

World need for treatment, scientific community said tyk2 inhibitors are needed, we have a second gen tyk2 - not difficult really.

https://endpts.com/its-official-gileads-dan-oday-pulls-the-plug-on-the-lions-share-of-their-filgotinib-collaboration-as-the-fda-erects-a-high-safety-barrier/

"Under the terms of the amended agreement, Galapagos will assume operational responsibility for ongoing clinical trials evaluating filgotinib in RA. Gilead and Galapagos recently paused clinical trials of filgotinib in psoriatic arthritis (PsA), ankylosing spondylitis (AS), and non-infectious uveitis following receipt of the CRL and, without a viable path forward in the United States, the companies no longer believe it is feasible to continue the current global development program for filgotinib in these indications. As a result, these trials will be stopped over the coming months."

Amount of millions spent here will be eyewatering. Indication good, their molecule not so, next gen molecule required for the scientists within Gilead to transition to.

Gilead clearing the decks ready for a new RA drug in their pipeline, one can hope.

Hot off the press:
https://www.businesswire.com/news/home/20201215006105/en/Gilead-and-Galapagos-Announce-New-Commercialization-and-Development-Agreement-for-Jyseleca®-Filgotinib

Government are giving 14.6billion to R&D in 2021/22, just mentioned on PMQ's. Funded trials of TYK2 are certainly on the cards for Sareum.

https://ir.prevailtherapeutics.com/news-releases/news-release-details/lilly-announces-agreement-acquire-prevail-therapeutics

Lilly just dropped a billion with a CVR in their too, as Thoth was talking about. Only 4 days after the company had their 1st patient dosed in a PI/II - obviously very different sides of science but if you done the math on the market sizes I'm sure Sareum have more potential. With CHK1 more advanced and 2 programs going into PI next quarter.

Only Sell Sareum if you really don't like money.

As John mentions in the Q&A, IFNAR2 is via TYK2 and JAK1 pathway, but it is down regulated in COVID, so inhibiting IFNAR2 is worse for the patient at the start of the disease as IFNAR2 is needed to fight the initial infection, if you wipe that out then more chance of it progressing. With COVID we will need to administer a tyk2/jak1 inhibitor at the right stage of the disease, having enough benefit so that we inhibit TYK2 so the cytokine storm doesn't kill the patient but IFNAR2 inhibition is irrelevant as the disease is progressed past initial stages.
As for the competition (BMS and Nimbus) having pure TYK2, then my thoughts are they have the same problem as IFNAR2 is tyk2 and Jak1 signalling.
The lead researcher in the Nature paper, is looking for treatments for years to come for COVID in ICU, after that paper you can bet your bottom dollar that a TYK2 inhibitor will be administered in ICU COVID patients within the year. Pfizer should be pushing ahead with theirs and positive feedback from that will enable SDC1801 to advance quicker.

There should be a queue to partner with Sareum on this, potential is huge and IMO very likely, they will want to try every TYK2 they can get their hands on, we are within a very select group of companies.

If anyone wants the Q&A recording just drop me an email, num4lse at gmail dot com.

UK government are aware via UKRI, when they look for a tyk2 inhibitor we will be front and centre.

Listen, a vaccine didn't exist a year ago. They didn't spend 6months in lab studies to see if it worked - people are dying with no treatments. We have a treatment, why are we wasting 6months in a lab study, we have the manufacturing route, it's ready to go. Get it running alongside the lab study asap.

Any discussion which are happening will now be sent back to add another few zero's. The nature article is significant.
UK government ordered millions in vaccines before produced, we now have the treatment drug, Matt Han**** on speed dial.

https://www.google.com/url?sa=t&source=web&rct=j&url=https://apps.dtic.mil/sti/pdfs/AD1048482.pdf&ved=2ahUKEwj6pLK-vc7tAhULV8AKHcc6DvMQFjACegQIARAB&usg=AOvVaw0zVy-Fi57XZOKkw1Zd8Nne

Or Google "20347 lupus"

Where in the lupus paper does it say tested on humans? I think not. Intact it mentions mice straight away. F1 mice so they are really fast runners...

Good to see them respond to this, exactly what I have emailed them a few hours ago.
I sent my AGM questions to Tim few hours ago. Good day tomorrow.

With the nature article on TYK2 and Don Nicholson already mentioning it publicly, it won't be long before Nimbus put their TYK2 into trial. We just don't know enough about it (COVID) to think that second or 3rd to this party will be of financial benefit. I'd rather have the association with a major (instant SP increase), and free, rapid data on SDC1801, all of which are a given - instead of maybe getting SDC1801 into patients in 6months time. Pfizer and rest of the big pharma just made a vaccine in under a year, you ask the question to anyone in the world a year ago, how fast can we make a vaccine for a new disease and under a year it's impossible.
The Vaccines are across the line, treatments should now be in the spotlight, we have a tyk2 available and Pharma will need to keep the momentum going, what was impossible is now reality, our preclinical tyk2 can this be in patients within a month or 2, why not?

It's just further unmet medical need for an effective treatment. Vaccines are good, treatments could be better in this unknown future for COVID19.

New variant being reported by Sky News, COVID was never a Sareum target a year ago, let them take SDC-1801, put the rockets up it, and then we can get the study data for free, they can use it for COVID only. Sareums name would be in lights and the positivity behind that would lead to bigger speculation for a buyout. If nobody knows Sareum, giving SDC-1801 to Pfizer for free with COVID treatment only license the takeover speculation alone would give everyone their exit price.
Just an alternative thought.

New variant just announced, bad news for society. We need big pharma's to apply the rockets up SDC-1801. A deal MUST be done. I'm going onto prep questions for tomorrow AGM, unfortunately you can't submit in advance from what I have seen.
Thoth if anything you want asked, drop me an email.
I know this may sound crazy, but give SDC-1801 to pharma for free, let them have it but we can use the data (safety data) for other purposes. I'd be good with that knowing the value of Autoimmune and Cancer indications.

Your on the ball Citizen recently with the quick publication of anything related to Sareum. Thank you.
So that's Jakafi out of the game for treatment, wonder how much that cost, If this peer reviewed article was published before they started that trial, would Incyte have advanced Jakafi as they aren't TYK2.
Now the peer reviewed research confirms tyk2 there will be a scramble to get a tyk2 inhibitor into patients as quick as possible, Nimbus and BMS will be looking at this and if an Incyte or Pfizer took our TYK2 SDC1801 then they should be able to move it faster.