Member Info for Aldebaran

JHFH how much is Vlad looking to raise?

Surely more than a couple of months runway

Looks like it to me

Lostapound my average in avacta is 50p. Im in profit now. Got my initial entry wrong but averaged down at pretty much the best possible point I.e. when huge volume came in at 27.5p. I now have an average there better than almost all long term holders so I'm sitting pretty now as price primed and ready for a huge move. Just watch and see.

Hopefully same thing will happen here, what's your average mate? Im guessing I'll have a much better one than you if and when I buy in. From where I'm sitting in my mum's basement life is good. Investing is easy. Listen to others dont go blocking people cos you dont like what you read. Study other companies and learn how to read charts.

Do yourself a huge favour and checkout avactas R&D spotlight series. Its right their on their homepage.

Tell me why Vlad couldn't do something like that here???

As I said price likely to rise this week. Nice close above 50dma today but struggling for volume, needs more ooompf to stop it falling back and closing that gap at 140p...

Maybe now the 48hr mark has passed people will start buying in, in the hope of a deal and we see increased volume in the days and weeks ahead.

There is a much bigger gap to close at 310p. If this actually got a move on I think it could close thay pretty quickly.

The problem with relying on ad revenue is the revenue is highly volatile just look what happened to MIRI and BIDS for how it can all go wrong.

Ads just annoy everyone I dont get the obsession here I really don't wayyyy overvalued this one. Im thinking it should be worth around 20m max.

Last webinar, 44mins long and not one single time did the words net profit come up. Its a dangerous game like I say look at BIDS and MIRI.

I remember when Justin waite was ramping this near £1 a share. Wtf happened? I haven't looked in for aaaages and surprised to see it here.

Avacta is a great bet for anyone looking to recover from what appears to be devestating losses here. SMH

Communications for a start.

Avacta issue quarterly reports, release a monthly R&D spotlight series where they explain all aspects of the science & host science days. What does HEMO do? The interviews on YT are pretty short and old.

Website, check out avacta website and hemo website. Soon as you launch avactas its really clear they're looking to commercialise the tech and the investor resources section smacks you in the face.

Board evolution, Avacta's Board now comprises financial and commercial heavy weights as well as top scientists such as world renowned Dr William Tap

Avacta have established a Scientific Advisory Board specifically to advise them on trial protocols and on regulatory navigation this makes trials designed to be registrational/pivotal and Leeds to faster approvals.

Commercial opportunity, its been spelled out at last webinar. 90% of solid tumours or over 1m patients per annum just from the 1st 2 drugs.

Avacta shout about their advantages of there technology

Cheaper

Simpler

More targeted

More stable

Less side effects

Better efficacy

Funding, they address it head on and have made it clear the plan to investors for short medium and long term including plans to list on the NAADAQ

Where is HEMO's ambition and road map? I just dont see it. I could go on and on and on.

I guess the bottom line is your CEO seems like a science guy and if you are really close to a deal like you think then you need to evolve the board accordingly and potentially let Vlad step into CSO or CMO role and appoint a business savvy CEO who understands how the city works etc..

That's my 2 pence worth anyway. Again, look at other companies see what their doing what's better what's worse and compare. Instead of just writing go hemo go all the time.

What I will say and have repeatedly said is the science results here do seem really promising. But you need to maximise value. No way your share price should be down here and issuing warrants like confetti when your supposedly this close to a deal. A more business minded CEO wouldn't have allowed it to get to this position.

Chris, go to the avacta board i really couldn't care less and yes my recent posts have been reasonable and yet still the abuse comes. If you actually look back you will see largely I'm winding people up as I'm defending myself just like my previous post 🤷‍♂️

Also I did a load of research thanks. A while back but also recently I watched about 4 of the latest videos on YouTube and have been through the HEMO website. Honest opinion, science seems great but everything else needs just so much work.

Luckily enough for you guys the science will prob shine through and bail a lot of you out but it could and should have been a whole lot better and easier if the company did x y and z but you dont want to know about it because nobody wants a comparison or to hear anything negative all you want is to hear go hemo go.

Its actually quite weird. Anyway good luck to you. If people are civil to me I will be civil back. Pretty simple really

Well that's ironic because I'm looking at the share price and laughing at all of you. Just how could you get this so wrong?! 😂

Anyway I'm not here to make friends I'm here to make money so couldn't give a toss about you mate lol

Only decent poster here is Haywain and occasionally JHFH, none of the rest of you jokers add any value you're either having a go at me or your singing go hemo go to each other lmao.

Anyway, still no sign of life in this, glad I have money in other shares which are having another blast today cough cough avacta!

So you have to buy a share before you post here do you? When did that become a rule? You sound upset, maybe take a few days off the bulletin board and reconnect with your friends and family or take a walk or go gym etc..

Jog on hemo truth ill post what I want when I want. I dont need to be liked or validated by you or anyone for the matter. Especially on an anonymous bulletin board lol

For those talking about timing it is important as you can have your capitol tied up years doing nothing which is huge opportunity cost. Or you can get entry all wrong and realise if you brought closer to the bottom you'd have tons more shares.

I do not try buy the bottom as that is a fools game but I do like to get timing APPROXIMATELY right and using technicals helps to do that.

Right now as I see it hemo have some extraordinary promising science

Theyre skint tho and limping on. If it wasn't for the promise of premium placing id not even consider it however that is nice to hear if its true

Also, pharma won't move as quick as you all think. Perhaps quicker than I think yes but they're not gonna all be sat waiting to sign on the dotted line on day 28.

And finally technically hemo still looks weak. There's a gap to fill on the chart around 140p. Will.it won't it fill in dont know so ill wait and observe then position accordingly.

Contrary to popular belief I'm not trying to talk this down with a view to buying cheaper. I would happily pay a LOT more for the shares once there is a reasonable chance the bottom is in. You can see that in avacta now. Bottom in and confidence rising. Volume coming back and back and back. Buying leads to buying and gathers momentum. That's missing here but we could be on the verge.

Let's see.

Good look all and here's a non sarcastic "go hemo go" lol

Ok, I'm tending to agree. I think more likely a deal towards ASH around December as these events are known for it and by then of course the data will be so much more rich.

If a deal is inbound and the market believes it then we should start to see volume coming in and the price rise. If that happens, ill buy in anticipation knowing their is some protection from a cliff edge fall.

Soon we will also find out if these 180p premium placing comments are true which would add further validation. For the life of me though I dont understand why these people supposed HEMO ultras and mega researched are wanting warrants also. If Vlad had anything about him he'd say our data is exceptional and high likelihood of a deal soon, either buy without warrants or good luck getting that much money in without spiking the price and paying way more than 180p.

Its time HEMO evolved anyway thanks Haywain. Its nice to talk in here without someone just attacking me

Haywain regarding your 9:43 post

"If P1 and P2 are MRD-negative and P3 shows durable remission, that’s not a dataset you sit on for another 4–6 months — that’s when you start getting term sheets."

How long do you need from date of dosing P3 to confirm a durable remission? My understanding is you need 4 months to ensure median survival has been bettered. Are you saying thats not the case and a deal could come sooner?

JHFH I agree with what you've said only would add that dosing may be completed but the end points still need to be evaluated and big pharma won't move without first seeing the results which I suggest for P3 are 4 months away to see if they beat the median survival would you agree?

In 4 months time all of cohort 1 will be complete, hopefully all patients still alive and then the pediatric cohort should be running and the dose expansion ongoing. That's a more opportunistic point for a deal IMO.

Pharma would rather pay a premium for unequivocal proof than to take on the risk of failure themselves. That's clear to me.

Anyway 48hrs post infusion and seemingly so far so good.

SP not exactly flying like all expected though. Maybe just maybe I am right to consider more than just the science and be more cautious than most

Another PR RNS would be nice as would a TR1. Plus we are all looking for GSA to close out and the Coris sale RNS. Any of those are significant not to mention CEO has confirmed we are now firmly in the deal-making window.

How to lose money fast

1. Filter anyone who has an alternative view

2. Don't compare your investment to any other investments

This has been cleared up by the VP of chemistry several times. Not a issue.

Was expecting coris RNS this morning based of twitter hype. Should be by end next week though latest.

Depress people with a dose of reality?

You'd rather listen to comforting ramps than inconvenient truths?

Im genuinely perplexed at the company valuation, maybe I don't get it but something valued at over 80m USD not making a single cent in profit and pulling in over 80m USD in sales looks odd to me.

The short fall cant be explained by the true up either. Audiboom should be making at least 8m usd i.e. converting 10% of there sales to cash. And that's a minium, usually in the digital space with a capital light business model that conversion should be much higher.

Really? Breakout! Lol

Watched this audioboom webinar over the weekend

https://youtu.be/o9JgWu5gJZs?si=0y8nBorHUWekxBVc

It struck me that in over 44 minutes, net profit wasn't mentioned once. Not one single time.

Plenty of talk about revenue and gross profit and ADJUSTED EBITDA but nothing about net profit.

Revenue upgraded to 83m and how much are they expecting to convert into actual cash profit this year...

ZERO

Company valuation looks lofty to me. Can't see anything other than a pop and drop here

Doesn't everyone post for a reason?

Haven't the people who been overenthusiastic and ramping this for years been wrong and cost themselves and others a lot of money in doing so?

I wish HEMO well and I already said I'm expecting price to rally this week. If the 180p placing thing turns out to be true that could and should put a floor under this. Let's see.

I just think there's a long way to go or longer than you all think. Trial results been good id say great if it was a large sample but need to see how durable these responses are plus some initial results from pediatric arm before any deals are struck in my view. If all goes well and no DLT's etc then id be expecting a deal Q1 2026. Yes I know yall think big pharma are all sat around a table discussing HEMO every day so a deal is imminent but in the real world it doesn't work like that. They'll need to consider manufacturing scalability, distribution, total addressable market, cost of manufacture, whether healthcare insurers will allow for it and so much more. In addition to weather it works. Anything could happen in the next few months and although this is only a p1 safety trial clearly everyone is looking at overall survival as an endpoint and for that you're going to be looking at least 4 months from now for p3 to beat the existing median so think you'll find I'm right even if you dont like to here it.

Anyway, price may build in anticipation of that deal and put some volume and structure under this rather than their just being a massive cliff edge. I hope it does.

Meanwhile other companies do exist, suggest you all look at some rather than spending time in this echo chamber learning nothing new