Member Info for potnak

Gone down the rabbit hole with this. Got a little AI agent traveling the net and reporting back. May not be sra737 but they getting trying to patent the chk\bet combo.

Based on the patent document EP4480494A1 (published in late December 2024), here is the summary of the "Who, Why, What, and When."

​The Patent: EP4480494A1

When:

​Published: December 25, 2024 (Christmas Day).

​Status: Active Application (European Patent Office).

​Filing Date: Likely mid-2023 (based on standard 18-month publication lag), meaning this strategy was formulated before the recent AstraZeneca/Jacobio news.

​What (The Content):

​The Claim: It outlines a "Combination Therapy" for treating advanced tumours (specifically mentioning breast cancer and solid tumours).

​The Recipe: It explicitly claims the use of a BET Inhibitor combined with a Wee1 or Chk1 Inhibitor.

​The "Jacobio" Connection: Crucially, the patent text does not just say "any BET inhibitor." It explicitly lists JAB-8263 (Jacobio’s drug) alongside SYHA-1801 (CSPC’s drug) as specific, preferred versions of the BET inhibitor to be used in this combination.

​Why (The Strategy):

​The Problem: BET inhibitors (like JAB-8263) are effective but often trigger resistance mechanisms where the cancer cell repairs itself.

​The Solution: Adding a Chk1 inhibitor stops that repair.

​The Objective: This patent is a "Land Grab." The filer is trying to legally own the method of combining these two specific drug classes before the clinical trials officially start. By naming JAB-8263, they are specifically ring-fencing the use of Jacobio’s asset in this context.

Who (The Applicant):

​While the specific applicant name is often obscured in initial snippet views (or held by a holding entity), the inclusion of SYHA-1801 (owned by CSPC Pharmaceutical Group) alongside JAB-8263 suggests this filing likely originated from the Chinese Pharma ecosystem (possibly CSPC itself or a major research institute).

​Significance: Recall that CSPC is the other major partner AstraZeneca just signed a deal with. This suggests that the players in AstraZeneca’s new "China Circle" (CSPC and Jacobio) are already actively patenting these combinations.

​Summary for Investors ​This patent is proof of intent. It shows that as recently as December 2024, the pharmaceutical industry was actively filing legal paperwork to protect the exact combination (BET + Chk1) that Sareum’s SRA737 facilitates. The fact that they specifically wrote "JAB-8263" into the document confirms that Jacobio's drug is viewed as a prime candidate for this mechanism.

Also interesting is a valuation with AZD5153, AZ bet inhibitor that GSK now own, from sierra. Essentially, it summarised that AZD5153 could be worth 1 billion dollars if it has a validated chk1 compound for combo. So 737 could be worth 200 to 250 million dollars to secure this combination.

Need someone more knowledgeable than me yo validate the links. I fed AI my bias. 737, BET inhibitor, china and AZ investment into china. Interesting though. It also found some links where Sareum and Jacobio were at the same conferences. So who knows if TM had a sit down with his counterpart?

Had an unusual Saturday afternoon where I wasn't doing anything. Used AI to find synergies for Sareum, astra and china. Lot of bias here but some tenuous links.

The Hidden Synergy: Sareum SAR x Jacobio Pharma

​Why watch this pair? It’s a classic "Lock and Key" scientific fit.

​

Jacobio has the Engine: JAB-8263 (BET inhibitor), a powerful cancer drug that targets "Myc-driven" tumours but often struggles with drug resistance when used alone.

Sareum has the Key: SRA737 (Chk1 inhibitor), scientifically proven to prevent that resistance and reduce toxicity (validated by historic AstraZeneca data).

​With Jacobio recently securing a major deal with AstraZeneca and hunting for global assets, Sareum’s SRA737 is the "missing puzzle piece" that creates a complete, lower-toxicity cancer therapy. A perfect strategic handshake waiting to happen.

Ha ha Colbalt. I will. Have a good weekend.

Sell at 50p when get there then. I'll Remind you when the time comes.

Sod 50p I want £2 minimum and think we still could get £3 or £4. I wonder how many of those who would "take 50p" will cash out at 50p if the Tox study is successful? IMO. That's where the SP will settle.

It's a moot point. There won't be any offers until Tox study data reads out anyway.

We could get something for 737, I suppose.

I think TM stepped back thinking that the timescales to him not being needed were shorter than it turned out to be. I'm still not sure we'll get a full buyout. I think licencing it maybe JV where JR gets a leading scientific role and the rest of the board crystallise their warrants but the partner puts a figurehead in place. They mentioned working on ratification of the warrants in the IM call. This to me says they are expecting the warrants to be exercises at some point so they need an accurate number to report.

Colbalt. Why would a pharma buy before the Tox study completes? There is zero risk in waiting for the results. Then making an offer.

If you found your dream house, possibly the best house in the neighborhood. It looks perfect but really expensive, you want it but, just in case, you have a full survey done. They find issues, fixable but issues netherless. The vendor says, it's fine, it wasn't what the surveyor thought it was. We fixed the issues now. Would you have over the cash or would you wait for the results of another survey.

You make some valid points, Utar and I have been critical of the board over the years too. However, I wouldn't say the board lack the commercial experience. IMO. As a biotech minnow, they just don't have the resources needed for a full scale marketing strategy. Also, Sareums pipeline isn't developed enough for Parker to start kicking in doors and demanding a seat at the table. The strategic shift from phase 1b to an extended Tox study put the company on path, they now must complete before a deal is made. That would have been fine but it didn't pan out on the first attempt. Complacency, incompetence or just bad luck. It doesn't matter now. We will lose a year and that is that.

The other big problem I see here is the disparity between what the board tell us and what we believe will happen. It kind of started with Thoth, and we loved him for it. Knowledgeable posts giving believable timescales with some not quite believable outcomes. Pre COVID, I too thought we might get a 2 billion buyout at phase 1. In reality it was never going to happen. It might never happen and there is a good chance that the all time highs of 2021 were about as good as it gets for Sareum shareholders.

Like I said. The ex Tox study is now a strategy that must be completed before a deal is done. And because of that, Parker hasn't really got anything to sell. He can have the conversations, maybe generate some interest but he will need a clean Tox study before any negotiations start. So we wait. JR said 6 months minimum and I suspect SAR being SAR, they will need more than that.

I'm not happy about the delays, some of them were probably avoidable and by my own count. I reckon we are around 3 years behind where we should be if everything went to plan post 2018. But for now, I'm happy with what the board is doing. Hopefully, the Tox study is successful and we will see some shareholder value creep back in.

I wonder, with Sareums links to China if today's news about deals and Astra investment 17 billion will grease some wheels for little old SAR.

It's super frustrating, Brizzle. I'm not sure it needs to be this way. It's deliberate obfuscation, IMO. I think they do it because the truth is hard to take. When we got that RNS 111 days ago. I said at the time that it has put us back a full year but the board then obfuscate by using words like soon, early in new year, early in Q1. The reality is the data from the Tox study will probably readout late summer into Q4. 1 year after the halting of the study.

Utar. I'm not sure why you are here, if you think that. Can I ask. When you stopped posting here, did you sell up and recently buy back in? You seem to not know what has happened here.

One the day we got the RNS notifying the equity raise of £5 million. The share price was around a pound but that was with approx 60 million shares in issue. We then went on a downward spiral and by Apr we almost hit 10p. SAR then raise via a WRAP at 10p. With this raise and warrants there are now approx 150 million shares in issue. Last sept\oct, with sentiment growing, the share price was rising to around 27p then we got the RNS stating the Tox study had been halted. We now know that it was halted in week 4 of a 16 week study. The share price dropped to 10p but then it appeared the issue wasn't the compound but the delivery method, some confidence restored. However, most here will know what reading that RNS felt like. After more than 10 years, for a brief period, it felt like it was over. That sentiment still lingers, with LTH and with those watching and waiting to buy in. I took a different view, putting a lot of trust in what the board are saying and I purchased. I have purchased every time the SP got near 10p post Riverfort. I had 50k shares pre RF, I now have 400k. Today, I'm £10k in profit. There are others here with close to 6 figure profits.

50p on Tox study success would be less than the market cap on the day we were notified the RF were onboard (fleecing us). That day, we hadn't completed p1a or even thought about an extended Tox study. With standard valuation techniques, a phase 2 ready with good toxicology data should be worth between 50 and 300 million. Psoriasis is a crowded market and Sareum aren't front runners so let's call it £50 to £100 million. Add 1802 into that. And we might not be far off a pound a share. That could be within a year.

And £1.25 is achievable within the next year IMO. The Tox study is crucial though. We might see 50p on completion. Then we will have 2 TYK2 compounds ready to be licenced. Two compounds licenced and we would be far off all time highs market cap.

Apples and oranges Utar. It was £4 for a few minutes. Since then, there has been a 50 to 1 share consolidation. A death spiral finance deal that nearly finished them which resulted in a massive share dilution. The value for shareholders is non existent. For those saying the board can't make a deal. What do you want them to make a deal with. The board made (were advised) to run an extended Toxicology study instead of a p1b trial. This in theory, if successful, would add value as the compound is effectively phase 2 ready. 1802 and possibly the new cns compounds are waiting on the results of the Tox study. For 737. I'm convinced that it the patent life, 7 years and counting. It could take half of that to get into phase 3.

So, with the above. What is there to sell? As always, we need to wait but at today price. You could purchase a potential multi bagger for peanuts. We'll know by the end of this year.

Private investors hold more than enough shares to block a low ball offer. Bringing institutional investors on board was always touted as the way forward. We never got there though but the flip side of that coin is most of the company is still in PI hands. It also depends on what you call a "low ball offer".

Is it though. Is it as clear cut as that? Last year, we were notified at the end of may that the study had been initiated. We were then notified in Oct that the trial was halted, after 4 weeks! Something doesn't add up there. Unless they sat on the bad news for 3 months.

I've been thinking about this, as you do with Sareum. If I wanted to generate some value and share price movement. I would leave the Tox study start date open to speculation Until after the trials passes the point where it was halted last time. 4 weeks, I think they said. Getting past that point is a milestone we didn't know we had but it might settle nerves a little here once past it. Having said that that still leaves 12 weeks of uncharted territory for the toxicity to build, as it were.

Apologies bobbler. That reply was meant for DP.

Hey Bobbler, where exactly do you think a change in leadership will make a difference? They need to complete the Tox study before any deals on 1801 and 1802. Presumably, they are similar enough that 1801 validates 1802 safety profile so the planned on licence should be fairly easy. So we could see 2 deals close together or one bigger deal for both?

Im expecting anything major for 737. Maybe a commitment from a third party to pay for a combo trial and maybe an extended patent for combo use.

CNS. Still very early days but a successful Tox study and safety profile for 1801 will, hopefully give us a nice little package to push into a licence deal.

IMO - it wouldn't matter who was running the company. Without unlimited funds, we need to wait for the Tox study to complete and based on experience, there is a good chance were not even close to starting it yet.

The P1 trial data is just fluff. It might generate some action here but the market will want tangible news.

So where would a HNWI change things?