Member Info for Num4

Big players are justifying the use of JAK and spending BIG money on it for COVID, this benefits Sareum because it proves the target is worthwhile chasing, this will mean we will have a helping hand in our PI application and funding, if we can contribute to the massive unmet medical need, approval of a COVID trial will sail through and we will get the safety data probably a year earlier than otherwise.
Tim might be eligible for full funding of PI trial for COVID, upto 80%.
It's great news for us, on the contrary to this thinking is the CHK1 situation, everyone else has ditched it because of tox issues, historically that has been the case with Chk1 so now we don't have anyone else to validate the target and it becomes an increased risk to move forward. Hopefully, again the unmet medical need will allow Chk1 to progress in a single indication to reduce risk.

You go into a cancer ward and say that to the patients who are dying, balloon. Your talking as if we are winning this fight.

Can't really argue with that third man, we solely rely on the results and data from the compounds, thankfully they speak for themselves and the markets are huge. Tim and John have done their best work, made the best decisions many, many, many years ago.

Hi Stoney, yes, lots in that article which I thought summed it all up very well. I tend to avoid mass copy and paste, if people are too lazy to click the link and read it then that's their problem.
Interesting few weeks and months ahead of us for sure. Good Luck

Celtic, the easy answer to this one is that SRI, an American non profit had the compound under an agreement in discovery, they then got a grant from the DoD for Lupus research.

Another set of remedies known as JAK inhibitors reduce IL-6 antibodies, but also attack a whole host of other pro-inflammatory cytokines. Jakafi and barticinib are two arthritis drugs in development by Delaware biotech firm Incyte and pharmaceutical giant Eli Lilly that are now being studied. JAK inhibitors are riskier because they offer a broad attack, akin to firing a shotgun rather than a rifle, at the problem. But the JAK inhibitors could also diminish the risk of a cytokine storm. Data on JAK inhibitor effectiveness on COVID-19 should be available by summer. Roivant’s Gimsilumab targets another cytokine, GM-CSF, which has been identified as causing severe respiratory distress for COVID-19 patients in China who required intensive care.

https://www.forbes.com/sites/nathanvardi/2020/04/08/handicapping-the-most-promising-of-267-potential-coronavirus-cures/

https://www.google.com/url?sa=t&source=web&rct=j&url=https://investor.theravance.com/static-files/96752de2-f321-4056-9535-cfe93b9e9088&ved=2ahUKEwiOkfK8jZfpAhWcRBUIHbN1AE0QFjAHegQIChAB&usg=AOvVaw3W82495r9V3VsjrfzhOOgr&cshid=1588488709453

Slide 9 has a stark resemblance to Sareums slide.

Retirement looming

Don't know, it does mean it is taking longer and costing slightly more, but then preclinical package for this is immense already, as is Sareums way. To effectively get the best price in the preclinical or early clinical license.

The tox issues are a good problem to have, as mentioned by Tim, means we can administer higher doses of the drug, when you consider tofa can only go to 5mg before the black box warnings kicks in UC.

Good reading today gents, remember any grant is only 80% of the cost of the project so this will eat into our limited cash position. Pfizer paying the for research is a better option.

Yeah, let's give everyone these drugs with black box warnings on, If only someone had a dual JAK inhibitor without these side effects.
Big news can't be far away now.

https://www.pharmaceutical-technology.com/comment/incyte-eli-lilly-jak-inhibitor-covid-19/

SAR Storm also brewing

Agree, this is what happens when you put Tim in front of a camera, SP collapses. Doubts about ability to sign a huge deal creep in, thankfully the compounds speak for themselves via the graphs and data published.

Also not worried about the fact we aren't clinical, by the time Pfizer and BMS have the data back from their JAKs we'll be closure to clinic, small PI to prove safety based on huge amounts of pre-clin work then into treating patients with COVID.
Just on COVID alone you would expect BMS or Pfizer to take an option on Sareums compounds considering they are more selective, why wouldn't you, back load the deal as we all expect, then whoever pays most upfront wins the options.
Situation unprecedented and for very little financial risk in the grand scheme of things a move in large pharma SP on the back of this working is worth billions to them.
No brainer and would love a challenge on why big pharma wouldn't be thinking like this, preferably from someone with experience at those levels.

So scripted, wish Tim would join a toastmasters course or something

He was caught without pants on during presentation but just said, I don't care, I'm a multimillion it's the done thing these days.

In action again at the moment, poised for a bigger move North, 1.25p

conspiracy theorists say its a signal to the market, choose your poison though, oversold, overbought, RNS due, someone having a laugh for £10... haha

Someone playing with the 1 share buys again too...

Yes, good reminder, my previous one had expired, thats all my shares now out of their hands.

Yes I seen your comment Fadec, as I said I'm pleased to see how these guys write about this as it will finally allow me to make a judgement about them. Already off to a bad start, but we'll see.