Member Info for Num4

COVID is a side play to Sareum and vaccines are different to treatments. We are developing treatments not a vaccine so we're not in that 200.

Tyk2 now validated with big pharma, we have the only one to licence. If you don't find value in that statement then go back to sleep.

We've got a horse in a billion pound market, our horse is 2nd generation and tyk2 has just been hugely validated by BMS. That's important, as they have justified spending them billions and now they'll continue and spend more - it derisks the entire tyk2 class which should mean investors are willing to pour money into anything tyk2 to see if they can get different safety and efficacy profiles, with the huge sums involved and the vast amount of autoimmune diseases there will be no monopoly buna single drug.
So now we and the entire pharma industry know tyk2 is valid, all the big players will want a tyk2, Sareums is the only one available. The race we are waiting for is not a tyk2 to market, it's Sareum licensing their compound and that will now be a race for big pharma to get this acquired.
It's a huge risk to sell here and try to buy back, as once that RNS drops as a PI you'll pick up the scraps that the big boys don't care about when purchasing millions at a time.
I think people forget that SAR are going to be in the clinic with a tyk2 and through a PI trial by mid 2021.
How to make money in stocks - patience.

Black box warnings info and some sales forecast for AD.
https://www.fiercepharma.com/pharma/eli-lilly-incyte-s-olumiant-notches-atopic-dermatitis-trial-win-will-matter-against-dupixent

Lilly can't give too strong a formulation due to toxicity, when Sareum get a shot at this I would expect better results in a quicker time, 68weeks treatment, plenty to improve on for Tim and he is right to say "room for improvement"

Prove of a jak target for autoimmune diseases.
https://investor.lilly.com/news-releases/news-release-details/eadv-2020-lilly-and-incyte-showcase-new-data-baricitinib

1st generation come with the black box warnings you'll see in that link, Sareums 2nd generation compounds aim to remove that risk. If your a sufferer which one would you want to take... Not that we needed more evidence really, license deal shouldn't be too long.

Tyk2 looks a valid target for covid, all competition is USA, UKRI may look to speed this up if a valid treatment. Home grown treatment on the cusp of scientific brilliance, push UK companies instead of paying American inferior compounds. Big weeks ahead.

Time to highlight again, a SAD / MAD PI in Psoriasis or RA or even Lupus could be completed in 3month. As per Galapagos PI for their tyk2, now discontinued due to the biggest fear for this class - toxicity.

I engage in a few San Miguel and enjoy the football and boxing tonight top of my head thoughts are that it really shouldn't matter to us. Best in class would take years to prove as their are so many indications. We want to have differences between the competition, differentiation is important - Tim's words not mine. Pfizer might be best for one indication but ours for another, large pharma spend billions taking their 1 compound through various trials for different indications. With the huge sums involved highlighted by RMM and Thoth, a large pharma will, that is imo, take our tyk2 as a license and run trials alongside theirs compound.
I don't believe their will be a single tyk2 that wins all indications. Robert Plenge (Google him) believes tyk2 only is better, Tim Mitchell (Hopefully you don't need to Google him) believes tyk2+jak1 is best. Place your bets.

Wow that was unexpected on Filgotinib, toxicity again, 200mg too much - 1st class inhibitors legacy problems not suitable for this new world. Nimbus and Jeb should also be worried by this. Nov 5th be interesting, Sareum rockets on order.
SDC1801 target indication shortly and it'll be rapid recruitment if RA or Psoriasis, quick PI with 30 people, but this should be licensed before CTA, can't see how it won't be.

Nice to meet you Foocare - Welcome.
Seen the T/O talk and albeit rumour with substance, by the time the rumour dies this will actually be a takeover target, Q2 2021 at the very very latest.
TR1 would make this interesting, tyk2s are 100% owned, Sareum don't leak. Enjoy the journey.

What did I miss, lol. Lots of new posters and plenty optimism around for Sareum. Currently away and not able to keep up-to-date date with daily posts and movements.
Let's be honest though, SP movement has been overdue for a long time, traders will win, investors will win big.
It can all disappear as fast as it goes up though, especially with Sareum, current sentiment says hold and possibly buy more if 5p is taken out by next week.
Still got some buying to do to catch Thoth I think.
Plenty more to come here for those that know the value.
Good luck

SDC-1801 is designed to inhibit the occurrence of a ‘cytokine storm’, an overreaction of the immune system that leads to acute respiratory distress syndrome and can cause illnesses such as coronavirus, SARS, MERS and influenza to be fatal.

Not just COVID, but with head of vaccine taskforce today saying the first generation vaccines are basically going to be hit and miss. Treatments like this will save lives.

The further grants comment may mean subsequent grants to advance past these lab studies and not more grants now but in the future to advance into human testing.

For those that listened to the presentation they'll recall John taking about SAD MAD for SDC1801 trial next year. What was interesting to discover was that the Galapagos tyk2/jak1 which they discontinued due to PK profile went through a SAD MAD phase 1:
https://www.clinicaltrials.gov/ct2/show/NCT03899909

Duration.. 9 weeks, patients 31..

Study is down as complete,not terminated - they just decided in their H1 2019 report to discontinue due to profile.
You can be assured Sareum will take this through PI if that's all we need to do. Multipliers for deals in PII... See presentation..

Most welcome! Yacht racing around Cyprus..haha.

Another great bit of research coming now, if I do say so myself.. timescales for sdc1801 just became clear. Post to follow..

Here's an old readable article on BMS tyk2,
https://www.the-dermatologist.com/article/novel-tyk2-inhibitor-treatment-plaque-psoriasis

The higher the dose, 12mg daily the more effective. Sareums active site binding percentage against tyk2 was declared as 0.2% in the 1802 patent, this will result in effective inhibition of tyk2 with very low concentrations. Low concentrations means less toxicity, that's why the MTD has been such a problem imo. They have effectively had to make the compound worse to get past this imo.
The profile for these were unexpected, hence the patent fights in US.
Active site binding Vs allosteric site binding, research that and make your mind up, I trust that active (Sareums) has less off site targeting as it doesn't change the shape of the enzyme like allosteric does. Tim's differentiation comments may mean exactly that - they've got something unique in structure as we have something unique in investment terms.
We're in the company of billion dollar pharmas with tyk2, and evidence may suggest we have the edge, best in class is Sareums purpose, put a price on best in class and you quickly realise in this day and age Sareum are going places.
Here's to a continued re-rate of the company.

One of the biggest near term value drivers has imo emerged as SDC-1802, full worldwide patent protection and the trials take it straight into cancer patients, no healthy volunteers required so when Tim said a while back how 1801 was ahead but 1802 will catch up that's what he meant.
Also 1st in class treatment using tyk2/jak1 for cancers.
Still awaiting the journal article for 1802 which is well overdue.
Better days to come here.

Well said RMM - there are a very limited few who can really see the value, to outsiders we're normally classed as rampers, especially when the stock starts moving up, people who hold for too long and never feel the profits.
90% of people moving into Sareum over the coming weeks will be traders or short term investors, they'll think it's like their normal oil or gold plays as that's their normal.
The boards fill up quickly with absolute garbage but for those that know the value we all know what we are going to be doing with our shares. Thanks for your posts, it's helped with research over the years.

Q17: You previously stated SDC-1802 would be first to enter a small P1 trial, with this year’s delays in starting SDC-1802 long term toxicity studies is this still the case?

It may be possible to advance SDC-1802 more quickly through early studies because it would likely be able to go directly into cancer patients, whereas SDC-1801 would be likely to undergo initial trials in healthy volunteers before any trials in patients.
SDC-1802 still needs to complete a robust preclinical development programme, the same as for SDC-1801, before it can enter human trials.

1802 straight into cancer patients is the goal...

Tim says..
There has been good interest in this space from competitors and potential partners over a prolonged period – not just the last few months. The degree of competition we see including from big pharma indicates the promise and potential of this mechanism of action, where we believe our lead candidates offer unique profiles. There has been no recent change to this continuing high level of interest across the industry.