The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Oh eff off Guinness wit your deramping.
In truth I have no idea about the financial side - but if they have developed what I think they have then the financial side will take care of itself IMO. It is plausible that a deal could be done at any time but they will need to show efficacy before the big deals are struck - that is the gamble. A whiff of efficacy and this is worth many multiples of the current market cap whether that be 1 patient or 3 I dont know.
Oh eff Guinness wit your deramping.
Nice to read that the Chairman thinks all is ok"Remember his INFLECTION point of the company "that was I 2021!!! 😆
By being "enough", I mean enough to raise, not to go to Phase II!
What do you think the the cash position is Haywain? Maybe £3m?
Do you think 1 person goes to trial, and if the results are favourable from 1, they raise or do a JV from that? Would 1 be enough? Im thinking probably not but Im not an industry expert.
Sir Marc Feldmann "In summary, we should say that the considerable potential breadth and versatility of CBR has become increasingly evident over the past fifteen months, and evidence of its practical viability has been considerably established. It is not too much to say that CBR, which we always considered to have great potential, can now be seen as possibly revolutionary, now that its widespread probable applicability to difficult or presently untreatable conditions is being established in multiple preclinical studies" - I am here to see Hemo-CAR-T and CBR come to fruition, however long that takes.
HT - Because I follow the company and see how disppointing things are for the science, the research they team has done, and for what? To be under severe funding pressure. It is a shame, thats all HT. Nothing else.
Additionally, where is JHFH? He who said so many things about a clin trial company being no less than £100m CAP > I got slated for "deramping", but JFH has been ramping all along, even if unknowingly so! Where is HedgeBackwards?
They aint here are they! Theyve either lost lots, down lots, or made lots! You decide.
You are not a hemo investor Guinness...why are you here.
As an investor, where is the value now in HEMO, in terms of science versus funding? I am not in, and unlike previous times, I don't see what the short and medium term bring for HEMO. The company is marked down so much that raising again will be 1.5p or even 1.2p.
The BoD has allowed too many trading opportunities for a product that it potentially life saving. I go back to what I said previously, I think they're looking for an exit to go private.
Unless a JV with a global pharma is announced, Vlad seems to have played his deck on LSE.
Im sorry, but with vlads ego, nothing is too far fetched. If he can carry on his way, then he would do it i reckon. It will be on X first though.. in code
Mattpr .. I think that is too far fetched. This company will succeed but only because the science will make it succeed. The problem is that most investors will be gone by then and someone will pick up the science for a cheap amount when the company if managed well would have been worth £100m - £500m.
if only Vlad had stopped pumping with silly RNSs and actually delivered CART on time ... his only claim to fame is that he has done whatever he has done cheaply. Not great for the CEO of game changing cancer drugs
Yes there seems to be nothing on any trials taking place.
Once confirmation of trials has begun/completed then confidence will return back
Well they won't be joining Nasdaq a this made me laugh when I googled it
"the Nasdaq won't allow just any company to be traded on its exchange. Only companies with a solid history and top-notch management behind them are considered."
At least we can boast we invested in the only pharma company to bomb after going clinical i suppose 😀
And no update on trials ... shows how much this company has been pumped up. No wonder no one wanted to do any deals with vlad as there was no deal to be done. What a sham ...
So basically, from the 2 articles, no uk funding interest and eyeing up america. Marvellous.
That's company only , consolidated figures show £1.247m cash at yr end
FFS even proactive are calling us an AIM company...
Crikey they only had 213k end of year 2023 !!
BIGBONE"All the best for the future "
Surely dual indices is better than one . Tighter regulations U.S.A so initial cost but would that not help .
I've invested here as Cancer has not been kind to my family my 8yr old son been diagnosed with a very rare type of tumour PET scan next then hope successful removal . All the best all invested.
Main market not AIM. But valid concerns regarding LSE Market in its current state
The most worrying aspect of the Chairman's statement for me was the following para which has heightened my recent concerns. I have been very conscious of what has taken place at Redx and others - delisting from AIM and, more specifically, doing so off the back of the market failing to recognise their very strong positions (including having done some very big deals and with much cash in the bank); If more advanced companies such as those do not see the point of being on AIM then where does that leave Hemo on the future fund-raising front? Contrary and sensible arguments only by way of replies, please:
"While we accept that recent market conditions have been very difficult, we have been disappointed by the successively lower price at which we have had to carry out our fundraisings in the UK market, in the light of the progress we have made and the view taken by Prevail Partners concerning our status. The capital recently raised will undoubtedly take us materially further forward and we are now looking at a number of strategies for the future development of all three of our current product candidates."
Prof Sir Marc Feldmann AC, FRS
MB BS, PhD, FRCP, FRCPath, FAA, F Med Sci
Chairman