Member Info for sadoldgit

I should have put 'proves' and not 'shows' Tyk2 Jak1 has greater efficacy over Tyk2 alone.

The only slight problem was the safety concerns with other Jakis especially Jak2.

Hence the low very cautious starting dose on CTA approval. There will be an optimum balance between Jakis and Tyk2. Too little will.lack efficacy and too much will limit dosing due to adverse effects.

The molecules themselves are of importance. We have formulated these molecules and no other manufacturer can use them due to patent protection. There fore this in itself affords protection. There is a finite limit on chemical compounds that are suitable and even less with desired effect.

The early days of producing compounds to treat a believed abundance of Indications due to lack of selectivity are over. At the same time to produce a pure allosteric inhibitor in an effort to maximise a safety profile it has compromised the Indications it can treat due to lack of efficacy by being overly selective.

As an examplesIL-10 is made up of 4 sub units. 2 of which are Jak1 and 2 which are Tyk2.

As l see it Tyk2 acts more to regulate and the other Jakis an adjustment. It may very well be the that both regulation and adjustment through diffent signalling pathways are required.

The biggy of course is 1802 and as mentioned in the patent description may be used as a supportive measure in other forms of cancer treatment that develop resistance to a treatment and or may become the primary source of treatment.

Regards

Good post citizen79. It shows tha Tyk2 and Jak1 has greater efficacy than Tyk2 alone.

Add on our capsule formulation and good LADMET preclinical data, capsule formulation, plus long term patent protection and should give us the edge over the competition.

Regards and keep posting fella.

It took 6 months for the deal at a simplistic stage from start of clinical trial to onlicence to Pronai Therapeutics

It is not just a case of 737 and LDG.

In combo therapy with PARPi Wee1 Pd-1 and several other inhibitors come into the equation.

It will very much depend on the pipeline of the interested party if a pharma. It will also depend if a company looks to develop further and on license from there.

It is indeed a complex issue. It would take weeks to draft an agreement to satisfy both parties.

In the scale of things there will be nigh as much data albeit preclinical as the preclinical data for 1801 and CTA application to sift through.

737 in multiple combination is where the effectiveness lies.

A major question is how much further does an interested party carry out pre clinical and clinical trials before pushing for commercialisation.

Regards

Puma.

You throw enough 5hit and some is bound to stick. You have consistently peddled mure than most yet know sweet FA about Sareum.

Regards

the dual tky2 jak1 inhibitor will not be ours. take that 100%.

however as a similar composition to 1801/1802 ot has importantly proved a good tolerability in safety profile and efficacy.

allisteric tyk2 failed in uc

jak1 and 3, fine in some indications but can lead to safety concerns and even black box warnings.

will not go into detail here. as much as l have looked at it. jakis as we know them ie 1,2&3 have high efficacy. however,many suffer from the dreaded black box warnings.

tyk2 especially allosteric is an immunotherapy more akin to a regulator of the immune system.

it is reported to regulate jak3 but it is not able to interact with jak3.

jak2 is heavily associated with safety concerns.

what we can look at here is the effectiveness of the jak1 2 and 3 with associated safety concerns but extremely moderated by the addition of tyk2.

hence if we have good workability between the jakis and tyk2 when combined ( as tim stated optimum amount) the resulting compound ought to give better results in many indications then any other jaki or tyk2 inhibitor.

add the crystallisation of a structure to ensure purity at up to 100% and the advantages (albeit small) of capsule formulation to maximise up rake via the oral route an d then you will have not only one of the best immunotherapy inhibitors available but the best oral dual inhibition ie tyk2 jak1 in many indications.

it is here at the later clinical stages of trial development where the benefits of attention to detail will pay off.

as was stated by tim and co and bought up again several times since. it is now that the companies require data. ' right, give us some data '

np ***** footing around here, no data no deal.

hence it is the data from our dose escalation that will be of the upmost concern.

in certain indications we will be superior to allosteric tyk2 eg deucra. this was stated by tm.

as an indication the chemical composition of sar 737 was taken from tim and co.

should we take the advantages of a generally safer compound than other chk1 inhibitors and greater efficacy in certain types of cancer ( mainly due to us being chk1 and not chk1 and chk2) plus administered via the oral route it can be realised that we are at the moment and for the time being at the forefront of design and manufacture of small molecule kinase inhibitors.

very heavy workload at moment not have time to post much here. best l can do to calm any concerns or doubts with regards to sareum tweet.

the reason for the tweet

deucravacitinib. ie becoming co.mo nly acceptable as very good safety profile. we have tk2

tyk2 jak1 greater efficacy than tyk 2 alone.

in both these conditions it is evident that sareum believe they can be better.

regards and if any mistakes apologies as not had time to read before posting.

Good to see this chat board has returned to normality.

I am still of the opinion that we may be in a healthy position with opportunities to on license at end of dose escalation studies. At the very latest at the end of phase 1b.

Much of the intent of Sareum regarding on licensing can be gleaned from looking at the Proactive investor interviews.

Our safety profile for 1801 with the subsequent knock on effect to 1802 is of paramount importance. I cannot over emphasise this as many Indications ( not all) are ultimately dose dependant.

Regards

Potnak a few days ago we did not have enough cash for phase1b.

A few months ago we had no CTA approval as the MHRA were unable to approve.

Within the past approx 2 months we have achieved both. Both are hurdles that needed crossing.

Take 1 step at a time.

Nothing is a 100% cert but l I am with Ahfam on this one.

Regards

My view for what it is worth is that a drawdown facility will allow funding to Q4 2024.

I would take it that discussions are in place between CPF and interested parties. However this is a very complex issue and will take maybe a few weeks longer or several months. There is a possibility that it may never happen but that is doubtful as not only the amount of post SO research carried out but also the Acrivon licence of prexasertib and alco the Chinese with their own CHK1 inhibitor.

As for SDC1801 a licence can come a time from now on. In this instance it us Sareum who are in the driving seat. Sareum have covered the worst of the problem by having the ability to finance through to Q4 24. This gives Sareum an option whether to sell early if the price us right or continue phase trials until.it is right.

The very nature of the drawdown facility has taken into account any foreseeable setback that may delay an onlicence or future development of 737.

Had the money not been raised then we would be at the mercy of any buyer.

Ps. Nice to see a bit of blue today.

They absolutely did not say it was there only option either.

Riverfort have no reason to sell as no discount on the SP.

Had large discounts been applied then l could understand the reasoning.

Scaremongering verging on criminality.

Parrot talk. It may very well be he has been removed by the LSE.

Regards

Cut off continued.

Riveefort I just cannot see selling anytime soon.

Try putting a value on our compounds now and post dose escalation. If you cannot put a price on our compounds comparable with other market deals then you cannot really scoff at the idea of 14 pounds per share. That being a market cap of circa 1 billion

Certainly not out of the question.

Riverfort must be rubbing their hands.

Knowledge is power and that means understanding both sides of the coin.

Apologies for rambling on as been a long busy day.

Regards.

Good evening The Puma.

Thamkyou for the link to Investopedia.

Now as much as l can understand your reasonings for shorting a stick l believe you are only looking at one side of the coin.

On the side you have chosen relates to the spiral of death. A company lends money on shares and them sells some lends more money but gains an increasing number of shares which results in lower SP and consequent continuation until the shares become pretty worthless

Whilst this may seem a cute modus operandi it can only really apply to a company that is performing badly hence the inability to raise funding by any other means.

So the death spiral is made up of two parts:- the bad performance of a company and finance based on the value of shares. A poor performing company will lose its financial worth but the investment company cannot lose as is covered by the agreement to acquire more shares to cover loan plus fees.

Sareum are not in this bad performance league.

Their share value has fallen around 75% of it high approx 2 years ago.

Main reasons were SO returning SRA737 to the CPF and the inability of the MHRA to approve Clinical trial application.

As we stand phase 1 clinical trial is at present going through dose escalation studies to evaluate safety profile. There should be absolutely no problems at these levels. 1801 is an autoimmune inhibitor. Tyk2 has proven safety profile but in addition we have an optimum xmount of Jak1.

In preclinical studies and especially in the psoriasis indication it is surmised that the efficacy of Tyk2 with the addition of Jak1 will prove superior over allosteric Tyk2

In addition we also have 1802 which although similar to 1802 will be used in the field of oncology. There is no competitor that l know of that has any similar compound in this area available in the clinic or indeed clinical trial.

A world's first with 2nd generation inhibitor is our 1802.

Later stage 2nd generation inhibitors that have both a satisfactory safety profile and significantly better efficacy than compounds used in current treatments if only in one indication are in demand.

A recent purchase of a 2nd generation inhibitor cost 4 billion dollars.

We have two inhibitors one which should prove superior over Deucravacitinib and one that should make first in class and potentially best in class.

The primary objective is to complete phase 1a dose escalation and then phase 1b patient trial in Psoriasis.

Available funding is now available which in fact eliminates any problems with the ability to finance these early and mid stage trials.

Psoriasis alone is a 43 billion dollar per annum market.

We ought also to prove effective in IBD way way more effective than Deucra.

Consequently there is considerable upside to this share SP now funding is available to finance the necessary trials to put our compounds in a position of commercial viability.

Put a price on the value of our compounds!

Riverfort will not be sell

Interesting BoilB

Ultimately it is the decision of the CPF as to where we go but Sareum will have the ability to steer in right direction l think.

Also states 'including current co development with CPF.'

May take a little while and likely to be a reason why we have draw down funding facility.

Chk1 certainly not dead as Acrivon acquired prexasertib and looking to put in combo with PD-1 inhibitor and likely other inhibitor ie LDG with prexasertib. Prexasertib and primarily LDG as Sierra oncology had done and patented LDG and sar737.

I do question the protection however of the patent protection that SO have obtained with regards to 737 and LDG.

Regards

If we take from the last RNS that the interested parties are saying ' fine but give us some data' then it certainly bodes very well with good safety profile results and there is absolutely no credible argument that this should not be the case. However, nothing can be guaranteed.

More a matter of just how good 1801 dosing escalation study will go.

Primarily we are looking to on license 1801 and that will be post dose escalation study.

The funding is paramount to continuing clinical development and acts to an extent as an insurance policy in the case of any on licensing delays with 737 or indeed 1801 should Sareum go the hole hog for phase 1b.

In light of the above, I do find it strange that a recent individual whose aim is to convince that the fund raise and subsequent fund availability is such a death spiral when they themselves state that they are going to short but at the same time state that they have insurance that covers them should it go the other way. If we look at this logically then clearly they are not 100% convinced themselves of this so called 'death spiral'

Regards to all

Clearly some posters have no idea of what we have and the potential worth.

There will be those that want to scaremonger and bring the price down for a quick buck.

Clearly their efforts have proved futile today.

As l will say again they have no real knowledge of Sareum. They may quote other companies and and make reference to them, good luck with that but these other companies are not Sareum.

The good thing as l see it and l am bullish not bearish on Sareum and as it is an LSE board l am entitled to post my views.

Sareum have access to money in draw down amounts. They may not require all the funding but it does allow them the opportunity to do so. Optioneeering it is termed as.

Sareums option are alive and we are fine up to Q4 2024.

Regards

Good post RMM. It allows Sareum options and also the concern of having sufficient funds. Although a deal for 737 may be on the cards and subject to satisfactory dose escalation results a possible deal for 1801.

We are in the position of not having to accept a dictated to figure as running short of funding. We can as we have done so far, continue development on our terms.

I see it as very positive news then again l have been here nigh 11 years.

Good news as resolves any issues regarding finance to the end of phase 1b. Those that been here a while will understand.

Be very aware of the scare tactics given by the unknown posters.

Good post Damion

Need be aware of the very new chatboard poster.

There have been many here.

Circleof life being one example of a claimed very long term investor from which have not heard from for ages.

We will get more of that you can be certain of.

Regards