RE: Interesting times ahead for Hemogenyx Pharmaceuticals say @TMSreach22 Jun 2022 19:17
Since I'm stuck in a pub waiting for my car AC to get fixed, I thought I'd chime in. It's been a while since I've been on here. I've been thinking about HEMO today as the piles of proxy voting docs for the holdings spread across the family arrived in the post. The game with HEMO will be the inevitable gap between the fund raise being needed early next year and the Phase 1's around the same time. Things on both sides will always take longer, so I suspect the fund raise has to start sooner than we'd like which will likely mean a price we don't like. None of us want that to happen. However, if we are to keep progressing on the multi-fronts we tout...I think we will need to. The alternative is for Vlad to accept less progress on everything other than CAR-T and to just spend the money on CAR-T, raise more money after progress of CAR-T to help on the other products, but we'd need to accept that we've lost the better part of a year on those products. I don't know what the right answer is. I won't find it at the AGM...but I'll go in any case. For those who don't remember me, I'm very long HEMO...to the extent that I embarrass myself when talking to Vlad as I typically just say I've been a shareholder since and then pick a date suitably long ago...only to be told they haven't been around that long. Anyway...good luck all...vasbyt is an Afrikaans term, but I think we will have to wait for the better part of another year before we feel progress.