Member Info for potnak

Was going yo post earlier that we need the class to be good but if SAR have tweeted there must be some confidence that we are ok?

This is the equivalent of keeping your house on the market because your sell price hasn't been reached. Just games to force someone's hand.

I think SAR's investor landscape will change before 3 years. I think we'll see a significant spike In The next year. Enough for some LTH to cash in. I'm definitely going to be sensible about It, at least some top skimming.

Owen has nearly 3 million share options with no capital risk. Why would he buy more? That could be a nice pay day if it goes the way we want.

I don't usually buy in to all this 'it's a bit quiet' malarkey but I've been thinking the same. For me, there appears to be a lot for SAR to be shouting about but they're not. I find, I'm checking for an RNS every morning and usually, I don't. Tim did say a deal on TYK2 could come anytime.

If the NEDS recommended £500 million on a risked basis. I'd snatch their hand off.

AIM is awash with companies that promise the world. There are investors all over the boards saying the same thing over and over. IMO, Sar are different. They've purposely kept SAR under the radar. I can understand if you keep buying at a higher price that you would be frustrated but we need to trust SAR. Tim, the board and the NEDS are here for a reason and that reason will become clear this year or next.

Yes, today's update and one on Wednesday? are maybe the start of the beginning of the end as far as CHK1 goes. Sierra will need to raise at some point or, dare I say it. Put CHK1 up for sale!

I'd agree with most of that Ahfam. Ive got a feeling the TYK2 deal is ready to go. Imo i think we are waiting on the patent application. I know were already covered but a patent just covering TYK2 would make it portable ie, easy to take out of the company.

More mentions of TYK2 in the BMS - Celgene deal\saga

https://endpts.com/ftc-demands-more-info-from-bristol-myers-celgene-on-psoriasis-drugs-signaling-a-potential-hitch-for-74b-deal/?utm_medium=email&utm_campaign=692%20FTC%20query%20adds%20twist%20to%2074B%20buyout%20deal%20Top%2010%20Alzheimers%20deals%20highlight%20fast-changing%20field&utm_content=692%20FTC%20query%20adds%20twist%20to%2074B%20buyout%20deal%20Top%2010%20Alzheimers%20deals%20highlight%20fast-changing%20field+CID_cc050c49d3eacba3743e8560c993b5e0&utm_source=ENDPOINTS%20emails&utm_term=FTC%20demands%20more%20info%20from%20Bristol-Myers%20Celgene%20on%20psoriasis%20drugs%20signaling%20a%20potential%20hitch%20for%2074B%20deal

Only got to wait until next Monday for the first of the news updates. Could be the catalyst for some movement. The next quarter could be pivotal for the CHK1 side of things. IMO, best case scenario is Sierra flog CHK1, we get our milestones crystalised (£70 million) but keep our potential royalties. This could see us at 3p per share, maybe more. A similar deal and outcome with TYK2 could add an extra 12p per share into the pot within a few years. I'm very excited, it might not be next week but it's coming. With all the news flow coming up, 1p is going to seem like a bargain.

http://investor.sierraoncology.com/2019-02-27-Sierra-Oncology-Announces-Late-Breaking-Oral-and-Poster-Presentations-at-AACR-2019-for-SRA737-and-SRA141-Preclinical-Data

I think that will happen as we get nearer April.1st Might be a case of buy on rumour, sell on news though. Depends what is in the presentation.

Think you may be the first poster for a long time to mention a cure for cancer. The long termers here never use that phrase. We are already worth millions, SAR will never be worth billions, the compound, however, could be.

Lucan - MC is irrelevant. We may not get full market value but the shareholders ie us aren't going to vote for a rubbish deal. 5p minimum, 7p likely and10p at current stage of development would be a great price. In 2/3 years, all going well and we'd be looking at the magic 28p.

I honestly believe our share of CHK1 is worth £150 million on it's own. Milestones of £70 mill + a couple of years of potential royalties. and that just in the current indications. If it is proven to work in just one area, then the potential is likely in others. If we can licence TYK2 and get similar P1\2 results we'd be looking at 4 x that figure because we own the lot. We're getting close to the magic 28p with these figures, but only if we can hold out for long enough and accept the risk that it could all go titis up. Share price is irrelevant because most of the shares are in private hands. I'd gladly accept £400 million to take us out and that would still be a bargain if they got to market. That's all Parker needs to do. Get us the current market value.

I think we are past the point of needing II's. IMO, the board and NEDS have no intention of taking any of our compounds to market. This has got buyout all over it. However, We need a milestone to pave the way for a buyout. Getting II's in now will only further dilute our shares. Pretty sure when we have a deal. Parker will be credited with the brokering for that deal. We'll all be moaning on other company boards in a couple of years.

Yes, I'm also with Aber on his comment the other day. MM's need to raise the bid to encourage the ones who bought in the 0.6 range to sell. I'd like to see 1p by the 1st.

Well, this is a nice day. I'm back in profit!! feels like it could move given a bit of volume.

Can it be really soon please. Got the Monday blues. I need 37p to be a millionaire. Can someone sort it for me? Cheers.

When we have a deal.