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HFH ... Again a perfect description of last nights webinar. Always a risk in pharma but I know if I can hang on, my investment at this price is fairly secure. CART is happening and others progressing in the next 6 months are also a bonus. If i had 10k or 20k and could buy at this price, I would. Leave it for 3 or 6 months and hopefully once people realise the upside and money flows back into pharma, this could be double figures by end year. Of course I am being hopeful but us investors should be secure that this is a great investment and led by a great scientist. Yes the markets don't appreciate it yet and we have been burned for the last 2 years but this does look like the home stretch towards some real returns.
As my friend JHFH says, switch off and come back in a little while. This will make you very happy soon. Good luck to all
I would agree that Vlad was concise in all that he said and I took lots of positives from the session. Firstly it is clear that following the feedback from the FDA they are very confident that their primary product candidate HEMO CAR-T will enter clinical trials in 2023. Confident enough to have a new enlarged purpose built laboratory, confident enough to have built clean rooms to manufacture their own CAR, confident enough to have employed a couple of individuals with CAR manufacturing expertise to complement their existing team of excellent scientists and confident enough to work on getting this candidate into clinical trials largely at the exclusion of all other product candidates until proof of concept has been achieved, (Hu-PHEC, CDX, CBR and SAFE HEMO CAR-T) at least that was my take on what was said, not withstanding the fact that CBR or indeed CDX has the potential to be taken further forward by partners in parallel, but it’s clear to me that Hemogenyx have neither the funds nor the resources to progress them on their own. Another major positive to me was the soon to be announced appointment of Professor Koen Van Besien as Medical Director, who will join Hemogenyx in August. His appointment reinforces all the positives I’ve outlined above and is a real coup for Hemogenyx in my opinion, and a sure sign that Hemogenyx scientists have something really special to take forward to the clinic. Also nice to hear the website is finally being updated as we speak, that I know will please some people more than others. To be balanced I would have to say I was disappointed that there would be no PR activity until Hemogenyx had proven themselves in the clinic and especially disappointed at how long the process takes to get into human trials, although I fully understand the reasons why, with the complexities outlined in detail by Vlad. So in summary Hemogenyx is a long term hold from me, with the completion of the Master Cell line for CDX (expected in August) and any partnership announcement on CBR seen very much as a bonus. Still, it’s time to switch off and kick back I think, stick in the bottom draw and see where we are in late December, early January. All being well the war will be over along with the bear market too and as Del Boy would say ‘next year Rodney…’ Good luck to all that decide to hold.
TY but it’s not the right tweet.
It’s fine will try again tom on laptop.
Cheers
https://twitter.com/justamantrading/status/1544768577525497856?s=21&t=IUvT_sPP_VN2asduL0D44Q
Evening all
Unfortunately only made the end - anyone having probs opening the webinar on mobile
I caught the part where Vlad said “I’m not usually wrong” or something similar - thought it top
The entire presentation is available here:
https://twitter.com/HemogenyxPharma/status/1544770450357616644?s=20&t=MzkKGfDaEGOQgjnMSkJlyQ
I didnt catch all of it - was updating the website discussed?
anyone know how we can listen to the whole thing again?
thank you
Come on then people, own up. Who asked those weird miscellaneous questions? 7,8, and 9.
Very LOL.
I am a big supporter of Premium Bonds, there is a little excitement and they are government backed so yes as a method of short term easy access saving they are a good option. Perhaps in the current environment with Premium Bonds giving an equivalent rate of 1.40% vs an inflation of 7.9%/9% they are not as attractive, but still much better than leaving cash sitting in a bank account paying a fraction of a percent.
There are no savings accounts better;But Premium bonds might be better;I'm sure there are a lot better shares out there :but some of us cannot sell as seriously underwater
Happy with the webinair, I hope this was not a one off.
The level of details provided on CAR-T IND application was open, detailed and transparent and that gives me confidence.
Nobody can accuse vlad of pumping or ramping, what he gave was a clear concise outline of the company and progress with regards to CDX and CAR-T but he was unable to talk about CBR and he was clear that he could not discuss any talks going on with third parties. He was clear they have enough money and zero debt and have a plan laid out to go clinical.
So is there much downside at 13mil? IMO no, its already as low as its likely to go, there will be no dilution to lock this in. CAR-T probably IND not until December or January which we knew and was priced in.
Vlad said there will be transformational updates this year, he does not know if they will move the SP, none of us do. IMO this is a very safe share to hold and await the pleasant surprise of an update that actually triggers a re-rate (or the war ends or some other trigger). Vlad is not ramping or pumping, he does not need the SP to rise as he does not need to place, but anyone who watched should be in no doubt this is a hugely undervalued company with massive upside and if it takes a week, a month or 6 months so be it, please find me a savings account that gives a better return!
I would agree ... the facts are simple. We know CART will / could be a massive winner by January 2023. This could rerate this by 10 or 20 times from this price based on other valuations of other pharma. If you can buy more, this is a steal but definately a long term stock. I realise that now. The upside is the other announcements that could come over the next 6 months on CBR and CDX. I felt Vlad wanted to say things about this but couldn't since it wasnt official or didnt want the traders to take advantage like that last time.
For me this is a big hold and buy if i could. I cannot since i need to find some money soon but that is nothing to do with the company or its long term value ... thats personal. I just hope those people that sold realise that they are missing out on the gold by chasing rainbows elsewhere !!!
Next time we have to ask Vlad to dance around periodically bursting in songs for HT.
I think the presentation was excellent and to the point. There was not much science or scientific jargon. Vlad made an effort to keep it simple. I was also impressed by his answers to questions. It looks like he is an honest chap.
Well not seeing any excited posters on here after meeting...and a few people have clearly sold mid call !!
Highlight for me... when Charles Goodfellow nodded off and looked like he was about to fall off his chair lol
Let's just say a rerate is not going to happen very soon, and I won't be adding any soon...CBR presentation was poor.
It looked like Mr depressing was sitting in a Hindu temple !!
I had to bail after 20 mins as network connection was hit and miss. Hoping they will share the recording.
How'd the Q&A go? Did HT beg Vlad to unblock him?
I think ConsDoms & Bline have it about right. If you are patient and able to leave your money in, I think you/we are going to be okay. More reasons to add than sell in my view. GLA
I thought it was excellent.
He is not talking in his native tongue dont forget.
I know it has been said many times but patience is all that is required Im sure.
We either believe he has science sorted or we dont.
best
There were only about 41 people on call. Obviously they are making progress but Vlad not interested in PR at this stage it was clear..need to wait till we are clinical.
He may be a good scientist, but he has the charisma of a wet lettuce.
You're a cheerful souls aren't you?
Yes if you want to get to sleep ..god it's a hard listen..
They are recording the webinar, so hopefully it'll be on website later...
The irony lost on you HT with Vlads tweet?
The tweeter was attacking him. Attempting to sound clever. Ridiculing Vlad and his company.
But can’t even use the correct terminology in his jibe. Rather embarrassing himself.
Thank you