The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Wondering why you've decided to post this now?
When its time to get out, its time to get out !!
No news, loose cannon (company wise) at the helm, low funds, many competitors for funding and a share that is well on the shorters radar, as we have seen an easy target.. take your pick.
At this point, no use in worrying MrI.. purely resting on a successful trial to have any hope
Haywain,
Thank you for the response.
It appears fair and unbiased , although with a positive slant as you openly admit.
More of the same might benefit this board.
AIMO
DYOR
I'm not going to live long enough for this bird to fly
Hello All
This stock on Ind approval was 7p. It was hovering around 4p prior to IND approval. We didnt have funding for trials and news on CBR. This stock is now 1.6p and no interest.
Is it people waiting for trials to start to invest?
is it people find hemo too risky to invest?
Are people so risk adverse that they see better investments out there?
Do people believe that this CART is inferior to other CART drugs out there?
I am confused at the UK stock market and how a pre-clinical CART company is around £20m MCAP and it is struggling to get momentum. Is it being suppressed or is there generally no interest in investing in junior pharma.
I am confused by the lack of interest in hemo even after multiple proactive investor updates. Opinions?
@Cyrox
I agree in your assessment.
And that is also why I consider investing in a pure research company high risk.
There is always the risk of failure.
And if there is no income then it often means that the company will have to go back to the market and ask for more funds.
And often at a lower share price, because usually, negative news will have that effect on the share price.
But I think we're lucky with what we got.
Product line wise
Scientist wise
BOD wise
Investor wise (particularly shout-out to Prevail)
Humanized mice wise.
All of these things makes me confident in my investment.
I think the risk of Patient 1, ballooning up like an elephant is small.
We have been told that as a clinical company there are funding available to us that were not there before and that the BOD is looking into various avenues to ensure we won't have to raise at this level again.
So if we are lucky, we'll get some non dilutive money from somewhere and it will have a positive boost to the share price. (But I'm not holding my breath on that one)
If we are even luckier, then Patient 1, will be jumping out of bed 3 days later, participate in the first upcoming marathon and win in record time, despite having been bed bound for the previous 6 month and incured significant muscle loss as a consequence.
Then, and only then do I dare to believe that there will be a run on shares in Hemogenyx.
Because let's face it, there should already be a run on the company's shares with everything that has happened in the last couple of years.
So you're right, a lot depends on the outcome of Patient 1.
But that is always the case.
Poolbeg Pharma are working on drug to reduce CRS.
Thanks HK very helpful report !
Morning all invested
Cogs will be turning
Prevail ain’t no naive muppets , they are a professional organisation who backed Hemos science & tossed a wedge in a lot higher than current stock price ,
I’m sure Vlad & Prevail are investigating all potential avenues for the benefit of Hemo & stockholders including Prevail .
Noted by Prevail in Sept RNS 👍
Mary Schaheen, President of Prevail Partners, stated: "Everyone at our fund is confident in the growth and success of Hemogenyx Pharmaceuticals as they develop CAR-T cells to target acute myeloid leukemia. Furthermore, Hemogenyx Pharmaceuticals has a seasoned management team with the expertise to accelerate the company to a significant value inflection point through the completion of its planned clinical trial."
Stock needs volume & positive news will bring volume & stock re rate imo .
To note -
Stock on loan / shorts
Current 4.3 million
a 200 k short was opened last week , I would guess a chancer hoping for bad news within the results - didn’t happen
& a 4.2 million short was opened 2 days after placement news @1.62
Currently underwater - unlucky 👎
So i am sceptical on any stock & any forums with negativity been posted with recent shorts opened , very risky in Hemo’s current position imo
Hemo are clinical & working with Prevail on CAR T 👍
With CBR & CDX cooking 👍
Good products will attract financial pharmas once news is confirmed. Imo 👍👍
Let’s see what next few months bring
Thanks for your assessment of my assessment hemo. So you think if this first person trial fails we will be able to get the further funding we need? I realise I am being simplistic and I realise there are other products in line but they all need cash. In my eyes that's why the trial is so very decisive in hemo future.
This paper is better as it is about CAR T-cell phase 1 trials.
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC9400039/
Here's some basic information about clinical trials for anyone who is interested. There are many research papers available on Google scholar about dose escalation studies too.
https://www.cancerresearchuk.org/about-cancer/find-a-clinical-trial/what-clinical-trials-are/phases-of-clinical-trials
@hemoknowledge
When/how is it decided to escalate the dose?
@stu
Almost all CAR T-cell treatments cause Cytokine Release Syndrome (CRS), perhaps all. Naturally, the grade of CRS is important (1-4). Five to eight years ago, grade 3-4 were unacceptable. Nowadays, grade 3 is tolerable and sometimes even grade 4 can be managed, though it is considered to be life-threatening.
My understanding is that phase 1 is a dose escalation clinical study with safety as primary readout. This means that the researchers will start with the lowest dose of cells. This will allow them to avoid life-threatening situations. This also means that it is highly unlikely that the first patient will cause the termination of the study.
Stewy darling, just a thought, what do you think the chances are of a small meteorite entering your rear end and exiting through your gob, thus rendering you a sad lifeless vegetable ? Nice if it happened.
... an AML diagnosis was a 1 -2 year lifted sentence.
...but here we are now, HEMO-CAR-T is about to commence clinical trials, and there is hope for others (this is no time for further delays).
Cyrox have you forgotten about all the years of research and development which will put odds in favour of CT success. Its not as binary as you suggest. You have more reason to be confident than not.
Cyrox.. what a stupid assessment!
There were a range of excellent products being worked on. Good progress with any and I was looking at profit. Now it seems to be based to an extent on the outcome of a trial on one person. If it works or at least is safe we get to see what happens. If this fails the need to raise at a discount will trash this company for years.
Can't quite believe that my investment is now a bet on a single outcome.
STU485...just wtf is wrong with you???
You are correct in noting that Phase 1 trials are primarily designed to evaluate safety and tolerability, rather than efficacy. The emphasis on efficacy in my posts was driven by a common interest in the potential treatment outcomes, but this certainly should not overshadow the importance of safety data.
Regarding the typical CRS incident rate in CAR-T treatments it varies widely depending on the specific CAR-T construct and the patient population. Generally CRS occurs in approximately 50% to 90% of patients treated with some of the more common CAR-T therapies like those targeting CD19 in B-cell malignancies. Most cases are mild to moderate and manageable with standard treatment protocols including the administration of tocilizumab an IL-6 receptor antagonist approved specifically for severe CRS.
With regard to whether or not the trial would be stopped if the first patient where to react with severe CRS? I think it would depend. It is of course a possibility, however If the CRS was severe but could be managed effectively with standard protocols (as has been the case for some other approved CAR-T therapies) and measures could be taken to mitigate future risk the trial could continue with adjustments and would need to be discussed with FDA/ethics committee. I do have a tendency to focus on the positive because I am positive about Hemo's product candidates but in the interests of balance there a risk that the trial could fail because of safety reasons.
😂🤣 thank you Digittt that cheered up my day 🤣
I wasn't aware you had to be diagnosed as being elderly
Haywain, your recent posts regarding Ph1- first patient are all efficacy related.
We all know Ph1 is predominantly a safety study, so why no mention of safety stats?
In your defence and on a very quick look, I can’t see any asking for your scientific and unbiased opinion on safety, so let me please.
Could you please advise the typical CRS incident rate with Car T treatments ?
Also, in the unfortunate event of a severe CRS incident in Patient 1, do you believe the trial would continue?
Thanks in advance.
AIMO
DYOR