Member Info for Luckenbach

Can’t blame. The situation should be now the best ever in the eyes of us small investors so far? Ever since the H2 2021 we haven’t had any news that had significant positive affect on the SP. Faithfully we’ve been waiting for the several inflection points for the SP. Still I am happy to be invested in here. Like I said in August 2021 Faron could be the safest place for your money at that time. And truly it’s been that compared to some US tech shares I sold at that time luckily a bit too “early”.

Btw. Evaxion’s SP didn’t react from the latest news. The Mcap is 38m$ and SP 1.67$. Two years ago the SP was around 10$ when it got listed in Nasdaq.

Four months ago the SP rose by 50% from 2$ to 3$ (when they announced first patient rolled in to phase 2b) being since then sliding down to 1.5$. The latest news didn’t cause any change in the SP and the SP is 1.67$.

Just wondering the current state of the financial world and share markets. It must be very heavy news to get the SP moving as we have seen any news hasn’t make a difference for FARN SP neither.

Hey GreenManDK, see what you have in Horsholm close by COPENHAGEN, Denmark, Jan. 19, 2023 (GLOBE NEWSWIRE) -- Evaxion Biotech A/S (NASDAQ: EVAX) (“Evaxion” or the “Company”), a clinical-stage biotechnology company specializing in the development of AI-driven immunotherapies, today announced that the U.S. Food and Drug Administration (“FDA”) has granted fast track designation for the Company’s personalized cancer therapy, EVX-01, in combination with KEYTRUDA®.
In December 2022, Evaxion received FDA approval to proceed with its Phase 2b clinical trial, where EVX-01 is given in combination with KEYTRUDA® to patients with metastatic melanoma. On January 17, 2023, Evaxion furthermore received fast track designation for the vaccine candidate. The fast track is designed to expedite the FDA’s review of innovative, new drugs that demonstrate the potential to address an unmet medical need.

https://investors.evaxion-biotech.com/news-releases/news-release-details/evaxion-receives-fda-fast-track-designation-personalized-cancer

So there seems to be a lot of engagement in this area of immuno-oncology. No wonder like your earlier posted Avacta related article says the market is projected to be 394 billion $ in 2027.

Keytruda patent ends in 2028? My guess is that all above development is only good for Faron in respect of their business opportunities as far as Bex can do.

Well, ”Let put it this way, every meeting we go to we run out of partnering times"

I would guess every meeting they go is a buyout or a M&A negotiation so leaving less and less opportunities for partnering?

I like his presentations in English. He is very inspiring. In English he is also more barefoot in his saying because English is not his mother tongue I think. Maybe foreign language does not reflect his real personality characteristics in the same way as in Finnish. He’s been convincing in regards what I see comments here in this bb in general because we all are waiting for the rise in the SP. If it never comes then we can judge his or our own behaviors and decisions.

All the best TC! The next 15 years can be tuff at the stock exchange? Who knows? One got to do what one believes in.

Faron is not my prey but I believe in it as a doing like any other doing I am in, job, hobby, family. I have changed a job, my ex wife changed me…etc

Maija’s message could be that biomarkers can indicate that maybe some patients with no other options could over vault some therapies? When? So not anymore a last line patient?

Coming back to the coming presentation of Maija today at 11:45 (Finnish time suppose): “Tumor immune landscapes defining responses to macrophage directed immunotherapy.”

Could this handle leukemia as well and maybe soluble clever-1, or is that not a macrophage directed therapy at all? Or does the circle close somewhere at some point?

Could #bexmarilimab help cancer patients that have no other options? And if so, when? Actually not that dull at all! Sorry for my earlier expression! It’s all vain to shout from the beach while others are in the deep see, where only rare can succeed!

Thanks

I think before they partner, make licenses or sells any part concerning Bex they need to understand soluble clever-1. Otherwise it can come against them in the future causing discrepancies and lawsuits and hinder deals with others?

Bexmab would solve all the funding issues!

What I like is that Markku &co are very excited about this opportunity of Bexmab against leukemia like I understood it already in April. It is a new thing risen on the top of the agenda and so many patients without care can benefit from it.

To our luck Markku still gloves. If it proves to be effective soon it will be the first official proof that Bex works and it will blast off the SP and opens doors for US listing, not to forget partnering and buy out opportunities.

Listing into US is in talks but first we should get positive news to lift up the SP here. Isn’t that wise. Analyst target SP 2.8 can’t be the level for US ipo to go? If no real news here why would it succeed there? Just to get a US listing with a low SP to please a new anchor investor? hmmm. With this sliding SP it’s getting hard to hide smiles out there. New investors are found among the networks unless you do a rigorous road show that will cost time and money. Investment bankers will profit anyway. So the situation can be that we need additional clinical data to get partner candidates buzzing around and lifting SP. Some news was expected for this autumn?

So it’s the clinical data still that bothers and it will “come” when it comes. That enables partnering or selling the company. Partnering is a longer way but happy too if such a road will open.

Selling bad stuff cheap is boring, selling bad stuff with high price is impossible, selling good stuff cheap is stupid. And finally selling good stuff with high price is fun and profitable and that’s why I am in. Soon thinking buying good stuff cheap is…

And a buy out (only in my dreams) should be Xb$ when good synergies with BP. And Xb$ is still peanuts in case talking about possible market disruptor? But just let not yet go too far, so far it will be good if we still are on track to get FDA approvals some day.

Sooner or later the company will hit the gold. We know it’s there under the feet.

Rather good positions for the future as long as clinical results will do., everything else can be arranged. No news, maybe the earlier initial bexmab excitement was not fulfilled, yet.

It’s pretty interesting times weather we’ll get good news or just prolonged timelines. To my understanding we have had a colorful Q1 with positive near term expectations but not yet real news or rise in SP. Even apologies have been presented while being forced to wait so long. Currently it’s been rather silent what ever it means?

Can’t avoid the feeling that in the 25th and 26th two separate counter forces are on air what comes to creating investor expectations. The always positive one and the hold your horses one. Maija sold a year ago and Markku bought lately.

So apart from company communications the questions like Can Bex help…? And if so? When? These are of course very good key questions stated by the diligent and dutiful scientists. Ancient questions and I am eager to hear the possible answers anytime. Was it a year ago the scientists message was that it’ll still take from 2 to 3 years until ready to market as a drug perhaps. So the question settings here at this point is nothing new neither promising? Still they could have some important news? Or is the header for the 26th made dull on purpose? IMO

….what comes to bexmab

My guess is that the first results are:
a) not that impressive as thought but still useful, or
b) extremely good and needs careful processing and further plans for consecutive steps not only in blood cancer but also in solid ones.

Yeah Westy, if not something significant in July then latest in September I wish. Just wondering the valuation at this point.

The half billion rise in Orion’s Mcap would have meant in comparison to Faron case a SP around 12 €, almost the all time high!

I thought but can’t request any thoughts rising here concerning the Orion Corporate and MSD (Merck & Company) deal. Upfront 290m$ for a second most common cancer among males as registered in birth. I think, I can be wrong here, but it looks like their market can be 160 000 patients annually? Would be similar to failed anti-PD-1 cases annually?

So instead of my laid off brain cell does anybody here be able to see and evaluate how many and what size of a opportunities Faron’s various lines can offer in the near future?