The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Blastoid, well put...Some people have adgendas and some just post white noise. As you say, ignore and trust your own investment. Some have obviously never read up on or researched Hemo.
Keep it coming JHFH, enjoy your informative & knowledgeable posts. Ignore the detritus that infiltrates the bb now and then, i do.
Thanks snowflakes who sold, this guy is big, added a few.
Took a few this morning, seems to be a company heading places (at long last)
Hold onto those shares, nothing goes up in a straight line
Seems like you justa have a personal vendetta against me, like I said if you dont like me, mute me, stop trying to turn board negative. Oh and yes, I offered to update their website free of charge quite a while ago because guess what? Its what I do for a living and at that time I had plenty of free time, so not sure whats your point.... If you were trading elsewhere, I DONT CARE, if your now back here, good luck, might I suggest you add me to your block list and in future you will see a green box.
If people buy because of a single investor on LSE, its there fault. I made lots of investing mistakes and this one was one of them ... nevertheless i stood my ground and am more confident now that this is about to recover fast. Today is just another confirmation of a trusted scientist working with HEMO ... they wouldnt do that and associate their name to the company unless they were confident of its success
Blaming JHFH or others has no benefit since we are all locked in here and only those that tried to wait until later this year before the rise and now missing out are angry. The rerate has come back early and there is major demand now for HEMO Stock and I truly believe even with some shorters and traders selling out on this rise, we will be back above 2p in the coming weeks and hopefully 5p+ by year end
Mr India, he has talked this share down from 15p and it’s because of him a lot are stuck in here. I remember at one point he was calling Vlad to become an employee of Hemo and offering his services to sort out their PR!! Everything he says doesn’t come true. Just saying.
Anyway good luck everyone I’m locked in here for a while yet.
Choo choo... up we go. Great appointment.
Actually JHFH is one of the most trusted guys on here. He only speaks facts and he is a real investor. I would have sold out years ago if it wasnt for him and now we are on the upside, people are saying he spouts rubbish because they missed out in getting cheap stock. Now its on the rise and got momentum and going up very very fast.
Thanks JHFH ... you are a solid and trustworthy guy and the drop in the past has nothing to do with you. Keep providing solid updates my friend
Yep, We knew it was coming. I sense another blue day today :)
RNS:seems its getting closer
Orhy really…
you think sp movement related to comments posted here
So in the past 30 days we have both posted 38 times, you posted on SYME, I posted here. Can you explain how you have the right to post on a share your invested in and care about and I am not allowed to post on a share that I have been invested in for years, care about, believe in and am currently excited is FINALLY starting to bounce?
From memory you used to be invested here, but from your posting history you clearly went to SYME which has done.... yea... Where as I just stayed here.
So no, if you dont want to see anything I post, block me, simple.
JHFH can you for once just keep quiet, you have talked crap for nearly 18 months now and watch the share price drop fro 15p to where we are now.
Actually, yes. Thanks for sharing.
Anyone in the NY region on Thursday? Note on twitter from HEMO.
"All our Friends are invited to celebrate the opening of Hemogenyx Pharmaceutical’s Manhattan R&D facility on Thursday, August 11 at 14:00 ET.
Please, join us for a drink, a bite, and a good laugh!
#HEMO is moving forward! 1361 Amsterdam Ave, Ste. 320 New York, NY 10027"
Digitt Vlad has been absolutely clear in his recent discussions with shareholders. There will be NO funding requirement for at least a year. With the progress of HEMO CAR-T and the partnership interest it’s likely to get it’s highly probable they will not need any further funding and even if there is late next year Vlad states it will be non dilutive. Hemogenyx have been very smart, they have allocated in excess of 5 million to achieve proof of concept with CAR-T whilst allowing Selexis to progress CDX with the Master Cell line and the unnamed partner to prove CBR works with a live virus, initially Covid, which will cover any variant. Only good news ahead. Tick tock.
Well thats the point Pumpkin it has to be significantly higher to make it worth while doing a raise and at that point none of us would mind because it would be significantly higher :-)
But its pointless worrying or thinking about it now, there is just zero point, the SP is too low simple as that and right now the company is fully funded until they start spending.... At which point they will be in clinical trials and the company should be worth multiples of today anyway so we wont care!
Amur, you should watch the recent presentation, there is a slide that shows the pipeline, on it Eli Lilly are right there working on 2 undisclosed items with Hemogenyx. Eli never went away, is it CDX? Lupus? CBR? Not a clue, but they are still involved.
This mCap is not sustainable with so many candidates potentially worth billions. A rerate will come sooner or later. Days like today are nice but its still chump change, needs to be significantly higher.
They can have mine @ 2. 8 pence this week
That will do me, they can have my shares at 20p
If Vlad can only issue 30% of shares:SP would need inho to be in excess if 20 pence to be worthwhile
Great to see all the old faces return, anticipation of news will do that. Digittt, whilst I understand your concern I dont share it, fundamentally because its just not practical. The numbers quoted for clinical trials of CDX or CBR are multiples of the companies mCap. You are of course correct that progress will require more spending but for a company with 1bn shares and authorisation to issue max 30% they could not even raise enough to pay for a phase 1 trial of CDX.
That is ofcourse whilst the SP is still down here in single figures. If the news delivers the SP we believe is justified then raising millions from a significantly higher mCap is absolutely on the cards and to be welcomed :-)
As we stand the company is funded into clinical trials for CAR-T, that is the main focus, IND for CDX will not come until after this company is clinical so until then there wont be a great need for additional cash above and beyond what has been allocated.
The burn rate is probably not as high as you expect, from Vlads presentation the lab costs are not that different to the previous lab and the building owner paid for the construction of the new custom lab. It would be naïve to believe that Vlad would definitely not take advantage of a significant spike to raise some additional working capital, but its just not realistic at this SP. IMO clinical trials will also unlock a significant number of non-dilutive funding options when we reach that stage from grants to interest free loans from charitable organisations.
As for things to get excited about... Well that is the exciting thing ;-) We have a pretty good idea timeline wise about CAR-T so yes Q4. But CDX and CBR both have HUGE potential in addition to CAR-T, guess alot of people just have not considered CBR or CDX and focused on CAR-T and assumed there would be time to buy back before IND. Perhaps, but from what
I can see the only real updates between now and CAR-T IND are likely to be positive value adding updates with the potential to really blow the lid off the SP if good enough.
But yes, the market as a whole are now accepting more risk, ALOT of shares are going up, MMs are walking prices back up on low volumes and with that Hemo is going with the crowd, its not a bad thing, its extremely positive, prices are going up for LTH'ers pre news. Just imagine what happens on a positive update....
SP needs to climb or we're all going to get done over on the equity raise when it happens (assuming non-dilutive funding is a pipe-dream...hope to be wrong). The run-rate costs for the business have increased (new lab etc), all for good reason, but it's because of that that I suspect a raise, maybe sooner than next year may be required. The more we try get excited about progress on all the product candidates, the faster they'd have to be spending to make that progress. My memory was not that much to get excited about until Q4 (insofar as potential chunky SP influences)...but I thought that before we dropped down to 1.2p, so a lot of what I think we're seeing now is simply the market starting to take on a little more risk. If only it could tell that to my dog of an O&G share though...
Master cell line update for CDX - Which could unlock further collaborative updates perhaps?
CBR - Its with a third party who are validating it against Covid-19 in vitro+ in vivo in a lvl 3 bio lab.
CAR-T - Incremental updates on production runs for IND submission
Potentially an update on additional non-dilutive funding as alluded to on last call.
There also remains possibilities of unforseen updates such as website release, official photographs/videos of full lab facilities, Updates on Lupus treatment with Eli Lilly, further patent applications etc....
Basically there is ALOT of potential news and we dont know what will land first, when it will land or what impact it will have on the share price.