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To be clear, I think it probably unlikely the deal is done at the conference itself, but it’s where many conversations should be taking place which can build from there…

It’s 4,000 shares, people need to get a sense of perspective.

He has what 180,000 options?

The 4,000 shares, which he likely bought before joining, won’t be worth the paperwork of keeping.

We clearly have full optionality at the upcoming conference to raise, deal, or sell up entirely.

So many getting over excited, particularly on the Finnish board, this is simply a none-event!

Zzzzzzzzz

Happy new year Kooch!

Nicely back over €2 in Helsinki with some rather fierce buying in the first 15 minutes of trading.

Viva Faron…!

I think once the hr MDS wild type median overall survival is reached, and calculations can be made wrt what that equates to across both TP-53 and wildtype, which is likely around 3x survival in the r/r population, then we are very near a tipping point. Especially if long duration of responses are seen in the front line, which also seems highly likely given CR, ORR, blast clearance rates.

Long TP-53 response durations are also likely to be a major inflection point in the front line given the incidence rates across all cancer types and desperate unmet need. Lots to look forward to, I believe a premium raise will be the first move, around €4/5 with “wall-crossed” cross-over funds and other top health care insto’s, which will probably trigger the first serious binding bid soon after…

I personally think there is a fair chance we won’t even start the registrational trial.

Gilead and others are certainly interested and will pay a lot more if we get that far alone.

2 very exciting routes, and everything else in between, make for a great 2026 / 2027…

He’s definitely pumped. But why wouldn’t he be, he’s been wanting to start these trials for a while, Faron are the leaders in the macrophage space, the bexmab results were sublime, the PD-1 solid tumour angle is monstrous in size and scope, a world renowned SAB board are also eagerly excited, guiding us, and cannot wait to disarm the macrophage shield across a range of cancer types.

2026 is going to be special…!

“Giant” CRO secured for Bexmab 2

Https://youtu.be/hdmTGoZRa3c?si=L6NkFfldM3PPd87Q

Petri Bono presso.

Blaze, Bexar and Finprove all to start this winter…!

I think many are hugely underestimating Faron and Bexmarilimab and its potential to overcome treatment resistance.

It is worth many many billions if it re-sensitises & extends PD-1 use in r/r solid tumours.

I think the likelihood is both the clever-1 receptor and thus secreted clever 1 are far more abundant than understood, and likely correlate highly with TP-53 which accounts for around 50% of all cancers and likely correlate with treatment resistance as macrophages adapt to a further immunosuppressive tumour micro environment.

The discovery of clever-1 and secreted clever-1 is early, but it will be a profound change in how clever -1 positive cancers are treated, as evidenced in myeloid malignancies where expression is naturally high.

The only question remains is how big this approach will be, and the market cap here is completely detached from reality from what we already know.

I continue to add, for the mega pay day…!

https://firstwordpharma.com/story/6866751

https://www.labmate-online.com/news/laboratory-research-news/126/university-of-birmingham/protein-in-blood-linked-to-immunotherapy-resistance/65809

Reckon we are soon to take off in Helsinki!

🚀

Https://chatgpt.com/s/t_6948f7dc68588191b388bdecdfe8bdd9

I think it’s the correct move Sax, providing we can get a solid raise off which I am highly confident we can with our new CFO, too early to take pittance upfront, milestones and royalties before knowing just how good this is, when we can keep the whole ship, add value and build the company up at its most exciting point and throughout a mega phase of growth.

Very good news, moves us from a high value myeloid malignancy drug to platform drug, early positive data, given we are using Gileads PD-1 inhibitor and monster markets in melanoma and NSCLC will surely be the trigger to a full acquisition offer.

In the mean time, we build up the data, get a premium raise off with the smartest institutional money in pharma to advance the MDS, phase 2/3. I expect come the end of the dose finding phase 2 part, enough data has been gathered in both MDS and solids for that mega acquisition we all dream of.

Providing we can get the raise off around €3-5, I expect anything sub €3 to be a distant memory with so many catalysts underlining the monster potential in Faron and bexmarilimab.

This doesn’t rule out deals, but strengthens our hand to go it alone or do deals that add fair value to SH’s

Settle down Klutus…!

Https://www.linkedin.com/pulse/europe-unveils-10-billion-biotecheu-initiative-boost-ferhat-ph-d-anrze?utm_source=share&utm_medium=member_ios&utm_campaign=share_via

Shorts and accumulation about done now, imo.

Time for a looooooooooooong overdue rerate.

Meeeeeeeeerrryyyy Christmas….! 🎅🏼🎄

Don’t get yo knickers in a twist klootus…!

I’ve actually revised my base case to a €5 raise now, Howard.

Expect it before the end of January, perhaps much sooner, if we don’t do a bigger deal prior.

Come at me then if it hasn’t happened….

In the mean time, shut-up-ya-face….!

🎄