Member Info for Woodlands

Sareum Ltd's COO, Dr Tim Mitchell, will be partnering at #BIO2026, June 22-25 in San Diego. Please connect through the partnering system to learn more about Sareum's class-leading, clinical-stage kinase inhibitor programmes targeting cancer and autoimmune diseases. #TYK2 #Chk1

No problems here. I did have previously but it seemed to resolve itself quite quickly.

Https://sareum.com/chairmans-corner/

https://sareum.com/chairmans-corner/april-2026/

Hi HBD, apologies I'm at work and simply copy n pasted from my LinkedIn feed, It worked for me but maybe that's because I'm logged in to LI. Hopefully the others will be able to use your link 👍

Dr Stephen Parker has shared the latest edition of the Chairman’s Corner, reflecting on our recent Half Year results and discussions with shareholders at our Investor Meet Company presentation.

The update highlights the restart of the Phase 2-enabling toxicology programme for SDC-1801, developments within the TYK2/JAK1 inhibitor field and how Sareum is ideally positioned to build on this momentum.

Read the full letter on our website here: https://lnkd.in/ehvC-K5G

#Sareum #Biotech #DrugDiscovery #AutoimmuneDisease #KinaseInhibitors

Nice to see someone buying 130,000 shares, maybe we will see a tick up in the sp this week.

Sareum's COO, Dr Tim Mitchell, is looking forward to meeting colleagues and potential licence partners at #BioEuropeSpring and #LSXEurope next week. Please contact him via the partnering systems to learn more about Sareum's class-leading, clinical-stage kinase inhibitor programmes targeting cancer and autoimmune diseases.

#Chk1 #TYK2

Hi Bobbler, I guess we should all be careful not to start projecting a lottery winning ending for SAR and all of the LTH. That said any takeover won't happen now, so 15p will be a distant memory. I suspect we will secure a deal for 737 which might inc a £million up front payment, this would remove the ? RE future funding and would automatically release the hand brake on the share price. So that could see us at least back to the 44p we were at in June 2024 and if Sareum then release an RNS in July confirming safe and successful conclusion of the Phase 2 trial the sp would likely breach the £1 mark. So if we are trading at £1 or above then I don't think anyone will be voting for a £1 take over offer. £2 maybe, so perhaps a x20 increase from today's sp wouldn't be so ridiculous, I haven't done the maths with all shares in issues + warrants etc but I think that would value the business at c£400million or £3 a share. Which doesn't seem so far fetched IF we get a commercial deal for 737 and IF the phase 2 trial is successful. I have been here long enough to sit tight for another 6 months or so and I think yesterday's presentation will have allayed any fears amongst LTHs and IF we get the news flow we are hoping for we should see new investors arriving.

I would tend to agree with the positive take shared by PCS, Potnak, bailiff and Sad-O. I note that PCS enjoyed reading the RNS and I think there has been a deliberate change in tone, perhaps previously they were too cautious. I tried to comment earlier on my mobile but sausage fingers didn't help hence waiting until I was at my desk. These are the very positive snippets that I think are new updates, or if not I had previously missed them.

1801

All subjects have commenced dosing.

Subsequent analysis confirmed the findings were unrelated to SDC-1801.

737

.......application protecting the crystal form of SRA737 drug substance, extending patent protection until at least April 2041.

Receptor.AI 

Building on the data obtained, a further batch of compounds has been designed and is currently being synthesized prior to early-stage testing.

I suspect trials using animals in the UK might be quite heavily regulated (https://www.gov.uk/guidance/research-and-testing-using-animals) and that there might be a limited capacity / waiting list and that Tim can't just drive a van around Cambridge with Stephen and John in the back armed with dog catcher poles. LSE won't let me insert a comedy picture of a cartoon dog catcher van. I'm still expecting an AI update before the restart of the tox trial which I suspect won't happen until Feb or maybe even March. SAR are operating in drug discovery not sheet metal cutting. The game changer for me remains any news RE a deal for 737 which puts a decent chunk of cash in the bank and I believe Stephen is working on this and that as he has said his retirement plans are quite heavily weighted towards a positive exit for Sareum.

Happy New Year PCS, I hope you enjoy Cornwall despite the weather and let's see how things look for SAR and the share price at Easter.

Having seen the share price drop from 29p to 12p no doubt some will have set targets to take at least some of their original investment out as the share price rises and 20p is a nice round number so we shouldn’t be surprised. Personally I hold the view that the science hasn’t changed if anything it has improved following the trial in Oz. RF was a F up no doubt but we have to move on, the tox trial explanation was opaque, I think with good reason, so I went along to the AGM to hear for myself and I felt reassured. I think we will get an update RE AI which will be positive without being transformational, nonetheless another string to our bow. I think later in Q1 we will get confirmation that the tox study has restarted with a different supplier. As previously stated I think the thing that could massively change the company’s finances and share price would be a 737 deal that gives us some cash in the bank and a clear runway ahead of us.

I suspect that the AI update will come before the restart of tox although you never know maybe an update RE 737. For me the thing that could massively change the company’s finances and share price would be a 737 deal that gives us some cash in the bank and a clear runway ahead of us.

Yes, I'm not quite sure why though......................

I have just booked my Train tickets, I look forward to meeting you and some of the other shareholders tomorrow morning.

Okay, great. Do you know if any of the shareholders might be go for a chat over a sandwich / drink afterwards? It would be interesting to get people's take on the current situation and the prospects for 2026.

I've just received my Letter Of Representation from Barclays which means I can attend the AGM. Who else is planning on attending?

I thought it was strange that attending in person wasn't mentioned hence emailing to clarify. I just need to book my train tickets and intend to be there as I'd like to get a feel for the room. In theory it's just another delay but by Christ they could do with injecting some positive sentiment.

I spotted this as well so I emailed Sareum to ask and Stephen replied CC Tim saying that I would need to get a letter from Barclays (who I hold my shares with) confirming my holding to show on arrival.

I tried that and they simply ignored my email, so I will be attending the AGM to ask them in person. Maybe if a few more LTHs email the IR email account they will eventually feel the need to respond. They were pretty quick on the comms when they needed uour cash to bail them out of their RF fiasco.