Member Info for Num4

Celtic, I'm just highlighting what patent is for each tyk2, allowing people to do their own research.

Explanation of the patent page on Sareum website, which has had an update this year: http://www.sareum.com/news/patents-and-publications/

1st bullet point: This is our latest and greatest SDC-1801 patent, it is the final formula for what we are taking to the clinic and takes priority over past patents. New patent states improved PK over previous patents from 2015 and 2018. https://patents.google.com/patent/WO2020074461A1/en#legalEvents

2nd bullet point: This is a patent specific for T-ALL and cancers (such as hematopoietic cancers)
https://patents.google.com/patent/WO2018073438A1/en

3rd bullet point: This is our worldwide granted patents for SDC-1802.
https://patents.google.com/patent/EP2634185A1/en

Hey potnak, I emailed Tim about 2weeks ago to update the patent page, it could be so much better

Hi Fadec,
I wasn't suggesting the site, it's the wording around the variances of the multiple formulae. It feels like they know every variance that is selective for tyk2 and patented it.

No worries, it needs some confirmation, fadec perhaps the man.
You buy Sareum you get the patents, they are worth billions.

Correction, that patent on US which shows pending is not right, it's approved as per the latest patent news, it's the same application number.

That moment you find the piece that brings the whole picture together... Obviously I've been studying SAR for a longggg time, after a direction from our guru, thoth2 about patents and continued reading about tyk2 I'm probably at the point where I have, in my mind, completed the jigsaw and I can see why Sareum are rumoured for imminent takeover.
The last piece for me was rereading, as best I could, this:
https://patents.google.com/patent/EP2634185A1/en
Specifically
"It has now been found that a subgroup of compounds of the type disclosed in WO2008/139161 and WO2010/055304 are particularly effective inhibitors of TYK2 kinase and, furthermore, demonstrate selectivity against TYK2 compared to the other three JAK kinases JAK1, JAK2 and JAK3. Such compounds therefore provide a means of treating inflammatory conditions and diseases whilst exhibiting reduced or substantially no side effects associated with JAK1, JAK2 or JAK3 inhibition."

The theory: these patents, all of which are approved until 2033, except US, still pending, submitted 2019, are for compounds, pleural, tyk2 targeting compounds, so why have BMS and Nimbus got allosteric compounds, because the catalytic site is patent protected for anything that has the compound structure that does the job on tyk2. They know this and have had to settle for allosteric. IMO.
The patents identify numerous formula and all the relevant diseases, these years and years of research have tested everything that will selectively target tyk2 and now we have the patents for it.

The value of this, if my theory is true and accurate, ££. Will we be here to see it, No.

A takeover rumour, well - you can see why, you can see why things are picking up, tyk2 is becoming the next big thing and we have the patents on the selectivity. IMO

The insight from Tim and John is truly outstanding, and those who read these boards and have invested are going to be rewarded in a major way.

US patent completes this and could be the news we need for the takeover to be announced.
All IMO.

Hey Nick, I don't know about NCYT - what do they use?
I was a brief holder of Bushveld, BMN and their shareholders created a website, they also had someone on the board who posted in the chat if I remember correctly. I'll maybe drop Parker the invite link to the group..hahaha..
BTW - you have been one of the great new additions to the board, and whilst I don't post on other groups plenty people come here and say this is one of the better boards to read. When you can read it that is..

Thoughts on creating a backup chat group for future LSE failures, something like https://band.us ?
You can upload files for sharing to start to collaborate our research into a single place.

It's a positive way to look at it but personally I can't see Sierra wanting to increase immediate expenditure as part of the negotiation. You would want to avoid or mitigate as much expense as possible, which is what they have done and can now use their favourite lines in future updates. Offset costs.

Hi Warthog4 - Indeed. I don't think it unreasonable either to assume that Parker knew the renegotiation was occurring. Perhaps he did try but was put in his place. Whatever he does for Sareum it's not in the public eye.

offtheball - I see what you're saying but when you put it all into context and the wants of Sierra you should come to the conclusion that the due milestones of $19.5million have been renegotiated to $2million. Now that Sierra can move forward with it, expect an update on their website and a busy December.
What the renegotiation should have included, and this should have been an item for our chairman was for Sareum to now be included alongside the CPF in all aspects of future discussions. Another missed opportunity by Sareum and for me the blame, with every other missed opportunity rests on Stephen Parker. Why couldn't he get us a seat at the table when we own 27.5%? knowing the frustrations we have had with this agreement.

That's correct offtheball.

Interesting insight from the author of the evaluate article, Sareum were in fact in touch about the article but the publisher chose to use clinical programs only.

That should fix Jeb,...hahaha... But at least he replies and is active.

Andy, it is really amazing the amount of people who can't read that statement correctly. It doesn't need clarification, whoever doesn't understand that needs to go and read a book or at least try to.

Potnak, the whole site would be empty .

Perhaps look to transfer your shares elcap to a new broker. It's a nervous few days but likelihood is low. You could always just buy them again in new broker, short term and sell the iii ones. I moved from iii to HL about 4yeare ago now.
Limit orders have been in place for my shares for about a month.

Would be nice for Sareum to tweet this today with a comment.
https://www.fiercebiotech.com/biotech/pfizer-s-abrocitinib-aces-fifth-phase-3-route-to-fda-decision

These are the improvements SAR can make, we will be more effective at lower dose, as per compound design and preclinical evidence.

That will be a very wise move workinginpharma and I'm also looking at options to increase holding. The difference between now and a few month ago when I could have had them for sub 1p, huge validation of the TYK2 space, especially in Safety which de-risks our product, since BMS is first-in-class for TYK2 we would need to see data to give investors in our product some reassurance of the target - we've now had that. We are further along the road with SRRA and FLT3 money coming in so an investment at these levels will double in the coming weeks.