We would love to hear your thoughts about our site and services, please take our survey here.
Is that eu trial studying only in combination with other drugs? So do they need a separate trial to see if it works alone too?
Isn’t there now a possibility for a warp drive now? Imminent entering into clinical phase and when showing first positive clinical data the doors are open! Didn’t Markku mention earlier that the first clinical results can give us a good reason to get Bex in an accelerated approval?
Quite an interesting day while in addition to today’s RNS we got the first picture of the Sagittarius A* black hole in the center of our home galaxy. The astrophysicists described the black hole as a friendly one! And then there was a third thing in the morning that is historically shaping the world.
Almost TGTBT, that’s why I’m in. The IPF deal is now more worth than “gold”. The seismic change in investor sentiment makes the money flee out of the market and affecting us all. Faron is still one of the best places to have some money in IMO and in my situation (reserve a right to change opinion if not successful). In general now serious times ahead of us all but Bex will find it’s value for sure. The benefits or efficacy costs ratio can be even more beneficial for Bex even when the ability or willingness to pay may be challenged in general depending on the market and state of economies?
If so, almost too good to be true! If this would be a mainstream and now hitting through, it would be in other spheres in value already. But it’s been so far a distinct tiny spring unrecognized by others alongside with only few competing ones. Anyhow maybe the elixir of life is soon here.
Sax, very interesting times.
And whether a partner deal would be achieved .
"That day will come . I know it already ". It will come unless bigger deals won’t surprise us earlier. Markku quit often points out how valuable deals CD47 and other deals have been.
Now that Bex clears out of the body quickly explains a lot? At some point we didn’t know weather Bex binds also elsewhere in the body or if there is soluble clever-1 in circulation explaining the high consumption. Now we know it clears out quickly but it does not confirm there is soluble clever-1?
Thanks quesera, of course the first bullet point is at first the most critical one. The SP should then start reacting. When successful a jackpot within a year? Last November Yrjo presented several inflection points to come within the nexts eighteen months.
Is there some data on its way to us now?
Cwebb, so the day when they obtain and publish additional data the SP should skyrocket. The question is do they reveal the additional data before agreeing and announcing deals with potential partners?
A very promising atmosphere since latest presentations. Is the SP waiting for news about deals or will clinical data get the SP rising?
…Interferon 3 lambda?
Thanks Sax, nice summary! Can be one of the best places to keep some money in.
All clear Sax, no doubt they know what they are doing and they do it professionally. Assuming all the clinical stuff will materialize the question is what will be decided business wise in all aspects.
The foundation of Faron’s science is long lasting and now even stronger but the landscape is not necessary the same like when we made our investments here as LTHs. The odds and opportunities can be even bigger than ever. Still past months the landscape is being changing rapidly being totally different now compared to when I invested here more than two years ago for the first time.
We have experienced a historic period of well-being and peace. “Suddenly” we have climate crisis, pandemics, war, energy crisis, supply problems, severe challenges in primary food production, inflation and depression ahead. Post pandemic people and economies are showing symptoms of frustration reflecting on capital market, public money allocations, health economy etc. Luckily at the moment western nations are showing strong unity not to let our values fall apart despite challenges.
I strongly believe Faron is one of the best things to be with. I trust they’ll do all the best things and timings possible. I am sure they have sensors out.
Oh yeah, you meant no listing but GS at first, sorry.
If 26m$ would be enough for clinical trials and FDA approvals, I would get an extra loan rather than sell in discount. But I have to admit that I have not read the balance sheet if we have enough assets.
Let’s hope we get encouraging news soon to lift up the SP. no US listing before a significant rise in the SP.
They could establish and list a special purpose acquisition company (SPAC) and then buy our company.
Getting listed in US would mean a significant amount of new shares. This would dilute our ownership badly. I guess they have to direct new shares also for us old shareholders for free?
They could also establish a new company as a group HQ in the US and our ownership could be changed in to these new shares through an acquisition paid with new shares.
Any other ideas?
Last week we got good news in form of 100% survival at12 months which brings a lot of opportunities and lower the risk of failing. Clear pathways to proceed. I am more relief and dare to dream big, a multiplier of two digits for sure?
if it could turn out to be a disruptive one? A multiplier of three digits? Mcap 15b? How would it change the strategy?
Faron is preparing themselves to be compatible with US stock market which increases opportunities in financing. We do not know what kind of alternatives are arising in discussions with other companies?
Would Big Pharma try to acquire it before or after a listing? Could it be relatively better priced as listed in US if not even here? In general there is a danger of bear market for couples of years meaning -50% in indices.
The biggest company acquisition in Finland was rough 10b$ in shares last autumn. Now the value is minus 60% due the SP plummeting soon after the deal and shares are locked for many months further. (Doordash bought Wolt an unlisted food delivery company).
Netflix announced to buy a Finnish mobile games development company Next Games with 66m in cash, luckily. Netflix SP plummeted roughly 30% after Q1.
And stock market risks are now getting high due increasing interest rates. Financial costs are getting to be a real pain for growth companies. Increases the odds for bear market.
Now LTH’s are almost starting to smile and breathe again while the company is showing strong clinical results. The company is alive and kicking ready to fly, only the SP should fly too. Would be a pity to get trapped in a bear catch after a US listing for a longer period and being cheaply bought out.
I am looking bright for the future!
10€ better than 2€ but not filling my expectations. I have to read that document.
The intro says:”Further positive clinical data from ongoing trials can position it as a prime acquisition target for Big Pharma.”
So it’s less than two hours it starts at AACR the "Biomarkers Predictive of Therapeutic Benefit" session on Tuesday April 12, 2022 from 9:00 AM - 12:30 PM in New Orleans. If any news available then?
I apologize to comment this anymore but could be the case also that a close person can have sold a similar amount of shares? Life as usual, but having a significant part of your life and maybe property tied up for a one share and being under a loupe, it’s not by all means life as usual. As a lesson learned this could be a counteract to neutralize further speculations. Just speculating. Wishing all the best for every shareholder!
Well, I’ll take this positive. Long term positive. A CEO shouldn’t be manipulating SP and he isn’t. He does not have to buy more shares in such a minor amount compared to his stake. At the moment he can’t do this in case he has significant insider information? So the learning here is that he has a long term confidence on their future. And then he should continue buying. Otherwise I do not understand unless there are grand children getting shares as a donation? (I don’t know their family)