Member Info for Saxondale

Ask is £4.01
Not bad for a quiet Wednesday :-)

Haven't been on this BB for a bit , still holding , and for some reason felt the need for a top up . Only a paltry £800 , but I'm just getting a feeling we are close to news .

10p in a week ? Not too ambitious then lol .
And to think it wasn't that long ago I was close to getting my hat served up with a salad and chips !

Also lets say that Bex achieves sales of $1 billion , or even $500m
SP is based on so much more than revenue .
I mean , we're on £3.70 and Faron have never sold a thing pretty much in 10 years .
Its all about the future potential .
Small free float , super extra sticky hands in the large holders .
Massive market for a successful candidate .
If the big time ever does hit , its gonna be a wild ride !!

One interesting observation about the SP .
In the last few years , we gets some good news , a spike , then a slow decline for 2-3 months before the next bit of good news .
This is a regular pattern that we have all had to endure multiple times .

This time , we have had 5 months since last spike , but the SP has drifted up 10% , not down . I have no real idea what this tells us , other than people aren't selling out of boredom so much , but holding that little bit tighter , as they feel things are getting close to fireworks .
Mind you , nobody is buying much either at the moment . But that soon changes once some material news arrives , as we have seen in the past . Its goes form 0-60 in 2 seconds . Makes you wonder why these investors don't buy little and often rather than pay over the odds on Good News days .

https://www.grandviewresearch.com/press-release/global-cancer-immunotherapy-market

Quite a bit .

Here's a report published in 2019 on the outlook for the Cancer Immunotherapy market which estimated that by 2026 it would be worth $126.9 Billion .

Given that Farons Mcap is £197m ( $267m) , and that if successfully marketed , they have a unique patented cancer immunotherapy which can be applied to many of the common cancer types , and also possibly in conjuction with other therapies , then even conservatively , you'd think that Bexmarilimab could take just 1% of that highly specialised and cutting edge market .
So $1.26 billion . 5 x current Mcap = £18

All just fag packet calculations , but in my opinion , Bexmarlimab should be up to that value if marketed , given the high success rates proven up so far , and also the very real chances that it can also work as a complimentary therapy .
You then have the soluble Clever-1 , which if Bex works with too , gives it even further value .

However , the unknown is how Faron get there . At the moment its 100% owned - but will that have to change to move it forward - short term gain for us , but at expense of long term gains .

At least we have the right BOD to steer us through all that .

They know what they have , and how to maximise the value .

Im not sure what seasoned LTH's were expecting but that all looks pretty good to me .
All going ahead of plan , and possibility of seeing some 8 zone drill results in the next few months or so too .
Lets see what the SP does -

Top post JRDC , I haven't read most of the hogwash thats been excreted on this board recently , I just dip in and out , but I just read you post , and am grateful that you have taken the time to write that very sensible post .

Did some digging on this Boston sub company .

Faron USA LLC ( Limited Liability Company ) - set up in January 2018 , registered in Delaware 6713226
Address is 245 First Street Riverview II 18th Floor Cambridge Massachusetts

That's located a handy 15 minutes from Harvard Medical School BIDMC where HIBISCUS is being run from , and right in the heart of the Harvard University area.

And since I had my Columbo hat on , I had a look at who else was located in their Office building . Quite a few pharmaceutical companies - bitotechs , such as Sartorius Stedim , Astrocyte Pharmaceuticals , Regeneron Biology , the list goes on . Anyway , it looks like its a common office for lots of companies needing a location close to the medical hub in Boston .

Interestingly there is also a Faron Europe GMBH with a registered address in Zürich Switzerland .
Maybe this company will become more relevant in a few years time?

Both of these are part of the Faron group .

Now that they are listing Boston in the RNS's , I guess we can assume it is now operational .

Another box ticked .

Latest patent to be granted for Faron - on June 29th 2021
https://patents.justia.com/patent/11046761
Humanized anti clever-1 antibodies and their use.

This patent as usual would require a member of Faron to break it down into plain English , but it does seem to revolve around patenting the binding agent , or antibody that they are using to bind to the Human Clever 1.

It was filed in April 2017 , but only now just granted .

Another box ticked .

Great research thanks .

Also two more recruiting sites added to Activ 2 trial today on Clinicaltrial.gov ( Boston and Portland )

Topped up today .
Brought my average down . short and long term , this company has a great future .

Surely this will be timed to showcase some new information - and good data , otherwise why host it .
Well spotted Dan on the Boston tag .

I found this from 2018 when they first started planning a US base - for Traumakine I'd imagine . So even back then , Boston was the target location .

Faron USA LLC is a fully owned subsidiary of Faron Pharmaceuticals Ltd., a clinical stage biopharmaceutical company based in Turku, Finland. The company mission is to help critically ill people by exploring exciting science and developing new treatments. We currently have a pipeline focusing on acute organ traumas, vascular damage and cancer immunotherapy. Faron is listed on AIM under the ticker ‘FARN’. Faron is establishing operations and presence in the US, with headquarters in the Boston area. We are looking for Head of US Market Analytics and Business Intelligence to bring strategic thinking and leadership to our US team.We offer a compelling career choice for smart, independent and dedicated people. To be a fellow Faronian, you need to be ready to strive for the most exciting professional achievements of your career.We are looking for passion and a hands on & can do attitude.The Head of US Market Analytics and Business Intelligence wil lset the strategic direction for an insights-driven analytics and business intelligence research that proactively helps drive performance and shape the future of Faron’s pipeline, pre-launch and on-Market portfolio.This role will report to theHead of Global Market Analytics and Business Intelligence and works closely wit hour Chief Commercial Officer, Head of Marketing, VP Chief Development Officer and each of our market leads throughout the organization to create a centralized market analytics and business intelligence function. The function will be a single source of market and brand insights and operational metrics with consistent definitions across our portfolio of businesses

https://www.faron.com/sites/default/files/Wanted%20Head%20of%20US%20MA%20and%20BI%20120418.pdf

Welcome back Cov . Hopefully we will all get rewarded with some patience .
You can't win the lottery if you haven't bought a ticket :-)

Yes , I think as updates go , this next one could be a Biggie with a capital B , and the final part of the jigsaw that allows them to ink a partner deal or two / announce some huge EIC funding package to run into the next stages .

Luckily , Faron can release this on a day to suit themselves . Glad its not on a Friday , as may have signaled an underwhelming RNS .
Monday 7am will do me fine , then we get all week for interviews and gives my Aston Martin dealership time to fettle up the new set of wheels lol .

All quiet as we wait for more news , but interesting to see that yet again , Faron have redesigned their Pipeline page .
The last version had a final column for 'Partner' , and this had various logos inserted to show who was basically involved .
Now , instead of a Partner column , it has Anticpated Key Milestones .
I think the old layout may have been a bit confusing to someone looking at it , as Traumakine for example looked liked it had REMAP as a partner , whereas in reality , it's just a trial that they have their drug involved with ( in a very minor way ).

Next news - Additional data release for Bex Q3 2021 .

Not much else to say , as we wait for the data , other than hold tight :-)

Yep topped up myself too .
Not many chances I think now to get in under 18p again .
Especially if Gold has another surge , focus will start to return to the mining sector .
SD up until now hasn't let as much as a squeak out off script , but in the last 2 days , we've got a little taste of his feelings on Havieron and the scale of this ore body yet to be revealed .
Basically - a lot more to come .

Not sure if already posted but
Updated July 1st - Clinical Trials.gov more 19 more sites added to SNG Sprinter trial
Columbia
France x 2
Israel
Italy x 6
Netherlands x 2
Portugal
Spain x 5
England

Very good little chat on Proactive .
Very open about takeover and also value for share holders , which is fair enough .
Honest opinion , and I can't disagree with anything he said .
Personality isn't everything , but its nice that your CEO has one .
SD's comes out when he isn't reading off a script .

Anyway , back to business in hand - Gold Mining !

Thanks for that Dave - reminded me , I've just put mine on for Christmas dinner . Don't like em too crunchy .