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so you mean

if the results were ****e, they would have no one to talk to and nothing to be waiting for other than, to release final results with the data with a massive begging bowl.

and

it is as expected and they are locked in talks with one or more parties, so deep under ndas with so many i's and t's they can't release it.

i like your foresight potnak, lightyears ahead. well discerned.

We can probably assume that if it is such a low figure.

But it's easy to cling onto that idea and keep pronouncing it as if it is true and it will sink in and direct most to start ranting in a negative tangent. Post after post without it being true.

As Damion put it, we would be better off raising on the market and retaining everything ourselves which will be clear to any suitor. The board are not docile. They were clearly caught short and mislead with RF, but one has to wonder how RF have survived doing this to so many companies over the years.

For now each day, brings us a step closer to that all deciding rns. Happy to wait and see what they have been doing.

Funding is likely important in deals but when there is potentially more than one able suitor to a molecule (speaking to partie(s)) i don't yet think it's an achiles heel for us.

A lot of clinical biotechs doing deals for way more are generally in a cash strapped situation. Even Sierra had a debt facility where there could borrow in tranches of $5m since 2018.

I think sar shareholders on here have by now theorised on every possible next step. Surprises can happen but i have faith in the board. If they were to accept an insufficient upfront, requiring a raise for 1802, may just be the situation but i have faith they can redeem themselves here. I hope.

That's a beauty Krone.

As long as the data is as expected, talks are definitely ongoing. As these take time, been here too long to moan personally, just going to sit back and let the board do their thing and make the announcement when they have it.

Rome wasn't built in a day. Bring on the deal or phase 2a

Here's hoping the best frankly.

Sigh

Absolutely agree HBD,

We only need to be better. They are at 40 mg twice daily. Our MTD range is 300 mg. With our expected significant advantages over competitors. What I meant being the same target. Certainly, the more the dose the more the sale but if Sars one a day is far more effective, no dose limiting side effect. I would do for our one a day as a patient.

"Why swallow two when you can swallow one"

Sarcrates (1801 to 1802 BC)

Personally, i don't trust drugs with two a day when there's one sitting there with one a day. Feels inferior.

Still a few days left in Q3. Still on time.

"The Company expects that further data, unblinded from drug/placebo recipients, including details of any mild or moderate adverse events and biomarkers of TYK2 and/or JAK1 inhibition, will be available in Q3 2024."

I mean this is him recently, It's supposed to be CriticalTHINKER, btw it's not a typo. Danny has the patience and will of a monk. He handles him with class.

"wolfofwallstreets: Criticalstinker...

Why not give us a boring post about submarine patents...

Level 2 mong Henry?"

His posts are hilarious.

Sounds like someone who's life is utter misery by choice. He claims Sar is worth nothing, but for years now is stuck on Sar. Reads and follows everything about Sar on both boards yet hates the company and is desperate for it to fail.

He's brilliant. Absolute nutter. Just scroll through his posts. I still don't know what SteadyDanny is doing over there. Get over here mate, your valuable posts will mean more on this board.

A Hostile Takeover you reckon Silverfoil. Interesting point you make.

Has happened, can happen. Others might make an official move, leading to suspension and multiple bids.

Any sizable buys would be spotted by everyone on here. Bids starting at £5, counter at £10, then £15. Now that would be crazy and welcome.

Place your bets.

Is gold. Comedy gold to be precise.

Sub two weeks to go, thereabouts. This week, next week or the one after.

Gla

Not every sell is due to a holder losing faith.

Life is always on and unwanted circumstances may manifest as well as deadlines. But a sell is a sell and it will have that impact. Only question is why are YOU here, Mike?

And that's genius.

Tim and Co playing 180D chess

Anyone got a good list for former P1 stage takeover deals.

And the £800m reference for each of the two molecules, was it Tim and at what stage was that in regards to again.

Hi Delta,

The data is all that matters and what doors it opens for Sareum. There is good reason for shareholders to be optimistic although on edge and especially for someone like Parker to be in that position, especially at this point in time. Imo

We are afterall, as he stated at a CRITICAL TIME in the company's history. Would you not agree this period we are in is significant. This data makes or breaks Sareum.

Dr. Stephen Parker, Executive Chairman at Sareum, commented: "I'm really excited to be stepping into the position of Executive Chairman at Sareum at this critical time in the Company's history. Tim's decision to transition to the part-time role of COO comes at a time when we have achieved an important milestone of positive data from the Phase 1 trial of our lead product, SDC-1801. I would like to acknowledge the immense contribution Tim has made since founding the company twenty years ago. I wish him well as he takes up his new role at Sareum and I'm very pleased that we will continue to benefit from his expertise and experience."

"I'm really EXCITED"

(I am concerned as I'd expect most shareholders to be faced with the limited info we have vs everything the board above know and have)

Reading the last rns again, just one last input. Am not trying to be a funny guy here.

Dr. Stephen Parker, Executive Chairman at Sareum, commented: "I'm really excited to be stepping into the position of Executive Chairman at Sareum at this critical time in the Company's history.

The fact he's excited, with all that he knows.

"The positive data from the Phase 1 clinical trial of SDC-1801 highlights the potential of our lead product and sets a solid foundation for the future."

Dr. Tim Mitchell, Chief Operating Officer of Sareum added: "After many years as CEO, I am looking forward to transitioning into the role of Chief Operating Officer. I will continue to support Sareum's mission and work closely with Stephen and the Board as we advance the development of our pipeline. The positive data from the Phase 1 clinical trial of SDC-1801 highlights the potential of our lead product and sets a solid foundation for the future."

The Science will have all the answers we seek in a few weeks. A little Patience. What's the next four weeks compared to the last 15 years.

I wonder what RMMs thoughts are now and if he still holds. Here's his take from last year.

1801 & 1802: In the second half of 2023 and assuming positive feedback from 1801's trial then things start to look very attractive. With 1801 up against psoriasis (market size currently $11.13bn) and 1802 going for say, prostate or pancreatic (market sizes £13.1bn and 3.62bn respectively) then I'd expect a SP heading towards £7. Add 737 into the equation (SCLC worth $12bn) and we should be somewhere between £8.5-9. Company valuation: So, if we were successful (big if 1 know) with 737, 1801 and 1802 then a TO value with a PE of 8 would take us to £68.

Reality Check: SAR's business model is to licence pre or post pre-clinical. If they stick to this model with 1801 and 737 is licenced then I'd be very surprised if a pharma didn't suddenly take a good look at the company. At £68 a share it would cost a pharma getting on for £4.6bn to acquire us. I think they'd be stupid to wait that long na matter how deep their pockets. Being realistic I think that as soon as 1801 gets past P1 we'll be looking at a potential acquisition price of £16 (32p in old money) which would reflect the risk value of both 1801 and 1802. For most of us that would be a great result.

We all hope for the highest if it's a takeover of course. As for 1801, as long as the data is as hoped, a deal is for certain. How much, we will soon know.

From AGM last year, summary courtesy of Ahfam3. With us waiting for data, the below might be appropriate glancing over, at this stage. Note Sierra were in the gutters financially but still got sold for $1.9b. It's the value of the molecule not current sp, imo

4.17- Dr Parker again reiterating that the upfront $4bn Takeda Nimbus Tyk2 deal underscores the great potential of this class. (We are Jak1/Tyk2 and Sareum believe we are superior as per RNS) "The magic numbers are really from the board when anyone's comparing figures from previous deals, it's not ramping, it's happened"

27:10- Are we being out competed as market is increasingly competitive now- Dr Mitchell advising 2 leading Tyk2 are pure Tyk2 which are allosteric. As we are dual Tyk2/Jak1 we could go down both markets and there is space for us and early clinical data will indicate how competitive we are in Psoriasis but also other auto. immune indications. So plenty of space and not concerned about being over competed and leading product give good validation for Tyk2

30:10- Is there clinical validation on Tyk2/Jak1 approach Dr Mithelladvising yes and of Pfizer who did phase 2 in Psoriasis and Psoriatic Arthritis which was very similar to us and they are also looking at Lupus (remember 1802 was tested successfully by the US Army in Lupus

57:13- Absolutely key we get 1801 into clinic, ph1b will be gamechanging as we will be able to compare against Pfizer and pre-clinically we have shown good safety,

1:03- Dr Reader very much gunning for partnering early or late clincial and also advising 1801 could be licenced and used in other indications- he has a suspicion that Jak1/Tyk2 pathway could be used in several different therapeutic areas

1:05- We have transformative products both for patients and financial- very confident these could be taken up by majors with very meaningful commercial discussions to be had regarding them. Product portfolio is already attractive and will become moreso as we succeed in getting into the clinic.

Source

https://youtu.be/1x1_ktQPLik?si=sQgoq4v5sCT2kMMi

Gla