Member Info for Guiness25

Just need Redwood to start up again, head towards 20%.

Patience pays.

Thats what im trying to allude to, 1 patient, which shows promise, could be an opening that the Vlad needs to secure substantial funding? So, perhaps knowledge and lead time of the first person sees the stock stabalise in terms of SP?

And HT - Im not deramping, I think the SP says it all, so why dont you just have a reality check and understand the SP has got nothing to do with adhoc posts I may make! Silly boy.

By being "enough", I mean enough to raise, not to go to Phase II!

What do you think the the cash position is Haywain? Maybe £3m?

Do you think 1 person goes to trial, and if the results are favourable from 1, they raise or do a JV from that? Would 1 be enough? Im thinking probably not but Im not an industry expert.

HT - Because I follow the company and see how disppointing things are for the science, the research they team has done, and for what? To be under severe funding pressure. It is a shame, thats all HT. Nothing else.

Additionally, where is JHFH? He who said so many things about a clin trial company being no less than £100m CAP > I got slated for "deramping", but JFH has been ramping all along, even if unknowingly so! Where is HedgeBackwards?

They aint here are they! Theyve either lost lots, down lots, or made lots! You decide.

As an investor, where is the value now in HEMO, in terms of science versus funding? I am not in, and unlike previous times, I don't see what the short and medium term bring for HEMO. The company is marked down so much that raising again will be 1.5p or even 1.2p.

The BoD has allowed too many trading opportunities for a product that it potentially life saving. I go back to what I said previously, I think they're looking for an exit to go private.

Unless a JV with a global pharma is announced, Vlad seems to have played his deck on LSE.

That's the thing, HEMO hasnt got a healthy cash balance. The cash is "committed" to starting trials. It's already spent (forecast spent), that's why non-dilutive funding critical.

I think he will take the company down the private route.

He won't be able to get the funding he needs. Or sell something off.

And no I'm not deramping to get in.

Does anybody know?

Current Cap - £130m.

SII - 517,000,000

Backlog - £8bn.

What do they need in terms of cash? £1/2BN? £1BN? I have not studied the accounts do not know their upcoming obligations. D4E stakeholders would obviously respect the current backlog and have to understand the current CAP under normal circumstances is simply ridiculous, but, if they raised just £750,000,0000 @ £0.20 per share, thats an additional, whopping, 375,000,000 shares -50% of current SII today.

If the company was stable, had sufficient liquidity, what would the then value be in terms of Market Cap? £750m? £1bn? If it were a £750m, then with 875,000,000 SII, that would mke the SP around 90p.

It all boils down to what the value of company is with this current backlog once in full flow, and how much debt needs to be satisfied, and cash in bank for day to day is required. Highly complex and way above my pay grade! High risk currently, but most seasoned onlookers know this already.

I could be wrong but theres no chance. good luck!

What a crazy post Maverick. Have you read the RNS? Do you know the level of money needed? This isnt about some pump to keep the share price up, a D4E is an extremely serious matter for a business that needs so much cash. Work out what their current cap is versus what they need, then post again.

Looks like they did after all. A rights issue here will involve a huge sum of money and the dilution will be ridiculous. If things had been managed better years ago they might not be in such a situation, and with a huge backlog in a very buoyant sector.

Great pity but the survival of the company is now critical.

Well said Mary. This is by far my most exciting stock for the medium to long term.

Thank you all.

Do I understand correctly that Phase1 will ultimately involve 18 patients, and right now they have enough cash to cover 3? That would mean they need 5xcash recently raised to do that. Have I read that correctly? Obviously if the first 3 is proven to be encouraging that non dilutive funding is possible, but not wholly. Plus they need day to day cash.

Phase 1 requires around $25m if I have understood this correctly.

"So expensive is the process of creating individual CAR-T treatments, that cash raised in February may be enough to dose three patients.

Hemogenyx will look to further non-dilutive funding to assess a cohort of around 18 AML sufferers, which will take it to the phase II stage of the clinical evaluation."

If no deal soon this will continue to drift. That raise by Q4 will be in part gone. What then?

Vlad needs to pull a rabbit out of a hat.

It's a real tricky one.

This is extremely difficult to call. Business is still very very difficult out there, and closing deals is a protracted and pain in the neck process - I think another raise Q3 will come ahead of money being too tight. Long term still looks good though, sales team all in place, but will take time.

Now to look for some TR1's....................

I'd be surprised not to see some director buys, and also additional TR1's. Maybe tomorrow.