Member Info for Aldebaran

The monetary value remained the same and now with so few shares in circulation you should react the rewards of that consolidation as price will move rapidly

Hedge, the market is made up of many participants, not only long term holders who fully understand the company inside out. 16quid is a resistance point, its not ball axe at all.

That said, I fully expect it yo be breached soon and then for price to head towards 30quid.

Nothing goes up in a straight line.

Need to see it close above 16 pumpkin. Thats what im saying. If it closes above 16.

Not everyone wants to be a LTH, biotech particularly is difficult to understand and is seen as very risky.

A lot will have brought in and now comparing there entry price to current price and deciding its worth selling.

Those who understand this are comparing current price to intrinsic value and holding.

Simple as that.

I expect there will be plenty in tomorrow's meeting that DO understand this and the significance of what is being delivered and although a deal would take anywhere upto 3 months typically, you can bet your ass those in the know will be buying for there own personal pots in advance and as said earlier, there is no resistance to about £30 after £16 has cleared. I dont agree with Zak chart at all.

At £30 per share, you can even still run the calculations and demonstrate HEMO is grossly undervalued then.

So its a hold from me and an add where possible. Technically and fundamentally primed I believe

I dont see any resistance to about £30 per share now above £16. Just over 5m shares in issue so should move really fast if there's demand.

Now weve had that update you can calculate the value of HEMO and it is clearly undervalued. Significantly.

Not everyone who brought in understands it or wants to hold. We all have different targets so natural to see some selling though expect demand to more than absorb any trader sells. Especially with Vlad presenting on capitol hill tomorrow 👀

MrJinx, this remains phase 1 but cohort 2. Primary end points are safety and its a dose escalation trial.

However with complete responses seen already, this is incredibly exciting

Ignoring the pipeline & applying CONSERVATIVE numbers.

350k patience diagnosed globally

25% have FLT3 mutation

60% relapse

Only 60% of those are eligible

Only 50% market penetration

Gives a TAM of 2.3bn. Put that on a stupidly low buyout multiple of just 3 and you get a 7bn price tag for HEMO.

You guys who actually know the numbers know how conservative those figures above all are.

If were talking share price today then we would apply a 10% chance of success (sorry but that's what all P1 pharmas get) and then divide that buy a fully diluted share count and I get a present day value of £38 per share.

Being conservative.

£150k per treatment

Last few placings have been at a premium though and hemo are easily able to make a commercial deal of some kind within existing cash runway. Personally I think they'll be brought out once some pediatric data is in

Grok calculates conservative market penetration of 2bn per annum globally as not all patients who are diagnosed with RR AML are eligible for treatment and there could be competiton from other treatments it says. Im happy with the conservatism used.

So hemo market cap is circa 70m and HG-CT-1 could and should be billing around 2bn per annum. Put that on a modest PE ratio of 3.5 = 7bn or 100x upside from here.

Ignores the pipeline and using a LOT of conservatism.

Only just over 5m shares in issue and Vlad presenting on capitol hill to investors and policymakers etc tomorrow.

Plus there's this >> https://x.com/daphnezohar/status/1967970971064680562?t=VwRuibDWbpM6umx-niRK2g&s=19

Big pharma are awash with cash and facing enormous pressure to address 180bn of lost revenue due to patent cliffs.

HEMO sells IMO. Will add more soon as I can.

And less than 100m market cap will be.... spectacular?!

No detectable AML cells so thats a complete remission. Remarkable. 3/3 is statistically significant even if it isn't in terms of bio-math.

Can anyone confirm the TAM for this disease? I have calculated it as over 10bn based on 200k per treatment and 50k patients per year. If thats right, then the gains here, with such few shares in circulation and

Interest picking up, M&A activity on the rise

https://x.com/daphnezohar/status/1967970971064680562?t=OedXv4ks1efO-LCMIHtjfQ&s=19

He had the chance at 50m market cap and declined..I don't think John will take this private. I think he'll actually turn it around and probably sell it but years down the line. I just think this next year or maybe 2 will be the hardest and then it'll come good hence why im on the sidelines not prepared to average down yet

There was a gap at 1245 that was filled by that drop. Better its done early IMO then the SP can move on more freely without people worrying about it or targeting it for a short position etc..

Volume on the rise again these past few sessions as well and RNS due so set up really well for a good move if Vlad delivers the goods....

Unfortunately JHFH it won't ever reach its full potential as big pharma will buy it way beforehand but still there is enough upside here to make everyone, even the long term holders with awful averages, very rich.

I dont see HEMO surviving solo past Q1 next year at the latest

*just over 5 million

You can be sure this is exactly how big pharma will value HEMO so doing your own calculations, even using conservative or approximate figures gives you an idea or ballpark of what its worth.

Now funding concerns alleviated and trial results all but released its risk-off and hence the rapid share price rally which is fueled by having such a low share count of just over million.

Drutor, this is how to value HEMO as it stands today, I poster a few days ago fyi

https://x.com/BowTiedBiotech/status/1959730293423915250?t=4OhywJEFGaJEUBPVtWW2mg&s=19

I get HEMO to be worth a risk-adjusted £200 per share now based off 50% chance of success, a 5yr DCF at 10% per year and that's over a fully diluted market cap and ignores the pipeline.

I should caution that this is assuming P3 results are good which the market is telling us they are. DYOR

Also im not 100% sure im doing these calculations right as the numbers just seem insane

Hate to brake this to you MrIndia but im not on telegram 😅

As for the other moron saying about shorting ive never been short here but anyone who had an opinion other than HEMO was going to the moon every day was branded a shorter so I made a satirical post. It does take a certain level of intelligence to understand sarcasm though so I forgive you.

Note your all making this thread about me again. Weird bunch 😅

"Assume Alde Quotes" haha ok mate.

And I'm invested remember, I was the one who said to wait for a turning point before committing more and I saw that and got in at 185p.

I was wrong originally clearly but the good thing is I'm nimble and can change my mind quickly when new information comes to light. Unlike sadly most long term holders who have been nothing but bullish for years believing every day every price every RNS is a great time to buy HEMO. Wrong guys and you've learn the hard way.

So I was wrong initially, the volume and funding changed my mind and I got in at 185p. 💥

Couldn't care less what you saw lowers think of me, I'm printing... and your just anonymous bulletin board morons who can't even enjoy a substantial re-rate without picking a fight. I think that says more about you than me. SAD