Member Info for Luckenbach

Not my intention here to refer and make updates constantly or do unfair comparisons. Just trying to understand the value of a new drug and the SP.

BridgeBio Pharma (BBIO) being a nearly 10 b$ company in market cap has now their second product (first in oncology, CCA) on the market (last week approved by FDA after 2 phase with 100+ patients). Company has several drugs in their pipeline with affiliates and in this case with equal profit and loss share with US affiliate. Pricing is said to be dynamic compared to Incyte’s rivaling drug.

SP reacted +2%. Analysts say this drug is not a major driver for the SP but indicates the company being now more commercially integrated giving on average rough +40% upside for the share (meaning rough 4b$ plus in the market cap) Past 12 months SP rose 100%.

Well, huge markets. Where would it sum up with a company of a rough 200m$ market cap? A company that is in its early beginnings to get on the market but a small giant in it’s novel science.

Just trying to increase my awareness as an investor and my own responsibility as a decision maker in a world where science can make a change.

In T-cell oriented immunology there are three major challenges:
A) Patient’s body does not produce T-cels. (Bex helps here, so you then “only” need to solve case B and C if T-cell level is already high).

B) T-cells do not attack or target T- cells. That is why there are, as an example, CAR-T treatments. (And ere for example Basilea announces “that tumor macrophage depletion through CSF1R blockade renders tumors more responsive to T-cell checkpoint immunotherapy”)

C) T-cells anchor in the receptors at the tumor, but do not have any impact. (Or maybe Basilea means they have a say here).

Lately Faron announced that they study how Traumakine may support CAR-T treatments. That is meaning, to my understanding, that Faron has a say in case B and/or in case C too?

All in all good development and hopefully better opportunities for patients.

Keep on going Faron!

Now Basilea, a year 2000 found Swizz company announces as well good P1 results in CCA (inhibiting FGFR) and provides information also concerning their castric and urothelial cancer programs. In addition to their own monotherapy they have joint efforts with drugs from Lily, Roche and ArQule Inc (Merck & Co).

Interestingly Basilea mentioned also that tumor macrophage depletion through CSF1R blockade renders tumors more responsive to T-cell checkpoint immunotherapy (PD-L1 etc).

Would be interesting to hear more from Faron about their position now in the market, albeit Faron’s clinical results have also been as communicated very encouraging and groundbreaking.

What I like to believe, there is still a window for SSV? In an other case we should have an update. IMO.

Ok, BBIO is a 2015 established drug development listed company and has a 8b$ market value. Maybe it has a lot of future value in the SP already?

Anyway the resent BBIO release tells that there are other players at Faron’s corners too and saving lives too (but has side effects). Roche announced recently their first in kind of a monotherapy drug for NSCLC lung cancer, also close by Faron’s corners and saving lives.

IMO, I have seen at first euphoria, then a little bit anxiety lately and now serenity in the company presentations which tells me that Faron now clearly knows what is coming and how it is hitting through and still having a lot of innovations for the future. Wait and see!

FDA has approved BridgeBio Pfarma’s Colangiocarcinoma drug under the accelerated approval program for previously treated CCA patients. The company will commercialize the drug with it’s two affiliates. Annually CCA affects round 20000 patients in US and Europe annually, less than 10% survives. Can be a 2b$ market? BBIO’s share did not react at all? Does that mean bad deals with affiliates?

I think Faron will do better and should have an accelerated approval IMO!

Btw. BlackRock flaggeg 5% ownership of an other Finnish med company (…,cancer, nebulized lung solutions….) also partnering at cancerio. Don’t know if that investment is a Nordic index portfolio risk diversification action or more. Anyway it’s worth studying their “proxy voting guidelines”. Of course material issues discussed with board directors are interesting among governance and sustainability etc important principles. Where else they have their stakes?

An other INF beta company SNG is partying after releasing in vitro results concerning antiviral effect. What’s new? Should that be positive in general for all INF beta providers regardless of the way of administration. Are they now starting with P3 in India?

All that what’s been experienced with WHO in relation to solidarity etc. I think one needs to be very strong to put trough ones own science to get on the market. It is about big things now and so will be the players and forces behind. To understand this, it is good to understand “the network of global corporate control” studied by ETH Zurich in Switzerland. A glimpse of that presented at TED. https://www.ted.com/talks/james_b_glattfelder_who_controls_the_world?utm_campaign=tedspread&utm_medium=referral&utm_source=tedcomshare

Thank you quesera, I am satisfied with that and well aligned with others. Many thanks!

Hi Dan,
I would take it as a good sign, if company would manage to have its own shares still with modest price rather than buying them after big news and upside in SP in this case. There is of course no hurry for that yet? That only boils down from an earlier thought that the share options (that faroniars do deserve and they do) needs to be paid some how. In US a company called TradeDesk had to note that the company’s result will have pressure because of their option program.

But it does not have to be the case here. If the company would get sold that all would be calculated in.

I think phase ll data and results are so new and been not that ready to be present at ASMO or EACR2021 in June.

And why do birds sing? They defend their territory. They sing just as loud that it covers the area they can defend. Not louder! Maybe Faron can make more out of their findings before singing all data out.

And not related to the seminars. If company would announce having registered their own shares, would that be a good sign? (or is such an operation a matter of GM at first)

“The big question for Markku and the Board is clearly whether to raise more funds later this year and keep the Bex programme internal, or do a deal ahead of the pivotal trials and fund them that way“

I am glad to leave this to Markku and the board. I just want that my fear is vain.

Our major holder are shown here -
https://www.faron.com/investors/aim-rule-26
Thank you dan1nat1 for the link.

I can not figure out any coalitions out of that with my knowledge. But clearly interests can be diverse as recently seen the brave climbing back after targeted rise. Loosing position can just be against ones principles without other meaning.

Bravo Faronians and f(o)unders! Adding T-cells by inhibiting clever-1 and soluble one with Bex and now additionally supporting CAR-T treatments to target specific cancerous cells with the help of Traumakine! and so much more…, Wow! Saving lives! Hopefully this all will get approvals.
Was it 5,7 or 8 it was not well anchored to anything but meaning there is free money in share? IMO, Would it now be beneficial for the company to agree with some instance to buy shares on behalf of the company to cover the option programs (currently the company does not own shares, or has it borrowed shares). And just before “big news” a transfer with current low price (financed with the income from “big news” partner agreement). Well, that’s just my imagination and don’t know if these things are normal legal practicalities? Such things could explain some of these share trades with relatively steady price as a benefit of the company?
If the price will not rise enough, some professional raider minded can invent something. Raiders could make the share soaring but at the end I would like the time run up for any hostile takeover trial. I hope no coalition can reach >90% major ownership before the “big news”. Does anybody know current ownership? I do not know if there is any poison pill that could prevent early redemption of shares. Just hoping no company news would be presented as a benefit of the company where we small investors would lose our opportunities. I think right now time is against us small investors, because of the possible imparity of the price and value.

I am new here but have some shares and waiting for the boom. Please say that I have no point here: volumes are low here and in nasdaq so does it make sense to have this share in public trade. What if majors join and buy us out low by knowing there is a major deal for them in the future?