Member Info for Saxondale

Yes indeed . Some companies may have a great product/invention , but the management can be somewhat suspect or unproven . Many a time I've seen companies that should have made a success - suddenly turn upside down - due to shady goings on - massive dilutions - mismanagement or even borderline criminal behaviour .

Not so here . Not only is the invention amazing , but they have hugely well respected management and BOD , rock solid IP rights , and all the structures in place to get the results .

All we've needed as investors is a lot of patience .

They have our support and respect , and I'm sure that is appreciated by the company . But they have earned that respect by doing things the ' right' way .

If Faron don't make a success of this somehow this year - given the amazing data that is coming in fast - I might as well stop investing.

The open goal they have now is about 400 yards wide .

And Markku is no Gareth Southgate ( despite having missed a couple in the past lol )

A couple of Proactive articles today ref DEST including this one

https://www.proactiveinvestors.co.uk/companies/news/1037502/destiny-pharma-a-deeper-dive-1037502.html

CT will be at JP Morgan Healthcare conference next week in San Francisco .

Lots of deal discussions no doubt .

Pre clinical data on XF-73 Dermal expected imminently .

Multiple partners in discussions , although all options being considered.

A top tier CEO at the wheel , who knows exactly how to extract maximum value .

2024 should be good .

Happy New Year everyone . Just a small point , but I did a few searches online (that I do occasionally) , and one area that has shown some recent activity is that of trademark applications ( in the US ) . I could never find a Bexmarilimab trademark application which I thought odd , as there have been ones for Traumakine and Haematokine registered in the past . The website I use has had a revamp however , and for some reason a whole pile of applications ( past and present ) came into view .

I won't go into details , but looks like things are in hand . Most recent communications on some are logged as Dec 30 2023 so fresh activity .

Happy New Year - I think 2024 will be a great year for Faron , Investors , and those patients likely to see some benefit.

Feeling very positive here . All the stars/ducks starting to align . Looking forward to all news coming through next year . For me making contact with the ore body will be a highlight . Finally , they will be able to lay hands on the top of the behemoth that is Hav . Not sure it will have any impact on the Sp , but like having physical gold - once you touch it - its very different from just seeing numbers or charts . It's been a long wait ( although not in mining terms ) . Good luck and Happy New Year everyone !

Interesting - at least its not a bot from Simply Wall St lol - This fella is quite high up the food chain - Patrick R. is currently the Managing Director at H.C. Wainwright & Co., LLC since May 2020. Prior to this role, he served as the Vice President at Berenberg Capital Markets from September 2017 to May 2020. Before that, they worked as an Associate at Wells Fargo Securities from October 2015 to August 2017, and as an Associate at BMO Capital Markets from August 2007 to August 2015.

Thanks - is there any link to that available ?

Update or no update , not bothered .

The rerate comes with a deal .

Picked up some sub 70 shares - so happy enough , and will wait for the new year now .

All the best.

Yes its annoying that we never hold any rise .

At least we all get the chance to top up endlessly .

Had a few at £3.07 today .

At least I've learnt to be patient and not buy on news anymore.

One day we'll get a whopper . Til then...

I don't think it will take long to complete this P2 part .

I saw someone on another board talking about ' Founders Syndrome ' , where the founder just doesn't want to let go , or see his baby undersold , and just pushes on . Commendable , to a point , but sometimes a bird in hand etc etc .

Not sure if that is totally applicable here , but we sure have pushed on alone a fair way .

Without Bexmab - i don't know how close to a deal we would be . But with Bexmab - we sure are a lot closer .

So that is a blessing , and will put us in a great position for 2024 .

Hanging in there with everyone else - so have a great Christmas too everyone - not expecting any RNS presents before end of year , but you never know ?

Great for buyers though ;-)

This share will swing up and down until boom time , so always a good idea to keep some dry powder for times like these .

The news keeps getting better - and they drop the price for us .

If you've got cash on the side it's Christmas come early .

Exactly - SW has zero value in the SP - that evaporated long ago . So anything postive is positive , no matter how small . Looks like they are using all their skillsets to home in on potential motherlodes - whilst learning huge amounts about the region and further Hav lookalikes . Its what explorers do .

Great RNS and also a very slick presentation .

Things will move at pace in 2024 - "potentially pivotal P2" .

Thanks Troajan . Bexmab news may start attracting some new investors now that there is soon to be a clear and short path to authorisation, but the value in Bexmab is really just the tip of the iceberg . The beauty of Bex is its huge combination potential . The Matins trial has laid the foundation , now we can layer on combi trials in many new areas ( with a Partner or Partners presumably ) . That's where the bigger value is .

I'm hoping that is why Markku has delayed any deal up until now - as he knows the value of Bex is in these further trials , not just an MDS/AML drug ( although that will still be great in itself ).

£3.50 is still in the foothills of value . Plenty more to come .

You can try here -

https://www.voxmarkets.co.uk/rns/announcement/b34cf876-d7bf-440b-8743-fd8f6da3df6c/

Its like feast or famine here that's for sure .

Momentum is building again now though , even if mostly over on the Nas .

Looking forward to what next news is either way .

I've got two other pharma shares on cusps of deals ( AVCT and DEST) .

It would be nice if at least one came good in the next month or so .

Had a little dabble at 1812 - just before it all locked up at the end .

Seemed a bit of severe reaction - for such a big company it sure is a massive move in SP .

Although looking at it's history it does seem pretty volatile .

I feel for holders , days like this are not pleasant .

Anyway , Best of luck .