Member Info for sadoldgit

The only news we will receive regarding a licence is when an agreement is made. It reduces speculation.

Regards and thanks whoever had my last post removed coincidently thae same time the Maj appears.

Been posted before but just as a reminder.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7141083/

There would be no indication of a licencing deal and no such information as such to indicate a licensing deal so as to remove speculation. Hence NDA's are put in place.

News of an actual Licence agreement would however be released.

Celtic007,

Big pharmas as corrupt a any politician.

The timescales very coincidental with regards to takeover of Tesaro by GSK in 2019. Negotiations had been going on since early 2018.

2018 no real news of development of 737 momo or With LDG.

2019 good data results of 737 with LDG and very encouraging data with in combo therapy. John V Heymach is one of the technical authors involved in the write up report of 737 LDG and in combo.

John V Heymach also serves as an advisor on the board for GSK.

New CEO for SO in 2020. 737 comes out of the for sale sign shop window.

2022 GSK buy out SO. 737 returned to CPF March 23

Mid June 2022 CEO of SO leaves with 1 years salary taking total benefits to way over 1 million dollars.

Ask yourselves a question. Where would Jemperli or Blenreb be in the equation had CHK1 been fast tracked into clinical trial in areas of high unmet need.

I would suggest that at this moment in time it would open the door slightly to 737.

I am not going to suggest that this will involve GSK in anyway but ought to be in the attention area of a pharma looking to satisfy an unmet need.

Regards

Good news for GSK.

Not so good with their Jemperli (part if the Tesaro pipeline bought in 2019) or indeed Blenrep of which both have limitations imposed. Gsk must be well chuffed at spending 5.1 billion on this.

Whilst not a complete disaster it is certainly not looking bright.

Very odd that the areas that the above have exposed limititatuons are also the areas that SRA737 may well have proved beneficial in.

Was 737 deliberately held back in an effort to remove competition?

GSK desperate to get in first, like a pig to its trough. However the acquired Tesaro pipeline may well turn out a little different than GSK had hoped for.

https://www.fiercepharma.com/pharma/jpm23-conversation-gsks-luke-miels-rsv-and-mrna-vaccines-blenrep-and-zejula-withdrawals-plus

As Ahfam stated

Dose escalation to continue after 3 cohorts and not 6.

That in itself speaks volumes.

Attention to detail will pay off. Clearly this is the case with SDC1801.

Carter it has a very high opinion of itself.

We go back to the 2 sides of the coin.

As much as l can understand Riverfort finance l also as many of us do here the development of new drugs and potential value.

He implies that we are blind and yest he blatantly refuses to say anything positive.

One remaining of two here. The Puma has vanished and if this Puma had been indoctrinated with constant hard sells approach promoting predicting the death spiral then this MAj would be better off consoling him.

As for insults? Is it OK for this poster to give out insults by calling posters morons? Has he reached this level to overcome his growing frustrations. Yet it relentlessly makes statements how it feels highly insulting comments are directed at it.

He has had a vast number of his posts removed.

He will only see his point of view and will insult and or attempt to undermine those that do not 100% agree with him.

The 2 that were pushing the death spiral and one has vanished.

With regards to the Aston Martin v Lamborgini scenario.

The Lamborghini at first had its nose in front. Puma was driving under the Instructions of Maj

The Lamborgini has crashed along with a badly Injured Puma.

The AM still has its value.

The Aston Martin still does what it was designed to do. The AM owners club take a look at the crashed Lambo and its driver. Oh dear they say l am glad l were not travelling in that.

In the above scenario who and what were at fault.?

Regards

Just read your post HBD. Tim's notations value of 2 x 800 million giving 1.6 billion is around 23 pounds a share.

Makes our or originally Thoth2 projection of the old 28 p per share ie 14 pounds with current shares in circulation look a tad on the bargain side.

What would Tim know apart from the current value and future value on continuing successful development of our compounds.

Regards

I will agree with you there Krone,

Sareum strategy to licence late preclinical to early clinical.

Initial dosing has proven satisfactory. Dose escalation trial now in progress.

Interested parties will require data. Data will be available now with respects to toxicity and indicative of any toxicities likely to emerge, even though we have not reached end of trial.

Potters value of 2 billion valuation is reasonable ball park figure l feel at around mid to late stage of 1b trial this being inclusive of 1802 should a pharma choose to aquire both compounds.

I cannot see a pharma on licencing agreement giving any right that as a licensee of 1801 they will have first refusal for 1802.

They either take SDC1801 or take SDC1802 or both.

At end of dose escalation the full data will become available with regards to toxicity and following satisfactory results we will continue into 1b trial for Psoriasis.

My thinking is therefore along the similar lines as yourself, of anytime from.now an on licence of 10 million prior to end of dose escalation with maybe 150 to 200 million in milestones looks about right.

End of dose escalation on satisfactory results considerably more and even more so with good efficacy in Psoriasis 100 million upfront with over a billion in milestones

Post trial 1b and data 200 million plus up front, with considerable milestone payments for on licence of 1801 only.

Sareum price prediction of share price of 3 pounds plus per share in this time period is not that much different from the preceding paragraph scenario.

Value will depend on how effective we are in other Indications post biomarker data.

The more good positive data that arises as clinical trial progresses so will the attractiveness to the interested parties along with a corresponding increase in value.

Myself looking forward to SDC1802 going into clinical trial for a yet to be defined and confirmed range of cancer.

Apologies a bit hickledy pickled as only have this tiny little mobile phone at the moment.

Regards

14 pounds a share is not out if the question for the Sareum pipeline. but a little while away. Equate to market cap of 1 billion.

Out of the question.

What price a good Tyk2 inhibitor?

We have 2 of which one is now in clinical trial.

https://www.takeda.com/newsroom/newsreleases/2023/takeda-completes-acquisition-of-nimbus-therapeutics-tyk2-program-subsidiary/

At 1 billion it would be 75% reduction in the price Takeda paid for Nimbus.

Regards

Capsule formulation improves uptake of compound over conventional tablet.

LADMET

Attention to detail which will pay off.

Regards

Long read on development of Prexasertib that had once been put to death.

https://www.mdpi.com/2072-6694/15/3/735

Regards

If the FDA do not approve momo then GSK have dropped the proverbial bo...k.

I would suggest due to the clout that GSK that is will be approved.

GSK were looking at putting into commercialisation in other Indications post FDA approval.

Astra have an AKT inhibitor

Michelle Garrett involved in development of..

MG proposed 737 with AKT inhibitor in combo.

I think has been posted before but just to indicate interest in CHK1 with Acrivons fast track for prexasertib

https://www.globenewswire.com/en/news-release/2023/05/09/2664391/0/en/Acrivon-Therapeutics-Announces-FDA-Grants-Fast-Track-Designation-for-Development-of-ACR-368-in-Platinum-Resistant-Ovarian-Cancer-and-Endometrial-Cancer.html#:~:text=Acrivon%20is%20currently%20advancing%20its,trial%20across%20multiple%20tumor%20types.

I will add that it would very much simplify matters if a company purchased the total caboodle of 737 from CPF in its entirety of which Sareum would recieve 27.5%.

Regards

For a takeover to take place the values of our SDC 1801 and 1802 need to be recognised. This cannot be realised until at least dose escalation result data is obtained and relayed to interested parties.

On a second note the value of 737 or rather our 27.5% financial interest also needs to be realised.

Edison valued initially 737 at around 120 million with a one in six chance of success and one sixth of market cap. This postulating on a final year of 1 billion turnover.

Results were good with LDG but better efficacy and cancer developing resistance to CHK1 can be considerably addressed by inclusion of other forms of cancer inhibitor.

It is a complex issue to say the least. How does the CPF place a value on 737?

It is not just 737 and LDG but also considerable investigational work carried out post 2019 by which point SO withdrew funding to concentrate on Momo.

Initial on licence was around 320 million inclusive of milestone payments in 2016.

With proven significant positive data with 737 and LDG which effectively removes any doubt of 737 not working with LDG we have a figure of approx 600 million.

So a dilemma here is how much has the value increased with additional data, and that will be mainly preclinical.

We know that 737 has increased to lvels unacceptable toxicity when used in combo with Cisplatin.

There remain several other forms of inhibitor that are highly probably to work in combo with 737.

Much of this has been investigated by Michelle Garrett.

Much of the data has been available on the net since SO returned the rights to the CPF.

The other aspect to take onto account is the stage of severity of patients involved in the trial. Late stage and one of the requirements being having a life expectancy of at least 12 weeks.

This would have suggested that the cancer was at an advanced stage and followed previous treatments to which the cancer had formed resistance to treatment.

By comparison 1801 and 1802 far less complex.

Regards

As from memory again l believe MG were advising SO in early stages and although they had the drafting of finalising of design of trial, much work sfter this was carried out by MG et Al.

Early proposals of combo therapy with either Parpi or PD-1 especially in combo with LDG were proposed around early 2019.

Much later developments followed and even MG working on development of Prexasertib which has now been on licensed to Acrivon.

As l say the P13-k and AKT developments were around the time that SO ceased/robbed funding of 737 for Momo.

Regards

Interesting recent report there citizen79.

I recall work undertaken around 2020 is by a Michelle Garrett with regards to Combination treatment of CHK1 and what are effectively alternative pathway inhibitors P13k or AKT inhibitor.

Clearly work post SO cessation of 737 development has been carried out.

No access to my laptop at moment as the considerable in depth report was only available by downloading a pdf file.

I had posted a link to with instructions to view but that around a year ago.

I have no idea how much involvement MG would have in any development of 737 currently. Her knowledge of 737 is above and beyond anyone else out there.

For development of 737 in any shape or form is the ideal person to progress.

I believe she lectures at the Iniversity of Kent now and us no longer a member of the ICR or CRT.

I would hazard a guess that she may well have been approached by the CPF. However, her reinvolvement if this is the case may take some time.

Regards

Welcome back Benhowell, trust you enjoyed your summer away.

The Tyk2 market is growing which is good for those that develop Tyk2 and also those that add a little of the other Jaks.

It is as Tim stated in the AGM becoming a very competitive market.

Most important aspect is now in progress with dose escalation in clinical trial.

We are Tyk2 and Jak1 primarily although we exhibit small amount of Jak 2 and Jak3.

In this instance l would hazard a guess that at these levels will prove beneficial yet limit any adverse effects.

Allosteric Tyk2 however has its advantages with regards to safety profile. Although it states that works through JH2 domain as a regulator it is not the be all and end all as BMS discovered in the trial for UC which failed to meet its end points.

Psoriasis has similarities with regards to UC as in inflammatory disease but although worked well in Psoriasis failed in UC.

In this aspect the JH2 domains which regulates the JH1 domain as we are led to believe has in a sense either not correcting sufficiently the JH1 domain or the method of regulating is not entirely applicable to every auto immune disease.

My own opinion for what it is worth is that whilst Tyk2 exhibits a good safety profile it lacks efficacy as does not directly treat the active site Ie JH1 domain.

Tyk2 is said to regulate Jak3 through the allosteric site. Tyk2 does not Pair up with Jak3.

My reasoning here is around the Tyk2 and Jak3.

Jak1 and jak3 prove effective in UC. So clearly Jak3 has advantages in UC.

How does the Tyk2 via the allosteric site work how to regulate Jak3. How does it regulate.

Since failure of Deucravacitinib in UC its method of regulating may require help down line by different STAT pathways.

Bit of a ramble as just my thoughts on this.

There will be Indications that we will ace the competition but in other Indications we will not.

Biomarkers during Psoriasis trials will give Sareum sufficient Indications of commercial merit.

Regards