Faron Pharmaceuticals Oy Share Discussion Threads

[raldo] 19/3/2020 12:59

Is Faron going to bring us some cheer?

[jojaken] 16/3/2020 11:37

I don't see why some of the larger Pharma wouldn't want to help Faron to accelerate the Traumakine trial. If huge resources are going to go into manufacturing respirators, surely supporting a pharmaceutical adjunct/( alternative if you can't access a respirator )is a no brainer.

[toffeeman] 15/3/2020 11:16

I do not wish to appear morbid - but surely the current situation with Covid-19 causing ARDS and subsequent death presents an unanticipated trial opportunity for Traumakine.

What is the availability and production lead times?

[hashertu] 05/3/2020 10:33

I hadn't previously taken much notice of this phrase, contained in the standard blurb about Clevegen at the end of RNSs.

" ... with potential across oncology, infectious disease and VACCINE development".

Given the current state of world infections, perhaps that last category might have some more immediate relevance.

[amrishbhim] 02/3/2020 09:49

Checkout REDX RNS

[daffodil4] 27/2/2020 10:06

bwgs

The last time this saw £8 was when the results of the phase 3
Traumakine trial were due and Markuu had said in an interview
that they "Knew" it worked...It failed and fell below 60p!
Clevegen has aided the recovery, but I cannot see it back
to old highs until a further phase 3 trial is close
to results and that will be 2021 ...so even with some
good Clevegen updates it will not happen this year..
Furthermore, when it was £8 Faron owned Traumakine outright
and now a Third Party will have an as yet unknown share
of the drug in return for the ongoing development..so
Faron are is a very different position to the £8 days..imo
GL.

[bwgs] 26/2/2020 23:31

Thank you for your reply.To date I have to say I'm very encouraged as an investor in the way Farn is moving.In respect of 3rd party funding, it may well be that Farn are being very cautious, and not willing to dilute to high heaven (which is what usually happens on AIM).Would be great to see this going back to £8+

[daffodil4] 26/2/2020 20:02

Yes....fantastic return to date for many..
GL!

[daffodil4] 26/2/2020 16:46

Seriously......

Shareholders would benefit much more if Traumakine
was wholly owned by FARON on a successful trial..
Perhaps when you see the details of what deal
the Third Party has negotiated you may agree......

[mustau] 26/2/2020 16:41

I guess they don’t want to dilute, which is an exemplary on AIM.

[daffodil4] 26/2/2020 15:51

You must have misunderstood my post.
I have not suggested a fund raise...
Faron have said a third party will fund
any further Trauamkine development..my
question is why not raise funds and keep
the asset...why share something if it has
huge commercial potential?

[mustau] 26/2/2020 13:43

Daff,

Market disagrees with your logic, no fund raise is expected as mentioned by the boss.

[daffodil4] 26/2/2020 11:19

bwgs

Clevegen has great promise..but still in very early days
and a long way from generating cash.
Traumakine if successful in another trail..
third party funders will take a huge share of the potential
profits...may even just pay a royalty....so Faron
have nothing in phase 3 no funds for developing Truamakine
and still all speculative...nothing wrong with that as
a pharma...but talk of massive upside this year in unrealistic.
This weeks rise will fall away IMO by Friday back to
last weeks levels....just my opinion..BIG question..why if they
have such faith in Trauamkine not raise funds for the trial?
I really do not get that decision.... something worrying in that IMO!

[bwgs] 24/2/2020 16:57

Just wondering what would be a positive in your view on this share?

[daffodil4] 24/2/2020 14:58

No...I think the MM's played a blinder
this morning!

[bioking] 20/2/2020 11:59

DNL about to explode , Institutional investor added 1 million shares this week . LOTS of BIG NEWS around the corner =10+ BAGGER GEM RALLLYYYYYYYYYYYY

Diurnal (DNL)
Market Cap £27 M
Price: 31p



Upcoming Catalysts:

MAA-Acceptance for Chronocort in February/March 2020

Alkindi approval in Israel expected in 2Q 2020

Alkindi approval in Australien expected in 2Q 2020

US-Partnership for Alkindi & Chronocort expected in 1H 2020

Alkindi & Chronocort Partnership for Asia für Japan und China

US-Approval for Alkindi expected in 4Q 2020

EU Approval for Chronocort expected in 4Q/1Q 2020/21


Investment summary:Alkindi, a cortisol replacement therapy designed for children under 18 years of age, is DNL’s first product on the market. It is expected to be followed by Chronocort for adults – a larger market – which now has a clear pathway for regulatory approval in both Europe and the US. Despite this, the share price is still languishing well below valuations determined by peer group and DCF (202p) analyses

[hashertu] 19/2/2020 13:52

One option. "Lyocontract, based in Ilsenburg, Germany, will provide a second independent manufacturing facility for Traumakine. 5 Feb 2018."
If someone is prepared to fund a trial, I am very confident that manufacturing the drug is not a problem.

I don't think any drug in development is viewed as a sure bet.
All funds, however raised, come with strings attached and possible consequences.
Personally, I prefer a small slice of some pie, rather than a large slice of no pie.

[daffodil4] 19/2/2020 10:35

The point is...if Traumakine is such a sure bet
why are Faron not keeping the asset and raising
their own funds for another pahse 3 trial..
but getting a third party to pay....what
will third party want in return??? This
will not give shareholders a good return
if it is successful? Something does not
add up...

[daffodil4] 19/2/2020 10:29

IMO Faron is all about Clevegen now.
I thought Markuu was quite evasive about
the funding of any possible Traumamkine phase 3
trial...also why was there no discussion about
who would maufacture the drug for another trial.
No details have been given about what changes the FDA
asked for...shareholders have a right to know..

[this1] 18/2/2020 11:28

This was new for me. Very interesting presentation in LSX World Congress from Faron regarding Clevegen. You should take a look of it:https://youtu.be/N5KEbdFaX-c

[hashertu] 18/2/2020 08:40

An alternative link to the interview with Markku.

hxxps://www.proactiveinvestors.co.uk/companies/news/913075/faron-pharma-ceo-confident-as-he-looks-ahead-to-new-traumakine-study-913075.html

Original link was removed.

[hashertu] 17/2/2020 18:26

Well, that's new.
3rd party funding lined up for Traumakine Ph III, if FDA approves the trial protocol.
Sounds like partner funding in exchange for marketting (exclusive, I would guess) rights.
Might explain the share price reaction.
FDA response expected this quarter.
How exciting.