Member Info for sadoldgit

What do l have to say to that?

Ah well Surfie1961.

I suggest you get that hot plate on and get those burgers on and ffs dont burn them or we will take the money out of what little wages you do get.

Come on get that wolf burger cooked!

We don't pay you to bugger up burgers.

Mush mush get them there burgers flipped man.

Haha.

Regards

A very amusing post MegRS300.

You normally get in life what you expect.

Being a pessimist has its downsides.

I have never had the good fortune to meet a wealthy pessimist.

I have met optimists that have achieved.

They has over come periods of difficulty with a tendency to look on he plus side.

As l learned many years ago. Expect the best but be prepared for the worst.

Pertaining to Sareum l am firmly off the belief that the floor has been hit and will rise gradually followed by a hefty rise on toxicology completion.

We should receive preliminary results at end of study.

The supposed interested parties I dare say will be paying close attention.

Need ram what l can into ISA allowance April 6th.

Off to the shops, may get myself a burger too.

Regards

I reckon we will have a smallish tick up today Surfie1961. Not much 3 to 5%, perhaps a tad more.

What is your highly valued opinion?

Has anyone ever informed you it us best to buy at low and sell at a high as opposed to buy at a high and then moan constantly when there are falls?

Your posting history is highly reflective of your success in investing of shares.

I have found some people that are never happy unless they have something to complain about.

You are where you are by the product of your own thinking.

There is also a saying l heard many years ago, yes thus could apply to Sareum.

If you are not fast you will be last.

Now l am not saying they will be last, just suggesting that they remain focused on the current objectives they have stated along with time frames.

Regards

Surfie1961.

Last post from you?

That is an admission of defeat by you before you have even seen my reply.

Am l not supposed to take a week off work?

Firstly you would never be in a position to employ me. Secondly you would never be able to afford my wages.

I have access to Internet at work which l am free to use in periods of mot being busy.

I have a week's holiday this week.

What is my occupation?

On critical work there is a rota that is run of 2 hours on and 2 hours off.

It is the client that has chosen this work schedule and not myself.

There are around 30 of us in this country on this specialised work.

Regards

On September 1, 2021, the FDA issued a drug safety communication and required revisions to the Boxed Warning, FDA's most prominent warning, for tofacitinib/XR, baricitinib, and upadacitinib to include information about the risk of serious heart-related events, cancer, blood clots, and death.

Goodmorning HbD.

I agree with your post fully.

First in the queue to a certain extent pays off.

In an effort to get to first into approval especially where there is an unmet need efficacy is priority over safety.

First Jak inhibitors such as Baricitinib Tofacitinib and Upadacitinib at their time gave the best results. Tofacitinib been going since 2012 and is the most widely prescribed Jak inhibitor.

Patent life is coming to an end and it now has boxed warning regards to safety.

All other Jak inhibitors have the boxed warnings to some extent, due to their Jak content.

Next thing is the big mad rush for allosteric Tyk2.

But we find with a good safety profile it does lack efficacy to the point of none at all in some Indications such as Ulcerative Colitus.

Baricitinib has now massive price reductions on attempt to maintain an income.

Heavily pushed now in Africa at heavily discounted prices and if memory serves me correct 1 indication there is for Alopecia.

Pharmas trying to scrape every penny from their aged early generation inhibitors where the end us soon in site. Many within the next few years

What will they replace them with and more importantly when will they show interest in a promising compound?

They will not wait for phase 3 results generally.

The biggest problem they have which has destroyed the value and indeed future commercial income are the unwanted off target effects.

At the same time they are not just going to buy the first thing that catches their eye.

Problems also with patent protection and generic compounds far cheaper to be produced and sold for.

For a company to purchase a replacement for Tofacitinib they will want what they consider the best with regards primarily safety profile over efficacy. Wow, what a change around.

They will be searching out promising compounds.

Looking at stage of development and if course forecasting commercial income potential as well as who the competitors are.

The competitors in the same boat as them albeit some will be involved developing their own pipeline.

Attention to detail very, very rarely never pays off.

Sareum have paid attention to detail of that there can be no doubt.

Long term toxicology study importance to give commercialisation value.

Is approval likely for clinical use?

Is approval for clinical use in Indications without the handicap of boxed warnings?

Phenomenal value difference between the two all down to commercialisation potential ie how much can a bloody pharma make from thus compound.

Yes seriously Surfie1961,

This year's gross income give or take a few pence 120k.

That is not fabrication that is fact.

It is a fool that doubts facts whether due to ignorance or recalcitrant stupidity !?!!?!!

I think l know what a patient would not want!

Take a look at the naughty effects listed by the NHS.

https://www.nhs.uk/medicines/isotretinoin-capsules/side-effects-of-isotretinoin-capsules/

Welcome back citizen 79.

An added bonus of very informative reassuring links too.

All the best to you sir.

I agree 100% Leggster.

Their salary for what they have to handle and the expertise and knowledge required plus experience is not high.

I am over 100k a year and after taxes Nat insurance it don't leave much.

Over 100k to 125k you lose your tax allowance too.

Effectively you are then paying 60p in the pound tax from 100 to 125k.

I don't begrudge them their wages.

Regards

The plans are to commence toxicology studies in May for SDC1801 which it is scheduled to start.

Clearly you have a problem with this.

How can they be falling behind in that?

Very important modelling when there are delays with little apparent progress as eats away at the coffers.

Early in the New year l would not consider to be May.

They as in Sareum have 737 which they may be able to on licence and that being a big bonus if achieved soon.

Toxicology studies completion with preliminary results around early October l would suggest.

Updates on 1802 we may or may not get dependent on progress.

Regards

Whilst many posters tend to blame the BoD for a company that is struggling please take a look at tge below and gauge where we sit.

'Economic Downturn:

The current economic climate, with rising interest rates and market uncertainty, has led to a decline in biotech stock values and investor interest.

IPO Market Plunge:

The IPO market for biotech companies has plummeted, making it difficult for companies to raise capital through public offerings.

Layoffs and Closures:

Many biotech companies have been forced to cut costs, lay off employees, or even shut down due to financial difficulties.

Cash Flow Issues:

A significant portion of biotech companies operate with limited cash reserves, making them vulnerable to economic downturns. '

We are not immune from the above but l believe taken significant action to limit further damages of the above.

Regards

Good morning PC1954 and all,

I would say that post 1 million recent raise and with Sareum at plus 4 million on the coffers that Sareum do appear more focused.

We are in development terms far more advanced than we were in 2021.

1801 completed preclinical,

Capsulated formulation

Phase 1a clinical trial in humans completed with better than expected results.

Major control of 737 with increased 63% ownership that now has IND approval for clinical trial.

4 million in the bank.

Phase2 prep long term toxicology study scheduled to begin in May.

It certainly puts Sareum in a far stronger position than 6 months ago albeit the SP has declined.

The current market cap is the downside of where we are at and Sareum have little to no control over this.

The current market cap does not take into account the current or potential value of the compounds we hold.

At circa 14 million it would no way cover an upfront licence payment on 1801.

Clearly SP is doing his utmost to strive to create shareholder value.

The SP can and most likely is being manipulated.

People or institutions with many shares can control the price

Who is to say that a high net worth individual or individuals as a group are not active in attempts to recover from original purchase SP price.

Markets more than happy to trade for the Commissions they make.

W

Regards

COL

thankyou for your contribution. it has made things much clearer.

Regards

Https://www.gurufocus.com/news/2751534/sareum-holdings-plc-sturyh0-h1-2025-earnings-call-highlights-strategic-advances-and-challenges-in-drug-development

A decent summary.

Hi HbD.

I believe treatment dose was from 2.5 to 12 .5 mg per kilo od bodyweight with a maximum dose of 1000 mg dailt dose.

I believe John stated that compounds used fir toxicology studies tend to be dirtier.

I would not have thought improving the uptake which l reckon is the capsule formulation to increase uptake of compound would be of benefit whilst introducing a 'dirty batch'

Are you not impeding the performance of the compound by introducing a dirty batch with the consequences of knock on effect in these toxicology studies.

The molecules cannot be changed. Period.

However you can have a lower purity content ie instead of 100% perhaps 98%.

Impurities can have significant impact on trial results, especially in humans.

Cost may well be considerably higher for 100% purity than 98% purity.

Is it something that sareum believe is suitable?

Don't spoil the barrel for a halpeth of tar comes to mind.

J R know more than l will ever know about this so l will accept the reasoning of the expert.

Regards

Good morning Luvleyjubley.

I agree fully with your post.

At the attendance at the AGM l am of the firm opinion that Sareum are open to a takeover.

With regards to low ball offer we now have a further 70 odd million shares of course with voting rights.

Many of these will be with new investors and hence bought in at a lower price and likely to accept low ball figure.

However, this would follow informal negotiations and at this stage the board can say no.

However an interested party can make a formal offer that the board would then have to put out to vote.

Some here would accept 150 million at over a pound a share. I for one would be against.

Of course what is normal is that the first offer is refused. Whereby the pharma is then known to give an increased offer.

With an on licence there exists no problem with this.

Should the SP rise steadily with increased buying on the expectation of news then the buy acceptable price to shareholder will increase.

That is my thinking.

Someone that bought for around 10p a share us highly likely to accept 1 pound a share.

Someone sitting on a current loss with an average price of 150p per share is very unlikely to accept.

I can think of one!

Am of the opinion that the SP is suppressed.

Plenty of buying with very little increase to me indicates manipulation of SP.

Saying that it should give a degree of stability.

No idea if any shorts in place, l would certainly not want one at the moment.

A gradual rise of 4 to 5% a day average over next few months be ideal.

At the same time we could at any time receive an offer whether licence or full blown takeover.

737 is an asset and a large pharma have the clout to put this compound into clinical trial and indeed the same for 1801 and 1802.

Ironic that you looking at around nine months fir 1801 toxicology results.

Continuation of 1802 now accelerated so would guess around 6 to 8 months to complete preclinical.

737 which has received IND approval of which we are now on control of.

We do not have the funds to develop 737.

Funding recently raised at the time of receipt of 737 partial allocation to accelerate 1802.

Points towards 3 compounds ready for clinical trial albeit at differing trial stages.

Whilst not expressed in the investor meet, l would not be surprised if we receive an offer of buyout by year end.

Tim.and Co are getting on in age the youngest John zreader l believe 52.

If more than one pharma interested on which ever avenue they chose then all the better.

My views and of course could be wrong.

I have been here now for approaching 13 years and that is not as long as some.

Regards

Regards