Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
"... In addition to the presentation, company management will be available for one-on-one meetings with investors."
This caught my eye. It's probably nothing special but gave me a thought that this could be 'the last chance' for big pharmas to have their final word. I'm just playing around, he he.
Three years ago Traumakine was on spotlight. I believe ssv was based on the results of upcoming research but it didn't turn out too well for Faron, possibly because of corticosteroids. Now its all different story, bex is the horse we're riding on. Traumakine still could surprise in a way or another.
So if I understood rns correctly increased dosing didn't have effect on the tumors when target was to knock out soluble form of clever-1. Nevertheless everything seem to go on fluently. Slowly but surely. I'd like to see partner deal this year.
We don't know exact details how this went through but I believe they are playing by the book.
For me the most important info was having time schedule when to expect some news to drop. Let's hope it's something to get excited about.
Didn't have time to look at closely but there isnt any mention about Traumakine nor Haematokine. Full focus on Bex.
https://www.faron.com/sites/default/files/Faron%20corporate%20deck%20Jan%202022_1.pdf
I'm already eyeing towards Q1/H1 when things should really start to happen. Im happy with the latest rns eventhough it didn't really have impact on the share price. But it gave the signal that things are progressing. Remap could surprise us before xmas but we'll see. 2022 H1 it is I say.
Yes, I want something to get excited for next. Afaik there should be partnering or other sources of income or we'll see another dilution around summer 2022? Hibiscus news expected to be released Q1 22 and something about Bex before that. Its been quiet for a long time now.
The excitement was just too overwhelming before Esmo, so much hype. I was checking this forum frequently every day. I'm more calm now and the news will land when there is something on the table. I hoped (significant) share holder value this year but now I'm in belief that next year has alot more to offer. Still there should be something news to come before 2022 - I guess.