Member Info for potnak

That being said. I do think 25% of that SP is achievable if we can get both TYK2 into P1 and beyond.

Can see why you get these figures but I think we'll deal much lower than that. To get these figures, we'd have to take our products all the way to market and accept the risk that comes with that. I'm not sure the board or the investors have the patience or are brave enough to do this.

I've read it twice now and I'm still not sure how good it is. Haha. It sounds great. I'm hoping someone on here can summerise what it means and how good the data is. The thing I'm taking from the presentation is the multiple cancer models. We only need one of them to stick to be quids in. The other thing I'm thinking is. Will TYK2 warrant a big upfront payment with modest milestones or will SAR still carry most of the risk and get a small upfront with large milestones? certainly Interesting times coming.

You'd better sell up now, Lucan. Don't risk it.

MickVick - to be fair. I'm pretty bullish about it all. It's more or less where I thought we were anyway.

RMM. The point you make about TYK2 not being ready is spot on. In reality, it has never been as far along the development cycle as others on here seem to think it is. I'll add to this and say SAR have never said it was. This is the reason we don't have a deal yet. I'm still undecided about Parker. How does he get us II's or a deal when our product isn't ready to sell? I still think Tim's 12 months for significant value statement will prove to be true and will probably be down to Sierra getting a backer for CHK1. My only caveat to this is "significant value" can mean different things to different posters. 1.4p would mean 100% profit for my shares. I call that significant. I think thats why I'm easily pleased. I don't expect 28p, I'd be happy to sell the lot for 3p.

If we had had today presentation 2 years ago. You'd all be raving about it. Some here are obviously overexposed and have forgotten the no1 rule. Don't invest more than you can afford to lose. It's always been 2020 for me. Might be 2021 now but i'll make a decision on holding\selling this time next year. Honestly. I'm 50% down and If I thought I was going to lose the lot. I'd sell now. I've recently skimmed £20k of profit from my shares account and put it into my pension so I'm not tempted to gamble it away on AIM and I'll do the same with any profit from SAR. AIM is finished as a long term investment vehicle.

Been in a meeting so didn't catch the presentation. My first thoughts on the RNS and presentation are. It is what I expected. There is progress. yes, it is slow but IMO, SAR have always been upfront on timescales Did they give any indication why timeframes have slipped? Did anyone ask about the new patent filing? I suspect having a patent will be key to getting a good deal. Everything else looks really good and I still think the cat will be out of the bag soon.

If CHK1 is as good as they say it is. It won't be long before Sierra get a deal on the table and we'll be derisked somewhat.

As for shareholder sentiment. I wonder how may will sell if the SP hits their buy-in price. My guess is not many. I know i'm not. Crunch time for me will be this time next year.

You can never rule out a raise but they have enough to take us into next year easy. If we'd had news like that two years ago we'd have been pushing 1p today. So much more to come. Just got to hold our nerve and hope Sierra get it done.

Just year end stuff tomorrow. I'm not expecting any fireworks. The Q and A will be as beige as they come. Abstracts for the AACR presentation are out on Wednesday though. It won't be long before the cat is out of the bag. Then we will find out what we really have.

Big placement at VAL. What were we saying last week? Good luck to the VAL holders. 33% down today.

Not the norm, no. But they've been threatened with being outed because we don't get told enough. Here is a chance to ask a few questions. My concerns are. They would have told us any good news so do we really want to hear the not so good news? Eg, does the market really need to know that Aurora is dead in the water. We're not spending on it, let it slip away quietly. It is only an example but you get what I mean.

Is it not just a QandA for the results? Where the money has gone. What are the plans going forward? Strand will absolutely be there.

I've got a bit in PYC. Only for trading. Got them @3p and would sell on any rise. Keeping an eye on HEMO. Not because I think the science is good. More because I think they are ripe for the type of rise and retrace SAR and PYC had.

This last year has been the first time in approx 12 years of AIM trading, that my portfolio is showing a loss and that is mainly down to SAR.

Jeez, Utar! You have VAL, PYC and SAR? One of em will come good. I've never felt confident in VAL. Been on the verge of buying loads of times, I just don't get a good feeling about them.

Most of us are down and I would love SAR to answer all questions listed below but I am also realistic about what we will get. The answers to most questions will be commercially sensitive and even worse the could see a sell-off of shares. If you ask for the truth and the truth is we will definitely be looking at 2021\22 before the significant value is realised. What do you think that will do to the SP? AIM needs dreamers and dumb money to thrive. It's why most of us are here. You very very rarely get a multi-bagger on the main markets. So we flock here hoping for a 10 bagger. Nothing wrong with that as long as you accept its pure gambling. I do accept that, I do accept that some AIM BODs are crooked and I'm under no illusion that I could lose all my investment. With SAR, I believe the potential upside is worth the risk and worth hanging around. I also believe the SAR BOD is one of the better AIM BODs out there. If I didn't i'd have sold at 0.6 and cut my losses as I had a good idea we'd be down in the low 0.3's. As Andy said, after 10 years, we've done the hard bit. Time for the stoicism now. Pur time is coming.

Absolutely, Andy! I still can't fathom why you would rubbish a share you hold! I'd sell if I was that worried the board were freeloading

It's obvious, to me at least that the NEDS were brought in for a specific reason, probably regulatory. I don't think they are here to find us a deal, I think they are here to help the deal get done. Whatever that reason was, my guess is the timeframe has slipped. As for raising the profile of SAR. There can't be many experienced AIM investors who don't know who SAR are. I have a good friend who works in wealth management. He laughs when I talk about AIM and he laughed, even more, when I mentioned SAR. If this is a typical reaction in the industry then this is why we don't have any II's. You can't gamble with other peoples money and until we have something tangible on the table, it iis still a gamble.

Aber - absolutely! I know we can't predict what they will answer or make comment on but we can make a good guess. Better to use up the allotted time with questions they can answer.

They won't be able to say anything that is commercially sensitive. NDA or not, they won't name drop anyone. They won't speculate on what the company is worth. It's worth whatever a deal is worth. They won't speculate on any research done by posters on here. If it's is still in the public domain, I don't think they will comment on IT.

I do think a question around SKIL and the future of a drug development company that no longer develops drugs would be good. The new advisors will be sat in the room, probably with some pre-prepared statements for Tim to readout as answers.