Is this pointless chatter starting again? It was a pleasantly quiet turn of the year.
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Well, his purchase certainly was a positive signal, because he is an expert in the field and decided to invest in Faron. Nothing but positive. The sale, on the other hand, could be due to completely different factors than Faron.
How much added value did this post of yours bring to anything? I am very sorry if the discussion of others disturbs your life. You shouldnât follow the discussion if it annoys you.
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I understand the logic.
There is only one trigger for buying â believing the value will rise
There can be many reasons for selling
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The lights have apparently come on at Kupittaa to face todayâs realities. Within the month, the first words of this year must be spoken, just as I outlined last year. JJ, whatâs going on? The further into the month we go, the more difficult this becomes. Letâs just hope a good cake doesnât go to waste..
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To me, this ânews blackoutâ regarding Faron only reinforces my belief that negotiations are ongoing and information disclosure is therefore extremely sparse. And above all, itâs being handled by completely different people than the CEO. If there is no need for marketing, then why come out with some nonsense videos or the like?
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The Morgan conference starts on Monday. One would expect some kind of announcement (perhaps even some boasting about results?) to be released before then, so the next three trading days should be at least somewhat interesting, one would assume.
The BLAZE trial should also be registered with the relevant institutions in the coming days, at which point more details about it will become public.
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Once the results for this research scope are known (whatever is worth publishing within the bounds of trade secrets). At this point, thereâs really nothing else to do but change the colors on the PowerPoints and polish the oral presentations⊠In my opinion, if/when negotiations are already underway, then it is specifically in our interest as shareholders to maintain a strict communication policy.
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Wasnât JPM the bank handling Faronâs partnership discussions? Was there even any precise information about this?
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Dynamic quartet on-site 
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https://x.com/EricTopol/status/2008318712563314973?s=20
Mutant p53 promotes clonal hematopoiesis through generating a chronic inflammatory microenvironment
A significant paper shared by Topol.
TP53 is not just a risk marker but an active inflammatory disease maintained by myeloid cells, leading to MDS/AML. This is why treatments targeting the microenvironment are key and logical â BEX
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Itâs quiet. Letâs return to a matter that didnât get the attention it deserved. TI, i.e., transfusion independence in Bexmab.
Itâs very strange that Faron hasnât commented on the matter more prominently, and no one else has brought up this alleged 57% baseline TD-to-TI conversion rate.
ChatGPT, if youâll allow it this once: Short answer: 57% conversion from baseline transfusion dependence (TD) to transfusion independence (TI) in front-line higher-risk (HR) MDS would be viewed as exceptionally strong and potentially practice-changing, depending on durability and survival context.
Below is a calibrated way to think about it (I didnât link it, you can prompt it yourself and seeâŠ)
Peer-reviewed abstract, featuring 17% https://ashpublications.org/blood/article-split/146/Supplement%201/5627/548947/Transfusion-independence-hematological-improvement
Faronâs press release: Faron presents updated BEXMAB data at ASH 2025: Deep and durable responses in HR-MDS with favorable safety profile - Faron
And Faronâs poster, which in my opinion shows that it is a case of TD-to-TI during treatment, not baseline TD-to-TI!
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Yeah, isnât that figure in a whole different league 
Maybe even clinically revolutionary
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In my opinion, the poster assumes that the hematological audience âknows thisâ. This is therefore a technical reporting weakness as we do not know what the hematological audience âknowsâ.
EDIT: 8-12-2025 Faron âFor the first time, data shows 57% of frontline patients who were transfusion-dependent at baseline achieved transfusion independence, confirming restoration of healthy bone marrow functionâ
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Since itâs quiet on the forum, we could take a look at the information on the Zeidan/HCPLive site:
A total of 21 treatment-naĂŻve and 32 HMA r/r MDS patients have been recruited into BEXMAB â bexmarilimab 1-6 mg/kg in phase 1 and 3 or 6 mg/kg in phase 2 was administered weekly in 28-day cycles in combination with a standard regimen of azacitidine. Preliminary overall response rates (ORR) with bexmarilimab and azacitidine in treatment-naĂŻve patients were 78% in mTP53 (biallelic ORR: 83%) and 91% in wt TP53. In r/r MDS, preliminary ORR were 46% in mTP53 (biallelic ORR: 38%) and 74% in wt TP53.2
Is there actually new information here, or is old information just being expressed in a different way? I couldnât quite tell from a quick look.
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Since the wise heads of this forum still seem to be on holiday, I took the liberty of asking my own expert, who is an AI but not ChatGPT:
- New information: Differentiation by TP53 mutation status
This is the most significant new piece of information. Previously, Faron has spoken about responses more broadly, but here they have been broken down by TP53 gene mutation:
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Treatment-naĂŻve (new patients):
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91 % ORR (wt TP53, i.e., wild-type/normal gene). This is a staggering figure.
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78 % ORR (mTP53, i.e., mutated gene). This is the âdifficultâ patient group for which there are currently no good treatments. The fact that even in this group we are reaching nearly 80 percent is a very strong medical result.
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Biallelic ORR: 83 %. This is very specific data on the most difficult form of mutation.
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2. New information: R/R MDS (relapsed/refractory)
It was previously known that responses in R/R patients are lower, but here it is now in black and white:
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74 % ORR (wt TP53). This is a very competitive figure in this difficult patient group.
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46 % ORR (mTP53). Although the figure is lower than in new patients, it is still significant because the prognosis for R/R mTP53 patients has traditionally been very poor.
My âexpertâ explained that data as being so good from an investorâs perspective that I donât dare add it here.
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282 new owners for Faron in two days on Nordnet alone:
After today, the figure will likely be 400, and by doubling that, we get roughly the number of new retail investors in three days.
Kauppalehtiâs marketing as the âgainer of the yearâ is doing its job, and the share price development still relies on retail investorsâ buying appetite; hopefully, everyone participating in the lottery wins.
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In the Faron/Juho webcast, a slide was presented that addressed partnering strategy with âenhanced management team and collaboration with a leading investment bankâ. JPM has not been named. Faron Pharmaceuticals - Innovatiivisia lÀÀketieteen ratkaisuja (Osa 1) - #10936 kĂ€yttĂ€jĂ€ltĂ€ Vino_Pino
In itself, participating in JPM is the most significant of the calendar meetings previously compiled in the thread, in terms of partnering. Everyone will certainly be there. Those who already know they are a partner, and those who donât know it yet. Itâs likely improbable that a deal would be announced right then. In Stubbâs words, the (peace) agreement is closer than ever. It canât exactly get any further away, if and when it is eventually signedâŠ
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And additionally, major shareholdersâ holdings increased last month. A very good direction!
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