The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Evening WIP. The after hour sells look like institutions selling. Rather perplexed at their sp end of play but that was before aftermarket activity...If I was in GSK given those sells and the concern regarding their split this week I would derisk into something that has something in various pipeline activities, not to disregard ipr that is promising but on hold due to priorities of finances.
As you mentioned GSK are rather at odds with themselves.
It's getting very interesting.
Surfie. My advice given your comment. Sell. And be happy. Put in a premarket sell order and be happy. I mean why waste time posting about how long to wait? Unless you are desperate. Desperation is not a good attitude in shares. You sound like you need to invest in BRH. I read earlier a savvy poster advised we are effectively doomed here who rates them.
Some individuals can be sly don't you think?
Holy camole!
Right my never ending point re GSK!? Go look at after hour trade shares there. They are bailing wanting to know about New GSK IMO. I mean serious selling. Pound to a penny there are sells placed tomorrow before markets open.I will put my chicken fajitas on it that we get some interest tomorrow.
Seriously look at the after market sells. If there's a cure for it baby we got it (ongoing) baby we got it.
A corporate action can also be a merger or acquisition of parts of a company, or a spin off company. I'm not sure how it affects ipr patents if held in other countries. I assume if they are approved or held abroad then it costs a bit more to acquire (1802 patent improvement update soon in USA) or different companies get the rights to certain areas and get a slice of the cake.
All very intriguing given GSK are due to report this week re splitting itself into the vaccine side and the new GSK focusing on cancer. Which the latter most probably need molecules to keep their shareholders and institutions happy. They ain't happy at the mo!
In full agreement. The Edison report 5th May shortly followed by sly and senator... shortly followed by subscriptions. Edison are very particular if they put pen to paper in a positive report
London, UK, 5 May 2021
Sareum Holdings (SAR): Treading the TYK2 trail
Kinase inhibitor specialist Sareum develops small molecule therapeutics with application in oncology and autoimmune disease areas. Lead asset SDC-1801 targets the autoimmune space and is nearing an inflection point, with a planned clinical trial application (CTA) filing in mid-2021 and clinical progression in Q421. The other candidate, SDC-1802, is focused on cancer and holds first-in-class promise with value to be unlocked with clinical validation. The out-licensed assets, SRA737 and FLT3+Aurora kinase, are currently de-prioritised but offer upside potential on revived activity.
This is how Edison describes itself, note the last bit re virtual meetings and shortly followed by HNWIs subscriptions
About Edison: Edison is a leading research and investor relations consultancy, connecting listed companies to the widest pool of global investors. By focusing on the volume and quality of investors reached - across institutions, family offices, wealth managers and retail investors - Edison can create and gauge intent to purchase, even in the darkest pools of capital, and then make introductions via non-deal roadshows, events or virtual meetings.
We know things are happening in the background, we know things have been delayed like pretty much every other company, we know we are due updates on multiple avenues, so any tyre kicking imo implies we are getting news soon and I'm banking on great news.
Imo dyor etc
Steadydanny
Hi WIP.
Great Post. FWIW I just put a post on one of the big guys sites re an inclination to Sareum. They have few posts but guarantee they get readers sat quietly.
In all honesty I think things are afoot. If I was GSK I'd invest in Sareum in a heart beat.
Hi Nervous. Appreciate you like things British, homemade. I'm up for progress in research. Wherever it comes from. A little company I know have some great ipr that are apparent re what may alleviate the merck issue. Actually UK based. some on the back burner that needs further investment as it requires further funds. But that's the back burner stuff!!
You want to wet your whistle? Need some promising research? I think you can join the dots. Have a good read of their ipr and rns's.
Also a poster on GSK LSE at 0813 today put the link to the DM Financial report re GSK announcing changes this week that I spoke about.
It's also worth reading the sentiment of the posters after. They are not happy bunnies. Dividends being reduced is not a good thing.
GSK need products that are advanced and they need them yesterday to keep institutions and pis invested.
I personally think we are in for some rather noteable updates.
Might be why the silence. Thoth called it. Other great posters on here also advised to sit on hands.
I think we are very cheap given our mc and ipr etc.
Following on from my post yesterday GSK £8b due to proposed division this is from GSK news on lse
Share PricesGlaxosmithkline Share PriceGlaxosmithkline Share NewsMerck KGaA, GSK end partnership on former cancer drug hopefulGlaxosmithkline Share News (GSK)GSK
Live RNS
Share Price Information for Glaxosmithkline (GSK)
GSK News GSK Professional News
Merck KGaA, GSK end partnership on former cancer drug hopeful
Thu, 30th Sep 2021 16:36
FRANKFURT, Sept 30 (Reuters) - Germany's Merck KGaA
and Britain's GlaxoSmithKline on Thursday
ended their collaboration on cancer treatment bintrafusp alfa,
once seen as one of Merck's most promising experimental drugs.
Merck said the move was a mutual decision, mostly due to
disappointing lung cancer trial data, adding that no milestone
payments were made by GSK and no future milestone obligations
remain.
Merck KGaA said in January that a late-stage lung cancer
study, which was testing bintrafusp alfa against U.S. namesake
Merck & Co's bestseller Keytruda in a certain type of
lung cancer was stopped early because the drug was unlikely to
show the desired effect.
GSK was co-developing the drug with Merck under a 2019
agreement that could have seen it pay up to 3.7 billion euros
($4.5 billion) to the German company.
Merck said it would end several remaining bintrafusp trials
including on lung cancer, breast cancer and bladder cancer. One
trial testing the drug against Cervical cancer would continue,
it added.
They are definitely on the buy. I even wonder if our delayed programmes such as FLT4 might be of interest given as Sareum state they are on hold for financial reasons.
Plenty of money at GSK and their shareholders are not happy. They need molecules to test.
Fingers crossed again
Celtic it's purely speculation. But certain reports maybe create a link which are worthy of pontification. Maybe you are one of the HNWIs.
But in the big picture things are changing re vaccines. I'd just really appreciate a live debate with parties on both sides to have a discussion.
Surely that would dismiss disagreements to those who are for and against and give a platitude of opinion. Until that happens I'm into cytokine storm technology.
Hi Celtic.
My opinion is that money has been played into Cambridge and Oxford discovery companies via HNWIs and ExScientia has recently listed on NASDAQ. The work at Oxford and Cambridge is huge and getting due attention. After a 1.1m investment from Bill and melinda in July. Check it out. Quite amazed at investment to listing personally. Also a similar amount invested here x4. Given we have a NED who was high up in GSK and they amongst other big pharmas are needing new ipr. AZ has been on fire. Read their RNSs. The splitting of GSK IMO says that they are derisking vaccines and focusing on other ailments that might include reactions that cause cytokine storms. I suspect they are legally independent. Does that help? If not please advise.
GSK splitting itself. One part focusing mainly on cancer treatments. £8billion fund available.
Happening this week. All the big pharmas been very busy paying top price for smaller pharmas.
An update re GSK. From DM Financial today. In a nutshell they have £8b to spend.
'Investors will learn this week how GSK plans to split its pharma and vaccines arm, dubbed New GSK...'
'The company which has been strengthening its cancer business, should have the fire power for deals - the spin off will land it an £8billion dividend and reduce debts'
This bit I like
' But concerns linger that New GSK will have to overpay for promising assets in a buoyant market.'
Promising assets! Assets that are progressing and showing positive results that are good enough for 4 subscriptions.....hmmm.....anyone know a company that has links to GSK and a bounty of 'promising assets'?.
Fingers crossed.
Andrew Hopkins. Ex Pfizer. AI to develop medicines. Oxford science Park. Struck partnerships with major companies including GSK. IN JULY received 1.1m from Bill and melinda gates foundation to develop a covid treatment that works for new variants. Look at our subscriptions dates.I then read physiomics 16th March 2010 update re sareum. I also remember who worked for gsk as SVO.
They were onto something. I worked for a pharma guy in 2010. High up. He was retiring. But got an offer he couldn't refuse to return to I believe texas to continue.
What if our ipr is part if the equation?
Ps not a telegram type of person. Read about their security issues. Happy to post my muses here as something is much bigger imo.
Don't have to read them as it's a bb and you can scroll on.
Not here for likes. Just decent analytical consideration. Some say bbs get tribal. I've seen that. But happy being a lone wolf.
Good evening WIP.
Absolutely agree with you re certain countries being answerable to themselves.
Might I add that despite 'us' being a minnow I think we have a board that are not going to give up easily.
This is part of Mr Parkers write up
John has extensive experience of leading large research teams and in the invention and application of new technologies to the drug-discovery process, with an excellent track record of delivering successful projects to clients and has authored or co-authored many patents and publications. The majority of patents granted to John cover composition of matter discovered in the multiple projects in which he has worked, with further patents covering technological innovations in the field. John is a member of the EPSRC Peer Review College and has a PhD in chemistry and a BSc in applied chemistry.
And then the rather extraordinary cv of Mr Owen.
I think we have a board here who have seen ahead of the big players and are going to be in that club. I don't necessarily see a takeover but a couple of licences in the offing.
I'm really rather thinking this company has got balls and ipr that will make the Novacyt rise look like a pimple.
Imo.
That's why I'm holding.
So much news to come. 1802 USA patent improvement approval possibly end of this month. Theres more to this I believe. 737 acknowledged by Sierra who have AZ onboard. DD here bound to have happened. Trials being organised and partnerships ongoing.
I'm mainly here re advancement of cytokine storm treatment. I would really like to think FLT3 has some news soon. That I think is the woodshed ipr that may surprise. Significant subscriptions. Just my thoughts. Oh and 1801 ....well that speaks for itself.
Just a muse but as its Friday what is it that particularly interests you here that you think might be the next news?
back along after some research and some decent posters on here.
Personally I wouldn't have a clue how to mine bitcoin so investing here for me is the next best thing.
Really interested about the patent pending and the hydro electric facility.
What I do know is the bankers are running scared as the FIAT system is just a printing machine that is untenable imo. Article in DM Online today from head of Nat West says BC is not a good investment.
Let me translate....we (the banks/treasury)are not in control of BC and so we (the common folk) should not invest.
Yeah like they ever have our best interests at heart.
So I'm happy here and look forward to seeing this unfold.
Best regards Steadydanny
I don't think we are in the slow lane. Cytokine storms are I believe going to be ever more noteable if reported correctly. I think things are happening as we speak to assist. This science re cytokine storms is if you read the right media is being jumped on by everyone who can. I think we offer the best position re results potential.
I think our ipr will become apparent in good time globally.
On another board I believe they say 3 months for a patent to be approved. Just what I read. I think the complexity is a factor. But I believe we have some protection as the patent will now be 'patent pending'.
I got on here not so long ago when I read I believe Londonboy making a good case here re algorithms etc. Just like to say thanks.
The greener the coin the more it's worth imo.
As I mentioned before there is more to come re AZ. I wouldn't be surprised if we get a RNS tomorrow re Sareum's ipr and interested parties.