Attention, net-savvy folks! Mark your calendars:
Thursday, August 21, 11:10 AM - 11:18 AM IUIS 2025 Vienna
Dual Mechanisms of Clever-1 Inhibition with Bexmarilimab Plus Azacitidine in Myelodysplastic Syndrome: Translational Insights from the Phase 1/2 BEXMAB Study Oral Abstract Presenter: Maija Hollmén (Finland)
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Stifel was already mentioned.
A list of ten analysts is probably already at the level of significantly larger companies. The cause-and-effect relationship goes such that a large company and a significant industry lead to extensive analyst coverage. The reverse is not necessarily true, even if the aforementioned connection exists.
According to Faron, these analysts follow the company on their own initiative. Inderes and Carnegie are at least paid services? It could also be that Faron hints that it would be worthwhile to start coverage. Then Inde/Carnegie takes it on, but for a fee, and “has to” keep extensive reports public. For many, there is no public information, and they are for paying customers of the service provider. The entire process could, of course, also be initiated entirely by the analysis firm. In that case, the number of analysts could even have predictive value.
The benefit of extensive coverage can be the dampening of Inderes or Carnegie effects, meaning the impact of one analyst on the share price decreases. A more stable share price.
The whole impressive list:
https://faron.com/investors/faron-as-an-investment/forecasts-and-analysis-analysts/
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Tuli linkedissä vastaan tällainen herra kun Ming Tang. Alla kopioitu teksti häneltä jota Juhokin oli kommentoinut.
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Ming “Tommy” Tang Director of Bioinformatics | Cure Diseases with Data | Author of From Cell Line to Command Line | Learn to understand | Educator YouTube @chatomics
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Seuraa
1/ Most cancer drugs don’t fail because they’re ineffective. They fail because they’re too toxic. Let’s unpack why safety is the real monster in drug development. 
2/ Roughly 90% of drugs fail in clinical trials—especially in oncology Not only because they are not killing tumor cells, but because they harm healthy tissues too. Liver toxicity is a frequent culprit, but other organs are at risk as well/
3/ You’ll hear this often: “All drugs are efficacious, but fewer are safe.” In vitro, it’s easy to kill tumor cells. In humans? That’s another story
4/ Why is toxicity such a massive problem? Because drugs don’t stay where you want them to. They circulate, accumulate, and act everywhere—including vital organs like the liver, heart, and kidneys
5/ Take the liver: It’s the body’s detox engine. It processes drugs, breaks them down, and often gets hit hardest by their side effects. Liver toxicity is one of the top reasons drugs are pulled from trials—or even from the market
6/ Then there’s the “off-target effect.” Your drug might be designed for one protein, but it can also bind to dozens of others, disrupting normal cell function in ways no one expected
7/ And testing in animals? It only gets you so far. Mice aren’t humans. A compound that’s safe in a mouse might be toxic in people. Species-specific differences in metabolism can make or break a drug
8/ So how do we reduce toxicity? Selectivity: Great drugs are designed to bind as specifically as possible to tumor proteins. For example, kinase inhibitors are screened against hundreds of kinases to find compounds with strong selectivity—though achieving absolute selectivity is often difficult
9/ Early off-target screening: Drug developers now run compound libraries through broad panels—ion channels, receptors, enzymes—to catch liabilities before they reach trials
10/ Delivery innovation: Antibody-drug conjugates (ADCs) aim to bring toxic payloads directly to cancer cells, sparing healthy ones. This precision is promising, but not foolproof—ADCs still carry risks of toxicity, often related to their payloads and off-target effects
11/ Bottom line: Killing cancer cells isn’t the hardest part. Doing it without harming the patient? That’s the real challenge. Safety is the wall that most drug candidates never climb
12/ Takeaways: In vitro efficacy means little if a drug is toxic in humans. Organs like the liver are especially vulnerable. Selectivity and off-target screening are critical. Drug safety is not just a pharmacology problem—it’s a systems biology problem
13/ toxicology data matters. Gene expression, target profiles, ADMET models—they all tie into the safety story. Ignore toxicity, and you’re not seeing the full picture. I hope you’ve found this post helpful. Follow me for more."
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Good text. I previously wrote in this thread about the side effects of Venetoclax, and now that drug has also been shelved due to its side effects. Below is a partially copied message of my own:
Some considered Venetoclax a strong competitor to Bex before it failed, but I didn’t think it was likely because its tolerability profile is significantly weaker compared to Bexmarilimab.
"Venetoclax has a broad side effect profile. One of the most serious is tumor lysis syndrome (TLS), where rapidly breaking down cancer cells release substances into the bloodstream, causing, among other things, acute kidney failure, arrhythmias, seizures, and even death. The risk is highest at the beginning of treatment, which is why it is started with small doses and fluid and prophylactic medication.
Another key risk is severe infections, as Venetoclax significantly weakens the immune system. These include bacterial, viral, and fungal infections, such as pneumonia, herpes, CMV, and aspergillosis, some of which can be life-threatening.
In addition, drug-induced bone marrow suppression can lead to neutropenia, anemia, and thrombocytopenia, resulting in an increased risk of infections, fatigue, and bleeding.
Gastrointestinal side effects are common. Although nausea and diarrhea are typical, more serious complications can include bowel obstruction, GI bleeding, and cytomegalovirus enteritis, especially in immunocompromised patients.
Finally, it should be noted that tumor lysis syndrome has not been reported with Bexmarilimab in clinical studies, nor has any specific risk been observed. It has also not yet proven to be immunosuppressive, and the risk of infection does not appear to increase significantly, although research data is still limited (Phase I/II studies). Significant bone marrow suppression has not been observed. Gastrointestinal symptoms, such as diarrhea and nausea, are rare and generally mild, and no severe GI complications have been reported.
So, Bexmarilimab has almost none of those terrible side effects, all of which are possible when using Venetoclax."
This message is largely a reiteration of old points, but it underscores the excellent point of the previous message. Faron is currently clearly undervalued. I strongly believe that bexmarilimab will advance to the market. Currently, the market is pricing in uncertainty and potential dilutions if additional funding is needed without a partner. If a partnership agreement is reached within this year, the stock price increase will be significant, and the market is not currently fully pricing in this possibility.
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I’d like to slightly object in that Venetoclax in MDS did not fail due to side effects but due to lack of efficacy. In the study, those treated with venetoclax lived longer, but the result was not statistically significant. Treatment responses with venetoclax and bex are roughly at the same level.
Bex’s mild side effect profile has been praised for good reason, but in contrast, a skeptic would naturally point out that it might indicate a lack of efficacy. An effective + mild cancer drug is a rarity. Siltanen mentioned this a long time ago in one of his reports.
Just something to ponder, as a counterbalance to the bullishness above 
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I haven’t had the energy to go through the whole thread now, but I don’t recall you ever being particularly positive about Faron. As for Bex, you’ve mainly found only negative aspects. Instead, you’ve praised competitors like Venetoclax and considered it practically an established treatment. I don’t know what causes your continuous negative attitude towards Faron, but you were wrong about Venetoclax. Hopefully, the same trend continues, and you’re wrong about Bex too. Because based on your comments, it shouldn’t amount to anything.
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I only consider Faron a bad investment (very high valuation), nothing else. I hope for the same myself, but I won’t bet my money on it.
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What do you think, could it still be possible that we are on the verge of something new with Bex? Based on Bex’s ability to awaken the human’s own immune response against cancer cells vs. these current cytotoxins that cause severe side effects.
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The human’s own immune response that destroys these cancer cells is essentially the so-called cytotoxic T-cells (CD8+ T-cells), whose activation is a multi-stage process. Parts of that process are already very comprehensively known, and those suitable as therapeutic targets have been studied and are being studied extensively. One big problem is an excessive inflammatory response, i.e., side effects.
The role of Clever-1 has been identified later, but I think/am under the impression that it is like too small a cog in a big machine for its adjustment to achieve the desired effect. jerej, however, seems to be considerably more knowledgeable about this.
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Well, this almost eternal question of efficacy, tolerability, and valuation… fortunately, regarding Bex, we will get the FDA’s view on the matter during the summer/autumn. In my opinion, Faron/researchers have already published a lot about both efficacy and tolerability; let more competent people evaluate the next steps.
Valuation has also fluctuated considerably, and in my opinion, it offers a good lesson for all investors regarding drug developers. The rise is steep if it happens, but the fall is usually even steeper. It’s 99% clear that the next FDA comment will determine the stock’s direction.
I myself have invested quite significantly in the stock, but I do share @Clark_kent’s view on risk, although I am either more risk-seeking or interpret the results + future opportunities differently.
It’s also a good sign for me that Juho has stopped making unfounded promises and there has been considerable silence from Faron, apart from various scientific announcements.
Well, this was a kind of casual post without added value. Perhaps mainly that different views must be allowed in the discussion, and everyone should read well-reasoned ones and remain calm. Enjoy the heat, everyone!
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Fortunately, those at Faron are, however, under the impression and understanding that a small part of that mechanism can be effective enough. Especially since there are hardly any side effects. And it can be effective even with minor side effects; one must remember that Bex is not a cytostatic. Significant progress has already been made with Bex; this is by no means an insignificant finding.
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Various cancer immunotherapies have been on the market for years, and even more drug candidates have fallen by the wayside. Of course, in this case, there is a new target, but that in itself is not so exceptional.
It seems to me that some discussants here have a kind of “uniqueness delusion” regarding Faron. While there are no other similar companies listed in Helsinki (and perhaps never really have been), there are plenty of similar ones worldwide. I also think Faron is currently highly valued relative to its risk, so I will pass on investing.
Although Faron’s financial value for investors is still questionable, it has, through this thread, brought great entertainment value to both investors and bystanders. Varying between tragedy, comedy, and a hero’s tale, depending on the time and the writer.
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Bex will indeed become a medicine for MDS (at least for rr MDS); that is now a certainty with current research and clinical trials. But whether it will only be an alternative for frontline, that is a question mark. I’m not a doctor but a logical MSc, and if I were a doctor, with this information, as a logical person, I would prescribe Aza + Bex also for frontline as the primary medicine, based on a less toxic combo than Aza + Vene. Our Superman can growl again, and Inderes’ analyst can take a stand on the “reduce” analysis, as these don’t really appeal to logical thinking.
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Interesting thread on X regarding big pharmaceutical companies’ patents. A small highlight from this story concerning acquisitions as patent replacements. One could imagine that Faron and Bex have something to say in this situation, provided that the FDA gives the green light for continuation and the story continues.
https://x.com/yaireinhorn/status/1947285728351920521?t=IORfbgy-5FVm-1SdE4j4Bg&s=19
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When were those FDA news supposed to be coming? Aren’t they the next news to be expected?
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The start of that Blaze is now also marked for Q3 in the plans. The initiation of these solid tumor combination trials is, in my opinion, a very important factor in limiting the risk currently associated with Bex’s development. With MDS, all eggs are still in one basket, but the more trials Bex can get started, the less it depends on the results of one trial.
And the NSCLC and melanoma markets are also projected to grow quite large:
https://www.biospace.com/press-releases/non-small-cell-lung-cancer-therapeutics-market-size-to-hit-usd-66-20-billion-by-2033.
https://www.biospace.com/melanoma-market-to-reach-usd-8-9-billion-by-2034-impelled-by-the-ongoing-advancements-in-screening-techniques
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That’s what we’re waiting for - the more official results reported so far for phase 2 were, in my opinion, worse than expected, and it’s possible that there will be further delays in the drug’s FDA approval process.
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The FDA is now facing some difficulties. Laid-off staff cannot simply be replaced by AI.
https://www.reuters.com/business/healthcare-pharmaceuticals/trump-layoffs-begin-erode-fda-drug-review-system-2025-04-04/
WASHINGTON, April 4 (Reuters) - The Trump administration’s mass firings at the U.S. Food and Drug Administration have removed employees critical to reviewing new medicines, setting back years of effort to bring promising treatments to patients more quickly, former and current FDA sources told Reuters.The FDA is slated to lose 3,500 employees under Secretary of Health and Human Services Robert F. Kennedy Jr.'s massive restructuring of U.S. health agencies that is part of President Donald Trump’s wider campaign to dramatically slash the federal workforce.
https://edition.cnn.com/2025/07/23/politics/fda-ai-elsa-drug-regulation-makary
“AI is supposed to save our time, but I guarantee you that I waste a lot of extra time just due to the heightened vigilance that I have to have” to check for fake or misrepresented studies, a second FDA employee said.Currently, Elsa cannot help with review work , the lengthy assessment agency scientists undertake to determine whether drugs and devices are safe and effective, two FDA staffers said. That’s because it cannot access many relevant documents, like industry submissions, to answer basic questions such as how many times a company may have filed for FDA approval, their related products on the market or other company-specific information.
All this raises serious questions about the integrity of a tool that FDA Commissioner Dr. Marty Makary has boasted will transform the system for approving drugs and medical devices in the US, at a time when there is almost no federal oversight for assessing the use of AI in medicine.
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Rose Garden Capital, which previously caused a stir on the forum, continues its analysis of Faron.
Everyone should do their own analysis.
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Without HCM’s funding, small investors here would wonder why the share price is 1.5 euros despite good news, when certain parties subscribing to shares from directed issues are driving the price down before the issue. Because the 12 million collected at a price of 1.72 at the beginning of the year has already somewhat burned through.
I do wonder about the motive behind these posts made in the name of “Capitaal”.
@Gubrick certainly knows how to churn out great “calculations”, but I can’t vouch for their accuracy.
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