Member Info for Saxondale

I normally buy on spikes here , but today I actually bought the dip !
After 3 years I'm getting the hang of it :-)
Nows the time for a miracle RNS to save my portfolio please .

I reckon we'll need an RNS tomorrow , as they have stated that their will be updated mortality data on the Matins trial .
That would need posting to the market you'd think
Meeting is at 2pm UK time , so in trading hours .
The last few R&D days have been a bit boring - just medical talk really , but this year we have the new CMO Dr Fjjalskog , Dr Curiel from san Antonio , Dr Juho the recently appointed COO , along with Markku and Maija .
I think this day will be a mix of science , and also the commercialization strategy .
Should be an interesting watch .

Change made today regarding start date for the :
Dose Escalation Trial of Bexmarilimab (FP-1305) Plus Pembrolizumab in Non-Small Cell Lung Cancer Trial

Now set as April 2022 ( Was Jan 2022 - when trial was listed in December 2021 )

Still marked as ' Not Yet Recruiting '
Might mean something , probably doesn't .
Completion dates are the same though .
Possibly indicates that they now have the green light to go ahead and start recruiting in April ( otherwise why bother updating )

Thanks Itsall . Yes I've had better days .
Lost a chunk , but still here to fight on .
They may bounce back with some post hoc analysis .
Brutal reaction as expected.
I've kept half my holding there , so low hardly worth selling what was left , and I still believe the treatment will work in the right setting ( just like T).
Sure could do with some good news on my other shares .
I think we will see some progress this week .
One good note was that SNG trial didn't affect our SP today ( like Solidarity did ) . Mind you , we are at the bottom anyway here lol .

The only way is UP !
Gonna have a large wine now .
Roll on Wednesday :-)

Must admit i went a bit light headed at 7.00am . But had a long walk , come back and don't feel too bad about it . Its my money , my choice . Also , its not the end of the road - still plenty can happen with this therapy . One covid trial is not the end of the company . COPD , Asthma , General antiviral etc etc .
At this price - no success at all is baked in . So a lot more to gain than to lose from this position .

Let see what happens when the dust settles
This story isnt over yet .
Takeover seems quite possible now .
Still hugely gutted of course - but stay strong all .

Wouldn't that be amazing if there was a SNG connection in this ?
We seem to be getting an awful lot of coincidences at the moment , that connect Synairgen to people and companies , and also the tsunami of positive Interferon research and conclusions being pushed out through the science media .
The 21st is a personal date for me . It won't matter either way , but if the RNS landed on Monday , its significance won't be lost on me .

The lyophilized formulation according to the invention is stable at temperature of 2-8° C. for at least 24 months, preferably at least 30 months and more preferably even a period of 36 months. It has also been observed that the Interferon beta-1a of the lyophilized formulation retains its activity even when stored at room temperature (25-30° C.±2° C.). Consequently, the lyophilized formulation according to the invention has storage stability at room temperature at least six months, preferably at least 12 months and more preferably even a period of 24 months.

You can freeze dry IFN B .
The company working on I/V trials have a patent for it ( albeit only for I/V use )
So if needed for stockpiling etc - should not be a problem .
A pharmaceutical formulation in a lyophilised form, which comprises pharmacologically effective amount of interferon beta-1a as an active ingredient, disaccharides as a bulking agent and a non-ionic surfactant. After reconstitution, the composition can be administered intravenously.
https://patents.justia.com/patent/10293030

Also posted in Firce Pharma on Jan 18th 2022 -
Oncology features once again as a driver for M&A, as did the fields of rare disease and immunology/inflammation.

All of the entries in our top list are knocking on the door of $2 billion or more. Two deals tied for $1.9 billion apiece in the No. 10 spot.

The largest biopharma M&A deal came late in the year from CSL, which laid out an $11.7 billion merger for Vifor Pharma. That deal sneaked ahead of Merck & Co.'s $11.5 billion takeover of Acceleron, which closed in November despite some investor resistance on the Acceleron side

Yes , money has been piling up since 2019 - but the M&A activity has been on ice for the last 2 years

2021 had only 40% of the M&A activity compared to 2019 .

So the money has been backing up - now $1.7 trillion !
Pfizer has $174 billion to spend alone .

They have gaping holes in their revenue pipelines coming up in the next few years
Patents are running out , and they need new drugs to license or buy .
Valuations of biotech stocks has also fallen dramatically ( erm yes we know ! ) , so they are at a discount price .

So again , $1billion for Bex is not pie in the sky as a starter .

Also , if you are Merck , and someone else takes on Bex , then they are automatically a bigger competitor to you .
I'm a glass half full kind of guy , so I'd like to think there will be a bidding war for Bex coming soon .

Either way , there's plenty of money , and we are in the shop window

Does this tie in with the recent article published regarding Sandeeps slightly aggressive 'Success at any cost ' mentality , where Newcrest staff felt that they were just a means to an end , and not valued that highly ?
He admitted himself that he was possibly a little too hard , although the company was in a different position back then .
Now looking to show more appreciation of his team and run a more inclusive and open workplace , where people and relationships are given more value .
A good move , lets hope that valuing of relationships extends to partners too .

Nice piece about how Big Pharma have cash waiting for the right companies with drugs in late stage trials that need financing through to quick commercialisation .
Looking forward to next weeks update on ' accelerated development '
Big Pharma have been watching and monitoring Farons progress . That you can be sure of .
https://www.fiercebiotech.com/biotech/biopharma-ma-2022-different-animal-drugmakers-coffers-lined-17t

If Bex goes commercial , and its looking more and more likely that at some point in the not to far distant future , it will , then the price tag will take the SP well beyond £10 , 100% .
Any cancer drug that can do what Bex is starting to prove up , has to be worth $1b and upwards .

We aren't there yet , but if you are looking for what would happen if we go commercial , with Bex still wholly owned , into a market that is $85 billion , and expected to be $277 billion by 2030 ( if you go by google ) , $1b ( or £18 odd a share ) isn't unrealistic to even start off at .
Keytruda is worth $14 billion a year - but patents mean that Merck are actively looking for ways to prolong this , and expand its capabilities .

As with most Biopharma , until a commercial breakthrough is announced , the SP is just blown around by hype , sentiment , and hope . ( Or worse by shorting , and manipulation ) . As an investor , you can try and second guess the movements , or just hold on for the final results .
With Faron , we've just seen the biggest holder simply add steady amounts through the last few years .
The market is in a strange mood this year . many shares SP have been butchered , despite having great prospects .
It comes down to just picking the stocks you believe in , and holding for solid news .

That was a nice little top up for someone !
Patience here will be rewarded I feel .
Could be last chance to load up , given next weeks update on the accelerated strategy .
£10 is indeed a silly figure to aim for , given where we are now .

Thanks Liam & Ali , that was a great interview . Looks forward to your next ones on all things Havieron !

Dr. Fjällskog will share updated survival data from the ongoing MATINS trial .

You wouldn't bother announcing that if it was going to make the overall results look worse .
So we can assume that the latest data will be favourable again .

I'm still thinking we will get some data before the R&D day .

Either way , it looks like they have some good updates for us , and some news on ' accelerated development ' and 'strategy'

Well , we've got an R&D day on the 23rd Feb , although yet to be formally announced on RNS .
Markku said that some extra data would be announced by then , that could be discussed in more detail .

So , I'm guessing we get some new biomarker/dosing data along with notification of R&D day .

That's a week next Weds . Only 7 trading days .

Faron getting quite frisky on the tweets now , two in the last 2 days ( just general cancer research/women in science tweets ) , but it is a break from the norm . I just have a feeling they are in quite buoyant mood at present .

Great data emerging .
Top notch team being assembled .
Patents & Manufacturing sorted.
Legal Council post for partnership and commercial agreements
Chief Business/Commercial officer being recruited for the Boston hub .

Meanwhile , we are getting daily studies almost signalling IFN B as a key role to play in Covid .
Research published that signals the importance in trauma surgery too , which is DofD main interest.

Nothing negative being published either - which is often overlooked.

I think we'll have plenty to discuss after the 23rd .

Thanks . Made my small entry here the other day . Just too good an opportunity not to hold some here , what with the growing Havieron story .
Any good hits from either side near the boundary and things could get very interesting .

Another great find today in highlighting Interferons role during early stages of Covid .
https://www.newswise.com/coronavirus/initial-covid-19-infection-on-the-single-cell-level-revealed/?article_id=765217
This bodes well for us , along with SNG , bolstering the evidence that introducing type 1 interferons into the body ( and lung tissue ) at their time of need can really be a life saver .
Research was done by Texas Biomed San Antonio . Faron have a big connection with the San Antonio area , having Dr. Tyler Curiel ( Matins USA principal investigator and member of faron SAB team) based at UT Health San Antonio .
Facilities are approx 15 mins apart .

From the report -
Singh has recently received a San Antonio Medical Foundation grant to see what happens when more interferon is added to the lungs, and compare that with other ongoing studies blocking interferon. If the studies ultimately confirm interferon’s positive role in marshalling macrophages early in infection, it could potentially lead to interferon-based therapies for COVID-19. These have been tried for other diseases, and so could move quickly to clinical trials.

This bit could have been written about Traumakine 10 years ago .

Good to see they are finally catching up with Faron lol

Hopefully Dr Tyler will have popped down there by now for a cup of coffee and given them Markku's number .

https://careers.ashfieldhealthcare.com/en_GB/careers/SearchJobs/synairgen