Member Info for Luckenbach

An alternative obvious time for a RNS would be an hour before the US stock exchange opens - 13:30 UK/15:30 Finland, in case it contains information concerning significant deals with companies listed in US. Any day soon :-) ?

As you said Donald, I think the reason for this presentation was to make a clear statement of who have done the job so far before it starts mixing and merging…

Thanks the link works as you said dan. Impressive science. They have a very rich garden where things are ripening their time. So much to foster and harvest for so many seasons. This was a presentation of the science behind Bex. Convinced! Wait and see when they put the business hat on!

Any links available?

Wonderful analysis here I love to read. It all helps us to process our own and common thoughts. Thank you! Nothing to add. In my own naive way I see analogy between the phrases “all information is in the price and in a graph” and “the information what MJ et co gives will be in the future price and in the soaring graph - hopefully” Almost poetic, hehe! I hope we have a reason to smile on Monday!

On hot air, just hoping it’s not cooling down. But the basket is very strong, don’t worry.

You know Finns have the sun up two hours before London but this year solstice few days later than Stonehenge. They are at the lakeside (Lago in Italy) now. Now we know it’s only Finns who trade at AIM, but not today or tomorrow.

A man is flying in a hot air balloon and realizes he is lost. He reduces height and spots a man below. He lowers the balloon further and shouts, "Excuse me. Can you help me? I promised our people I would find something precious, but I don't know where I am and where to look, is there something like faron or something here?
The man below says, "Yes, you are in a hot air balloon hovering approximately 40 feet above this field. You are between 30 and 50 degrees N latitude and between 70 and 130 degrees W longitude. FARON is in Finland, Europe"
"You must be a small investor," says the balloonist.
"I am," replies the man. "How did you know?"
"Well," says the balloonist, "everything you have told me is technically correct, but I have no idea what to make of your information and the fact is I'm still lost and don’t know what the FARON is and where Finland is."
The man below says, "You must be a fund manager."
"I am," replies the balloonist, "but how did you know?"
"Well," says the small investor, " you have the best possible view, you don't know where you are, what a FARON is and where to find it.  You have made a promise which you have no idea how to keep and you need to ask me. The fact is that you can find FARON in Nasdaq First North Finland and AIM London and don’t know if soon in the US?

Yeah! Nice figures! Very impressive company and the presentation. So many facets to look in immunology.

The presentation reaches well current shareholders and is useful to get shareholders better understand the next decision or move as a company. I am happy being informed. Both Bex and Traumakine doing well with lot of opportunities.

Could even buy more but am satisfied with my position. Seems to be a very general attitude here? Getting new share owners in is difficult? A new listing or a rise can be inevitable but would be very costly for share owners with current SP. A proper road show should get on the wheels just for the sake of SP and then for a rise or a listing if meant to happen anyway?

So if you believe Bex and Traumakine will work anyway what prevents to make marketing for the share. It is the major financial instrument. Or is the current valuation ok?

If the idea is to sell the company, it does not need to be listed. In this case the current SP has nothing to do with the price of the company and an unfortunate US listing could be a disaster.in a bad case.

Rockstars of our time!

All good if the money is in. There can still be clauses that involve the company to do or show something that takes time. I recall we were informed that Faron will get a grant and the paperwork still needs to be done. They said they will not particularly communicate once the agreement is signed. Just hoping the prevailing conditions are still favorable for HIBISCUS.

Just wondering what delays the HIBISCUS start. Don’t want to speculate with too any reasons but there can be too many options for patients or doctors to choose? But if it has it’s niche it should get started! It is said to start once a permission given. Is it still pending because of FDA? or DoD? or Faron? If the company were under an evaluation for an M&A, I think DoD grant would be in hold and delaying the start? Pure speculation!

If I have correct understanding, 13% of those are in pipeline of some modern cancer treatment and rest 87% are those refractory ones out of other options anymore but Bex tries to.

Roughly 1.3b people living in EU and US out of them 16% is 65+ year old. Median age getting cancer is 66 and more than 1% of 60+ year and older people get it annually. So we have 1.3b x 16% x 1% = 2 080 000 new cancer cases at the age group 60+ annually. General cancer statistics say 66% are alive after 5 years and the rest 34% are not, meaning 707 200 patients die sooner. If that is the market that Faron will try to solve, market size is 35b-70b (With a mid price 75 000 the market size is 53b). Pretty close to Faron’s estimate 56b$ for IO market in their target countries in total in 2025.

Btw. I think that this link to machine learning was already here. Conclusion seems to be that ML can help in drug development and Faron takes the advantages of it in frontline. Bex can benefit from it. Results “confirms” that Bex can help at least if patients who are low with or do not have T-cells, like told seen among those refractory all other options lost ones. What a nice way to tell ASCO that Bex works.

In Faron’s presentations in May their estimate of IO market in 7-8 countries in 2025 is tens of billions in dollars. A Major part represents refractory non responders.

Imo, SP 50 and market cap 2,5b would be only a tiny slice of that market. So ten folding that is still a modest goal. If Bex proves to be a novel disruptive drug it’s a humankind’s duty to get it adopted as widely as possible as soon as possible. In other words, the higher the market cap the better the human success.

If Bex appears to be a novel disruptor, it will change positions in the market. Otherwise it would not be a disruptive one. There will be politics, trade politics, academic opponents, issues in approval processes, power play and efforts to challenge or bypass ip rights. Intense competition. But at the end a wealthy M&A.

So I think a modest SP and no noisy riot right now is still a good way to go for awhile. It does not diminish the real value of the company.

Rough figures

1b/50m=20
2b->40
2.5b->50

How many patients if an annual treatment were 50 000 - 100 000£ per patient.

2.5b/50 000 = 50 000 patients

If 2,5b market cap is discounted from three coming years this would mean 16 700 annual cases. If you get in 16 countries and treat 1000 patients each - that’s it.

Cancer Statistics - National Cancer Institute

Approximately 39.5% of men and women will be diagnosed with cancer at some point during their lifetimes (based on 2015–2017 data).

900/370 = 2.43

2,43 x 0.2b = 0.486b

If the company hits through, a figure like 0.486b is only noise in the radar. IMO, It does not reflect possible market opportunities when compared to the potential seen on slides at Proactive presentations.

But for sure, we’ll see if these news awakens interest on FARN and SP gets soon up to 900 before Bex hits through BBC breaking news.

Seems like we have the SSV in this company now like promised. Only the SP is lagging.

Strong proof of Bex and in a significant publication just in front of the ASCO 2021, where all significant oncologist of the world will have a say.

So Bex not only increasing the amount of T-cells and activating them even in peripheral but also turning tumors more immune activated. All this by modulating macrophages with Bex. What a great foundation for developing effective new cancer therapies.

Stock market does not understand the value yet, only players do what they can do to benefit momentarily as long as they can. My guess is that big pharma is coming to try to buy us direct away with big money! The financial value of this CCR article lies in the timing and in it’s content. But of course there are alternative ways to go.