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I guess this is about the third q&a that he's done recently , more if you add that Finnish Investor TV one .
Biggest question always - How is this getting funded for the future ?
But he can't answer it (publicly) as whatever it is ,its not completed ( or more likely the option to go for has not been chosen)
We've had this great data set from P1/2 , which hints that this could be a lot bigger deal than first hoped .

But at present , Faron don't have ALL the data they need to make the right choice . The findings they come up with from these patients will steer the direction . The biomarkers to see which patient groups will be best targeted , the soluble clever 1 reaction from increased dosing . They need to know this before deciding on what to push for with the FDA . Markku even turned one question around regarding if all 5 cohorts will be taken to P3 . Nothing is decided yet until they have the whole picture .
Frustrating and disappointing . Yes . For us .

But stepping back , we have this amazing patented potential cancer therapy that ( using the analogy of my other share GGP ) is a discovery that can't have a value put on it yet as they haven't found the edges of it . Every new result ends up putting another zero on the potential price .

I know a bird in the hand is worth 2 in the bush , but we might as well let them get on with developing Bex in the way that will benefit us most in the long term .

Having said all that , I too was left wondering exactly what the point of todays webinar was though . I guess it just covered the basics , but it sure wasn't a sales pitch for new investors .
We were all riding high on the back of Thurdays forum .
I was hoping for Markku to put this discovery into some context - to show us how big it is .
Lets just see what comes next now .

Dan , yes I think he did - Q4 could turn up some real value findings - biomarkers and soluble dosing for starters .

Totally agree , I'm all loaded up , so can't change much now . Not planning on cashing in anything for at least 5 years , by which time the picture should have changed somewhat I'm hoping .
I've got a couple of pharma shares that potentially could blow soon , and if they do , I'll appreciate this still being cheap .
If not , then just settle down for the long game .
Its gonna come good eventually , as is gold . Plus there's the offchance of getting an RNS out of the blue ref new drilling that could blow our socks off .
I'm no good at trading . Life a lot simpler if you just sit back .
Its my own fault for checking it too much .
Definitely will be one of my new years resolutions .

Welcome onboard Savvy , yes we are starting to get into the nitty gritty now .
I guess Markku can't answer the funding question , however many times we ask .
But yes , I don't see another simple placing for £15m coming again .
Once they have more data on soluble and biomarkers , they will have an even stronger hand hopefully , and also a clearer picture of what path top take next . Discussions with FDA won't happen till Q1 2022 , so we have next quarter to do some data crunching , and see where we are .

They got EIC & Business Finland involvement , and super soft open ended loans a few months ago based on the data they had . The data today is even stronger , and by Q4 may be even better again .

Who knows , by end of Q4 we may have a HIBISCUS top line data , there's your funding sorted in one go !

Either way , the funding going forward will only come if its right for Faron ,and in itself will mean we get moved further down the line towards commercialisation , which is what we are all here for in the end .

I asked two questions about funding and dosing , but neither made through .
Even the Peel Hunt guy asked about Soluble , told to expect some data in the fourth quarter .

Lots of data for them to work through - biomarkers etc , looks like increased dosing frequency may be running on these patients now -
Wasn't giving much else away etc about funding , although did say he would let us know when it is 'completed' . Sounds like they are working on something already .
I guess we have to stay patient , wait for Faron to tell us the news as it comes through .
But either way - you get the feeling they are very happy with what they have , and now have lots to sift through to help improve the focus on the next move .

WHO delivery method was subcutaneous , which was a total waste of time , and tarred the the whole Interferon premise with the same brush .
However , putting all that aside , I'm much happier to have SNG being trialed on Synairgens own P3 trial , that has ultimately taken longer ( no short cuts ) but will give fully credible and globally recognised results .
The initial gold rush for therapies was always gonna favour BIG Pharma and existing drugs to start with , whether the evidence pointed to them or not . Many of the ones that have been approved are pretty marginal at best . But Big Pharma pull most of the strings and are always at the front of the queue , and not bothered about holding others back at the same time ( a win win for them )
Eventually , the science wins through . If you can weather the storm , and your science is good enough , it is possible to make it through .

Another interesting article - mentioning Interferon and its role it could play in helping diabetic patients , who often suffer worse with Covid , and also with non healing wounds in Type 2 diabetic people .
The more data emerging about Interferon , the better . Seems to be 1 or 2 articles emerging each week , all pointing towards the potential benefits .

https://www.thehealthsite.com/news/diabetes-and-severe-covid-19-study-suggests-interferon-as-a-potential-therapy-837567/

The average response rate for checkpoint inhibitors is 13% , 87% non responders .
According to Farons last presentation.
So to get 30-40% isn't too shabby .

Largest one i ever saw was a Kippopotamus

In all the interviews , I've never seen Markku so happy and confident .
I'm sure he knows that the future of Faron is secured now , one way or another .

He now has a busy time ahead doing what all CEO's dream of - building up a team of professionals to bring their discovery to market .

And not forgetting we have the small matter of HIBISCUS - which on good P2 data ( only 70 patients ) - they will apply for EUA status .

The funding question last night - quite a big question - where are all these millions of dollars coming from ?
He just smiled and basically said - all sorted . Not a problem .
Does he have a queue of people waiting to fund us ?
Is it Business Finland ? Big Pharma ?
He certainly doesn't like dilution .

Can't wait to find out .

We look forward to discussing these results with the FDA and finalizing plans for the Part III expansion cohorts, which we hope to convert to pivotal stage development for a regulatory submission.

Flying to USA next week .

Bexmarilimab Delivers Compelling Antitumour Activity Across Five Different Advanced Solid Tumors

Strongest disease control rate (DCR) observed in five different tumor types - cutaneous melanoma (30%), gastric cancer (30%), cholangiocarcinoma (30%), hepatocellular carcinoma (40%) and breast cancer (40%) patients

Landmark analysis estimates overall survival at six months for DCR (partial response + stable disease rate) patients at 83% compared to 29% for non-DCR patients

So it looks like P1/2 is a banging success - enough for what looks like 5 pivotal trials .

I like the 83% vs 29% survival rate - particularly since they are all late stage cancer patients .

2 cohorts at 40% also .

Bodes well for all the other trials coming up .

WE knew this was going to be good - but it's a relief that they now have completed P1/2 with flying colours and can now move on - and to make it with 5 cohorts - is really great !

I think this is it . Faron are second presenter about 30 mins in.
https://www.youtube.com/watch?v=CCg4ay02Fmo

Yes , If market hasn't woken up to this , might get a cheeky top up at 8am .

If Esmo release at 9am , according to their website , all their times are shown in CET , then that'll be 8am UK time.

Gonna be tight !

Well , that was a good one .
Looking forward to Seeing whats in the ESMO release .
Markku sure is happy - when asked - on a scale of 1-10 of how good this is , he said '9'

Thats good enough for me

Funding in the future ? Not an in issue - sorted - didn't spend more than 5 seconds answering that one .

Partners ? Basically everyone , wouldn't be fair to restrict it .

I reckon if this had been done during trading hours the SP would have hit £5 , probably just off the back of me buying haha

Webinar next Tues I believe to chew over all the new data .

Hardly got onto Traumakine - but if P2 data looks good - then its apply for EUA immediately .

Well , Jesus only had 12 followers.

Not saying Markku is the Messiah lol , but I'm praying tomorrows RNS is a good'un .

yes its a bit glichy Judge . Posts come and go , sometimes gone for hours . Then they appear again .
Luckily 90% of them aren't worth reading lol

Research paper

https://www.mdpi.com/1999-4915/13/9/1839/pdf

Picking up some good finds from the SNG board .
Another one here from the Univesity of Califonia regarding the importance of Type 1 Interferon in Covid patients .

It doesn't go into any specific methods of therapy , but with all these articles being published recently , many in the USA , it does give you confidence about IFN Beta1a .

file:///C:/Users/Rob/AppData/Local/Temp/viruses-13-01839.pdf

Another great article .
And also being from University of California , San Diego , will go a long way .

Another great strategic acquisition by the team .
Should keep our new guys busy for a few years to come .