Member Info for Aldebaran

Great and good for you..I'm just hear for debate and chat.

I dont think what I have posted is unreasonable and I think its applicable to all shares especially the small caps.

But again your obfuscating and deflecting. You were trying to highlight how amazing it was that hemo had a 7m market cap and I just listed a few reason why that wasn't a good thing such as there being no exit liquidity etc and you just went off on a tangent.

You and others want to fund the company at a premium great, why dont you then and end this doom cycle the share price is in because 250k a month burn although a improvement is still going to see another placing required when? May as well do it now

Enjoyed that got in here at a goodntime

And regarding your market cap comment, a smaller market cap comes with its own risks such as struggling to raise money without huge dilution, being taken private, of course it won't even be on the radar of any big funds as they need a certain market cap to be able to deploy money into. This is what I mean about being biased and blinded.

Ok the science is promising but there's much more to it.

How expensive is CAR-T ? Will health insurance companies cover the cost? As if not that limits the marker opportunity. Etc..

Avacta might have a 200m market cap but the TAM for there platform is over 1,000x there marker cap giving generational wealth opportunity also. Its not like because its 200m most of the upside is captured.

Again, avacta can make drugs that are 10x cheaper than their competitors and there drugs are 100x more targeted giving superior safety and efficacy. Its win win for Avacta, for patients, for big pharma and for health insurance companies.

Im not saying that's not the case for hemo, just that more needs to be considered other than promising science and a low market cap. Don't confuse price with value. 7m market cap has its own risks associated just think about it.

From what I'm getting from this bored it seems most of you are in love, have jumped in on promising science only, now heavily underwater and dont like to debate anything. You strike me as beinf zealots and really 1 dimensional only seeing the market cap at 7m as being something to be pleased about. It shouldn't be.

Ok JHFH I agree so ok we dont get in at a 50% premium but that's not the point, the point is, you should consider technicals aa part of overall investment and buying once reversal confirmed makes more sense to me. That may or may not be at a premium, 100% 300% I dont know but what i know is the sp rot will have ended whereas investing now you have nothing but hope.

All I'm saying is this is in a downtrend that's unmistakable. It may or may not be the bottom, let the market show you then take a position whereas a lot of the people here strike me as zealots screaming go hemo go etc like they're at a soccer game or something... its absurd and a little concerning as strikes me they've lost all objectivity.

Jaytee I'm just saying that making a investment decision is more than just about buying into promising science which I admit is what hemo have. This is meant to be a bored for discussion. If you or others dont like my questions or comments then its probably because it makes you feel uncomfortable to already overexposed and underwater position. What can I say other than that's on you and causes by your own bad INVESTMENT decision. Don't compound that error and listen to others with a open mind.

All I'm saying is before buying or adding HEMO or any smallcap cash hungry share in particular, consider the technical side of things and try to buy when there is some structured support with good volume underneath you to act as a safety net. Right now, here at this level, there's nothing. This could literally drop to anywhere and right now it looks like its going too (that can all change with the right news of course).

For me, there's small caps are guilty until proven innocent and I've learned that lesson the hard way

OMG another Hemo nut job with a hemo username. Im starting to think this is some kind of cult.

Anyway yes some good reasons to buy but your forgetting the main thing in thay the price is still in a downtrend and testing all time lows. Now this may be the bottom, you may have timed it perfectly but you'd be very VERY lucky if that's the case.

What is wrong with investors, why not wait until price is in an uptrend or has some decent support underneath it? Right now it appears theres something negative we are yet to find out.

Could be wrong of course but thus negative price action is cause for concern at least. Anyway each to there own and let's see what the next few weeks bring. If its all positive ill buy in at a 50% or more premium but will still capture a vast majority of the upside if there is negative news though then how low will this go and will it be taken private? Buying now is a lot of unnecessary risk IMV

Agree with you on importance of how market reacts based on P3 news JHFH. Let's see if you're right (for once)

Haha sorry couldn't help that one! ;-)

MrIndia if there was indeed good news coming in the next week or so regarding P3 or non discounted funding, dont you think there would be some kind of indication in the share price?

Come.on. happens all the time hence why any raise your small caps punters are posting rockets and gifs of massive leaks etc..

So in my view the news coming isnt as expected by the fan club. I may be wrong but doubt it.

The science is great though and seems to be working. Note I've not slated that at all. Instead something else is holding HEMO back. Let's see what next couple weeks bring.

Like I say its better to buy higher with more certainty than take a risk now that this goes a lot lower. If the upside is as big as you all expect then its not going to matter much buying once the stock is trading above the 200dma

Another foul mouthed rant by someone with hemo in his username. Almost like your a overexposed fan boy heavily underwater. At least Haywain presents rational counter arguments and discusses without attacking the person posting.

Something IS holding HEMO back clearly..u dont need me to point that out. Im just wondering what it is

I like that response. Very clear and without attacking me personally.

As I've said a few times I am interested in HEMO, its just not quite ready yet, I feel something is holding it back unforseen that we dont know.

I'll keep watching with interest and hope and id just make one small addition to the note about 250m SGC indication, the TAM for avacta is over £200bn but anyway no point going over that here.

Good look

Yes the FDA are slow. I know all about fast track, breakthrough and accelerated approval by the way.

Also, back to avacta, they were dosing patients with a drug that has efficacy and safety data going back 50 years (doxorubicin) yet still they insisted on putting the breaks on. Avactas drug delivery system should be being used across a variety of cancers already but the conservative and slow to act FDA dont seem to use common sense I'm afraid. Giving any kind of approval for CAR-T is much further away than you think

Haywain this isn't actually a cross ramp for a change but consider this in relation to HEMO for a moment.

Avacta have treat terminally ill patients with salivary gland cancer with there AVA6000 peptide drug conjugate. Bear with me as ill relate back to HEMO in a sec but once this disease goes metastatic, there is ZERO standard of care. None. Nada.

When these 11 patients have been treat with AVA6000, 91% of the tunours were stopped in their tracks. We call that stable disease. Unprecedented. On top of that, even with treatment stopped as patience have reached there maximum lifetime allowance, disease has not progressed and there have been a number of partial and minor shrinkage of tumours also. The progression free survival time is 3.5 months and current avacta have doubled that for these patients all while seeing very minimal or ZERO side effects due to the highly targeted nature of the delivery system I.e. they can deposit 100x more drug in the tumour than the blood.

This one drug alone in just salivary gland cancer should be billing at $250m pa in a couple of years and Avacta have a whole pipeline of these drugs working on the exact same method of action and they're literally smashing it out the park in soft tissue sarcoma and now even triple negative breast cancer proving this delivery system works across a range of indications.

Now, why have the FDA not approved this, why are avacta still having to go through time consuming expensive trials. There is no standard of care for metastatic salivary gland cancer remember. Why is our market cap still only 200m ?? But I suspect its because we have no validation from a partner or approval from FDA and still need some level of funding

So back to HEMO, clearly great results on the 2 patients so far but similar to avacta, it's not moving. Why?

I believe HEMO is much further behind in its journey also and there are multiple hoops to jump through

I really dont know and that brings me back to HEMO

Yes I take your point and also must be amazing for those patients but still its a long way off.

Likely that if and when approval comes it'll just be for the very sick who have failed multiple prior lines of therapy. Long term safety implications? The FDA are notoriously slow.

I get the excitement and you reminded me why I put in bit in here years back actually I just think something is holding this back and cant work out what

Is only a couple of patients being treated really that significant? Usually need data from a much larger number.

Also, again, zero interest in this stock today with dreadful volumes yet again. Meanwhile another stock i won't mention is up 5% again 🤷‍♂️

Just what is the fascination and obsession here at this point i do not understand. Miles away from anything commercial which is what the market wants to kick it back into life

Remember that oncologists are saying no reason this should not be standard of care shown in recent slide deck unprecedented for a phase 1 trial.

Because avacta have something groubreaking

Dividends hahaha

Profits lol

Not gon happen here.

All that will happen is trial results will have such compelling data that BP have to buy us. Not even to add and grow there revenues but to protect there revenues such is the transformational ground breaking IP. They need it. They all need it

Nice vote of confidence there with that purchase nice. Means nothing commercial for a while of course and doubt it will help the share price much but still its encouraging for VEO

Hi I am happy to lower the tone infact I haven't been the one getting personal and making acquisitions etc but yeah if you want to chill fine by me.

You ask about my motivation for posting? I had a small punt here years back in the old money. Now no longer in but always retained a passing interest just not posted. I moved into avacta and more I learnt there the more I realised its a far superior investment. That said I did get my timing wrong, again another thing learnt along the way.

Now I see SP languishing at alltime lows and I just fancied posting and asking some basic questions to give you people something to think about, why? I honestly dont know but these bulletin boreds are for discussion so why not? I think deep down id probably like to help others see the light like I did here. A lot of these small caps companies just erode people's wealth and HEMO is one of them.

So anyway that's the truth take it or leave it.

To answer your other question yes avacta are 200m but with a total addressable market of over £200Bn. They have a technology applicable to 90% of solid tumours and the beauty of their product is that it isnt new. All they're doing is delivering existing drugs in a different way which leads to 100-1 tumour plasma ratio and they're literally obliterating tumours whilst clinicians can't even tell the patients are on treatment because the side effects are so drastically reduced (due to the 100-1 targeting capability).

For me the risk reward is unparalleled. Avacta are also on the cusp of their first licencing deal and the share price and technicals are responding.

The 200dma is so important. Never again will I put a penny into anything not above the 200dma. I wish I knew then what i know now. As for hemo I like like tech and vlad for all his faults is also a genius who is carrying this company but id seriously not put a penny in here until its turned around technically I.e. above 200dma ok you dont get the bottom but you can still make a shed load taking huge slice of the upside without risking losing the lot.

Ive seen a few small caps delist and others go private over the years and caught up in a few also. Its a right mess and I'm sorry but I do see that as a real risk for HEMO hence why I pointed it out and ask questions.

Its ok saying hy-5 cracked production mid 2026 but you're not factoring in inevitable delays. And once revenues do start to come you then have to consider net profit and cash flow etc.. at £100m then a lot is already baked into AFC Market cap and it amazes me people expect this to rise from here.

The days of hype and covid cash are over. Time to get sensible and a lot of these small caps are going to the wall. Afc not one of them thankfully but it is overvalued and remains high risk. It will come down to 5p and then we'll see from there. I think it will have to prove itself by saying what they're doing and doing what they're saying.

No more promises, time to deliver. Check back in 5 years

Meanwhile other companies are moving and in much more exciting resilient and broadly applicable sectors such as cancer care. Seriously advise people take a good luck at avacta. Finally bust through 200dma with volume and has come back for a restest with volume coming back in. Commercial news imminent. 100 bagger in plain sight. You got nothing to loose by looking

These people saying that the Coris sale doesn't matter should research the story of Prometheus which led to eventual buyout by Merck for $10.8Bn