Member Info for Luckenbach

Thanks Sax, so quit an exciting period ahead towards the year end. FDA news within weeks, who knows interesting business development and financial news also. In October the ASH abstract deadlines. The hematology malignancies in focus now but not forgetting the humongous opportunity with PD-1 blockers somewhere in the future.

Somebody said here already long time ago that before big news land there is always a try to push the SP down to get people sell. Don’t know if data supports that but is a nice “hypothesis”?

What came in to my mind is that if somebody wanted to break that narrow band dealing opportunity between 3.65-3.70. So the one set 8k on sale at 3.6 which immediately dropped the Sp below 3.6. I don’t know if those 8k got sold, but if not, it was a successful operation to disturb bot dealing? Yes I have strange thoughts quite often. Strange is a new normal. But what discussed here now has nothing to do with the quality and potential of Bex and the share.

Thanks Trojan, she is convincing in her confidence. The data is what it is and no one can deny it. Let’s hope the law of numbers is in favor for Bex. At least it can be said some people and families are experiencing miracles.

Thanks Sax, so good news by all means. Provenly works and has tremendous potential. To reach Bex’s full potential as soon as possible, for the sake of patients, an ideal BP should be found. Such a BP that can have lesser to win in doing partial optimization to benefit merely their own drug’s sales. They should see bigger benefits in Bex related business models than in their existing drug based model that they could be even encouraged to risk their current drug. Could Bristol Myers Squibb cannibalize aza?

Thanks everybody, the proof of the pudding is in eating it. Why it’s been a pleasure to read postings here is that it’s constantly positive here and for a reason. Sax diggs and finds always something new and positive documents that supports the story. Once you have good news piling up we tend to build up positive scenarios. I am sure bad news would get their share as well. Anyway with all this positive information here we are still lacking any kind of hype in writing and in the SP.

Thanks Sax, great patent news telling much more than the patent itself.

I think the placement was a clever movement. Many weeks the SP was sliding down but Timo and Markku took the advantage of it. No idea if the slide was manipulated by others but this was a nice revenge. They are insiders in their own way and could have invested in with the SP of 3,7€ as well because they “know” what is coming. Otherwise they wouldn’t have invested at all any more. Anyways we need to wait a bit more for good news I guess because they can’t have had any inside information in use just to tell it us other just a day after. So they need to sit on their smile three weeks?

Great! It says…excellent indication of the therapeutic potential of bexmarilimab to change the treatment paradigm for patients with hematological malignancies…

And the SP says….?

Thanks Sax, in the future patients need only Faron socks on with three stripes to get cured. So clear and streamlined text that even Adidas may want to buy Faron? :)

I don’t know how he like’s to see opportunities now. I would like to see broader interests rising amongst the industry in addition to the current stakeholders.

Lap, good clinical news or FDA news would be appreciated.

”Mr. Leopoldo Zambeletti is to take on a business development consulting role within Faron. Due to this new operational position, it is agreed that he will relinquish his Non-Executive Director board seat. ”

The news here is that he will relinquish his board seat. It is of course a matter of a good governance not to have an operational role while having a board role. And now he’s put in the deep end to find a resolution amongst alternative partnering and M&A deals for board to recommend us shareholders. He could be continuing as a board member when only dealing with partnering (imo) but now M&A is a true option. I like their style here.

It’s on the rails now anyway and when it arrives the first station we’ll see.

Not thinking what would it be with timelines without Bexmab because then focus would have been different. “Luckily” but remembering it is not luck but with hard work they have accomplished to position themselves in this window now. It is of course possible that they have met with FDA already and it’s pending.

How soon is soon to expect them meeting FDA. Conclusions in the EHA poster are not reflecting anything like that yet?

CONCLUSION

• The combination of BEX and azacitidine is well tolerated

• Durable target engagement of Clever-1 in the bone marrow with an increase in antigen presentation capacity and CD8 T cells supporting BEX mode of action on AML/MDS

• Clinical activity with 5/10 objective responses observed across indications

• Dose escalation ongoing - Phase II anticipated in Q4 2023

Their EHA 2023 poster presentation is published on Faron’s website today. Before EHA (June 8.-11.) there is ASCO 2023 (June 2.-6.) in their calendar. Do we expect any news on the second of June?

Thanks SophieD, I’ve never seen anything not even close to so clear analysis you made. Could have been done with AI under your guidance? Was it gpt 4 or more elaborate version? Anyway a very nice summary to supply the audience here.

This chatgpt summary is a nice result of mentioned sources. Nothing else and so far very innocent. How would it look like if one could squeeze everything in it. Not trying to say what would be desirable. SophieD you are a one step ahead with this sci-fi we should understand as a reality. Doesn’t change my strong hold which is the same as buy in rational thinking. Don’t take this as an advice I am playing with my own money.

Actually this is more like a wet dream for what comes to businesses with no turnover but are promising based on science behind. AI can summarize the future better than analyst are allowed?

Thanks Sophie, very interesting. The outcome is more than a half truth and by not doing any checking of the “truth” it can be plausible or not. Dangerous that a limited amount of understanding can be presented like this. Not meaning your understanding. Anyway a nice and very welcome attempt to showcase this kind of an approach. This kind of understanding must be or is already a part of the business.