Member Info for Saxondale

Yes thanks for that info guys . The comments make sense . Just sit tight , add if you can - and let the team get on with it .

Company has all the funds it needs for now .

Pressure is off - so short wait until the conferences , interviews and next news .

Some big money pushing around here now . The large fish are circling . Expect volatility .

I agree Howard . for long term investors it shouldn't matter . But its human nature to want the SP to look healthy . Very hard to distance yourself . I'm getting a lot better at it now . Over the years I've just accumulated here . Had another top up today . The news we've had has been superb - so I'm just sitting back . Juho and the team are in pole position for a mega deal.

The value will come when they announce a partner - this is a box tick , albeit a massively important one - we sort of knew it would be great .

Up until then we could move around here. But that RNS could drop anytime now - and I believe when it does , you wont get half a day to fill your boots before lift off .

LSE may be playing catch up today as the RNS didnt show up for me - not on Vox either yet .

Fantastic news ! . Greenlight for partner . Get your cheque-books out .

I guess we and the market know they will be good , its what comes next that will be really exciting .

Great interview , Juho explains the situation nicely .

The bonds deal - a major investment by foreign money - shows that faron is seen as a sound investment - as these guys are involved in order to make money .

So a major step to get foreign money starting to come in .

It is also a show of strength .

Any partner will not be tempted to drag out negotiations in order to starve the company of money .

Also - getting rid of IPF was key - they held patents and all sorts of power over Faron .

So they had to do this - BEFORE the P2 data - so that the company would be able to operate freely .

It settles the funding question - and puts Faron in a position of strength and flexibility .

You could perhaps imagine funny games being played by IPF with such big partnering deal valuations involved ( thats my comment )

So Top Line P2 data coming out in April - the detailed stuff will be embargoed for conference posters / reveal I think he says - so the market will get the basics - but all the juice will be save for these Cancer conferences coming up .

But with the topline data out to market he expects things to be flying this Spring - very significantly .

His final comments - thanking the investors for getting them through the rough times - and now they have a runway and a plane - and are ready to fly .

This all coming from the man - who basically knows what the P2 data is already .

Thanks Juho , top man !

Up about 7.5% on the Naz - market seems to like Faron this week .

Is there a sniff of good news approaching ?

Naz up over 6% again today so far 2.7 euro .

Cant buy much again on LSE - buyers loading up before the trial data is announced any time soon .

Very positive

Naz up over 6% again today so far 2.695 euro .

Cant buy much again on LSE - buyers loading up before the trial data is announced any time soon .

Very positive

Naz up over 6% again today so far 2.695 euro .

Cant buy much again on LSE - buyers loading up before the trial data is announced any time soon .

Very positive

Naz up over 6% again today so far 2.695 euro .

Cant buy much again on LSE - buyers loading up before the trial data is announced any time soon .

Very positive

On a day of carnage in the markets , old Faron is actually up about 5% , and you can't get a quote to buy any . Naz up about 6% and loads of volume . Hopefully true value here is on the way ! Enjoy your hols Western , who know you might be buying a chateaux soon !

We view it as positive that the company is proactively addressing its debt position through the

early refinancing of the IPF loan, thereby mitigating the risk of covenant breaches in H2(25e).

However, the shares have traded lower throughout the day since the announcement, likely

due to broader negative market conditions and investor uncertainty regarding potential

dilution from newly issued shares, an outcome that will ultimately depend on the applicable

conversion price.

Yes I would agree it is overall a good move , considering we don't have a deal yet .

Great to get IPF off their back - repayment about 9m euro - no more hiccups . and it frees up that required cash holding - not that they would want to go that low - but at least its theirs now .

I cant say I 100% understand the complete workings of it - but it does seem that it gives them plenty more firepower - and with the second and 3rd tranches - based on the company showing good P2 data ( which it will ) - then they can draw on resources to get the best deal for us later this year .

I wonder why we don't get this stuff RNS'd ?

Not sure how many people scan their website for news updates .

And being presented by one of the top notch SAB members of Faron - Dr Zeiden

Amer Zeidan is a Associate Professor of Medicine, Chief of Hematologic Malignancies Division, Director of Hematology Early Therapeutics Research, and leader of the clinical program and the Clinical Research Team for Leukemia and Myeloid Malignancies at Yale Cancer Center. Dr. Zeidan specializes in the management of myeloid malignancies especially MDS and acute myeloid leukemia (AML). His research and clinical care focus on targeting therapies to a patient’s diagnosis and working with their own immune system to counter the malignancies. He has published over 330 peer-reviewed publications and is the principal investigator on numerous phase 2 and 3 clinical trials in the areas of acute myeloid leukemia and myelodysplastic syndromes.

Surely once they have the final April P2 readout - it shouldn't be unrealistic to expect them to make a deal for the MDS side ?

There has been enough analysis as to the value of that treatment - for the bean counters to agree that .

Naz is 2.44 - that should be over £2 in UK .

With expectation of a great readout coming in next week or so - surely this should start to gain some traction .

Why sell ' cheap ' - when they've put a decade of work into this ?

They have all the people , and shortly data and the regulatory assistance to avoid exactly that .

All they need this year is a partner to take the MDS program through the approval process - that will give them funds to progress the other far more lucrative pipelines .

Looking at the team they have assembled , I am leaning on Faron just building partnerships steadily rather some big or potentially 'cheap' buyout . because the valuations are still so unknown for Bex as a whole .