Member Info for Luckenbach

Wonderful!

Wouldn’t it be strange if there were a total silence now when ESMO is next week. Months ago they told us they have new data and results will be announced in future conferences. I think this rns serves us shareholders in a good way to keep us calm or positive for a reason and they are doing what they have promised. Interesting to see how presentation will meet our individual expectations….and where will it lead us.

Well it wouldn’t be wise to get below this years trend with the price anyhow?

Arent they all after developing a cancer jab, mRNA or vector.

Taken from nasdaq.com, where Moderna is analyzed weather it could be a trillion dollar company (now close to 200b) with notation that hardly COVID-19 jab will add current value. So what about new products among them cancer vaccines.

“However, it is important to understand that biologic treatments, and vaccines in particular, have a very low rate of success. For example, between 2011 and 2020, only 9.1% of biologics and 9.7% of vaccines made it from phase 1 to market approval. That's pretty far from the 100% success that BoA analysts claim investors are pricing in Moderna. In addition, even if the products do succeed, they might not be as commercially viable as predicted and could end up never achieving the sales target required to justify the stock's valuation.”

So what about Faron (200m) and Bex? At least II believe in their story and have got the understanding that their results they have in the pocket are more than promising.

Thanks for all of you for your work out here. Many thoughts like mine. With my eyes and iPhone I felt constantly delayed with my efforts to respond so I didn’t much.

Anyway the ultimatum happens when Bex, Traumakine etc. passes through the pivotal clinical phases. Now CD47 seems to be in fashion. “Do not eat me” vs. “Hide me” maybe not that black and white but big pharma likes to make money at first sooner with CD47 even though who knows clever-1 (Bex) can prove to be the “Nobel Prize” laureate. For Bex it may even be possible to get accelerated approval and alongside Matins platform the TAM is huge. Faron plays like this now.

If CD47 is in the focus now, clever-1 can come and surprise from the out circle. Don’t know if CD47 has been longer on the lips and we are just starting to emerge.

Like in technology, emerging technologies are advancing on the Gardner’s hype curve and CD47 may have topped already and making its way turning in to business. (Haven’t checked maybe IO has topped there long ago) I think macrophages, clever-1 (Clevegen, Bex) will miss topping the curve and makes a quantum leap among the big stars right away soon. :). Or maybe later we can say topping happened during ESMO.

Like Felixk mentioned maybe some insiders sold (it was not that many shares) to live their lives while still enduring in this discipline. “Life is what happens to you while you are busy making your other plan.” by John Lennon. You have other disciplines and responsibilities too. Insiders can sell after the release but not before, maybe the only reason for this little dip last week.

Kiitos!

Dan, yes there is a gap to get over. And Donald, I recall Markku’s opinion from May not favoring licensing, too complicated commitment?

So a) emission b) loan c) selling the company d) joint venture together with a big one and we can keep half of our shares and additionally we get cash and plenty of shares of (Merck, Bayer , GSK, Pfizer,…..) e)….

Steely, we can see the pot already. You know the story about an empty pot. Inside there was only a one fingerprint hardly recognizable. But is was “dirty” full of bacteria, some hundreds of millions, a mass you don’t see. A dividing time of bacteria to form a new generation varies typically from 10 min to some hours: 1, 2, 4, 8, 16,…1b, 2b,4b,…at first you see nothing, later maybe somebody tells you that that’s not a clean pot and you look in and see it’s half full stained. How long does it take then that everybody can see it is overflowing? This time pure gold! ;)

I think Faron is maturing to get upgraded on main lists. Good reasons to enjoy wider publicity and solid pricing.

Okay, CFO’s market estimate is 1b with 20 000 1L CPI refractory melanoma patients in 2026. Could the value of the company (Bex melanoma only) be 3b (tree times annual sales)? If earnings rate were 30%.the P/E were 10. Please make your own estimates and sensitivity analysis before trading with this share.

Yeah, there are always some short term positions and always two correct views - sell and buy. And the price is above last months trend anyway.

So excited to see how all these opportunities will turn out! Meaning what kind of decisions the company will do.

People did sell now if they thought the company needs to issue new shares with poor conditions. So they believe they will get the same amount of shares cheaper later (but diluted proportion)? I did not see anything weak in today’s rns and am waiting for the webinar today. I also believe the company has access to financial resources with fair conditions whatsoever. The game starts today!

So if they started recruiting already on the 5th Aug they might have data for the first 14 days with one or more patients? And maybe lives saved!

It would be interesting to hear some estimates of Traumakine’s potential value for Faron now.

Interesting to see if something comes out? But it is not easy to make these deals and valuations both ways. And complicate it could be if a deal would be made by changing shares. Imaging fictions situation where a60b company with P/E 20 or a 10b company with P/E negative (-15, -30,..) were to compare as alternative buyers. And how much meaning would the average past three months FARN share price have?

NEW ORLEANS, August 24, 2021--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF") are investigating the proposed sale of Trillium Therapeutics Inc. (NasdaqCM: TRIL) to Pfizer Inc. (NYSE: PFE). Under the terms of the proposed transaction, shareholders of Trillium will receive only $18.50 in cash for each share of Trillium that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.

If Faron were a billion dollar company already with solid business else than Bex, Traumakine and Hematokine. An now they had additionally these three opportunities in pipeline, what would analyst predict? Let’s say it were already 10billion Mcap and a modest upside of 50% would make 5billion plus!

“RE: Big Pharma buying up again
Today 14:22
52 million x (UK£ 4.50) 234 million UK£

I would take 2.5 billion for our shares

48 quid a share”

I like more Markku’s estimate when he made a kind of an assimilation to Gilead’s Forty Seven Inc. acquisition with 4.9b$. And Bex is only one of the three legs they are standing on. I quess Traumakine and expansion of hematopoietic stem cells are real big chances too.

Could this be the safest please for money now after the general rally elsewhere?

Lakeside again! Duck hunting started at noon. Also bear hunting started today! I hope no bear market in general.