Fennec Pharmaceuticals Inc (FENC)

Commercial-stage oncology focused M&A has been active with 6 acquisitions YTD (still 3.5 weeks left), 4 in FY24 & 5 in FY23. They are averaging more than 1 per quarter (right side of the attachment). In May 24 MACK was technically an exit but via CVR payout so after Ono acquired DCPH in April via traditional M&A, there was a 10 month dry spell. Our investment club believes there will be an acquisition before JP Morgan, most likely SNDX by INCY. We're speculating so of course we c/b wrong. The left side of the attachment lists all available & reasonably credible candidates. $KPTI is a textbook example of why bios should exit after FDA approval. Of course KPTI may work out with 2 major reads next year (they know it works in endometrial). Because they've waited this long we believe there's no chance they sell but again o/c we c/b wrong. Same with $FENC but at least they tried Our other most likely candidates include (in order) $URGN & $ZYME $DCTH by March (3 years since the P/E financing)

$FENC The STS-J01 study in Japan shows PEDMARK dramatically reduces pediatric hearing loss from typical 56–63% levels to only 24%. See why investors believe Fennec Pharmaceuticals could be at the start of a major international growth cycle. https://biotechhealthx.com/biotech-news/fennec-pharmaceuticals-fenc-reveals-stunning-japan-trial-data-hearing-loss-drops-from-63-to-just-24/

$FENC management so bad! RuNNN fast.

$FENC (+1.6% pre) Fennec reports positive Japan trial results for PEDMARK hearing loss drug https://ooc.bz/l/85923

Big win for $FENC — latest topline shows strong momentum as PEDMARK® sales surge, cash flow turns positive, and global expansion (EU + Japan) gains traction 🌍💊. With orphan-drug protection and rising adoption, Fennec looks well-positioned for growth. #biotech #pharma #stocks

$FENC $8.00 +0.27. Holding long position/maintain EXIT https://stocktwits.com/search/u/G101SPM?symbol=FENC BRIEF: Co announced positive topline results from the investigator-initiated Phase 2/3 STS-J01 clinical trial evaluating PEDMARK for the reduction of cisplatin-induced ototoxicity in pediatric and adolescent and young adult (AYA) patients with non-metastatic solid tumors in Japan. PEDMARK® is the first and only U.S. Food and Drug Administration approved therapy indicated to reduce the risk of ototoxicity associated with cisplatin treatment in pediatric patients 1 month of age and older with localized, non-metastatic, solid tumors. The study, which enrolled 27 patients in the primary cohort (patients aged 3-18 years) and 6 in exploratory cohorts and examined the addition of PEDMARK® administered six hours after cisplatin. The primary endpoint of the study was met and the data showed that 24% and 16% of evaluable patients who were treated with PEDMARK® experienced hearing loss (ototoxicity) as assessed by the American Speech Language-Hearing Association criteria and Brock grade scaling, respectively. These rates compare favorably to the cisplatin-only arms of PEDMARK®'s pivotal Phase 3 trials, where 56% of children developed clinically significant hearing loss using ASHA criteria (ACCL0431) and 63% developed hearing impairment defined as Brock Grade =1 (SIOPEL-6). Further, the study demonstrated that among the largest subgroup of patients aged 7--18 years, hearing loss occurred in only 19% (ASHA) and 14.3% (Brock).

$FENC https://www.biostockinfo.com/biotech-catalyst-ai-scanner-december-wk1/ On this week's AI catyst scanner result

A follow up around the $DCTH share buyback. Attached is a comparison to peer $FENC (peer in the sense they have roughly the same market cap). Note DCTH trades at a much lower revenue multiple (actual & projected) while having a much lower enterprise value. This is not to bash FENC. PedMark is a life-changing therapy. We are only pointing out the differences in valuation relative to revenues. $XBI $IBB $NBI

$FENC $XBI $IBB I keep on adding to this undervalued play: -Beat handily revenue and EPS expectations. -Positive cash flows achieved. -Inflection point with hockey stick growth hitting the newly expanded adults' markets from just the pediatric market one year ago. -Strong catalyst imminent from Data and joint venture deal in Japan. -Low short interest.

$FENC Q3 '25 estimated was $11.2M vs $12.46M reported which means a surprise of +11.30%! CEO did a great job and sees inflection point for Fennec as "we delivered the strongest quarter in our history. Record net product sales, four consecutive quarters of double-digit growth, and our first profitable quarter from operations, clearly demonstrate that our strategy is working". What´s not to like William?? You really should b... o...!