Member Info for potnak

Yes, hopefully we will end the week higher than we did last Friday. Monday was a FOMO blip but probably a taste of what's to come.

Yep, not even a conspiracy. They are doing it in plain sight. I know hindsight is a wonderful thing but if we had locked down the planet for 3 months starting in March last year. We'd be over this now. The in and out of lockdown is just prolonging it and coupled with vaccines we have created the perfect breeding ground mutations. The vaccines will protect the old and vulnerable to some extent but we will probably still see a major 3rd wave at some point this year.

The UK government has been approx 3 behind the curve all the way through this pandemic do as you say. We will know in a few weeks. I do think the apparent disregard for what most scientists are saying is incompetence at best and borderline criminal at worst.

That's fine, you can ask. The crux of this matter is people don't like that Fadec posts factual links that can be verified mainly because it goes against their own view and they don't want others to form a different view. Social media in a nutshell. Like he says, play the ball, not the man. Show me a link that proves otherwise or just move on.

The board is here to share, discuss research and strategy. It doesn't matter if you are invested or not. Facts are still facts or you can choose to believe the alt truth as Trump used to call it.

Yes, AIM is fickle but if you refuse to even consider the downsides you can only go blindly forward, hoping for a good outcome. We are pinning a lot of hope on the covid play but if it doesn't happen, for whatever reason. The market will punish us badly. There are still dozens of treatments for covid in development, some are way more advanced than Sareum. Covid is a relatively short-term play before it is pushed to the side by big pharma and our government, maybe a couple of years max, and our government will be looking at first past the post not best. What I'm saying is, you should research the competition because the first past the post will be greeted by union flags and fanfares, 2nd, 3rd, and 4th, not so much. That's what Fadec does, he looks at the what if's.

I'm a long-term holder here. not a massive amount of shares compared to some but still, I don't want to lose out and I do want to sell at the highest point I can. I can only make that call if I know what competition is out there. We aren't as some stay here the only next-gen TYK2 in town. I for one, welcome Fadecs posts, and I'm not going to sit with my fingers in my ears pretending that there aren't other pharma's isn't out there with the same science as we have. I've made my choice and I'm happy with that choice but I would sell in an instant if I thought we weren't going t make it or if someone was going to get there first. IMO, Fadec does have an agenda. He doesn't want to lose money. I can get behind that one. knowledge is power.

The is another positive that will come from this and that us the geo political aspect. Competition is good for SAR because the big Western Pharmas will not want to be behind in the next gen TYK2 race. We won't be around by to care by the time this comes down to a binary choice.

They are admitted to market tomorrow. Instant profit.

Yes, Working. That's what I think. The risk\reward thing is beneficial for both parties right now.

I was there on that day, thought it was nearly 5p? I couldn't sell and only managed to get out under 3p. Was very frustrating watching my paper valuation dropping but still got out with a good profit.

I agree, Brighty but in terms of valuation, I don't think we should be looking at the SP. We should be looking at MC. 26p would be approx £850 million MC. Just how much would a pharma pay for access to all our compounds? How much would their own MC rise by with a potential Covid treatment in the pipeline. They could buy us outright for £1.5 billion and watch their own MC rise by the same amount. If an offer doesn't come along, it'll be too late to get in cheap if the Covid angle works. If there was an optimum time for a TO, it's between now and the end of June.

Baserite, I know you have issues with other holders who sell on spikes but without sellers, you can't have spikes. MM's can't make a market when all they have is buyers.

It's as effective as any other vaccine. It primes your immune system to be ready for Covid but people are going to end up severely ill whether they have had the job or not. I also know two people now living with long Covid. Both were fit a and healthy and relatively young (early 40's). I don't really have a point, just that, Covid is a complex disease and I don't think we have even scratched the surface in what we know about it. Therapeutics will just be another tool in our fight against it.

I now know 2 people who have caught covid after being vaccinated. Both cases were mild but both people were in good health to start with.

Not aimed at you SOG but there is a lot of information in that Q and A and ever better, this is Tim going on record with what he can say. Just imagine the stuff he can't say.

Not a guitar riff but Infected with a Poison, The Prodigy. Lyrics - "I got the poison, I got the remedy"

Sad. They will be run separately, 1802 isn't ready yet because of a lack of funds. Below are two answers that Tim gave in the Q and A. As I understand it, all three are separate.

Our priority is to proceed with the SDC-1801 autoimmune programme independently of any potential developments around Covid.

And

If funds were available, we would have the capacity to accelerate the development of SDC-1802.

The more I think about it the more I think there will be a third candidate. 1801 for immune, 1802 cancer and 1803 respiratory. 1803 will go into P1 funded by the government, 1801 will be on licensed and with the upfront from 1801, 1802 will be pushed through preclinical ready for CTA or on licence. Possibly all this year.

The more I think about it the more I think there will be a third candidate. 1801 for immune, 1802 cancer and 1803 respiratory. 1803 will go into P1 funded by the government, 1801 will be on licensed and with the upfront from 1801, 1802 will be pushed through preclinical ready for CTA or on licence. Possibly all this year.