Member Info for Num4

For those that didnt see this all those years ago... https://www.biotechandmoney.com/blog/2014/08/17/entering-and-benefiting-from-co-development-agreements

When the tyk2 deal comes for a headline value of 1billion then Sareum are going in the record books for the biggest share price rise in the history of aim. The value of SKIL will be the jewel in the crown, we would even have enough to take the 2nd tyk2 candidate into P1 ourselves through the use of a CRO in UK. Sareum will be looking a nice T/O target on the next tyk2 news and especially if they can sort this Aurora flt3 MTD in the toxicity studies, expected H2 2018. Always the unexpected events which they have been banging on about for a few years, in-license something to out their expertise to work on the next cancer target. It is very quite though at the minute and the lack of Sareums acknowledgement of the lupus report from SRI is suspect. Basically data is available on a Sareum owned compound and we havent announced it.. Come on Tim, break the silence on tyk2 and confirm negotiations for a licence are concluding.

Sareum retweet of sierra, job done for today.

Have you ever looked at the attending companies of the conferences Sareum go to, hundreds of small cap firms all with promising compounds all looking for that big deal.. If you look at Sareum before the restructure they had plenty of research deals with big pharma so maybe they do have the right contacts, Parker should be the key but only seen brexit moans to date.

The only caveat with all statements below is do they know who we are. Tim says they do, but he has to say that. Why did chk1 have to go to an unknown pharma if it was/now is so good... Lack of PR underlying issue with us. Could that effect any deal value. Maybe. We need more of everything from Tim, afterall what are they actually spending their time doing...

Think he is back in with them last 2 trades...

I've been here over 8years now I think.

That was a great bed and isa price this morning!

Less than 8p at the minute.

"but we also want to bring in more novel targets, novel technologies, novel drugs in earlier higher risk stages of development. " https://endpts.com/the-change-up-eli-lillys-new-rd-chief-pledges-to-get-bold-shed-a-bad-case-of-slow-mo-development-work/

Thank you to the UK government for making me a tax free millionaire in 2018/9/20. *delete as appropriate* Hold for gold, tyk2 gold.

https://www.medius-associates.com/wp-content/uploads/2012/06/93-March-2018.pdf Deal 2 is for a further advanced tyk2, 5.7billion.. Second  in  our  monthly  Deal  Watch  table  was  the  deal  announced  between  Eisai  and  Merck  &  Co  with  a  headline value of $5,760m.  Eisai’s tyrosine kinase inhibitor Lenvima (lenvaƟnib mesylate) for the treatment of  multiple types  of  cancer  is  currently approved as monotherapy  in  thyroid  cancer, as well as  in  combination with everolimus  for  second  line  treatment  of  renal  cell  carcinoma. There are a  further  11 indications  under  considerasion.  This deal included a $300m upfront payment with up  to $650m  for option rights  to Lenvima,  $450m  for  R&D expenses  plus  $385m  in  clinical  and  regulatory milestones.    A  further maximum  of  $4bn  in  sales milestones completes the package with a share of gross profits. IMO a deal for our compound could be of similar setup to the one below that statement... The  Prothena  deal  has  a  headline  value  of  $2,093m  and  is  focused  on  antibodies  that  target  tau  and  TDP‐43,  the  later  of  which  is  linked  to  amyotrophic  lateral  sclerosis.   The deal terms include a $100m upfront payment and with  $50m equity investment.    The grant of rights includes exclusive access to clinical assets in the USA on filing INDs with the right to extend  the territories available to it on completion on of phase 1. The balance of the headline consists of up to $80m per  programme  on  exercise  of  the  US  rights  and  $55m  per  programme  on  exercise  of  global  rights  plus  an  addition $565.5m per programme in regulatory and commercial milestones. Minimal risk from a buyers perspective with maximum benefit should it deliver the results. No reason we can't get a

https://www.nature.com/articles/nrd.2017.201

https://www.google.co.uk/url?sa=t&source=web&rct=j&url=http://www.internationalcancercluster.org/uploads/9/8/5/8/98582788/sareum_iccs2017.pdf&ved=2ahUKEwjiqcD6oaXaAhVhFMAKHfP8CR8QFjADegQIBxAB&usg=AOvVaw2aKOx5PRmAlkBzOz5ill_w

http://www.academia.edu/32359456/Inhibition_of_TYK2_and_JAK1_ameliorates_imiquimod-induced_psoriasis-like_dermatitis_by_inhibiting_IL-22_and_the_IL-23_IL-17_axis All good snippets and positive words, I'm thinking psoriasis results are going to be industry leading with minimal side effects at this stage. Only a matter of time, you'll also note Sareums SKIL platform is referenced as the creation of the molecule. Whilst we as shareholders like to see bits and pieces in the "local" media, we should appreciate this publication more in terms of significance and the target deal makers reading material is certainly not proactive investors. 8 weeks to go..? Could be a good summer.

Tim has signalled that is definitely the route tyk2 will be taking, this means that IMO they wont take it into trial themselves like they did with chk1, they simply havent got the funds to do it or the structure and personal strengths to correctly market it. Early deal for tyk2 is best for all.

You would expect that Sareum would have to release that news as it directly impacts the share price, and if they do have something with another pharma then they must release it, Takeda are only considering Shire are that's in the public domain. I was going to use the phrase "put up or shut up" but they are the experts at shutting up, so let's just go for the first one Tim. How you going to nod your way out of this one Tim?

and every dog has its day

You wouldn't be able to sell 1mill at 0.75 so don't believe the reported trades, also I think this ultimately boils down to one decision, do you trust Tim to deliver the goods? Remember this is a 2 man company hence IMO they are doing so much pre-clinical proof of concept, they want as much evidence as possible to convince big pharma of the compounds results to date.

The actual license is not with Sareum hence they get the news second hand. The license would have been with the CRT Pioneer Fund, the commercialisation arm of CRUK. As part of the agreement, it looks like an obligation was agreed under the license to mention ICR and that agreement does not extend to Sareum. From what I can see the only mention of Sareum is within the original ProNAI announcement: http://investor.sierraoncology.com/2016-09-27-ProNAi-Licenses-Oncology-Drug-Targeting-DNA-Damage-Response-Checkpoint-Kinase-1-Chk1-from-CRT-Pioneer-Fund-UK Since we don't know exactly what Sareum actually did, it is difficult to make judgements. We just need to be comfortable that it is in good hands, they are progressing quickly and expanding the trials. Milestones and Royalties will be forthcoming. But surely PII needs a milestone...