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I’m sure SAR could have included this intent to partner with Peel in the update RNS on Monday.......there will be a compelling reason why they didn’t, which IMHO is the next news which may well drop before Tuesday
GLA
Hi All
This is an interesting article on Endpoints. Gives indications of how much large pharma will pay for the right drugs. Although the take over price is $11Bn, a 7% owner in the drug said it’s undervalued based on future sales.
With our pipeline portfolio, if we are an attractive opportunity to any large pharma, then our future revenue value over the term of patents will be very significant. Tick tock tick tock large pharma.
TYK2s are the next generation of medicine!
https://endpts.com/ahead-of-closing-11-5b-acceleron-buyout-merck-is-on-the-hunt-for-more-deals/
Although it’s sad to read/realise, the inevitability is that the virus will eventually mutate enough to render the vaccines useless - it’s what viruses do and the reason there are different flu vaccines each year.
The good news is that our offering into the therapeutic arena will not be hampered by the evolving variants as our treatment works on what the virus does to the body and its innate fight to kill the virus which in turn causes the inflammatory over reaction - the ‘cytokine storm’.
For those in the know, SDC-1801 has been shown in government funded experiments to reduce the cytokine storm without increasing viral load. It was considered superior to dexamethasone which has been the main standard of care for hospitalised patients suffering from a cytokine reaction since the early days of the pandemic.
ATB
Hi Thoth - and Pandions pipeline is not too dissimilar to ours......oh and we 2 nearing preclinical completion, one on the shelf, a patent to formulate manufacture and a 27% stake in a growing CHK1 market.........tick tock big pharma are watching
GLA
Agree Potnak - the differentiation approach is new.
I particularly like this paragraph - * The Company is also in discussions around the clinical development of SDC-1801 in Covid-19 and is considering the possibility of applying for further UK government funding from the recently announced AGILE clinical development platform to advance the programme into the clinic*
We all know SAR are a tight ship and we could get news ‘out of the blue’
GLA
Hi All
I recall Thoth mentioning this recently.
https://endpts.com/house-passes-two-bills-on-continuous-manufacturing-stockpiling-ahead-of-future-pandemics/
Not directly related to us but certainly could be in the future. Dexamethasone is considered a ‘generic’ and we know we are ‘superior’.
Have a great weekend and looking forward to the next 2 weeks
IMHO - the gap between the results and conference may well be strategic. I predicted a couple of weeks back that the CTA announcement should come before the end of October if there is a chance of getting approval before Christmas so as to start in the New Year.
I believe, they will wrap up the results and then in short order confirm CTA is in before the investor meet. For sure, the HNWI’s will be wanting SAR to stick with the declared time line.
GLA
Hi Sixthavenue
In recent years the board got some stick about public relations and started doing the investor meet seminars. Think this will be the fourth.
They are good for us as we get some solid information flow. As potnak says, they have to be careful around price sensitive topics but we can extract good information.
ATB
Morning All
Fair to say the results are slightly late compared to previous years, also fair to say they have likely been busier than previous years.
It is know the BoD’s read this BB so a ‘nothing burger’ RNS to alay worries!
GLA and get those questions ready. I know what mine are.
Hi All
We may see an extension to the release of the finals like we did with the half year results. I’m sure there are rules around the reporting and they can extend by 1 month. The half year results did this and then we had the jump and HNWI’s jumping onboard.
So, what could be the reasons for the late release of the finals???? On average (based on calendars, we are roughly 5 business days late). Any further delay and I’m sure we will get the delayed release RNS.
GLA
Hi All
You may remember the Half Year results RNS that was issued 23 April 2021, it contained this ‘nugget’ which is obviously linked to the Crystalline Formulation patent.
* A robust manufacturing route has been developed to produce the SDC-1801 active ingredient under Good Manufacturing Practice ("GMP") conditions for both preclinical and clinical studies, and a specialist Contract Manufacturing Organisation has been appointed to provide GMP material for clinical trials*.
The organisation mentioned is more than likely the Sterling business mentioned in the patent.
Next news will IMHO be the CTA announcement and chosen autoimmune indication(s) selected for our first in human trials.
GLA
Hi All
You will remember a couple of weeks back I predicted this week for notice of the CTA for SDC-1801 to be announced. It will take a good few weeks to approve and I suspect they’ll want it approved before Christmas to start in earnest Q1 2022
Tick tock
Hi All
The finals are certainly late. I recall the half year results were delayed by a month by the bod and IMHO was to get the covid results rolled in.
So what could be holding up the finals......???
GLA