Member Info for Num4

https://www.guidetopharmacology.org/coronavirus.jsp

ruxolitinib Approved drug 5688 An approved anti-inflammatory JAK1/2/TYK2 inhibitor. Under clinical evaluation for Covid-19 (in combination with mesenchymal stem cell infusion)

Tim needs to get something out there and get a form of grant to put our tyk2/jak1 against the data for COVID-19. FDA are taking unprecedented decisions in advancing drugs into people if they have previous safety data. New drugs will not be ruled out for such progress in depending on how successful we are in the coming months.
The pharmaceutical industry is about to enter the spotlight, how good is the world's science, we are about to find out, GILEAD actually got a mentioned from Trump today. Money will be spent by governments and in time big money will be spent by investors as the new profound appreciation turns to companies like Sareum.

The wait for any news this year is hard but when we consider that news in the past had generally been a reference to Sierra updating us then it's no real change from Tim and John. Frustrating for sure but we should be used to their methods by now. I guess at this moment in time they really don't have anything to say, they have tied themselves in knots which is losing investor confidence.
The only think we must hang on to is that tyk2 could and should be the ultimate prize, yes we thought CHK1 was all them years ago and before that Aurora+FLT3, perhaps 3rd time lucky to actually strike a deal which propels not only the SP but Tim and Johns achievements, they've been "hard at it" for a number of years now so we must keep the faith in the product, which plenty of reports see the potential: https://theconversation.com/discovery-of-gene-associated-with-20-autoimmune-diseases-leads-to-promising-drug-trials-131957 whilst keeping the faith in the ever frustrating BOD.

Remember Sareum don't take drugs to trials by design, CHK1 was due to partners, Aurora+FLT3 was the right strategy just wrong partner, TYK2 should be different and I think the hopes of us keeping one compound whilst licensing the other will not materialise - someone will come in with the cash, the milestones(back end loaded IMO), and the headlines to make us some money but they will want both TYKs, after all it's 2 guys in an office with probably a log burner for heat at the moment.

I think we should remain positive with regards to SRA737 and Sierra, and after reading this statement from the pre-lims again I see no reason why we shouldn't be confident.
"Of note, we have recently received management support from a major immuno-oncology company to potentially supply their leading immunotherapeutic agent to run a combination study with SRA737. We will further analyze these opportunities and evaluate next steps with this asset over the coming months, exploring options to enable the continued advancement of SRA737 in the context of our emerging pipeline."

Since we are now the only Chk1, the potentially goes out of the window and if anyone wants to run a combo then it's us they will use. Nick will be using this, in my opinion, as leverage with this major company. I think the decision to not fund it from internal spends is an opportunistic approach which, granted can be taken as a negative but can and should be taken as a huge positive because of the unique position Sierra have found themselves in - Looking at how NG navigates this industry this non-dilutive strategy makes perfect sense and we should look forward to some compelling data and subsequent tie-up with a major immuno-oncology company as previously hinted.

As if by magic, our chairman has referenced this on twitter to Sareum

Would be good to hear our directors associate this with their/our business.

Which to happen first:
Sareum get above 5p
Newcastle takeover
Coronavirus pandemic in UK

for the market. Wonder what a 3 means in 2020.

I think the most telling piece was the value BMS have placed on their tyk2 program. I think we'll be ok here. More than likely more than ok.

Happy New Year all! Let's hope Sareum deliver some value this year, I've got a wedding to pay for.
Best wishes and health to fellow Sarians.

If you can't see the potential now then by the time you do it will be too late. The big boys will want a piece of this and with the huge variance in what a deal could look like, with multiple indications I think Tim and John are in a unique position with these compounds.
It wouldn't take much upfront to tie up a big boy in my opinion, I think 150-200million then the big numbers as it progresses. Thoth has posted many times about the market size for competitive drugs so I think he are now a gamble worth taking for the risk accountants of big pharma.
Take this opportunity whilst you can, AGM should be positive unless you really cannot see the value in what 2 guys have created out of an office with ~16million spent to date.

Just one of the CROs that they use, good to see this blue again and hoping for 1p+ by xmas,

Hi Fadec92 - I recorded it and have sent it to Thoth. He can forward to you or just email me on num4lse at the place we call google dot com

http://www.sareum.com/download_file/view/179

In true SAR style, nobody knows nothing. An update on their most lucrative compound and the volume the day before is worthless.
2011 rise on route, it was a Tuesday back then also.

Hi all.
Now, it is apparent that we have new data available on SDC-1802. One would also conclude that this data has the potential to impact the value of the company. At this moment in time the data is being withheld. Why?

Ok, present the data by all means at the conference and do poster sessions but in my opinion we MUST release data that can effect the company as soon as it is available. Sierra would travel the world talking about Chk1 to prmotoe the program without having new data for each session.

Nothing should be stopping Sareum from releasing the data to the market now, unless they feel it will have more of an impact on the SP if they leave it all for that 1 day. Historically this is not the way Sareum's SP works - What we do know is that a release of specific news about a molecule with simple facts and figures the layman can understand makes a very positive impact on the SP. Disguising it within a technical research paper has prvided little shareholder value over the years.

Keep it simple. Stupid.

Krone, I wouldn't hold these words to account, his favourite word before that was transformational...
Yet we look to be the inverse of that.
I'll hold and add when available until TYK2 data published.
GLA

Emailed and looking forward to proposal, 16m holding

Hi Thoth.
Count me in support, what timescale are you looking at, perhaps an informal call with Tim to kick things off.

Tim can't be pretending to take the TYK2 candidates into trials ourselves, there are too many indications - he's mentioned numerous times about producing compelling data and has a tropical treatment which has been used on human skin cells already so it looks like he is building an evidence portfolio to support the price tag he wants. But without any of the information published it is difficult to make a decision with Sareum for investors, hence the poor volumes. Those who want in and have that kind of influence will still get in at a good price so why tie up the capital.

With SRA737 I really don't know what to think, good or bad, the market has hammered Sierra for the ASCO data but ICR guru's are excited about it and Tim's posting as if it's good too. With no knowledge on the milestones again it is impossible for investors to decide if this is good or bad.

The faithful will continue to buy, hold and hope Tim's professionalism turns Sareum and it's investors a healthy profit.

patience will serve us well in the end, as long as that end in near. Can't do another few year of Sareum below 1p. On a separate note, any fellow Sarians work in oil and gas management positions, drop me an email on num4lse@gmail.com