Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
Isn’t that an indication now that Faron is on the way what they have spoken. It’s looking to look like Xmas and good reasons to believe there is a real opportunity now for Faron to be a player to win some percentages of the market alone and additional percentages together with pd-1 blockers of that “nobody knows how big the market of the 87% of non benefitting ones.” Faron creates that market!
So this rns was one of the promised several inflection points promised in the near future in the near eighteen months.
Itsall and Sax, Thanks for your links!
Itsall, my postcard here with best regards. “ The Company is currently in a recruitment process for a new CMO, specialized in oncology.” Not saying they have started a recruitment process themselves , hmmm ?? you may have a point!
I had thought that maybe Markku was in the States to meet most suitable candidates that maybe a headhunter had identified. Yes? But maybe together with like you mentioned together with a partner.
So if they were assured they’ve met one or several brilliant candidates they might have told the current one that there is a change in a plan now. and the rest is history in that regard.
Yes, people come and go and I guess things are maturing and it requires some reorganizing and perhaps commitment to new co-players and stakeholders and their values. Maybe committing to certain terms and conditions for a fixed period was not the thing for him and suddenly company confidential information can’t be accessible anymore. Anyway the message in the rns was very short like almost meaning soon you hear more to understand. A longer message would have been too revealing or misleading.
But a short message is a message too and have to agree it was not a kind of a message I liked to read in this hunger of business and clinical news. I wish all the best for him and the company. I am very interested to hear more about how things are proceeding.
Hey Donald, good to have you back. You are blessed but this is no church. For some this seems to be more like Hotel California. Relax said the night man. You can check out anytime you like but you can never leave! True? It’s because we all are prisoners of our own device (we all have our own experience, knowledge and personality). …dance in the courtyard, some dance to remember some dance to forget? (must be difficult) was trying to find passage back to the place I was before? not possible in financial world, good to know. No fear no gain. Don’t invest too much in one share? Or in many shares at all? Who knows? You know not meaning who).
Depressing times not talking about SPs in general. Hope we get through! Some decades with a plaque is not a long period in our history. It’s good some have guts to push their science through to make some ease or release.
There in between
https://youtube.com/watch?v=EqPtz5qN7HM&feature=share
Further thoughts about CD47 inspired by the same paper at https://www.frontiersin.org/articles/10.3389/fonc.2019.01380/full
So macrophages are waste eating ( eg damaged cells) scavenger phagocytes. In immunology oncology the cancer and it’s environment is more than malignant cancer cells. Like learned from Faron’s presentations that even half of the cancer’s mass can form from macrophages. Why? Are macrophages readily there because they all the time receive “eat me” signals from damaged cells (cancer cells) where the “eat me” signaling protein called calreticulin exposes in the cell surface (not the case with healthy cells, where it is below the surface). And when the CD47 is successfully blocked by an antibody the macrophages can do the scavenging, a pre programmed cell clearance.
Like in Immunology Oncology in general things may induce other immunological processes …. anti-CD47 antibody-mediated phagocytosis of cancer cells by macrophages led to increased priming of CD8+ T cells. This priming led to a memory response that protected mice from subsequent tumor challenge. Isn’t that then almost the field where blocking clever-1 activates T cells?
Haven’t yet studied the side effects of the CD47 blockade but is it that the antibody blocks the receptors of healthy cells as well, albeit not causing the “eat me” because calreticulin stays below the cell surface?
Found about CD47 from here https://www.frontiersin.org/articles/10.3389/fonc.2019.01380/full
Ok, studied the CD47 and it is not a protein on a macrophage (like clever-1 on a macrophage) but on the surface of a cancer cell as well on a normal cell.
So the mechanism of action of CD47 blocking antibodies goes like this. Under normal conditions, normal and cancer cells evade macrophage phagocytosis by expressing CD47. In cancer cells CD47 is overexpressed to protect against the expression of eat me/pro-phagocytic signals. With CD47 blockade (with an anti-CD47 antibody), cancer cells are phagocytosed due to CD47 blockade and resulting unmasking of the “eat me” signal. In contrast, normal cells are spared given the lack of expression of pro-phagocytic signals.
So my question is now to understand the logic here with clever-1. Has the macrophage already eaten the cancer cell so tidy that no residue left to signal further T-cell activation (hiding the problem). Thus blocking clever-1 on the macrophage by Bex the macrophages leave some residue (revealing the problem) and signals T-cells to get further activated?
Still don’t know how potential the “eat me” compared to “hide me”.
I understand Yrjö’s Jefferies presentation was to spread general awareness and the novel macrophage therapy and clever-1 (Like Markku mentioned yesterday they need to spread general awareness). So that was it this time - maybe with some hooks but I didn’t see any specific lure. A good lure makes you bite even if no hungry, it was not chosen. Maybe the moon is not properly positioned yet.
Btw. have I understood it in a correct way that whilst CD47 targeted therapy is also a macrophage therapy it has remarkable side effects, yes. But is “cd47” or not promising to cure patients that are refractory ones, meaning the 87% (red area in the pie) ? when IO in general is narrowly successful in 13% (blue area) and where Bex may work in combination wit Keytruda etc PD-1 ones? And the great potential for Bex is seen in the red area! So how is it with 47?
I liked Markku’s presentation. A new convincing tone and it is now about a very big thing that is going on. He didn’t have to promise any inflection points. So I guess the pressure will be at the FDA end if and once they get the message there.
Wasn’t Traumakine (neither Covid) mentioned by the name at all even though it was placed on the first row on the all gathering intro slide at the beginning of the presentation. But it’s importance in organ protection and in controlling escalation of inflammation and vascular integrity was clearly mentioned in a broader scope and programs in relation to that are proceeding in the US.
They know what they are doing and the train goes on with a valuable cargo. It’s not mentioned to count chickens at every station albeit some demand may rise on the way to the destination.
In relation to the latest rise - very good money!
That means 0.0717 € per share less expenses. Good money!
Clear indication They know what They have in process!
My guess is that because of the small free float and satisfied LTH owners there is an empty space for small traders to operate among themselves Small amounts but quick turnaround with profit is a trader’s bread and here it is rather safe, albeit volumes are low. Don’t know about short selling.
Day trading in turn benefits us all in case you need to buy or sell smaller amounts. There is always a market but no bigger demand for the share. Anyway a brilliant opportunity for a small investor to increase one’s position if so.
For big investors there are too few shares available.
The world is more short term and people want to have either solid business and dividends or more clear drivers for click-click “instant” money or both.
Whilst Faron is no solid business so far and no clear driver instant money but is a “clinical stage biopharmaceutical company focused on building the future of immunotherapy by harnessing the power of the immune system in order to tackle cancer and inflammation” only few may understand the logic and risks here for the money. That’s why no meme “flirting “ here. The COVID made the driver more “understandable” for a moment.
Maybe significant owners don’t want the share price double or something because then the holding may form a too big share of their fund (e.g. >10%) and they need to sell or if they are having loans to leverage the gain or to keep their holding the loan covenants may come into effect and they need to reduce the amount of shares or pay higher interests. The intention is maybe to hold a maximum amount of shares until the MC grows due a direct acquisition from 0.2 b to 5 b or something over a night. That is the goal? The SP there in between plays a role only when there is a need to issue more shares to finance the business.
Actually the 1 share trade SP plummeted first from 330.2101 to 330 about at the time of the RNS and then soared back up to the level of all time high it once had just before the RNS :D. Shouldn’t laugh.
Maybe several investors are mixing up now at 1 share trades. Let’s see how the initiator goes on?
“Then we may have a drug that works for all Clever-1 cancers, albeit just for those patients with certain immunological characteristics!”
Let me guess - for the unfavorable phenotypes there will be various neoadjuvants later.
But let us hope all the the underlying hypothesis for the Q4 expectations are doing well.
Step by step the science goes further to solve diseases. Financing the drug and analysis methods development is on corporations because public government sources don’t supply. What all the Holmen lab and others in the inFlames program will hand over now and in the future is exciting.
The need for the private financing is highlighted. Obviously the link to Faron is strong and it’s interesting to see how Faron will financially solve all these opportunities. And we don’t know what all is cooking in the labs.
I see Faron as a company with full of opportunities and almost overly saturated with them. And the silence is stunning. But let them work.
Nicely summarized , quesera.
Interesting times ahead - more like for many years I guess.
Molnjpiravir, fluvoksamin, fluoksetin,… a lot of new and repurposed drugs in addition to SNG trying to enter the market curing infected but not hospitalized patients. Some maybe also planning a role with hospitalized ones. What do you think if Traumakine were still the strongest with hospitalized?
Could have been some kind of a Halloween gag but so far no climax.
…other trades :)