Member Info for Luckenbach

Cwebb, I welcome these presentations very informative, we are kept updated regardless of if anything new at all. The latest presentations haven’t got much buzz around the share anyhow, maybe the responsibility to judge the value of the business is left for the listeners.

Partnering news would change the situation because then some ransom and landmarks would cast the value in pure money. At the same time of course we can say good buy to alternative choices. But if so then better believe in it as the best choice compared to any other negotiable agreement.

Is it more like R&D day in the 27th?

Cagney, No one to blame here. A study says most of the day traders lose money so feeling quick and stupid is the worst combo, and very common instead. Anyway 20k will make you happy in the future let’s hope so, does not matter if you loose 5k now.

Who is buying shares at AIM now? Would be funny if not the new CMO at all?

My guess is that they are now defining all possible value drivers to sell the company with the best price. It may also be that at the same time some part of the company may spin off/split off elsewhere, even though everything is somehow bound to each other in immunology. That is only what I feel. Don’t know anything but lately there’s been more buys than sells at AIM. Something boiling? Anyway the volume is low, maybe shares just changing hands “inside”.

Great research Sax, great work Faron. Where will this all lead to?

There’s been already a plenty of subjects to go so far and now these great new findings in this recent patent. And if there are more to come who knows? (Maybe dementia, alzheimer’s, something to do with the brain barrier and immunology? High cholesterol and blood pressure as risk factors - cholesterol already mentioned by Sax)

It seems like Faron has various opportunities to go with and maybe more opportunities than some well established big pharma companies have for the future? And it is not only Bex. Exciting years in front of us. Funding is back on slides, legal counsel to be hired.

Bringing all these opportunities in to the market may require many rounds of financing meaning dilution of the ownership, ramping up a multifaceted organization, hiring people etc. Currently the capabilities are mainly in science and development. With honors!

My guess is that Faron will span all these opportunities as far as reasonable with no final intention to grow up to be a “traditional” BP itself. At least it will be a significant drug development company for a great while - OMG it is a one! Like to see how this all will be commercialized! Do we hear anything commercial before the next share issue?

High five!

As mentioned earlier she can be an excellent choice at the current state. Like Markku says “…she is expertly positioned to help advance our plans and progress development of what we hope will be the first macrophage-targeting immunotherapy for patients with hard-to-treat cancers.”

There is a study about stars in organizations I read from an article at HBR (Harvard Business Review). Shortly said stars most often fail to be stars in a new organization where they were hired. The biggest and the main reason for that was that stars were born in a specific surroundings having their relations and organization’s capabilities and tacit knowledge in use. These are things you don’t have in the new organization and stars will be seldom stars in the new organization. On the contrary with wrong kind of expectations a hire will be a disappointment and faces resistance from the rest of the organization.

So no wonder no BP star or a rising star was chosen. And from BP career builders perspective this could be seen as a too strange step and as a career suicide. So harsh is the career world although a person and the company has nothing wrong. The big thing is the fit!

I didn’t expect to see a “star” from a BP in the US with a solid career to jump in Faron. I see this as a mission critical “task” and luckily Faron got a person with right kind of a scientific background and experience. Without knowing the personality and her way of acting I trust they make a good fit. That’s a marvelous combo you can not advertise to seek at a job board.

This is now a very severe situation with COVID-19 and maybe they see at NIH that interferon can be something. But still I am afraid it’s mainly for SQ inf beta 1a all this reclassifying? A joke, a very bad joke?

Hopefully we get some clarification from Faron soon.

New CMO can be an excellent choice for Faron at current state. Scandinavian background and solid IO experience of 30 years also in the USA. We can possibly see a good cultural fit both sides overseas.

SenseI Biotherapeutics got listed (Nasdaq) almost a year ago with an IPO price 19$. Ever since then the SP has linearly decreased to 5.80$ as the latest trade. Bearish sentiment.

Sensei’s market capital is roughly about the same with Faron’s.

Seems like Faron is confident to continue on their own as much as possible. Pursuing listing on the US market is a plausible alternative when good data but can be a catalyst for a “massive” M&A too.

Company announcement, January 3, 2022 at 02:00 AM (EST) / 07:00 AM (GMT) / 09:00 AM (EET)

TURKU, FINLAND / BOSTON, MA - Faron Pharmaceuticals Ltd (AIM: FARN, First North: FARON), a clinical stage biopharmaceutical company focused on building the future of immunotherapy by harnessing the power of the immune system to tackle cancer and inflammation, is pleased to announce the appointment of Marie-Louise Fjällskog, M.D., Ph.D., as Chief Medical Officer of the Company. Dr. Fjällskog will be based in Boston, MA and her appointment is effective immediately.

Dr. Fjällskog has over 30 years of experience in clinical oncology, translational research, and drug development. She joins Faron from Sensei Biotherapeutics (SNSE), a Nasdaq listed immuno-oncology focused biopharmaceutical company. As Chief Medical Officer at Sensei, she was responsible for leading clinical and development strategy and operations. She also played a key role in Sensei's successful $152 million IPO, which closed in February 2021. Dr. Fjällskog holds both a Ph.D and an M.D. from Uppsala University, Sweden where she currently serves as an Associate Professor of Oncology.

In her new role, Dr. Fjällskog will join Faron's management team and provide leadership and direction in accelerating the Company's clinical development programs. Her primary focus will be bexmarilimab, Faron's wholly owned, novel precision cancer immunotherapy candidate currently in development as a potential monotherapy in patients with solid tumors. Faron is also advancing plans to study bexmarilimab in the neoadjuvant setting, in combination with checkpoint inhibitors and as a treatment for hematological malignancies.

"I am delighted to welcome Marie-Louise to Faron as our Chief Medical Officer during what is a critical time for the Company as we accelerate the execution of our ambitious clinical development programs, including our lead oncology asset bexmarilimab," said Dr. Markku Jalkanen, Chief Executive Officer of Faron. "With her extensive experience in oncology clinical development she is expertly positioned to help advance our plans and progress development of what we hope will be the first macrophage-targeting immunotherapy for patients with hard-to-treat cancers."

"Faron's novel immunotherapy program has the potential to usher in a new era of cancer treatment by unlocking the myeloid cell produced "hide me" signal and igniting immune response in indications that have proven to be resistant to current checkpoint inhibitor therapies," said Marie-Louise Fjällskog M.D., Ph.D. "I am thrilled to be joining the Company at such an exciting time and look forward to helping accelerate the development of bexmarilimab as both a monotherapy and in combination with other checkpoint inhibitors, which is likely to further amplify the clinical benefit seen with bexmarilimab alone."

Faron Pharmaceuticals Oy: Faron Appoints Marie-Louise Fjällskog as CMO https://www.kauppalehti.fi/porssitiedotteet/kl/6572e243-c5e0-56b4-a126-3e2a4dcb493b
https://www.kauppalehti.fi/porssitiedotteet/kl/6572e243-c5e0-56b4-a126-3e2a4dcb493b

Hey folks, what do you think is there going a paradigm chance in welfare countries where cancer and some other diseases have been on the top of the list to develop most expensive cures (not the case in developing countries). What I mean that if/when corona sticks around us and maybe starts killing more people than cancer. About one percent of sixty year and older get cancer every year in Europe and the USA (2 million people) and 34% of them (700 000) are not alive after five years. So does corona start to allocate money in a new way in health care?

At least we have seen that many critical ICU demanding surgery have been postponed because of pandemic.

I fully agree with you Sax what comes to Bex. Not forgetting Traumakine albeit there is much more buzz around SNG.

Sax, Seems like Bex is really maturing and they have lots of opportunities and hard work in front of themselves. Obviously no big deals in near sight what comes to Bex?

I am with good expectations albeit not having any better information.

Sometimes people need to sell shares anyway. Some people buy shares when they have money and sell when they have use for the money elsewhere. Now we are disappointed because Christmas and end of the year consumes savings. Demand for shares are low unfortunately and selling is possible only with depressed price. It’s sad to sell too many shares and maybe with loss. With good profit would be different anyhow FOMO would still loom in the mind. Anyway alternative cost is not that bad because many other shares are down as well.

I have been selling my US tech shares during past year and Moderna as well and invested in Faron. All these now are plenty of down from their heights. With Faron I am now in loss but I am happy with my strategy and sticking with it (would have lost much more by sticking with techs). Of course my strategy now is risky but manageable.

I hope Faron would bring good news and a SP could skyrocket. Then I would sell some part of Faron maybe and increase tech portfolio or something else? But I can only hope things happen optimally in timing. But at first let the Faron be successful in their science and wise in management. And let’s hope the SP will soar in new heights soon!

Merry Xmas!

That’s a first class profile and expectations for the candidate to perform. For talented, motivated and ambitious applicants a good challenge in case the position is not only promising but empowering.

Latest presentations by Yrjo spoke several future inflection points in the near 18 months. Markku didn’t spoke anything but a big opportunity nobody knows how big it could be. Maija said Bex could be ready for the market in about three years in case further results continues to be positive.

What all can happen there in between keeps us excited. We can only speculate and Markku for sure will not like to tell too much after all this feedback in words and in SP, I guess.

Actually company presentations haven’t given much focus on Traumakine but it should be time for Hibiscus news.

About Remapcap from April 2021:
These results provide a clear indication that tocilizumab and sarilumab are equally effective for the treatment of patients with severe COVID-19, and are also the most effective interventions included in this domain. The REMAP-CAP ITSC have therefore decided to pause recruitment to this domain. A full analysis of all interventions included in this domain, including anakinra and interferon-ß1a, will be completed and the results made available as soon as possible….and we are still waiting.

https://www.remapcap.org/covid19publications/equivalency-of-tocilizumab-and-sarilumab

Isn’t it interesting that while IFN beta drug candidates are run in their own independent clinical trials, administered differently, it seems like it’s anyway worth mentioning the other approach as disadvantageous compared to the own approach (Seen it happened now in both ways).

My conclusion could almost be that the real IFN beta battlefield is (in relation to COVID) mainly in the lungs as mentioned but could it be that the real fights will be around ARDS? Of course, at first, drugs needs to get approved to start fighting the market share. Before that it can be about convincing big pharma, partners, investors, sites etc to join the ride? Is there a fierce competition going on below the surface? Or is it as dead calm as it looks like here on this bb?

Exciting times!

Exiting times for Faron and Synairgen, both expecting some results from their programs. Both running on INF beta that has gained much positive scientific publicity since after solidarity. Still INF beta needs to proof it’s efficacy in the way it is administered. and the question is from which side of endothelial you are approaching the problem and how to control cytokine storm.

Here a link to how SNG presents their approach.

https://youtu.be/TA6cF4jIPM0