Member Info for Saxondale

Like Paddy , Shauns favourite slide is slide 9 .
Its the money slide - so much growth to come - expecting consistent or even increasing density the deeper they go .

https://www.investormeetcompany.com/greatland-gold-plc/register-investor?utm_source=TWITTER&utm_medium=TWITTER&utm_campaign=GGP

I didn't even think to ask , thought it there would be more so didn't bother .
It seemed like a biology lesson rather than an investor event .
I follow this as best I can , but its starting to get a bit out of my league now .
I'll just read the RNS's from now on I think lol .

Typed this as listening - so a bit jumbled
- Maija is doing a great job of giving the history of Clever-1 and how the discovery and investigation played out .
Going into a lot of detail - all known to us , but giving a thorough crash course for any viewer capable of keeping up lol .
Upshot - Disease control rate 31% as monotherapy for patients with no other treatments available .
100% survival after 6 months compared to 30% survival in non - responders .
How do they know the ones who will respond ?
Clever 1 impacts survival in lymphocyte depleted tumors .
Patients with lowest level of interferon gamma .. no sorry she lost me there in jargon .
They want to treat cold tumors , not hot ones - as they have best reaction to Bex .

Now Markku -

Matins is becoming a platform to launch further trials.
Going over safety data - highlighting how safe it is .
FDA talks now into what size cohorts for P3 - hundreds or even less than 100 due to 30% odd success rate?
Continue with additional trials .
Increasing dosing and frequency ongoing .
Transformational improvement in efficacy of existing and potential new treatments .

Questions -
Miles Dixon Pell Hunt - about receptor occupancy - pretty technical . Unique role of Clever 1 . Soluble Clever 1 . Everyday they learn more .
Other questions - cold tumors -biopsies show Bex is actually getting into tumor cells not just accumulating on outside .
Biomarker for clever 1 ? ongoing understanding . Is soluble clever 1 a good marker but learning the full story - will tell the world when they have the full picture .
Bex as first line treatment rather than end of line ? expected to be much better success rate as immune system will be more intact . Optimum combi , just need to move on with clinical data .
Competitive landscape - clever 1 quite unique - patents in place to prevent biosimilars .
Different cancer types - possible different dosing regiments to achieve best results for different cancers .

So - nothing new - just a refresher .
It was a Maija affair really - Markku was just there to wrap it up .

Wait for next update .

Well , today was the day to do some housekeeping . Some of those ' bottom drawer' shares have gone . Plumped them in here . Just have to be rational and practical sometimes . That at least is the benefit of having a subdued SP here at the moment .

Yes , I was thinking we might get something .
Maybe it will just be a showcase for Clever -1 argument after all - aimed at new investors / those types that frequent the conferences looking for the next big thing , and where to invest .
For us lot , maybe it will just be a ' reading between the lines ' and ' looking for Easter eggs ' exercise again .

They have always maintained that the flexible trial design enables multiple routes to market .

Since that March webinar , the SP has hardly dipped , and since the patent RNS , has strengthened somewhat .

Monday may just end up being a solid reinforcement of what Clever-1 represents , and how Bex is the key to unlocking the problem . We've all got excited before about some huge deal coming , but this is a game of many moving parts . As more data is revealed , so the $ changes , as may the strategy .

But the more I look into Keytruda , the more is seems to dovetail with Farons trial ambitions.

Keytruda has gained FDA approval for a number of cancers . The top two mentioned on their website are Melanoma and NSCLC ( lung) .
Melanoma has been the most successful cohort do date with Faron - 36% benefit .
NSCLC is the chosen cancer that Bex will be trialed as a neoadjuvant , and also as a monotherapy ( Q4 2021 )

Coincidence ? they are certainly working in the area that Merck would be very interested in .

Like quesera states too , the numbers here are quite mind boggling . The trick is how to steer the right course to achieve the best outcome for Faron and shareholders .
Despite all the current excitement , Markku actually seemed to put even more importance on the trials kicking off in 2022/23.

They have long term plans here . No quick flip . Bex could be the cash cow that keeps on laying golden eggs , if you excuse the terrible analogy .

Back in the last March 2021 webinar , Markku talked of Keytruda . A slide showed how that despite it making Merck billions , only 44% of patients were eligible for treatment , and of those treated only 13% of patients responded . 87% were not .

By combining Bexmarilimab with Keytruda , he envisaged a doubling of responsiveness to 26% .

So you double the effectiveness - you also double the willingness to pay - ie you double the price .
That's a cool $14 billion extra .
They even had a chart showing this in the March Webinar .
And they haven't factored in the improved effectiveness that weekly doing to maintain soluble Clever1 suppression yet .

So who will our buyer/partner be ?

Merck have an Mcap of $197 billion . Revenue of $47 billion in 2020 . 74,000 employees

So a little Finnish Biotech with 40 employees reckon they can help increase the revenue of the 5th biggest Pharma company in the world by 30% .

That's gotta be worth a few quid to us :-)

Just trying to put Farons discovery in context of whats on the market already .
These figs may be incorrect as I just googled some pages , but gives a rough idea.

There are approx 200 experimental cancer drugs in trials at the moment ( Bex is one of them )
Recent stats show that the FDA have approved just over 100 anticancer drugs in the last few decades
The FDA has approved approx 30 Cancer Immunotherapies , of which 14 are checkpoint inhibitors .
There are currently no macrophage immune checkpoint therapies .
Macrophages make up 50% of the cancer mass .
Bexmalimab will be the first .

A recent RNS noted a few drugs that could be benchmarked : Keytruda, Opdivo and Yervoy.

Keytruda ( Merck )
2020 revenue from this drug - $14 billion ( Mercks top selling cancer drug and expected to grow by 20-30% yearly )
( Merck also have IFN beta1a for Multiple Sclerosis , and in my opinion pulled rank in the WHO trial )

Opdivo ( Bristol Myers Squibb )
2020 revenue from this drug - $7 billion

Yervoy ( also BMS )
2020 revenue from this drug - $1.5 billion

Other drugs include a checkpoint inhibitor from Roche called Tecentriq .
2020 revenue from this drug - $2.5 billion ( a 55% increase on the previous year )

The upshot is that there are not a huge amount of these drugs on the market yet , and the ones that are can command some serious pricing .
Big Pharma have used these new drugs to offset some shortfalls in their revenues due to competition , biosimilars etc .
They are a key element in maintaining their dominance .
Many big Pharmas are under pressure to find new therapies that can bolster their earnings . As patents expire , their drugs can get replicated by others using different methods , making much cheaper generic drugs . Biosimilars in particular are hitting their bottom line .

Every research document you look at shows Immunotherapies set to just grow in importance and value over the coming years .

Faron are sitting on an Immunotherapy drug that is starting to show so much more promise than even Faron envisaged.

It is inconceivable that the likes of Bristol Myers Squibb , Merck or Roche would not be either in discussion or following this trial very closely with plans to make an offer .
Not only for their own benefit , but to prevent a competitor taking more market share of what is one of the most lucrative sectors of the industry .

Roll on Monday :-)

Regarding that night pic , any resident drill experts have a comment on 2 drill rigs so close together aiming the same angle ? or is that about as expected ?

Another tweet from a big investor
https://twitter.com/wmiddelkoop/status/1415967953829474306?s=20

This is like the good old days again !
Some leak ? or is it just shorts out ?

I reckon some of that answer may lie in amongst the jargon in the lastest patent published ( the one that was heralded by that RNS a while ago ) .
I just tried reading it , but its hard work .
However , one thing that I must have read before , but in the current climate of vaccination mania , seems quite interesting is this following excerpt :

Further, an agent capable of binding to CLEVER-1 molecule on macrophages and monocytes in an individual can be used as an adjuvant in vaccines. The said agent achieves re-polarization of macrophages and thus removes or at least decreases immune suppression against the vaccine antigens. Any antigen-induced vaccination may benefit if the host or vaccination site can temporally be removed from immune suppressive elements.

I had to google adjuvant -An adjuvant is a substance that enhances the immune system's response to the presence of an antigen. They are commonly used to improve the effectiveness of a vaccine. Generally, they are injected alongside an antigen to help the immune system generate antibodies that fight the antigen.

So it could help the effectiveness of Vaccines ?

Within this patent are pages of the many uses of an agent capable of binding to human clever-1 .

No wonder they RNS'd it .

It goes to show how much potential these drugs have , and how much more that they can probably do in the future once understood better .

Hopefully Mondays talk will fill in more gaps in our knowledge , and really flesh out how powerful this discovery is for Faron .

https://patents.justia.com/patent/11046761

Another 2 recruiting sites added to Activ 2 trial today

one in Indiana
one in Georgia

Back in today , after having left at approx the same price months ago only to miss out on all the fun .
Mind you , I guess it saved me the stress of seeing it come down again .
Hopefully this is the bottom , and with CF buying in a good chunk , he thinks so too .

Lots of buys today looking like sells .

Synairgen mentioned here in a market report in Feb.
Expected global market for IFN Beta to be approx $5 billion by 2027 .
And probably a lot more than that if the P3 trial results get even halfway to repeating the P2

https://www.globenewswire.com/news-release/2021/02/05/2170873/0/en/Interferon-Beta-Drugs-Market-Value-Anticipated-To-Reach-US-4-827-6-Million-By-2027-Acumen-Research-And-Consulting.html

Interferon beta 1a is still being evaluated for all sorts of conditions .
Faron are trialing it ( in an I/V delivery ) for acute kidney injury, cardiac protection, solid organ transplant and ischemia reperfusion injury. US Department of Defence have been trialling it with primates , aimed mainly at proving it up as a trauma therapy for injured soldiers etc as a first treatment to prevent damage to organs and blood vessels.
Still lots to be learnt about the benefits of IFN Beta 1a .

I think the Covid 19 treatment will just be the first of many for SNG001 , as more uses are found as trials continue .

To put it in context , I was looking at global market values of some pharmaceutical therapies

These are all rough figures , for what the global market is now or in next few years

Asthma market $26 billion
Chemotherapy global market $74 billion
Oncology Mkt $80 billion
Global Vaccines market $93 billion
Melanoma therapies $5-8 billion

But head and shoulders above that is Cancer Immunology market at $126 billion .

That nearly 70% more than the Chemotherapy market , which until recent times was THE cancer treatment .

So shows how times are changing . Move over Chemo , Immunology will take it from here .

Certainly some positive sentiment coming from somwehere .
Small volume on Nas compared to normal , unless there will be some delayed buys coming in later .
Sticky hands will need a bit more than £4 to release .
If this was just a low key webinar , we wouldn't be seeing any SP action , days before .
Something tells me news is brewing :-)

$1826 and rising - just waiting for the big smack down .
Mind you , every smack down still takes us to a higher base .
You can only manipulate for so long .