Member Info for sadoldgit

Sareum went up circa 25% Jan3rd RNS re 737 but the RF share selling countered that the next day.

Https://ir.acrivon.com/news-releases/news-release-details/acrivon-therapeutics-reports-third-quarter-2024-financial

Well worth a read,

Worth a read just picked up on news regarding Acrivon.

https://ir.acrivon.com/news-events/news-releases

Regards

At the time Celtic007 overall and taking efficacy, adverse events, compatability with chemotherapies 737 was leader of the pack.

Acrivon now have Prexasertib which gave superior results to our 737 with efficacy ( I believe prclinical) was originally discontinued due to serious off target adverse events ie myocardial.

In addition ot mode of application is intravenous.

Trips to the hospital needles and drips as opposed to orally administered tablet.

Well over a year probably closer to 2 yet still no big advancement with Prexasertib as still in preclinical incombo therapy as far as can see.

It May well be they are carrying out longer term toxicology testing.

Also take into account so far no Chk1 inhibitor has currently been approved for clinical use.

Good post Krone.

Importance of type 1 interferon has been k own for sometime in systemic Lupus Erythematosis.

No that recent but good overview from link below.

https://www.sciencedirect.com/science/article/pii/S0022202X21026063#:~:text=Dysregulated%20IFN%2D1%20responses%20play,demonstrate%20enhanced%20IFN%2D1%20signaling.

I believe somewhere l.read 3 main Indications to go for were Psoriasis SLE and Rheumatoid arthritis.

Our Tyk2 Jak1 does appear to myself to have a favourable efficacy profile here.

Psoriasis we will face stiff competition from Ropsacitinib a Tyk2 Jak2 inhibitor providing there are no associated off target Jak2 effects.

Safety profile is the all important here especially RA. For some reason there are more off target effects with inhibitors in this indication.

Myself l don't see any problems with 1801.

Eventually there should be a dose limiting toxicity.

We never achieved it.

It is likely that we could reach maximum therapeutic dose with no significant adverse events. I believe very highly likely.

The advantages of the capsule in oral means of intake were underestimated.

All looks very good indeed for 1801 with the exception of the delay created by further toxicology studies.

As far as l can see this is very much more of the NIH ie US regulatory requirement, so that may well be where we are being steered from.

Best case scenario is we have superior efficacy over Deucravacitinib in mentioned Indications with a similar if not better safety profile.

Tim and Co clearly very confident on longer term toxicology studies.

Need a decent RNS with positives of 737 to give e decent lift to SP.

Yes, investment in the pharmaceutical industry is increasing, with the projected return on investment (ROI) for research and development (R&D) in 2023 rising to 4.1%. This is a rebound from the record low of 1.2% in 2022. The global pharmaceutical industry has also seen significant growth over the past two decades, with revenues totaling around $1.6 trillion in 2023.

However, investing in pharmaceutical stocks can be risky due to the high cost and long time between drug discovery and approval. Some factors that affect the profitability of a pharmaceutical company include: Firm size, Company efficiency, Liquidity, Market power, and Firm's growth.

Some of the largest shareholders of pharmaceutical companies include Vanguard, SSGA, and Blackrock.

Regards

Pharmaceutical investment been poor.

However, certain areas in market sectors have differing periods of value increase and retraction

Very short sighted to blame the Sareum BoD for decrease in value.

Companies reached a peak in Covid19.

Pharmas making money over fist on vaccines

Higher return rate and far greater odds of success and now the oharma industry basically has a licence to print money.

Take a look at some of the legislation bought in by some countries if you refuse a vaccine.

Big corporate bodies ie investment institutions control governments.

They have no legal right in effect but do have considerable powers of persuasion.

The government along with its differing bodies and think tanks are controlled and that includes our educational systems.

Nigh a world war looms, so ask yourself who has benefitted so far and who tends to benefit if the current war escalates.

Investment and money goes into these areas.

This money is sucked out from other sectors that have seen good recent performance.

Then of course comes the retraction

It very much looking like investment is beginning to return to pharmaceuticals

Big players first then knock on effect to the well hammered research early stage bio sector.

Look.at large companies now that are now increasing their share ownership on large pharma. Then look at who owns these companies.

Blackrock and Vanguard are two pretty big investment companies!

Rapid gains overnight l don't think will materialise but shortly the markets should reflect the increase in investment slowly evolving in this market sector.

Sareum are a small company and whilst many small pharma companies have suffered, some to the point of collapse, Sareum have 2 similar compounds one of which is in clinical trials and financed to the end of further toxicology studies.

Yes of course there will be companies out there that will want to take advantage of the currently well undervalued small pharma businesses.

There also exists the looming problem of losing patent protection. Generic drugs!

Regards

Funnyguy, what companies have shares that can't be traded?

To use the word maybe and expect in the same sentence just about sums your gaff comments up.

As far as topping yo is concerned it is a matter of personal choice

There does exist those that believe they canbiy in cheaper

Sp will settle after recent issue of new shares.

Investors will start to buy once they believe SP has bottomed out which ot lookalike it has ie a change in sentiment.

Edison interview will prove very beneficial and of course news due with regard payment and progress of 737

Good find Krone, thankyou for posting.

Of interest 1801 two types of Tyk2 inhibitor

Direct and indirect ie allosteric.

Looking like allostreric Tyk2 actually phucced, as surely you cannot have allosteric domain with any Jak inhibitor which must then surely defeat the purpose of the claimed use of the pseudo kinase domain in the first place.

Whilst safety is acceptably good with Deucravacitinib efficacy is and is proven to be limited to the point of ineffect to some Indications , ulcerative colitus being one.

Upping the dose will not cut the mustard here l feel.

737 looking to be of benefit.

It does appear that Tim and Co know of the owner but this is confidential.

The only other point of concern l have is 737 outside the areas of oncology.

A while back when first licensed to Pronai Therapeutics ip and patent protection covered use in oncology. However, there was some debate here of which l cannot remember the outcome if 737 were used in areas outside of oncology.

Take for example for instance should they find that 737 indicates efficacy in AD, who then owns the invention rights in this scenario?

I note that Acrivon are continuing the development their CHK1 inhibitor ( formerly Prexasertib) as a monotherapy. The main reason for this of course is to provide increase in efficacy by using their patented onco signature technology.

Clearly there is a demand in oncology for more effective treatments and such is the importance in the field of DDR pathway that this particular but moderately effective and with safety profile resulting in cessation of development due to off target cardio events it has been drafted fast track status.

I note Steady Danny, critical thinker over on ADVFN has commented several times of the potential of our CHK1 inhibitor.

Regards

RNS to be released soon l feel as AGM looms closer.

As far as l know 737 suitable for combo or supportive therapy with Pd-1 and Parpi.

I don't think from memory that 1802 was put with CHK1 but yes with Pd-1 and Parpi.

This does not mean that 1802 would not be suitable. Perhaps it is and perhaps it is not, but would suggest Tim and Co would know very well.

Something l believe that cannot be ruled out unless proven otherwise.

Odd we chat about about 7t7 and 1801 yet commercially 1802 has considerable potential. Again all quiet on this too.

Regards

Good morning Krone.

If anything it shows potential.in other areas of cancer which 737 proved impressive pre clinical in.

Interesting is they continue mono in trials, prexasertib that is and was discontinued due to off target cardiac events.

To me it gives the impression that CHK1 is being suppressed yet at the same time there exists very little to no data on very recent pre clinical studies.

In most areas and especially with regards to safety, 737 out performed prexasertib.

The other added advantage over prexasertib is 737 is administered orally and prexasertib is intravenously.

Whoever has 737 will know about Acrivon, but Acrivon l believe wont have a scooby who has taken on 737.

Regards

Interesting developments on Chl1 inhibitors with regards to Acrivon,..increased areas of therapy.

https://acrivon.com/pipeline/

Good morning Surfie1961, clearly l can see you have not got all day to reply to my post judging by the way you have compiled it.

The two compounds have not been nearly there for years.

They have potential and that has been there for years.

Do you have any idea at all as to a value of 1801 for example?

I can empathise with you on being nigh 70% down.

Around 95 p yo break even.

That gives a marker cap of around 120 million.

As l say put a value on a licence deal of 1801.

What is a typical value of a phase 2 Clinical trial with good safety profile without boxed warnings?

Deucravacitinib was 4 billion up front payment.

That would equate to approx 3300 p per share.

Of course this does not take into account 1802.

How do you see the value of SDC1801 in comparison to Deucravacitinib?

Is it worth a tenth of the value ie 400 million?

Is the value of the company based on up front payment and if so whst effect of milestone payments?

Give me a reason why we should not out perform Deucravacitinib with regards to efficacy and yet have a similar safety profile.

As for

'If you honestly think SAR's relentless drop in S.P. is due to me and others posting their dissapointment here you need to think again.'

I don't need to think again that us not shst l posted, clearly you need to read again and comprehend what l put.

Basically bad finance package which looked good on the outside.

Who recommended this to Sareum need to be made answerable.

Come into my parlour said the spider to the fly

comes to mind

Whst l will say and this is aimed mainly at jourself is by constantly posting your disappointment you post nothing which even in its remotest sense will ever be of benefit to the SP or investors and that of course will include yourself.

As for Celtics posts?

Yes l do read them, l find them very refreshing after reading your non constructive , pointless posts.

The downside is dlwsys jam around the corner.

The price has just.ped in the past considerably going from 0.2p to 9p

That is a 45 fold increase or 4500%.

About the same rise that would equal the financial deal made for Deucravacitinib.

Markets have changed and companies have tightened their belts. They will pay as little as possible. Big phsrma corrupt as l have ptoven before.

So for us to get a 45 fold rise whilst possible is not a guarantee.

What we can say is that the SP can sit as it is until toxicology testing is completed and data analysed whereby it will very likely rise to many multitudes of today's price.

Personally, l would like to see this happen for the benefit of myself, but also yourself Surfie1961 as then would l believe stop your belly aching here, but on second thoughts l may be wrong in my opinion here.

Have a good day all

Regards

Surfie, there are many companies especially AIM have suffered since Feb 22.

Some companies have folded.

Such is the financial situation now that traders in and out will Suppress the SP.

As an example take Avacta today. A recommended buy up 12% by midday. Come the afternoon ends up only 5% up after a period of selling.

It is not investing as such.

For a 5hit company as you refer to it as, it does have 2 compounds of which one is coming to end if preclinical and the other is undergoing toxicology studies for phase 2 clinical trial.

Just exactly what do you want Sareum to do?

The SP of Sareum does not reflect the value of the compounds we have.

Do you agree with that or not?

If you don't agree then you might as well sell up move on, as the compounds are not going to change. The potential for them is the same now as when invented 12 years ago. The only thing changed slightly is the risk.

Further risk reduction following these toxicology studies should be realised soon.

Just a question for you Surfie1961,

Who would invest in a company that you have posted your opinion on?

Have you ever posted anything positive or done anything else other than complain.

Why not look at a company in detail first then form an opinion ?

Write your opinion down, take notice and never invest in anything.

Why you invested here in the first place beats me.

Difficult times yes for all.

Sareum have gone through their difficult time created by poor finance deal and negative sentiment created by constantly negative posters.

Regards

Many drugs being repurposed now.

Baricitinib been in trials for AD

We know is Jsk1 Jak2 inhibitor.

Point l am making is the broad spectrum of applications to Chk1 inhibition.

Tyk2 should work better than Jak2

Does Tyk2 Jak1 work better ie efficacy here than Tyk2 alone?

Trials for AD you are looking at around 5 years which is a long time.

Something good should come out soon with regards to 737.

Sareum are water tight with info.

They barely keep the share holder up to date with info that leads to more confusion than intended to resolve.

However, there will be a plethora of other parties not so water tight.

Plenty of share transaction of which majority by far will be purchases.

I am OK with these smallish rises at this stage and low spreads as indicates stability.

Regards

Not sure if C79 posted this a while back.

https://link.springer.com/article/10.1007/s13311-022-01204-z

All a part of tightening up safety and compliance with regulatory bodies.

So much compliance now with GLP practice.

Ironically much preclinical work is carried out and is not a requirement of GLP

However, any information or data that us provided for the purposes of further development require the data submitted to be in compliance with GLP.

This is bound to cause problems doubts and corresponding setbacks.

Effectively they are looking at the validity of data.

Maybe a problem with our involvement with the MHRA.

Unfortunately some pharmaceuticals are not completely accurate with their reporting hence this is one of the reasons GLP was set up.

Cannot find anything on the implementation date but then again not looked that hard.

Put it akin to you marking your own exam paper and a qualified examiner marking it.

If you genuinely have done well then no problems but if not and you bs your result you will be found out by the examiner.

Sell data indicated so far is good and indeed some areas exceeded expectations.

Clearly we are being steered but does not mean we do not have other options.

Any interested party cannot prevent Sareum undertaking deals with any other party.

We can make a sale but at the same time believe we can pick up something far more lucrative by carrying out these further toxicology studies to support our pipeline which we believe fully will experience no problems.

How many here have any knowledge of preclinical data from reports or gleaned from Tim Mitchell interviews with the likes of Andrew Scott going back to at least 2020.

Inclusive of course is RNS's.

Call it what you like the compound or the science.

It cannot be changed now!

What remains to be seen is just how well does 1801 perform.

Sooner or later and one way or the other big pharma will find out.

Deucravacitinib

Baricitinib

Beprocitinib

Ropsacitinib ( albeit Tyk2 Jak2)

All face a heavy competitive threat.

We do require at some stage lzrge pharma imvolvent to enable fast route to commercialisation.

Psoriasis is just one indication of which theoretically acknowledged dual inhibition should give greater efficacy than Tyk2 alone

Regards

Don't take much notice of the reds as sells. Current quote HL to buy is 27.15

Buyout makes sense.

Drug efficacy basically relies on ot safety.

Dose limiting toxicity effects.

How far can we safely dose at?

Once established gives a pretty goid runway that they can throw 1801 at any autoimmune they deem necessary.

1802 similar albeit would have to prove proof of concept. So here a tad difference.

A bit of a delay all round or are we just buying time to prepare 1802 for clinical trial at the same time concluding toxicity results.

Why licence when you can buy a compound that has a great non boxed warning compound.

It sits at the very worst better than Baricitinib, highly likely better than Beprocitinib and looking to rival and have greater efficacy in some Indications than Deucravacitinib.

Long term a pharma will want to own and not pay Royalties.

A billion a year at 10% Royalties over 10 years is a billion

They won't have to pay this if they buy the company.

They could pay a billion up front dnd more if a

suitably prepared for clinical trial 1802 involved

Would seem like a no brained

But as far as they can go on delivering long term.toxicology studies will.be required.

I agree with Rebster408 we are no longer at the helm.

Steered!

Tegards