RE: No News2 Dec 2021 20:25
Yep , even I'm at a loss to chip in much these days .
We have literally nothing to go on .
We know they have gone back to work on the data , and we know that they are working on the final dosing and biomarkers etc , to define the next trials .
We know hibiscus is ongoing , starting late Aug , so at least 3 months into that trial with interim data supposedly expected in Q4 . But the Trial site has had no additional study locations added , so we are in the dark as to how many patients have been dosed .
We know they advertised for a Clinical Director - based on Haematology and Immunology studies .
We know they are now looking to recruit a new CMO .
We know they are fully funded at least going into 2022 , so at least that issue is sorted , plus the bonus of a few extra million from that arbitration .
Interferon is getting nothing but positive press in medical journals and studies . Just needs trials to prove up the most effective delivery route , and at which stage to be best deployed . With the data they have on Traumakine , this really has to be the best shot Faron will ever get . Despite Covid being the cause , you'd hope that they could replicate the ARDS data to some degree , with the steroids removed .
And the Bex story is really compelling . We are just left to ponder and speculate at the moment as to whats going to happen .
Surely they will have some good news on the biomarkers and dosing at least ( this is my worst case scenario ) , so they can move onto P3 trials .
But what about soluble Clever1 - this was the big ace up Farons sleeve that we are still waiting to hear about .
That would unlock so much more value , as well as the neoadjuvant combis that are planned , along with other Bex possibilities .
But its all just speculation . We've had a few months now of these repetitive presentations , the last few of which have been pretty tedious . I know it doesn't have to be exciting to be profitable and relevant , but even the ESMO abstract was nothing new to us lot .
It was like reading us a great book , but before they'd actually written the last chapter , that wrapped it all up to a conclusion .
I've given up making predictions now , so will just hold on tight now unless I see reason not to .
I take the lack of visibility at the moment as a sign that they are busy working on stuff - be that some kind of deal , or some very detailed analysis to present to us .
Something will come , and as normal , it will probably surprise us.