Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
No mention re SRA737 in yesterday’s presentation - at least on this link
https://www.marketscreener.com/quote/stock/SIERRA-ONCOLOGY-INC-33296232/news/Sierra-Oncology-nbsp-Corporate-Presentation-June-2021-35503141/?utm_medium=RSS&utm_content=20210602
Well said Stoney - Some members would do well to read through the historical RNS’s - all available on this page - the original agreement with ICR/CRT/Sareum is July 2005. The licence to Pronai (later Sierra) is Sept 2016. There are lots of ups and downs to be seen including for 6 months in 2008 when shares were suspended while they worked out a possible way forward.
There is a science program on the BBC Sounds app called ‘The Infinite Monkey Cage’ which is co presented by Brian Cox and Robin Ince which usually includes 2 other scientists and also a TV personality/comedian. In series 18 recorded in July 2018 there is an episode on immunotherapy which covers a lot of the things we have been discussing on here recently and which I would highly recommend listening to.
Only a month after half year update where there were no mentions of further delays - perhaps further developments which mean they know their time will need to be concentrated fully on the Covid side - also no mention of potential cash problems which perhaps means they are reasonably confident of funding through the AGILE platform.
Looking at the last accounts if I have done my calculations correctly there were 202,845,365 options outstanding of which 192,845,345 were accounted for by the directors leaving 10 mill to be for others such as this consultant.
This paragraph has been in th annual accounts since 2019
In addition to the support provided by the Company’s retained professional advisers (Nomad, broker, investor relations, lawyers and auditor), external consultants have been engaged to advise on a number of matters including research and development strategy and intellectual property management.
I have a relatively small portfolio of half a dozen shares and as well as Sareum, one other of those companies has also delayed by a month - it may be the auditors that are struggling to get through things as quickly during the Covid situation.
Reach is an investor communication service aimed at assisting listed and unlisted companies to deliver non-regulatory news such as marketing messages, corporate and product information. It is based on the existing RNS UK-Regulatory service and has the same levels of efficiency, control and broad dissemination.
Our chairman has retweeted an article that refers to the takeover of Kymab by Sanofi https://www.businessweekly.co.uk/tech-trail/funders/critical-role-crossover-investors
Apologies if this has already been posted - it was ‘received for review’ at the end of July 2020 and approved December but only showed up in my feed today https://www.pnas.org/content/pnas/118/6/e2015654118.full.pdf
In September 2013 Sareum entered in to an agreement with CPF and Bacit to develop CHK1. Syncona was formed in 2012 by Wellcome and in 2016 it joined forces with CRUK and Bacit. It currently has a portfolio of about 10 life science companies and is seeking in time to have 15-20.
There is an article re fun and games re trading and warning private investors - it relates to GameStop but could apply to any share https://www.google.co.uk/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwjUq6-rz8HuAhViTRUIHQG_CVMQFjAEegQIARAC&url=https%3A%2F%2Fwww.bbc.co.uk%2Fnews%2Fbusiness-55842994&usg=AOvVaw0OaNQDJBN7HaLaPywZrG6y
Edison seem to be an independent investment research company who as they say seem to think ‘Sareum are starting to tick the right boxes’ enough to give the summary with the pros and cons to their customers as a possible investment opportunity - so can’t be a bad thing.
Apologies if already posted ( hard to see amongst some of the recent postings) but a simple not too detailed post of where we are https://www.edisongroup.com/publication/starting-to-tick-the-right-boxes/28690
Tim and John used to work within a ‘company’ Millenium Pharmaceuticals (acquired by Takeda) - if you prefer this model there are plenty for you to choose to invest in. Tim and John decided to go their own way and do things a little differently.