Member Info for sadoldgit

Thanks for that Potters.

18 million.

Yep makes sense as l seem to remember someone mentioning around 152 million in total.

On the plus side it dies give Sareum another 2 million.

It cost the company at least 80 million when RF Global gave the equity release. Those crooks are still going.

How many more warrants left then?

Just over half a percent released and price dropped by nearly 2% and new ones dont come on board yet

HNWI'S would be wsrrant holders snd tgey will.be out to get their piece of flesh.

3 pounds a share some have paid do they not going to be happy with 27p share price.

Nice steady rise of 1 to 2p a day will suit me fine until news release.

Regards

Tim is not a salesman he is a scientist.

There has never been any signs of rapid development.

Let's wait until we get that done beside we think about thst attitude. Good for quality but disastrous for hitting targets.

SDC1803 comes to mind for Vienna trip.

It does not rule out takeover but may give us options.

SP st AGM don't be surprised if we are not here next AGM.

SP when asked how long before toxicology trials start replied after a chuckle ' early in the New year'

End of May for initiation is not early in the New year to me. Early in the year as in H1 maybe.

Form an orderly queue. I was queued up outside the bank. 2 people in the queue of which l was 2nd.

I then queued up.outside the fish and chip shop in Aldeburgh around 30 in the queue in front of me.

TM at AGM

We are looking to on licence 1801.

But if we get an offer which we deem acceptable we will accept. None of us are getting any younger and John Reader the youngest and he is 50 something.

There are other things l would be preferring to do.

Family life.

Regards

British bulls have gone from.short to buy on Sareum 17 09 25

Just a basic overview of the purpose of Tyk2 jak1 over Tyk2

AI Overview

'Yes, inhibiting both TYK2 and JAK1 together can offer greater efficacy than TYK2 inhibition alone for certain autoimmune conditions, particularly in reducing inflammation by blocking pathways involved in psoriasis and other inflammatory responses. This dual approach is being explored as a viable treatment strategy for diseases like psoriasis by combining the immunomodulatory effects of blocking both kinases while theoretically avoiding the negative side effects associated with inhibiting JAK2 and JAK3.

How Dual Inhibition Works

Shared Signaling Pathways: TYK2 heterodimerizes with JAK1 to transmit signals from cytokine receptors, such as type I interferons (IFNs) and IL-23.

Targeting Multiple Inflammatory Mediators: Blocking both TYK2 and JAK1 can more effectively reduce the expression of pro-inflammatory cytokines like IL-17 and IL-23, which are key drivers in autoimmune diseases like psoriasis.

Enhanced Efficacy: Studies have shown that dual TYK2/JAK1 inhibitors can achieve greater reductions in disease severity and associated biomarkers compared to TYK2-selective inhibitors.

Benefits of Targeting Both Kinases

Improved Treatment Outcomes: By blocking multiple key components of inflammatory pathways, a dual inhibitor can lead to a greater immunomodulatory effect, potentially improving efficacy in treating autoimmune conditions.

Reduced Side Effects: Targeting JAK1 and TYK2 can potentially avoid the inhibition of JAK2 and JAK3. Inhibiting JAK2 can cause adverse effects on blood cell production, while JAK3 is crucial for immune system function. Dual TYK2/JAK1 inhibition is designed to achieve greater therapeutic benefit while potentially maintaining a safety profile comparable to selective TYK2 inhibitors.

Examples of Dual Inhibitors

Researchers are developing dual TYK2/JAK1 inhibitors to provide a more comprehensive approach to treating autoimmune diseases, aiming to achieve superior therapeutic outcomes with an acceptable safety profile.

Safety and efficacy of the selective tyrosine kinase 2/Janus kinase 1 ...

14 May 2025 — 7 Thus, a dual TYK2/JAK1 inhibitor could improve efficacy while reducing the risks associated with the inhibition of JAK2 and JAK3.8. TLL-018 is a po...'

Our 1801

Results of phase 1a single ascending dose and miltople ascending dose therapeutic levels were achieved with the absence of Jak2 activity.

Additionally no increase in creatinine levels.

It certainly is not easy to design and manufacture a Tyk2 Jak1 inhibitor with similar safety to Tyk2 alone.

However we are in that ball park and results ftom long term toxicology should confirm satisfactory for long term use..

We have around 20 fold selectivity of Tyk2 over Jak1.

As Tim.Mitcell put

'What we believe to be the optimum.amouny'

So far, not been proven wrong.

Regards

Good morning C79.

1801 should wsy out perform Breprocitinib.

'More than two-thirds of patients on the high dose had at least a moderate response to the molecule, as defined by a TIS of 40 or greater. Almost half had a TIS of 60 or greater, which Priovant classed as a major response. Cutaneous clinical remission was seen in 44% of patients on the high dose compared to 21% of people on placebo. Priovant said brepocitinib beat placebo on all nine key secondary endpoints. '

Question here os what is meant by high dose

What may be regarded as high dose in one Tyk2 Jak1 inhibitor may not be classed as high dose in another .

Molecular size and weight is one aspect, dose limiting toxicity may be another.

Selectively is another as well as all important LADMET.

Additional advantages we have are capsule formulation to add the icing to the cake. Far easier and quicker to absorb through the lining of the gut.

Regards

Good morning gentlemen,

Hemo l believe getting a tad over priced.

FWIIW it does appear that shares now are following a similar pattern to crypto.

Price starts to rise all jump in a peak us reached followed by massive falls.

SP influenced by traders and not investors as such.

CAR T therapy not new and does carry risks.

Whilst ok to show a patient with no observed original AML cancer cells showing that it works CAR T therapy does have some bad side effects and no guarantee that cancer will not return.

In the grand scene of things Hemo went through a

Share consolidation of 400 when around 1p.

Price dropped to 170 a short while back now up to 1700p ish but likely to retrace plenty.

In effect a 300% gain on its consolidation price and this not taking into account the heavy share price fall prior to consolidation.

Providing safety is acceptable and trials involving sufficient numbers to generate statistically indicstive results sll should go well.

With regards to our 1801 the biggest bug bear is off target effects and restricted usage associated of Jaki inhibitors ie Jak2 and 3.

Whilst we exhibit the advantages of dual inhibition ftom Tyk2 and Jak1 we have gained extremely favourable results from phase1 a showing no detectable or measurable restrictive off target events associated with all other Jaki inhibitors and all other Tyk2 Jak1 inhibitors currently in later stages of development.

In effect we are proving the safety well before entering into efficacy.

Theoretically dual inhibition of Tyk2 and Jak1 should out perform the likes of BMS Deucravacitinib in indications such as psoriasis.

Too much importance us being placed on efficacy here which is of great importance in oncology where all drugs whatever their origin will possess adverse effects .

What is allowable as an iff target event and frequency being acceptable as a treatment in oncology is not acceptable in auto immune.

Both Sareum and Hemo have their place in biotech development.

Goid evening Andy.

A pound a share is certainly achievable on results of long term toxicology testing.

Only problems to be encountered only minor l would suggest.

The icing on the cake of course is the much awaited MTD which has never been achieved only 30x therapeutic dose.

I dont know how far above they went but tight Tim did mention whether or not they voild produce enough compound for laboratory testing and additional cost.

On rhe expectation of nothing of any detriment in the results and in reality all we are looking at is suitable for long term use with no restrictions due to adverse events.

Cardio events are most important along with no major damage to vital organs.

With regards to biomeet later, it can be seen as a benefit. Fear of missing out comes to mind.

The interested party msy point out that they are evaluating other competitors compounds.

Oh come on Sarrum let's have your compounds for next to nothing. Your share price and market cap are around 5% and 10% respectively now as to their peak.

Ok no problem. We are looking at alternatives too.

Possible partnership with brain penetrative inhibitor, maybe 1802 and 737.

1801 is all down to safety, efficacy is an also ran.

Look.at Sotyktu not exactly mind blowingly in efficacy but safe. Safe to put into any indication you desire gor long term use.

That us where the commercialisation value lies

Suitable for long term use is all that is required.

Aber did mention about plucking figures from the air. I don't think the interested pharma pluck a figure from the air. Oh let's pay 4 billion for Nimbus inhibitor plus up to 2 million in milestone.

You would have to have a pretty good idea of tge commercialisation value and that is mainly indications and patent protection life.

We may well have a compound tgst can knock jolly old Deucravacitinib off its perch, full inhibition! Just needs be safe.

70p I put by mid October.

Those that think l am deliberately ramping put a like.

Regards

In December 2022, Takeda announced its acquisition of Nimbus Therapeutics' TYK2 inhibitor program, NDI-034858, for $4 billion upfront, with up to an additional $2 billion in milestone payments. The deal was completed in February 2023, and the drug, now known as TAK-279, is being developed by Takeda for the treatment of various autoimmune diseases, including psoriasis.

Chk1 inhibitors can overcome the resistance of cancers to Cisplatin and generally are comparable with Cisplatin.

There was a lot if research carried out by Michelle Garrett around 2020 of combination therapy of chk1 inhibitors including development of resistance and unwanted side effects with other treatments.

Discussions ma y well be ongoing eith a potential buyout partner or maybe a licensee.

To attend a biomeet in Nov indicates to an already interested party that we are open to other avenues.

Are we looking at an offer in the process of being made or dare l say even increased?

Regards

Goid morning Msttyboy.

Not sure tgat statement is wholly correct.

Sdc1801 is designed to treat a range of autoimmune diseases of which the original intention was to trial in Psoriasis.

Link below on drucravacitinib.

It gives an indication of commercialisation value of Sotyktu

Year 2023 approx 170 million dollars in sales.

4.44kg of compound!

Efficacy is not the best but the safety profile is excellent.

Personally with the small amount of Jsk1 ( or as Tim put optimum amount) and with the results of phase1 a human trials we ought to be in tge same ball park albeit greater efficacy than Deucravacitinib.

Failed abysmally in Ulcerative colitis. I have a feeling opens the door here gor 1802 here as opposed to 1801 as higher jak content greater efficacy.

It msy well be why Yim stated and houd while back that 1802 could be used as a back up hor 1801, this was way before any granting of patent protection.

Effectively you have 2 very similar inhibitors with 1802 having a higher jak1 content. With regards to tweaking of a compound l would hazard a guess that msy be a slight change or bias over JAK 1 over jsks 2 and 3.

https://www.unibestpharm.com/A-25-Billion-Opportunity-Exploring-the-Enormous-Market-Impact-of-Deucravacitinib-id45051866.html

There are many indications out there od which Psoriasis is one.

There is also a gtpwing stiff competition.

Sareum certainly have dawdled about as taken 3 years plus from phase 1 CTA application to our currently concluding of long term toxicology testing.

The sooner the compound is licenced or bought out to a company that has sufficient financial resources to maximise commercialisation potenyial.in a short period of time the better for all concerned including the pstient.

Regards

The board compared Sdc1801 to Brrprocitinib as it was a competitor and the most advanced Tyk2 Jak1 inhibitor

It has far less selectively of Tyk2 over Jak1 than 1891. It also expresses Jak2 activity leading to EPO ie problems either red and white blood crll count, in addition gives increases in creatinine levels. Hence all further development work in Psoriasis has been aborted irrespective if it having greater efficacy.

One of a long trend of inhibitors of tge mindset if we can do better than Tyk2 alone. Unfortunately they have not.

Slight change of topic. Big article in news today about dementia and AD.

Basically mire accuracy in diagnosis and a predicted 20 plus compounds to enter treatment over the next few years. Certainly an area of high unmet need..

Regards

No idea who else Sierra Oncology were talking to answer in essence does it really matter?

AI on the article is far from spot on. Garbage in sbd garbage but so as to speak.

From memory a low ball offer was made initially.

Knocked back! 1.9 billion dollars accepted much to the upset of some if tge major shareholders

2021 a value was put on 737 of approx 600 million dollars.

Small rise today here. It will not be long before price increases will be greater tgan current SP.

Must have time for the market to wake up.

70 p plus by mid October is my best estimate and that around 70% down on where the SP on satisfactory news should be.

Regards

The western of course is jiw long were GSK grooming / manipulating SO?

Share holders were up on arms.

Of course this followed replacement of CEO at SO.

We are 95% down from peak SP in 2021 but much further developed as looking to go into phase 2 following toxicology results.

Regards

SO fid not under sell chk1 or Wee1 inhibitor.

Both were returned to respective licensers of compounds albeit after nearly a year if buying the company.

GSK did not want it and tgey did not want anyone to develop.

GSK nought the Tesaro pipeline a shortwhile before for 5.1 billion dollars. They certainly would not want 737 in any combo therapy especially triple combo therapy placing a threat on the commercialisation of Tesaro pipeline especially Europe at the time.

Pricing is difficult as depends on the worldwide commercialisation value in different indications.

Who put a value of 4 billion on BMS Deucravacitinib?

What do Sareum place a value on their SDC compounds?

Tim put a value of 800 million each a while back.

Regards to all

Lipophilic compounds are chemical substances that readily dissolve in fats, oils, lipids, and non-polar solvents due to their "fat-loving" or "fat-liking" nature, following the principle of "like dissolves like". They interact with other lipophilic substances and membranes but are generally immiscible with water. This characteristic influences their biological behavior, affecting processes like membrane interactions, transport, and the efficacy and toxicity of drugs in the pharmaceutical and biotechnology industries.

FWIW my belief we should be sitting at Market Cap of 150 million.

Around half of what we were at our peak.

Now we have phase 1a completed very successfully and subject to satisfactory use for long term usage a clear runway into phase 2 and beyond.

In this case it is any company that owns or is licenced the compound can proceed in whatever indications it sees fit.