Member Info for DH-Hull

Https://www.linkedin.com/posts/cellin-technologies_eu-regulatory-landscape-for-clinical-stage-activity-7476294692519936000-0ff3?utm_source=share&utm_medium=member_ios&rcm=ACoAAAAWEGcBiOyH_P2SzizjuXhWaDi2Ko8ABzQ

I suspect much of this analysis is on the back of their HEMO submission.

For piece of mind DS is not selling. 100% guaranteed.

Thought yesterdays announcement was excellent news, with a great nod to the fact all The patients are alive. I don’t believe you’d call out ‘Successful’ if any of the 3 treated patients had passed. I guess a few folks are desperately trying to find some fabricated rubbish to take away the great news. If they are struggling, I’ve a jar full of straws they can grasp at, I’m happy to share. Better times to come (Soon)!

Lost a pound. Re your nda considerations . They are complete rubbish.

Being under NDA to explore a sale or JV or whatever doesn’t mean you shut down normal business operations. There’s no guarantee a deal closes — price gaps, due diligence issues, financing, or regulatory hurdles can derail it at any stage. It’s business as usual unless there’s a signed exclusivity agreement that specifically restricts certain activities. In fact, maintaining growth and promotion often strengthens valuation rather than hurting it.

The warrant shares won’t be sold - definitely.

NP, just to confirm, you do make sense on a number of posts (imo) however, your opinion on DS is wrong. He has had funded directly to the company by way of warrants, loan notes and will continue to do so! So don’t try to mislead folks on this. DS has done his own due diligence contrary to your speculation. - business wise he’s on the money. That’s a fact!

You should meet him, he’s a decent guy - you could work with him as opposed to almost everyone on here!

@pumpky here’s the message

@Hemotruth - your question re DS.

Him and I made funds available for the CLN.

I can confirm that DS is not selling any CLN shares or warrants, he’s also invested on the open market and looking at the long term support of HEMO. Expect a new TR1 soon.

PS. I’ve not sold any either for peace of mind.

Which are the warrants you believe are being sold?

The last 2 on Ald’s list I don’t believe have been touched or will be sold in the short term, I don’t know about the others, before my time.

Here’s a snippet - to the Editor of an Abstract from ASH 2024

Refractory and relapsed (r/r) acute myeloid leukemia (AML) remains a therapeutic challenge with dismal prognosis, necessitating innovative approaches. The encouraging results of chimeric antigen receptor (CAR) T-cell therapy in other hematologic malignancies have spurred its investigation in AML. However, challenges such as antigen heterogeneity, challenging tumor microenvironment and off‑target toxicity complicate its clinical application

Given the early toxicity and unplanned efficacy from the Patients, I feel that HEMO should be in a great place as a candidate for presenting, they tick the boxes of the challenges mentioned above.

Vlad has hit this head on and made great strides, taking on the most difficult of treatments - I’m confident his science will flourish.

Would it be much of the data used for DSMB that will drive the ASH submission?

Given that is finalised, the timing is perfect if so.

I see that Mr Short at MD Anderson’s has previously presented @ ASH a number of times. Involved, in a couple of Abstract (I presume late entry applications last year)

ASH presentations / abstracts by Nicholas J. Short

   •   2024 — “Blinatumomab and Ponatinib for Adults with Newly Diagnosed Philadelphia Chromosome-Positive ALL: Updated Results and Predictors of Relapse” — ASH abstract / paper (ConfEx entry: Paper206602). 

   •   2024 — “Long-term survival and relapse patterns in FLT3-mutated AML treated with frontline triplet therapy” — ASH presentation / abstract (ConfEx entry: Paper210891). 

   •   2024 — Contributed to the session “Acute Lymphoblastic Leukemias: Biomarkers, Molecular …” (includes a presentation/co-authorship listing with Short).

Checking a bit further. It seems he is involved in a number of other trials too currently.

He’s listed as principal investigator on these two

Decitabine + Venetoclax + Ponatinib for Ph+ leukemias (Phase II triplet regimen)

Hemogenyx HG‑CT‑1: Anti-FLT3 CAR-T for relapsed/refractory AML

Hopefully, he’ll be actively pulling the data together currently for submissions

V interesting

Are orbital in trials or already approved, any idea?

Thanks

The loan note the thread is commenting on that will happen in November for the £620k raised.

To put your mind at ease, myself and another guy (mentioned in the RNS post recently) injected the cash for the CLN. There’s a small dilution perhaps, but , this method of purchase directly adds cash to the HEMO balance sheet. Allowing Vlad to move thru the trial phases with less concern on cash flow. So that minimal dilution is offset with a positive bit of news for the company too.

Neither of us have a need or intention to sell.

Sleep easy

Oops. Not Gawain😂 Haywain !

Correct only just joined, heavily invested, friends with the chap who made the RNS the other day. I know Gawain and HFH

Genuine question. I hadn’t read all the comments , when I posted tbh. I thought some news had come out that excited me.

Enjoy your posts btw

Given all the fabulous news

I’m sure like most/all, have plugged data into ChatGPT for possible valuations, if it’s assumed over the next couple of months , positive outcomes are seen for an additional 2 adults and 1 child,

I’m open for anyone to challenge the following;

Even with only 6 patients, results are already strong enough to justify $20–30B valuation, especially with MD Anderson + paediatric involvement.

• Paediatric success greatly increases reputational, regulatory, and exclusivity value (PRV worth $100M+ alone).

• If reproducibility continues in 10–20 patients, valuations jump rapidly to $30–50B+.

• Longer term, this could rival the largest pharma companies ($200B–$500B), with expansion potential far beyond AML.

⸻

👉 In short: With 1 child + 5 adults all responding, run by MD Anderson, in a fast-track paediatric program, the company is realistically a $20–30B asset today.

Hi Tilly

Has HEMO had an invitation to ASH?

Thanks