Member Info for itsallamess

Lets assume they have been talking to Big Pharma and they made them a offer that they consider low ball or they want too much of the pie.

Farom says, "well if we raise 40 million, we could fund phase 2, hasnt cost us anything, its free money essentially from investors"

So phase 2 is completed, results are good, faron then goes back to big pharma... they offer the same.. just means faron havent lost anything. They offer more, then their plan worked.

However, if you've made it now to successful completed phase 2, why not cut BP out and fund phase 3 the same way!

What that means for us.. well we either jump ship or stay for the ride.. if we stay, then its best to buy more and average down IMO

Gut feeling we are going to find funding all the way to market.. hopefully at the end of phase 2, the share price will be significantly higher..

But what do I know.. just abguy trying to make himself feel better for being 26% down on my investment :)

This is bold

Aiming to prove up complete remission.. that can only achieved if they identify the paitents that bex works 100% on

"To align its clinical development plan with the recent FDA MDS guidelines from 2025, Faron plans to propose Complete Response (CR) as the approval endpoint, which would substantially shorten the confirmatory Phase III trial duration"

Webcast

Faron will host a virtual Business Update on Wednesday, 11 February 2026 at 3pm EET / 2pm CET / 8am ET. During the event, Faron’s Chief Executive Officer, Dr. Juho Jalkanen, will provide an update on the Company’s development plans and the rationale behind the planned Offering.

Webcast registration link: https://faron.videosync.fi/business-update-02-2026

Just bought a bunch at Just over 86p a share..

IMO, Come March EGM.. they will have a whole bunch of investors already lined up..

Why wouldn't you buy in!

From a long term investor its we are back at sub £1, but now new investors get in for the same price except their path to market is so much nearer..

Would surprise me if euro money comes in..

What timo does will be interesting, after all he is massively diluted now

So we.have to wait 3 weeks to find out how much a share the placing will be?

Also, can anyone recall when when they did the 18 million, (this is the last time we will ask for money) placing, what the placing price was? And if buying on the open market was the same price or slightly higher?

It explains why dodgy dekkers sold!

Well that was unexpectedly... im now down!

Nothing i can do about it... so everyone is in the same boat now.. everyone down loads

Only 3 options

1. Wait title out in the hope the price rises

2. Average down

3. Sell at a loss

So for me it will be averaging down..

Question is do I buy now or will the offering be lower?

And someone tell Juhu to get a flipping haircut and put on a tie and start looking like a CEO of a company rather looking like he rolled out of bed!

A

Its like faron team knew they havent communicated with investors so they knocked out this RNS that has had no impact on the share price!

Becoming disapointed with faron.. they had better be doing something proactive in the background... if they just end up with some loan deal there will be a mass Exodus!

If anyone can understand it!

https://www.tandfonline.com/doi/full/10.1080/1750743X.2026.2617035#d1e191

As with BEXAR, BLAZE reflects the same low-risk, high-reward IIT model: academically led, biologically rational, and strategically designed to generate proof-of-concept data in high-unmet-need indications without heavy capital deployment.

Together, we argue that these initiatives illustrate a consistent and deliberate approach by Faron to selectively expand bexmarilimab into a multi-indication asset. Through investigator-driven trials, the company increases the strategic optionality and long-term value of bexmarilimab in a resource-efficient manner. This broadens the commercial potential, diversifies the risk-profile and could strengthen potential partnering discussions.

While these developments may ultimately warrant revisions to our forecasts and valuation, we for now reiterate our base case valuation of EUR3.2 per share.

Https://www.redeye.se/research/1146119/faron-pharmaceuticals-pipeline-expansion-through-investigator-led-trials?notificationId=6c1c6f29-0b51-490c-a9c2-b01170ef67bc

"One ring to rule them all"

We could see bex as the first choice to work in combination with all treatment!

Either they are in the process of Finalising a deal so they aren't bothered about the share price?

Or they want it to go lower for a placing of some sort?

Makes no sense to have no comunication with share holders unless they are actually doing something pro active..

However, the silence is not instilling confidence, and we could see a sell off if someone doesnt speak up "SOON"

And when I say soon, soon isnt in the next year or 2!

Whats intriguing is, why has it been busy since returning from JPM!

Also from the phone call our Finish friend had.. they acknowledge communication has been little...

Maybe the illusive deal fir a partner is being finalised.. or after JPM.. they need to sort out where the next lot of cash is coming from!?!

Well done santhi..

Sold for personal reasons.. ok

Its good they, "acknowledge the optics this transaction may give to the markets and management has also received this feedback from shareholders."

Tempted to buy some more.. at this price..

Just cautious due to the unknown, if they don't a.placing at a lower price for phase 3 funding!

Is Faron planning to list on the US markets?

Would that explain the silence?

Hiring Dekkers?

Dekkers selling?

Why Hights would fund a small European bio company?

Jounijp.leppanen:

I sent the following message to Paavo. Let’s see if he responds to it, or at least he’ll see it if he reads this forum.

Hi

Faron’s communication line has recently seemed quite reserved: a Capital Markets Day (CMD) event hasn’t been organized for a long time, and management interviews have been sparse despite significant developments in the company’s financing and clinical progress.

My question is: Is this a conscious strategic choice to focus solely on operational activities, and when can investors expect the next broader strategy update or more open dialogue with the market?

Regards, a Faron investor

The reply came surprisingly quickly and was as follows: “Can you call?”. So I called him. Since this was a private conversation, I will share generally what Paavo replied. They (Faron) are aware that investor communication has been minimal and have received messages about it. When discussing the CMD, questions and interest would focus on financing, which they cannot comment on yet. When they do comment, it will be Juho and it will be made public. The partner discussions mentioned in Juho’s presentations are currently ongoing. Thanks to Paavo for a good conversation.