Member Info for Saxondale

Nice confident update as usual .
Love the scale up comment , and just waiting for approval .

Apologies if that sounded a bit trite . I'm all for this company . I bought masks , even left a 5 star review . However , the way this company is proceeding has always given me cause for concern , yet I've stayed invested ( until yesterday ) as I believe the product will ultimately make a real impact . I want to get back in as close to where I left ( who wouldn't ? ) .
I don't ramp or deramp shares , just comment as I go .

Oh , well , not feeling so bad today as SP coming back closer to where I sold yesterday . I'll give it a day for the euphoria to subside , and hopefully pick up my shares again in the 1.6-1.7 range ( I'll just take a chance that a huge NHS contact may take a few days longer to secure )
Regarding the Proactive news , only RMS could have some news reported , where in the first sentence 'has' is mispelt to read out loud as arse . Oh the irony of it .

I don't recall him saying that the Hibiscus sites were all open before , so I guess that is new .

One thing I still can't piece together is why the Department of Defence is sponsoring a major part of Hibiscus , which is a Covid / Steroid trial , when their interest has been based on the potential use of traumakine on trauma and injured people .

Why not sponsor their own trial specifically ? I'm sure there are many inner city hospitals getting their fair share of gunshot victims etc if that is where they want to see its effectiveness . Why go with a Covid trial ?

I'm all happy about their involvement , just seem to be missing a piece of the puzzle .

Thanks Mathieso , yes , no new beans spilled , but he does seem super happy with what they are getting from the Matins trials .

So it looks like they are actively dosing patients on a higher frequency to confirm whether they can maintain the suppression of the soluble clever-1 . Presumably this being 1 or 2 week cycle rather than 3 - so the cycles get completed more quickly for analysis .

Hibiscus always seems to be waiting for one last sign off - thank goodness we have Bex to keep them busy . He isn't getting too rampy about REMAP either ( wisely ) . But when he said we shouldn't get excited about any partner decisions , he was grinning like a cheshire cat ( although I've long since stopped taking that a definite sign of anything ) . I got the feeling though that he sort of knows that given a successful trial , everything is already sewn up .

Bex really does look like the therapy that is getting them all excited though . And news coming this Q2 I reckon , not the full 10 cohorts , but something juicy , and likely perhaps some more soluble clever 1 findings .

No real need to him to do an interview to be honest , but it's good that he is available and willing to tell us that all is good , and to hang in there :-)

It would have been helpful if he could have put into context some of the partnering potential , but I guess at this stage it so wide and open , that there isn't really anything he can say . Bex is looking to be the first stand alone treatment of its kind .

I've waited a few years , I suppose a few more months won't kill me .

Apparently an enema kit is a class 1 device .
Would you believe it , I sold my shares today at about 11am , not many granted , but when the farkin SP goes up 35% in the afternoon , it feels like I've had a class 1 device rammed up me .
I even bought 2 packs of masks ! Boredom got the better of me today . Oh well , if it turns out to be a load of fluff , I'll buy them back tomorrow . If not , good luck all !!

So they all look to be from McVeigh , which if i'm right is a lot closer to the surface than the 8 zone , which is well below . I'm going off a report here page 165- 166 .
In which case , they are just scratching the surface .
https://puregoldmining.ca/wp-content/uploads/2020/07/JDS_Pure_Gold_43-101_FS_Update_Report_Madsen_Project_2019-07-05.pdf

Some nice chunky g/t there , are these all in one zone do we know or just peppered all over ?
Good to see its coming together - and not having to go much deeper to start hitting the good stuff :-)

Maybe the next scheme could be "Bitcoin for litter" , whereby every ton of litter you collect out of the hedges can be exchanged for a certain amount of bitcoin . I know its totally preposterous , but we live in strange times . Imagine the PR !

Hibiscus sure seems to have taken a while to get going - not that it'll set off any fireworks when it is announced.
I think Oils safe until early April , although what puts me off as much as the imminent newsflash is the large spread . Often when I've got back in , although the SP was the same , it cost me about 6-7% to buy those shares again .

So now I just hold . Been borrowing a bit from SNG as that seems to ebb and flow , well mostly ebb , and also from GGP . Trouble is most of where its gone has gone down too so I might have well have not bothered lol

When we first listed on Nasdaq North it was a slow burner , despite them being a Finnish company . But it did grow to what we think may now be dominant to AIM in trades and volume .
I think the US base is for Hibiscus , DoD , further Bex studies and partnering operations .

If and when we get past any P3 with flying colours , the SP will take care of itself to make most of us happy enough .

Long term the Nasdaq may come into play , if Faron actually remain unsold and want to be a player , as they expand the licensing agreements across further cancer types etc . Its all speculation . And that could be years down the line . I may have retired from the stockmarket by then , just keeping 20% or so of my holdings for that chunky dividend each year whilst dividing my time between the beach house and the country estate ....

Another thing I remembered from that meeting the other day , Toni said that they are expanding their staff by about 4 this year , from 36 to 40 , and Markku added that was partly due to them setting up a US base for Faron .
You have the new addition to the board ( American )
Already plenty of US activity with Department of Defense ( and they have been working away with traumakine for some time )
Now new broker with US connections .

2021 , A pivotal year for Faron and the shareholders

Oh well , at least we had the weekend dreaming about being millionaires . They can't take that away from us !!

Peel Hunt now replaces Panmure Gordon as broker .
UK , US & Europe offices .

From their site ( obviously they will big themselves up , but they hopefully may help raise the Faron profile ) :

Our team has established a reputation for independence and for identifying companies that they are confident will deliver. We have a high level of technical expertise and an ability to explain complex technology and science across the sector. The team has ranked in the top 2 in the Extel Surveys for the last 5 years.

Amy Walker joined Peel Hunt in 2016, prior to which she co-led European pharmaceuticals equity research as an executive director at Morgan Stanley. Amy began her career as an equity analyst at Credit Suisse in 2007 where she covered the chemicals sector. Before this, Amy spent a number of years in industry as a consultant and chemical engineer at international operating companies including Shell and Sasol. Amy has extensive experience working with many of the largest institutional investors across Europe, the UK and the US, and holds a doctorate in process technology from the University of Twente in the Netherlands. Amy was ranked 2nd in the 2019 & 2018 Extel Surveys and #2 Top Stock Picker in the Healthcare category (United Kingdom and Ireland) in the 2020 Refinitiv StarMine Awards.

Miles Dixon joined Peel Hunt in 2017 after several years working for FTI Consulting’s Corporate Finance & Restructuring vertical where he specialised in operational turnaround for strained healthcare organisations. Prior to that he worked at Serco Group, initially in business development for their healthcare interests but latterly in a wider strategic capacity for their Local & Regional Government division in UK&E. Miles also has a number of years’ experience in life science research, completing postdoctoral positions in Cell Signalling & Immunology – working with both Academia and Pharma in a novel collaboration – after a bachelors in Biochemistry, a masters in Cell Biology and a doctorate in Molecular Physiology.

Anchal Verma has been an Analyst at Peel Hunt, Research Division since 2017. Prior to this, Anchal worked in Pharma consulting and industry research. She has worked in Cancer Research laboratories at the University of Edinburgh and the University of Cambridge. Anchal holds a Hons Bachelor’s degree in Molecular Genetics from the University of Edinburgh and a Master’s in Finance & Accounting from the Warwick Business School.

Yes , this weekend reminds me of last Feb just after suspension , when we all were wandering around in a daze doing huge mathematical sums in our heads .
Its been a very stressful year holding EUA . Maybe less so if you were better informed or just ignored any BB talk .
Personally , I did cash some in during the high 20's and low 30's , but also bought back in .
I now hold about 1/3rd of what I did at the peak of my holding . I'm only human , and have been through experiences like SXX .
But if this comes off soon ( my guess £1.51) it will still give me a massive win . If it does , and its looking that way , I really owe a huge debt of gratitude to the regulars on here . Most of my other shares I like to think I have a good understanding of what they are , and how they work .
But EUA from the start has been a mystery to me . And it still is . I've made loads of money and still don't really fully understand how its all gonna work out .
All I know is that the BOD seem to be sharper than many have thought , and that this really is going to be a final chapter that will go down as legend .
In future years , EUA will be cited as a clear example to why you should just hold your shares through thick and thin if you truly believe .

Nice - just keeps getting bigger !!
Rum time

Stolen from SNG board ( they have some good info diggers there )

https://www.frontiersin.org/articles/10.3389/fimmu.2021.655528/full

Article published today concluding that early intervention of Interferons can be a real benefit .

Early therapeutic, and even prophylactic, IFN interventions during COVID-19 could reduce disease severity and contribute to viral clearance, in turn avoiding multi-organ damage and patient death. IFN therapeutic administration during SARS-CoV-2 infection not only accounts for the antiviral and immunomodulatory effects of this drug, but it is also an opportunity to restore the SARS-CoV-2-impaired IFN signaling system, and thereby to promote the occurrence of other ISGs-mediated mechanisms that are relevant in the context of COVID-19. It also means that the antiviral and immunomodulatory effects of IFNs synchronized with other IFNs’s benefits for the direct or indirect control of inflammatory cytokines, neutrophilia, regulatory T cells, and the induction of ACE2 expression, may help to mimic a physiological antiviral response, with an intact IFN signaling system.

Apologies if already posted as I've not followed BB for a bit .
Activ 2 website now also showing an inhaler on their treatment page
https://www.riseabovecovid.org/en/treatment-info/

Would have added more this week but virtually all my other shares took a hit too , so not in the mood to throw more money at AIM , even though I know I should .

Only caught some of yesterdays talk .
Markku talked of bringing some new data from these cohorts to the market soon , that they had , but not yet published . He sounded pretty upbeat about that , as if it might be finally significant to the business .
I am really looking forward to seeing the full data . The fact that Uveal group was a dud is sad news , but in the scheme of things , it makes the success % actually better for the other cohorts . Rather than being for example 10% effective on all 10 groups , it may be better to be 50% in one group , and 0% in 2 others . That would then focus partnering decisions , and allow them to pick the cohorts to take through to the pivotal trials .
Nice that we still have at least 6 and possibly 9 cohorts that are in the basket .

Toni seemed very confident , and happy with the current cash position . Pointing out that as these trial costs are very much front loaded , the cash burn isn't as quick once you are in them .

Partnering discussions and exploring funding options - I know it sounds like a broken record , but to be doing that sort of thing at this point in time , means they are confident with what data is coming out - and its to really achieve something great , not just keep the lights on .

Further additional board member to be voted on at the AGM - any significance that they have chosen an American ?

In addition, the Board proposes, on the basis of the proposal of the nomination committee, that Anne Whitaker be elected as a new member to the Board for a term that ends at the end of the next AGM.

Anne Whitaker (born 1967), Bachelor of Science, a citizen of the United States, currently serves as a member of the board of directors of three publicly listed companies: UDG Healthcare Plc, Caladrius Biosciences Inc., Mallinckrodt Plc and privately held Aerami Therapeutics Inc. Previously, she has acted as the CEO at, inter alios, Aerami Therapeutics, Inc., KNOW Bio LLC, Novoclem Therapeutics, Inc. and Synta Pharmaceuticals Inc., and as the Executive Vice President, Company Group Chairman of Bausch Health Company and President of North America for Sanofi.

Anne Whitaker is independent of the Company and its significant shareholders.