Member Info for potnak

Yep, Utar. Tiny volume. Just mm's trying to stir up business.

Krone - don't mean to keep challenging you but IMO, we've gone past the point of raising our profile. If the big boys don't already know who we are then we are in deep ****. Tim has stated on numerous occasions that we are in talks with interested parties and I'm presuming Parker is at the forefront of those talks. I admit, I would like more news but I don't know what more they could tell us.

Krone - don't mean to keep challenging you but IMO, we've gone past the point of raising our profile. If the big boys don't already know who we are then we are in deep ****. Tim has stated on numerous occasions that we are in talks with interested parties and I'm presuming Parker is at the forefront of those talks. I admit, I would like more news but I don't know what more they could tell us.

I agree with everyone. I was just trying to make the distinction between what SAR can comment on and what they can't. No amount of fancy PR or corporate junkets with institutions is going to get the SP moving. News of a milestone will, News of a trial start date will, news of a licencing deal will. A worldwide patent might see us spike a little. These are the triggers we've been told to expect between now and end of next year and II's will want to jump on board when we are derisked a little.
Realistically, IMO, we are looking at 2021 for a big cash out. A little disappointing but I'm still very much invested and confident of a profit. Anything but a loss is winning on AIM.

First up for me is a backer for SRA737 is found and we get our milestones. That should see us spike and trade at a more reasonable level. I'm with Stoney here. I think we'll get this news by Nov.

Yes, because they see Momelotinib as a safer bet right now. If Sra737 was a nailed on cert to get fast track approval, they would have pushed it forward. SAR can't do anything about the milestones anyway. No amount links to combo trials are going to change that.

We are where we are because Momelotinib is a safer bet than SRA737 and TYK2 isnt ready yet. The market will react when one of those two things change.

I'm all for improving news flow but we need to be rational. The stuff that Fadec and Thoth post is great but unless it specifically mentions Sareum developed compounds why would Sareum comment on it. You don't get Apple tweeting stuff that Samsung does. I've been around AIM for more than 10 years and I know from experience that whether you are a bear or bull if you look hard enough you can find data to back up your thinking. Just have a browse around other bio companies on AIM. PYC, HEMO, VAL, IMM to name a few. Read the comments. Newsflow is always cited as the reason the SP is in the doldrums but in reality, it's unrealistic timescales and valuations. I support this action but we have to be rational in what we ask for.

Questions i'd like to ask:
Why has the TYK2 trial date slipped?
What is the long term plan for Development? Have we now finished development?
Are you going to stick to the value in 12 months statment? (now 9 months)

I'm with OXO here. I'm still positive. I always thought that I'd make a big decision in 2020 and we haven't got there yet.

But we know exactly what to expect in 2020. It's in the Trading Statement. Anything else you read on here is speculation. I tend to go on what the company tells me. Go after Parker, by all means, but be prepared for volatility in the market if they do let him go.

The problem with that logic is. If we aren't bound to an NDA or two. We are in a worse position than anyone here thinks and the SP will tank even further. If we are bound to an NDA, then what if Parker is pivotal in those negotiations and we attempt to force him out? I really don't know. It's like, I wanna know but I don't wanna know and I'll trust the science. I just find it hard to believe Parker has been sitting on his hands this last few years.

RMM - I think and cannot speak for the board but the lack of news is because we do have a deal in our back pocket. Problem is, they can't add value without the share price going mental and what if the SP rises above what the deal is actually worth? as investors, we might say so what but they have to be responsible. We can keep pushing for news but all we will get is what is publically known already. We know what's happening with CHK1 and we know that is out of our hands. We know what is planned for TYK2, i don't think we will get a deal until TYK2 is in P1. They could give an update on Aurora but that would see the SP drop so what's the point? We're just going to have to be paitient or sell up. Just keep looking Sierra's way. That's the catayst for our next news, IMHO.

I think shelved is the right word. I think we need money to progress it and its money we don't have right now. Also the data can't be that great or we'd try and licence it out. I agree that a carefully drafted statement is needed though.

Since confirming the trial start date for TYK2 is likely to be the end of 2020. I'm now thinking news of a milestone will come first. Courtesy of Sierra getting some backing for SRA737. We might see some research papers and conference presentations in the meantime. But it feels like we are back in hibernation mode, at least until Nov, IMO.

Did anyone go further down the rabbit hole with researching the new patent filing?

Coincidence. Unscrupulous types will play on that belief. Did you have blue socks on? I once made a load of money while wearing blue socks. Haven't made much since I had to throw them out :-(

I once kept a tally of one trades in shares I held. I got to 15 before I gave up. Not one of them resulted in a good\bad news RNS.

No trades. or the system reporting is broken.

Yep, Utar. My dad live there before I was born. Heard all it. He was a ranger on Egmont. Probably should visit to see the place.

Not a finance guy. Not into luxury. I like the mountains and the beach. I work/invest so I can visit both. Id come to Manchester for the 28p party though. Just over the pennines for me.

Not a finance guy. Not into luxury. I like the mountains and the beach. I work/invest so I can visit both. Id come to Manchester for the 28p party though. Just over the pennines for me.

IMO. There won't be a bid until TYK2 is in trials. Why would they? We can't attempt to value TYK2 because we haven't seen the data yet. Milestones and upfront payments on a deal would give us a better springboard for a buyout. 10 bagger from here isn't appealing but a 10 bagger from 2p would be very nice.

Nice post RMM

28p is a realistic price if you accept the risk of getting there. It's evident that most here can't accept that risk, I count my self in that. For me, it's a balancing act. I can accept some risk and 28p is a dream but i'd rather the board and NEDS show us some guaranteed value and IMO, that means the next 2 years. Some point before CHK1 getting approved or failing and getting TYK2 to the end of P1. I reckon we could get £200 mil for CHK1 at that point and possibly the same for the other stuff combined, assuming toxicity is good. SKIL must have some value if only to protect TYK2 with its patent. Same with Aurora, I know it is shelved but if money was thrown at it. The potential still must be there.

That buy makes me sad :-( I have a similar number of shares and paid more than double what you just did. Well done. with a bit of patience, 3.3p (a 10 bagger) is easy from here, IMO.