Faron Pharmaceuticals - A Drug Development Company Focused on Immunology

Cheers,

We’ve recently released an Initiation of Coverage Report on Faron Pharmaceuticals. Faron is a clinical stage drug development company focused on immunology. The lead candidate bexmarilimab is an immuno oncology drug developed for various solid tumors and blood cancers. The full report is availabe to all readers freely. Feel free to ask any questions you may have on the investment case and please remember to tag my name to avoid missing your question.
-Antti, Analyst, Life Sciences

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Det här är en över ett halvår gammal video om företaget, men den är ändå bra att titta på om man är intresserad av företaget. Antti är verkligen en utmärkt analytiker.

Faron Pharmaceuticals is a drug development company. Faron is a very high-risk investment as drug development requires frontloaded investments in research, while the success of commercialization is very uncertain. Analyst Antti Siltanen elaborates.

00:00 Antti, what do Faron do in very simple terms? 02:50 The drug candidates 05:30 The biggest risks and uncertainties? 08:50 It’s very probable Faron goes bankrupt and investors loose their money, but on the other hand if a miracle happens the pay off is huge. Why do have an accumulate recommendation to the stock?

Hi Börsen,

Although a bit old, the video and our Initiation of Coverage report are mostly still relevant. The main developments since recording the vid have been the faster than expected development of the phase I/II BEXMAB trial investigating bexmarilimab for treatment of blood cancers. On the other hand, development of the other two bexmarilimab trials MATINS (bex monotherapy in solid tumors) and BEXCOMBO (bex combined with PD-1 inhibitors) have been a bit slower than we anticipated probably due to lack of funding. We commneted on biotech funding recently here.

We will be updating our extensive report by the end of the year and provide regular updates on the stock in the mean time. The latest one is Faron Pharmaceuticals: BEXMAB study’s good momentum supports valuation

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Hello Antti!

Thank you very much for your response and also for the excellent analyses!

Without you, interpreting a company like this would be very difficult for me alone. The industry is so challenging for an ordinary investor like myself.

You’re doing a great job, and I appreciate it! :slight_smile:

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A little news from Faron:

On Wednesday, Faron Pharmaceuticals published new positive results from the BEXMAB study to examine the efficacy of the company’s precision immunotherapy treatment (bexmarilimab) for a number of malignant haematological tumors, or blood cancers. Faron also stated that they plan to file the first Biologics License Application (BLA) to FDA in H1’25.

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Aktiekursens samtidiga uppgång har emellertid försämrat förhållandet mellan avkastning och risk. Under det kommande året är en central drivkraft för aktieavkastningen resultaten från fas II av blodcancerstudien BEXMAB och finansiella lösningar, där Faron har hänvisat till pågående diskussioner om licensavtal.

Faron-aktiens värde har stigit betydligt och är oväntat väl följt i Finland.

Under det kommande året verkar resultaten från fas II av BEXMAB-studien vara av särskilt intresse, liksom finansiella arrangemang där Faron har antytt att de förhandlar om ett licensavtal. Åtminstone så har jag förstått från Inderes-analytikernas resonemang. :slight_smile:


Inside information: Faron Presents Phase 1 Data from BEXMAB in Myeloid Malignancies Trial at the 65th American Society of Hematology (ASH) Annual Meeting

https://otp.tools.investis.com/clients/uk/faron2/rns/regulatory-story.aspx?cid=2223&newsid=1741052

Faron Announces Publication of Full Analysis from Phase 1/2 MATINS Trial of Bexmarilimab in Solid Tumors in Cell Reports Medicine

https://otp.tools.investis.com/clients/uk/faron2/rns/regulatory-story.aspx?cid=2223&newsid=1740511

Insider information: Faron Initiates Phase 2 Part of BEXMAB Study of Bexmarilimab in HMA-failed MDS

https://otp.tools.investis.com/clients/uk/faron2/rns/regulatory-story.aspx?cid=2223&newsid=1731417

The Board of Directors of Faron Has Resolved on a Warrant Program and an Issuance of 319,944 Warrants to IPF Partners

https://otp.tools.investis.com/clients/uk/faron2/rns/regulatory-story.aspx?cid=2223&newsid=1731388

Faron to present Phase 1/2 data from BEXMAB Study of Bexmarilimab in Combination with Standard of Care in Myeloid Malignancies at the 65th American Society of Hematology Annual Meeting

https://otp.tools.investis.com/clients/uk/faron2/rns/regulatory-story.aspx?cid=2223&newsid=1730959

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