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Are we answering wheeler on this thread now? :)
Depends what chart indicator you’re looking at. The RSI has turned, the MACD appears at though it will switch…. but there’s no big arrow that says “breakout” that’s an interpretation based on opinion and analysis.
But as Laz says, news always trumps any chart indication.
Abbie’s Humira ( Adalimumab ) may be out of patent and there are biosimilars available, but it still pulled in sales of over $21Bn last year.
This article explains that it’s not a straightforward market and that theres value in a product after the patent lifetime:
https://endpts.com/mark-cuban-readies-to-fight-humiras-megablockbuster-franchise-next-month/
Background on Humira: https://en.wikipedia.org/wiki/Adalimumab
This is the marketplace that the clinical trials of 1801 potentially open the doors to.
Just one observation Citizen - I do recall an RNS some while ago that stated there’s no further development work planned - implying that 1801 and 1802 are the only (fully owned) molecules that Sareum will take forward. It appears that there are potentially other projects, but no intention by Sareum in its present form (Tim and John) to progress with these.
I guess that where some of us have assumed some potential value in the SKIL platform, it seems that there’s potentially residual value elsewhere - development candidates which a future structure of company may wish to take forward. That future structure might be a larger organisation which has grown organically or one which has transitioned through acquisition. But importantly, one that has access to cash and personnel resources to pursue the other projects.
Just my take on this.
Have a great bank holiday yourself Citizen, and thanks for your plethora of relevant information. I’ll have a look over this one during the weekend. It looks like a good one! (Two)
I don’t see how an “update on talks” would be possible.
It would lead the market into making assumptions which could backfire terribly. For example, an anticipated deal might not happen. Or “stalled” talks might recommence. Plus there’s got to be a formal point for news blackout? Is it when a firm financial offer is made? Or the talks achieve some other formality ? Or an agreement (NDA) between all parties? Sorry I don’t know the answer to this!
I think you wouldn’t be human if you weren’t nervous, Legster!
But I did say right back at the timing of the “we’ve received multiple enquiries” comment, that time wasn’t on our BOD’s side and they needed to slow the process down.
If Parker’s comment is reliable, then they received enquiries *before* Sierra (under GSK ownership) had completed the process to return all of the data. Then Tim, John and more importantly, the CR UK/pioneer fund stakeholders (presumably this is Udai Banerji and his team) need to evaluate the data and present a valuation to the commercial team involved in the enquiries and potential negotiations. But that’s not the full story - there’s the patents as well. Sierra had to (if I remember correctly) notify CPF of all patents held (in fact it’s easy to find in the contract: section 8) https://www.sec.gov/Archives/edgar/data/1290149/000119312516765907/d255357dex101.htm But I’m not a patent lawyer, neither do I have any experience of this process. Whilst I think it’s straightforward and clearly defined, I’m aware that others think that an additional agreement might be required, in which case the return of the patents might not be straightforward.
So it’s a bit like a lease company receiving interest in a lease car that hasn’t been returned to them yet - they don’t know what condition it’s in and they don’t have the V 5 ! So they don’t know how exactly how much it’s worth and don’t want to under-sell without the documentation.
A very loose analogy but Parker has simplified the answer - he told us that all the patents are to be returned and a number of us contacted him to confirm this; his reply was compiled into the recent written responses.
I was guessing that the 15p spread was hiding a false mid-point again, HBD. You’ve just confirmed that.
You can buy ‘em, Aber, but you might have to pay over the odds. L2 shows demand:availability is 4:1 today.
Whilst my NVDA holding has done very nicely, Thank you!
https://www.google.com/search?q=nasqaq%3A+nvidia&rlz=1C9BKJA_enGB1011GB1011&oq=nasqaq%3A+nvidia&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIGCAEQRRg60gEJMTA3NTFqMGo3qAIAsAIA&hl=en-GB&sourceid=chrome-mobile&ie=UTF-8&bshm=ncc/7
Https://www.cityam.com/rishi-sunak-refuses-to-disclose-whether-he-will-profit-from-moderna-vaccine/
If I remember correctly, wasn’t that only in the UK?
from memory, it was speculated at the time that it absolved the UK gov from providing increased levels of PPE to nhs staff?
Happy to be corrected, my memory may be faulty!
46 people mentioned. So a phase 3 company looks very, very different.
Sareum will change massively, or license, or partner. I suspect we’re seeing the first changes with new IR and new web site. The next set of milestones could and should accelerate the next set of changes.
2 of 2 (apologies, one response was duplicated!)
“Then there is Ukraine & Russia, America involved again and in the Ukraine you have the Azov battalian, basically Natzi that have killed over 10,000in the Donbass region”
There are ways of approaching this subject, and this isn’t the best way. It’s a very sensitive topic as people have formed very deeply entrenched views. I simply suggest that anyone who wants to understand this reads about the history of Ukraine since WW2 and in particular the events of 2014. Then look into the background of Zelenskyy and his business partners. Add to that the way Anthony Blinken works and how he aligns to Henry Kissinger. Only then will you be equipped to form a valid opinion. I’m not going to tell anyone what to think, it’s up to each and every person to make their own mind up.
“NATO controlled by the deep state”
In short, NATO is controlled by the USA and their methods are covered in the film “Official Secrets”. A very accurate docu-drama.
“MRNA jabs should never have been used”
Some people agree with you. I don’t pretend to know enough on the subject.
“why do you think Sunak is in there and that guy in Scotland. Interested in your view”
Which guy in Scotland?
Sunak and his wife are extremely well off. Clearly he is in politics to influence and accumulate more wealth - the £160k a year salary is peanuts to him!
Easy answer to this though, he’s there for two main projects:
1 . Freeports
2. Digital pound.
Digital currency is just a big computer system. Sunak’s father-in-law owns most of Infosys. Go figure!
“the Government are not serving us, but why”
Of course. The current Conservative government are serving themselves. Look at how much Johnson has made since being booted out. The concept of “after dinner speaking” is a cover for paying large amounts of money for influence. And he’s been busy making an awful lot of money:
https://www.opendemocracy.net/en/boris-johnson-millions-prime-minister-earnings/
1 of 2:
I know that you have a reputation for, frankly, being a bit bonkers carter, but there’s usually a thread of truth in much of what people brush off as fantasy or conspiracy theory. Let’s unpack all of that because it’s actually very interesting….
“the government are representing the elite”
The Conservative Party represent their donors. Not only is that clear from their actions, but Suella Braverman admitted that in response to an interview question on camera in the entrance lobby to the Palace of Westminster.
“whether that’s Pharma Bill Gates the Banks”
Neither. Unless you have any evidence, but I’ve looked at a lot of registers of members interests and none of those have ever been mentioned. Oh, banks? Actually some potential corruption, but saying “banks” is a generalisation, there are many financial institutions with their fingers in shady places. Most evidence points to fossil fuel companies though.
https://www.desmog.com/2023/04/21/tufton-street-linked-donors-have-given-630000-to-the-conservatives-since-sunak-became-prime-minister/
“this was all planned 10-20 years ago”
Well before that. Ok, let’s qualify that…. Depends what you mean by “all this” but I’m referring to the Thatcher years when Milton Friedman influenced the UK economic model thru Reagan and Thatcher. But that of course has a preface in Chile - the Pinochet years and before. If a you’re not familiar with what happened to Chile, I strongly suggest reading up on it.
“All the large Company’s will be Stake holders, the smaller Companies will be pushed out”
Depends on what exactly you’re referring to here. It’s already a bit of a fait accomplit: Amazon, etc.
“About net zero, what a load of tosh”
Net zero is just appeasement to the public for only making small changes in response to climate change. That’s all.
“that will be food as well”
Not sure re referring to?
“and that control will also come through CBDC”
Ah, yes, this is really interesting, but in a simpler way than you seem to be inferring.
https://www.bankofengland.co.uk/the-digital-pound#:~:text=to%20make%20payments.-,This%20type%20of%20money%20is%20known%20as%20a%20central%20bank,be%20stable%2C%20just%20like%20banknotes.
https://www.gov.uk/government/consultations/the-digital-pound-a-new-form-of-money-for-households-and-businesses
“15 minute neighborhoods will be slowly pushed around the Country”
I don’t believe a single word about these. Why? Because I already live in one. I can go around the whole town where I live, by car, in exactly 15 mins. That’s why we moved here. It’s convenient, it’s pleasant.
“As for Covid, that was a smoke screen for all that’s coming”
No it wasn’t, it was a complete surprise to all. Happy to be proven wrong, but I’m confident that ain’t going to happen.
“Sarscov2, it was doctored using G.O.F in Wuhan”
Maybe it was, but you and I will never know.
I know that you have a reputation for, frankly, being a bit bonkers carter, but there’s usually a thread of truth in much of what people brush off as fantasy or conspiracy theory. Let’s unpack all of that because it’s actually very interesting….
“the government are representing the elite”
The Conservative Party represent their donors. Not only is that clear from their actions, but Suella Braverman admitted that in response to an interview question on camera in the entrance lobby to the Palace of Westminster.
“whether that’s Pharma Bill Gates the Banks”
Neither. Unless you have any evidence, but I’ve looked at a lot of registers of members interests and none of those have ever been mentioned. Oh, banks? Actually some potential corruption, but saying “banks” is a generalisation, there are many financial institutions with their fingers in shady places. Most evidence points to fossil fuel companies though.
https://www.desmog.com/2023/04/21/tufton-street-linked-donors-have-given-630000-to-the-conservatives-since-sunak-became-prime-minister/
“this was all planned 10-20 years ago”
Well before that. Ok, let’s qualify that…. Depends what you mean by “all this” but I’m referring to the Thatcher years when Milton Friedman influenced the UK economic model thru Reagan and Thatcher. But that of course has a preface in Chile - the Pinochet years and before. If a you’re not familiar with what happened to Chile, I strongly suggest reading up on it.
“All the large Company’s will be Stake holders, the smaller Companies will be pushed out”
Depends on what exactly you’re referring to here. It’s already a bit of a fait accomplit: Amazon, etc.
“About net zero, what a load of tosh”
Net zero is just appeasement to the public for only making small changes in response to climate change. That’s all.
“that will be food as well”
Not sure re referring to?
“and that control will also come through CBDC”
Ah, yes, this is really interesting, but in a simpler way than you seem to be inferring.
https://www.bankofengland.co.uk/the-digital-pound#:~:text=to%20make%20payments.-,This%20type%20of%20money%20is%20known%20as%20a%20central%20bank,be%20stable%2C%20just%20like%20banknotes.
https://www.gov.uk/government/consultations/the-digital-pound-a-new-form-of-money-for-households-and-businesses
“15 minute neighborhoods will be slowly pushed around the Country”
I don’t believe a single word about these. Why? Because I already live in one. I can go around the whole town where I live, by car, in exactly 15 mins. That’s why we moved here. It’s convenient, it’s pleasant.
“As for Covid, that was a smoke screen for all that’s coming”
No it wasn’t, it was a complete surprise to all. Happy to be proven wrong, but I’m confident that ain’t going to happen.
“Sarscov2, it was doctored using G.O.F in Wuhan”
Maybe it was, but you and I will never know. Not worth