LON:FARN
Faron Pharmaceuticals Oy
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
28.00p
Buy <=wait / entry
20.33p
Trim >=take some off
45.00p
Thesis breakThe investment thesis would be invalidated by a definitive failure of bexmarilim...
-
Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Strengthened balance sheet with EUR 32.0M cash supporting advancement into randomized Phase 2b trial in higher-risk MDS
- Positive FDA EOP2 meeting feedback and orphan drug designations for bexmarilimab in HR-MDS
- BEXMAB Phase I/II efficacy results presented at ASCO, EHA, ESMO and ASH congresses