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Sareum Share Discussion Threads
Showing 27026 to 27048 of 27050 messages
|of course, and good on them for doing so. whilst they took the "gamble" and it paid off, it means everyone else can now take advantage of a company that has revenue to see it through, and is far less risky than a few month ago. the rewards could be huge.buy this dip.|
|You mean someone had the foresight to buy shed loads at 0.25p...and is unloading them at 1.08p whilst they can still pocket 300% profit LOL DYOR|
|keep adding in the dips. the market is coming to you, rather than you going to the market. btfd.|
|I hope you bought the dip. There's still time, plenty left in this beauty.|
|buy the dip. it's time.|
|Well that went down well???|
|Let the fun begin.....|
|buy the dip|
|Nice support building around these levels ......... WOBH|
Just a point of clarification. I think the RNS you refer to in your point a) is actually for our Aurora+FLT3 programme not the recently licensed CHK1. Though correct me if I am wrong please.
This was the RNS dated 7 Feb 2011:
"A recent study for Sareum’s Aurora+FLT3 Kinase programme showed that the leukaemia regressed to such an extent that no detectable cancer could be found in any of the cases treated (ten in total) with a Sareum compound. By comparison, leukaemia increased five to fifteen fold in the study examples treated without Sareum’s compound. At six weeks following treatment, no detectable cancer could be found in two of the ten examples dosed with the Sareum compound. In the remaining eight treated examples, the average time taken for the leukaemia to increase 5-fold was six weeks, compared to two weeks in the untreated cases."
Sareum’s Aurora+FLT3 inhibitor programme targets acute myeloid leukaemia (AML) and other leukaemias and lymphomas. In disease models of AML, the preclinical development candidate molecule demonstrates greater than 98% tumour inhibition. Preclinical development studies to obtain approval for human clinical trials are being undertaken in collaboration with, and funded by, Hebei Medical University Biomedical Engineering Center (HMUBEC) in China.|
|Www.hebmu. edu. Cn|
|Thanks for that Mrs A
A googlecheck suggests that SAR is the only company that have gone public they have a deal with Humbec and I am rather thrown that Humbec do not have a website, as far as I can see.
You seem to have a much better understanding of the industry than me(not hard) and do I read you to suggest that it is quite easy to change horses and that all the work that Humbec will release all the work they have done??….I appreciate that Humbec want to get this going as they have the rights to the Chinese market but I have no idea how that works if Aurora is used as a combination therapy…and also no idea if another company does the phase 1 either solo or as a combination that the host country will recognize the Chinese sign off of the pre clinical trials.
Incidentally does anyone have any idea of how this relates to Quizartinib which is in phase 3 trials.-see hxxp://dsi.com/phase-3-oncology-compounds. ??|
|cerrito very balanced.
Hebei are very large. but Phase 1 takes longer in China than else where. Hence I suspect why the want to start another trial elsewhere (using the China preclinical studies) as we will get P1 approval faster.
For me, ProRnai moved faster than many expected because they wanted to start a Phase 1 trial as a COMBINATION therapy with their own compound.
By the same rationale Aurora + FLT3 is a target for a combination with a BTK inhibitor
If you look at the Acertas/ AZN BTK inhibitor and the number of combo trials it is in now.....
I suspect a licence will be sooner rather than later by someone with a BTK asset|
|NT to buy again|
|Big buyer at work this morning|
|Cerrito thanks for posting - very informative - much appreciated. WOBH|
|Cerrito a very balanced analysis as always. I'm not sure about the status of the RM trials but I'd be surprised if they were simply cancelled.
As for the other programmes I agree it will be interesting to hear updates, some of that may come in the next few days with the Final Results annoucement and the rest at the AGM where by then they should have a strategy for progression.
Separately I was also rather struck in that interview about the matter of fact way Tim spoke about not just the upfront but also the milestone payments. I think it demonstrates his confidences in securing part or all of those funds for Sareum. Also we need to consider that the pound is falling sharply and that since the date of the CHK1 deal the potential sterling value to Sareum is valued at £3mn more than just 10 days ago.
Hopefully we can get more details in December. I hope to see you there again.
|Yea Keya I have been loading up alot around these prices. Would be very very suprised if this does not move higher from here.|
|Lee, next news should re-rate this past 2p I suspect but prior a move to consolidate above 1.5p could be in play.
|Averaged up some more this morning|
|Thanks ackers for your 293 alerting us to the radio interview.
I have to say I have been surprised at how low the share price is but after doing some ruminating on it, I can understand why it is where it is.
On Chk1 we continue with the big imponderable if it is going to pass Phase 1. The good news of course is that SAR gets the $1.9m up front and a further $550k to follow shortly thereafter but as ProNai is taking it over there will be a delay in finishing the Phase 1. I am assuming that we are going back to the start and ProNai will be recruiting new patients and getting sign off from the US authorities rather than CRT continuing to do it as a contractor to ProNai.
As regards Aurora we are scheduled to get results by year end-be good to have it by the AGM. My understanding is that to date SAR had been proceeding on the basis that any Phase 1 would be done by Hebei Medical University Biomedical Engineering Center(HMUBEC) though I guess that could change given that SAR has more flexibility given their stronger cash position. I have no idea how easy it is to change horses at this stage.Incidentally I googled HMUBEC and there was very little info on them and what they did. It may well be that they operate under the radar. Also while I note Tim’s comments that standards in China are very high I have no idea if the UK/EEC/USA recognize whatever the Chinese equivalent of the FDA/MHRA decides in terms of Phase 1 trials being passed. A question for the AGM. Remember that other things being equal the monetary value of Aurora will be less than Chk1 as leukaemia a smaller market than lung cancer. It will be interesting to hear at the AGM what experience HMUBEC have in this area.
I fully appreciate why SAR went with them at the time given SAR’s cash position and the then current share price
As regards TYK2, I have been going through the bar charts that are helpfully supplied in all the AR’s. Basically TYK has been stuck in the Lead Optimization sector of the bar chart from the 2011 to 2015 AR and I assume it will still be there in the 2016 report.
I will be interested to see if VEGFR-3( the progress on which they commented in the ARs up to and including 2014) gets resuscitated now they have money; also FASN which was put on the back burner as per page 4 of the 2014 AR.
More questions for the AGM
I do not see SAR being a take over candidate…ProNai are well established with their lead product Chk1; the Chinese are well involved in the second Aurora and TYK seems too early.
In all of this I am making an implicit assumption that Tim whose age I calculate as 56ish and John at 49ish negotiate everything that midlife throws at them and have their foot on the gas in the next few years.
I have no idea what an appropriate marcap should be; my gut tells me that it should be between the current £30m and £45m but that is pure guess work from me and thus I can understand why the price is where it is.|
|I miss Mike111D the most. If only he turrned up we would be guaranteed to rocket tomorrow|