Member Info for sadoldgit

Just added 4444 to ISA at 72.35.

Regards

Some of these in red are buys and not sells.

My beliefs on this with regards to dose escalation studies there will be no significant adverse effects at levels up to 300 mg per day.

Dosing originally by Sareum of 12.5 mg per day to maximum of 1000mg per day.

We are looking here at less than a third of maximum specified treatment dose.

Should we take 737 as an example originally there maximum envisaged treatment was 1000mg per day.

In clinical monotherapy maximum therapeutic dose established was 800mg per day. However dosing exceeding 1200mg per day were also administered whereby toxicities and adverse effects were deemed not satisfactory.

In the investor meet the toxicities/adverse effects of 1801 was referred to as very little toxicity effects expected if any at all.

The big difference here is that with 737 formulated a compound to meet the biological requirements laid down by the CRT. Checkpoint kinase inhibitors have their li.itations as indicated by the results in monotherapy trials. In effect they are only part of a required equation to reap sufficient efficacy.

With our SDC compounds the biological controls developed are from research gained in the field which not only takes into account the efficacy of a compound but also concentrates highly on the safety profile.

Most of this developed in the all important pre clinical stage.

I am certain of very little to no adverse side effects in these studies up to 300mg per day or significantly greater doses.

Important to remember these are later stage inhibitors of where lessons can be learned by the failures of early generation compounds. First in class is not in any means the same as best in class.

Deucravacitinib an allosteric inhibitor with all its hype failed dismally in UC trial.

The biology is complex as is also the chemical formulations. Our around 30 molecules used in the makeup of SDC compounds are heavily protected by patent.

Quiet here at the moment but on the bright side dose escalation studies continue.

Regards

Look forward to seeing you there if you can make it Rebster408. Pretty certain I will be free enough to attend.

Regards

Unearthly quiet Rebster408.

I intend going to this year's AGM.

Regards

Good afternoon Casa42.

I am all in favour of a takeover.

However, l cannot see how an interested company can do due diligence when neither the future of 737 has been determined and bio marker analysis gained from.dose escalation studies on SDC 1801 yet to be completed.

Very difficult to value a company buyout when the potential market size is unknown.

For the moment we are going through dose escalation clinical trial. Although l have the upmost confidence of great results in this, l do believe that interested parties require data to go on.

All will bode well l feel, but unfortunately takes time, plenty of time.

Regards

Good evening Ahfam.

Out safety profile is of paramount importance.

Primarily we need and will be approaching dosages levels in the dose escalation that Sareum percieve as therapeutic treatment levels.

The better the safety profile the greater the benefit in clinical use as greater dose can be administered without reaching unacceptable levels of toxicity Many inhibitors that have good efficacy are restricted by off target and or poor safety profile. This can be seen particularly with the first generation inhibitors whereby the one size fits all method clearly has shown its drawbacks.

Later generation far more targeted but at the same time no guarantee of success. Attention to detail will pay off.

Regards

Https://finance-yahoo-com.cdn.ampproject.org/v/s/finance.yahoo.com/amphtml/news/near-4-000-surge-catapults-172621875.html?amp_js_v=a6&_gsa=1#referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Ffinance.yahoo.com%2Fnews%2Fnear-4-000-surge-catapults-172621875.html

Is PR important?

There are 2 aspects here.

Firstly to attract investors.

Difficult in the current climate. The AIM market cap in the pharmaceutical world has been slaughtered since end of covid 19 pandemic and the war in Ukraine. Investments are moved from a poor performing sector to a a good performing sector. Just take a look at the companies like BAE systems and how their market cap has increased by over a 100% since mid July 21. The yanks really love a war especially when someone else is fighting it.

Back to Sareum!

The second aspect is to make known to other potential interested parties of what we have in our pipeline.

With regards to 1801 that is in clinical dose escalation trials in OZ.

No amount of PR is going to make one iota of difference to either the safety or efficacy.

Some may remember the last AGM where it was stated by Sareum that with regards to interested parties ' well, give us some data'. They will be getting data fairly soon and would hazard a guess that whilst SAD is in progress then what ever progress is made will be drip fed to interested party or parties.

The data is more important than anything else as indicates the safety profile and at a later stage following the use of biomarkers a potential best in class efficacy in certain and probable areas of unmet need.

Listening to the investor meet it was extremely reassuring to hear with regards to side effects/toxicity there maybe some slight signs of toxicity followed by ' if any at all'.

It does appear that the wheels are in motion with regards to licence development albeit subject to data from 1a and likely 1b trials.

Why on earth would Tim and Co push through the trial application at a rapid pace enabling the current trials to take place?

They are very focused on an on licence. That is clearly evident.

As to the value, this will depend on exactly which Indications that SDC1801 will be expected to have the greatest efficacy in.

In addition here there has been many publications recently reported regarding SRA737 that will be entered into top end medical journals.

CHK1i has limitations on efficacy in mono therapy its true value lies in the in combo therapy arena of which much work in preclinical has been undertaken.

Thousands of pages of data to sift through, (must be sifted through)!

How long will this take?

Certainly a lot longer than some here are thinking. Those that go along the lines of ' well if it is that good then someone would have bought it. Must be something wrong that we do not know about, really have no idea the amount of detailed investigational work relative to SMI science or the science itself.

Patience is required. Timescales tend to become extended. However, judging by the investor meet Tim and Co are extremely confident primarily with 1801 but also 737.

As Carter 19 has given his view and l am very much of the same opinion, the PR finance arrangement has and will continue to to stifle any sign

I am of the opinion that the board will be well aware of low ball offers hence no selling or onlicence in preclinical stage where success in certain Indications are unproven.

Sareum worked in collaboration with ICR/CRT. There will be no other stakeholders involved.

On paying for phase 1 trials we paid 27.5% of the up front fee and the CRT/ICR paid the rest.

We were refunded an demountable as result of on licence to Pronai Therapeutics.

Added to investment 5k and 8k shares as room left in ISA.

Good morning Luton or more aptly Good evening.

Sareum I do not believe involved in any negotiations however as they have a financial interest would be kept well informed of developments.

Good balanced post from you as usual.

Regards

A snippet from the link is of interest.

'The data further supports the continuation of the dose escalation from the first part of the study.

A favourable profile of SDC-1801 was also demonstrated based on the safety and pharmacokinetics data from the initial cohorts in part one.

Sareum CEO Dr Tim Mitchell said: “During this next phase of the study, we expect valuable biomarker data to be generated that will be available upon completion of this part of the trial.'

Valuable biomarker data. This would indicate followng analysis, Indications that 1801 should prove positively favourable in.

Middle of next year data should if all goes to plan results of safety profile, biomarker analysed results that would suggest Indications of most efficacy and of course treating actual patients treating Psoriasis.

The pharmas that Sareum claim are asking for some data will now be inundated with data of safety profile, biomarker data and phase1 b clinical trial for Psoriasis patents either awaiting approval in progress.

Abers opinion of mid next year l am strongly of the same opinion. We have already experienced a degree of difficulty in raising funds with the RF deal albeit nowhere near as dismal as a couple of posters here have portrayed.

As we stand at the moment the light is green for 1801 to pursue its journey into commercialisation. Commercialisation may be around 3 years at the earliest before it becomes reality, however a pharma that is aware of inhibitors like Deucravacitinib and similar compounds whether allosteric or not are not going to wait for phase 2 when the most important previously mentioned full trial results including biomarker becomes avaiable.

This is my reasonings on this and happy to hear views to the contrary.

Positive l am, been here now over 11 years and now have mixture of feeling a little impatient and a degree of excitement.

Regards to all.

Ps

Apologies to Ahfam as l believe he did post regarding obtaining biomarker data in this current dose escalation phase.

Lost in the death spiral propoganda posts l believe.

Just a link here acknowledging SDC1801 development. Short and very easy to read.

https://www.clinicaltrialsarena.com/news/sareum-subjects-part-2-sdc-1801/?cf-view

Looks like RF have 15k less shares.

Never suggested they have all gone.

My guestimation 2 to 300 k left.

Regards

Top up from me albeit small as space left in this years ISA 16.25 3050.

Not accept larger trade H&L

Regards

2 million shares over 2 months, 1 million a month circa 250k a week. That leave them no shares.

I don't see as they have sold that many.

A 30 k sell at or thereabouts close of play today l would not be surprised.

One thing is for sure they have nowhere near the original 2 million so in this sense it will not spook the market.

SD bought at a good time me thinks. A sound investment that should give very decent returns in the not too distant future.

Regards

I don't think RF have many shares left. A guesstimate of around 2 to 300 thousand at most.

Some of us hold that here.

Interesting when next drawdown is made as is for 300k pounds l think will get snapped up. I will look to add around this time.

As for Laurel and Hardy l would think one would be saying ' that's another fine mess you have got me into'. I would hazard a guess that Puma got sucked in at the golf course.

Looking to make 50k to pay his mortgage off he were, Became greedy and claimed added to his short which would be sub 75p and by hitting 87.5 it would have lost him his deposit and maybe more.

Reminds of another poster some years ago 5 years plus. Claimed inside information and were subsequently removed from LSE. Similar attitudes.

Enough about them. Nice to see a bit of blue after some buying at bargain prices of 1.6p old money.

Regards