Member Info for Luckenbach

Warren Buffet puts it like this:

"The stock market is a device for transferring money from the impatient to the patient."

So convinced about Juho’s presentation today. No talk about short term financing, no need for any kind of covert phrasing. Focus on the ball to win the match and finally the World Cup.

I wish the new administration in the US would not delay or change the FDA nor M&A protocols nor the legislation and IP rights. At the moment you can be afraid of anything. Everybody is a bit worried I think, in front of the unknown. The China were a nice wild card then? Good idea Sax, a joker in your sleeve. If Bex really turns out to have the humongous potential, the China-US rival would raise it into a potency, just in case new rules would emerge. Like you said no need to ruin all the goodwill gained.

Yes indeed!

Https://www.redeye.se/events/1052608/redeye-theme-fight-cancer-3?utm_source=avanza&utm_medium=RSS&tab=schedule

There is soon Faron presenting at Redeye investor forum at 9:10, so right now

Redeye Theme: Fight Cancer - Redeye

Nice wrap-up

Imagine holding a ten-bagger; who wouldn't want that? I've followed this company for five years, and I understand that in the event of a merger or acquisition, a share price of £20 would be undervalued if investors miss out on the immense future potential. The trade-off should fully reflect this full potential. But, it’s difficult to set the time and value, right?

As long as Bex hasn't lost its potential for future approval, a share price of £5 could be justified during this "waiting period", as well as 2£ (when waiting for financing). Achieving (jumping up to) a share price of £20 would be a game-changer and a good start, right?

Progress in clinical trials is always desired. At some point there comes the point of decision: a go, no-go, or how to go. Anyway we have a business case, right? Or do we only have a fairytale "The Emperor's New Clothes" or really a "nominee" among those poised for significant breakthroughs. A new cornerstone? Aren’t we talking about something like that? Right?

So why wouldn't a big pharmaceutical company just buy in, instead of pouring money into their other early-stage R&D to nurture multiple ideas, hoping to discover something akin to Bex?

Some big pharma companies may get a sense of direction much earlier than others, who might still be waiting for more explicit milestones. You never know what triggers might prompt big pharma to make a move before official clinical milestones are reached, right? …or do we need just a little bit of more data, right?

If the sentiment is geared towards finding the next big thing, the market leans towards mergers and acquisitions, I suppose, rather than partnerships, especially when considering enormous opportunities. At least Faron now boasts a robust clinical setup and relatively clear biomarkers, right?

Ultimately, the outcome isn't dictated by whether onlookers are optimistic or pessimistic. The stark reality is that it's the doers' attitude and the financial backing that determine success—if it's feasible, right? Right as far as there wasn’t any competition. I sense that the momentum is about now and as time slips away the risks being left among the « once so promising stars » increase. There is no one to blame if other mechanisms take a win. But it’s not easy for the other mechanisms to prove to be better choices. A choice is a human decision. IMO

Wouldn’t it be a time for BP mergers.

To be able to utilize the full potential of Bex, in all possible indications, and to the benefit of as many as possible patients, the best scenario could be merging some of the big pharmaceutical companies. If so the value or price of Faron would be ….no problem.

JPM would be a perfect place to finalize and announce such big things.

Thanks Dd

Citing from Fierce

….Elsewhere, Roche also recently suffered a trial failure for its TIGIT inhibitor tiragolumab. In response to a Fierce Biotech question about what Roche's next big play in immuno-oncology would be, Graham said that's a question that every pharmaceutical company has to face.

"There are a lot of interesting mechanisms out there. We're actively looking at working with them, and I think you can expect that we will continue to be a player in immuno-oncology going forward," Graham said, without going into details.

In immuno-oncology, Roche just bought off-the-shelf CAR-T company Poseida Therapeutics.

Pretty nice rise of sp (IMM) in percentages today bringing it back and above where it was few months ago. The Market Cap rose with about 10m£.

After all this x-mas time and celebration it takes a while to accommodate back to ordinary days. Feels good to be back from holidays and managing the everyday life again. The end of holidays awakens stress in many and it can lead to anxious manifestations and actions. The more stress one experiences the more anxious one may get. That is seen on the Finnish chat board where these negative moods are bursting out without any better way to manage negative moods.

At least some writings there seem to be anxious about Faron. At the same time these expressions are very opinionated against Faron’s valuation and opportunities. As they say there are only very few analysts who could make a proper analysis and valuation of the company, thus admitting themselves not being the ones. No one hasn’t yet received the honor to be the one accordingly to the chat board. Not even those whose writings are full of words and phrases trying to reflect deeper understanding above regular investors. Many thanks for these writings trying to increase others understanding. Some have been calling for wolves for over years some have joined the chorus during the holidays? What’s the reason? No news or all the good news we have so far?

You shouldn’t make decisions if you’re anxious unless you really have to. Things haven’t changed from what those were before Christmas. There’s no new information concerning Faron. If you think we should already have heard partnering news or news about financing? Well we haven’t yet but around JPM we are entitled to hear where we go.

Wishing us all a successful year 2025!

By not being a professional in pharma or biotech but it seems to be that one needs to be rather bold to get yourself heard in this business.

Genmab just announced they will present a company update at the next JP Morgan Healthcare Conference. By 2030, their vision is to transform the lives of people with cancer and other serious diseases with knock - your - socks - off (KYSO) antibody medicines.

That reminds me of the old joke about three men who went into a forest. One man had a saw with him, the second man had an axe. And the third man? what did he have? Nail fungus of course because every third man has a nail fungus. But you don’t have to go in to woods alone anymore because there is now some help promised for changing your socks.

Thumbs up for all promising transformers! Let’s see what the JPM will bring for Bex.

In their prognosis for the year 2025 they have several topics, one of them being how Naz Helsinki will develop. They name only one share being the top rising share in 2025, Faron. They think the sp will multiply due to partnering news.

Pörssin hittiyhtiö raketoi vuonna 2025, bitcoin romahtaa, Ukrainaan tulitauko – KL katsoi kristallipalloon

https://www.kauppalehti.fi/uutiset/kl/002ed011-29ec-40c7-937d-3ff3c918904f

You’ll get a good understanding of where you are investing by reading this CMD:

https://www.faron.com/sites/faron-corp/files/Faron_CMD_presentation%20finalv3.pdf

« Buy the rumors and sell the news » would still work as the name of the game, even after partnering news. Only MA would slowly kill such opportunities.

I guess the famous « you never know « means that Juho continues striving for the strategy, financing and partnerships - while elsewhere the Board handles with possible MA opportunities if any. You never know.

Hi GreenManDK,

The quickest channel for all these RNS has been ResearchTree. It pops in my messages often even before it’s available at business media in Finland.

Just wondering these sells and down shifting sp’s despite all good news.

Maybe:

a) some instances need to fix their balances because having major losses in other shares before the year ends.

b) some family investors are transferring shares to next generation before big rise and enjoying losses in the year end taxes.

Don’t know but the Finnish chatboard is like a swan song

Yes, I’ve topped up while enjoying Lindht choclate and almost seeing r/r Superman responding.

Pipeline Update: Targeting Soluble Clever-1 for Autoimmune Diseases

Press release, 11 November 2024

TURKU, FINLAND - Faron Pharmaceuticals Ltd. (AIM: FARN, First North: FARON), a clinical-stage biopharmaceutical company focused on tackling cancers and inflammation via novel immunotherapies, today announces the filing of a patent application around the use of soluble Clever-1 for inactivating T-cells and the treatment of autoimmune diseases and inflammatory disorders. The related manuscript can be read here https://www.biorxiv.org/content/10.1101/2024.10.23.619796v1, which explains how soluble Clever-1 inactivates T-cells and makes anti-PD-1 based therapies ineffective in cancer. The key highlights of these findings are the following:

• Clever-1-positive macrophages and endothelial cells secrete a soluble form of Clever-1;

• Soluble Clever-1 binds activated T-cells and impairs their differentiation into anti-tumor effectors;

• The Company and its researchers have identified the part of Clever-1 that binds to T-cells and inactivates them; and

• The submitted patent application covers use of soluble Clever-1 or fragments of it to inactivate T-cells for the treatment of autoimmune diseases and inflammatory disorders.

The next phase for the Company is to take the identified part of soluble Clever-1 and design the optimal drug composition with the desired characteristics for treating autoimmune diseases. The Company will in due course elucidate this new addition to its pipeline in more detail to expand the pipeline beyond hematological cancers and solid tumor oncology.

"Clever-1 is a master regulator of the immune system. Through decades of pivotal research and our deep understanding of Clever-1 and its role in human biology we have now shown how it inactivates T-cells, drives immune tolerance, and may render anti-PD-1 based immune checkpoint therapies ineffective. In addition, we now have an understanding on how we can use this to our advantage in the treatment of unwanted inflammation where T-cells need to be inactivated. This lays the basis for a new class of drugs to treat autoinflammatory diseases", says Dr. Maija Hollmén CSO of Faron Pharmaceuticals.

Hi Westy, absolutely interesting times. In case Bex could serve several indications including jointly with various CPIs, “humongous” would be an everyday word for us.

Committing investing “one billion” in propositions when certain milestones reached would be peanuts for an 100 billion foundation. Not calling for any kind of careless opportunistic investment but for a well reasoned investment plan. Foundations are for long play and Faron plays with humongous clinical opportunities.

Thanks to Timo, like you say. Wouldn’t be bad for Timo either. With a one billion a 25% dilution makes 4 billions valuation. This would only be the beginning with a one billion runway. If I were Markku I would try to make a pitch because four billion is not yet humongous. The dream is bigger. I am a dreamer.