Member Info for sadoldgit

There is absolutely no reason to delay end of year results.

Sareum as far as it goes can say they are in discussions with interested parties.

They cannot go as far as saying we are negotiating a licence deal.

I were told this many years ago by great solicitor in company law.

Around 2012 when we were told of transformational deal which never materialised.

Informal discussions he told me can go on for many months, informal offers can be made.

It then becomes speculative. You can't have that he told me.

However once formal offers or are agreements are made the share holder shall be informed.

Speculation is all we have at the moment based on probable outcomes.

Some outcomes more probable than others.

The BoD know their intentions and that is the companies intention to onlicence at late preclinical or early clinical and hence we have 2 candidates that fit that bill.

That is the crux of the situation.

Posting has been good.

We have analysed the possible outcomes.

Failure can be ruled out completely.

SDC1801 on its own successful on phase 1a

Phase 1 b could have been initiated subject to raising a few million pounds.

Yet the board appeared to have ignored this option.

So the question must be why that is

To me that leaves only one viable answer and that is non dilutive funding in whatever form.

I may be wrong aďnd welcome debate on this.

Regards to all invested whether up or down at the moment

Very much looks like they have nailed phase 1.

850 million upfront for 2 compounds as far as l can see.

In depth link below.

https://aacrjournals.org/cancerres/article/84/9_Supplement/PO3-18-06/744989/Abstract-PO3-18-06-First-in-human-phase-1A-study

If we take half that at successful phase1a as is their major compound and given there are some side effects that must put us at a very rough guide

Of 400 million which seems a tad high as we are not in oncology.

Late phase 2 data on Deucravavitinib, and was bought for 4 billion dollars. Pluss a further 2 billion on commercial sales milestone.

Interesting to note that the Roche are having genetech develop through clinical trial stage.

I reckon we could go through a similar scenario..

As far as l see it we could have raised sufficient funding 3 months back albeit with an amount of dilution.

Sareum would surely be aware thar the SP drops on periods of no positive update news.

As time goes on it does lead to the idea of an option being pursued being a non dilutive one.

An alternative may be the option of 1802 being on licensed, as is in late preclinical.

SP is abysmal at the moment peeps. Uncertainty creates fear. It attracts people that will play on your fears.

The new poster that claims to have been here years.

They say Sareum achieved nothing in 20 years

They went from a few million market cap to over 300 million market cap.

No reason as l have said before as to why these valuations cannot be equalled or exceeded.

Times are difficult financially. The big pharma are very aware of this.

On the reverse side old kinase inhibitors becoming dated, patents running out of time.

Some complain about 737.

Phase 2 results gave very good results for what a chk1 inhibitor should do.

It halted the progression of cancer significantly as a mono therapy.

It does significantly restrict the formation of new cancer cells at the point of mitosis. Ie the point at which a cell divides and replicates.

It cannot by the very nature of design destroy cancer cells hence chemotherapy or any other form of therapy that destroys actual cancer cells via external attack.

Keep the faith.

We are passed phase1 a Celtic007.

Hence the only data they have is preclinical.

Phase1 statistically has a one in three failure rate.

Safety via phase1 has not been established.

I don't doubt the molecule and will see what l can dig out with regards to means of obtaining efficacy and of course we need bare in mind DDR.

Regards and goes to show what can be achieved.

176p is mid price forecast between 173 and 179p.

With inflation we could argue at 207p

3.14 x 1 million is approximately market cap of sareum at its peak of over 300 million. 2021.

On a decent licence deal no reason this figure cannot be achieved or even exceeded.

Nothing wrong with a bit of lighthearted banter.

Regards

Good morning Celtic 007.

There is no bad data to come out.

Note the subtle hint of can be conferred to be superior to other tyk2 jak1 inhibitors.

For them to make this statement Sareum would be in possession of all data on SDC1801.

Application for later phase clinical trial would l believe be in progress.

The question of how this is to be funded remains the only cause of concern.

Deals are not made over night, to the contrary they take many months.

May l be so bold to suggest we have more than one interested party.

Yes of course we attend other bio meetings and at the same time we also have SDC1802 which is gaining patent protection in immuno therapy.

Regards

Good evening Celtic007,

Ot is worthwhile rendering that 1802 is receiving patent protection for 1802.

Similar but not the same molecular makeup.

It may be used as a backup for 1801.

As to what indications we have no idea,

All we know is that patent description gives may be used as a supportive therapy with other inhibitors PD-1 being one, which as we know are monoclonal antibodies.

PD-1 effectively works outside the cell whereas all our inhibitors work from inside the cell.

Regards and good night all.

Of vital importance is to minimise increase on creatinine levels as can be indicative of kidney damage and possibly myocarditis.

No indication of this and that will include multiple ascending dose up to 300mg per day which in my opinion pretty impressive albeit maximum therapeutic dose originally put at 1000mg per day.

Excellent bioavailability too of which l dare say the the formulated capsule will of added significant input.

Regards

Many of us aware of different scenarios here.

Advantages as well as disadvantages.

Advantages of a licensing deal now for 1801.

Money in the bank with agreed milestones

A reasonable upfront payment take gor example here 50 million.

Sufficient for development of SDC1802 to late stage phase2

Two things here it removes Sareums need for further funding until end of phase 2 clinical trial.

Plus with anticipated milestone payments will propel the SP for certain and of course dependant on what and when the milestone payments are and what is based on.

Downside of course is that we don't have proven results on any indication at this moment in time and hence not be able to obtain maximum value.

Psoriasis is at the moment a very competitive market.

There are other Indications where 1801 may prove on current data we have to be head and shoulders above other kinase inhibitors.

Infortunately only the BoD will know this.

1802 needs developing into clinical trial.

Translational studies must be close to completion if not already completed.

Sraeum at the moment can not afford to continue 1802 development whilst all resources concentrated on 1801.

For Tim to be pit on pipeline development indicates to me they are pushing hard for licence agreement or partnership of somesort that enables more than adequate funding for 1802 to late stage clinical trial.

Ot is what it is at the moment until we receive a much awaited update.

Regards

hopkirk, of course sar has nothing to do with invading ukraine perhaps you could point out where l have stated or intimated that.

however, what l put was since the start of the war inflation has risen due to energy prices.

difficulty in obtaining investment is another downside as a result of inflation.

i myself tend to look at non msm debates.

such as john mearsheimer v pierce morgan

jeffrey sachs v pierce morgan.

there are many any other non main stream media sources available.

biggest problems in this world originate from the likes of the nwo which is now the wef.

they have no control and no legal powers but have a huge amount of influence over geo politics.

it is they that control politicians whether by election or assassination.

potnak, pretty certain we won't see rmm back here or his *** packet calculations.

regards

Fatty,

Try delving and researching albeit can be time consuming.

With regards to Russia and Ukraine, look into the overthrow of the then anti NATO and anti EU Victor Yanokovich in 2014.

Natural resources in Ukraine were valued at 16 trillion dollars prior to outbreak of war in Ukraine.

Valuation now around 27 trillion dollars with which the likes of Black Rock already have their hands on?

Tell me why Boris J dissuaded signing of the Istanbul peace treaty between Russia and Ukraine .

As for credibility?

Exactly what do you have and based on what?

Regards

In addition,

Phase 1a pharmakinetic and pharmacodymic data will be required to compile data package as part of progression in to next stage of clinical trial

It is also part of the requirement to be able to provide proof of the ability to fund clinical trial.

I say data package is being formulated and is paramount requirement to on licence with an already interested party.

It may very well be that the deal may not be quite as lucrative as TM was expecting but it will lead to a deal all the same.

Good morning.

The reason l have cut down on my posts is that l find it a waste of time.

You can post factual information, give possible scenario outcomes.

All down to how we percieve and understand things. How well here do investors understand the science?

Is the optimist right or is the pessimist right?

One thing that does effect the price is market sentiment.

Market sentiment has hammered small pharma market companies particularly since out break of war in Ukraine.

The war has been created by the West.

Look at share price rises of companies like Rolls Royce and BAE systems since around a year before the invasion. Their prices have risen around 400%.

Blackrock have their greedy hands in a multitude of companies

Hundreds of billions of pounds are pumped into these Companies.

A loss of appetite of course in the pharmaceutical sector as demonstrated by the likes of companies like Novacyt, Avacta and Hemo, there are many others.

I am content here with what Sareum have in its pipeline.

When persons here constantly post negative dribble what do they expect to achieve apart from subsequent SP decline.

Was it not the so called rampers that contacted TM with regards to raising of funds?

I know Billybunter did as well as myself.

Any of the negative naysayers buy any shares at this point?

Exactly what are their objectives other than come on here to moan.

Exactly what are you trying to achieve?

Negativity far outbreeds positivity. It is destructive.

I am not happy either the state of our SP. However l do look for ways out of it.

Cobaltblue is an admitted pessimist claiming to be here for many years.

From early days the price has risen by over 4000 percent when it reached its high.

Now the question here is why did the individual purchase shares at sub 0.19p?

There have been numerous times the share has risen and subsided.

Surfie1961 has likely bought in on a spike a few years back and indeed we are a long way away from the prices of 3 to 4 years ago.

On the plus side we are much further forward with SDC1801 ie in the companies intention of on licencing area ie late clinical to early clinical stage.

Although silence 737 has been on licensed albeit to silent anonymous 3rd party..

Downsides are around 40 million additional shares added caused by the dreadful RF finance and the well needed share issuance at end of March.

A waiting game at the moment, as here all avenues have been explored.

Yes my posts are long most of the time.

There are those that skip through or claim to ignore completely.

I wonder if they do the same with their insurance renewals.

Didn't you read the small print?

Rather akin to the receipt of late stage data in Q3.

Sareum have it already!

If they they did not have it, they would not be able to put in the RNS regarding better performance than other Tyk2 and Jak1 inhibitors.

Regards

Steve196.

Many happy returns of the day to you.

Regards

Good morning HbD,

Interesting to note the term of the micro environment, that being the same microenviroment that Triparna Sen was referring to in 2019.

Very relevant to incombo therapy.

Prexasertib is fast tracked in some areas of high unmet need with ovarian cancer being one.

Regards

It is not our SDC1801 molecule

Still in preciinical stage if you look.

New molecule with claimed 10 fold selectivity of Jak1 over Jaks 2 and 3.

Definitely not either SDC1801 or 1802.

A very much hyped up new Chinese addition.

Iy does claim a good safety profile which is the norm now under latest generation kinase inhibitors.

A year I would hazard a guess before entry into clinical trial.

The market is indeed becoming very competitive.

Regards

'Alliance News) - Sareum Holdings PLC on Wednesday said Co-Founder & Chief Executive Officer Tim Mitchell will, after twenty years with the firm, transition to the part-time role of chief operating officer.'

An astute move l would think to enable Tim to concentrate on SDC1802 translational studies to enable progression into clinical trial.

It matters not whether Tim is CEO or not for any probable on licence or similar deal either regards to 1801.

The importance of not to be underestimated patent protection especially in China.

Extension of these patents and corresponding prevention of generic compounds imitating our SDC compounds vital to add value.

All part of any negotiations as important for projection of commercialisation long term value

Crossing the tee's and dotting the i's so as to speak.

Regards

Good post Aberystwyth at 08.26

Agree entirely.

Agree fearg.

It is time a deal is done with proper finance from either dilutive or non dilutive funding.

Stop piddling about with small raises that take us through the next few months.

Hopefully all in the past now.

1802 l feel the biggy, but will do no good sitting on the Sareum back burner.

Deals are not made overnight.

Bare in mind that to continue progression into later stage trials requires to demonstrate that you have either the funding or the ability to raise sufficient for the trial.

It looking less and less likely that a dilutive form of fund raise ie a via investment bank crook or any other PH advised investor.

I may be wrong but l do feel after the RG theft that there will be a tie up with a large pharma or or a large pharma owned clinical trial specialist.

There are many around especially the Boston area in the US.

Regards

Https://acrivon.com/pipeline/#pipeline