Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Hi All
The following article and headline could easily be applied to SAR......
https://endpts.com/bristol-myers-antes-up-on-a-920m-partnership-play-for-a-next-gen-but-early-stage-bispecific-with-a-couple-of-unique-twists/
Won’t be long now
GLA
Hi All
As per Krone’s post earlier, this is another JAK that is failing. The market of potential competition is getting smaller.
Come on SAR get the toxicology results for SDC 1801 out and show the world of big pharma what we have!
https://endpts.com/abbvie-tacks-on-a-new-warning-to-rinvoq-label-as-safety-frets-crimp-jak-class/
GLA
Hi Utah - if it’s coming it will be this week. I’m expecting the results before the AGM to take the steam out of the meeting which could be a bit knarly based on the recent sp moving around. I’m not too concerned if it doesn’t come, but Tim did say by end of the year.
Looking forward to summer now jacinda has set us ‘almost’ free.
ATB
Hi Num4
Great post!
Regarding the many different indications/diseases/conditions that our SDC-1801 and SDC-1802 cover in their respective patents, SDC-1801 can treat over 30 autoimmune indications and SDC-1802 has over 55 types of cancers listed as potential indications.
So over 80 listed, inhibition of TYK2 and JAK1 is the ‘holy grail’ in the paradigm shift of treating autoimmune and cancer and we are patented around the world.....as Tim said, the autoimmune market will be worth $320Bn by 2026!
Thanks for reminding me it was Don Nicholson who stated “if you don’t have a TYK2, you haven’t been paying attention”.
This generational leap in understanding the treatment of autoimmune is a ‘penicillin moment’
GLA
Hi All
Wonder if Tim and John got an invite to the grand opening......being neighbours and all
https://endpts.com/eight-years-and-1-3b-later-astrazeneca-finally-unveils-cambridge-rd-palace/
Hi All
So we know we beat Pfizer’s tofa in studies a few years back. Ahfam is the man with the expert knowledge on this.
So Pfizer are dropping their TYK2 program and are currently flush with vaccine profits and will know only too well about us........could they be a potential mega deal suitor......thoughts??
GLA
Hi All
Just having a muse based on some posts and as always the relative silence from SAR. It’s always been about what SAR don’t say that moves us.
I still can’t believe that following the ‘superior to dexamethasone’ that there has been silence on this critical statement during a global pandemic. Add to this the recent tweet ‘in to the lab’ with no explanation and Parker’s ‘honoured’ statement. It is hard to understand that when governments are going at warp speed to battle covid that the bod is silent. Again, since this pivotal statement, we had HNWI investors and the appointment of Peel.
I recall Thoth (I think) suggesting that we may well have been selected for some ‘secret’ military run trials that would not or more likely could not be announced. A genuine question - do we think that our SDC-1801 could have been put into trials at say Porton Down?
Something just doesn’t feel right. Looking forward to seeing how this continues to develop.
GLA
Hi All
Copied from another collaboration
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Tick tock tick tock
Hi All
IMHO I believe SAR will on license before phase 1 trials for 1801. This is there business model and everything we have seen this year have been strengthening our negotiation position to maximise the value of the deal (patents, Edison, UKRI, HNWI’s and now Peel Hunt)
If you where a large pharmaceutical doing due diligence on 1801 you would certainly know about 1802 and would you leave one on the table for a competitor to snap up? You would be up to speed on what potential these compounds have.
GLA
Hi All
AstraZeneca is creating a separate division for vaccines and antibody therapies, the drugmaker said on Tuesday, to focus on its COVID-19 shot and the development of coronavirus treatments after a series of setbacks during the pandemic.
Wonder if they could be interested in a therapeutic that down regulates the cytokine storm and is proven to be superior to dexamethasone.........
GLA
If some are bored and want to understand more about our SRA737, go and find the AACR posters on Sareum’s website. I cannot recall exactly which year it was (I’m going for 2018), but the phrase ‘kills tumors’ and ‘tumor cell death’ was counted over 30 times on a single poster. It was the same poster that mentioned ‘striking’ , ‘significant’ and ‘compelling’ in the conclusion section.
GLA
You are correct Thoth.
With just our TYK2s we cover off over 30 autoimmune diseases/indications and over 55 cancers. For all the doubters or not well researched, go and read the patents......it’s all there in black and white!
The momentum of Sareum since early this year has been amazing. I’m not referring to the sp (which in itself is impressive) but I’m alluding to the preparation of the next stage of commercialisation. Every step being taken is purposeful and intended.
GLA
Hi All
A very very interesting article from endpoints.
Merck are diving into the cytokine space and desperate to get into selective targeting of the IL2 pathways. The article is strikingly similar to what SAR do and IMHO (as per Thoth) we have already patented the ‘building blocks’. Merck are looking to develop a combo drug to enhance Keytruda.
What is of more interest, now Merck are entering this arena so you can be sure their competitors are also scanning opportunities to get ahead in this evolutionary medical advancement.
Tick tock
https://endpts.com/merck-adds-another-cancer-and-autoimmunity-partner-as-deal-spree-continues/
Aurinia pharma on paper looks very similar to SAR with the exception that they have a marketed drug for lupus. I couldn’t find any IP data though. I’m assuming they have patents in place for their pipeline? We know that the all important IP is the value of biotechnology businesses.
We have that box ticked.
Therefore, we must look as equally attractive to perspective suitors.......but at what value????
WIP - you were almost there $4Bn would be $1.18 per share for us or 86p in Queens currency.
GLA