contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Antti Siltanen

Faron is a global, clinical-stage biopharmaceutical company, focused on tackling cancers via novel immunotherapies. Its mission is to bring the promise of immunotherapy to a broader population by uncovering novel ways to control and harness the power of the immune system. The Company's lead asset is bexmarilimab, a novel anti-Clever-1 humanized antibody, with the potential to remove immunosuppression of cancers through reprogramming myeloid cell function. Bexmarilimab is being investigated in Phase I/II clinical trials as a potential therapy for patients with hematological cancers in combination with other standard treatments.

It seems that Markku’s dream of treating glioblastomas is far off. I was thinking about small molecule development instead of the antibody (Bex)-inside-a-Trojan-horse strategy, but those don’t automatically cross the BBB (blood-brain barrier) either. Modification work is something that can be done; old antihistamines crossed over and caused drowsiness, the new ones don’t. And yes, Maija also identifies and acknowledges in her review that myeloid modulators like Bex need combos. This is indeed what is being done. The development of that small molecule, i.e., “oral Bex,” is of great interest to me at least. It would potentially work for everything Bex works for. It would be easier to use than antibodies. Gliomas certainly wouldn’t be any low-hanging fruit. There are so many others that time and money are stretched thin. It is by no means irrelevant, especially in the eyes of BP (Big Pharma), what happens to the Clever-1 market after 2040 if Bex shows clinical efficacy. And who owns the patents is also not irrelevant. The Faron team is already tackling the small molecule:                    sites.utu.fi – 31 Jan 25              ImmuDocs funded projects | Tohtorikoulutuspilotti    ImmuDocs funded projects ImmuDocs is part of the Finnish National Doctoral Education Pilot 2024–2027, which aims to train a thousand new doctors for Finland ...

If anyone is collecting a Zeida library, there is a weird-looking video on the HPClive site. However, it was updated on 06.01.26, so I won’t post a link if it has already been shared.

These BBB-crossing antibodies can indeed be developed, for example by targeting them to the transferrin receptor, which mediates BBB penetration (e.g., Denali Therapeutics’ technology). The problem, however, is likely to be the next stage, where Clever-1 inhibition should be followed by the accumulation of T and NK cells in the tumor tissue to trigger an immune response. The infiltration of immune cells into the central nervous system is much more strictly controlled, and it is not clear how many of them would pass through the BBB to target the tumor. The central nervous system, in general, is immunologically distinct from the rest of the body, and this is utilized, for instance, in cell therapies targeting AMD and Parkinson’s, which do not require HLA matching.

Was anyone listening to Bono on Zoom yesterday?  @Jere1 already commented Two or three years ago in a webcast where the father and son appeared together, in the chat at the end, [they were asked] what they would like to see in the future? Juho said BEX’s efficacy in sarcoma (this vision is indeed happening) and Markku said in glioblastoma. Apparently, they had studied those databases. BEX is a protein, and therefore getting it through the blood-brain barrier (BBB) is limited due to its size, unless the cancer breaks the barrier. Remember that melanoma patient whose large melanoma masses disappeared from the abdominal cavity during BEX monotherapy, but the brain metastases grew. Additionally, in MATINS, brain metastases were an exclusion criterion, at least at the start of the study. The hope regarding the brain could lie in a smaller, orally administered molecule affecting Clever-1; it’s also not certain whether such a molecule can be developed, and especially one that crosses the BBB. And who will manage to develop it first? The work has indeed started in Finland. The indication would, of course, be all other cancers where BEX could also help, and that is a bigger thing. Let’s hope that the Chi…ese don’t get there first; it’s perhaps better (at least for the company) to keep quiet about it for now. Finland certainly has the head start and expertise. Of course, all trials for it would have to start almost from scratch to establish efficacy and safety. The BEX studies would indicate the first targets. And what Faron’s IP rights to it would be, that is unclear at least to those outside of Faron. A very complex question considering partnering or M&A. How to make a legal agreement regarding potential development work that might work. If that molecule were to work, BEX’s patent expiration year of 2040 wouldn’t be a problem for Faron, if it is seen as one. Nor would competition with BEX. It would only enter the market more significantly around that time. Perhaps for that reason, it doesn’t even need to be put into the licensing Excel in partnering? In M&A, it should be, if Faron has any IP rights to it.

linkedin.com              #mds #bioinnovation | Faron    Progress in cancer treatment stems from a deep understanding of biology and a commitment to pursuing answers even when they are hard to find. Faron’s work in immunology is built on decades of scientific inquiry. At the BioInnovation Forum, Juho...

I understand. But after the first approval – well-informed doctors and wealthy rare cancer patients will benefit – and the business case will get a boost from orphan use.  Eikö PD-1 combo support strengthen UVM responses?

ACC is likely a rare enough cancer that its treatment is not yet planned for phase I trials, source.  “Adrenocortical carcinoma demonstrates distinct epidemiological patterns with significant geographic and demographic variations. The annual incidence ranges from 0.5 to 2.0 cases per million population worldwide, with approximately 300 to 400 new cases diagnosed annually in the United States. Notable geographic clustering occurs in Southern Brazil, where the incidence ranges from 10 to 15 cases per million children, driven by the prevalent TP53 p.R337H founder mutation.”

Faron Pharmaceuticals

Faron Pharmaceuticals is a clinical stage biopharmaceutical company whose three drug candidates relate to the modulation of immune system or inflammatory response. Faron is a very high-risk ...

<p>Faron Pharmaceuticals is a clinical stage biopharmaceutical company whose three drug candidates relate to the modulation of immune system or inflammatory response. Faron is a very high-risk investment as drug development requires frontloaded investments in research, while the success of commercialization is very uncertain. If the drug candidates enter the market, the invested capital can be multiplied. However, failure of drug development is frequent and, in that case, the invested capital may be partially or totally lost. We believe the share provides sufficient expected return to counterbalance the high risk. The share is suitable for a long-term investor that tolerates high risk as part of a well-diversified portfolio. A person investing in Faron must also be prepared for share issues.</p> 

	2021	22e	23e
Revenue	0.0	0.0	0.0
growth-%
EBIT (adj.)	-21.1	-22.0	-0.8
EBIT-% (adj.)	-527,700.0 %	-550,000.0 %	-19,500.0 %
EPS (adj.)	-0.40	-0.40	-0.02
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	neg.	neg.	neg.
EV/EBITDA	neg.	neg.	neg.

Risky investment with huge potential

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Key Estimate Figures08.08.2022

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