Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Just watched the interview with Juho.
Partnership without lose of share value stood out to me.
Confidence in bex and it will pay off
Maybe a.slice.of the big pie is more than a smaller whole pie is the future strategy
Agreed much clearer easier to understand.
I was getting frustrated with Markuu and his poor communication.
Faron has a long way to go to redeem itself but as he said 2024 is the year or I need to work a bit longer ;-)
Anyone remember the 'one ring to rule them all' comment from a couple of years ago? That was Juho too. Anyway, regardless of what anyone thinks of the chances of success, I'd far rather have a positive and optimistic CEO setting out clear plans than dreary obfuscation.
And the plan is now quite clear. Early Ph2 results w/c 20th May, then a fund raise of between 10 and 27 million Euros in June, then FDA feedback on regulatory pathway (assume some time in the summer) followed by intensive efforts to close a partner deal for relapsed / refractory MDS (assume late this year or early next). That will give them the funds to pursue solid tumours (likely in combination with PD-1 inhibitors, i.e. BEXCOMBO) with the ultimate goal of a major acquisition.
That's far clearer than we ever had with Markku.
I haven't clicked on that link tbh , but didn't Markuu have the same bold vision?
One bit of good news: the new CEO speaks good English.
Two weeks for next results
So 2014 is our year of SSV
Is he hackers like….
Covgaz are you invested here?
The spivs will take it up , the spivs will take it back down. Us PI's should never get excited by 10% swings , they are not for designed us , especially on AIM.
I'd be very careful here.
If any of you can see a multi billion dollar deal soon , pile in.
I simply cannot see it .
Over in Helsinki the SP went up to 190 Euros.The daily volume over there has been alot higher than on AIM recently,don't know if the majority of trades are buys or sells ,but would think that they are mostly buys as the SP has been climbing over there.Anyway there seems to be more interest in.Faron over there than over here.
And yet the sp has been rising this.. today surpassing 1.50 albeit a close at 1.45 but still higher than previous close.
Let's see what the next expected results say..week 20th may
AIM in a nutshell , keeps you all interested.
I'd be concerned at the price of the next raise. There is more chance of that being 110 than getting Bayer imo.
Look at the previous RNS results couple's with Junos coments about success plus we will be getting an update on the bex results.
Funding is related to results of bex
Fact 7 of 8 hmr failed mda still alive after 8 months. The survival rate is normally 4 to 6 months!
"...subject to continued clinical success with the BEXMAB trial,.."
AkA if results continue to produce finance is on the table!
Is this meaning they are in talks for a real deal with a big pharma?
"With the Waiver Extension the Company continues to finalize its preparations to secure longer term funding"
You can't develop a drug without money.
Possible fund raise by 11th June? Unless someone big invested?
"subject to terms above being followed and the Company securing subscriptions or guarantees for a public offer in the amount of 10 million euros by 11 June 2024, unless other financing of the same value is secured prior to that"
Lap, Maybe someone waiting on next Trial result before Investing. Not believing until they see It written down. Looks like financiers not happy. Pretty tight finance performance schedule clauses. No room for any more of those SSVs. Or else dead duck. IMO.
Have Faron already agreement with Bayer?
This new IPF loan changes means that Faron have time to reach milestones with good studies.
Then Bayer is partner?
Hi Itsall,No RNS today but we are a day closer to the next one, theres more volume over in Helsinki, 100,000 Euros yesterday Hopefully the next RNS will get the SP above £2 .Not long to wait for the p2 read out in May.GLA.
Oh well.. that never happened :)
It's about time we got a RNS with some great news to push the SP back up. I'm calling one tomorrow morning!
Down again this morning to 127p but spread still a high 12.5%
Last Friday 19th April year low at 118p
Up over 13%,in Helsinki. Hopefully we will follow suit.