RE: Merry christmas22 Dec 2025 12:14
The company needs a MINIMUM of £5.6m AFTER costs for 2026.
3 options
1. Mega money deal before end Jan with big farmer
2. Huge raise, probably taking closer to £8m if possible to give company breathing room
3. Monthly placings raising roughly £500k per month with warrants
Option 1 & 2 unlikely IMO, so it'll be Option 3 but then is this the best option? It doesnt leave HEMO in a strong negotiating position IMV, when any potential farmer only needs to wait another month before company is out of cash.
There clearly isnt enough data to deal now and with the trial on hold due to Vlads strategic mistake of initiating tech transfer at this crucial juncture then its highly unlikely there will be the data farmer require until H2 2026, possibly Q4 as they'll want to see durability of responses.
Have you and your mates got enough cash to keep giving Vlad £500k per month for 9 - 12 months? If so, just give him it all in one go now like some kind of overdraft facility then it puts this hole issue to bed. The market knows the company has funds for another year but its not all going to be converted to shares in one go. Then, as data matures, Vlad can do a big raise off the next spike to see hemo safely to the end of the trial and puts hemo in a much better negotiation position. He should of done this with SP at 1600p as I did say... and was subsequently derided and ostracised.
Of course, all the above still requires exceptional clinical progress which isnt a given.
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