Member Info for Luckenbach

Yeah, with four months I would make the final arrangements with gratitude while still hoping for a miracle. It was different for my wife’s friend who lived only two months after giving a birth. 18 months would have been a miracle, a reason for gratitude and satisfaction. It’s hard to put a price on that. In healthcare economics 100k or 1000k makes a difference for sure.

Think about, they really can manage to save people’s lives with their invention and cause huge savings in healthcare. Taking into account their background they definitely want to achieve this goal first of all. Big honor!

Still solid ones alone and combo with PD1 blockers are there. They can’t wait forever. There are reasons to keep them now in a silent mode. My guess is that while their ambition is to bring MDS treatment on the market and save lives with or without partnering, other negotiations are ongoing with solid ones. Solid ones do need bigger resources and could need a bigger M&A deal, this could probably happen with the same one they partner with. That would complete the story of an independent entrepreneurial family business right after MDS success and ensures the best possible profit. And the family would be honored into the hall of fame!

There may be some 20 partnering candidates but not so many M&A candidates.

Yes Dan1,

This line is interesting! 

“consider further development and expansion opportunities with bexmarilimab in hematological cancers in the form of partnerships.”

I think authorities recently differentiated the various types of AML so that drugs need to be more specific. That means the market is more fragmented and thus more clear for differentiated smaller but numerous limited partnering deals under the header AML?

On Thursday it will be 20 min presentation and 20 min Q&A. They say they will discuss more the today’s rns. Interesting to see how they’ll present themselves as a company. At least they can have the “lowest hanging fruit” as a spearhead. Not saying it being an easy pick.

But you never know what they have in their mind. Being invited there means that they must have something very relevant in hands.

Most of all I hope they’ll get the resources they need for saving lives. In that case cash able SSV.

The potential is up to like 20 b with current findings. Not saying it all will realize at all but anyway when it gets up to 20, then of course it could bring up other related development paths and the value could be 80b or 200b like BPs. In short therm I could accept 7b. AIMO

I am not having any better knowledge to answer your question. Anyway it gave me a following thought. Faron focusing resources now In MDS/AML and successful in financing the next step. Could they now make a partner deal for Matins or Bexlung spin-up cohorts while continuing solo with Bexmab?

…actually a real rns would be better.

Yes, It’s long time ago when we heard :”Any time soon”. Would like to hear it again any time soon.

Https://www.youtube.com/watch?v=2Ajmosu84rw

It’s revealing when he talks about the significance of having a “Pfizer” size kind of a Finnish company in the national economy.

All in all a very nice conversation and a nice angle into applied science through a scientist and a business man.

No wonder if it will rock from now on. Real patients are benefiting from Bex and maybe at its best it’s “only” a regulatory process to get an approval. Anyway we don’t know what the nature says at the end.

There in between maybe Bayer is the next news and no other real partnering candidate news will get a line. That is why I think there was not much glowing around partnering or financing theme today. But anything can happen like always.

Analysts had estimated the SP between 12 and 27 dollars with an average of 16 dollars per share. The SP rose by more than 80% with more than five dollars up to its current level over 12 dollars per share after the deal.

Point Pharma 1.4b by Eli Lily. What was analysts estimate earlier this year before the deal?

Somehow I think MLF would have like to stay until the big clinical news as a merit. So it has to be something bigger now. No other option IMO.

I agree Sax, if it were bad news nothing would help. Of course any better or a bit worse news could be acceptable and explainable. This can also be a kind of a fight of giants where the next price of the next share issue could land. Last month it was not Toni the former CFO who sold. Actually it was an other instance ( maybe even through multiple channels?)

How will the scheme of this couplet end up. CR is not presented on the company website like the other new one MLF? https://www.faron.com/about-us/leadership-and-board?tab=board-of-directors

If not especially agreed on written about someone’s limited role as a board member, all board members are jointly responsible for what the law says.

Now books are open for CR. My guess is that Bayer has outlined an offer and CR has all information in hands. If there is a planned deal drafted, it may be satisfying all parties and additionally seen beneficial to all what comes to FDA. Still a competing offer can land and CR/Bayer will have a position to rise their offer? Can be very complicated to find the price for a complete deal. Have to go after offers, nothing else. Would be of course very annoying if no deals in sight. You can have visions but you need the money.

Would be a boring theme for a PhD candidate. . Actually all data is saved from every day so it’s only a question of will to know what is going on for those who can and will.

…applies all markets

Financial Conduct Advisory would know that but the whole case in context of AIM is so insignificant that no reason for a case. Anyway tomorrow we are for sure entitled for an explanation.

Things are better than we know like you said. Could it also be that a deal is closer than we know. I am only speculating.

Some letters can have been written already and signed, some letters maybe pending. Maybe they have drafted a good deal with Bayer in blood cancers and that is why CR and MLF are joining the board. So they are then already working smoothly together when a deal will be announced, if not on 22nd already or right after. The other part, solid tumors, PD-1 blockade and combos, a possible much bigger part of the opportunities of Bex can be a way further in the future. This can be a tricky thing to get the pricing in place.

So if BP like Bayer or other will have the whole cake then Faron can’t “eat the cake and keep it” If they’ll get a very good price from the first part now then they need to compromise the latter, the bigger future opportunity.

Are they (we as shareholders) ready to make a Chinese choice. If you can get a one coin now or ten coins maybe later then a Chinese choice is one coin now.

Of course they at Faron are tough negotiators and they’ll get 1-2 coins now but also five coins as a competition from the future expectations now. That is of course far from humongous yet but waiting too long is not very possible I am afraid. Anyway playing with it now is maybe still be possible.

As mentioned only speculating and things can develop in many ways.