Member Info for Brighty1

This could be HEMO soon, see below:

* Clinical-stage biopharmaceutical company Autolus, which is developing next-generation T cell therapies & a CAR-T programme, has this month received a $200 million investment from BioNTech for a license and option agreement / share purchase.

* A licencing deal similar to this with HEMO from one of the major players would be the logical next step....

Good luck, Brighty

I agree. HEMO would be a perfect licencing or acquisition target for GSK. They recently paid $1.4 Billion for Aiolos Bio plus they bought Affinivax for $ 2.10Billion. They also paid £1.6Billion to buy Bellus. These are all recent deals. GSK is one to watch, as you say. They need to replenish their patent pipeline.....

Good luck, Brighty

Exactly and Thermo Fisher acquired PeproTech for $1.85 Billion last year. That would equate to a premium of x45 (from our share price today) for HEMO shareholders....

Good luck, Brighty

Can we just stick to HE1 please. This is a forum for HE1 investors and would be investors to gather data, information and to share valuable views, both pros and cons. It's not for personal attacks. Can you guys just post actual facts and leave the jibes to one side. You are spoiling this chat forum today. Neil777 you are great. Baserite you are great. Lets keep it friendly on here. Thanks in advance.....

Good luck, Brighty

Are we about to get news of a licencing deal? Fingers crossed AVCT can be in this league soon:

* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.

* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.

* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.

* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.

These are just some of the big licencing deals in the last 12 months. AVCT can't be that far away from a licencing deal.....

Good luck, Brighty

Leading up to 2025 AstraZeneca plans to expand its scope through new acquisitions, says AZ Ceo Pascal Soriot. “We want to be a sustainably growing company. Until 2025, we have strong growth ahead of us, but we also believe we can continue to grow very strongly post-2025 and it’s all about innovation in the pipeline.”

Soriot has regularly talked up his interest in increasing AstraZeneca’s portfolio of bolt-on acquisitions leading up to 2025 and taking part in more ‘small to mid-size’ bolt-on acquisitions in the upcoming years. Source: Reuters Newsmakers online forum.

Well, Pascal, London City Airport is only 6.8 miles from HEMO HQ 60 at Gracechurch Street. That's 25 mins in a limo. Any plane spotters on here? I suggest we get our binoculars out and position ourselves at the end of the runway and look out for the AZ Private jet. If you spot a man resembling AZ CEO Pascal Soriot carrying a huge bag full of cash then buy buy buy....

Good luck, Brighty

Exactly. I can't imagine Vlad turning down a call from Pascal Soriot at AZ or Albert Bourla at Pfizer. With due respect to Prevail Vlad is going to take that phone callfrom Pascal or Albert isn't he?!

However, Prevail are onboard with HEMO for a reason. i.e. to hopefully land a lucrative and long term licencing deal with a major global player. The big opportunity for HEMO, now that we are a P1 clinical company, is that most license deals by big pharma happen at platform and discovery stages. Don't forget that the average licencing deal in the pharma sector last year was $47 Million.

It's also worth pointing out that, in addition to Prevail seeking a licencing deal for HEMO, Vlad is presumbably free to spak to who he chooses to speak with re a deal. A major global player could be about to gate crash the Prevail party and could offer an even bigger licencing deal? That's how big pharma operate. Afterall, the R&D departments at the big companies will have been fully aware of the FDA application and process. Perhaps, they have been waiting for the FDA sign off before pouncing? So, perhaps AZ's Pascal Soriot or Albert Bourla at Pfizer have been on the phone already?......

Good luck, Brighty

Two white knights that have a connection with Stephen Parker via his time as Chair of Silence Theraputics are

Richard Griffiths, who in the annual report of Silence in 2016, held 21.9% and Robert Keith who held 17.3% of the company. Another HNWI that Sareum follow on Twitter is the Radio 2 business expert from the Jeremy Vine show, Nick Brown. One or all 3 of these individuals could have been the HNWI's that invested in SAR in 2020/2021. They are all low profile investors who appear to shun publicity these days. Keith, for example, is an investor best known for his past involvement with Eidos (Lara Croft). He also co-founded Fast Search & Transfer. It’s now called Microsoft Development after Microsoft bought the business for $1.2bn. He's not short of a bob or two. He's not the kind of white knight to buy at a premium though. Most of his more recent acquisitions have been for penny stocks which have then been taken private. Food for thought after your white knight post.....

Good luck, Brighty

AZ, as well as GSK, could be on the hunt for HEMO. AZ has a track record of paying billions for smaller innovative pharma companies. e.g. it acquired CinCor Pharma for $1.8 Billion. Plus it paid $1 billion for KYM Bio and signed a $2 Billion agreement to partner Quell Therapeutics. These are all are recent AZ deals....

Good luck, Brighty

Exactly. GSK needs to replenish its patent pipeline. They could be on the hunt for HEMO. They recently paid $1.4 Billion for Aiolos Bio plus they bought Affinivax for $ 2.10Billion. They also paid £1.6Billion to buy Bellus. These are all recent deals. GSK, as you say, is one to watch....

Good luck, Brighty

Exactly. I had the same impression and as I recall it back in 2020 when the Eli Lilly JV deal happened our share price went as high as 15.2p. It was a sustained rise from 1.8p . i.e. an 800%+ gain.....

Good luck, Brighty

Here is something to consider over the weekend regarding a potential global licencing deal and the impact that it would have on the Hemogenyx share price.

* In the last 12 months, according to JP Morgan, these have been the biggest licencing deals in our sector:

* Akeso paid $500 million upfront by Summit Therapeutics in 2023 to in-license ivonescimab. Additionally, the partnership outlines a potential deal value of up to USD 4.5 billion.

* Alnylam received an upfront cash payment of USD 310 million from Roche in 2023 to co-develop and co-commercialize Zilebesiran. Additional development, regulatory, and sales milestones could potentially elevate the deal value to USD 2.8 billion.

* Evotec paid $50 Million upfront in 2023 by Bristol Myers Squibb. Tiered royalties on product sales further underscore the financial commitment, resulting in USD 4bn potential deal value.

* Kelun-Biotech paid an upfront $175 Million by Merck in 2023 to co-develop preclinical antibody-drug conjugates. Future development, regulatory, and sales milestone payments, which could total up to USD 9.3 billion.

We can't be that far away from a licencing deal. Have a great weekend.....

Good luck, Brighty

HEMO has a current share price of 3.7p and a MCAP of £40 Million. AVCT has a current share price of 95p and a MCAP of £277 Million. The disconnect is huge. Arguably, HEMO is now much more attractive to big pharma with Hemo CAR-T and CBR. A licencing deal must be on the cards. Don't forget that in 2023 the average licencing deal in our sector was $47 Million dollars and a few were over $100 million. i.e. Our next RNS is most likely going to be the confirmation of a significant licencing deal with an international pharmaceutical company. At which stage the HEMO share price is going to re-rate markedly.

Good luck, Brighty

Hemogenyx must be about to announce a licencing deal or partial takeover. The news this week from the company has been nothing short of sensational. Combatting brain cancers and neuro diseases being the latest amazing piece of news. Why this isn't at 20p a share already this week is beyond me....

Good luck, Brighty

5.5p without a JV. 12p with a JV....

Good luck, Brighty

Exactly. Good news indeed.

* The fact that J&J’s Stelara has annual sales of over $7 billion and targets psoriasis, psoriatic arthritis and Crohn’s disease and its patent appears be expiring in the next 2-3 years is a very big opportunity for Sareum, as I've noted before.

* The psoriasis market is a big one for SDC1801 to be chasing.

* The only negative is the speed in which we are progressing. i.e. The FDA, three months ago, approved Bimzelx (bimekizumab-bkz) for psoriasis treatment and here in the UK Artax Biopharma has obtained clinical trial authorisation from the MHRA to assess AX-158 in a Phase IIa study in psoriasis patients.

I'm always positive on the Sareum science but the speed at which we are moving slightly concerns me at present. We don't want to be last to the party with this.

I've had one x24 from Sareum by holding for 10 years and I'm hopeful that this will be repeated again from these levels with a takeover in the coming years....

Good luck, Brighty

Exactly and AVCT, for example, has a current share price of £1 and a MCAP of £280 Million. HEMO has a current share price of 3p and a MCAP of £35 Million. The disconnect is huge. Arguably, HEMO is now much more attractive to big pharma with Hemo CAR-T and CBR. A licencing deal must be on the cards. Don't forget that in 2023 the average licencing deal in our sector was $47 Million dollars and a few were over $100 million....

Good luck, Brighty

Another piece of the HEMO jigsaw announced today and it is pretty big news re our CBR.

* Once administered, nanoparticles were shown to successfully deliver mRNA into the immune cells of the URT and lungs.

* Could be used as an off-the-shelf prevention and/or treatment for viral infections & would be both cost-efficient and easy to administer.

* Ideal for the protection of both the civilian population and in biodefense.

* Can be delivered intranasally in the form of messenger RNA ("mRNA") for the potential treatment of airborne viral infections.

Good luck, Brighty

Exactly and what's also exciting regarding Bitcoin is that the GS20 Exchange is generating revenue via trading commissions already:

* "GST greatly encouraged by the market traction the GS20 Exchange is enjoying".

* "The GS20 Exchange is generating revenue for the Company via trading commissions at varying levels depending on the type and size of transaction undertaken".

Next stop 2p, then 5p and in due course 50p a share.....

Good luck, Brighty

In answer to your question, the likely candidates to gatecrash the party with an acquisition of part or all of HEMO would be:

* AZ: It has a track record of paying billions for smaller innovative pharma companies. e.g. it acquired CinCor Pharma for $1.8 Billion and paid $1 billion for KYM Bio and $2 Billion to partner Quell Therapeutics.

* Eli Lilly: HEMO have already had dealings with them in the past. They acquired Versanis for $1.925 billion.

* GSK: It needs to replenish its patent pipeline. They could be on the hunt for HEMO. They recently paid $1.4 Billion for Aiolos Bio and also acquired Affinivax for $ 2.10Billion. They also paid £1.6Billion to buy Bellus.

* Thermo Fisher: They acquired PeproTech for $1.85 Billion.

* Pfizer: They paid £6.7 Billion to buy Arena.

* Sanoffi: They have been pipped to the post on 2 deals recently. i.e. Biogen's $7.3 billion acquisition of Reata Pharmaceuticals. They also lost out on buying Horizon Therapeutics to Amgen who paid a massive $27.8 billion.

First things first, though. A licencing deal is the next most likely deal to come HEMO's way. The average licencing deal in our sector in the last 12 months was $47 Million.....

Good luck,Brighty