Member Info for itsallamess

Faron’s ambition is to become an industry leader in modulating leucocyte migration, the
endothelial barrier and macrophage plasticity by:

1. Drug discovery guided by top-tier scientists in Faron’s network to create significant
patient and healthcare benefit in areas of unmet medical needs

2. Accelerate route to market via a closely managed clinical development pathway and
clear regulatory design that utilizes extensive pharmacological knowledge of the drug
candidate

3. Complementary partnering to optimize Company’s resources and value creation

4. Gradual build-up of integrated global pharma functions

https://www.faron.com/sites/default/files/2019-10/investor-presentation-oct-2019.pdf

NEAR TERM NEWS FLOW
Clevegen
• Efficacy confirmation and dose optimisation targeted for H2-2019
• Initiation of cohort expansion (part II) post optimisation (colorectal)
• IND opening (Q4-2019)
• Partnering and deal structure optimisation (Q4-2019)
Traumakine
• Regulatory feedback (FDA/EMA) for next steps (Q4-2019)
• Continuation plans announced post FDA feedback

Interesting post from Advin

It seems they want to keep some control of Clevegen at Faron since they seem to want to build a global big pharma company from Faron. From latest investor presentation (can be found from Faron’s webpage):

“4.Gradual build-up of integrated global pharma functions”

If Clevegen is successful, it will be the world’s most sold medicine. If you take for instance colorectal cancer where are clever-1 positive patients over 1 million/year. The revenue from Clevegen would be USD 100 billion/year, if the pricing is USD 100,000/year/patient and that is from the lower end of pricing of these drugs and it should work in other clever-1 positives cancers as well: https://www.reuters.com/article/us-usa-healthcare-cancer-costs/the-cost-of-cancer-new-drugs-show-success-at-a-steep-price-idUSKBN1750FU

Am I seeing right! Two 128k buys?

Imagine selling out in the 80pish as some dos this week.

Look at the RNS and interviews and you will see this is a multi bagger

Don't forget this event is ongoing today where farnon are presenting

Event reminder
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Date and time: 10 Oct 2019 12:50 PM
Event: Proactive One2One Healthcare Forum
Location: London, UK Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair
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I'm in full agreement zen

Wonder when Timo will declare another TR1. Pretty sure some of the larger buys were his.

Today free float is running dry, expect the SP to rise, but Al's expect MM games as they will drop the SP to get some stop losses and try to scare some into selling.

But its simple... Don't sell and enjoy the ride

Faron EVent

Dear Subscriber,

You requested a reminder for the following events:

Date and time: 10 Oct 2019 12:50 PM
Event: Proactive One2One Healthcare Forum
Location: London, UK Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair
Description: The presentations will start at 6:00 pm

And just to add the will cooperate cause a partner deal most likely has been agreed upon and will be in acted once the shares are availible for the deal

Zen to be fair zen our drug working with another is better

Clevegen activates cancer killing cells and makes them strong but the big pharma company that the CEO refers to has the only drug that helps the body make these cells. For colorectal cancer

The 2 together are different but makes one superdrug

So it's in the interest of both party's to cooperate.

One other sign that suggests the shares are for someone is that they had the right to issue just under the new amount in force since 25th May but just 5 months later they want to up that amount by a few hundred thousand more

Why go to this bother if they didn't need a specific amount

It's pretty clear what the shares are for for:

'The authorisation is proposed to be used for material arrangements from the Company's point of view, such as financing or implementing business arrangements, investments or for other such purposes determined by the Board of Directors in which case a weighty financial reason for issuing shares, options or other special rights entitling to shares and possibly deviating from the shareholders' pre-emptive rights, would exist'

Notice the words 'business arrangmets' aka a partner

Also notice, 'deviating from the shareholders' pre-emptive rights'

This means that we as shareholders have pre-rights to buy any spare shares... But with the new shares we don't.

Why? Because they have already been allocated to a partner!

They can't release partner news until is a signed deal... But to sign the deal they need the shares for the partner.

So on 25th of this month they have a EGM to agree to add x amount shares to the company.

You can join the dots and see where it will end but until the news is signed they can't release it via a RNS

I know the BOD where buying at 8 quid a share before the blip with traukamine

Wonder what their average is now...? That would say a lot about where they want the SP to be before they sell out...

Like CB says our Big boss has done all this before and this is his swansong

Authough his younger brother is also on the BOD and he is in his 50s

You mentioned earlier 2 fold price rise cause of cash injection plus confidence

What does that equate to in SP? That's a very good question.

Also it seems a partner deal would be on clevegen then another on traukmine

But a big pharma that deals with many different illnesses might just buy us out...

Still along way to go for true value.

Notice all the 5 grand buys plus the larger 20

Feel that Timo is behind some of these.. Goes with the pattern before

Either way free float is tiny. Another 25% rise tomorrow would be nice...

Mm games likely to be in force as they see some will buy and others taking profit for the weekend

56 million is nothing for Bristol-Myers Squibb and our shares jump to 8 quid a share overnight

So they want to have 20% more shares availible. We know they are on partner talks.

The partner will want a percentage of shares for giving away us a lump sum of cash.

No where deos it say they can have them at current market value. Yes buy what you can outside this but the free float is tiny.

Only way some gets a big percentage of the company is by more shares being issued.

If they did a deal for 7 million the they get the shares at market value.

14 million and our shares double in value.

See where I'm going here!?

Bristol-Myers Squibb is the only pharma with a PD 1 inhibitor that targets colorectal cancer.

so joining the dots,
1] a USA based pharma with a unique drug, only one in the world with clevegen working together.

2] FARN expanding trials in the USA seeking FDA permissions

3] Partner discussing ongoing but every time our CEO says clevegen could be a standalone treatment and also a combination treatment..

I reckon this year will end on a very high high