Member Info for Saxondale

I think we have been priced down already regarding IFN Beta1a , as if we have a Traumakine failure .
We lost nearly 40% of value after the WHO results - albeit not even our therapy - but mud sticks .
Since then Traumakine has been priced as a write off , which is fair enough , its down to us to prove them wrong .
When the Vaccine news landed , other shares like SNG and NCYT dropped like stones . We didn't budge an inch . Nothing .
That tells me , as far as Covid goes , Traumakine is priced at zero , and can only go up .

The value the market has given the SP hinges on Clevegen alone at the moment which again is fair enough .

Heamatokine is too far down the road to make an impact . It will , but not yet .

Clevegen and Traumakine still can come good , and really nothing has changed other than they discovered what Markku had been telling them all the time ( ie that subcutaneous doesnt work ).

The chance of failure is still there , as is downward pressure on the SP by those intent on collecting shares . Just look over at SNG for crazy price drops ( and rises ) for no apparent reason .

But what has changed ( for Traumakine in particular ) , is that a success story would mean a reward for shareholders 10-20 times higher than would have been achieved in 2018 .
The same really goes for Clevegen , as the SP has taken such a knock from Interferon related issues , that if that comes good , the rewards will be a big jump from where we are today .

If they muck about with the SP , just forget at about it , and switch off until we see an RNS

Too right , admittedly if you are in the red , its not that funny at the moment , but I'm sure that aside from that , people are loving the cloak and dagger farce that is ensuing . I haven't researched the directors past whats been written on here , but someone mentioned combover , and I immediately thought of the guy in the Hamlet advert trying to keep his hair in place in the passport booth . Maybe they will make a film of this one day . My hunch is it begins with ' Carry on... :-)

I joined this circus about a week ago - picked up a lead on the NCYT board - looked over here and it was 6p . Oh well , I'd missed the boat - then hang on.... all hell broke loose . Joined in at 2.5p then sold quickly as it all seemed to be turning into a handbags at dawn scenario . Got back in at about 1.5p for a few grand as it just seemed too good to not succeed . I had watched Gareths videos and the story captivated me . Since then i've just blotted out all the soap opera , and concentrated on what this product will do and how much it could make for shareholders . So far so good . I'm sure there will some more classic Fawlty Towers moments ahead , but I really see this happening now , and turning into a underdog does good story !

In that tweet - I'm assuming where they mention Interferon Beta1a , they mean the subcutaneous version from the WHO study , as we are yet to see any I/V data from either WHO or REMAP .
I haven't watched the webcat yet - did they mention intravenous ?

Two of the four treatments given a head up then .
We seem doomed to be last in the queue for an update .
Also note in the Guardian report that 80% of patients on Remap were given Steroid Dextawhatever , including most of the patients on Toc & Sar . At least our patients ( all the other 20% would be nice ) have a steroid free domain .

Lets see what comes next

Had another email reply from REMAP yesterday - the next publication that was delayed before Christmas is now imminent .
Fingers crossed for news about us ( and good news this time hopefully ! )

Sometimes the lack of news and progress can make me anxious .

Its those times that sifting through old and recent news , re listening to interviews , even real old ones , to see how things actually panned out , and how the company dealt with it , always brings me back to the same conclusion . That Faron really do have something , and its worth waiting for .

This fairly recent recap gives us plenty to be optimistic about in 2021

https://www.proactiveinvestors.co.uk/companies/news/215244/faron-pharma-right-in-middle-of-fight-against-cancer-and-coronavirus-215244.html

Mind you , a year at Faron is a bit of a grey area .

I think we will have blown our cookies if we get to a position where neither Clevegen or Traumakine have a route to market .
That would mean failing multiple times with every cohort on Clevegen ( currently 10 ) , and also failing to produce a result with Traumakine from Hibiscus and REMAP-CAP .
Clevegen has had a great P1 , and P2 studies must have been promising as the company has raised additional funds , signed commercial manufacturing agreements , and rapidly expanded the number of cohorts to be trialed .
I feel despite Covid etc , Traumakine for some reason has had its progress delayed and hampered by external forces , be it bad luck , big pharma , political focus on vaccines over and above therapies or a combination of all of them .
It may also be down to the fact that Faron really wanted the next step with Traumakine to be funded by a third party - and with so many choices for investors to run with , and the goal posts moving so much , it has just taken a lot longer to 'cut a deal' .
Most of the placing funds were earmarked for Clevegen development , and Faron didn't have funds to pursue both like they may have wished . The Clevegen cohort expansion is pretty massive and costly .

So the window for making a deal , hitting that shareholder value jackpot , and moving the trials onwards is here in Q1 2021 .

If any of those 10 cohorts are good , then Faron will hopefully cut a deal with someone . I'm just not sure how they envisage a best case scenario - multiple small deals & liscensing , or a massive one hit if a big pharma wants to run with it all . With all the Presentations Markku is doing , I get the feeling he sees Clevegen being sellable to many different potential partners , as the cancer treatment world is so diverse and specialised , and with 10 different types of solid tumours being targeted , surely it makes sense to explore every option .

Either way - if first results are good - then its just a case of how much and when - things will come good for us one way or another . I'm sure the SP will rerate until a deal is done - so just cash in when you reach your exit price , or hold for long terms gains .

If the first results are aren't good - which I just can't see - then we will have to tuck this share right to the back of the drawer and wait for further cohorts , and what comes out of REMAP and Hibiscus .

can't think or a name for the widget , but running on a music theme , how about Aerosniff ?
or maybe Iron Marden , The Betals or even just - the Cure .

Good news about Polar too . Ice Ice baby !

Happy New Year All .
Christmas is over , but we are all still waiting for our presents here .
Incidentally , somebody has removed the Lighthouse picture from Farons homepage , and replaced it with a large virus picture .
Maybe that's a subliminal message to us that we don't need a lighthouse anymore as our ship has come in !

Great post Trinity - you have summed up very succinctly what many of us are thinking .
Lets just hope this drug gets a fair chance . At least the fact that we aren't handcuffed to any one country or Govt yet gives us plenty of options to maximise shareholder value .

Can I add my thanks to the knowledgeable and generous posters on here too , and wish you all a Happy New Year .
I can't contribute much as I have no expertise , but have been riding along this journey all year - and what a ride .
This board is a wealth of information , and hosts may of what I consider trustworthy opinions .
Thanks to GH & CB too for delivering the goods , and doing it as though they sincerely cared for the private investor .
2021 looks to be at worst case scenario - just great , and at best case scenario - mindblowing .

Short video posted a week ago by REMAP - just to explain how the interventions work

https://vimeo.com/493273570

I think the lady says all they ask is the hospital chooses 2 interventions per domain . The hospital can chose interventions that best suit the hospital set up and for their patients .

I guess that means at least each of the 12 domains do get a fairly even chance of being used .

31 interventions in total ( down from 33 )

4381 patients so far ( 3615 with Covid )

365 per domain if you split it evenly .

The Immune modulation domain has us and 3 others in it .

So technically - we may have never been chosen by anyone ( if they picked 2 of the others )
But if that were the case , you would imagine we would have been withdrawn a long time ago .

With Farons own data that has been shared , Lancet publications , and the recent Interferon Beta 1a success with Synairgen , surely many hospitals would want to choose I/V IFN Beta1a from the line up , given that scientifically , it stands a good chance of being effective .

As that video was only posted last week I believe , recruitment is still going full speed , and with the majority of participating hospitals in the UK , they won't be short of patients .

Waiting is the name of the game now Zum . We all know what the potential is for both therapies . There just isn't anything to chew over at the moment . Zero news , nothing from REMAP ( despite that vague response I got ) . The SP has sunk below what any respectable holder would wish to sell out at , hence the stalemate trading position here .
So we just wait .
It would be nice to be a fly on the wall at Faron to get a feel of whats happening , but all will be revealed in the new year no doubt .
This share certainly isn't one for those investors that like to be spoon fed their updates on a daily basis thats for sure .
Happy New Year anyway , and roll on some good news next month !

Nice one Oil , I was tempted to shift some GGP profit across today , but its like getting off a horse before the finish line . Found a little bit to top up here - sowing the seeds for next years big winner !.

Merry Chrsitmas

Zen raised my curiosity to invest here back in 2018 , but it did become a bit of a circus in the end . But then again we did have a few outstanding days which were fun , along with some right stinkers which weren't . The current holding pattern is a real anticlimax to what could have been a mindblowing finish to the year , but thats pharma shares .
The BB outlook here is perhaps not as high voltage now ( imminent fireworks , rockets and yachts) but it's certainly more realistic .
The Faron story hasn't changed . But the Covid story took us into a different realm of expectations .
I too see Traumakine coming good once it gets its chance . It will play its part in tackling Covid and ARDS I'm sure .

The Clevegen story got forgotten somewhat , but is now preparing to make a comeback , and bigger than ever .

And although Faron may be seeing some data sets on P2 trials , I'm not expecting to see any RNS until January now .

Hopefully people have made some money this year either on this share or others , its been a crazy year thats for sure .
Lockdown etc means I've been share watching far too much this year , which is not healthy .
So lets hope January starts with some positive updates here , and we all start looking forward to happier days with vaccines , therapies and the like making our lives better .

Merry Christmas all

Ah yes thanks Ghia , i see that now in their RNS . Still , if SNG goes well , there will be much demand , and a freeze dried version would be a handy addition for both of us .

and sorry for the terrible spelling lol

Despite the lack of news on Hibiscus , one thing we do know is that since August , Faron have had 4.6 million euros to invest into developing a new cell line in order to scale up commercial manufacturing of IFN Beta1a .
AGC Biologics will be developing this new state of the art process for the manufacturing of interferon (IFN) beta-1a.

That was all the info we were given , but I'm assuming that this would have something to do with the lyophilised formulation for which Faron have the patent ( 2016 )

https://patents.justia.com/patent/10293030

SNG may well be the first Interferon horse across the line , if their P3 trial reflects their P2 success . That will create a global demand for IFN Beta1a never seen before , regardless of Traumakine .

Synairgen have Rentschler lined up for commercial production , who Faron fell out with over this new cell line development .

The reason that Faron worked on this new formulation is explained in the patent blurb - ie that IFN Beta1a does not have a great shelf life , and that as with all proteins , over time the efficacy and bioactivity are affected . Dosing with I/V is all important , hence Faron sought to solve the problem .

However , this invention will benefit all therapies using IFN Beta1a .

The freeze dried formulation can be shipped , stored and then reconstituted when needed , allowing hospitals to maintain good supplies , either for use or in preparation . Can you imagine the size of orders the USA would place , if IFN Beta1a gets approval .

Regardless of Traumakines final success , the groundbreaking manufacture of long life IFN Beta1a could suddenly become a cash cow for Faron , as there is no way Rentschler would be able to replicate it , or even match demand if SNG001 were to be approved .

I've been in SNG since the 30p days , and back then there were many on there losing faith , lack of news causing unrest and doubt . Patience , research , and a degree of trust and faith in the BOD are required with pharmas . They work to their own timelines .

The Fast Track Status will open doors now . Pretty much a seal of approval . I will not be selling any shares today . SNG are now in an almost unique position . Yes well done SNG . The placing to fund their own trial and retain 100% ownership was a masterstroke , for which shareholders will be very well rewarded .