Member Info for DaddyBear3

The the SPCX IPO was pure gold: that ultra-low float met Nasdaq-100 and major index fast-track inclusion, triggering forced passive buying from trillions in trackers it absorbed all my bandwidth for days as we loaded up aggressively for quick gains. Hemogneyx has been off the radar but remains outsized on my personal portfolio. I am disappointed by the lack of updates but HEMO looks positioned for a potential breakout leg higher if near-term trial news lands well — typical setup for these names where clinical de-risking meets technical strength. High-risk/high-reward as always with biotechs.

Hemogenyx is exhibiting signs of conviction buying with a steady upward price walk in recent sessions, trading in the 700-770 GBX range on modest daily volumes of 20k-35k shares. The microcap biotech (~£50M market cap) has posted strong gains YTD and over 300% over the past year, amid limited evidence of short-term trader flipping or aggressive manipulation on the tape. Recent buying has drained available liquidity and shrunk the free float, leaving market makers gradually stepping the share price higher in thin but buy-dominant conditions, which sets the stock up for a significant move higher on positive news. Institutional ownership remains significant. With the ongoing Phase 1 trial yet to announce the next patient injection, clinical momentum has been slow. Risks remain due to typical biotech binary events, and low-float volatility but the setup is there making this a very attractive investment.

Hemogenyx Pharmaceuticals (HEMO) is experiencing strong short-term bullish momentum, marked by an aggressive multi-day breakout that pushed the stock price up over 16% from its mid-May low of ~636p to ~739p. This sharp upward movement has driven the price safely above its 5, 10, and 20-day moving averages, validating a robust short-term reversal. This rapid influx of buying pressure is fundamentally supported by a positive MACD crossover and a surging RSI of 64, proving that buyers have decisively re-entered the market and successfully reclaimed recent key resistance levels.

@MrsIndia on 4 June 2020, Avacta granted a total of 6,321,880 share options to executive directors most at 10p strike, on the same day announcing a placing at 120p which was a discount to the closing price of 125p, so already deeply in profit.

At the time the options were issued, the market value was approx 300m and the options granted represented approx 3%, allowing for difference in market value between Hemogenyx and Avacta the % issue of 3% to 2 directors vs 20% to 4 directors plus advisor is a fair comparions, more so considering the options granted to Hemogenyx board are not "in the money".

However institutional guidelines in the UK strongly look down on total dilution exceeding 10% over a 10-year period, so this is not a blank cheque and the numbers are above where they should be. Trading salaries for options absolutely makes the arrangement more fair because it proves the board isn't treating the company like a personal cash machine while burning through investor funds and that appears to be what has happened here.

HEMO granted 1.26m options (8p strike, immediate vesting, 5yr term) to CEO Vladislav Sandler, Chairman Sir Marc Feldmann, and other directors/NEDs. Simultaneously extended 69k warrants to Sep 2026.Strong Alignment: This significantly tightens Board and management interests with shareholders. Immediate vesting and meaningful equity exposure (~20% of issued capital) reflect high conviction that near-term value creation is imminent.Expected Next Steps: Accelerated clinical progress on lead assets, data readouts, trial expansions, and potential partnerships or M&A. The aligned team is incentivised to drive catalysts and maximise valuation in the current window.Internal View: Positive, shareholder-friendly signal from a sophisticated Board. Supports re-rating from current ~£47-50m mkt cap. Maintain overweight; catalysts likely ahead.

This can be seen as the company pricing long term value on the company at £8 and rewarding work to date, this would be a neutral to slightly bullish but no more outlook. If however management views positive news is expected in the near future then this action is spring loading in anticipation of upcoming news. There is strong precident for this in US Pharma Novavax, Mesoblast, Vaxart being noteable.

Closer to home Avacta did this in 2020 updating their share options when Sp was 20p before the explosion to £2. Arecor have just done the exact same thing as Hemogenyx and GGP did the same with options issued underr 2p just before the SP surged to 30p.

Beware of an optics pump vs spring loading, the former is common in AIM but this move leans more toward a genuine alignment rather than a cheap pump is the scale of the grant. Allocating over a million options and adjusting a total pool that commands 20.7% of the company's capital is a heavy governance move. A board rarely restructures a fifth of its total equity incentive architecture just to fake a short-term sentiment pump.

@Saint68 thats just not true, news may drive the big price movements but oppertunistic traders are looking for the overbought/sold oppertunities. Charts dont lie, they track volumes allowing you to set alerts to detect insider movements and identify when whales have finished selling such as now. Hemogenyx does break bearish/bullish indicators often when news is released but charts still have a place.

News is important but Hemogenyx is still a listed company and charts are valuable to traders, RSI shifting neutral to bullish ~59-60 and things like 50 MA acting as support will encourage buying. The sustained selling below the recent at market placing price was unusual and caused a few of us to have concerns as it indicated a whale offloading apart fron the placee.

The charts look strong and an anticipated news rich period has not yet begun to deliver but is expected, we should test the recent placing price at which point we will see if the placee intends to hold or sell.

External:

With the recent fundraise overhang clearing and HG-CT-1 progressing through dose escalation in a deadly disease with limited options, HEMO offers asymmetric upside for risk-tolerant investors. Positive data flows could propel the stock materially higher from current levels, building on prior sharp rallies. Watch for trial updates and volume confirmation on rebounds.

If Singer was distributing a large block, you’d expect sustained elevated volume + downward pressure as they supply shares. Volumes aren’t screaming “heavy ongoing dumping” right now compared to earlier spikes in volume. It could be an attractive time to enter with overhang gone allowing news to drive price reaction, that being said, brokers and market makers do not publicly disclose what is on their books so it is guess work. I have added a small amount to my personal account as it does appear to be coming to an end an in anticipation of news on the next patients.

Hemogenyx is at an exciting inflection point — from preclinical to delivering clinical data in a validated CAR-T modality for a difficult-to-treat cancer. Positive DSMB reviews, successful tech transfer, paediatric expansion, and fresh capital position the company well for value-inflecting news flow in 2026. Strong efficacy signals at higher doses could drive significant re-rating; early commercialization progress and pipeline optionality add upside. Suitable for risk-tolerant investors seeking high-growth biotech exposure with near-term catalysts.

Compact share structure + visible clinical progress + institutional backing at market price = high-upside setup for a clinical-stage CAR-T player in a major oncology indication.This fundraise strengthens the balance sheet and keeps momentum building toward potentially transformative data readouts in 2026/2027.

Strong validation: Institutions bought at full market price, showing conviction in the story without needing heavy incentives

Clean capital injection with minimal dilution thanks to the very low share count

Directly funds acceleration of dose escalation and paediatric expansion in the ongoing Phase 1 trial

Supports dual-track strategy: continued clinical progress + potential early patient access/revenue via Estonia hospital exemption

- Needless to say I have added.

Dr. Vladislav Sandler, CEO & Co-Founder of Hemogenyx Pharmaceuticals, commented: "We are pleased to have successfully completed the tech transfer of HG-CT-1 manufacturing and to have demonstrated comparability between internally and externally manufactured product. This is a critical milestone as we advance our clinical program."

The stock has been consolidating for weeks with solid buying on dips and strong rebounds from under 900p. The setup sits in oversold territory with firm support levels and clear bullish rebound potential. News of the trial resuming should attract traders who have spotted more attractive opportunities in recent months or who now see the tech transfer uncertainty fully derisked.

Have reached out to the company brokers trying to get some sort of update on the trials and other pipelines and was told to "watch this space!"

Until very recently the charts here were bearish with a pull back from 11.45 and weak to bearish indicators and moving averages. I would define this as a high volatility consolidation phase with declining volume on corrections which is starting to turn bullish again but still in neutral territory. If the company can deliver on the clinical trial or progress other candidates there is a strong possibility of an explosive rally.

Was speaking to John this morning on the financial status of the company, based on histoical expendature, the pause in manufacturing plus the shift from traditional city fundraising makes Hemogenyx an attractive investment in the current uncertain climate. Managed to speak with the company brokers this week who were unforthcoming with details but reassuring that progress has been made and the market will be updated at some point. Hemogenyx has not been on our tearsheet for a few weeks now, but have idependantly added to my personal portfolio and will continue to do so.

Hemogenyx Pharmaceuticals (LSE: HEMO) has recently secured sufficient funding to extend its operational runway into Q3/Q4 2026. This latest capital raise of £2.5 million (announced in February 2026) supports the continuation of its Phase I clinical trials for HG-CT-1, the Company's lead CAR-T therapy targeting relapsed/refractory acute myeloid leukemia (R/R AML) in both adult and pediatric patients.A notable aspect of the Company's ownership structure is its relatively high proportion of retail and private individual holdings. Platforms such as Hargreaves Lansdown (HL) reportedly hold around 20%, Halifax/BBOS-related entities approximately 10%, and certain private shareholders (including David Smith) around 7-8%, based on recent notifications and breakdowns. This contrasts with many clinical-stage biotechnology companies, which typically attract higher institutional ownership from funds and larger pharmaceutical players once they advance into human trials and meet key milestones.The limited institutional presence can result in greater share price volatility, as there is less consistent "buy-side" support to absorb market fluctuations or provide a stabilizing influence during periods of low news flow. Interestingly, despite an absence of major announcements over the past several months, trading volumes and available liquidity have remained modest, with limited evidence of widespread retail selling pressure or loss of interest.While clinical and regulatory risks remain inherent—such as potential trial delays, suspension, or hurdles in progressing to later stages—positive developments in the coming weeks or months could position the stock for meaningful upside, given the early-stage nature of the program and the therapeutic potential in AML.As existing private shareholders, we continue to view Hemogenyx as an attractive opportunity at current levels and are evaluating further exposure on behalf of discretionary accounts. This is not investment advice; as always, thorough due diligence and consideration of individual risk tolerance are essential.

Golden Cross Setup – the 50-day MA looks set to cross above the 100-day MA this week. The 50-day is powering higher with strong momentum, while the 100-day has flattened after its earlier downtrend – a classic bullish reversal signal that often marks the start of a fresh up-leg. On top of that, no significant short position. No overhang, clean float, and room to run. Recent price action backs it up: strong close at 1,046p yesterday (+4.7%) on rising volume, already trading well above key supports. Short- and long-term MAs are now aligned bullishly.

Tear sheet summary

"Hemogenyx Pharmaceuticals (HEMO.L) is currently trading at 650 GBp, exhibiting a mildly bullish profile on the daily chart. The stock sits above shorter-term moving averages, including the 10-day SMA at 604 and 20-day SMA at 608, signaling positive near-term momentum, while the RSI (14) at 54 remains neutral, avoiding overbought conditions and allowing for potential upside. MACD registers a buy signal at -11, reinforced by recent 12% gains over two weeks amid reduced volume divergence. However, price below the 50-day SMA (685) and 100-day SMA (829) tempers enthusiasm, indicating intermediate resistance. Overall, technicals favor a bullish bias with support for selective buying on pullbacks. "

Looking back the recent fund raises have been warrant conversions and not placings, before that there was a cln but it was a fixed price with no discount and the share price did not fall to strike price. before that the 2 previous placings were both at a premium to the closing price and the share price rose post placing both times. not worried about funding here but i want to know when the trial is going to restart, sent an email to the company got a polite reply but no information

The city is empty for christmas, dont expect much buying or selling before the new year as people look to derisk and close out positions for the holidays. come back in january when there will be more movement and people moving money back into the market. hopefully they are able to start treating patients again soon, it has been a long wait.