Member Info for magmanus_49

Here is the thing - you can sell and move on. Its an open market :)

News dev / update news come anytime here too - s/h and board is not stupid as some people who are not in said they might be here.

I am here to make sure folks are not fooled by trolls and those who sold in panic wanting lower.

I am watching the silly comments here and have good feel when some who has sold or shorting posts bs- I have that 6th sense.

The price is huge here that's all I know.

Making up stupid numbers to buy lower is a fools game here now after 3x drop.

The stock can jump move over 100p at any time now. Mark it.

I am not even in as much fella

I am waiting for sellers to go out low under 100p

I am doing my dd here like many of my other projects.

My view is anyone who has shares does not need to sell - or they lose their right to buy the offer that s/h board can only decide. I will be in soon though as its down 3x now, and want that right to buy.

The drug see below has huge potential and market - so all to buy and hold onto - even of you bought 200p+

Some DD - more important then day to day ps moves.

A credible external benchmark: the global MDS drugs market has been estimated around $2.9B (2023) → ~$5.3B by 2030 (Grand View Research).

Bexmarilimab is being positioned for higher-risk MDS, where pricing is typically high and unmet need is significant (especially high-risk subgroups like TP53-mutated disease highlighted in BEXMAB updates).

Also important: Faron is running/expanding work beyond MDS (including solid tumor programs), which is part of the “multi-indication” optionality bulls point to.

Faron’s bexmarilimab (anti-CLEVER-1) has shown strong BEXMAB data in higher-risk MDS and the company has communicated an FDA-aligned registrational path for frontline HR-MDS.

A simple rNPV-style range (illustrative)

Using typical biotech assumptions (oncology biologic margins, discount rate, probability of approval for a Phase 2→registrational path), a plausible “today” value range for bexmarilimab as a single asset often lands around:

~up to $900m today (risk-adjusted)

That range corresponds to peak-sales scenarios roughly $300m → $2.0b, with development risk still in place.

Why the range is wide: it depends heavily on (1) whether HR-MDS is just the first label, (2) how strong the registrational design is, and (3) whether the mechanism expands into AML/solid tumors.

Deal-comp sanity check: Phase 2 hematology/oncology assets with standout response rates commonly see partnerships with hundreds of millions in total potential value, sometimes more — but the upfront is usually much smaller until registrational certainty is clearer.

What it could be worth on FDA approval (approved asset value)

Once FDA-approved, the “risk” component collapses and value shifts closer to commercial NPV:

~$0.6b to $3.5b+ post-approval value (depending on label size/peak sales and duration of exclusivity)

That’s why investors focus so hard on frontline HR-MDS: frontline approval can open broader use within the indication.

Market reach (how big is the prize?)

A credible external benchmark: the global MDS drugs market has been estimated around $2.9B (2023) → ~$5.3B by 2030 (Grand View Research).

Bexmarilimab is being positioned for higher-risk MDS, where pricing is typically high and unmet need is significant (especially high-risk subgroups like TP53-mutated disease highlighted in BEXMAB updates).

Also important: Faron is running/expanding work beyond MDS (including solid tumor programs), which is part of the “multi-indication” optionality bulls point to.

Competitors (direct and “functional”)

There aren’t many direct CLEVER-1 competitors (it’s a relatively differentiated myeloid checkpoint target). Competition is mostly functional—other therapies trying to improve outcomes in HR-MDS / AML or modulate myeloid biology.

In HR-MDS / AML (current & emerging competitors)

Standard backbone: azacitidine/decitabine (SoC)

BCL-2 combo approach (mainly AML; increasingly studied in MDS): venetoclax combinations (AbbVie/Roche)

CD47/SIRPα macrophage axis: e.g., magrolimab (Gilead) historically prominent in MDS/AML discussions (development status varies by program)

TIM-3 / immune modulation: e.g., sabatolimab (Novartis) in MDS/AML development programs

Other investigational agents in high-risk molecular subsets (TP53-focused approaches, novel immunotherapy combos)

Why bexmarilimab could differentiate:

Bexmarilimab’s pitch is myeloid-cell “reprogramming” via CLEVER-1 (rather than depletion), potentially pairing well with other modalit

Oversold by 3x here since Monday - overdone big time.

At this point, the stock is down roughly 70% since Monday 9th, despite no fundamental impairment to the lead asset. That’s a significant re-pricing driven largely by sentiment rather than clinical failure.

For those who accumulated below ~120p, the risk/reward from here looks materially improved. In the short term, a relief rally is possible as uncertainty clears. Longer term, value will hinge on execution and eventual approval — but if milestones are delivered, the upside from current levels could be substantial.

It’s also worth noting that the broader market was volatile today, which likely amplified hesitation and liquidity swings. Some holders may simply have rotated capital elsewhere.

From here, the key variables are:

s/h approval of rights pricing given fundamentals and year price range of 175 -250p

Take-up levels

Continued clinical progress

The emotional phase of the move appears to have largely played out — now it becomes about fundamentals and execution

Insall - looks like you sold with a big fat loss and now hoping - pressure got you hey. LOL

No fella, they have not decided on how many shares to offer and what price below 175.

I feel some who bought Tuesday sold at loss too and now feeling FOMO and trying to make up BS in vacuum. LOL

Wont be surprised if it jumps 100p+ tomorrow or Monday as oversold by 3x now - rights is -30% at best and then it still pushes up as fully funded.

What Instirtuion sold you?? what a load of tosh - Inst don't sell low fella

MMs taken all stock of bears and retail panic sllers since Tuesday here

They will take more off others on reverse.

Selling here under 100p would be same as suicide - give the asset NAV value - you might as well leave investing game.

Holding well here, anyone buying since Tuesday wont be selling a single share and if act we all looking to buy more here.

Long hold here.

Bears, trolls and flippers are penny a piece.

1st rights go to s/h so not sure why anybodu would sell here.

Rights go to holders only - if s/h want to go that route if not then its seek and close the partnership route- PS back o 175p

FARN has a massive asset on their hands with super good results to date and very close to home run.

It has traded 175-250p over the year give the results - bit on the low side based on NAV. So s/h would want to maintain that.

anyways have a good day, and do buy back soon - or you may be left holding nothing soon,

Took out a few loss sellers / traders today, good to see.

expect some to lose here now as they panic out on the upside too.

reverse sweep in play here

anything under 120p is strong buy and hold. He fat lady has not spoken here, and fear the biggest enemy in the markets and biggest ally too.

If offer price 100p then that's still 70% less that close price on Monday before intent issues for rights to be approved by s/h

Its already down 3x from Monday, so hoping for cheap rights to buy is a fools game here - all the while holders ahve been takig cheap stock under `175 since Monday off shorts and weakhands.

have a nice day, 100p+ soon before anything

if s/h don't approve on the rights well its back over 175p anyways and partnership rout will have to taken as there a re few who are interested.

UK has some catching up to do.

Offer wont be under 100p, despite the scare mongering by trolls and sell-outs since Tuesday after standard gap down to around 120p on Tuesday to price in the news - rights usually -30% discount from closing price before intent announcement.

Buy / hold when there is max fear and panic.

have a nice day. We pick up pace later here

Good limbo though :)

Soon limo :)

2 days not bad

This company has been strong over the year trading between 175 - 250p - as they have strong pipeline etc.

So under 100p is steal

Calling major bottom here

have a nice day

Some delusional posters think this will never go back up

watch and learn.

Nothing has changed since Monday in terms of the fundamentals.

Rights issue is a good think here given where they are with the pipeline and usually about 30% discount to close price before intent is shared, not 70% discount based on some panic sellers and bears getting in low. Far from it.

As Latino said, buy is now completely possible - s/h holders to decide here - and nothing has been decided so why down 70% in 2 days on low sell vol???

JR well said. Its common sense here.

Intent does not mean action or action drastically below last close price before intent, Or we would all be rich.

The trolling/ bashing hoping for lower here now is is opposite of a 200% rise hoping for more. Take a moment to just think about that one. 200% up and loading up hoping for miracle.

(Enough said - I'm happy here and now what this is and will be )

OK, need to get some work done on my pet project.

Couuple of trolls below

yes they have not set the price - they need permission first and then decision on price for rights usually 30% below last close before intent was announced - so why down 70% - trolls can't explain.

Anyway happy to be getting in under 120-1000p

More buys then sells last 2 days hands down - only assume we have been buying off trolls then - as rhey are working o/t Even better