Member Info for Chris0123

I'm Spartacus!!

https://www.evaluate.com/vantage/articles/data-insights/ma/biopharma-takeovers-dry
Worth a read I think and notably at the end states:-
"It must be also be stressed that licensing remains hot in biotech, with even early-stage assets generating significant up-front-fees. Clearly pharma still wants access to biotech, even if M & A is not always the best way to achieve this" GLA

14th October would be the end of 6 months is my understanding Hulver but could be finalised and announced pre that date. GLA

I am sure no one would have minded an old presentation if it got us to 14p? GLA

Missed the AGM , can I take it from the sea of blue that we are in good shape after it. GLA

If there has been any semblance of progress in the USA, on any level, I suspect that the Board will want to try to construct and issue some sort of RNS today. The danger is that if he has progressed anything, they will want to keep themselves right and will do it in an RNS pre the AGM. However, I will take news on progress in any way going. Just my opinion and remaining patient. Good luck all.

Hi All,
Just glad Mr Sandler is out and about meeting people , things start to happen if there is proactivity.
(Just wondering if he'll wear a tracking device next time - anyone got one or even access to flight manifests ?) Just joking by the way.
When looking at very fine margins I lean very much toward being encouraged by what is potentially happening right now.
Good luck everyone!

The saying "No one kicks a dead dog" is quite fitting here.
There's a lot of share action here and clear sign Hemo is far from a "dead dog".

Keep up the good work everyone. Best of luck.

I think it's fair to say that many have been running on fumes over the last number of weeks. As we travel along there will always be someone who says we should have filled up at the last service station (done things differently) and others along the journey will have been constantly asking "are we there yet". The word "patience" would and has been used a lot in these circumstances.
Save to say that we do have a staging post, we arrived at it very stressed and whilst not at the end destination, we can at least relish in some positive news about a US Patent which has taken years to achieve. Perhaps those profiting from chemotherapy treatment (and I do not mean the patients) have a lot to lose from these positive developments. We are not there yet but we are a step closer and in biotechnology it will inevitably be a slower journey compared to other industries . sincerely, good luck all!

Succss the main partnership has been with Global Co. Sometimes the expected sales leads bear no fruit. There are more potential leads out there they just need to be resourced, so when they conclude form of licensing with GC it free's Hemo up to look for other deals whilst still progressing the science.
If a salesman came back to his office to tell his manager he had one sales lead that day and did not make the sale and was jackkng it in he would rightly get his backside kicked. You could argue we are slightly hamstrung by GC currently whilst negotiations continue..there may be a psunami of interest when the form of licensing is decided and scientific progress takes place. I just believe the upside will come or you might just as well capitulate. Good luck to you and all.

There are Pharma deals being struck
with Biotech everyday. There are also many Pharma companys suffering lack of content in their pipelines. Cancer therapies command the highest premiums. I think there is a deal to be had if you believe in your research of the science. Biotech is a high risk high reward environment. High risk worsened by some Hemogenyx decisions. However , if you rate the science (presumably you believed when you invested they had something to sell) that has not changed. The high risk has happened, it follows that high reward should follow. Eli Lilly (Global Co most presume) has the highest valued pipeline, there are plenty others looking to fill their pipelines. Progress and a deal will follow. Good luck all.

Pineapple Power (PNPL) for me £0.0756 currently

Thanks for the portfolio everyone.
GLA

Very interesting article on biotech company Immunocore in business section of Sunday Times. Some positives and some not so, when reflecting on Hemogenyx. Page 7..worth a read I think. GLA

Just to get us all back on track. We are clearly in the hands of Mint and the only quick way to get out of that is to do something with a big Pharma company. It is generally viewed and regularly commented on within the industry that Pharma need to "freshen up their pipelines". The last year has seen a number of tie-ups to beef up pipelines because of the number of drug makers relying for revenue on products which are 10 or more years old. This is the perennial problem with Pharma and this is why there are so many mergers and acquisitions and collaborations in order to fill pipelines quickly. There is another whole debate about proportions of pharma revenue allocated to R & D and to fill pipeline. Some of the more successful Pharma upping their R & D spend. Hemogenyx have the ability to put good products their way, and okay, a deal has not been done yet but there is no shortage of collaborations and these collaborators are not stupid. They are currently working on the products with Hemogenyx to find solutions and this research and development will likely bear fruit in my view. I know it is hard to see the positives right now. I prefer the risk/reward of science despite how depressing it may understandably feel to some right now. If you can stick around, have to stick around or just want to stick around and persevere with this share, remember, we are all in the same boat (albeit for different reasons)- so we all sink or survive together! Here's where the analogy gets slightly confusing - are we a Titanic or are we a Phoenix. GLA

Not worried particularly Ssccss, it is what it is at the end of the day. HuPhec was patented and approved in US and Europe so they are not numpties in this regard. To be fair they did not update on these applications either. However, given their reference (not ours) to the competitive situation, it would have been nice for him to have referred to the "patent application pending" in the case of CDX just to reassure shareholders. There are a few costly patent searches which could probably be done I guess but sooner buy their shares to be honest. Still very encouraged by the professional collaborations and product lines they have and encouraged that something will come good. Nobody take this as a moan here, as like others the licensing with Global Co will flush out the pipeline eventually and perhaps sooner than some think. GLA

Hi All,
There was a CDX Patent application on 12th July 2019. I previously commented on the absence of any updates on this application since then, filed almost 2 years ago. I appreciate these protections are years in the making. However, on the back of the "competitor" concern raised, some clarity is needed on what proprietory protective measures are in place for CDX. I have previously asked for an update but get no response from ANY emails. Anyone know how to track a patent application? Suggest everyone bombards Hemogenyx to get a Patent update, particularly in light of "competitor" reference in the interview. I am positive about the company coming good but like the "Dragon's" want to know what protections are in place and how are they progressing toward the "leadership" in this area which Mr Sandler refers to in the RNS 12/7/19.. GLA

Some peripheral reading for those interested - If there is a deal to be done and it is EL there is still a potential for some success according to evaluation of them as a company and they are still good R & D spenders. Conversely, the research commented on in the attached article suggests success can also be achieved without big pharma. GLA
https://www.fiercepharma.com/marketing/eli-lilly-retakes-innovation-crown-while-bms-rates-most-inventive-pharma-annual-study

The time-lines have drastically changed of that there is no doubt but I think DeadCatBounces has made some sensible contributions today and I could include a few others. Those who have decided patience is a virtue good luck, those still grappling with choices, I hope you find solace in any decision you make.
The products have not changed, 3rd party professionals are still working with Hemogenyx on a number of fronts, therefore, I still believe things will come good albeit, it will be a much longer and bumpier ride.
I just hope Mr. S does not have BJ's number and start texting him otherwise we are in real trouble!! GLA and respect to all.

I do understand your concerns Ssccss but not sure how those fears are allayed other than selling up. I think the product portfolio is there and sometimes it's simply down to gut instinct and fortune favouring the brave! Mr Sandler doesn't look as though he's losing much sleep over it. I wish you well with your strategy.
I hope there's a buffet car on this train! GLA

Ssccss, not sure you really picked up on the point I was trying to make at 10.11 this morning (perhaps that's my fault), gauged by your response at 10.40. The science is pretty much done and I was primarily pointing out that in settling nerves during this difficult week, like MYLucy eluded to, reviewing their own research and that this was sufficient to stabilize their hypothesis at least, that this company was worth their continued faith and investment, despite what has "leathered" the share price. Mr Sandler can do nothing about Mint right now, BUT it was clear from his statement this morning that he understands the issue it is causing. If he cannot solve that difficulty then we certainly can't. Therefore, I think this is the reason likeminded investors have reviewed their own research, focussed their mind on the science not Mint and have settled down for the slightly longer journey none of us wanted. Bearing in mind that some investors on here have been on the train long before others. There was some criticism of Mr Sandler and his management but I think he grasps the issues raised by investors over the last week. He is not a one-man band and he has these products in reliable hands, in particular, HEMO CAR-T, with Randall Tlachac via Quality Systems who are far more than just science. We should all have confidence that this product will make good progress. In summary, satisfy yourselves that the core products have legs, are in the right hands and will give you a return on your investment and accept the things you cannot change right now ie MINT. (or go crazy!) Patience has been mentioned loads by many (mostly the one's who have been on the journey longer I reckon) - I think that was the message from this morning's presentation too. Sincerely GLA!