Member Info for Luckenbach

Here you are!
https://www.medrxiv.org/content/10.1101/2022.03.10.22272123v1.full

Markku wants to keep the eye on this ball now to make sure they can bring approved therapy in the market for this severe disease as soon as possible. Aging makes the demand increasing. Would be a nice achievement.

The comment on Magrolimab and Bex completing each other was not Faron’s comment but clinicians comment.

There is no SoC after these two (Aza and Vene) so Bex could be nicely answering the need.

Magrolimab (CD47) and Bex could be completing each other rather than competing.

Exceptionally many (20) in ICU because of Covid in Finland.

Not many but exceptionally many in ICU in Finland because of Covid.

Even refractory newspapers in Finland are writing articles about Bexmab behind a paywall. Pretty much the same what MLF told in the latest Proactive interview.

Hi Dracula, I feel there is some kind of momentum growing here thanks to their science. Of course there are always external factors you can’t control.

She says they are going to FDA very soon and that their preliminary data shows they could get into accelerated approval pathway Q3 but they need more data.

That is marvelous news!

Now there’s been two poster presentations at AACR 2023 demonstrating two major insights based on MATINS. Next week Tuesday KOL event concerning the unmet need in AML and MDS, latest BEXMAB results and future steps. I consider these as very significant milestones.

It’s not only tumors they are turning from cold in to hot.

Right on the spot. I love your reply!

The new analyst target price adds the value of the company roughly with 40m$ from their previous. Whilst there is no drug sales or provision based cash flow in sight for a long time then the added value must come from partnering deals or selling some parts of the company assets with a higher value than earlier calculated? And because the analyst recommendation is reduce, maybe it means something future value potential will be lost at the same time? Or is it meaning reducing as a result of a portfolio maintenance by putting more emphasis on interest papers in general? Just my free thinking not advising.

The most interesting thing imo is what all AACR 2023 will induce. Markku was going to meet all of …maybe not all of…but…I am pretty confident he will be busy.

They should be presenting now in Orlando, three and a half hour scheduled. Would be nice to follow it. Hopefully we hear soon more.

If They say Clever-1/PD-L1 ratio predicts response to Bex then it says to me we have a prediction method and a therapy. Wonderfull!

Session PO.CL01.04 - Biomarkers of Therapeutic Benefit 4
4334 / 9 - Clever-1/PD-L1 ratio predicts response to Bexmarilimab, a novel macrophage-guided immunotherapy, in immune deprived cancers
https://www.abstractsonline.com/pp8/#!/10828/presentation/4141

The Finnish analyst rises the Faron target price up to 3.60€ from 3.00€.

Impressive poster presentation themes at AACR 2023 by Faron says the RNS this morning.

Yes, hope breakthrough tomorrow and not the traditional “arbitrage” slumping down the sp again.

At Naz up 12.74%

Very encouraging!

There are only synergies building up for possible bigger forums. A takeover and acquisition are not the same in my mind. Hopefully things will mature well and current financial turbulence is not challenging stakeholders.

The upside in both cases been around 60-70% in SP ever since rumors of acquisition. This means both been well established companies but maybe underperforming in their markets because the upside’s value is nice 15b$-30b$. Is it because of synergies, strategy or product development and patents?