Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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Share price is important when funding is required, for a long time Dr Sandler expressed a certain apathy and arrogance regarding the SP. Lately I believe he has become more aware that he has a duty to his shareholders to communicate and support the SP. Lets give the company time and space now to deliver, I am confident the SP will recover.
JHFH I understand your point. I like any other have my price that I wish to remove my initial imvestment and then have a free ride and it's not far from where we are atm. My point is to just knock on the head the needless talk that is trying to make a fuss over things that won't really give anything proactive to the conversation is all. It's been laborious getting here and not much has changed regarding share price at all in the last 6 months but I hope that with the developments of the multiple products in the pipeline we begin to attract attention from people with real money to invest and fund and to help elevate us once more to a price the reflects the true value of the company. I feel Vlad is obviously tired of having to speak of the share price alot as he seems very science orientated rather than business but I imagine with the new team embers on route and also those who have joined that we should start to receive more positive news via RNS that helps the share price and the new team members can take over the business related stuff and leave Vlad to what he is most passionate about and invested in.
Evening all, dingo I partially agree however many have had that attitude in the past, in particular before the clns were drawn down and when we were waiting for them to be cancelled. We know how that turned out, double the shares and less than half of the mCap. Share price matters. The only saving grace is the guarantee from vlad about no placing so sp does not really matter for the next 6 months or so.
It seems silly to be trying to 'um' and 'ah' and make a deal out of the share price statement. If the company succeeds in the endeavours and creates a successful clinically applicable theraphy/product then it will without a doubt send the share price flying. For short term people and those of who are underwater and want out without a loss that is just something to face is it's going to take time. Who cares if the share price isn't flying if your LTH-ing. If it all comes together and he's concentrating on the science and its success the obviously the company will fly financially and become successful so I agree who cares about the share price at the moment because there is much more going on the daily swings. When the products proceed and develop it will be reflected because real financial interest will be taken. It won't happen if the products not there so no point trying to make a deal of a very straight forward statement.
He’s not interested in the share price …
He has a lot of faith in what he/ Hemo are doing and in Succeeding……mmmmmmm
Thank you, I agree the company is undervalued, I do believe however it will start to recover in a more sustainable way as we go forward. I would hope now that "Global Co" and all the hype that surrounded it is out of the way we dont get the same pump and dump efforts focusing on a single key inflection point. Provided we get investors with an open mind willing to hold more than a few days for the big score we should quickly start to re-value. I for one am most relieved the CDX licencing deal is behind us irrespective of the SP as I was sick of the speculation.
Some excellent observation and commentary Brewsky.
Were still heavily undervalued. Hopefully the market wakes up to it sooner rather than later.
I thought the podcast was open, honest and useful, if I am being truly honest I am somewhat disappointing by the timeline for CAR-T which I felt was closer to IND application. However the transparency shown by Dr Sandler in the interview about contact with the FDA and lining up the meetings for the new year is a very refreshing change from the secrecy we have been used too.
Hemogenyx have 2 major products in the IND enabling stage having passed the discovery and pre-clincal proof of concept stages. Risk of failure at this point is small as much of the work now is manufacturability, finding doctors to allocate patents , treatment plans and protocols etc. Thus we are hovering with 2 products at Pre-Phase 1 in terms of valuation. It is a black art however various sites will give you somewhat average valuations for new drugs somewhere in the ballpark of $75m, worth noting that MOST new drugs do not make it this far and are abandoned before getting to the pre-IND stage. With just CDX and CAR-T that gives Hemogenyx assets that are worth significantly more than the £20m mCap
Dr Sandler has addressed the placing issue directly however feel its rather a mute point. At an mCap of £20m and authorisation for 30% share issue they could raise £6m at this point, Phase 2 and 3 will require 100's of millions to fund, unless the company is worth 100's of millions they will not be in a position to ever fund trials via placings.
Value of these drugs once proven will be billions but it wont move in a straight line, it will be exponential, we can all see where this is going and its a long road however the value should build as we approach. The long term holders, IF they can hold on will be richly rewarded as the potential growth here is staggering. Traders will be pleased as they can trade this for the next few months as it climbs.
Nobody should be in any doubt however the risk is HIGH, even at this stage MOST drugs never get FDA approval, so please never put all your eggs in one basket especially with pharma, de-risk along the way. Just going by the law of averages neither CDX and CAR-T will ever reach the market.
That said both candidates SHOULD reach Phase 1 having reached this far, without the risk of dilution the share price will re-rate significantly to reflect the NPV based on just CDX and CAR-T. Similar to the situation with ARB initially priced below market value of the BTC held on account, CDX and CAR-T have a monetary value.
A surprise update on CBR with regards to Covid-19 could blow all estimates out of the water as a purely sentiment play with possibility of stupid level grants and funding.