Member Info for potnak

Because Dexamethasone is such a success and is cheap. 1801 will have to target the 85% of patients it didn't help and or be more cost-effective to roll out. I'd love to know where we will be targeting the treatment. Pre ventilated, pre hospital even?

Must be getting close.

I fully respect SOG's decision here. He has DYOR, made his own conclusions and left the group. I hope he finds the reaction here amusing because I do. The hive mind here trying to find out if SOG was being negative or positive probably proves his point.

IMO, the ones who truly understand the science probably aren't saying anything. Why would they need to? If TYK2 works, in whatever indication. We make money, if TYK2 doesn't work, we lose big time. I see the covid play as a bolt-on with added urgency to get it into clinics. It will hasten our journey to Success or indeed, failure.

I can't speak for SOG but there has been a whole new level of noise in the group for that last month. For this reason, I stay away from the board at weekends and now in the evening too. The bashers are easy to spot and easy to dismiss but there are other armchair chemists here talking about science and presenting it as facts. I freely admit I struggle to discern what is truthful and what isn't. I want a balanced view of what all this research means. FADEC got a lot of flak here, just because he sits on the fence but somehow that is deemed as bashing and he is accused of not even owning the shares. I have a 6 figure profit at risk here and I want to know, warts and all, all opinions because I would like to keep it. That said, I think there is a deal inbound to onlicence 1801.

I honestly think 737 is worth £200 million to us in P3. That's another 6p when they get it going.

Just think the wording of the RNS points to a deal for 1801 outright, covid and immune. Don't know about the big upfront. I think small, £10 million ish with big backend covid milestones and royalties plus more milestones for Immune. If it works in covid, it won't be long before orders come in anyway. In the meantime, we get 1802 through preclinical. The above scenario would see us break 20p. We might even be 40p with orders for 1801 before 1802 is ready to licence. Then RMM's 56p minimum whilst we wait for trials.

Those who remember Sept 2016 will recognise this lull. :-)

I'm wondering if the sell was a raid on stop losses and whoever it was wanted back in and had to pay dearly for it.

The 10:48 one is weird. They paid way above the ask.

There was also a £81k sell at 9.17

There was a £58.8k buy at 7.35 at 10:48.

I'm also in agreement but they kicked 1801 immune into 2022 which makes me think we've done with it. Someone else will take that to trials. I think a licence is inbound and we will use the upfront to develop 1802.

Yes, That's originally how I read it but it doesn't mention 1801 immune anywhere else until the about Sareum section. Are we really basing our assessment on the future value based on the fact we think Tim is bad a gramma that is confirmation bias at its finest. Don't get me wrong, I think we are in for another rerate this year but that paragraph is worrying and exciting in equal measures and clarifying it would send the SP swinging in either direction depending on what the clarification was.

The UK government are playing a numbers game. 100000 cases a day by mid Aug with 1% hospitalisation = 1000 patients a day or 7000 a week. They are hoping that this number is manageable and if it works, We will get past the peak before the autumn-winter. Vaccines are working for now as in, they are stopping people from dying so Boris will continue to hail this as a success but if other varients can bypass immunity like flu does. The NHS could be close to collapse each winter for years to come. The silence for Sareum regarding the Covid POC etc... is deafening. Worrying and exciting at the same time. The paragraph from the RNS below is the kicker. They introduced doubt and timescales with this one paragraph. I read this paragraph to mean that 1801 is going to be licensed and whoever gets it will let covid and immune.

Subject to successful completion of the ongoing preclinical toxicology studies, requisite approvals and financing, the Company aims to commence Phase 1 clinical trials for SDC-1801 in early 2022. The timing and design of the clinical trials for Covid-19 applications will be determined following consultations with experts in the field.

Why is it always doctors who were struck off who suddenly become freedom fighters? Another night away from this board for me. Not interested in the conspiracy.

Trrime I know you are looking for a virtual hug and for everything to be ok but we can't do that for you. The price going down probably does mean selling but it could be because there is an order being filled. We'll find out later.

The narrative about being locked down is a load of ball bags. I am free to do most things with a bit of mask-wearing and social distancing. The NHS thing is rubbish too. One of my best friends is a consultant chest doctor who specialises in respertory. He's the clinical lead on two COPD clinics that have been closed for over 15 months. A, because he was drafted in to help with the massive influx of Covid patients and B, because it's too dangerous for his COPD patients to be anywhere near a hospital. You can probably guess what his views of the government are. He does have a 1.4 millionth of a share in a George Cross though. What he actually wants is a holiday and for the nay sayers to just STFU.

Pedrolancaster - I was discussing our lack of freedom with my running friends the other week. We discussed on the campsite, on the hill, inside 2 cafes, a pub where we had a lovely meal and another pub in which we got ****ed in. There was 30 of us with little bit of mask-wearing and social distancing. It will be good to get our freedom back though. The government are about to put in our hands which will almost guarantee we will be locked down again by Christmas.

You should follow Dominic Cummings on Twiiter. I don't agree with his ideology at all but he describes Boris as a shopping trolly that ministers have to keep in line otherwise he is just powering forward, bouncing off walls. The Cabinet isn't much better.