Member Info for sadoldgit

They are welcome to try Blockbuster.

Come on sonny, come ant try it yourself.

You need be very careful what you post funnyguy.

False and of course a poor attempt at character assassination.

you have been warned.

Funnyguy, I am neither deluded or getting paid.

You are posting false information.

Hopkirk I am good at Russian history. I can focus on that too.

Apart from that,I will focus on what I like. whenever i like.

One of the biggest problems in Ukraine and has been for ages is corruption, a similarity here with large pharma that are as corrupt as can be.

Blackrock now pull the strings in big pharma as well as banking and the investment sector.

Blackrock did not acquire 10 trillion dollars by being nice.

Blackrock now mostly own a consortium of over 600 construction companies world wide of which many of these are in line to rebuild Ukranian infrastructure.

The Bill Gates foundation pays funds to the MHRA although the figure is not disclosed.

BMS providing fundin to US goverment departments that advise the government on pharmaceutical safety and legislation.

All about control and the most important part of that is propoganda spouted by the mainstream media.

in its most undemocratic uses we have people that have been locked up in prisons for attending demonstrations.

people locked up for thought crimes.

How very Orwellian.

What ever happened to good old truth and integrity? It dont exist.

J D Vance was very vocal in the shortcomings of the EU. As he said the fault is not outside it lies within.

The EU not done themselves any favours, where are they going to get their cheap gas from?

The war in Ukraine could have been avoided but unfortunately Joe Biden too easily persuaded by the war mongers.

On good toxicology news results we should be at around 120 million market cap approx 1 pound a share.

If the price of the share drops it wont make any difference to the value of 120 million market cap on satisfactory toxicology news.

There is a hell of a lot of market manipulation in AIM going on at present verging on the criminal.

75% plus increases on no news release followed by heavy drops of 50%.

It is almost to the scale of Cryptocurrency markets with phenomenal drops and rises which appear unjustified.

Hey ho we have SDC1801 and 1802 a little way behind.

As for non delivery by Sareum how does that relate to 737 as they are not involved in any negotiating. 737 was at one time the most developed of all CHK1 inhibitors. It bettered prexasertib in many areas but not all.

As to date there has not been one CHK1 inhibitor approved for clinical use. How is this a non delivery for Sareum.

As for bad news I do not forsee any. delays maybe and Sareum have not disappointed in this area.

End of June is not long to wait after being here for nearly13 years.

Much of this is my opinion of course.

Be very interesting what comes first the SDC1801 toxicology results or the capitulation of crooked corrupt Ukraine, ran by a comedian to the cost of over 1 million Ukranian soldiers killed.

I dont know why you bought Ukraine up again, I suggest you keep to a topic you know something about.

Oh isn't banter a wonderful thing.

Seawolf,

You expect Sareum BoD to stand up and announce they are responsibile?

Most other bio pharma companies on AIM are over 80% down since late 2021. Fact. Some are moreso.

You state a range from 100 million to 2 billion.

' My point is that the board no longer hold shares at the same monetary level of shareholders, and as each award of bonus/warrant/dilution it means the gap will get wider as the SP slides.'

The above does not change the value of our compounds or what an interested pharma will eventually pay.

Your concern appears to be is you do not approve of dilution. Whilst dilution reduces the SP it also funds the continuing developments of the company with subsequent increase in value.

we know the market potential and worth further down the line, however it’s not about that.'

What is the market potential and from where is the value derived and by who?

What is the worth of the company and from whence is this derived?

The scenario may well be that there has or is a low ball park figure bandied about.

You state yourself @it could range from 100 million to 2 billion.

How do we get from 100 million to 2 billion?

Effectively a 20 fold difference.

What are the factors involved in this 20 fold difference?

!801 is completed and is in toxicology stage prior to Phase2 studies as now a requirement.

Non confirmation of long term toxicology and an interested partner or buyer is not going to pay you any more no matter how you dress it up.

This long term toxicology is not a pass or fail scenario, all it does is allow it to be used with out the restrictive measures placed onall other Jaki inhibitors uses in immuno therapy. Hence far greater commercialisation value.

100 million to 2 billion?

These are your figures I have used and a 20 fold gain is most certainly not out of the question.

The only person reputable that has put a value on anything was TM. 800 million for each compound should someone want to buy them, that were 3 years plus ago.

That being said, i do find that in an effort to save pennies they spend pounds.

Why not allow from day 1 the phase 1 a clinical trial to be undertaken wholly by a CRO? of course you can save money.

At the same time they are not expert, indicated by their 'lessons have been learnt remark' about putting 1802 into clinical trial study.

What was the knock on effect of this delay with the MHRA? Very costly and of course made worse by RF finance.

On the bright side are the excellent SAD and MAD dose study results giving pharmakinetic and Pharmocodynamic outcomes. At least give them credit for that.

People make mistakes and make bad decisions.

Nigh 2 million killed or maimed in the Ukraine war, a war that could have been avoided.

A war created by the West that has come back and bit them hard.

3 years ago standing up in house of commons clapping to Zelensky speech like a load of seals.

They are not clapping now!

The US no longer going to fund Uk

Warthog4.

Are you submitting dummy sells Warty?

If so for what purpose?

Kindly have a read of the link below.

https://money.stackexchange.com/questions/50483/what-is-a-dummy-buy

Good morning fearg,

Sareums expectation is study completion to be in H1.

4 months from beginning of March being correct to meet expected time scale. Bare in mind that info should filter through on progress of trial.

End of last 6 months results due by late/end of March of which we will receive an update i would suggest.

We will not i believe receive a start date in advance.

it will be along the lines of toxicology studies are progressing and as such expected completion of studies of a given time.

Times change and difficulties are encountered. It is not the encountering of difficulties that are the problem but how we resolve them.

A tad vague were Sareum on starting time.

The importance is the toxicology results and interpretation of, not the start date.

There are those that will focus on creating negativity, some even love it.

But neither the negativity or positivity will change toxicology results.

regards

Seawolf, goodmorning.

Most AIM companies have been undemined over the past 3 years. Lack of investment!

A different sector has gained rapid momentum. Take any company involved in the manufacturing of weapons or anything for military requirements.

Bae Systems, Rolls Royce are up circa 500% since 2021.

With regards to dilution, the biggest dilution came with Riverfort.

An investment company that is set on financially crippling companies for its own gain.

It is not hard to see how they operate.

Funds were raised by Sareum recently via HNWI.

You state your fear is 'that we will be sold out cheaply at some point in the future'.

On what basis have you concluded such an opinion?

We may may not get a billion pound offer for takeover?

That is if an on licence came along which of course is not a fear of yours as you refer to 'sold out'

How much financial value do you put on 1801 and consequently what financial value do you put on 1802?

How do you arrive at these financial values?

If you cannot derive a methodology for as a basis of deriving such a value, then how can you arrive at a point and state we will be sold off cheaply?

In addition funnguy.

With regards to shareholder value. The whole purpose of these toxicology studies is to increase shareholder value and that has been put in an RNS too as a company objective.

Working tirelessly on a deal?

it is the results of the long term toxicity data that will play its part in negotiating any sort of deal.

Whilst a deal of any sort cannot be ruled out, before the completion of toxicology studies, in my opinion very unlikely until completion and receipt of preliminary results.

Sareum :- We have a compound ready to license and we require such and such.

Interested party :- Your SAD and MAD results are good but we require long term toxicology data which we require to access its commercialability!

How are Sareum supposed to work tirelessly on this?

What can develop is the addition of other interested parties.

Funnyguy you really need to understand how large pharma operate. They all want something for nothing.

As I have put before, there will be those interested in 1801 for its potential commercialisation potential.

There will also be those that rather 1801 did not exist, these are the big pharma who have inferior boxed warning inhibitors in development and currently approved in some indications.

Do you honestly think that the likes of Priovant that own Breprocitinib with sales forecasts of over half a billion a year by mid 2030's would welcome the very real threat of both SDC1801 and 1802 as competition?

In my opinion i believe we would receive an RNS at start of study. It may or may not happen, but that is my expectation after attending the AGM.

Perhaps if you took the time to attend an AGM and put your concerns across instead of posting negative dribble here you would have a greater understanding?

Regards

Https://www.pharmaceutical-technology.com/data-insights/brepocitinib-tosylate-roivant-sciences-net-present-value-2/

551 million forecast revenue by 2035. Not bad at all considering it has been discontinued in some indication and of course subject to the boxed warnings.

Regards

Repurposed!

https://www.nature.com/articles/s41375-020-0954-2

Subseqently after approval it failed.

Failures and repuposing

https://pubmed.ncbi.nlm.nih.gov/25063672/

Funnyguy, just exactly what do you expect Sareum to do?

1801 has given excellent results so far. Is that not part of the delivery?

Which competitors in the Tyk2 Jak class have produced such promising SAD and MAD results and do not have either black or yellow boxed warnings?

The results of long term toxicology are imperative as to the value of SDC1801.

Time will tell and it is Sareums expectation to have study completed by H1 which is end of June.

It is what it is.

A point of interest l will put here and maybe of interest to Steadydanny, I know he drops in and has a read now and then

It relates to no detection of Jak2 activity.

Now we are selective over jak2.

However Jak2 activity is detected in changes of either red or blood cell changes. That is the basics

These changes occur due to Jak 2 pairing with Jak2. These are the unwanted adverse effects that cripple other inhibitors.

Since we are selective over ie not removed Jak2 l would postulate that jak1 is pairing with Jak2 and or Tyk2 is pairing with Jak2. Both of which are valuable in gaining an advantage in efficacy in some Indications notablt psoriasis.

We are a late generation molecule which so far has proven to be as good as Tim and Co have expected if not better.

No indication of detectable Jak2 activity in the short term so highly unlikely to cause any concern for long term continual use.

Unfortunately Jakis have boxed warning that restrict their use and selectivity is not take into account. We are less than 5% Jak1 2 and 3.

AN OPTIMUM AMOUNT was Tim's words.

Time will tell of course.

Good morning PC1954,

Certainly would be prudent to use recently manufactured compound.

The other aspect of this is l am of the firm belief administered intravenously.

Far easier to administer than by oral route, with the addition of confirmed very precise dosaging can be controlled as direct into bloodstream.

Good point you make with regards to delivery of compound and species.

Regards

There really should be no problem in obtaining Non human Primates as are bred in this country at Portland down. Much funding done by Medical Research Council.

No quarantine problems transportation or customs delays.

See link below.

https://cfm.har.mrc.ac.uk/

Good morning Potnak,

At the time of the AGM the BoD had not appointed the CRO.

Question here is how long after the AGM did Sareum take to appoint CRO.

Secondly there was a mention of we may have to formulate some more 1801 compound, although not sure if this related to the discontinued option of a phase1b study.

Further to this the manufactured compound does have a shelf life. This no big problem in itself.

Now with regards to a CRO the question here is do they currently hold non human primates if that is what is intended for use in these toxicology studies?

If they they do hold then no problem, if they hold a licence to import then animals require quarantine period which used to be around 30 days.

I did take a look a while back and the import of NHP's to take 4 months.

Now the question l should have asked at the AGM is when can the CRO start the toxicology study as opposed to asking Sareum when do they percieve tox studies commencing.

You would like to think that Sareum in its pursuit of carrying out these tox studies would be able to ascertain a fairly good idea of timescales with trial design and communications to and fro to the potential CRO.

On a final note, please accept my apologies for my disrespectful replies to your posts and opinions a few days ago.

Regards

Potnak with your knowledge I am not surprised you do not have an opinion.

Let me educate you.

There is no such thing as pass or fail per se.

Damion pretty much spot b.ll..k on with the data in phase 1 a.

what was proven in preclinical with safety was mirrored in phase 1a clinical trial.

Toxicology was looked at in preliminary.

Is this a delay tactic to allow companies like BMS to get their foot in the door?

It all comes down to the science, that being the molecule.

There are many companies that would give their hind teeth for 1801 to collapse or the other side of the coin to pick up for peanuts.

Regards

Potnak, what is this problem with early Tyk 2 inhibitors? No such thing as far as I am aware.

What does exist and this is a fairly recent restraint is a risk of unacceptable adver events associated with Jak1 Jak2 and Jak3 inhibitors.

It is I believe very unfair as being placed in the restrictive safety profile generated by these early Jak inhibitors as does not take into account the selectivity.

I take it you are aware of the 95% plus selectivity for Tyk2 and less than 5% selectivity of the combined Jak1, 2 and 3.

However i doubt that you any idea of the importance of this as you never read my posts and hence have no problem revealing your ignorance. Most IT people I have met are like that but then again someone has to do such a menial job with commensurate pay.

The phase 2 toxicology is a fairly recent addition that has been bought in/phased in over past couple of years.

in effect BMS have the Kings ear so as to speak in that they pay funding to bodies that advise the FDA.

If you cant show how good your product is then you undermine or make difficult to progress for competitors.

Deucravacitinib will be knocked off the top of the tree. There are already better allosteric TYk inhibitors in development.

Tyk 2 however will fail miserably in some indications as already proven by Deucra failing to meet its endpoints in UC.

Perhaps we could have your views on this, should at least be good for a laugh.

With regards to a deal of somesort being after preliminary results, whilst it cannot be rules out for a deal of somesort before preliminary I am inclined to believe that a deal whether on licence or complete buyout ( which I believe is what will happen) will take place post preliminary results, with an offer being made for the lot.

737 now immaterial but a possibility of whoever chhoses to buy out should this prove to be the case then they will also take on 737 totally for shirt buttons.

Potnak, what are your views on efficacy and no target indication.

Regards

What somebody has indicated is that they want supporting evidence giving favourable safety profile that does not put us in the yellow warning arena as will certainly affect commercialisation value.

i agree to a cetain extent that

Is there a problem with SDC-1801 or SDC-1802 Joey?

That is ultimately what will influence the value of Sareum

Care to put a value on post a value on post 1801 toxicology studies?

Regards