Member Info for Saxondale

Https://www.youtube.com/watch?v=j6wNZwnZB-4

Good recap of where Faron are .

'Very Rare and exciting to get such good data '

MLF - more patients onbaord in US - and more good data to come in coming months . Talking to new sites also .

P2 will need 60-100 patients - looking forward to getting it underway .

Inflection point - other companies have realised they need new immunotherapy strategies - they are very involved in discussions .

Asked about an IPO - today - market is tough today and maybe not best time for it ( unless you have a great set of data )

Markku still coy on what is happening in the very short term - no news on funding for P2 - how its happening .

Perhaps this interview was done a while ago , not sure .

I expect CR will have a view on that lol .

CR Bio is now up on the webpage - and they slotted her in right at the top ( not that means anything right ? )

https://www.faron.com/about-us/leadership-and-board?tab=board-of-directors

Ms. Christine Roth is a pharmaceutical executive with over three decades of experience in the industry. She has played key roles in the development and launch of several therapies, including the first immune-oncology therapy and intentionally designed targeted therapy combinations. Her career includes leadership positions at major pharmaceutical companies, such as Novartis, Bristol-Myers Squibb, GlaxoSmithKline (GSK), and most recently, Bayer AG, where she serves as the Executive Vice President of the Oncology Strategic Business Unit focussing on precision molecular oncology, next-generation immuno-oncology medicines, and radioligand therapies. At GSK, she was responsible for the rebuild of the oncology business, including the integration of assets following the acquisition of Tesaro. Ms. Roth’s expertise extends across various therapy areas, including Oncology, Cardiovascular, Metabolic, and Infectious Diseases. She is actively involved in industry associations, such as the American Society of Clinical Oncology and the American Society of Hematology. She holds a Bachelor’s degree in Chemistry from the University of North Carolina at Chapel Hill.

I watched the meeting , and as usual SD is being as honest as possible , and putting himself out there .

Lots going on - so he's hardly going to spill any beans that he doesn't have to .

I'm not bothered about whether he buys a pile of shares at 6p or 14p .

He's had some in the past to tick the box . Personally , I think he's got bigger things to get on with . He isn't a stock trader - he's a gold explorer/producer MD . His skin in the game is his reputation . He'll make plenty of money ( and already is ) and more so when Greatland moves up to the next level .

We are now months ( not years ) away from hitting the good stuff , and that's when the wheels will start moving a lot quicker .

Let's get the Newmont takeover done , and see where we go .

As SD said - it was a goldilocks timing in relation to Telfer .

Gold price will be our friend over the next 10 years .

All we have to do it sit back and let it happen .

As always , many AIM pharma shares are viewed as almost toxic by the market , until they pull a rabbit out of the hat .

Well , at Faron we can see the ears and a nose poking out .

Hopefully not too long until the final reveal !

I don't recall any reason being given .

But my assumption/hope is that her job as CMO was to get Bax to stage where they could sell/partner up . At which point there would be a fresh team/or even company taking the lead ( and with Faron getting a huge payoff ).

She is remaining with Faron as part of the board ( and remaining a key part of the team ) - plus we have the Bayer big shot Christine Roth joining tomorrow - a huge stamp of approval from a Big Pharma .

The interim position announced today - also fits in nicely with the theory that another big change up is coming .

Birge has more than 30 years’ experience in global R&D, spanning all aspects of early and late drug development, including strategic, clinical, regulatory and market access.

https://www.transcrip-group.com/team/birge-berns/

Another quality hire - but why Interim ?

Is the plan to change again , or is this common .

Suggest to me that they don't expect the role to be long term , as things will be changing again shortly ?

New Partner will want to take the lead ?

Either way - its good to have DR Berns onboard - and big thanks to MLF for her work .

While at Johnson & Johnson, Dr. Berns established and led the European clinical hemato-oncology group for Centocor, the J&J Immunology group, devising early development strategies for biological molecules in a wide range of oncology indications, and writing the supporting clinical and regulatory documents. She maintains close ties with the Institute of Cancer Research/Royal Marsden Hospital in the UK where she obtained her Master's degree in Oncology and continues to teach on this course.

Dr Berns is currently VP, Head of Clinical Development & Regulatory Strategy at tranScrip Limited, a strategic drug development partner that provides bespoke drug development services to pharma clients. She also serves as Chair of the Policy & Communication Group of the Faculty of Pharmaceutical Medicine, UK.

"Bexmarilimab has the potential to usher in a new era of cancer treatment for patients in relapses/refractory acute myeloid leukemia and myelodysplastic syndromes that face scant treatment options," said Dr. Berns. "With my long-standing expertise in all aspects of early and late-stage drug development, including strategic, clinical, regulatory and market access, I am keen to apply my skillset to accelerate the development of bexmarilimab."

Plan to go straight to a pivotal P2 trial !

Great RNS - looking forward to the details .

Faron business development guy also published recently a research article as to how FDA fast track designation can boost a company's share price ( as if we didn't know lol ) . But it shows how even the improved likely hood of forthcoming market approval can boost the SP by 100% .

Every company is different mind you - some will have more potential for their pipeline than others .

Good to see that Faron are working in unison in their mindset of what they have .

Should they hit the big time as we expect - they will be a role model for up and coming small biopharma .

https://www.sciencedirect.com/science/article/abs/pii/S1359644623002878

Oh well , whoever this chump is , he facilitated a small top up for me at a nice price .

Amazing that after all this news on the trial , people can still rock up and buy these shares for about a quid .

One day soon , I'm pretty sure that will all change ;-)

I quite like to see a rocket ( made of commas etc) .

Been a while since we've had cause to , unless it was a pic of the Challenger .

Anyway - news of the day in my household is that my pile of GGP is actually in the blue !

enjoying the moment lol

Smart move . Lots of moving parts in this puzzle . SD looks to be on the ball .

Also - they seem to now have a commercial solution in place for Interferon Gamma biomarker testing , if I'm correct in what I heard , as that is not something regularly used in clinics ?

Sounds like they are working now on really fine tuning this package to hit the ground running when approval lands.

Just watched it . seems to cut off halfway through questions which is a shame , but you get most of it .

One new bit of info he couldn't spill details on was that having had time to study the data on M2-M1 conversion, they now know which signalling pathways are critical to obtain the immune system conversion .

He was really excited by this . Obviously a key element to proving up the thesis to the regulatory bodies .

So again - things are even better than we know .

Also - those extra 15 patients have been recruited - and will have been 2-3 months into their treatment .

Again - Faron will have data on that .

Looking very relaxed and confident .

Markku will be at HC Wainwright today - link to interview now available

https://journey.ct.events/view/49b57636-a343-4751-a341-05413214441c

Thanks for that .

Juho has in the past always been a little less restrained in his thoughts .

Having said that , even Markku now is using the word ' humongous' in every interview.

The data is coming in . I am 100% sure that they are seeing , or already have data on those extra 15 or so patients in Bexmab that they need . Hence the build up in excitement in management . They will know very quickly if a patient is responding .

Personally I'm still buzzing from the announced involvement of Christine Roth .

Others however will be keen , and like you say - who moves first .

You snooze you lose .

Roche story today also highlighting how they too ( as well as Bayer ) are on the hunt for new drugs , that are already in clinical trials , and that are showing the potential to be blockbusters.

They are all competing with each other to be the top dog .

Faron really are at the 'Goldilocks' stage right now as far as getting noticed ( and snapped up )

https://www.bloomberg.com/news/articles/2023-09-11/roche-ceo-eyes-drug-failures-seeks-pipeline-productivity-push?leadSource=uverify%20wall

Yes , I think it was a good appointment at the time as they were trying to establish connections in the US . But things have moved on now . We'll never know if she helped with anything in particular , but the replacements sure carry a lot more weight . Not surprised at slight drift in SP . We've had a good move back to sensible price , but we still are running on speculation and associated news , such as CR . Fantastic as that was - we still need some hard news to back it up .

A few weeks (3-6?)until a Bexmab update . That will come with CR in place , and so finally then we will find out which direction Faron are going .

From that article -

Unfortunately, the results of the clinical trial weren’t as successful as the researchers had expected, based on preclinical models and a solid theory behind the drug. Of the 67 patients able to be evaluated for their response to the drug, only 32.8% had stable disease.

MD Anderson centre- is one of Bexmab key US sites - with MD Naval Daver investigating .

It's a small world .

Yes Luck , this appointment is very telling .

She isn't joining Faron out of curiosity or for a little retirement cash .

She is a big player , in a big company , that are actively looking to acquire new pipeline drugs with multi billion dollar potential .

No wonder Markku was twitching with excitement the other day .

Another article here - highlighting Bayers intentions .

CR opinion is that these days you need to be hunting for the multi billion dollar pipelines , not the small scale one off drugs that won't make a big difference to your turnover .

Faron have been talking to , and been on the radar of probably all the major Oncology Pharmas .

Bayer look to be the first to show that interest officially . Others may now have to show theirs .

A bidding war , should it occur , and its not unreasonable to suggest it , would propel us into the stratosphere .

Exciting times !

https://www.genengnews.com/gen-edge/top-10-ambition-bayer-aims-for-10-billion-in-cancer-drug-sales-by-2030/