Member Info for potnak

They do and have before. I suspect there is a fair bit to talk about. How they will do it without divulging price sensitive news is anyone's guess. We need to submit questions that Tim can answer. Not just "when are we getting a deal". Get your thinking caps on.

Patent!

Just process, that's all. At the very least, we will see how much we have in the bank and get some comment on what the new parents means fir the company. Get this out of the way then the decks are clear for the CTA. We know the plan after that.

The Gates money is to help make it generic so poor counties can afford it. This is another reason why the SAR covid trials need to be designed in a way that 1801 immune is protected. You cant sell a course of 1801 for covid for 10 dollars and then expect others to pay 8000 dollars for Lupus when effectively they are the same thing. I'm sure whoever takes 1801 on will be thinking very carefully about this.

The SNG drug is not comparable but SNG are a good test as to what the market will do with a good Covid RNS. The MC is currently £330 million, yes the lead drug is in P2/P3 but the pipeline isn't anything like Sareum's pipeline. If SAR can get 1801 and 1801 into P1 trials in the next 6 to 12 months. Then SAR should be valued well in excess of £330 million possibly double that. If we have deals in the bag, possibly much more. For the SNG shareholders, it's getting to squeaky bum time once SNG enters P3 though. They will soon find out if it works or not and what will happen to the share price when they do.

It is a sell. Might seem big but that's less than 10% of some big holders here. Might be Thoth raising a bit of cash for his Yacht deposit?

They hardly ever comment on Patents. We get an RNS when approved. Tim only commented on the submarine patent because one of the LTH here asked him the question at an Investor Meet event. I think we will get something on the final results RNS.

Just to add to my post below. IMO, it is highly unlikely that we'll get any speeding tickets until we pass the 10.25 warrant price.

Baton - if you are worried that a few Wombles arriving is in any way, shape or form going to affect the final outcome here, you bought the wrong company. That goes for the ramping too. The deals we do will be the deals we do regardless of what posters here say. There might be some money to be made on the way though. The Company have sort of given what the min value should be and that is 10.25 pence x 3.4 billion shares or approx £340 million. Wombles can't change that figure and If I were researching the company for the first time. That would be my first target.

Steady is a prime example. No offence meant, Steady. I like reading your posts.:-) He came across as a bit of a loon when he first arrived here. Now, as it turns out, he's one of the best posters here.

Jolifant. I'd say good luck to them if they did. We got a big cash injection and a big SP boost. Not something that usually happens with a placing.

Yeah, I don't have anyone on filter. You end with an emperor scenario new clothes scenario if you only listen to the views you agree with.

Not necessarily, Browns. We know the plan or we should do, they already told us and it's 2022 for P1 trails. If that has slipped then I would agree with you we could see the SP slip. The finals should give us our financials, just how much has been raised from the HNWI investments and warrants? What do they plan to do with that cash? we also should get an explanation of the patent. I don't think it will be comprehensive but they will have to acknowledge what it is for and what it means to future deals. I reckon we'll get the finals on Thursday with an Investor Meet call the following week. Remember to start P1 trials, early 2022 we'd need to lodge the CTA in this quarter. IMO the release of the finals will buy them a bit more time to seal the deal on a licence.

I'm not downplaying therapeutics, we will need them in the future, especially if new variants start to evade the vaccines. However, The population of England as a whole seem to have embraced the 'living with the virus' approach. Most people I know are double jabbed and most of them know they will still have to catch the virus at some point and judging by the crowds in Sheffield City centre last Saturday night (I went out out for the first time in 2 years) they are happy to take the risk of developing complications. Strange times. We could be heading for the roaring '20s again. I kind of wish I was 25 again. The CTA for Covid might come right at the point where we are getting 100k infections a day! That could cause a stir, IF the death rate is higher too.

So much info to take in but essentially, it's TYK2 for auto immune in pill, capsule or inhaler. I think. Is Fadec reading this? If Covid is a goer then its take 3 tablets a day for 5 days.

Only on my phone but another of the inventors is manufacturing based too. I'm sure when citizen, SOG and the other science guys get on we'll see some clarity. Looks to me that want to patent how the compound is manufactured and ultimately stored, delivered and prescribed.

Googled one of the other listed inventors. He works for https://www.sterlingpharmasolutions.com/. A manufacturer.

Not a great argument, Mike. You've still 5 bagged if you bought at 1.38. The SP is irrelevant when the deal sizes could be many multiples of the market cap.

WIP - If it goes the way we hope it will. With 2.5 million shares, you won't need to access your SIPP for a good few years.

Yes, I think we all agree there is some nice upside to come here. Whether the compounds get to market or not is irrelevant right now. I'm 100% sure I'll never see dividends from Sareum Holdings.