Member Info for BBB11

What is the average holding of people in the consortium? We have a lot of regular posters on here, and I have no idea of the % of the company which is held between us all.

Genuine question, are you all stock traders, or are you LTH’s awaiting an exit event, or a mix of both? Do you all have any lines in the sand where you would sell?

Genuinely inquisitive if you’ve assessed this and are acting as a group when contacting Hemo / future options to join.

JHFH – I asked Grok for their take.

They confirmed that while funding a full Phase 2 isn’t on the cards yet, the company can continue with placings over the next three months to gather more patient data. Grok suggested that more data is essential before any substantial deal is likely, and that even after hitting key data milestones (10 patients), negotiations can still take several months.

Apparently, they could raise around £1.5m at £1.50 with ~25% dilution without breaching the 30% limit (please correct me if that breaches any 2025 constraints).

I personally don’t see Vlad being in a dire desperate position, he’s managed to keep things ticking with placings over the last five years I’ve been invested.

The ideal scenario remains a solid long-term deal. Stability should help drive share price growth. According to Grok, a tripartite deal involving Penn, Novartis or Gilead, and Hemogenyx (combining expertise and funding) would be the strongest route forward once data on 10 patients is in hand. They also suggested Prevail Partners could be the next to reinvest, protecting their original stake.

If they go ahead with more placings, do you believe us LTH will abandon ship and risk the company? I’d love to believe a big deal is just around the corner, (really, i would) but to me, it seems there just isn’t quite enough data for Vlads hand to be bitten off with a deal… yet.

Recently posted:

What is the value of nine weeks of life?

For someone facing an aggressive cancer, nine weeks can mean holding a grandchild for the first time, finishing a memoir, or simply seeing the crocuses bloom again.

In drug development, success is often measured in terms of key metrics, including progression-free survival (PFS), overall survival (OS), and response rates. But behind every data point is a person, a family, a story.

Our team recently witnessed the impact that just nine weeks can have, so far, for a patient. It was a powerful reminder that time, especially when hard-won, is one of the most meaningful gifts we can offer.

Proud to be working alongside people who never forget why we do what we do

So it looks like Hemogenyx is burning £300k–£400k a month. After their recent raises (CLNs, placings, institutional backing), they’re probably left with under £1.5M—enough until roughly August 2025. But let’s be honest: they’ll need more small fundraisers in the meantime.

From what they’re saying, the HG-CT-1 trial seems good so far: the first patient had no issues, and they’ve got a second lined up. AI says they’ll need at least 10 patients’ worth of data and decent efficacy over a year to draw serious interest from a bigger pharma. Getting to that point in a Phase 1 could cost anywhere from £3.5M to £7.5M, supposedly, which is more than their current market cap.

Has anyone heard how quickly they’re planning to recruit patients per month if the results continue to be good? And how do they plan to fund everything past this year? Are we basically stuck with dilution until 2026, until they’ve got those 10+ patients’ data, and then we pop the champagne? Lastly, is anyone keeping tabs on Gilead or Novartis’s AML CAR-T programs to see how Hemogenyx CAR-T compares?

I would appreciate peoples opinions

How do we think we are we going to raise enough to get through Phase 1?

Every AI tells me it’s too early for a partnership deal, most likely they happen between Phase 1 and 2, several million in burn rate away.

Their Mcap is so low, that let’s say one more raise, and a 5 mil Mcap, so afterwards the company will be diluting 15% for every 2 month runway raise (£750k).

Could they be acquired for £50m at this point so shareholders get some money back, and the products have a chance of getting to the market with adequate funding?

BeardedDragon.

Its a safety test… the likelihood of it failing is minimal by car t standards.

Celebrate! Its great news unless you’re shorting the stock. In that case you’re F****ed.

How about everyone commenting on this thread posts a link to the RNS at the end of their comment, so that people looking at LSE can clearly see it.

https://www.londonstockexchange.com/news-article/HEMO/first-in-human-treatment-with-hg-ct-1/16910936

Great news

https://www.londonstockexchange.com/news-article/HEMO/first-in-human-treatment-with-hg-ct-1/16910936

Could this be because they want a short squeeze tomorrow?

I’m disappointed I couldn’t meet the required shareholding to join this investor group, although it was clearly announced through posts on LSE (requesting to email from those above a certain holding threshold). Despite my frustration (largely due to the 20k ISA limit), I understand that consolidating investment among long term larger holders can help the stock rise on the injection and positive results, while reducing negative speculation around funding. Well played to the people that did it. I don’t think anyone should be annoyed unless the people that were part of it now sell to make that margin. If you bought in CLN’s, please keep diamond hands for the rest of us LTH’s.

2 weeks ago Vlad posted that they're looking for 18 patients for phase 1.

https://clinicaltrials.gov/study/NCT06786533?term=Hemogenyx&rank=1

I’ve pieced together a possible timeline for Hemo’s first patient injection based on the recent RNS and Vladislav's comments, but I want to check if I’m missing anything or making incorrect assumptions. Here’s my understanding:

First Patient Is Crucial:

Phase 1 - demonstrates initial safety, allowing for the recruitment of Patient #2.

They need a relatively healthy patient (low-risk factors), given they need to show the best possible outcome.

MD Anderson supposedly has plenty of eligible patients, so the only holdup was paperwork.

Rough Timeline

8th Jan: Announcement to confirm the first patient is found (RNS).

15th of Jan: Evaluation Week: Possibly ~7 days to assess the patient’s fitness

17th of Jan: Blood Draw

31st of Jan: Manufacture in Hemo’s NYC lab followed by Injection, which takes 2 weeks on average:

They also sent a sample to Kure Ai (the 1-day manufacturing partner), but sounds like this is early stages.

28th of Feb: (28 Days Post-Injection results): Preliminary safety results. Vlad has mentioned these are what pharma/institutional partners want to see before potentially investing and moving to patient 2.

Potential RNS releases?

One RNS when the actual injection happens (maybe around 31st Jan?).

Another RNS around 28 days after injection (28th of Feb / early March) showing safety/initial efficacy results.

If successful, the next step is to raise funds to expand into pediatrics (Vladislav highlighted that infants under 2 years have no real treatment, and are kept comfortable until they pass, so is a priority) and other blood diseases like BPDCN and ALL.

Funding Constraints

Peter Redmond hinted that CBR and other projects are on hold due to the share price and funding limits.

My Questions:

Does this timeline make sense, or am I off wildly on the dates and process? (Google / AI says this is likely right, has anyone on here done this or been involved in similar bio stock before?)

If the first patient’s safety profile is positive, do you think that alone will move the share price via a news article or is a pharma deal/investment more critical for any significant price shift?

Where the hell did the jump to 7p come from last year? Just an FDA-approval news article?

I’d appreciate any corrections or clarifications—this is just my best interpretation, and I’d love to hear where I might have gone wrong or if others see different possibilities. Thanks in advance!

Fingers crossed on a Vlad's surprise... leading us all to the buffet.

Happy New Year!

2025 - the year we all finally see Hemo give us a 10X and be a new hope for cancer patients.

Love all the positive news. Fingers crossed first injection RNS early Jan

Shows confidence. Innovation at it’s heart and staying ahead. Science is solid. Good sign.

For a clinical-stage pharma company with a £17m market cap, Hemogenyx Pharmaceuticals’ breakthrough in delivering durable Chimeric Bait Receptors (CBRs) to macrophages and monocytes is a transformative achievement. This innovation positions the company as a potential leader in immunotherapy, with significant implications for treating unmet medical needs.

To solidify its status as a world first, the company must:

1. Publish peer-reviewed research to validate the technology.

2. Secure patents to protect its IP.

3. Attract funding or partnerships to advance development.

4. Progress into IND-enabling studies and clinical trials.

Successful execution could redefine Hemogenyx’s market value and establish it as a pioneer in the field.

I think a lot of people were waiting for around 2p to sell today looking at comments, so a more painful day for those specific LTH as they thought they would finally be out. Noone likes see their share price go red.

I don’t think the tidy up is an awful idea for medium to longterm for the company. IMO this will be painful until January, see an increase, then another placing to get through stage 1.

How the stock goes. If we can get even one partnership arrangement, and this is what makes that happen, then no one will complain next year and we will see this as necessary for a multi X SP jump next year.

Either take the small profit when you get there as it slowly climbs back, or wait for the partnerships and results for the bigger potential. Risk to reward

This is a massive relief to me. I was 50/50 they would run out of money. We keep going!

This likely see’s them through to the start of the trial, and with news on first patient + a big pharma name drop will put us all in a nice profit, where they will raise again.

I am relieved to see a raise. After 4 years invested here that was the closest i have been to selling the lot.

He is 100% short in my opinion.

He said he bought yesterday and sold today.

So he is up 30% today and still complaining. Mental.