The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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£1 is my minimum exit. Psychologically it seems so far away but what do you see happening when CDX is proven to work safely on humans and saves lives? The press will go wild. Will it rise by 2p? Or blast the market cap into a new stratosphere?
How do you think Amazon investors felt at the start when nothing was happening?
You have to be confident that you are ahead of the curve. Understand the fundamentals and the USP. People will want this. And the interested people have deep pockets.
I have asked this question for the Q&A. Have we done an impact study on the mice and how they will effect the drug development process from start to finish? I know that using our mice pre-clinical will reduce phases 1 and 2 of human testing and the IND enabling period. It also reduces the pre-clinical process itself. The average drug to market period for Eli is 10 years and at a cost of $1b. What if we can reduce this by 30%, 40%, 50%??? We can save the big boys hundreds of million a pop. Tens of billions overall??? Tell me this isn’t worth investment from Eli? They are already all over us. It is inevitable imo.
MikeNt
Watch the live Webinar on Monday........You will get a comprehensive
overview of what is in the pipeline here....
Apologies for the typos..
Pingu,
What a great article thanks for sharing. Hopefully that convinces everyone to hold and not trade this share. after readign the article I looked up the share price history to see what the effect was.....Take a look at the link below and extend the share chart to 6month or 1year.....://uk.finance.yahoo.com/quote/FTSV/
GLA
Do you really think £1 is possible? Seems so far away when I'm looking at my solid red portfolio this morning. Only thing up is RR.!
CDX was initially developed as a conditioning agent to replace chemo in preparation for transplants to clean the blood/bone marrow. CDX was found to be that good that it cleaned up so well it literally got rid of the Leukemia itself negating the need for not only using chemotherapy but removing the need to do the transplant they were planning on doing. Which is the final roll of the dice once chemo has ravaged your body and yet the Leukemia cells still remain.
HEMOs drugs are in the Oxford dictionary under the word ‘novel’ as an example. “Novel, as in the blood malignancy treatments developed by Hemogenyx”.
Joking aside try and find treatments that work on AML without chemo. There aren’t any. This what we’re talking about.
And as my personal preference dictates even though these drugs are worth billions... the mice as a drug development platform will change the industry this decade. I speculated that GlobalCo must be Eli who have our mice the other week to get their COVID antibody play to human trials so quickly. They joined the party late and passed all competitors to the first milestone. Impossible to get through pre-clinicals so fast otherwise. And low and behold look who GlobalCo is...
So can someone confirm those huge buys were buys yesterday?
Thankfully...even..
Pingu
I think you are one of the few who post here that really see the potential
value of HEMO....Thankkfully I think Vlad and the HEMO board know it too.
This will be a life saving company...it will also be life changing for investors
who have the patience to see the real value emerge as we start to
release updates and further deals .....The £1 Party that many post about
will just be the start......IMHO!!!
Interesting...."The investigational therapy targets CD47, a “do not eat me” signal that allows cancer cells to avoid destruction thereby permitting the patient’s own innate immune system to engulf and eradicate those cancer cells."
A "do not eat me" signal...if they could just put that signal into mars bars...
In more seriousness, thanks Pingu...interesting comparison.
Oh and the lupus model that we share with J&J bit was wholly owned by HEMO. And now Eli have adopted it for testing etc. It’s obviously good.
The allowing of the name drop is a complete validation of our tech.
We prove CDX works on humans and boom. Not long now and Eli will be scrambling to offer us us more and more cash for our tech.
https://ir.fortyseveninc.com/news-releases/news-release-details/gilead-acquire-forty-seven-49-billion
Here’s what a take over looks like when you’ve a strong lead candidate. Very similar profile to CDX (but not the same). Then we’ve got HEMO CAR T, HuPech, the COVID play, And the amazing mice which form a discovery platform and a biodefense platform. Did this lot have this discovery platform that can reduce the drug development process overall and save millions and millions?
I think you can decouple the shares. Eli Lilly have an Mcap of 155bn. USD. Our partnership with them will affect our share price much much more than their share price. If you are looking to multi-bag then it will be with HEMO shares. Here’s to good luck.
We don’t have a formal partner for HEMO Car T Officially yet. Eli fav to take it forward once ready for FDA approval for human trial. Next month or 2
https://www.lilly.com/partners/scientific-partnering-areas-of-interest
Have a look what Eli are openly seeking for partnerships. Numerous boxes we tick on there relating to
-immunotherapy
-oncology
-platform discovery
Read the points under these headings. They’ll be falling over themselves.
Hey The-Hat
Many thanks for your advice which makes sense. I had already sold lillys shares just now as i saw them going negative so made a small profit on them - fees but got all my money back. cheers M8
SK Lilly's shares won't bag on that news. Lilly is in all time high territory,
On the back of the RNS announcing Global Co as Lilly has anyone dippped in a punt on shares in Lilly ? I put £4K on them thinking that when our products go to market then not only Hemo SP would rise but also Lillys . I'm juist wondering whether it would be better to stick that £4K back in hemo ? JHFH / ontarget any advice would be much appreciated buty won,t hold you responsible if it fails LOL
Hey JHFH
Yes I think you could be right it would make sense to keep the deal as quiet as possible to protect thier IP from company espionage
Ontarget if you ask, i think its Pingu on here, he has been digging through the Eli site and looking at their r & D pages etc. When you realise its Eli and Hemogenyx and you start going over old RNS and know what Hemo is offering it is staring you in the face.
He has some screen shots of key bits of info, bottom line it looks like Hemo and Eli are much much closer and integrated than we thought, I cannot see how Eli would react if another Global Pharma moved to buy out Hemo, it would be a disaster for them.
I reckon they'll be updating their 'R & D pipeline' pages and announcing in the near future. Not for the collaboration described yesterday, but for the one that's about to finish pre-clinical studies..
Dropping down again now may grab more on this dip
StarKnight, expect Eli Lilly to keep Hemogenyx as quiet as possible for as long as possible.
If they are eyeing up a take over in the next few months or year why would they give US free advertising? It only makes the take over more expensive. Consider Hemo to be their secret weapon, why reveal us unless they REALLY have too....
Hi all
Has anyone seen any news from Lilly on the collaboration with Hemo ? I have looked at Lillys news feed on trheir website and their pipelines but I cannot see it mentioned anywhere ! you would think that now it has been announced by Hemo RNS then Lilly would do the same ? Any thoughts ?