Member Info for sadoldgit

Good evening Laz.

I need read through and correct as predictive text on new mobile create all sorts of problems.

Certainly we are approaching the final hurdle of long term toxicology testing. It is not a question of if we are good but more a case of just how good l feel.

In addition it is highly likely we will escape the dreaded boxed warnings associated with inhibitors of JAK2 and Jak3.

We are Jak1 and we just may well be nigh equal to Deucravacitinib with regards to safety but with tge added advantage of dual inhibition ie TYK2 and JAK 1 be able to demonstrate a superior efficacy profile in some but not all indications.

Tim did allude to this a couple of years back.

BBB and CNS is an interesting addition.

Who approached who with regards to this.

This is not an east cherry by any means.

There are several CNS indications. Again it is not a one size fits all game here.

We are ideally positioned to develop a candidate for clinical trial. AI should speed things up and of course AI is only as good as the data fed into it.

With regards to our 1802 which has gone very quiet on the news front at the moment it is all about the indication thst 1802 can perform.best in. We still have no final candidate.

So much for the 1802 molecule being a few months behind 1801 in development walked about 3 years ago by the BoD.

All in all l would say we are fairly ripe for our SDC compounds to be taken out as a whole.

Immuno

Immuno oncology

BBB and CNS.

Early stage inhibitors are rapidly approaching their end if useful commercialisation life. This demonstrated by clinical trial attempts at SLE snd of course BBB snd CNS.

The question here is are you going to prescribe an early generation inhibitor to treat these indications along with their boxed warnings?

Or is it better to hand tailor a compound to have at least similar efficacy ( and this is being pessimistic) but with superior safety compound that is not restricted by dose limiting toxicities?

There is a lot of money involved in these deals as it runs into hundreds of millions of dollars whether up front with high end milestones as an on licence or bought outright.

Due to the patent coverage of 1802 in auto immune as well as Immuno oncology eould you really want to own 1801 and have a competitor take on 1802?

Just how close is a proposed CNS candidate to 1802 ? The Jak1 in 1802 can cross the BBB from previous conversation with TM.

Regards to all

Https://pmc.ncbi.nlm.nih.gov/articles/PMC9669664/

Longish simplistic read. To me all it does is reinforce tgst whst we have hs pretty special

Thoth alluded to tge importance of our molecules many years ago. As he said then they can't be copied.

As PCS1954 says tge 1.76 has been put about gor over 2 years now

Of you take the number if shares in account and apply 1.76 to them it us not far short of our market cup msx of 330 million in 2021.

Much further forwards albeit twice as msny shares but the main is in the safety profile of 1801 with you study decent results giving runway to enter any insulation that an interested party chooses

Also take into consideration that ultimately true may well be some inhibitors thst may have a better efficacy than 1801 but may lose out to 1891 as far safer profile.

Difficult to price. If someone sees the commercial value of what we have 2 billion is not out if the question. Yhe question is do we have the capabilities to take what we have to these levels.

Not a case of almost. Near enough is not good enough we have to be pretty special. Saying that we have exceeded or rather 1891 has already surpassed Tim and Co expectations.

Ai will assist but it us mist certainly not the be all an end all. AI makes mistakes and us no substitute to replace a knowledgeable and innovative brain.

Regards

Our buggest competitor me thinks

BHV-8000: A selective TYK2/JAK1 inhibitor

Targets specific pathways:

BHV-8000 is designed to selectively inhibit TYK2 and JAK1, avoiding the safety issues associated with broader JAK inhibitors that also target JAK2 and JAK3.

Brain-penetrant:

It is a novel therapy that can cross the blood-brain barrier, allowing it to act directly on the central nervous system.

Clinical development:

BHV-8000 is currently being studied in clinical trials for Parkinson's disease, Alzheimer's disease, and Multiple Sclerosis.

There is indeed more to this than meets the eye as l don't think we are looking st Tyk2 Jak1 alone here.

Focus !

'avoiding the safety issues associated with broader JAK inhibitors that also target JAK2 and JAK3.'

Green light for 1801, maybe we are better than Deucravacitinib. I would not bet money tgat Deucrs is better

Massive swing towards Tyk2 Jsk1 with no associated adverse effects.

But hold on Brepro is Tyk2 Jak1 or is it just claimed and has jakk2 snd Jak 3.

Elevated creatinine levels may indicate otherwise.

Dick Puller, and what would you know?

Ripley oh dear whst a pathetic individual you are

You appear to be over 90% on several of your investments.

Rather odd that you claim to have been here years yet you have not posted here until recently.

Whst on Earth did Silverfoil post here that gave you hope?

This board has had more than it's fair share of claimed long term holders that are intent to cause frustration and very little else.

As it looks here to many we are on yhe home run. I take you are converse to all that is going on and whst the developments are. I take it you remember the Riverboat finance debacle. What are your views on this. Please enlighten us with you honest opinion and breathtaking transparency.

As for what other shares l hold is none of your business. If you read through my previous history of posting here you would know what l am invested in.

Thus share a tad different you the other so called shaes you are out reading through the BB.

Sareum have risen over 30% in a few days what is your ptltoblrn either that?

I would assume you are a trader as to opposed a proper investor. I also assume you are in to crypto also. The modus operandi bring look to get in at a low price and exit at a higher one. In addition it nsy be one of your tools to shortt a share.

Clearly you have no knowledge of Sareum or its history financial hurdles to overcome.

I will not waste my breath on you. You want to short or dissuade others from buying that is your perogative. Clearly you have reasons for dissuading people to invest here after the current rise . Are you warning myself that l should be cautious in investing here?

Have a good day

Ripley, you are way ways out of your depth.

I have several.hundred thousand under 20p.

In your eyes l seem a ramper.

I will add and have done recently at around 20p

This share as been decimated aound 92% since 2021. We are further forward with excellent, better than expected results in phase1 a. Soon to conclude the all important long term toxicology report that should propel the SP many fold above it current level.

A few %r rise over the past 3 or 4 days really is bugger all.

It will not be long begins the increases in SP are larger than the current SP.

Regards

Some light reading over the weekend either regards to investments in biotechnology,

There is money around gir investment or takeover. However, you are mistaken likely to be in the sweet spot on late stage products and or when specific data has been established.

Regards

Good morning HbD.

Of that l have no idea.

Good morning DP64.

Sareum has been looking at the BBB for over a year now. They are aware they have compounds thst can criss the BBB.

I don't think that Tim remaining CEO this latest development would of happened.

As for the AI development we have a few compounds that show promise and one extremely promising.

Optimisation is the important aspect here. Whilst l think Tim is more than capable of this himself the process can be significantly sped up by AI.

Al has its limitations.

It cannot dream

It does not possess character

It cannot invent

All It can do is process information.

So the information fed in needs to be accurate.

If AI were that good all world problems would be solved. Perhaps politicians could be replaced with AI.

So yes l am massively in favour of this additional development.

In 2019 tge money spent worldwide on neurogenetive diseases that includes cost of care was 1.7 trillion dollars forecast to grow 6% a year.

So there is a damn big market hence why the failling end of life early generation inhibitors are being trialled with very little success.

So we sit in a very sweet spot. We can now develop a best in class inhibitor if all goes well.

This area of therapeutic treatment with regards to commercialisation is mind blowing..

First stages are proof of concept. I would hazard a guess that on proof of concept alone the value added to Sareum is multitudrd of its current market cap.

Hence the assistance of AI being crucial here.

At the meeting last Decrmber an attendee did raise the question of whether Sareum had ever considered the use of using Al

Regards

Al helped Nimbus

Nimbus Therapeutics

Nimbus Therapeutics specializes in utilizing artificial intelligence and computational tools to expedite the drug discovery and development process. In a remarkable feat, the company sold a psoriasis drug to Takeda for an upfront payment of $4 billion.

Deucravacitinib

Hi Hoppy l did spot that too. Thereappears more to this than meets the eye.

https://chanzuckerberg.com/

Interesting find and well.done for spotting it Hopkirk.

Zehn Zenn or whatever his name is involved in both the HGSOC and skin melanoma.

There was much research written by Michelle Garrett a key supporter of CHK1 and especially 737.

It would be very interesting to see if an attempt has been made to patent this.

A peer reviewed report would be welcome on this one. It also looks pretty recent so someone has taken the time and expense to carry out the research.

Serious HGSOC has around 93% mutation of p53 checkpoint. Resistence to chemo is a problem and also a known problem is eventually resistance to the chk1 inhibitor itself.

A very promising outcome if the data has integrity.

We are on the homeward straight for sure. Just depends how long this last straight is and how ast we can travel.

Unlike other CHK1 inhibitors , 737 has a very tolerant capatability with other treatments.

It would require considerable funding to develop for use in the clinic. Funds we do not have.

Potential is there of course.

Regards

Buy your Sareum shares now at a 95% discount from their all time high.

Twice as many shares due to Riverfort debacle but on the plus sides all developments extremely promising.

Been here continously to the annoyance of some for 13 years now. Overdue for fruition

Enough from me have a good day all.

Goodmorning Celtic007.

Just a post on my way of thinking and the ongoing of Sar and interested party below.

In a sense it would explain changes since July last year. Forget about the phase1b. Straight on to toxicology Long term studies albeit very slowly.

Mocked by a few that have a restricted understanding of what we have.

I would hazard a guess that there have been discussions with an interested party.

They may be a new interested party.

However, in communications they require data.

Certain data has been given. Good phase1

Commercialisation?

Well what indications are you looking at?

Psoriasis overcrowded.

Have you looked at the untapped market with regards to neurogenitive diseases.

Little advancement but Deucravacitinib making headway as the first allosteric Tyk2 inhibitor commercialised.

Can you match or do better?

We would require long term toxicology report on your 1801 before we can take things further.

Can we advance investigative work into BBB and CNS?

Can you prove that you can create a compound superior to 1801 in these Indications maintaining safety profile but increased efficacy?

Costing?

Use of AI ? We are prepared to fund an initial study. In return we may require first options on future development.

We are seriously interested in your SDC pipeline potentially covering

Autoimmune

Oncology

Diseases of the central nervous system.

As for a value on what we a prepared to offer?

All dependant of course on investigational and development work.

Completion of toxicology 1801

Lead candidate for 1802

Potential.and viability of additional BBB CNS inhibitor.

Cessation of informal negotiations.

Formal offer made.

Good morning Hopkirk.

You receive my award for best post of the day for yesterday.

Many of the older early last generation inhibitors with associated boxed warnings are being trialled in neurogenitive disorders.

In a one last desperate effort they head to an are of urgent unmet need. However they do exhibit off target effects and early and some later generation Jak inhibitors carry boxed warnings.

I do not know who it was that initially raised tge subject of Bolod brain barrier and diseases of the central nervous system.

We have phase 1a clinical trial with better than expected results. The expectations were high too!

At the moment it is pretty damn crucial to reach a satisfactory long term toxicology report.

This will enable potentially immunotherapy treatments long term use, potentially life long if efficacy satisfactory.

In patent description of the SDC compound it already gives a vast list of neurogenerative diseases such as AD.

Somewhere along the line there has been an approach to identify if an SDC compound can be tweaked to give greater efficacy in BBB CNS diseases.

Who has decided we have no idea.

We now have a distinct advantage in that our molecules are proving safe. Molecules here as opposed to compounds made up of molecules.

To be pedantic a molecule is also a compound!

We have identified a very strong candidate.

It can take several years to create a suitable drug candidate.

Whilst not an admirer of AI it does have its uses and should be able to assist in the identification of the suitable properties required and the prediction to best tweak our molecules to best optimise the ADMET and efficacy of the aforementioned.

The worldwide commercial market here is phenomenal

Take the AI quote below.

The global cost of treating diseases of the central nervous system (CNS) is substantial, with an estimated US$1.7 trillion spent in 2019, according to The Lancet. This figure represents direct healthcare spending on brain disorders, with a growth rate of approximately 3.5% annually since 2000.

1% of this market is 17 billion a year (2019)

The slightest success or entry into this market will certainly blow the bl00dy doors off.

Commercially someone is looking into this field.

Perhaps now we can see why Tim was stood down and able to donate all his time to what he is good at. I dare say the brilliant John Reader also heavily involved.

Regards

Be interesting how high they go HbD.

They went 30 tines therapeutic dose without any problems ie as in reaching a max tolerated dose.

Tim did say we may have to go as high as 100 times. I don't know if he did as not a requirement then as 30 times achieved

MTD a tad different than long term toxicology.

As for the furries being treated l trust they will remain healthy and have a long disease free life.

Interesting link below with regards to HS treatment Breprocitinib and Ropscscitinib.

Interestingly Ropscscitinib had a serious adverse event with Deep Vein Thrombosis. This was attributed to covid 19?

Ropsacitinib primarly A TYK2 inhibitor with selectivity over Jak2

https://evidence.nejm.org/doi/full/10.1056/EVIDoa2300155

Note 'Valuation:

Roivant Sciences's current valuation may not fully reflect the potential of brepocitinib, but a positive readout in late 2025 could trigger a revaluation.'

Riovant market cap currently 7.4 billion dollars !

Our nearest most advanced competitor.

Brepro withdrawn from Psoriasis

Increases in creatinine levels with usage

However AI response

' Overview

+6

Brepocitinib, a drug being developed by Roivant Sciences, is considered to have significant potential value due to its promising results in clinical trials for various autoimmune diseases. Its value is tied to its potential as a treatment for conditions like dermatomyositis (DM), non-infectious uveitis (NIU), and other inflammatory diseases.

Key factors contributing to its potential value:

Promising Clinical Trial Results:

Brepocitinib has shown positive results in Phase 2 trials for NIU and is currently in Phase 3 trials for DM.

Dual JAK1/TYK2 Inhibition:

It is a dual JAK1/TYK2 inhibitor, which may offer broader efficacy and address a wider range of cytokines involved in autoimmune diseases.

Potential for Significant Market Opportunity:

If approved, brepocitinib could become the first JAK inhibitor for dermatomyositis, potentially capturing a large share of the market.

Strategic Pipeline:

Roivant Sciences is actively progressing with programs for multiple indications, suggesting a broad potential market for brepocitinib.

Strong Cash Position:

Roivant Sciences has a strong cash position, allowing it to continue investing in brepocitinib's development.

Positive Investor Sentiment:

Positive trial results have led to increased investor interest and positive analyst ratings for Roivant Sciences.

Factors to consider:

Clinical Trial Risks:

There is always a risk that future clinical trials may not yield positive results.

Regulatory Approval:

Even with promising clinical trial results, regulatory approval is not guaranteed.

Market Competition:

The autoimmune disease market is competitive, and other drugs may emerge as competitors.

Valuation:

Roivant Sciences's current valuation may not fully reflect the potential of brepocitinib, but a positive readout in late 2025 could trigger a revaluation.

Overall, brepocitinib is viewed as a promising drug with significant potential value, but it's important to consider the risks and uncertainties associated with its development and approval.