Member Info for Saxondale

You can blame the dwindling SP on a lot of things , but it's not Farons job to keep people happy in the short term so that their portfolio looks good . Their aim is to get their therapies over the finish line into commercialisation , and make themselves , and us a lot of money .
We know this is a sleeping giant , and we have to be patient .
They haven't needed to raise any equity this year ( great for us ) , and are in great shape to achieve their goals .

Full year results tomorrow , along with a live presentation with Markku and Toni at 12pm with some analysts Q&A afterwards .

We can't blame Faron for not giving us updates either - we get quite a few compared to some shares I hold .

I'm perfectly happy with my holding here , but then I haven't really got a timescale . This is more of a pension plan than a get rich quick job .

Not trading advice , but I made a packet yesterday on 4D Pharma ( up 70% at the peak ) . It dropped right down again , but they had great news and are still well below placing that Merck and BOD were involved with . Could be an interesting side bet . They are also working on a Keytruda combo , and have plenty of other stuff in their pipeline .
I think its one of those shares that will get blasted up and down for a bit ( Like ARGO Blockchain) . Just need to get your daily timing right !

Bamps thanks for all your insights today and previously . haven't read all the posts today , but I'm getting the feeling it was a good day . Cheers .

Nice appointment , and another great signal of confidence in the therapeutic division .

Noticed this bit - regarding the 5% valuation
Subsequent to the period end, on 2 March 2022 both parties agreed to some minor modifications to the option process which included increasing the valuation range noted above from 10% to 20%.
Bit more wiggle room now to agree on a value ?

That's more like it . Still miles down at this price , but added some at 8p a few days ago , so at least I took advantage .
Just need world peace and the sale of the century now .

It's almost a shame that HIBISCUS is focusing on Covid patients , as with this knowledge , a redesigned trial just on ARDS sufferers in general , excluding steroids , and using this SNP marker - would be a sure fire success .
But I bet the DofD are involved in discussing future plans for their needs mind you .
Great to see Traumakine making progress regardless , and nice that I seem to have got my rough take on the SNP correct ( and I hadn't seen the vid honest lol )

Here's our new scientific advisor : Naval G Daver
His speciality is leukemia , and is a clinical investigator .
I'd imagine he will be a great help with things .
Good little interview on this page to show who he is and what he's into .
https://faculty.mdanderson.org/profiles/naval_daver.html

Caught the latest presentation today , and it was a very good , fact packed one .
Traumakine was back in there again , with new slides on the SNP data .
Reading the publication in full , this SNP findings really does change the landscape for T . Knowing who will benefit most is so important , and now they can explain the findings so much better :
My rough take on it -
1.) Patient has SNP and no steroids ( prior or during) - best patient for T ( will show best response)
2.) Patient has SNP and is on steroids ( prior or during) - should still benefit from T ( as steroid effect blocked to a degree by SNP )
3.) Patient doesn't have SNP and no steroids - still ok to treat - should see benefit
4.) Patient doesn't have SNP and on steroids - not likely to see much benefit and may possibly come off worse .

But also they can see that after T , steroids may well play a beneficial role .
It's just without the SNP , the two at the same time is like 'too many cooks in the kitchen' scenario .

Markku expecting good results later on this year ( REMAP first , then HIBISCUS ?) .
In light of the new findings , I wonder if this will affect protocols , or inclusion criteria in subsequent trials ?

Bex is the lead candidate though - and that got the bulk of the slides .
Looks like we have a new scientific advisor ( just for Bex ) - with additional members joining .

All together these presentations are getting fuller and fuller with good data , whether its biomarkers , mortality rates , or new discoveries .

More team members being added . Looking forward to an exciting year .

Interesting study that Bigjohnny . They observed exactly what Faron are trying to prove in Hibiscus .
Not a clinical trial but at least the data they collected showed a bias .

Traumakine , I'd say has next to no value in the SP at the moment . Yet it is has the potential to be a company maker .

Funding was forthcoming for this research too -
This study was supported by the EU FP7 program, Traumakine, the Finnish Academy, the Jane and Aatos Erkko Foundation and the Sigrid Juselius Foundation

FP7 - have been involved with Traumakine for 10 years now with grants . So good to see they are still helping with funding .

So we knew about the polymorphism , but it looks like they've discovered that it's significance is tied into an area involved when steroids are in the mix . Adds more science to their theory about the steroid interference .
Interesting that they are looking at IFN gamma and IL6 biomarker levels too , similar to Bex studies .
They have a patent tied up for the SNP , which is a fairly common trait in many groups .
Certainly adds more clout to Traumakine discussions .

Fridays are never a dull day for SNG . Just catching up with this Activ2 news , but sounds positive indeed to have it up on their NIH site .
Holding these shares sure is a roller coaster .

Good luck Cagney . Wise to leave some here , it would be sods law if it all kicked off while you went looking elsewhere .
Me and the crew will be here when you get back lol .

This AACR abstract looks like its an important enough event to warrant it's own RNS .
1.) It's the USA . AACR is big - 30 conferences a year , and this annual one - is the biggest .
2.) They have their own oral slot . Not just a posted abstract .
3.) Its in person this year , expecting 20-25,000 attendees
4.) Great shop window to talk to the right kind of people.
5.) See no.1 ( USA )

https://www.abstractsonline.com/pp8/#!/10517/presentation/12692

Looking back the data looks same as was RNS'd before ( 11 months )

Nice - GGP' own Interim update .
High grade hit on the NW Pod , and everything everywhere open in all directions as usual .
More hits , lovely .
6 rigs still banging away , with 1 specifically working on new targets outside known resource
Moving into 'next phase' of Havieron growth.
Thanks Shaun

Bookings still being made in the PR campaign for Faron this spring .
New one - May 23rd ( a stock exchange evening , probably a bit like Proactive )
Still interesting to book something like that so far in advance ?
https://www.lyyti.fi/reg/Porssiilta_Pienet_helmet_III_1533

Markku also featured in an article in Pharmascrip today
https://t.co/PYOcmMhM8b
I haven't been able to read it yet - but good to see more of of Faron in the press.

Great update and interview
Best quote ' Look , it just only gets better from here '
Nice one Shaun .
He's got our back .
Looking forward to more on the 8th .
Super impressed again with the way he's handling this .

Long term future is what we need to focus on .
Positive that we work with Omicron , as expected .
Positive we are just paused as study needs to be redesigned as current variant so different .
At 18-25p , or 10p , what the difference . You either hold for future , or just move on .
Synairgens patents cover its use for a wide range of respiratory illnesses .
The drug still has huge value , one of the largest being its adaptability and effectiveness across variants of all kinds of respiratory illness .
A few months until Activ2 P2 data ( which we know must be good enough)
Would be nice to see this new PR guy pop up and say hello and start banging the drum a bit .
We still have plenty to offer .

NIAID will support the
development and clinical evaluation of short-term, but broadly protective strategies including the use of
inhaled or systemic immunomodulators.

I bought back my shares at 25p ., then chucked another grand in here at 33p . Best not to look in now for a bit until we get some news .
If and when this turns around , people buying in now will have done very well .
Those just holding will have some scars to show for the experience .
I know I have .
Worst thing for a share is a news void . At least a 25% drop doesn't actually make much difference anymore to my total value compared to a few weeks ago . Not sure if that is a positive , but I'll take any silver lining at the moment .
Nice Tr1 would help .
Anyway - in for the long run , so what will be will be . Good luck all .