Member Info for Num4

Sareum have the quietest year I can recall when looking at their event schedule. One new event, which is a good to see:
https://jak-drugdevelopment.com/program/full-event-guide/

Just shows the interest as they have their own conference for JAKi now.

Hopefully we'll be in the clinic by June.

Sareum market cap is £177m, pipeline below:
http://www.sareum.com/discovery/overview/

We are now in bed with a global pharma for CHK1, which has already completed 2 x P2 trials. 27.5% share and double digit royalties.

We have a differentiated TYK2 compound, years in development which is about to go to a P1 SAD MAD trial.

Now compare this with a TYK2 allosteric competitor,
https://ventyxbio.com/pipeline/

Went public last year, spent 2 years in development for their allosteric TYK2, readout for P1 Q3. Can't target JAK1 at all. Can't see how it will be better than other tyk2 allosterics.
Market cap converted to £, £624m. They have a strong cash position of £222m.

So based on this do you think we are under or overvalued? My opinion, definitely under valued as it is now. Once we get the CTA and II then 3bags as they say should be coming our way. Expedited CHK1 to a fasttrack application add another 3bags to start with. Buyout from this level, 10bags, the magic billion valuation. Easily achieved. Would I vote for it, yes. Then invest in the company that bought these compounds with some of the proceeds. Remember just because you sold out Sareum doesn't mean you can't keep a vested interest in what they have done for the last 20years. Multiple slices of the pie. Just hope that that one day I don't need one of there products.

Anyone see the 2 x 10,000 share trades pop up about 08:10am for 286p, now gone from my screen. Great strength there. Happy days confirmed. Enjoy and relax

https://endpts.com/crowded-rheumatoid-arthritis-category-gets-jak-reality-check-while-tnf-stalwarts-continue-to-dominate-study/

The players of the JAK class are now feeling it in the pocket, a next generation inhibitor with lower toxicity to ease the FDA concerns is needed, once this gets the PI done then all bets are off for the amount of interest from the names in that article. Hold onto these, please. Trade if you want but accumulate at every opportunity. This is a once in a lifetime opportunity and market conditions are aligning as if by magic, sometimes it's just meant to be.
As Thoth States, we can call the shots on this and multiple license per indication is not off the table. We are currently a passenger but the driving seat awaits.
A quick safety study is required here. But the amount of time and consulting is making it difficult to guess what is going on behind the scenes.

RNS for application to MHRA should come very soon.

How many here have heard of ProNAI.. now in a year the same cycle will repeat and Sierra name turns into Glaxo. Sareum now having a 27.5% stake in a Glaxo compound which is more than likely going to get a blockbuster status and fasttrack unmet medical need route is what we should have had all along.
If Sareum have had kept this and done a P2 themselves it just shows the success you can have with more data. We would expect that GSK remove Sareum from their equation, because why not when you have unlimited funds and activist investors wanting to make sure of maximum returns.

With our own investors and institutions approaching this small cap can turn into something huge with the right, expanded board. Tyk2 is a pipeline in a product without a doubt.
Look at the history of Celgene https://www.fool.com/investing/2017/04/14/celgene-stock-history-the-biotechs-path-to-giganti.aspx

With the right people onboard this can be our future.

Best thing to do here is just wait this out, look at the rise to 9p+, plenty huge intraday swings in that as I remember. Maybe down a few percent today but this GSK buyout of Sierra is great news for us.
Yes you could have sold at £3.40 and bought back today but this only gives you (most of us) false confidence and you then miss the life changers or call it wrong then wait to get back in, which never comes.
Wait for the buyout then buy shares in the licensor, maybe GSK and take the dividends. Life changed.
Share trading can then be a hobby.

So we now own 27.5% of a potential blockbuster which can treat many cancers being progressed by GSK, then royalties on their sales of approx 10%.
Fast track applications for SRA737 and we're off to the races to the billion pound valuation.
Tim needs to get on the phone to GSK executives, and get an exclusive from them about SRA737 progression plan.

"Pipeline in a product" This should be the terminology Sareum start to latch onto, they have it with SRA737 and they certainly have it with SDC-1801.
Here is some recent news on Baricitinib;
https://www.fiercepharma.com/pharma/aad-2022-eli-lilly-plugs-olumiant-52-week-data-jak-inhibitor-looks-fill-out-label-industry

We do have some recent commentary from Sareum in relation to baricitinib and our compound. Interesting that they aren't committing to an indication, why..? Pipeline in a product !

Just wanted to share some thoughts if this goes the other way when we get some interest from the elite. Peel Hunt will be sending out their research notes to II's and other clients who will be looking at Sareum and assessing their options.
If someone starts to buy the stock and starts to own a significant percentage then they can start a process of board appointments and CEO changes. Tim should be quite concerned about his position and if a life science company comes in and thinks they can run this better and make money then once these PH notes are digested then we'll see some movement. On a larger scale it's Elliot with GSK:
https://www.fiercepharma.com/pharma/activist-investor-takes-significant-stake-glaxosmithkline-amid-string-setbacks-report

We aren't a struggling company and we have delivered some shareholder value recently but the vision is very basic, for a 2man band it's achievable though, as they have previously shown with CRUK partner. But TYK2 is 100% owned, we're on our own here, yes we're doing the right things, too many to list but a true visionary would take these compounds through a PII. Can we keep the wolves at bay whilst we try to negotiate a preclincial/early clincial deal, as is our strategy.
A £40million investment would be nearly 50% of the company, not an unrealistic scenario considering an allosteric compound by private company Nimbus has generated higher investments:
https://www.nimbustx.com/2021/07/13/nimbus-therapeutics-announces-105-million-private-financing-to-advance-pipeline-including-multiple-clinical-programs/

I guess that's why the majority of us on here are relaxed about this investment, and how the current share price is way undervalued. But most people can't see that and only see a company not generating an income so how can it be worth 100million+. Until the big boys come in and then they also become speculative.

It should be an exciting time for Sareum and if the right people get their feet under the table the strategy might be a bit more adventurous. If billions can be made with these compounds then expect some big changes, by choice or perhaps not.

Let's forget about ever seeing an official Peel Hunt research note, that's not going to happen. They are legally only allowed to grant access to Professional and Institutional Investors only. If you want to class yourself as a professional investor stump up £20k +VAT and you can get a read-only version of written reserach and basic models, no discussions with the analysts, responses to emails or calls etc etc.
£20k is the minimum and then you've got 5 tiers, 1 being the most prestigious.

Glad they released this RNS officially. We may see a change of drive with Sareum and this should be the catalyst for the Institutions to start buying on the open market and that is when we should find a nice level.
We've been told by the chairman the consolidation was to support II decisions, let's now see that come through over the next few weeks.
AGILE still being looked at by Tim and John and I trust them to make the right decision.

No selected indication tells me they are basically building a comprehensive license package and my opinion is that it will go to the highest bidder during our P1a. Consultants have also been working on the trial to ensure Sareum produce something that a large pharma will pay very good for.
Good day all.

Thanks RMM for your attendance and for sharing your educated thoughts.
Plenty to come this year and with the projected market size, our safety profile, and our patent protection it's no wonder the Institutions will be wanting a piece of Sareum. SDC-1801 is a pharma company on its own with the number of indications possible, that's without thinking about combos.
May get a bit of short-term pain with the consolidation but once the trend turns it's "upwards and onwards" as per our Chairman tweet yesterday. Life-changing money to be made here and I for one will be looking forward to early retirement because of this investment.

Market size £320billion in 2026. That's all you need to know. Hence the II investments are incoming.

Capsule may mean longer expiry, other thing with capsules is you can’t “1/2 the dose” like a paracetamol you can snap in half. Means the dose has to be quite exact.
Capsules can also mean faster absorption in to the blood once the “shell” dissolves. Capsules can also make things tasteless and odourless which can be a big issue.
Here's to a busy week.

Celtic, A high-level summary at best. But instead of what I think will be in it, here is what is demanded in the IB when following good clinical practice, which of course Sareum are:
https://www.ema.europa.eu/en/documents/scientific-guideline/guideline-good-clinical-practice-e6r2-4-step-2b_en.pdf
page 62 of above.

Also some more weekend reading here:
https://web.archive.org/web/20180225013149/https://www.fda.gov/downloads/Drugs/GuidanceComplianceRegulatoryInformation/Guidances/ucm073122.pdf

So this is what Sareum is currently doing when some shareholders email them moaning about the share price.

Let's get a few facts on the table regarding the tox report. It's generated by the toxicologist at the CRO Sareum have been working with, who are undisclosed but confirmed a world-renowned company, this tox report is incorporated into a document known as an Investigator's Brochure which is prepared by Sareum and the consultants they have advising them on the clinical trial design.

Can they/should they share this information, is it business-sensitive to the competition? I don't expect an RNS saying here is the tox report link in pdf, but a high-level conclusion may be coming our way. The fact remains we are using consultants to design the trials for whatever information the tox report is showing them.

Do they have price-sensitive information, most definitely, have they finished analyzing it - no. So who is going to decipher it and say how valuable it actually is.. it can only be the company so they can release it when they want. The finish line is the CTA though, as that is analysis complete, here is what we are targetting based on the report findings.
Nice movement this week, hopefully, a few people are now more relaxed.

Hey RMM, if the markets are spooked by world events and derisking perhaps a perfect time for a biotech to release positive news, with the very low market cap at present it's a great opportunity for those wanting to make some easy money on the back of a positive RNS from Sareum. It would need a hefty dose of PR from Peel and others but perhaps a good time to release news as the market scours for opportunity.

Gunner and Aber, your speculating as if it's gospel, what you speak is not true, yet. Get out of bed on the other side tomorrow and have a brighter view until we are more informed. Obviously I'm a holder and I don't feel shafted by the company at all, prices go up and down without reason but look at the volume over these last few months, there's nothing there. Just a little more patience required, don't give up the positivity just yet, we're on the cusp of greatness here. Consolidation at 3p or 5p, which I feel people will be happier with will not effect the final outcome. License at pre or early clinical. We're about to be early clinical after building a data pack on requests from the license partner discussions, everything Sareum has done has been to build value for shareholders, some are revealed and some unrevealed, PH, capsule. But as a track record they've took this from £8m mcap. It's taken time but we should have known that, and if you didn't then you do now.

Been through these dips too many times to remember now, looking back, when your patient, these months don't matter and it's all forgotten very quickly.
What I do find interesting is one of Dr. Parker's previous companies, perhaps a decent name for Sareum, Silence Therapeutics. He left there and joined us but I do wonder how much he either influenced them or has learnt from them.
Look on their website at the corporate governance, look at the articles of association, look at the RNSs on proactive investor over the years, look at where they are with essentially 2 P1 products, market cap etc, institutions.
NASDAQ opens more doors and gets you a seat at a bigger table. Is that our plan, I would say it certainly is a possible strategy of the BOD, we have been ticking a few of the prerequisites for institutions so to stand in the way if the BODs strategy doesn't make any sense. To say you believe in the science only - the BOD are the science, the NEDs know what they are doing so stop crying that it's down and remember the game we're all playing here. You want to retire a rich rich person, end of, patience, as it has been said by many a good investor, unless you want to trade and get more life lessons in the stock market and consolidations that you can never make sense of.
I admit they are not the most forthcoming with information and PR, but let them just do them. It's worked so far and I prefer the integrity of it than a salesman trying to fleece you at the helm.
Don't understand voting now either, especially if your on the fence, let's see what happens the next few weeks first and vote last minute. I don't think it'll matter either way for the No votes though. But why stop them doing what they want when they're going to trials with their first fully owned compound, a dream for many a biotech startup and nearly a decade in the making. I'm happy to piggyback on these scientists and be half as rich as they are with 99.9% less effort.