RE: Treatments are costly10 Oct 2022 22:10
Good evening HbD
Great post on large pharma's and to an extent the practise of priority for profits and returns apply to a multitude of companies. I have found that large companies are target focused and more interested in getting a product out as quick as they can, Targets met and big bonuses. It comes at an expense and that expense is a lack of attention to detail.
They look at what we can get out as quick as we can, Small specialist companies of which Sareum are one will, painstakingly apply attention to detail. This not only means what is good is good but also the downsides how will the product last and how reliable is it. Can we improve still further? Big industries push through products on what is good but very rarely address the down sides sufficiently.
With regards to Sareum they have a very dedicated experienced team. Why do employees leave a company and set up their own?
They can research and develop products to an extremely high standard. A large company that does it all in house, whilst not necessarily lacking expertise are hindered by the push, push, push of large company management.
Sareum, out source some of their work. It does not go to a big multinational pharma for this , It will select a small specialist company who are themselves dedicated in their work. Their interest is to develop and identify the best way forward irrespective of timescales.
Tim and co know enough, as to who to approach, the best people to identify any pitfalls at an early stage. Effectively what can be done with a potential treatment to make it not only more effective but better. It takes as long as it does to get it as best as can be achieved irrespective of timescales.
Tim did state not so long ago, that we are not biologists, but what we are very good at is chemistry.
You have the world leaders in Cancer research, ICR. They understand the biology of cancer. from the cells that mutate into cancer to the signalling pathways that need be restricted or inhibited. They are very good at biology but not so good at chemistry.
Eventually this attention to detail ( Yes, we still have Michelle Garrett which has carried out phenomenal work on CHK1 resistance in breast and ovarian cancer).
Sooner or later it will come to fruition. But as we have learned and know, the pharma world is a very slow entity. Sareum a bit slower I feel.
Many big companies spending more on advertising than R&D from your post. Who does that benefit? Not the patient that for sure. All about priorities and the priority for any treatment is getting it right.
It has been 9 months since we heard anything with regards to 'finalising design' from SO. Mid year they were looking at.
We will know relatively soon on just what course of action GSK will take. They can go down the SO route or devise their own designs. For the moment I would suggest they pursue the SO route, as already provided some impressive results in lung c
Sign In
Follow the stocks
