Member Info for Aldebaran

Some very reasonable responses to my post and nice that investors are at least acknowledge my point without attacking me (to much).

So I will also be reasonable. Hemo have potentially amazing science and technology. If it works then this will absolutely rocket due to the upside potential and the low share count. Good luck to you all. Id jump back in myself if things change here and I dont mind paying a higher price either

Got to wait for flippers to dump first. Need about 20m in volume before I think their cleared. Had about 12m now since the placing so 8m to go. Not huge in scheme of things. New ISA allowance next week will see substantial inflow I expect and then we're off.

Likely avacta will know in next day or 2 or have initial idea at least if the beast is safe and if the compound is cleaving. Pretty pivotal time for the company this. Despite my moans about Richard and zeus its highly unlikely they'll have raised the money without having extreme confidence in what is coming i suppose

Last year avacta provided a timeline for there clinical exetecan program. A timeline nobody really believed would be achievable but something we could hold the bored account too. Today they hit that milestone. A proper company.

Hemo investors still in the dark about patient condition, Estonia, tech transfer, CDR, CBx the list goes on.

Vlad needs replacing and installing as CSO instead. HEMO would be valued much higher with proper roadmaps and investor relations

Great news. Now why didnt avacta release this and then do a placing?

Zeus and RH are taking the p1 55. I know full well Richard is mega excited about this and has extremely EXTREMELY high expectations for SP growth. Feels like they just got there grubby little hands on last cheap shares in perfect time. Go figure.

Anyway onward and upwards. Touk in hiding? 🤡

Fair comment.

Optics are important. If the raise was done at 70p or even a small premium that would of sent a powerful message to the market and we would have been higher buy now and placees in decent profit instead they choose greed. Deemed that 63p was all the company was worth despite all the progress since last 63p raise. It stinks. Now those people are flipping the stock. Only difference between this and a bucket shop raise is price wasn't driven down further before then doing a discount raise.

Should of raised a extra 10m last year and got it all done with.

Anyway funded now and we definitely get to see ava6000 data for all 3 indications plus initial data for 6103. If we haven't signed any commercial deal by the time we need more money early next year then things have gone horribly horribly wrong. Its now or never

Patient scans every other cycle of treatment sorry so for Q2W it would be 4 weeks and Q3W it would be 6 weeks

I can understand patient choosing not to have one i mean its pretty much as invasive as it gets. Avacta could maybe have put tumor biopsy as mandatory? If they did so it would then maybe hinder uptake so why do that.

There will be enough initial data from blood/urine and patient overall condition to have an idea if the drug is performing like expected and then i presume scans for Q2W will be 2 weekly and Q3W 3 weekly?

Plenty to go of but biopsies of course would be icing on cake. I'm sure we'll get a few in due coarse

Why was tech transfer started at such a crucial juncture? Should of at least got the next cohort dosed including pediatrics then we would be in follow-up mode for them whilst waiting for tech transfer to complete.

A Strategic error in my view. One of many made by vlad. Not the first and won't be the last.

He should have been transparent about how long he expected the tech transfer to take as well. This is not the first time tech transfer has ever been done and infact not the first time at HEMO. It's taking too long and there is zero visibility of how much longer it will take. If you dont provide forecasts I guess you cant be held to account so thats smart from vlads POV.

I dont know why you lot are not up in arms about the lack of IR and transparency from HEMO I really don't. Anyway, unless anyone wants to come over to Avacta and start again I'll leave you to it.

Barring the odd update on Avacta price I'll post just for Micky who could have brought at 63p but chose to pick a fight instead 😅🤡

An aluminium plant was hit in bahrain, any aluminium in our crackers or fuel cells?

God forbid a ammonia plant gets hit also

To much uncertainty at the moment hence the market sell of. I did say at 15p this had peaked for now with the gap closing on technical basis. How many wished they sold then i wonder. Getting back to 15p would be a 50% rise from here and a 200% rise from 5p. Manage that downside risk guys and dont belief in fairy tales and pay attention to price action. Its not the time for AFC right now but if John's turnaround plans work our time will come.

Exactly pumkin a update is long overdue.

I find it beyond strange that people are arguing against me asking for better investor relations and accountability of the management team. Vlad should publish a detailed roadmap for HEMO which he can be held against.

How long will tech transfer take? No idea

Are the patience still alive? No idea

What were results of detailed tests after P3 dosed? No idea

When will Estonia lead to a formal contract, is it still live? No idea

CBR/CDX... silence, despite recent funds raised from investors to progress these.

Vlad entire investor relations plan and business strategy boils down to "trust me bro". It's sad because I believe fundamentally hemo has some very interesting potentially fantastic science.

Why cant hemo start a R&D spotlight series for example? Its very cheap, all you need is a video camera and it would do wonders for investor relations keeping current investors engaged and enticing new ones.

Avacta did this and I suggested it here but instead of watching a few and thinking oh yeah thats a good idea, we should lobby vlad for something similar all yall did was cry about it and attack me.

I since left this board but kept a eye on from distance and multiple people like Bline and Micky come to the avacta board and start having a go at me again. Now im back here lol

Archbishop Holmes you want to talk about avacta here? No problem since you brought it up.

They have a pan-tumour targeting delivery peptide which targets 90% of all cancers PLUS AML...

I dont think having a vaccine for cervical cancer worries us. Not like were after one indication is it. And that's just with ava6103, have you stopped to consider the market opportunity for ava6207? No, you dont even know what that is 😅

Warrants im not happy with but at least they have a 12 month lock in and are for less than 1% of company shares. If this is the last raise which many expect it is then you can divide the takeover amount by the fully diluted share capital and you get a figure many multiples. Many Many multiples above current SP.

FINANCIAL runway secured

Director putting in £500k of his own money

Recent presentations to Novartis leaked

Its a matter of time.. and im sat pretty with a 52p average, way below recent placing at 63p

Now with HEMO having only rr AML in its sights talk about having all your eggs in 1 basket. Sure hope a vaccine doesnt appear for this or a better treatment option...

Agree about Ammonia prices. Oil has many more moving parts. I do see it retreating significantly on any ceasefire though it will take time to get to pre war levels of course.

Ade, look at oil price, any hint of peace of cease fire and the ass drops out the price. Everyone knows its a temporary rise. Securing Venezuela oil and lifting sanctions on Russia plus lifting them on Iran after the conflict ends will also drive down prices. That said the world does need to transition away from oil but immediate priority will be to get inflation under control not to go increasing CAPEX for industries already struggling by rushing out to buy fuel cells. Give it a bit of time though and once the snowball gets rolling it can turn to a avalanche. Not this year but next likely the start of this properly

Https://x.com/i/status/2037841181460017271

Seems avacta will have a very good idea how things are going in a matter of days after FPD....

Also will have those under NDA to be seeing also. Epic few weeks coming up if 6103 performance is as expected.

From uber ramper

Hulver Just remember this is no trace using standard testing methods as specified in the RNS. Funny how we've not had a update on the more detailed tests since then. But its only been 6 months, cant rush these things.

Personally I would like a update on all 3 patience are they still alive. If yes then SP would explode. If not, still not end of the world, could simply mean a higher dose is required. Either way we deserve a full comprehensive update from vlad.

Its all just "trust me bro" and partial drip feeding off info with that guy though. HEMO deserves much better.

Aldebaran is the brightest star in the constellation Taurus which is the bull. You're the 1st to figure that out and ask me about it :)

Hope so Daz, this is what is desperately needed. Will the revenues be material? Maybe not at this point but it will be a relief to see them coming in.

2027 accounts that should say, not 2026

And just further to that, I see 8p technically a given due to selling momentum. I would like to hope that afc deliver some material news to get the SP back up into double digits and then raise. I dont see anything material until September at the earliest though so will just be pops and drops between now and then.

I could be totally wrong this is just my opinion but either way ill be significantly averaging down after next funding round. That may be 5p or 10p or 20p I am not certain other than it is that point which will give me the risk reward profile I stick to nowadays