RE: Caution18 Apr 2024 02:16
Funnyguy you are an extremely erratic
You post:-
'RE: Interesting Parallels 17 Apr 2024 02:27
Considering the current SAR performance, you would be bonkers not to take a price of 200-300m. I have little confidence that the results will propel this into the billions, its track record has been woeful and every turn it has disappointed. However, its not unrealistic with a bit of market spin this could get to a pound in a short time. To me sar is now definitely a short term play.'
What results are we looking at here?
Data results on its own will not reach 200 to 300 million, l will agree.
Phase 2a leading to phase 2b very likely to exceed the 300 million.
In addition we have SDC1802 for oncology coming to the end of preclinical.
Would you care to put your expert opinion as to a value of here?
Early Jak inhibitors all have black NDA black box warnings to adverse side effects.
No early first generation Jak 1, 2 and 3 inhibitors do not have the dreaded black box warnings either irrespective of claimed selectivity over.
Along comes Deucravacitinib, an allosteric Tyk2 inhibitor that has very good acceptable safety profile. It has proved mediocre to good efficacy in Psoriasis. It failed to meet its end points in ulcerative colitus. Very little different to the placebo used!
Clearly an allosteric Tyk2 whilst being safe is overly selective and thus will.show very poor results in some Indications.
SDC1801 is Tyk2 Jak 1 inhibitor.
The Jak 1 has approx 4 to 5 fold selectivity over Jaks 2 and 3.
This will prove to have far greater success in areas in which Deucravacitinib have and will.flunk.
It is a very competitive field that we are involved in.
Tell me in your expert opinion how many Tyk2 Jak inhibitors have been approved for clinical.use and if not approved, the reasons for.
Whilst l.understand your concern for the Sareum performance it is in no way an indication of the future performance.
The SDC Co.pounds have value irrespective of the current SP.
RF have decimated the SP here, absolutely nothing to do with non existent failings in the Sareum pipeline.
Regards