Member Info for Steadydanny

Mike you are missing one key point. The lths invested early as they understood the potential of the many fundamentals that had a promising future, and are most likely to have an opinion on where they wish to sell tranches.
Naively you assume they just stumbled into investing some years ago into Sareum on a whim, but the price remained pretty much static for a considerable time. But they held. Could have shifted the funds elsewhere. But remained a holder.And some of them (ps if any lths that read this board but never post I'd greatly appreciate a back up here) may read your posts which tbh are slightly derogatory to investors here given the posting here that is informative and positive and backed up with sentiment.
You don't back any of your sentiment to challenge the science.
My point Mike. Do you consider yourself a better investor than the lths who when/if their decision to sell some at their price they may just start trading sareum and assist a market at their choosing.
You wrongly assume you know better. Bet they could trade you under the table.

Note the last paragraph. They need to sort their pipeline r and d for investors to stay interested. Their mc would take a thrashing if they don't pull out some rabbits. New GSK needs new blood and new ongoing products. Also I see the last two printed trades today......fill orders?...

Sharecast News) - Analysts at Berenberg reduced their target price for shares of GlaxoSmithKline from 1,625.0p to 1,540.0p, but stood by their 'buy' recommendation on the shares, pointing out that the company's exit from its Consumer healthcare division was now closer and arguing that the stock remained "fundamentally undervalued".
On the flip side, the pharmaceutical giant's pipeline had not played out as hoped in 2021.

Berenberg also saw stasis on returns from GSK's investments in research and development.

The analysts estimated that the company would generate a return from R&D investment of 6%, which was below its 8% cost of capital and in line with the previous two historical cohorts.

"Time is running out for management to deliver positive pipeline progress. Without Consumer Healthcare from mid-2022, "New GSK" will be increasingly exposed to its pharma R&D fortunes," they added.

So a subtle hint I believe to the Merck situation....and imagine nearly 10% of their mc being lost due to no promising pipeline r and d....
And here were some of the attendees at COP26 today.....lots of networking going on and nudge nudge wink wink we have a few things in our sights...that's my thought only dyor etc

Attendees at the event at London's Science Museum included
JPMorgan Chase & Co Chief Executive Jamie Dimon,
Blackrock CEO Larry Fink and bosses from GlaxoSmithKline
and Darktrace.

Best regards Steadydanny

I think we have been played since mid August and they wanted to reduce the price with some shakes and womble attempts at getting shares.
Unfortunately for them I believe the majority of shares are in very firm hands and the genuine posting on here without ramping has seen new buyers realise this is not a pump and dump company. So the only thing that should genuinely happen is the price to rise.

Cheers mafuta. Good point. I can't believe some of the posting. Ps that's from a chap living in East Devon. It dosnt always rain....but off for a coastal walk tomorrow at sun break again.
Definitely some spurious posts here lately.
I know whose posting I respect. Yours amongst them .

Oh and this re bill gates and gsk back along ...Emma and a bun fight ongoing etc etc
NEW YORK -- Bill Gates announced today that the Bill & Melinda Gates Foundation will provide $168.7 million to PATH for its Malaria Vaccine Initiative to develop vaccines for malaria – a disease that kills thousands of African children every day.

The PATH Malaria Vaccine Initiative (MVI) is working with GlaxoSmithKline Biologicals to develop a first-generation vaccine candidate, known as RTS,S, which could become the first-ever approved malaria vaccine.  With the new grant announced today, MVI will support the development of next-generation vaccines that could provide even greater and longer-lasting protection.
Those who have partaken in discussions here will recall I noted the malaria element re sareums ipr.
Almost feels like patent considerations board strategy and science discussions here are being drawn to a dismissed discussion.

He is part of the COP 26 summit. Of which Emma Walmsley is a speaker. Needing to appease Elliot investment. Pound to a penny our submarine patent surfacing 14th October prior to result I believe 26th Oct is rather noteable.

Madd. I assumed you read my post re submarine applications before. If not...this is dictum mum pactum re submarine patents

Therefore, when the patent examiner “allows” your patent application, you do not let it “grant.” That would start your 17-year term. Rather, you file a “continuation” to keep it “underwater” or “pending.” During this time, competitors develop and adopt the technology. Once the industry embraces the technology, you finally allow your submarine patent to “surface.” This starts your 17-year patent term. However, now the technology is ubiquitous and you have greater leverage to force a settlement or payout.
So it's not necessarily about it being granted! It's a submarine patent!! So a continuation or pending can be reported in a RNS.
I doubt an epistolary RNS will be as per usual between the board and investors. I expect more than that.
Best regards Steadydanny

Madd your post re timboo was spot on. So I'm sure we appreciate the heads up big time. The fact it is not necessarily granted is that it's a submarine patent. So they can release their research, aka breakwater, but can also be granted a continuation if they wish. So thus request a non grant of patent application.
Here's the clever bit. Anyone who follows that submarine patent pending disclosure with future experimental processes will be liable to paying sareum royalties et al.
Personally I think it's as big as you can get.
That's my opinion.
Let's see what tomorrow and the week brings.
Been some shaking here. That's not a coincidence.
Dyor. Imo. Etc

Hi Boil. Re your post that might have been overlooked. This was from the Edison Group earlier in the year re TYK2 and Sareum.

Safer than predecessors?

By virtue of their TYK2 specificity, Sareum’s lead candidates aim to circumvent the toxicity overhang associated with non-selective activity of first-generation JAK inhibitors. TYK2 class leader Deucravacitinib’s (Bristol Myers Squibb) Phase III success in psoriasis (PS) offers encouraging read-across but we expect Pfizer’s Brepocitinib, with its similar TYK2/JAK1 selectivity to SDC-1801 to be a better benchmark with Phase II read-outs in 2021 having a strong bearing on SDC-1801’s market perception.

Decision on lead indications strategic

The autoimmune space is highly competitive (dominated by big pharma) and while PS will be the likely focus for SDC-1801’s Phase Ia clinical study (easiest to recruit; potential c $40bn market, albeit a very crowded one), we expect Sareum to get better mileage from prospecting other, less explored, autoimmune conditions such as lupus ($1.9bn market but less crowded) and inflammatory bowel disease (IBD - $16bn market) where its dual action may offer greater therapeutic gains.

Limited funding headroom

Despite stringent resource management, Sareum’s liquidity position remains constricted (cash runway lasting till Q421 at current run-rate) with valuation potential contingent on timely raising of funds to take SDC-1801 to the clinic.

I'm not sure some 'new' ( despite invested for 2 years) posters read the details but swing their nuts into a bb on a Sunday prior to trading following the other October news re the submarine patent breaking water.
Anyone else find that odd?
Also to assume re the golden ticket of corporate experience without saying whatever area then what is their point? Just read their previous posts.
I think the wombles are getting a bit more astute at trying to bring consternation without being caught. Then get their mates to back their post.
No mention of anything tangible re a discussion that has a means to back it.
Best wishes all and I will be reading posts here tonight that I suspect are going to try and kick the can.
Ps re global corporate experience. Not directly 'trading 'but direct relatives who probably wipe the ground of your experience.

Hi trading. Respect your opinion and experience.
Things though have definitely changed in the last 30 years. Things definitely happen quicker nowadays.
Shareholders and institutions are quick to realise opportunity. And when opportunity knocks ....

Best regards 'Stangedanny'

Hi HBD.
Great thoughts as always. Re the failed programs I wonder if you might be alluding to Merck and GSK going separate after many years of collaboration
albeit sticking with the ovarian cancer program.
As we know Elliot has invested heavily in GSK (Billions) earlier this year and want a shake up there. They have Emma Walmsley in their sights. They want directors who have scientific backgrounds and pharma knowledge. See where I'm going.....other insider experts have predicted that large pharmas need to increase their library of research and will have to pay a top price for them.
Also worth noting GSK do mention that the stage at which they like to get involved in is where our key research are.
A lot of appeasement and rabbits out of hats required there.
Final point Emma Walmsley is one of the speakers at the COP26 summit this week. Suspect she wants to shine a light on the upcoming GSK split and New GSK are needing to have products to keep investors, institutions and especially Elliot happy.
The timing of the submarine patent surfacing seems rather timely for possible major pharma intervention wanting to say they have something that the world will get to hear about.
Only a muse the last bit but would definitely put GSK in a much needed better light.
Best regards Steadydanny

Since this has broken water the overtime going on this weekend and all nighters being undertaken with the pharmas scientists globally and patent experts and commercial lawyers and institutions etc etc.....and I suspect walkers are putting in a double shift making jumbo wotsits :-)
Exciting times.

Hi Ahfam also this, note point 3 re manufacturing
Patent applications: the three criteria

Patent applications must satisfy the following three criteria:

Novelty
This means that your invention must not have been made public – not even by yourself – before the date of the application.
Inventive step
This means that your product or process must be an inventive solution. It cannot be a solution that would be obvious to a manufacturer. Take the example of a different attachment method. Instead of welding the tubes of a swing together, they might be screwed together. This may well be a new method of making swings. But for someone involved in making them, it is too obvious a solution to be called an inventive step.
Industrial applicability
This criterion implies that it must be possible to actually manufacture the new invention. In other words, you can apply for a patent on a new kind of playing card that is easier to hold than existing cards. But you can’t obtain a patent for an idea for a new card game.

These rules are laid down in the Patents Act 1995

So it must be able to be manufactured that is a unique type of novel crystalline molecule. That timboo mentioned elsewhere that the x Ray part of the patent was very noteable in allowing acceptance as a precursor.
Also the the WIPO part of the link showed we were the only other company that came up on searches for similar technology. A further 2 with our name on them.

Hi Ahfam.
I'm not so sure about that but the whole principle of a submarine patent is that we can let the world know about the scientific technology which we canthen go underwater again.
But if you are right re RNS...then what about an EQS?
I remember back in August you bringing into the posts il6 .
Happy days chap.

Sorry but you are wrong zylo. Read my post ...this bit is very relevant...its a lot to take in

Therefore, when the patent examiner “allows” your patent application, you do not let it “grant.” That would start your 17-year term. Rather, you file a “continuation” to keep it “underwater” or “pending.” During this time, competitors develop and adopt the technology. Once the industry embraces the technology, you finally allow your submarine patent to “surface.” This starts your 17-year patent term. However, now the technology is ubiquitous and you have greater leverage to force a settlement or payout.
So it's not necessarily about it being granted! It's a submarine patent!! So a continuation or pending can be reported in a RNS.
I doubt an epistolary RNS will be as per usual between the board and investors. I expect more than that.

Exactly Basser as I posted earlier in the week re submarine patents (see below) it could well be about the patent having such a novel property that it gets multi licensed, Royalties etc...here was my post
Submarine Patent14 Oct 2021 19:01

I'm no expert on patents but did a bit of research. From what I understand we don't have to release its details as any company that uses is in effect paying royalties if their technology advancement finds a future use to said updated patent. Which can remain 'underwater. So this is a copy re submarine patents
The key difference between the pre-1995 17-year patent term and the current 20-year patent term is the start date. Currently, once you file a patent application the clock is ticking down on the 20 years. There are provisions to add some time to that 20-year calculation. These provisions mostly account for government delays like slow patent examination or hold-ups in the FDA approval process.

However, the 17-year patent term only starts when the patent actually issues. Therefore, when the patent examiner “allows” your patent application, you do not let it “grant.” That would start your 17-year term. Rather, you file a “continuation” to keep it “underwater” or “pending.” During this time, competitors develop and adopt the technology. Once the industry embraces the technology, you finally allow your submarine patent to “surface.” This starts your 17-year patent term. However, now the technology is ubiquitous and you have greater leverage to force a settlement or payout.

As in we have wet there whistle per sei and they will all be following the concept with their own r and d. But we hold the overall patent for anything they develop that is linked to our patent.
Question is which big pharma wants first hand access to the applicants/inventors and at what price? Bidding frenzy incoming? GSK needing scientific directors as per Elliot consternation of leadership? Or they copy the concept and if successful we get royalties.
This could well be a momentous occasion. Not just for sareum but for scientific research.
Best regards Steadydanny

Hi Barnowl.
you might want to look at placing a pre market purchase order. The likes of which investors depending on their research decide if there will be an early run (maybe continued) on mm stock ( or just watch the spread after 8am ...if it increases since Friday it could indicate they have an influx of purchases and charge accordingly and the sp opens on a bounce.)
It's upto you to decide on the sp you want to pay if you do one but an increase of cop Friday sp would be advisable. They don't always execute though.
But it's your choice.
Also as matufa mentioned we have had some disingenuous tyre kicking here before and given the radio silence it's likely nerves and anticipation are being tested. Especially given the positive posting by most here. So I genuinely say it was a misunderstanding.
As James said I believe they have been stocking up. I absolutely agree. Been some shaking since Aug 19th and spurious sells to drop the price and shake those who are possibly not so well placed.
Welcome to the board.
Fwiw I would look out for incoming posts following digestion of the patent find from thoth, sog, rmm amongst others. Its a cracking board here.
They even put up with my muses so they are a tolerant lot :-)
Steadydanny

Hi Desa if you haven't already read it I suggest a read of timboos post on the 'other site' not sure if it can be copied and pasted.
This guy knows his onions re patents and has assisted GSK defending their patents in the past.
The one at 1203 is very very encouraging and mentions the patent would probably be measured in billions. He mentions the xray part of the patent also, ie a bit of the science.
Goodness knows exactly what this all means but it's definitely positive. He mentions seeing if any competition globally, apparently the only 2 similar things are logged with....you guessed it sareum.

The page re WIPO World Intellectual Property Office stipulates that the compound from what I can see is global including China. All of the countries are in alphabetical order. And also it then specifies the US states in order.
I think I'm reading that right, please advise...if so that is massive. Bloody expensive. But worth the money by the sounds of it.
Really looking forward to hearing the science guys on this. Wow.

Ditto Blastoid. Really looking forward to those who understand this better giving their thoughts.