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Jokes on you @ chopper..think he meant to say "All we NEED now.."....never take anyone's opinion that can't fill in the missing blanks eh. lol
Never take anyone's opinion if they can't spell know lol
Sorry if you had your lounge in your cheek traveller....
What ramping? I've just said I wouldn't consider a top up until finances are clearer - how the hell is that ramping?
I've never been out.
Here comes the subtle ramping. Barbershop and SSccss must be back in.
All we now is for Mr Im So Depressed India to become upbeat, Stu485, tweetstreet and russell70 to start posting positively, and we will have a full suite of reversals!!
Brewsky agree with all
I just typed a deeper response but lost it! Basically the 250k is nothing. Eli have handed it over to Vlad to privet up at proof of concept. Then he will take it back to them and that is the big money chat. It could be earlier if Eli are keeping tabs on the trial progress.
Brewsky…final paragraph…spot on.
Both companies have developed essential IP …Hemogenyx need the rights to these to access exploitation opportunities (which have almost certainly already been identified)
Brewsky ... Thats a very measured evaluation on the situation. I think many of us are now long term holders and will be for some time since this is definately not going to explode overnight. Nevertheless I agree that Vlad made the right decision for going it alone and having control of the destiny of CDX. The sub licencing opportunity should be worth so much more than the current price
Do you have a feel of when clinical trials will be published?
Well said Brewsky.
I hold a position here but its a long term position as I believe true value will be achieved once clinical trial results are published. I have to say yesterday for me was quite a shock. I am fully aware of todays tendency to buy the rumour and sell on news however the rumour phase was extremely short and limited in scope, the sell off was out of proportion. Its likely there was some selling from people who were holding for protracted periods just to sell on CDX licencing deal irrespective of the details but still....
Is it a case of market manipulation? Perhaps
Misunderstanding? There is clearly alot of that going on, I see alot of comments like Eli didnt even want it and Hemo had to pay? Do people understand that the 250k is irrelevant, its a fraction of what Eli have spent on CDX, the lawyers who drew up the licencing agreement probably got paid more than 250k for writing it. They sold their IP for significant sums of money that they will realise down the line when Hemo sub-licence CDX, IE sell. I am certain there will be a clause that allows Eli to also sub-licence CDX at a substantial discount if they should so choose.
I would encourage you all to read again the agreement, its not long, people on here have said it was Vlads preferred option as it allows him to progress at pace. I agree, Eli Lilly have alot of projects ongoing and CDX would go to the bottom of the pile, Vlad can move faster and cheaper. In parallel the section about "sub-licencing" should be getting people excited.
Ive been told one of Mr Walt's areas of expertise is securing non-dilutive funding ie grants, sponsorship etc. This is an avenue we have been unable to pursue previously. Submitting an IND app will open such doors.
Im pretty confident Eli Lilly will get their wallets out with some supportive funding when the time is right. Not required just yet mind.
None of that prevents the SP getting diluted to hell Pingu.
Chinks of flaws?
The lack of phase 2 results spring to mind...can't imagine much of a commercial side without positive trial results...
Remember the commercial and venture team has been strengthened considerably.
https://www.adventls.com/team/315-walts-alan
This is the first deal since the appointment of Alan Walt. I would expect this would have been run through him for advice.
Don’t feed them mate!
The SP is currently ridiculous and EXTREMELY frustrating but the companies progress is excellent.
Someone come on here and tell me what HEMO haven’t done well with the science and the link with Eli Lilly on multiple fronts and I’ll happily debate it. Any chinks or flaws with the commercial prospects? Fire away.
keep going barbershop.......................
Thanks traveller, just confirmed what I was saying earlier about anyone not joining in with the happy clappy brigade getting stomped on.
Echo chamber for Muppets...
what a joker you and the other liars are .... you probably have no investment yourselves but happy to deflect
Get a life you saddo
Starring:
Mr India
SSccss
Stu485
tweetstreet
Barbershop
russell70