Faron's new bexmarilimab patent extends product protection

Translation: Original published in Finnish on 8/11/2025 at 7:30 am EEST.

Faron announced on Friday that it has been granted a patent in the United States for the treatment of Clever-1 positive cancers with bexmarilimab and related structures. The decision extends the patent rights related to bexmarilimab to 2040. The original patent rights were valid until 2037 and were granted four years ago.

The new US patent covers the treatment of Clever-1 positive cancers with bexmarilimab and other constructs that bind to the Clever-1 molecule, producing the desired reprogramming effect. Faron's investigational drug bexmarilimab binds to the Clever-1 protein and inhibits its activity. The patent was granted based on a continuation application from the original composition of matter patent covering the structure of bexmarilimab. The original application included claims for both the substance and the treatment method. The newly granted patent covers the treatment of cancers that have Clever-1 positive cells in their microenvironment.

The news is naturally positive as the potential commercial period is extended, which increases the earnings potential of bexmarilimab. On the other hand, in its recently published investor presentation, the commercialization of bexmarilimab appears to be moving further into the future than our current assumptions. As new information, the company now estimates that accelerated marketing authorization in r/r MDS is possible in early 2028 (previously late 2026). Our model has assumed revenue starting in 2027. Patent and commercialization news balance each other out, and we will assess their significance more closely no later than in connection with the H1 report.