Sagiment Biosciences Inc (SGMT) オプション

Could be the most undervalued stock their Fat synthesizer only molecule of its kind in clinical development and is much more effective than any GLP1 fat Burner or THR B for Nash and Obesity plus the library of Oncology indications in the pipeline. Their indication for Pediatric Nash is going to propel the stock into the Billions.
4 Phase 3's
A wide array of phase 2 ready + much more!

MDGL 7.4 Billion oral drug
AKRO 3.7 Billion IV drug
VKTX 3.3 Billion oral
SGMT 130 Million oral is more effective than the above! only Nash drug that is effective with inflammation fat and Fibrosis




Feb Presentation
https://ir.sagimet.com/static-files/df000576-3450-4a62-9b8a-2ce2bea46f94

$SGMT

5 min 19 RSI

15 min 24 RSI

30 min RSI 30

2 hour RSI 27

Way oversold should have an update loaded another 59,000 shares @ average 4.07 today thx for the cheapies!

SGMT molecule denifanstat is an oral drug Fat Synthesizer is more effective and safer alone or in combination than any GLP1 Fat Burner & or THRb and works beautifully in combo with MDGL and Novo Nordisk blockbuster drugs enhances efficacy to 80%

A very versatile molecule that can be a blockbuster in Nash, Obesity, Oncology & Dermatology Multiple Phase 3's on going.

19% short!

This stock has 2000-5000% upside from current valuation.

Market cap is peanuts compared to addressable market!

Our lead molecule, denifanstat, is a novel fatty acid synthase (FASN) inhibitor with a differentiated MOA with the
potential to target multiple underserved disease states
• Clinical data demonstrates denifanstat’s proof of concept across multiple disease states
• We believe denifanstat is highly differentiated as the only fat synthesis inhibitor currently in development Unique MOA: FASN Inhibition
Phase 3 MASH program
• Denifanstat directly targets the 3 key drivers of MASH – liver fat, inflammation, and fibrosis
• Successful outcome of Phase 2b trial; met both primary endpoints with significant reduction in fibrosis
• FDA Breakthrough Therapy designation granted for treatment of non-cirrhotic MASH (F2-F3 fibrosis)
• Phase 3 program initiated with sites activated & patients pre-screened in 4Q2024, FPI anticipated 1Q2025
Denifanstat IP Portfolio
• Acne Phase 3 trial enrollment completed in Nov 2024; topline results expected in 2Q2025
• GBM Cancer Phase 3 trial in progress
NSCLC Phase 2 Ready
KRASM phase 2 Ready
HCC Phase 2 Ready
Pediatric Mash close to Phase 2 Ready this is a big indication 20% of kids are obese and have fatty livers

SGMT new CFO is one of the best CFO in the biotech sphere.
(Sagimet, Nasdaq: SGMT), a clinical-stage biopharmaceutical company developing novel fatty acid synthase (FASN) inhibitors designed to target dysfunctional metabolic and fibrotic pathways, today announced the appointment of Thierry Chauche as Chief Financial Officer, effective today, May 6, 2024 He worked at ALXN a 40 Billion dollar company Novartis and was the CFO most recently at Provention Bio where SNY maid the largest premium buyout over a Billion dollars paid 2.9 Billion for the company in 2023 Thierry Chauche is here to get a deal done!

SGMT oral drug for Mash is trading 1/100 of the market caps of AKRO MDGL and VKTX and has an oral drug that is leaps and bounds more effective than all three plus they have a magnitude of a molecule that has a deep oncology pipeline the Phase 2 Pediatric Nash asset is a hidden gem and intrinsically worth a fortune

Pediatric MASH
• The prevalence rate of childhood MASLD is estimated at 5-10% in the
general population and 10-20% of children with MASLD have
advanced fibrosis1
• Pediatric MASLD has unique and aggressive histological features2,3
• Drugs approved for adults may not have the same efficacy in children2
• Effective therapies are urgently needed in pediatric patients2
Next steps
• Phase 2 trial in pediatric MASH following:
• Compilation of safety data across all denifanstat studies in
young adults including FASCINATE-2
• Engagement with FDA
Pediatric MASH Continues to be an Area of Significant Unmet Nee. Two Phase 3 Mash for F2-F3 and soon F4 only oral drug that treats fat, Inflammation and Fibrosis

$SGMT
2025 Biz presentation
https://ir.sagimet.com/static-files/df000576-3450-4a62-9b8a-2ce2bea46f94
$SGMT

I keep buying and so do my associates and family office.

1) 2 Phase 3's ready to go for 100 Billion dollar liver cancer market. Obesity market is 150 Billion by 2030= quarter trillion dollar TAM
2) Pediatric Phase 2 ready just a few more steps to go this is a massive market. I don't know any other pediatric Nash programs invaluable market and asset.
3) Phase 3 Cancer on going
4) half dozen other cancer indications most Phase 2 ready
5) Phase 3 Acne trial massive market no new oral treatments in over 40 years.
6) Deni +GLP1 42% response rate compared to zero % rate respinse for GLP1 and Placebo .
7) Works much better with MDGL drug Resmetirom, three key executives from MDGL that signed new contracts are from Sanofi 1) Bill Sebold joined 9-23 2) Carole Huntsman joined 11/23 3) Shannon Kelley joined 3/24 New SGMT joined 5/24 the new SGMT CFO was the CFO for the provention bio buyout to Sanofi another executive from SGMT just went to MDGL late last year.
clinical combination studies ongoing with a
variety of other MASH, diabetes, metabolism
and obesity molecules!
--------------------------------------------------------------------------------
14 February 2025
Patient Subset on Stable GLP1-RA at Baseline: Liver Biopsy
Cochran-Mantel-Haenszel Test – One sided at the 0.05 significance level. mITT population GLP patients were on
stable dose for 6 months prior to first biopsy
Denifanstat Improved MASH Resolution and Fibrosis
Resolution of MASH
w/o worsening of fibrosis
Improvement in liver fibrosis = 1 stage
w/o worsening of MASH
0%
42%
Placebo + GLP1
n=4
Denifanstat + GLP1
n=12
% response
0%
42%
Placebo + GLP1
n=4
Denifanstat + GLP1
n=12

Feb 2025 Presentation:
https://ir.sagimet.com/static-files/df000576-3450-4a62-9b8a-2ce2bea46f94

4.1 Million shares short

MDGL 7.3 Billion market cap
AKRO 3.8 Billion market cap
VKTX 3.4 Billion market cap
SGMT 140 Million market most effective Nash oral for F2 & F3 patients works much better with GLP1 then GLP1 alone

Bullish AF


MDGL 7.2 Billion
AKRO 3.7 Billion
SGMT 145 Million


$SGMT

SGMT Fat Synthesizer is more effective and versatile than any THR-ß or GLP1 for NASH or Obesity this is going to be fun!

Quarter Trillion dollar market opportunity for NASH and Obesity with Best in Class differentiated mechanism of action safe and much more effective. Madrigal or Novartis should scoop them up trading at a significant discount. Announcement is imminent!

I know some heavy hitters looking to squeeze these shorts!

$SGMT

Only oral drug phase 3 ready that hits all three major areas in Nash (1) Liver Fat (2) Fibrosis and (3) inflammation

F3 population: 49% denifanstat (n=47) vs 13% placebo (n=23) (p=0.0032)

GLP1 receptor agonist population: 42% denifanstat (n=12) vs 0% placebo (n=4) (p=0.034)

Type 2 diabetes population: 40% denifanstat (n=55) vs 19% placebo (n=27) (p=0.0382)

2025 SGMT Biz presentation
https://ir.sagimet.com/static-files/df000576-3450-4a62-9b8a-2ce2bea46f94

Multiple Phase 3 Ready accelerated approval 1 year the company can apply for FDA approval with breakthrough designation in place.

Phase 2 Pediatric Nash

Multiple Oncology indications.

32 Million shares:
4.2 Million short
% Held by Insiders 14.11%
% Held by Institutions 66.94%

Very few free floating shares someone or a company is trying to steal every single share left they can.

SGMT at $20.00+=600 million market cap.

MDGL worth 7.2 Billion.

AKRO is worth over 3 Billion.

Viking is worth 3.2 Billion.

SGMT works better than all these drugs is in Nash and much better than any GLP1 when combo with Sagimet molecule SGMT is worth 145 Million today $100 dollar stock valuation potential.

SGMT reminds me when I started buying Viking around $5.50 and rode it up to $87.00

New signing of All star financer in may of 2024
Thierry Chauche
Chief Financial Officer

Thierry Chauche joined Sagimet as chief financial officer in May 2024, bringing over 20 years of financial and operational leadership experience in finance and healthcare companies. Most recently, he served as the chief financial officer of Provention Bio, a publicly traded biopharmaceutical company focused on intercepting and preventing immune-mediated diseases including Type 1 Diabetes, where he focused on the successful execution of several financings, the commercial launch of Tzield®, and the company acquisition by Sanofi in April 2023. Before Provention Bio for 2.9 Billion, Mr. Chauche was the Vice President and Head of Strategic Financial Planning & Analysis at Alexion a 40 Billion plus Pharmaceuticals company. Prior to Alexion Pharmaceuticals, he served in roles of increasing responsibilities at, Novartis, and Rothschild & Cie. Mr. Chauche holds an MS in engineering from Ecole Des Ponts ParisTech and an MBA from the Wharton School of the University of Pennsylvania.


Sagimet is derived from a combination of Sagitta and metabolism. In Greek mythology, Sagitta is the arrow used to stop the eagle sent by Zeus to perpetually gnaw on Prometheus’ liver as punishment for gifting fire to humans. Our therapeutic focus targets dysfunctional metabolic pathways.

The CFO at SGMT is equivalent to saquon barkley or mahomes in the financial world. New SGMT CFO inked the deal - ex PRVB CFO who closed Sanofi deal with max % premium in $1B+ M&As 2.9 Billion. He is incentivised to get the stock price as high as he can in his contract with SGMT. He was brought into to get a deal done. My guess is MDGL or Novartis if your reading the tea leaves. A molecule that is more effective than THR and GLP1 this will be a standalone front line best in class Nash drug in Adults and Pediatrics and will be much more effective than GLP1 and THR betas in combination. Phase 3's Best in class starts in less than a month and phase 2 starts later this year in Pediatrics 20% of kids are obese with fatty Livers. With SGMT Accelerated approval gets this to market in 12 month.
Sagimet Biosciences Announces Appointment of Thierry Chauche as Chief Financial Officer
https://sagimetbiosciences.gcs-web.com/news-releases/news-release-details/sagimet-biosciences-announces-appointment-thierry-chauche-chief

ALSO note
Sagimet Biosciences Announces Appointment of Tim Walbert and Paul Hoelscher to its Board of Directors Walbert was the founder of Horizon Therapeutics bought by AMGN for 28 Billion Paul Hoelscher was the CFO at Horizon Therapeutics.

You have an Oral Drug that works significantly better than MDGL drug and will work better than AKRO drug which is an IV with some serious side effects. SGMT is valued at 1/70th of MDGL and 1/35th of AKRO

MDGL market cap 7.2 Billion
AKRO market cap 4.2 Billion
SGMT 150 million market cap and enhances GLP1 and THR immensely data in combination shown with Ozempic® (semaglutide) & data with Madrigal Rezdiffra

*Sagimet is derived from a combination of Sagitta and metabolism. In Greek mythology, Sagitta is the arrow used to stop the eagle sent by Zeus to perpetually gnaw on Prometheus’ liver as punishment for gifting fire to humans. Our therapeutic focus targets dysfunctional metabolic pathways.

$SGMT

Fat synthesizer oral drug best in class SGMT Break through designation can apply for approval with Phase 3 after 1 year if the data follows their phase2b readout. Tam for Mash and Obesity will be over a quarter trillion in the coming years.


Pediatric Nash for SGMT i Pediatric MASH Continues to be an Area of Significant Unmet Need
January 2025
1Yu EL and Schwimmer JB. doi: 10.1002/cld.1027. 2 Softic S and Rohit K. doi: 10.1002/hep.32322. 3 Kleiner DE and Makhlouf HR. doi: 10.1016/j.cld.2015.10.011.
Pediatric MASH
• The prevalence rate of childhood MASLD is estimated at 5-10% in the
general population and 10-20% of children with MASLD have
advanced fibrosis1
• Pediatric MASLD has unique and aggressive histological features2,3
• Drugs approved for adults may not have the same efficacy in children2
• Effective therapies are urgently needed in pediatric patients2
Next steps
• Phase 2 trial in pediatric MASH following:

Cancer Programs focuses on multiple tumor types/ oncology indications:
GBM
Prostate
HCC
NSCLC-KRASM

https://ir.sagimet.com/static-files/df000576-3450-4a62-9b8a-2ce2bea46f94

SGMT newly appointed CFO Thierry Chauche Chief Financial Officer is a next level his pedigree includes: At Provention, he also focused on the successful execution of several financings, and an M&A strategy leading to a $2.9Bn acquisition of the company by Sanofi. Before Provention Bio, Mr. Chauche was the Vice President and Head of Strategic Financial Planning & Analysis at Alexion Pharmaceuticals. Prior to Alexion Pharmaceuticals, he served in roles of increasing at Novartis, and Rothschild & Cie. Mr. Chauche holds an MBA from the Wharton School at the University of Pennsylvania.

SGMT $20.00's then it gets interesting! with a asymmetric blue sky breakout potential it can come sooner than later!


MDGL oral drug 7.1 Billion market cap
AKRO IV drug 4.3 Billion market cap
SGMT 163 Million market cap Oral fat synthesizer drug superior to THR & GLP1 for Mash & Obesity + works fantastic in multiple Oncology indications.

$SGMT

Either way what ever scenario plays out .
1. Partnership
2. Buyout
3. Internal funding

Viking Therapeutics was in the same place a few years back and that stock went from 5.00-100.00 over a few years.
I would argue the molecule SGMT has is more valuable with combinations of GLP1 and THR beta it significantly enhances the efficacy on those molecules. Thirdly The Oral Nash drug is much more effective than Madrigals drug. AKRO drug looks good but they had data on the readout didn't look so hot with major side effects before this last readout and patients would rather take an oral drug. Regardless there will be room for multiple players in the 100 Billion market in the next couple years and add to that the value this fat synthesizer has in combinations with obesity is off the charts thats another 130 Billion market were talking about a quarter trillion dollar market this company will penetrate CMO for SGMT believes the data as it matures will be better than AKRO time will tell Lets not forget about the pediatric indication for NASH SGMT has that is gearing up for Phase 2 20% of kids are very obese & have a form of liver cancer & obesity that alone makes the company worth a lot more than today's value. And their are half dozen oncology indications in the works with their fat synthesizer drug and late stage Acne. Longs will prevail this realistically can be a 50.00-100.00 stock in the next 12-24 Months. And they have the breakthrough designation on the NASH Phase 3'a. Shorts are going to get obliterated sooner than later. You can make book on that And their CFO is a next level executive who worked at Novartis ALXN and was the CFO that inked the provention bio deal with Sanofi plus they have a very seasoned BOD!

$SGMT

The average price target is $28.83 with a high forecast of $42.00
https://stockanalysis.com/stocks/sgmt/ratings/
81% owned by Insiders & Institutions
16% short of float
About 3 million free floating shares how many of those are bought and in cold storage.=Parabolic short Squeeze High Probability this company is extremely undervalued!

$SGMT

The other interesting thing is all analysts have price targets some going as high as $70.00 The only one that has an absurd price target is Goldman Sachs they were higher than lowered to $6.00 I have seen them raise there targets on small bios many times they are the last ones to do so. 6 Buy ratings and one hold Goldman with the hold. The Fat synthesizer oral molecule SGMT has works significantly better than Novo nordisk Ozempic® (semaglutide) and Madrigal (THR-ß) resmetirom. Rezdiffra in the clinic the stats are astonishing better for the GLp1& THR-ß) in combination with SGMT fat synthesizer than the GLP1 or THR-ß alone.

1a. Evaluation of FASN inhibitor & GLP-1 Combination in Preclinical Mouse Model

1b..Artificial Intelligence Based Digital Pathology Reveals Fatty Acid Synthase (FASN) Inhibitor Alone or in Combination with Semaglutide Improves Fibrosis in Diet-Induced Obese Mice with Biopsy-Confirmed NASH and Fibrosis

Phase 2 Ready Pediatric Nash indication for SGMT is intrinsically worth Billions. no other company has anything for 20% population of obese kids int he USA.

Looking to build a sizeable position at these levels grabbed a few yesterday and looking to add more the upside on this is substantial.

The new SGMT CFO who is one of the best he worked at Novo, Alexion Pharma (ALXN) 40 Billion Plus market cap.& inked the highest % biotech deal with PRVB that was i with Sanofi for roughly 3 Billion he is incentivized on his contract with SGMT to get the highest price possible for his shares.
You have two heavy weights on the board from Horizon who know consult for Amgen the CMO from gilead who just retired and another Novo Veteran and a women who was at Sagimet and just recently went to Madrigal it seems to me the new CFO was brought into to sign a deal or orchestrate a buyout possibly with AMGN, Novo Nordisk, Madrigal, Gilead who really needs a pipeline extension and SGMT does that for them their oral drug works magnitudes better than Madrigal drug plus you get the multi array of cancer drugs and dermatology drugs with SGMT besides the mechanism in action Fat synthesizer SGMT has it also has an oral Acne drug close to market ready which would be the first oral drug for Acne in decades. The magnitude of the wide array this molecule covers is staggering the versatility is incredible.


Oncology

Dysregulation of lipid metabolism is a hallmark of certain cancers. Increased expression of FASN has been associated with poor prognosis and reduced survival in tumor cell types. Several cancer types have been shown to upregulate FASN to rewire lipid metabolism and change the nature of the tumor cell membrane making these cells resistant to traditional cancer drugs. FASN inhibition can also potentially address the enormous challenge of resistance to cancer therapies.

We completed a Phase 1 clinical trial with denifanstat in 136 patients with advanced, heavily pretreated and mostly metastatic solid tumors, which demonstrated clinical activity in defined patient populations and provides the foundation for future clinical development.

Our strategy is to evaluate denifanstat either alone or in combination with other classes of oncology drugs in specific subsets of solid tumors that are FASN-dependent.

These include:

Glioblastoma – Denifanstat is currently being tested in a Phase 3 clinical trial in glioblastoma (GBM), by Ascletis, our license partner in China. In September 2023, Ascletis announced the enrollment of 120 recurrent GBM patients in its Phase 3 GBM trial, which it expects will provide a sufficient basis for its planned interim analysis of the Phase 3 trial. If the results of this study are positive, we will explore with regulatory authorities initiating our own registrational trial with denifanstat for the treatment of recurrent GBM.
Metastatic castration resistant prostate cancer, FASN-dependent – Planning underway for investigator-sponsored Phase 1 clinical trial of denifanstat combination therapy
Hepatocellular carcinoma FASN-dependent – Translational studies ongoing
Non-small cell lung cancer/KRAS mutation – Additional preclinical work ongoing; encouraging results observed in patients with NSCLC KRASM tumors enrolled in a Phase 1 clinical trial in patients with solid tumors.

The NASH Liver Cancer market will be 100 Billion plus by 2030 Obesity 130 Billion plus SGMT has the best oral in the clinic and a molecule that makes GLP1 and THR-ß) work vastly better in Obesity and Mash than those molecules alone staggering stats. This stock is tremendously undervalued almost no debt 170 Million in cash and one of the best CFO working diligently to get a partnership or buyout done soon.
Pipeline
https://www.sagimet.com/programs/pipeline/

2025 Biz Presenation SGMT
https://ir.sagimet.com/static-files/df000576-3450-4a62-9b8a-2ce2bea46f94

https://sagimet.com/posterspublications/

https://www.sagimet.com/about/executives/

https://www.sagimet.com/about/board-of-directors/

MDGL 7 Billion plus market cap oral drug
AKRO 3.7 Billion market cap IV drug
SGMT 130 Million none of the above have a pipeline anything like SGMT oral drug

$SGMT

I will re enter a position today if it dips down to the low 4.00s again.

They have 2 Phase 3 Nash trials ready to go Oral drug that is superior to Madrigal oral drug. and is valued 1/70th price. 1/35th AKRO

The Phase 2 Pediatric Nash should also start this year I don't know any other company with Pediatric Nash 17-19% OF children are obese in the USA.

The combination of their molecule Denifanstat works superior by large margins when combined with GLP1 and TRß[/color]

Plus a large Oncology asset trove along with an oral Acne drug which will be the first new drug in 20 years to market.

The market has overlooked the magnitude of this oral molecule CEO has stated and the CMO believes after the phase 3 it will show better efficacy than AKRO drug which is not oral.

The game changer in this is equation is the new CFO they hired in May of last year.



Thierry Chauche
Chief Financial Officer

Thierry Chauche joined Sagimet as chief financial officer in May 2024, bringing over 20 years of financial and operational leadership experience in finance and healthcare companies. Most recently, he served as the chief financial officer of Provention Bio, a publicly traded biopharmaceutical company focused on intercepting and preventing immune-mediated diseases including Type 1 Diabetes, where he focused on the successful execution of several financings, the commercial launch of Tzield®, and the company acquisition by Sanofi in April 2023. Before Provention Bio, Mr. Chauche was the Vice President and Head of Strategic Financial Planning & Analysis at Alexion Pharmaceuticals. Prior to Alexion Pharmaceuticals, he served in roles of increasing responsibility at Novartis, and Rothschild & Cie. Mr. Chauche holds an MS in engineering from Ecole Des Ponts ParisTech and an MBA from the Wharton School of the University of Pennsylvania.

He inked the biggest % premium in history to a company for a 3 Billion dollar market cap when he inked the provention Bio deal when he was the CFO their and sold it to Sanofi


2025 SGMT company presentation.
https://ir.sagimet.com/static-files/df000576-3450-4a62-9b8a-2ce2bea46f94

MDGL 7.1 Billion
AKRO 3.7 Billion
SGMT 135 Million market

Analysts averaging price targets are $30.00

We could see a parabolic mover here like DRUG last year with SGMT

$SGMT

very nice

hope to see a new high

now the oppenheimer 30$ ! target
has weight vs the Wedbush Wainwright pumps.... Good stuff happening here
maybe out of the sand trap

Viking Wins First Round In Legal Battle With Ascletis (sagimet partner in China whats really strange ts the CEO Jinzi Jason Wu was on the board of directors on SGMT a few months ago maybe this is why they are having issues getting a deal the company might be blacklisted in the pharma industry. Gannex’s patent applications related to the compound. Wu is listed as an inventor on these patents.( was really interesting is Sagimet was 3-V Biosciences, before the spin out merger
Both Firms Pursuing MASH Candidates
https://insights.citeline.com/SC151011/Viking-Wins-First-Round-In-Legal-Battle-With-Ascletis-Over-THR-Agonist/

Viking Therapeutics accuses Chinese co of stealing fatty liver disease drug secrets
Viking Therapeutics accuses competitor of pilfering proprietary ...
Chemical & Engineering News
https://cen.acs.org › drug-development › web › 2023/01
Jan 9, 2023 — Viking Therapeutics has sued a group of companies, as well as their common founder and CEO, Jinzi Jason Wu, for allegedly stealing the trade secrets of a ...



Nevertheless, in 2019, Ascletis BioScience approached Viking again to propose another pact involving the same molecule. Under a similar confidentiality agreement, Ascletis perused Viking’s electronic files, but over a month into their review, Ascletis backed out of the partnership opportunity.

It was all “a ruse to steal Viking’s VK2809 trade secrets,” the complaint claims. Five months after the second meeting, Wu founded Gannex Pharma to develop a rival liver-disease drug. The lawsuit purports that Viking discovered the theft after the 2021 publication of Gannex’s patent applications related to the compound. Wu is listed as an inventor on these patents.


Gannex's Strategic Partner Sagimet Biosciences Announces Positive Topline Results from Phase 2b FASCINATE-2 Clinical Trial of Denifanstat in Biopsy-Confirmed F2/F3 NASH

The company was formerly known as 3-V Biosciences, Inc. and changed its name to Sagimet Biosciences Inc. in August 2019. Sagimet Biosciences Inc. was incorporated in 2006 and is headquartered in San Mateo, California.


Rug pull or can the CFO pull a rabbit out of his hat CEO Happel seems overwhelmed not a good pick to run SGMT.

The hair falling out on the phase 2B Mash trial for SGMT is also a concern for patients and potential partners.
some patients “experienced hair thinning"


$SGMT

I would be shocked if the CFO did an offering at these levels.

I think partnership or buyout with Madrigal is in the works.

Core Holding!

$SGMT

Looking good here. Keep in mind offering was done at 12.50 strike in January via Goldman. Great NASH science... liver fat synthesis oral administrationi
https://www.globenewswire.com/news-release/2024/01/26/2817557/0/en/Sagimet-Biosciences-Announces-Pricing-of-Public-Offering-of-Series-A-Common-Stock.html

21 m float $5.12 + 14%

We are just getting started I pounded the table to load up in the mid 2's low 3's
LFG!
$SGMT

Fortunes to be made with the ones who have balls of fortitude buy the fear and make the big money !

$SGMT

LFG. Happy Friday!

$SGMT

Loaded to the Gills!

Will wait for the buyout at 1-2 Billion by 2027

$SGMT

want one more chunk of shares under $4.00 this week!

$SGMT

Reached 300K shares Long! Blessed

$SGMT

Another 20k at $4.00 added already this morning thank you! bless!

$SGMT

adding more today!

$SMGT

Added 18k end of the day under $4.00 up to 257k shares Largest Holding after today!

$SGMT

Thierry Chauche - New CFO SGMT 2024

Thierry Chauche :
Vice President, Head of Strategic FP&A at Alexion Pharmaceuticals, Inc.


$39 billion
In the largest pharmaceutical deal of the year, British pharmaceutical giant AstraZeneca has acquired American biotech firm and rare diseases specialist Alexion for $39 billion.

The total consideration paid to the Alexion shareholders was approximately $13.3bn in cash and 236,321,411 new AstraZeneca shares (approximately 94% of which will be represented by new AstraZeneca American Depositary Shares (ADSs)).

Provention Bio Announces Appointment of Thierry Chauche as Chief Financial Officer:
Provention Bio in its $2.9 billion acquisition by Sanofi, among other achievements.

Whats even more interesting is that SGMT believes that as the trials continue they will show better efficacy than AKRO which is a IV infusion with a market cap of 2 Billion SGMT drug is three times more effective than MDGL drug hence the https://ir.sagimet.com/news-releases/news-release-details/sagimet-receives-fda-breakthrough-therapy-designation

Another catalyst is Phase 2 MASH in Pediatric look to start Phase 2 in 2025
SGMT drugDenifanstat Combo Data with GLP1 and THR Betas knock it out of the park.
https://sagimet.com/posterspublications/

It Looks like the new CFO came in to negotiate a buyout there are big hitters on the board of Directors including Tim Walbert:
Mr. Walbert has nearly 30 years of biotechnology and industry experience. He joins Sagimet’s board following a 15-year tenure as president, chief executive officer, and chairman of the board at Horizon Therapeutics, which he built from inception to a leading rare disease company. In 2023, Amgen acquired Horizon for $28 billion, and Mr. Walbert currently serves as a senior advisor to Amgen.


Paul Hoelscher

Mr. Hoelscher served as executive vice president and chief financial officer of Horizon Therapeutics from 2014 to 2022, prior to the company’s acquisition by Amgen. Prior to joining Horizon, Mr. Hoelscher held multiple financial executive roles in various consumer products, retail and business services companies, as well as working in the audit practice of KPMG LLP.

The previous CMO of GIlead who just retired from Gilead a few months ago is also on the board:

Merdad Parsey, MD, PhD

Dr. Parsey joined Sagimet Biosciences as president, chief executive officer and board director in September 2010 and stepped down from the role of president and chief executive officer in 2015. He is currently Chief Medical Officer at Gilead Sciences, Inc. Previously, Dr. Parsey held positions at Genentech, Inc., a member of the Roche Group, Sepracor, Regeneron and Merck, Inc. He has worked on multiple development and post-marketing programs from initial human trials to NDA/BLA submissions in respiratory, inflammation, virology, neurology, ophthalmology and gastrointestinal diseases.

Looks like MDGL GILD AMGN NVO LLY could be potential suitors the magnitude of this oral molecule is a next level blockbuster for a variety of big indications>

https://sagimet.com/about/board-of-directors/

https://sagimet.com/about/executives/

AKRO 2 Billion market cap
ETNB 720 Million market cap
SGMT 130 Million market cap with a versatile fat syntheizer molecule that can treat a variety of diseases including a wide array of oncology indications.

Nearly 60 Million shares traded last week A buyout is in the works that why thierry chauche was brought on as the CFO for SGMT this year.


An example of AKRO history:
$SGMT We reached step #3

Akero:
#1 - Sep 13, 2022 Efruxifermin phase 2b results
#2 - Sep 14, 2022 - offering
#3 - Dec 8 2022 - Efruxifermin Granted FDA Breakthrough Therapy Designation
#4 - Mar 29, 2023 - Announces Positive End-of-Phase 2 Meeting with the FDA and SYNCHRONY Phase 3 Program
#5 - May 16, 2023 - one more offering
#6 - Dec 18, 2023 - Phase 3 - first patient dosed.

Second example is ETNB 89 Bio:
$SGMT Similar sequence of steps, but for 89Bio


#1 - Mar 22 2023 - pegozafermin phase 2b results
#2 - Mar 22 2023 - offering
#3 - Sep 21 2023 - FDA has Granted Breakthrough Therapy Designation to pegozafermin
#4 - Dec 04 2023 - Alignment with the FDA and EMA on Phase 3 Program for Pegozafermin in Nonalcoholic Steatohepatitis (NASH)
#5 - Dec 12 2023 - one more offering
#6 - Mar 12 2024 - phase 3 first patient dozed

In this case either a buyout a partnership should happen sooner than later with catalyst of completion of FDA meeting on Phase 3 design complete and start of Phase 3

Price Target

The average one-year price target for Sagimet Biosciences Inc. is $33.25. The forecasts range from a low of $6.06 to a high of $70.35
When Goldman Lowered their PT on SGMT is when I started accumulating shares!

$SGMT

This is just the beginning. $10+ before the end of the year.

Pump it 3.60s

Presentation Tomorrow

Big move today, but I don’t see any news. Anyone know what’s going on?

SGMT under $4

Anyone know why this has been tanking so bad the last couple weeks?

SGMT under $5

Sagimet Biosciences (Nasdaq: SGMT $6.25)
Buy recommendation.

Market cap = $199M
Cash = $210M+ (Just raised $112M through a secondary offering)
Estimated cash burn = ($25)/year
Lead product = Denifanstat an oral, once daily pill and selective first-in-class FASN inhibitor in development for the treatment of nonalcoholic steatohepatitis (NASH).
Jan. 22, 2024 announced positive topline results from Phase 2b clinical trial of Denifanstat in Biopsy-confirmed F2/FS NASH.
The results are comparable to Madrigal's Resmitiron.
Ascletis collaboration agreement = Potential $122M in milestone payments as well as tiered royalties ranging from percentages in the high single digits to mid-teens on future net sales of Denifanstat, which is referred to as ASC40 in Greater China
Most AEs (adverse events) were Grade 1 or 2 (mild to moderate). There were no Grade 3 AEs.

See if $10 level holds. MC could drift upward later this year towards $1B area as company is similar to ETNB…

Yup, got out at 16.25, thought they had enough in the coffers to push through this year. It was a good score while it lasted.

Sagimet Biosciences Announces Pricing of Public Offering of Series A Common Stock
https://newsfilter.io/articles/sagimet-biosciences-announces-pricing-of-public-offering-of-series-a-common-stock-c3511595df124183e48b41923f34e655

Sagimet Biosciences Announces Proposed Public Offering of Series A Common Stock
https://ir.sagimet.com/news-releases/news-release-details/sagimet-biosciences-announces-proposed-public-offering-series

congrats!

Only down 5% for after hours. Nothing to sweat over.

Three nice winners in my circle.

Looks like another run tomorrow.

that was fun! i love “bar charts as…

…

” i get a lot of good leads from that free website.

hey dino, looks like we got a runner here, weeeee!!

grabbed a few on the dip. hi all.

Looks like easy 500% gainer today.

What a great move and Baker Brothers in it, I simply got lucky at 11.38 with 2500 shares. Looks like billion dollar market cap is going to fetched here real soon.