Member Info for Num4

Recent Investor meet question and answer...

Q24: Do you have dialogue with the current investors?

We are in constant dialogue with our investors and we are glad we have supportive and engaged investors.

Investors will undoubtedly put the positive spin on the return of SRA737, as previously mentioned we now have a phase 2 drug ready to license with some profound results in SCLC.
It's a bumpy road to market sometimes as those who know about Momoly are aware, majors don't always get it right.
It will be interesting to see what Stephen and Tim know about the return at the next investor presentation which should be in the next 2 weeks.

The fact that none of NEDs have left the company shows we have something worth sticking around for.

This is going to be a high volume day for sure.

Correct Stoney, other high profile doctors talked about it also. We should certainly try and get more ownership.

I'd love to hear their reason for not progressing complete tumour regression then. Surely this was worth the investment to progress considering this data alone. A disservice to sufferers imo.

https://quoteddata.com/2019/04/sareum-notes-strong-preclinical-sclc-data-sra737-aacr/?amp=1

Complete tumor regression of small cell lung cancer in combination therapy.

Having this back on our books is not a bad thing. Yet it certainly doesn't make sense that GSK aren't wanting this, big pharma don't want to cure afterall, more money in ineffective treatment for years.

Now this is very interesting indeed.

Writer confirmed they chose to focus on Startups for the article. Acknowledged Sareum for a future article.

I've questioned the writer of the article, see what she says. Sometimes they just focus on clinical but TYK2 is now massive since BMS approval, all coming out of the woodwork. Look at DICE today trying to jump onboard with IL17 inhibition, but the devil is in the detail, dicing around with reporting on mild Vs moderate of BMS compound data. Also number of patients, high dosage.

60 working days then for CTA approval...

So this reporter clearly researched the market yet chose to omit the Sareum compound. If my understanding is correct they need the companies permission to write about it. Why wouldn't Tim want to be mentioned in this article. Question for our chairman I think.

He's actually talking about il-17 and alopecia and vitiligo.
"
11.30 Spearheading a Novel Drug Candidate in Chronic Inflammatory Skin and Joint Diseases • Outlining the emerging story of IL-17A and F in inflammatory diseases • How to Optimize targeting an important cytokine pathway - MOA and unique molecule characteristics of the novel IL-17 drug candidate sonelokimab • Showcasing disease control by sonelokimab from a phase 2b trial in psoriasis • Broadening the spectrum - Preparing for success in HS and PsA
"

It certainly is SAD, wishing the weekends away at the minute.

Well there is your RNS. Haha

Only thing I would pick up on is that the phase 1 doesn't have to include the funding requirements to completion. John confirmed this in an investor meet q and a, as I asked the question. We've been told we need more funds for the 1b anyway so that's means they would need to have this to hand now which they don't so no issue with raising funds during phase 1 trial to complete phase 1 trial with MHRA.

Raising funds is not an issue imo. Appetite is there, I think Tim is saying No to most things these days.

https://www.businesswire.com/news/home/20220928005018/en/Sudo-Biosciences-Raises-37M-Series-A-Financing-to-Advance-Precision-TYK2-Therapeutics

Discrete buying more common over the last few weeks.

Can't see why you would think trial start would be delayed to next year, we've had specialist consultants on this for a long time now. As John said on the last call, they are making sure all their internal procedures are correct.
You've gone quite pessimistic potnak I must say, at the most exciting time in Sareum history. At these prices in load up time, the indication was that 160k buy, upward trend since that.

Until we are told otherwise the board strategy is to license preclinical or early clinical. The focus is clearly on tyk2 compounds at the moment and we are now approaching the early clinical stages. For an indication which has shown no serious adverse events confidence in this passing the P1a should be overwhelming, together with the huge amounts of preclinical data we will have I'm sure they have built a strong case for an excellent deal. Our NEDs wouldn't continue to associate themselves with a dead duck, they'd move on to something which has value. They see the value, the HNWI's can see the value. Higher volume days on a 14/15 day cycle, 250k ish.
Nothing else in the pipeline for Sareum, will they continue or sell up.
Look at Ventyx bio and tell me we are not massively undervalued. Our CHK1 completed P2 trials, once GSK announce progress with that and TYK2 has initial safety data we should be valued more accurately.
https://ventyxbio.com/pipeline/

Time to get in.

https://www.edisongroup.com/publication/sotyktu-approval-positive-read-across-for-sdc-1801/31326/

Some good analyst comments in here:
https://m.uk.investing.com/news/stock-market-news/ventyx-biosciences-shares-surge-key-overhang-removed-says-analyst-432SI-2748539

Also did you notice the investors in Nimbus, Bill Gates... If only Parker had his ear.

Even Ventyx shoots up.

https://seekingalpha.com/news/3882039-ventyx-stock-soars-as-analysts-see-sotyktu-approval-sans-warning-a-win-for-tyk2-class

Sareum managed a whole percentage! Peel Hunt asleep at the wheel on this one at the minute. Tim put the RNS out, UK market reaction nil.