Member Info for potnak

Baton. Could easily be 5p by the end of this year. SRA737 milestones, two TyK2 licences and a milestone for Aurora. Would you sell?

I'm on holiday in Devon and Cornwall a couple of week. Loving the amature body language stuff. Not even seen the video yet. Thanks to Num and others for supplying question for tomorrow. Keep up the good work. Its getting exciting.

The Covid grant news is new. We now know who we applied to and when expect a decision. October it is. Just because it isn't what you hoped for doesn't mean it isn't valid.

Typical SAR expectation setting. Some won't like it but slow and steady wins this race. Thumbs up from me. And yes the Covid news is new.

And, probably a couple of billion to get get it to market, Ahfam.

They'd need a billion dollars to do Mom, 737 and TYK2. They've really struggled to get $450 million and we still aren't sure if some of that is for 737. We need a pharma with big pockets to take our TYK2's

Basser. I hope you aren't suggesting that Sierra take on 1801? That would be a terrible idea!

Agree with you, Searle. apart from the price. We could easily be at 5p with milestones and licences for TYK2. Not even factoring Aurora and COVID into that. I would hope that Tim and the board get us to that point before even considering selling.

Zylo - that's a bit harsh. I would say Searl is one of the more considered and informed posters on this board. It balances out all the BOOM!! posts.

The reason for the silence is we are a back street passenger on SRA737. All we can do is watch. We can't negotiate our milestone payment and SAR will only be able to comment when they get the go-ahead to comment. Tim has reiterated this on multiple occasions. The long-termers should know this. and Finally, as far as i'm aware, the trial is still running? I'm not sure will get a milestone payment until it ends and we have a data readout. Just take Sierras recent news as another step taken in the right direction.

All good in here guys good research etc.. but remember SAR are just a spectator when it comes to SRA737. They won't be able to release anything without the go-ahead from CPF/ICR .

Aber - I've got 3 million. Still a risky play so that's my limit I'm willing to lose. SAR is the only share I hold now and I have a spare 7K waiting in my ISA to jump on a bandwaggon. I used to have £65k in my shares ISA but I moved most of it out in the last 2/3 years. Now in a cash ISA making a slow and steady profit. I'm way more selective than I used to be. No more long term holds for me.

I just want to caveat my post. I'm not saying a TO is imminent. I believe we have certain things to do before that happens such as put TYK2 through pre clinical, resolve the patents etc... I do think Tim and the board are getting their ducks inline for something big though.

I've got a feeling that the big picture we are missing all revolves around SAR and it isn't because of a lack of hunger from the board. Unusual for me to think like this but I think it is SAR that is holding everything up, it a complex business this MA stuff. Especially with 4 compounds and skil, presumably, all could go to different places. That's my ramp for the week.

We might be putting too much importance on the 10 q. We know Sierra are seeking non dilutative funding to progress Sra737 and we know they will need a lot of dollars to progress it. I don't think Sierra would announce a deal of that size buried in a financial report. If they have funding, they will shout about it and they haven't yet. If the 10q does come today. IMO 737 won't feature in it. The SP will drop and all because we set our own expectations of what will happen. Still think its all part of a bigger picture we are not seeing.

It is a fair question but the answer is no one buyer breeched 3%. I'd wager most posters saying a TR1 was inbound bought in too thus adding to the hype. Personally, at this stage, I'd rather an institution didn't buy in.

Or it could just have been a few big buyers. This is another example of the shareholders setting their own expectations. The company has told us what the plan is and we have no evidence whatsoever that a TO is in progress. We do, however, have figures of the king of the amount that compounds can be licenced at.

Absolutely, fearg. Letting them do what they said they would do this year. Sets the baseline at a much higher level for TO talks.

Yep, i'm hoping for 5p + by the end of the year. COVID is where the curveball will come from.

Think people are getting carried away again here. The SP could be 7p if not more with a milestone for 737 and our TWO TYK2 compounds licenced and in trials. IMO, Both are likely by the end of the year. COVID and the dark horse Aurora doesn't even factor into that. We need to chill out, set our expectations for the end of 2020 and let them get on with it. Expecting a buyout RNS every day will only **** you off when it doesn't come.

Yes, Andy. Same experience for me. The pension was down 20% and my cash ISA was down 30%. Both back in profit, although my cash ISA recovery was helped by me chucking some money in when they while it was down. The article I read was based on the US market. A lot of unemployment and mortgage defaults to come. Trump on a crusade to save his own skin, the pharma's are taking out adverts against Trump because of drug pricing. Can't remember what the stock market fear graph is called but, it is thought the US is at the denial stage. The smart money has sold and it's being propped up with new investors. The US markets are artificially high, hopefully, the bubble won't burst. I do think this may be a perfect storm for SAR to get a mega deal though, maybe even the Chinese type Thoth was speaking of.