Member Info for sadoldgit

Snoop18.

Good morning,

The smooth talking Aussie guy was Andrew Scott.

That was a while ago when Deucravacitinib made the headlines.

4 billion plus up to 2 million in milestones.

One of the aspects we should look at is Deucravacitinib at 4 billion.

Tim at this time was saying that you tend not to have companies interested in both auto immune and immuno oncology. But if they want them they will have to pay the price.

What will you do then asked Andrew Scott?

Tim said go shopping for other compounds.

Don't think many were keen here on the last remark.

The point here l am making is both SDC1801 and 1802 individually of a far greater monetary worth than our current market cap.

With good results the blue touch paper will be lit so as to speak. Primarily the importance being here that we are not restricted by adverse events including any long term use negative side effects.

Company market cap has no real relevance to compound value.

The compounds will either be successful or not and as each milestone is reached the risk is reduced.

Efficacy and safety are related.

Ponder that if a company such as BMS or Pfizer had SDC1801 and or SDC1802 what would these compounds be worth as a monetary worth with the potential they have?

To have sufficient efficacy the compounds must demonstrate an acceptable level of safety.

Hence the importance of detailed audited independently verified safety data by an authorised body.

It is the difference between best in class and an also ran.

Take into consideration that it took 3 months to return all data from SO to CPF. Albeit a considerably larger data package.

Tim placed a value of 800 million a piece on 1801 and 1802.

That is 1.6 billion, in a sense very little difference with current shares in circulation of the 14 pounds per share.

Whilst we have this and only reliable indication as to a potential worth it demonstrates with out doubt that the value of the compounds are worth many times more than current market cap.

Sentiment is what is currently controlling current SP not the current or potential long term value of the compounds.

We are in the arena with the likes of the big boys with Deucravacitinib, Baricitinib Beprocitinib Ropsacitinib that at this moment in time we have compounds that have shown no signs of being inferior to.

Regards to all.

Good morning Krone,

Interesting to note that it is an allosteric Tyk2.

Effectively targeting Tyk2 through the allosteric site.

Deucravacitinib is allosteric Tyk 2 and has been given approval.for use in Psoriasis.

Yes, therefore allosteric Tyk2 can work albeit may not have the efficacy of other Jaks.

This therefore indicates that rather than Tyk2 not being effective it is most likely down to the molecular compound.

Sareums 31 molecules are patent protected.

If you want to create a compound then you need create new molecules.

Quantum chemistry is used and is extremely complex.

We look here at probabilities as opposed to certainties with how the compound will attach itself and what it attaches to.

As we know we are not allosteric and have the addition of Jak1 and this Jak1 having a selectivity of around 5 fold over Jaks 2 and 3.

This info closer to 1802 than 1801 and whilst they are not exactly the same, l hope you get my drift.

Attention to detail will reap rewards.

Regards

Good morning Snoop18,

I agree in almost 100% entirety of your post.

Results for data package are absolutely vital.

With regards to on licence, this cannot be ruled out.

A data package will be required for this and however we look at it, we cannot progress into phase 2 trials without it.

There also needs to be known, or in the case of 1801 potential treatment Indications.

Psoriasis is one.

There are many others.

Do not forget that we have SDC1802 similar but not exactly the same for immuno oncology.

A first here with this one.

1802 likely to be of greater value than 1801 and is now indeed gaining patent protection in auto immune.

As has been mentioned here before by one of our esteemed posters, Tim put a value of 800 million on each of our compounds many moons ago.

That is considerably more than our current 35 million market cap.

Sareum can progress via partnership, on licence or indeed a takeover.

Changing the subject slightly, there were buys of shares ending in 5 55 655 755 and 855.

Remarks were made by a few.

Significance being they are Angel numbers indicating a significant change in one's life.

Good fortune primarily. An omen as such.

By all mean look them up.

Regards and have a good day.

A good read from the li k below regarding Deucravacitinib.

How will 1801 compare with Deucravacitinib?

Nigh guaranteed better efficacy as dual inhibition, that is why so many other inhibitors are being progressed as they believe they can do better.

It only just beat Aprelimast the current standard of care.

It failed to meet its endpoints in UC. Yes, that is a fact Funnyguy.

Will it be seen that Deucravacitinib is over rated and maybe our 1801 is underrated?

Exactly who does BMS see as Deucravacitinib s biggest threat to 4 billion annual turnover by end of decade?

Good safety data crucial and at the very least we should not have the problem of restrictions caused by the dreaded black box warning.

Regards

Good morning C79.

Excellent posting by you as usual.

It does give insight into the numerous conditions that not only our inhibitors but also competitors inhibitors may be able to treat.

Any inhibitors now are being repurposed as evidenced by the phase 3 trial in Alzheimers.

Clearly it has been given the go ahead after passing phase2 where most drug failures take place.

Now if we bare in mind that our SDC patent description shows Alzheimers as a potential target.

Not a lot can be done for Alzheimers so a potential massive market here.

Whilst Baricitinib may prove efficacy in Alzheimers it is however Jak1 Jak2.

Jak 2 we know has associated adverse effects.

No such adverse effects should be encountered with 1801.

Tim's values of 800 million a piece for 1801 and 1802 may very well prove undervalued whether by upfront and milestones or outright purchase of.

Regards

Funnyguy,

It is any wonder you post constant negative garbage when you state as below?

'Dont forget people make profit when the price goes and down so any thing you say is a mirror for you guys as well'

You have revealed your true colours.

Now toddle off and post your twaddle back over on ADVN where you belong.

Before you go l will ask you a question.

What monetary value do you place on SDC1801 and SDC1i02?

Funny Guy perhaps you could indicate where l stated was coming 2 weeks ago?

You and your doom monger colleagues were spouting out about the expectation of an RNS end of Q2.

To that l put that Q2 expectation is when Sareum expect ro receive the results and therefore could release an RNS on 1st of July.

Was an RNS released by Sareum on 1st July..

For the full data results l did state that we await for RNS last week and my opinion from last Tuesday onwards.

Perhaps you could point me to where this ammendment l made that you rely on to make such a claim.

It may come this morning, it may nor.

It may come this week, It may not.

We still await.

The only thing l see guaranteed Funnyguy is your negativity and that has been produced in abundance sine you first arrived here.

Why on earth don't you go back to the ADVFN chat board? Do you still post your rubbish over there?

Regards.

It would be good for Sareum to hear news of progression to clinical trial in combination therapy with either Parpi or PD-1 plus chemo.

Evaluating Sareum with what is happening is it mot best to look at every possibility of outcomes?

Severe decline to Sareum during RF finance.

At this time obtaining finance was extremely costly and difficult to obtain.

Main reason war in Ukraine.

It creates uncertainty in the financial markets.

Major investors then invest in companies involved in the defence industry.

Energy prices has fuelled inflation

Predicted expenditure for 2024 is 2.4 trillion dollars in the defence industry.

A good investment for those who bought into these companies in 2022.

Hundreds of billions of pounds invested.

Lockheed Martin up 250%

Rolls Royce up 300%

BAE systems up 400%

Other sectors especially the pharmaceutical industry became less attractive as a result with many small pharma having their market cap reduced by 75% plus.

Banks and financial institutions lend to make money and defence systems are paid for by the tax payer to the defence establishment.

Has the pharmaceutical industry bottomed out?

That l do not know, but in the current climate large pharma in whatever form will be looking to buy at as low as they reasonably can to add new promising compounds to their ever ageing pipeline.

Tim has stood down.

Whilst being an excellent chemist Tim is not a person with sufficient calibre to negotiate complex issues with regards to licensing or a partnership and certainly not a takeover of the company.

Add a mixture of the above by different interested parties and the task becomes daunting and indeed stressful.

Funnyguy, the only thing you have stated as fact is the 18 days since RNS safety data.

I take it that as you have chosen to omit the word fact from the rest of your statements that these statements are certainly not factual.

With regards to trusting you, l would not trust you as far as l could throw a bus.

Regards

No reason as to why should be a suspension.

Tricks that companies play to to lower the price.

Hiw much the company is as a market cap does not reflect the value of its products.

Abundance of shares flooding the market has lowered the market cap drastically.

New share holders coming aboard will want their quick profit.

Many gained shares around the 10p mark maybe a tad more.

Sareum market cap was 70 million around the time RF came into play.

Mass over supply created downward pressure on the SP. Any slight raise is immediately lost when more shares hit the market.

As we go into trial for 1801 we were 70 million we are now around half that. Despite good results on phase1a data.

Has the value of the compound gone up or down.?

Informal offers can be made followed by a formal offer.

This will be low ball.

Now someone who invested at 10p and the price goes to a 100p are very likely to accept.

Those that bought at let's say 250p are not.

When a formal offer is made it would be notified by RNS.

It is then put to share holders as a vote.

There are now close to 40 million shares added since RF came and went and issue of new shares.

It needs a dedicated CEO that can provide the best outcome and that includes shareholders.

As there are shark finance institutions there are shark pharmaceuticals.

Cottupt and underhanded tactics is not new to the pharma industry. They are thete to make money.

CEO of GSK paid 13 million a year, they don't get that for being nice.

There exist many scenarios and with the great post earlier in the last paragraph by PC1954 regarding reasons for restructure would pretty well resolve our individual perceived directions that the company may take.

On satisfactory safety data will allow progression to phase 2 whoever owns or has 1801 on licenced to them.

On licence or takeover is at the call of the interested party. Why licence when you can own out right?

Regards

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A hostile takeover is when a company or individual attempts to acquire another company without the consent of the target company's management or board of directors. The acquiring company may try to gain control by going directly to the target company's shareholders or by attempting to replace its management.

Good evening PC1954.

Great post of which last paragraph very pertinent.

Interesting the link below of Sierra Oncology.

Sierra Oncology is a private company as Potters correctly stated.

Regards

It is strange.

In effect Tim no longer in control,

I can't see it being for 1801 on its own

That means two compounds therefore a company may well be approaching Sareum for takeover.

Keep Tim for pipeline development.

He is part time too!

Nothing changed as such. Finalisation of trial results will still remain to be completed.

Typically there will be several hundred pages of data including personal information.

Personal information comes under data protection.

Good morning HbD

I had not seen the study layout.

The data results will go through what effectively is an audit.

That will take a week or two.

Regards and thanks for your valued contributions

No problem Lsesar.

I will admit to reading through several times.

I too nearly fell foul of the phase 1 purpose description implying healthy or psoriasis patients.

Rather like reading the small print on insurance documents.

Regards.

Should we take very early research work.

TYK2 was the first member of the JAK family to be isolated and essential for cellular responses to IL-6, -10, and -12 (Fig. 4B). Evidence suggests that target-specific inhibition of TYK2 may be a promising therapeutic strategy with an ideal safety-benefit balance for treating autoimmune disorders such as Crohn's disease, multiple sclerosis, and psoriasis. Interestingly, the distinctive catalytically inactive pseudokinase domain (JH2) has provided an ideal “allosteric” site for the discovery of a selective TYK2 small molecule inhibitor (Wrobleski et al., 2019). Bristol-Myers Squibb identified BMS-986165 as the first JH2-targeting allosteric TYK2 inhibitor candidate, which entered a phase III clinical trial for psoriasis (Moslin et al., 2019). In addition, BMS-986165 provided complete protection from colitis as determined by decreased weight loss and colonic histological scores (Burke et al., 2019).'

On the above hypothesis why has Deucravacitinib failed?

Deucravacitinib failed to meet its endpoints in UC.

'The clinical trial randomized 131 patients with moderate to severe ulcerative colitis to receive the oral TYK2 inhibitor deucravacitinib or placebo for 12 weeks. Deucravacitinib failed comprehensively, missing the primary clinical remission endpoint and the secondary efficacy endpoints.7 Oct 2021'

Thankyou for the compliment JinkyJ. I don't get many.

With regards to phase1b and phase 2a in effect they are very similar.

Basically both are proof of concept in relatively low numbers.

Phase 2b will contain marge larger numbers normally around a couple of hundred.

Statistically significant comes to mind.

An example

If we had 2 people in a trial.

One was successful and one no response.

If we use percentages and in reality you should not use percentages for less than figures of a hundred.

This would assume that if it were a hundred people then 50% would be successful and 50%

fail.

Now if we took 100 people and 99 were successful and 1 failed that would indicate 99% sucess rate and 1 % failure.

In this trial of 100 we preselected at random 2 people. 1 could be successful and 1 could fail.

To build a statistically significat result eventually we require large volumes of people and in phase3 trials many hundreds are used to provide this data.

In effect it reduces the risk factor from going through all phases of clinical trial until ultimately it is considered Statistically beneficial with regards to efficacy against serious adverse events and off target effects.

Once it passes this and is shown to be better than the current standard of treatment then it is game on.

Deucravacitinib has in effect done Sareum a big favour with its safety profile albeit efficacy in Psoriasis ok but totally failed in Ulcerative colitus.

Perhaps BMS could use Deucravacitinib in combo with 1801 or even 1802. Haha.

Regards and have a great evening

Take a look at part 1 and part 2 and read that is says in healthy adults.

IT is factual that which HbD has stated.

JinkyJ since you use the term 'another fact' can you explain what the other facts are?