Member Info for sadoldgit

Good post HbD,

Pretty well spot on. FWIIW in my opinion there has been no payment made to CPF just associated costs with legalities ie new contract administration costs.

Whilst the ICR and CRUK have done a splendid job with development as you say the CPF have no focus on 737.

Now SP stated with regards to interest with 737 that he had been contacted and form an orderly queue.

In this instance l dare say that if what Sp stated there would still be interest.

Data needs studying. I don't believe this US pharma achieved anything. I don't think they tried.

Milestone payment on raising funds?

Clearly no funds raised as surely thus would have been to progress 737 in clinical trials which cost millions.

I do see a similar agreement here with Acrivon obtaining Prexasertib.

They have been granted fast track desognation into areas of cancers with serious unmet need.

With regards toxicology studies with 1801 may l be so bold as to suggest we may well be looking at the use of primates as very similar similar to humans.

We are looking more at the pharmacodynamics iee the effect of the compound on the body as opposed to out and out toxicity.

The major concern being major adverse events ie heart problems associated with long term use that affect or tarnish all early stage Jaki inhibitors whether approved fir use or those that we know in current development with early phase1 and 2 trials.

The importance of toxicology results is immense as has phenomenal importance on the value of commercialisation.

Certainly no boxed warnings would be extremely advantageous in any deal of any kind.

Interesting to note the current costof Baricitinib which has dropped dramatically and has been repurposed into other Indications ie alopecia being one.

Big pharma getting desperate to maintain revenue with an ageing outdated pipeline masked with boxed warnings as they lose competiveness no longer 1st line of treatment.

SP currently reflects market sentiment and in no way is representative of pipeline value on SDC1801 alone.

Regards

No idea on this one Damion.

Binary results to me indicates 2 outcomes.

As said before 1801 is at present superior to Breprocitinib.

The worst outcome we are still superior to Breprocitinib.

The value of 1801 will be governed to what the long term toxicology results produce.

Myocardial events are of the major concern here.

Prevalent of early inhibitors of high Jaki content.

Lack of selectivity.

Optimum amount of Jak1

No jak2 inhibition detected

No increase in creatinine levels detected.

Regards

A couple of points.

2023 AGM and stephen Parker was saying form an orderly queue. I take it there is still interest?

Acrivon doing well with the Oncosignature and achieving good results in Endrometrial cancer. We are/were regarded as superior to Prexasertib.

i would suggest that informal discussions have taken place and have done so for somw time.

Well we know that as the BOD tell us every year,

July last year Tim repositioned from CEO to COO

Stephen Parker now CEO.

Excellent safety results in phase1 SAD and MAD studies.

Long term toxicology testing now being undertaken to allow SDC1801 to phase2 trials. Basically this can be in any indication.

3 x raising of funding ( basically we are keeping fuel in the tank. A far different approach than the RF type deal.

We now have reinstated translational studies for SDC1802 which should lead to final candidate selection and target indication.

SRA737 has been returned ( odd that no name change clearly the US company could not even afford that) it does suggest that no funding was achieved and more than likely no attempt to do so, very very similar to Sierra Oncology antics.

We now have 3 compounds in different stages whether ongoing or completed.

If you had an interest in a company what would you be looking at?

A licence then surely you would focus on 1801. Less money on research

Most companies do not onlicense as such. They tend to buyout take what they want and sell the rest or return or as in some cases like Pfizer create Priovant Therapeutics to undertake further development.

I would suggest that in either a company steering/guiding us for being taken over or indeed it may well be that sareum are seeking guidance on how to set company up for a take over.

Pretty certain it is one of these two.

Regards

From 2022

SRA737 in combination with low-dose gemcitabine was well tolerated with lower myelotoxicity than has been seen at standard doses of gemcitabine or with other combinations of Chk1 inhibitors with gemcitabine. Tumor responses were observed in anogenital and other solid tumors.

ChK1 progressing well from a competitor that took over the discontinued Prexasertib

FEB 05, 2025

Acrivon Therapeutics Announces FDA has Granted Breakthrough Device Designation for ACR-368 OncoSignature Assay for Endometrial Cancer.

That what l thinking Laz, no problem raising another million either.

Increases the pipeline. Sareum have clearly taken this on for a reason.

Surely at the very least it adds a value as potential with incombo therapy.

One of tge final design stages was trialling chk1 with immuno therapy.

Not sure however if SDC1802 would fit in as combo therapy. They still have FLT3 which is regarded as very compatible with chk1.

Interesting times.

Good post Laz,

Agree 100%

Whilst we have vast selectivity.ok Tyk2 over other Jaks we are still classed as a Jak inhibitor.

The amount of Jak1 selectivity was according to Tim and amount that they deemed optimal.

Once long term toxicology established then a pharma can pit into a phase2 any indication they choose.

Phase2 trials have the highest failure rate.

It does not mean that the drug lacks efficacy but more so the degree of efficacy, is off set by dose limiting effects caused by risk of adverse events related to the selectivity of the compound and indeed the makeup of the compound itself.

Regards

Funnyguy, I did post shortly afterwards and admitted my error. Clearly for some reason post removed.

It had gone as far as getting 1 like.

So l will state again. I was incorrect as it were Yazz and not Yazoo.

If l am wrong l will admit and have no problem with this.

To pick up on something so trivial indicates that you have very little else to occupy your mind.

With regards to your comment of not doing a deal with an American company is ridiculous.

Should a company like Pfizer offer a buyout of, for arguments sake 600 million, would you vote against this?

I use Pfizer as both there dual Tyk2 Jak1 and Tyk2 Jak2 are not fairing that well restricted by yellow boxed warnings.

Clearly you have not comprehended the importance of long term toxicology with regards to cardio problems such as myocardial infarction or indeed increased risk of heart attack.

As l am sure you are aware many problems associated with Jak2 inhibition, consequently our SAD and MAD results gave no detectable Jak2 inhibition. FACT.

Yes it is a fact and l trust you will take the time and check it is correct yourself.

Regards

Yazoo, The Only Way is Up.

The only updates we have had is results of SAD and MAD studies and further investment.

Now we have further toxicology testing for long term use.

Clearly this is a requirement by any pharma prior to taking 1801 into phase 2 trials

With regards to safety we already have proven data that 1801 is superior to Breprocitinib our major rival in thus arena of Tyk 2 Jak1 inhibitors

Regards

The only updates we have had is results of SAD and MAD studies and further investment.

Now we have further toxicology testing for long term use.

Clearly this is a requirement by any pharma prior to taking 1801 into phase 2 trials

With regards to safety we already have proven data that 1801 is superior to Breprocitinib our major rival in thus arena of Tyk 2 Jak1 inhibitors

Regards

Good to add that Protagonist Therapeutics have market cap of 3.1 billion

Have they jumped up 1 billion plus on this news alone, it sure looks like it.

Protagonist Therapeutics up 38% .

Good afternoon to the genuine investor.

Good post damion and great link earlier.

Nit so sure that both SDC1801 and 1802 would be licensed at the same time. As Tim said circa mid 2020 that it is not likely that you would find a pharma that would want both ,olecules as one is autoimunne the other is cancer.

My own firm belief it that the company will be bought out and development of SDC1802 to reach at least the end of preclinical stage before being sold on. Of course it is not out of the question to sell SDC1801 and keep SDC1802.

Not far away from your own opinions there Damion, at least singing from the same hymn book.

Tyk2 Jak1 with good safety profile and the market is wide open. No one there.

Oooh some will say if it was that good why hasn't someone bought it?

I would tend to look at it as ordered but not yet paid for yet if you read deep into the former.

Pharmas spend billions on drug development. They will want confirmation of certain factors with one of the most important being the safety profile.

Some here look at success or failure. Not sure what they mean by failure as we have proof that we are better with regards to safety than Breprocitinib yet they still trying to push that phuccer into all sorts of rare disease with unment needs as not competitive in the big money generators.

it worth while keeping an eye on Tyk2 jak1 selectivity of our competitors. I dare say there will be pharmas with weaknesses in their pieline revenue stream keepin an eye on us.

A bid from an interested party followed by a bid froma a very interested party.

As you say Damion news could arrive at any time.

I dare say sareum would take an offer now but not at what the interested pharma is ball parking a figue, Take into account the risk and inevestment involved and the economic climate, as this is what an interested party will put forward. This is the best we can do and you wont find better, we want more data. How are you going to survive?

in effect a large pharma needs Sareum just as much as we need them.

Come on all the naysayers who are the competitors?

Put a reasonable arguement across. Sareum by far are not the only small bio suffering on AIM and drastically undervalued.

regards

There are no results to expect. Results will follow post completion of toxicology studies, but due to the nature of the tests we may recueve news how studies are progressing.

From AGM Stephen Parker saying we will keep you updated on developments.

I asked the question as to when will these studies start.

Regards to news on commencement of toxicology studies my opinion for what it is worth is update in Half yearly report due this month.

No deals or anything concrete will take place until at least update on toxicology studies.

Regards.

Just to add in the AI lost that both Breprocitinib and Ropsacitinib have been discontinued in Psoriasis. Mainly in my belief to the off target effects of Jak2 inhibition.

Good morning Damion

Interesting forecast on biotech investment.

In 2025, venture capitalists are expected to prioritize companies advancing to phase 2 and beyond,” the data insights company said in its Healthcare & Life Sciences Outlook for next year. “These stages of development offer greater clarity on efficacy, safety, and commercial potential, making them attractive targets for risk-adjusted investments.”

Advancing to phase 2 of particular importance here. Of course that means long term toxicology studies to Sareum with regards to 1801.

But then again some here will know that.

Until the results of this are known it would not be prudent for buyer or seller to enter into formal discussions or offers.

I have noted that all the pharmas that have approved kinase inhibitors have boxed warnings with regards to usage.

Previously it was black box with concerns foe major adverse cardiac events and yellow box warnings for other serious off target effects.

They now class as boxed warnings, with identical spiel about ' in line with other jak inhibitors.

Baracitinib got knocked back by NICE for alopecia areata. Ritlecitinib was eventually approved by NICE after discussions between Pfizer and NICE and a renegotiated price.

Baricitinib has also dropped its price by around a half and being pushed into Africa to the point of creating localised production of.

Baricitinib to remain competitive has lowered its price due to commercialisation loss of potential growth due to serious off target effects.

Agree whole heartedly that the current SP in no way reflects true value of SDC1801 on its own irrespective of 1802.

Regards

Other TYK2 inhibitors

Brepocitinib is an orthosteric TYK2 inhibitor that's being developed for psoriasis and psoriatic arthritis

Ropsacitinib is an orthosteric TYK2 inhibitor that's being developed for psoriasis

BMS-986202 is a TYK2 JH2 inhibitor

SAR-20347 is a TYK2 inhibitor that's selective over JAK1, JAK2, and JAK3

NDI-031407 is a TYK2 inhibitor that's selective over JAK1, JAK2, and JAK3

TYK2 inhibition

Looks like we moving up the charts.

Interst should be shown here by the bucket load.