The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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This was back in April:
"
Hu-PHEC Stem Cell Therapy
The Company reviewed and extended its licence agreement with Cornell University, the patent-holder of the Hu-PHEC technology posited and discovered by Hemogenyx’s Co-Founder and CEO Dr Vladislav Sandler while working at Cornell. The restated agreement confirms Hemogenyx’s exclusive, worldwide sub-licensable licence to the patent.
Hemogenyx-Cell SPRL (“Hemogenyx-Cell”) is the Company’s wholly owned subsidiary, established in Belgium in April 2019 to develop Hu-PHEC for the direct treatment of leukaemia and other blood diseases. Hemogenyx-Cell has been considering plans with a number of potential Belgian-based partners, including Orgenesis, Inc. – the provider of funding to Hemogenyx-Cell and also to Immugenyx in a separate agreement through convertible loans – regarding key building blocks for the path through development towards clinical trials of Hu-PHEC, including the establishment of a cell bank.
Discussions continue, both on the Hu-PHEC project and on other initiatives, with the potential partners, who are highly respected names in complementary fields.
"
This has also been VERY quiet, the RNS today/yesterday was out of the blue, an announcement on Hu-PHEC likewise could come out of the blue. These are very much like standalone entities, there are billion pound companies that might have one treatment or speciality such as this single project.
Today there are no treatments that we know of in clinical trials, the broker research note placed Hemogenyx as a 7 times discount to its peers in these fields based on the markets and knowing that Hemo is pre-clinical.
There is a potential that some of the work will fail, but when you look at the sheer scale of work done by Hemogenyx and the early validation and acceptance by some big names,not least Eli Lilly you must accept the risks are tiny compared to the upside.
After today I am more excited than every about the prospects here, good night everyone!
I thought Pingu is off playing with the chickens so was preparing a reply but I see he has replied anyway :P Anyway I strongly believe we will be north of £1 in a year. I am going to qualify that with some very basic numbers so you dont think I am full of sh..t..
£1 Per share at 434 Million shares gives Hemogenyx an MCap of ... well £434Mil currently sitting at an MCap of £39Mil
So to justify that £434 Mil we have to assess which if any of Hemogenyx products currently in development would warrant that.
1, CDX BiSpecific Antibodies targeting AML - This is believed to be about to go into Clinical Stage 1 trials with Eli Lilly assuming they take Hemo up on the Licencing agreement. It is hard to assess what exactly the up front payment will be but have a look at https://hemogenyx.com/broker-coverage/ and you will see the numbers, it could go from low 10's of millions up to 100's of mil. There would then be further milestone payments and royalties when it goes to market provided it passes all trials. Stand alone I dont believe CDX will be enough for £434M MCap within 1 year but a sizeable chunk of it.
2, Todays announcement, CAR-T Agreement with University of Pennsylvania targeting AML working with the June Laboratory... You can do some quick googling but the last product they brought to market helping ALL sufferers has been shown to be cost effective and yet still costs north of 400k per patient for one treatment! AML is somewhat similar with a massive potential market. And as of now its 100% Hemogenyx which to me justifys a valuation of £434m once its though atleast Phase II trials
3, Orgenesis - Lets not forget that they are working away using Hemogenxy mice, they have launched a BioDefense platform, who knows what it will generate in revenue but you are talking defence contracts and Hemo are in line for 12% revenue, guess 10's of Mil?
4, Covid 19 Prognostic test or antibodies.... There has been complete radio silence on this recently, we have seen what Covid developments have done to SP. There is no competition for the test under development and as for the Antibodies? the market is too big to fill, IF Hemo can produce they will sell. Have to wait and see for this one, potentially 100's of Mil, or nothing.
5, Take over - Forget £1, too many products in the pipeline, I realistically cannot see a take over as any less than $1bn so your talking more than $2 per share.
6, Super mice, Mils -> 10s of Mil -> 100s of mils depends on customer
7, Hu-PHEC... etc etc
Basically there are so many potential revenue streams, any one could potentially be a £1 share price earner, its all a question of timing. It has been years in the making but 2020 and 2021 are the culmination of that work, Expect CDX and HEMO-CAR-T in Stage 1 clinical trials within months, then the SP will truly rocket.
@Pingu, your remarks are appreciated, thanks.
In 12 months from now I’ll be frustrated if it’s the £1. I expect a takeover in 2021 by ELI.
An it it’s nearer a billion the we’re £2+
Also CAR T to human trials self-funded says kerching
Pingu, may I ask what's your guess for the sp in a year? Are you thinking say £1 and up?
The company is big time. Those who haven’t researched enough I feel sorry for you. I’m a bit obsessive about hemo, but it’s only because they re so big time. Please read up on what HEMO do and how it is novel and best in class. Invest, sit back and Collect in a year. So easy.
Anyone got any doubts about HEMOs astronomical rise to stardom?