Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
Yes, his post confused me also, (unless I missed something) especially through part about China.
China has not started yet and starts this Q2, hopefully.
The only one near commercialisation is AZD1656, and which big pharma decides to take it up into commercialisation and P3 we may soon know.
Schalfenplanet, feel free to clarify, try to be more specific and not just read rns, which one? Your post earlier is confusing.
@schalfenplanet is talking about AZD1656 treatment for covid 19 patients., not the Chinese, US progress on #Ciz1b. Just needed to be made clearer.
"SGSC is a UK-based medical-charity led by a group of highly experienced academics and ex-pharma executives, that was formed to deliver much needed treatments to patients. SGSC's strategy is to take clinical-ready assets from pharmaceutical companies and to progress them through Phase II trials before licensing them on for Phase III trials and commercialisation, to create a return for investors and the charity alike."
On this we are waiting to see who takes interest and a lot can come from this.
Vincent we are still waiting for Cizzle to send the immunoreagents to China any day now.
Watching the sp of Sareum daily is self harming to be frank.
Set price alerts on an app, get on with your life and wait for the deals.
Agreed HBD,
Am expecting post P1 tbh, we have the funds and that's why I am happy and relaxed.
Sareum is in its best form I have to say. Gone are the days of placings and worrying not knowing what to expect. The path is clearer.
So far it sounds like,
We have funds for phase 1 and that is a go.
We expect Peel to bring in an Inst for a tidy percent of Sar
So, for Sar it's either a licensing deal post CTA prior to P1 or a takeover.
Or
Post P1, with good indications we expect a licensing deal for P2 or a takeover at decent amount.
So we wait. Which of the big fish will bite first?
Maid,
I did nudge you on this a little while back. I love the positive and encouraging posts as much as everyone else but as a fellow holder, tone it down a bit.
The constant we open blue, it's all going to happen today, rns incoming, it really doesn't help. It can give a small section of people false hope and leave them in despair when non of what you claim comes up.
A boom once in a while doesn't hurt but true as has been said this morning, if someone comes to deramp it's not good.
If you found a link on one of our compounds or anything related and you attach a boom, great imo. Waking up to, boom it's happening today because we opened 2% up blue on one buy. This doesn't help mate
Am in it with you so gla
T2,
You reckon before the deal is closed, GSK can go ahead and make such announcements?
In other words, Sierra is not dead via the t/o.
It just got superpowers and everything is now on overdrive. Momo is a done deal so let them now concentrate on the sleeping behemoth that will be 737.
All eyes on Sareum.
Depends on what the offer is for.
Each compound or the whole thing including the SKIL Platform?
2028 mfs
They deliberately set out to screw us, and if GSK while doing DD saw that, they would have used it against Sierra in negotiations.
Because am heavily invested in Sareum, I have a bias. Which reads, GSK was targeting 737 primarily. Sierra tied it's own hands with 20 f 28 and couldn't argue. Management get payed well and couldn't care less.
It's May, I'll wait for CTA and anymore surprises like C19, TR1s etc
We don't live forever Tim and Co, do something so I can spend this
20 f 28
This is what I meant this morning.
This sp could drift for all it wants.
End Game is all that matters now with Sareum.
Bounce, trade or sit for the deal(s).
I'll sit.
Maidit308
Love your posts and all but you might want to reconsider those two lines in the future.
They do no good, except get peoples hopes up without evidence and the subsequent let down later followed by vitriol posts has more of a negative impact on the board than anyone needs.
The red dot will happen when it's ready, apart from CTA which is certain, everything else, say hostile, ii tr1 or even GSK doing the unbelievable. I don't see your expected red dot.
Imo
Just another marketing opportunity to get Sar out there. Likely all that we are aware of, nothing new
Could also be that Tim didn't have time until last minute. Who knows?
They've sent it today, could be emergency. Who knows what Tim had to say. Hmmm
Rns anyone? What has caused this urgent last second rns.
NDA?
Is this you S H B, just this morning, now you're thanking RMM?
"Typical SAR 25 Apr 2022 08:52
Let this be a cautionary tale to the newbies as this retraces back to the 3-4p mark in old money.
Take a lot of what is written on here with a healthy pinch of salt. The optimism is based more on hope than reality.
Obviously we all hope this will take off at some point in the future, but don't buy the constant BS, from either side."
Optimism is based on reality, as RMM has exquisitely articulated. The details coming to light on this board on how well placed Sareum is against the competition. GSK's recent move that has us right In the middle. They could dump 737 that's true. But in reality, what do you think?
Lol
Laz
GSKs move has primed Sareum for serious possibilities in the short to medium term.
Everything is slowly coming together. And as we speak of a possible T/O. Why should any pharma sit by and let GSK claim everything.
Let the Bidding war commence.
Ndr50,
Most likely CTA like you said and everyone seems to think the same.
So much silence over the years and we are finally entering a rich news period.
https://twitter.com/Immortul/status/1516477194599641098?t=HAmzMVG-R55S9e9jj02o3Q&s=19
Feel free to spend 10 seconds and vote on the likely next news to drop on Sareum.
Num4
And how might they remove us from the equation. Am sure we can demand a very high price and if they refuse and pop up via TR1, gearing for a hostile T/O.
Can they afford to wait until Sierra is complete, what if the likes of Merck or Pfizer wade in guns blazing for Sareum.
Oh the anxiety.
Feels like a lot is about to happen to Sareum.
Just giving people a healthy eye watering distraction from the great posts today.
I too needed a breather to take it all in.
I wouldn't say no to 10 billion though, but I'll wait for the number crunchers to break down the potential for 737, then it's down to tug of war on sale.
Tim must be bouncing around his house like a baby high on sugar. He knows what's up better than all of us.
Happy days ahead