Member Info for Num4

Hi lumphammer, hoping you all make a full recovery. Do the people you contacted not get anything official from NHS? I'm scheduled to work away over the Xmas and don't fancy it, a track and trace from Tuesday would keep me at home. Might just have to bite the bullet and work Xmas and New Year away this year - unless Sareum drop the big RNS tomorrow. Take care

Hi lumphammer, drop me an email num4lse at Gmail com
I need a track and trace.

Remember when we tried to distance ourselves from covid due to vaccine. I guess now we are a COVID 1st company, lol.
This tyk2 research is breaking all over, even our Matt Han**** tweeting it, I've been doing the rounds this morning, in a subtle way, but be assured this will come out either way. It's UK research at it's finest.
All bets are off, our COVID study will be backed all the way by UK Innovate you can be sure of that, it's a lot to put into words but timescales, funding, interest every aspect of our drugs journey has just been positively impacted.
AGM could be interesting.

Well crafted indeed, feels like you couldn't shut them up.
Now I want to see John Reader doing an interview on this news.
With the right PR we could make it into main stream media.

It's been a month tomorrow from the RNS, so we should be expecting the study to commence now, as part of the grant rulings I'm sure you have to start within the month. Starting the study officially is an opportunity for Sareum to highlight the reason for the study, the approved drugs of similar target, and how they believe and have the preclinical evidence of a drug which can help with this pandemic.
If we are ever going to get main stream media before a substantial license of T/O then the COVID grant starting is it.

further vaccine news and we are trending up - broke that association quite quickly to be fair.

Perhaps only jak1 jak2 kinase, but certainly worth the advancement of formal testing.

IL-27 is a member of IL-12 family:
https://en.wikipedia.org/wiki/Interleukin_27

Sareum corporate presentation, slide 5.
http://www.sareum.com/files/2915/9256/5454/TimMitchell-Sareum_BIO_Digital_2020.pdf

It's a hit. In theory..

This is taken from the annual report and accounts, page 18, when describing future outlook:
"Commercially, significant licensing deals will be sought to realise the high value inherent in the Group’s IP."
http://www.sareum.com/files/3116/0577/3619/Sareum_2020_Annual_Report.pdf

Tie that in with the main strategy of license late pre-clinical or early clinical and you can see why we are at the end game.
If you've not read this report then take the time to read it.

Our NED was an advisor to the CRT pioneer fund which licensed Chk-1, interesting! All other publications about him state he still is, Sareum says he isn't. I wonder who approached who for the NED position, he hasn't come onboard for salary that's for sure.

Expect a Sareum tweet of RMMs link

Hey RMM, What is your professional opinion on Parker then based on his role responsibilities highlighted by you?
Now that the patent applications are all submitted, I'm sure John will have more time on his hands - it would be good to see him or Tim get involved with the debate on twitter, like Jeb Keiper who is CEO of Nimbus - he isn't afraid to talk highly about his product, I shall be asking this question as part of IMC.

If we think about the CHK1 deal, which we only had 27.5%, and then translate that to what may be a dual tyk2 deal, the headline value should be at least double, then add on a few hundred million for the high interested in tyk2 and you quite easily get to a billion dollar headline value.

The 1.3million shares reported, reported just after 9, was more than likely a purchase made at just after 8 and reported an hour later, so showing as a sell.

Philboro - what rig are you on, if that's not too personal...

Fadec, I meant it to highlight the potential for this patent to branch out into multiple individual patents for specific indications thus extending the protection for longer.
I think I'm very comfortable with my investment and the way the SP has held up, whatever is going on behind the scenes I am not privy to.

Yes Fadec, I remember reading the SDC-1802 patent correspondence documents, tyk2/jak1 by name but not by nature perhaps.

Some good questions to be raised for the forthcoming AGM at least!

Mafuta, this has happened before, to thoth - can only be positive. Mine are tucked away nicely too. 300p. Never had a call but I'm unreachable for the forseeable. No phone reception in the skip, hahaha.

Fadec, I think it's important to remember that we aren't only going for tyk2 and the fact is we will never truly understand the reasoning behind Tim and Johns selections and slight variances of the formula for advancement, it also doesn't help that the paper for SDC-1802 in cancers is still not published, this will shine some light here.
I was surprised as you to now discover that T-ALL has its own patent application, but again this may be because of the way T-ALL is a more specific JAK pathway and they know how to target that better, again I don't pretend to be able to figure that out. If you look back at Tim talking about the TYK2 programs you see him specifically mention T-ALL, I remember as he always gets tongue-tied with it. Again I don't think I will ever understand fully the decisions they make and the reasons behind them, only that they have made them and we invest in them.
SDC-1802 on the pipeline has T-ALL as a potential indication so you would assume it is fully patented, but perhaps the SDC-1802 which is fully patented will work here but the individual formula specific for T-ALL will work better.

Assume the years go on and the specific indications go into trials, Tim and John may well slightly tweak the formula depending on the results and go again, with an adapted version of the patent, potentially what they have done with T-ALL.

Hi Stoney, and when you think that's just the tyk2 programs... I don't think having the patents officially approved for SDC-1801 will be a factor in any takeover or license, it would be better but not essential imo.

Hi Fadec,
It does suggest that they thought the challenge was too great and they went for allosteric "Given the challenges associated with identifying a selective orthosteric TYK2 inhibitor..." , the jury is still out when it comes to which is more effective but Sareum research shows tyk2/jak1 is better than tyk2 alone.
What Sareum has effectively done is took on that challenge and succeeded, BMS didn't bother trying and went for JH2. Perhaps not an exclusive patent decision as I'm sure not 1 factor would be involved, but Sareum having these numerous patents on something which BMS have stated is certainly a challenge will/should discourage other pharma to even try.
I think the patents we have in place and pending for numerous tyk2 selectivity compounds are going to be worth the big bucks - Don Nicholson has already said on twitter that if you haven't got a tyk2, then you have not been paying attention.
BMS/Pfizer/Nimbus have tyk2..to put Sareums names in that same column with multiple patents inplace protecting what is already very challenging others who don't have tyk2 can't go again for allosteric as IMO 2 of them is enough to drive single tyk2 selectivity competition.
Numerous TYK2/JAK1 profiles are what we have protected and for other pharma to try, this late in the game is pointless - Sareum buyout for tyk2/jak1 patents is an easy, easy decision for any large pharma.

I think the patents are like them double sided 1000 piece bean jigsaws, hahah.
Next news should be SRA737 big combo with LDG and PD-(L)1 inhibitors. Sierra have sat on this for a year.