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Basically they have a claim of a PASI75 score after 12 weeks. Pretty certain 1801 can achieve that if not better it.
Deucravacitinib 1st in class is now looking to become not best in class and 4 billion was paid up front.
Good informative pertinent postings from C79 as usual.
Regards
Interesting post HbD.
I don't think you are way out with Sierra Oncology. However, it may well be that former directors or CEO's may have an involvement somewhere along the lines of perhaps a new private company. Nick Glover l have spoken about with MEI Pharmaceuticals but also Mark Kowalski who was Chief Medical Officer.
Stephen Dilley was CEO of Sierra during end development of Momoletonib and the sale of SO to GSK prior to commercialisation.
Shareholders were up in arms at the price of 1.9 billuon for SO. GSK stated that their main objective was for the Momoletonib.
No value had been attributed to 737. Edison had put a value of around 120 million dollars on the then current worth of 737 with a 1 in 6 chance if success. This equates to around 720 million worth if success was gained with the current 737 and LDG combo plus substantial preclinical work but not exhaustive in combination therapy with other inhibitors. This value was also placed prior to gaining patent protections granted on 2020.
Stephen Dilley resigned in 2022 after the takeover of SO by GSK. He was paid a years salary along with other benefits making circa 1.4 million dollars in total.
Why did he resign?
Of he were sacked he would lose these benefits unless an appeal involving legal proceedings would take place. Thete would have to be reason for SO to seek to dismiss him. This would also expose other persons involved in the reasonings for SO dismissal.
Shareholders up in arms, seeking blood.
I am very much of the firm belief that informal discussions had been taking place since 2020 between GSK and formal discussions commenced very late 2021.
Now GSK had met their main objective of obtaining Momoletonib for commercialisation.
What was the non main objective? My opinion of this is since early non formal communications from 2020 that in addition to the probable success of trial data of Momo that 737 was also discussed and that it was in the interest of GSK that 737 was not pursued. Indeed the for sale sign for 737 came down around Easter 2020.
Nothing has been done with 737 since and yet does have a value in addition to significant potential in the treatment of high grade serious ovarian cancer which is in an area of high unmet need.
The recently acquired Tesaro pipeline by GSK for 5.1 billion dollars was already at point of commercialisation and in clinical use. It was also granted clinical use in the EU for HGSOC although at a later period under the watchful eye of the EU safety standards as adverse effects arising warranted observation and restrictions were in place. It is not beyond reasonable comprehension that GSK would not wish to have a competitor in this area with projected sales of over 2 billion a year forecast.
When billions if dollar are involved many means to establish targets by fair means or foul will arise.
In the right hands 737 will be a success as opposed to have the clock run down on a potential beneficial treatmen
Great to here from you C79
Interesting link below not far away from your zero inflated beta distribution.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8080968/
Regards
There 1ill be no problem with MAD Leggster ot only takes us up to 30% of maximum anticipated treatment dosage of 1000g per day.
Sareum had put maximum 1000mg per day on 737 and 2hilst adverse effects began to arise ( those that recieved 1200 and 1400mg ) the satisfactory treatment maximum was put at 800mg per day. Interestingly in combo therapy this daily amount can be significantly reduced in combo therapy as has been proven
It is OK l do not got info from 1980"s science data , the field of kinase inhibitors were unknown then and the science of oncology has come on leaps and bounds since.
Our compound is worth what it is worth irrespective of current Market Cap or SP..
I like many here are at a loss to the developments of 737. No indication as to who or why this information is not forthcoming. We don't own 737 but have a 27.5% financial interest, surely that should suffice to allow information as to who and what we are financially involved with.
SDC 1801 all appears fine to no surprise.
Reckon we will get an update this month on either 1801 or 737 or maybe both.
Tic tock tick tok.
Regards
Chemotherapy has advantages in the treatment of cancer. It will kill or cause cancers to mutate.
737 works in parallel with these cancer destroying agents in that it does not allow the multiplication and repair of DNA with strand breaks ie mutated DNA. Much of this is indicated by the control of Chk1 in at the P53 checkpoint. In this sense CHK1 can only limit new cell growth and has little effect in killing cancer tumours that already exist.
What a CHK1 inhibitor does is prevent the replication or production of cancerous cells at the point of reproduction.
Hence CHK1 inhibitors need to work in conjunction with other forms of cancer killing agents or distress caused in the formulation of new cancer cells at the point of mitosis ie cell division and replication.
The most important aspect in over half of cancers is the P53 checkpoint. In this instance l have never found in any shape or form an alternative that addresses this issue
We have WEE1 PARPi and PD-1 but they are also basically ineffective as a mono treatment albeit greater efficacy in combo with the like of Chemotherapy.
CHK 1 inhibitors therefore cannot be ignored as indicated by the resurgence of CHK1 inhibitors in combination therapy. How else do you control cancer cells growing if you do not address one of the most if not the most important areas of signalling pathways if you do not address it.
Later newer approaches made, along with generated hype to induce new therapies which are supposed to address all former problems with previous inhibitors that have not given an appropriate amount of attention to maximise the the potential of inhibitors we already have.
It's a money making game for the pharma that take on to feed their greed not to dissimilar to on going wars created by the West and the US in particular to gain masses on revenue from military weapons production.
Corporate bodies as well as military establishments as well as pharmas are corrupt and that is very easily identified as well those in government play a part which is financially beneficial to them.
I will end on stressing the importance of CHK1 in the treatment of certainly difficult to treat cancers.
Prexasertib which l feel inferior to 737 in that it has issues associated with mycocardia and hence was discontinued and in addition can only be administered intravenously.
However, this did not stop Acrivon taking it on board.
Regards and adding all the time.
A very good link there Damion. It us from 2014, however very pertinent to the treatment of psoriasis.
As TM stated around 2020 we 'believe we have the optimum amount of Jak1'. In this instance greater efficacy but at the same time little to no adverse effects from Jak inhibition.
Molecule size is of the upmost importance too. Our molecules are patent protected, we have the added advantage of capsule formulation the benefits of which can be seen in the rapid progression from SAD to MAD.
No problems with food intake which is also a not to be underestimated added bonus.
Regards
Interesting site with regards to Chk1 inhibitors. From end of 2023.
https://synapse.patsnap.com/blog/analysis-on-the-research-progress-of-chk1-inhibitor
Regards
As far as l know there were 7 CHK1 inhibitors put into trials of which only 2 remain being prexasertib and SRA737.
The others were discontinued basically because of toxicity effects that limited dosaging levels.
We had no associated cardio events that could be attributed to 737 and was well tolerated up to 800mg per day.
737 is advantageous over prexasertib as can be taken orally although mild gastro intestinal effects are greater than prexasertib.
Prexasertib originally discontinued due to cardio associated events myocarditis. Sareum were fine in this area.
Indication here of not only the safety profile being superior to Prexasertib but also greater efficacy shown in comparisons ( you can look these up)
This in itself can be taken as an indication of integrity of Sareum created compounds and surely we can apply this integrity to our SDC compounds. It should at the very least give a degree of confidence in our pipeline.
A snippet from a very detailed report made in 2019 of 737 in combo preclinical therapy.
The SRA737 + LDG regimen mimicked the schedule currently being used in the clinical trial described above with or without anti–PD-L1 on the third day of a weekly cycle. We did not observe a significant antitumor effect with any single-agent treatments (anti–PD-L1, SRA737, or LDG), and only a moderately delayed tumor growth with combined SRA737 and PD-L1 treatment (Fig. 4A). However, we observed remarkable tumor regressions when we combined SRA737 + LDG with anti–PD-L1. All mice achieved some level of tumor regressions and 8 of 10 (80%) mice had complete tumor regressions which were sustained up to 60 days post treatment
Very reassuring but unfortunately for the development leading to commercialisation of Momo by SO all funding for further development of 737 in combo was withdrawn.
Regards
I think there is a shortage of shares hence the buy price. However, there would be a glut if RF chose to off load what they have in large tranches.
Still have a buy on limit of 33p.
May well be that Sareum will not need to draw down due to alternative means as PC1954 infers.
The furthest that Dareum has been in its history of a wholly owned compound with another closely behind.
Yet we sit ait at 0.7p in old money
Will see what unfolds.
Regards.
Just added 2 x 5k. More than l expected. I phoned HL explaining difficulty buying. They tell me that price is 30 to sell and 40 to buy.
I tried purchase 20k and price was 39.8 p
Split into 5k no problem at 37.5.
Good evening KoolKat15.
I believe that the HNWI have up until 2026 to exercise their warrants.
Where or how on earth a profit of 27.2 million profit from l do not know.
Nothing wrong with trying to raise spirits here.
I may be mad but at the current prices l am and will continue to add to the point where l will double my holding from a year ago.
Regards