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A successful product on the shelf will mean a mcap of a billion plus. Even if mint dilute the crap out of it to a billion shares that's still a £1+ plus share price minimum imo. I think Vlad thinks the same, get the product through trials and the SP will take care of its self . Product has to be the focus now business can come later. That's why I bought and I am prepared to wait years for that with a top slice along the way. Would be nice to get a top slice this year... who knows. Only thing that's changed is the share price.
Sounds fair enough if you're happy to wait 10 to 15 years top-hat.
Will likely take that long to get to end of stage 3 trials.
Still lot of LTH around so seems like they are going to be happy with those timescales.
The-Hat, you are assuming a steady flow of good news to sustain the SP in the face of conversions and dilution, before the clinical trials can reasonably support that CDX works. I'm not saying it is impossible to pull off. I'm just saying it's very difficult and possibly unlikely.
Unless of course, there is a major positive development in the next few months...wait and see I guess.
Do you have a feel what is realistically could be a realistic price in say 3 or 6 months with these dilutions and with some news?
My average is around 7 but am scared to invest more
No idea. That's why I haven't averaged down yet. Many others have though.
I think there will be quite a few of us trying to make that decision. You are not alone MrIndia!
Vlad is actively looking for alternatives to the CLNs, the intention is that the CLNs are gone and gone soon, this is something he said in the interview. Its like everyone said GlobalCo had walked away after the last RNS despite the fact it was clear from the RNS. It should be clear from listening to Vlads words, he is looking at alternatives. I doubt he will move until he knows how much he needs for CDX and that agreement is secure, so I expect CLNs to remain until that deal is announced, but after that? .....
With the final results coming out soon;imho I would wait the market will love the results
Don't think anyone can really answer that MrIndia.
Personally I'm holding on to cash for time being and will look to buy more if it drifts lower or holds at current levels for a while.
If it does spike up, will look to invest cash elsewhere.
The trick in here is when likely news land or count how much left Mint will convert . The stream of new shares will bring it down and the drug have just moved close to trial. Nothung can say sure outcome yes but hopefully it will work
Smoke and mirrors. Not sure you can take Vlads words, promises, suggestions, deadlines as gospel.
As co founder and CEO of Hemogenyx he knew exactly what he was doing with Mint. Don’t be fooled.
Also there is no better man than him to be CEO..wonder why, it’s certainly not business sense. Maybe he views himself as a master poker player.
Hi C.J, how's the lawsuit going?.
Just listened to the interview and very revealing. As i said over a year ago, that there was definitely more than 2 x GlobalCo’s, we already know Eli Lilly is one. So a lot of things in the pipeline in the next few weeks or months. Happy times just around he corner
Same here Shaggy.
Global co. = generic term for anonymous Global Pharma
Pumpky what final results you expecting and when?
C.J, give us a clue about your lawsuit buddy......you're not involved with the supermarket caterpillar argument are you?
@Bo...10 to 15 is a stretch. If we're in clinical stage in 12 months success could be 5-6 years. If the boxes are ticked successfully along the way the majority of the value will be raised long before then. I don't intend to hold 100% of my holding until something is on the shelf I will skim as we go. I am well aware of the risks and the possibility of complete failure and I will reassess as I go. I see no less risk than when I invested a year ago. Everything still on track in my opinion. It will hurt but I can afford to lose it and if you hold your nerve and have patients that's how you get the big pay day as long as you backed the right horse. Only time will tell.
Bill message me on Twitter.
Amur, do you mean CDX or the CBR platform regarding covid?
The interview was a blinder.
He didn't dodge any questions
Many a C.E.O would have failed to acknowledge the current or future potential issue with Mint, but he didn't.
Regarding the CDX......we all had high hopes for a cash injection and future incremental payouts, but Vlad has been straight and stated we would have got peanuts.
It actually sounded to me as though a terrible offer had been made to Hemo for CDX and he's fired them off - the guy has got loose lips on Twitter. Yeah, it's his personal account, but we all know he can't help himself . It would explain a lot of his cryptic tweets about fair value and not giving anything away. It would also tie in with a theory that an 'unsolicited offer' had been made.
As Amur said a few weeks ago..........."disregarding cdx and lilly for a minute, the other programmes are in a lovely position so the business has a really solid look about it just now with access to massive finance when needed...nicely positioned."
Come on Hemo!
People are allowed to change their perspectives based upon new information...it's called learning.
George, I preferred you as Suzi/Badger
I have to agree, he didn't reassure me at all regarding the CLN. Didn't sound like he had any idea how it is going to play out and he's looking to get out of it now that the relationship with Mint has broken down. Surely, Hemo must have know this could happen. Maybe they did it as a bluff thinking Global co would take the option. However, global co not taking the option has triggered a negative cycle otherwise known as death spiral finance. Hemo must have been desperate to take the CLN. Only substantial news will save things now.