Member Info for Saxondale

This Forum was this week ( 20-21st April in Carlsbad , California ) Not a bad spot for a conference , I stayed there a few years ago . Hopefully Farons recent trial news would have been a topic of conversation amongst the experts there . I wonder if anyone from Faron made it to the event too ?

Dr Daver is a busy man - tweet here shows him in action at the Acute Leukemia Forum 2023 .
https://twitter.com/LeukDocJZ/status/1649480983534768128?s=20
Subject on screen behind him reads - The Big Picture -Immune based Approaches in AML/MDS
Tuesday should be interesting - I won't be able to watch it live but it should be very enlightening.

Not sure if posted yet -
https://www.youtube.com/watch?v=dtwNnKTg-8c

4 non binding offers at present.
3 site visits completed .
Have talked with 4 gold producing companies , 2 TSX listed 2 Chinese
Timeline - Investment bank need to convert a couple into binding - and when that happens - if half acceptable , it will be announced .
4-8 weeks for that he thinks - maybe quicker .
All due diligence and legal stuff going on .
SP doubled in month - Gold price has helped - not just the Condor effect . Political situation improving.
Speculation that this is actually a real deal .
Heavy discount for Nic location ( 5 x discount compared to if it was in canada)
Another trip for Mark to Nic on cards soon as another company looking for site visit .

New Condor presentation coming - things progressing nicely .

Faron have the right people , and also now the connections .
LLS support will be invaluable over the next few months.

Q3 is not far away . Lets see what the KOLs have to say . Things can happen very fast .

Meanwhile , another drug associated and supported by LLS gets FDA approval
https://www.lls.org/news/fda-approves-treatment-patients-newly-diagnosed-most-common-lymphoma?utm_source=Twitter&utm_medium=Social&utm_campaign=04-20-2023-LLS-FDA-Approval-DLBCL-ZGM

Elephant country .
The presence of steep dipping veining within the mineralised zone increases the potential that the mineralisation extends to the top of the basement at approximately ~550m below surface. For context, the Havieron deposit occurs at ~420m below surface.

Worth absorbing what the below blurb means - it has been life changing for those who enrolled in the first cohort .
Every bit of data they put out is just super positive - safe and effective.

· In the second doublet cohort (3mg/kg + azacytidine), two patients have objective responses thus far, including one complete response with incomplete blood count recovery (CRi) and one patient with hematological improvement in platelets (HI-P). There are two patients with SD, of which one has > 50% reduction in bone marrow blasts, and one patient with progressive disease.

· The first doublet cohort (1mg/kg + azacytidine) has seen a complete response with incomplete hematological recovery (CRi) in a patient with relapsed/refractory AML. The patient is still responding after 10 months. Another patient with MDS that experienced CR is still in remission after 9 months. An additional patient that achieved a partial response has undergone a possibly curative allogenic stem cell transplantation.

· No bexmarilimab-related Grade 3 or higher adverse events (AEs) or serious adverse events (SAEs) observed in the second dosing cohort and enrolment into the third cohort (6mg/kg) ongoing.

· The first triplet cohort (1mg/kg + azacytidine + venetoclax) was well-tolerated and the second cohort (3mg/kg + azacytidine + venetoclax) has opened for enrollment.

· Additional efficacy read-outs for all cohorts expected in the upcoming months.

· On a potential path to a Biologics License Application (BLA) submission, the Company plans to seek FDA advice during Q3 2023.

Amazing results again - this must exceed their expectations !
Pretty much nails progression to PII and accelerates progression towards authorisation .
Partners please form an orderly queue lol

I'm also pretty thankful that I got back in . Pure chance really . But I'm sure not selling at 14p , when my average was nudging a quid first time around .

25th April - new event marked as a KOL Call ( Key Opinion Leader ?)
Is this something to do with one of the SAB team ?
Either way - possible update in the pipeline ?
https://www.faron.com/investors/calendar

Quite a piece of work that . Congratulations to Miro.
Gaining acceptance that Clever 1 is a viable target has been key in the Bex valuation .

I bet he stuck in in there so he could deploy a good ' dad joke ' along the lines of he'd heard that the audience might be a bit quiet so he'd need something to cut the atmosphere.

A very good presentation . Mark looking cool and collected , and quietly confident .
Some good little nuggets in there regarding the sale , and the potential value of a company sale too .
Had a top up today too , 30p is still very cheap .

Well its nearly 3 months now since the last Bexmab update . They should have data now on the triplet combinations .
They may well be recruiting in the US too , but if so , we should have an RNS pretty soon .
I'd rather see funding from a collaboration , than a US listing , but either way , James is the right man for the job , in the right place , with the right connections to steer Faron through to the next level .

I hope so Laplom . Faron have always said that Bex could be used in that respect . It was more a concern of the long term data on these new therapies which they just don't have yet .
The accelerated timescales for new drug approval that seems to be gaining hold , at least bodes well for Bex .

I wouldn't panic quite yet . Makes a great headline , but attempting to play God with gene therapy in a totally new field of science , when you don't have the instruction manual , will come with consequences .
I think most people who have a brain wouldn't touch that kind of thing with a barge pole .
Faron for example were the leading experts on IV IFNb1a , yet even after 10 years of research , were blindsided by an unknown factor that they hadn't spotted .
And for anyone trusting claims made by Big Pharma - when they want to make money - read the following.
Ironic that the drug was called Bextra - would have been a good tagline for our drug .

https://www.justice.gov/opa/pr/justice-department-announces-largest-health-care-fraud-settlement-its-history

News like this - where a drug that missed its Phase 3 endpoints , but still gained approval , must give hope to the likes of Traumakine where it has been clearly proven that the steroids interfered with their P3 results , which would have given a clear signal that IV IFNb1a makes a huge difference from those suffering from ARDS .
Perhaps some of the early/late treatments that were recommended by many 2 years ago , but for some reason got left in the weeds , may get some attention at last.

https://www.fiercepharma.com/pharma/fda-authorizes-inflarxs-anti-inflammation-drug-most-serious-covid-despite-phase-3-miss

1:18 He had to correct himself saying ' collaborations ' to ' possible collaborations' .
I think he knows they are coming .

I'd sold my holding here a few months ago - it was just like a painful relationship that I needed to end . ( Daughter still has hers - although hardly worth much at the moment) .
However , the SP today just looked too appealing , even for a quick trade viewpoint , so I bought a pile .
I really hope they can raise something out of the ashes here . No reason why they can't .
I invested a lot of time , money and emotion with this share ( like many)
Apart from seeing a few tweets , I haven't followed too closely recently , but I'm hoping that luck will shine on this share again , and we can recoup some of our losses .
The 8p buy out remark did make me chuckle too . You gotta have a sense of humour lol

New CFO on Proactive
https://www.proactiveinvestors.co.uk/companies/news/1011356/faron-pharmaceuticals-moving-into-next-phase-with-new-cfo-1011356.html
He will drive the US focus for Bex -
Help with executing the plans already in motion , and making sure they have the resources for the long term too.

He sees Faron as having some amazing assets , and he sees himself as being able to bring his skills to help them develop.

Thanks Winit . They haven't announced which sites yet publicly , although MLF did a panel meeting with LLS on 18th Jan ( doesn't seem to be a recording online ), where she thanked LLS for facilitating the sign up for these new sites ( in US) .
https://na.eventscloud.com/website/49472/welcome/
The LLS has a strong connection with BMS and many of the top tier hospital clinics , and it took just a couple of weeks to get these sites onboard .
RNS on 16th Jan - Markku states - "We are incredibly proud of our work with the LLS TAP," said CEO Markku Jalkanen. "The leadership in hematological malignancies has provided us with not only financial assistance but also invaluable advice and connections to progress the bexmarilimab program, especially in the U.S."
Officially , the BEXMAB Clinical Trial site hasn't been updated since July 5th 2022 , so we are waiting to see where they are .