Member Info for sadoldgit

The only thing I can suggest here just4fun is Sareum has explained the difficulty/delay in receiving Approval from MHRA, prior to formal application of CTN.
I would also suggest that part of the application questionnaire would contain reference to previous applications.

Regards

I don't think that Sareum.can withdraw the application at this stage Ahfam. Cancel the trial yes. Time we get the decision from MHRA likely to of completed stage 1b down under.
As Blastoid suggests would also increase costs considerably and very little to gain.

The only suggestion l can think that may be of benefit is run stage 1a in Oz and stage 1b here, but dare say that MHRA would have to see the data and approve before 1b takes place.

Refer it to some government regulating authority to someone who has worked from home since Covid 19, that you can never contact, as when you have phoned this person they are not available and will never get around to opening your emails let alone respond to them.

Down under just visit and talk face to face. I am sure Tim look fine at a barbie, face protected from the scorching sun by a hat with corks dangling , chatting to a few Sheila's after a few tins of the golden throat charmer posing for a picture to male the front page of the Walkabout Creek gazette.

Good and very up to date fiind there aj
Looks like a few bums been kicked. Government minister looking to be seen to be doing something about an absolute disgrace.
Clearly there have been complaints put in.
Looks very good and is a result. However, how does this compensate for shortage and lack of experienced staff. For streamlining you need efficiency.

Unfortunately this has done and will.do no good to current applications.

When do they see this policy becoming effective?

How do they implement these wonderful improvements?

Australians are way ahead. Their system already in place far more efficient than ours. Decisions made on a local level.

Regards

.

HBD and Fearg. I will post later the benefits of biomarkers. Effectively you are looking at tailor made. Of the upmost importance and dare l say more important than genetics. But hey ho this is all.part of the science.

Regards

It may well be HBD that other companies see Sareum as the on licensor. We walkways see Sareum and SO when any mention of 737 arrives but very little of the CPF.
Although we do not own 737 we do have a considerable understanding of developments. The CPF do not release an RNS so Sareum would look for many the place to go to.

I may be wrong but l do not see companies looking to buy us out at this moment in time. There are just too many uncertainties.
SDC needs dose escalation studies complete as a minimum. This will remove all element of doubt as to toxicity issues. Will assist in the pathway of 1802 also. The status of 737 also needs to be established ie on licence, co development, whatever.
Then and only then, do l myself see likely hood of buyout.
At the moment the SP is low, very low and as such is not likely to attract a purchase price that Tim.and co old agree to. Our market cap is under 60 million, a few that post on here would be happy with 120 million buyout not see their feet for dust then go on and attack another share they claim to have been invested in for years.

No that not going to.work. just too any variables.

Good confirmed reports from human clinical studies are required. CHK1 may prove to be very commercially viable albeit we only have 27.5% economic interest.
SDC 1801 Clinical.trial approval, a route of progress for 737 and then we ought be considerably higher in market cap value than we are now. On licence of 737 should be worth around 1 pound 50 increase in SP alone.
How much did SP/market cap drop when notified of return by Sierra Oncology?

How much SP drop when MHRA notificarion of unable to approve RNS.?

Reverse these two drops and that should give us a ball park value of current SP if progress made in both the above areas.

Regards.

TWO biggest enemies of the investor is fear and greed!

Regards

No problem KK. if you were not feeling a little nervous you would not be human. We are all human after all.
Nothing guaranteed and we need look at pro's and cons as much as possible.

Although further down the line it would be 1802 which would be the jewel in the crown . Need get 1801 progressing first.
It is imperative that Sareum get 1801 into clinical trial ASAP. That is the big hinge pin at the moment as far as I can tell.

No problem being defenceless in previous posts, no need for the sorry. We can all get agitated. Trying to get balanced opinions is difficult. Concentrating on highlighting the risks only is not a balanced view. Most important ones are those that have been missed out,
There are over 270 clinical trials worldwide involving inhibitors! Many of these will fail but some will not. That poses a threat.

There does exists trouble maker on this BB. Quiet of late.
They are aware who they are.

I dont mind balanced reasonings but not a deliberate twist to accept as fact someone else's point of view. Indeed Thoth2 bless him foretold of the sinister investor.

Regards and have a great day

I did fail to state likely hood of upfront payment should an on licence take place of 373.

Shame Acrivon did not approach SO in 2021 for CHK1 inhibitor , or perhaps they did.

There exists more than one outcome here.

Sareum have enough funding up to stage 1b. Good results of dose escalation, access to funding ought not to prove problematic even with the state of the world economy at the moment.

Another probable outcome is the on licence of 737. This should happen within next 3 months or so may be sooner, maybe longer.
We know there are at least 2 interested parties and reassurance here can be taken on the Acrivon licence of Prexasertib and the Chinese Bibbert CHK1 inhibitor ( l would not be surprised if this were a knock off copy of 737 but never mind)

Original milestone payments of 7 million and 12 million dollars would have been due had SO continues development and treated patients in the US. ( original agreement between CPF and Pronai Therapeutics)
A good reason for SO not to continue clinical trial as all resources/funding poured into Momo.
Further preclinical work was however carried out by SO in triple combination therapy.

The last price of asset valuation by Edison put a price of circa 120 million value based on a 25% chance of success ( prior to clinical results being released) Around end 2018 /start of 2019.
They originally gave the same valuation at a 1 in 6 chance of success prior to this. It also takes into account the intended combination therapy strategy by SO with other inhibitors but again before any outcomes of these combinations became established

The question now arises is what is the current value of 737 is as an asset?

A value needs establishing. This will be based on what has so far been achieved and a potential of any successful combo therapy.

As TM stated there are two options ie rapid on license or further development and then on licence.
Further development would require considerable funding. Some of that funding would be required to be met by Sareum as part of the the financial requirements.

Funding would be required upfront prior to start of, any clinical trial.

If this route were chosen then considerable investment would need to be raised by Sareum.

Acrivon had no problem and as a matter of fact, were over subscribed, to pursue clinical development of Prexasertib .( Raising of 100 million dollars).

There are many options of which the BoD ( heavily invested) I am sure will make the correct decisions.
The day trader will come and go, but the BoD are committed. The day traders objectives as opposed to Sareum, whilst both in the pursuit of financial gain will differ greatly from that of Sareum BoD.

Best do ones own research on Sareums inhibitors and how it it will fit into a very competitive pharmaceutical market.
Who are our main competitors?
Are our compounds compatible with theirs ( many compounds not compatible due to toxicity)?
What are the compounds that are emerging and being put into clinical trials?

It takes on average 10 to 15 years to develop a drug and if successful, marketed.

Regards

Thanks for that Bobbler.
Early days of the speculated 10p share party at around 880 million shares would have given 88 million market cap.

May well get an update soon on 737 as all data returned to CPF. 1 day to a month to extract and interpret data according to TM. All depends how helpful SO have been.

Any interested parties will need to be aware of this data with a view to a route of how to progress.

Regards

This from 2015,

https://www.lse.co.uk/rns/SAR/placing-j7sfsh2fwfgm2d1.html

KK, It depends on the interpretation of dilution we have. My view on dilution is an increase in the number of shares. originally 880 million increasing to over 3 billion by fund raising and the issuing of more shares. I may be wrong in my interpretation but that is how I see it.

Regards

You are welcome Warthog4
Regards

Good morning as a long term investor I disagree that that the stock has not been diluted.
There were circa 880 million shares in issue around 2012.
Prior to consolidation there were ove 3 billion shares. I am certain if you look through previous RNS's you will find the exacts dates that these dilutions were made the most recent raising of funds being from HNWI's.

Regards

Good evening Crogy.
Good to see you received a response from your MP. These delays are unacceptable but in addition what makes things worse is not informing applicants how long the delay will take.

Since initial application it has been nearly 8 months.

It is no surprise of Tim and Co to initiate CTA in Oz.

No indication that there is likely to be any improvement in thus short term. Clinical trial applicants are becoming frustrated to sat the least. Goverment responses consist of hot air and throwing money at some think tank.

Oz timescales looking at 5 weeks to 3 months if all goes OK.

Regards and thankyou for posting the response you received

Cisplatin in itself is fairly toxic in its own right.
From Wiki here but

'Cisplatin is a chemotherapy medication used to treat a number of cancers.[2] These include testicular cancer, ovarian cancer, cervical cancer, bladder cancer, head and neck cancer, esophageal cancer, lung cancer, mesothelioma, brain tumors and neuroblastoma.[2] It is given by injection into a vein.[2]

Common side effects include bone marrow suppression, hearing problems, including total irreversible hearing loss, usually restricted to one ear, kidney damage, and vomiting.[2][3][4] Other serious side effects include numbness, trouble walking, allergic reactions, electrolyte problems, and heart disease.[2] Use during pregnancy can cause harm to the developing fetus.[1][2] Cisplatin is in the platinum-based antineoplastic family of medications.[2] It works in part by binding to DNA and inhibiting its replication.[2]

Cisplatin was discovered in 1845 and licensed for medical use in 1978 and 1979.[5][2] It is on the World Health Organization's List of Essential Medicines.[

If we look at the above it is hard to see a viable reason to partner something which has such known risk of adverse effects, with any other compound or form of treatment.

Regards

Near bottom of pdf report

A preliminary survey of the genetic profiles of subjects who achieved PR or prolonged
SD suggests responses occurred in tumors harboring cancer-related mutations expected to
produce higher levels of RS. In addition, multiple replication fork-associated mutations
including variants of unknown significance may exacerbate replication stress and/or be a
consequence thereof.
• Based on the non-clinical and clinical data currently available, the balance between
potential efficacy/benefits and the safety risks for SRA737 + LDG remains favourable and
Clinical Study Report Synopsis SRA737-02 supports further clinical development of this combination, or other therapy combinations including these elements.

Good morning Utah.
The results in this particular trial with Cisplatin in triple combo with LDG and 737 would not impress as far as I see it due to adverse events.

However, what we are looking at here is patirnts who have undergone previous treatments and the cancers are at an advanced stage. In this instance replication stress is significantly increased. One on the criteria is that life expectancy would be a minimum of 12 weeks.

Several patients continued to receive treatment after the trial finished.
Not sure why Sierra Oncology chose this particular combination with Cisplatin.
I know there were suggestions that 737 may prove effective on patients that have developed resistance to Cisplatin. This does not mean however that 737 will work in combination with Cisplatin and LDG.

Regards
737 in preclinical triple combo with LDG and PD-1 proved far superior in terms of efficacy and safety, but reiterate that this was in preclinical.

No problem HbD,
was getting ready for work.
But l did manage to download 737 LDG and cisplatin.
Cisplatin LDG and 737 not overly good results
I will post more on this when have time as downloaded a pdf file.

You can enter a search NCT027979777. You will see a heading on this and can download pdf.
Ldg 737 fine. 737 ldg and Cisplatin not so good. SAE,s.
However there are lots of factors to be taken into account.

Regards

https://clinicaltrials.gov/ct2/history/NCT02797977?V_13=View#StudyPageTop