Member Info for HedgeHogarth

Maybe these forum should go on a sponsored silence.

All we can do is wait patiently for an update

The speculation has been done to death

Nothing has changed - Hemo are a whisker away from the clinic - and NOBODY on here knows how long that whisker is

Some Awards
Mr India - Most Impatient LTH
TillyWhizz - Biggest alcoholic
Stu485 - (1) Most devious and (2) Most obsessed about timing
Pumpky - Wooden spoon award for least successful Trader
Hulver - Most insightful contributor

Hairy Muff Waiting Room - that is fair

For avoidance of doubt, I'm not nervous in the slightest. Just a bit bored of waiting and frustrated i dont have cash for more

Nerves on the board? I don't think that accurately reflects the majority on here.

Most are very confident and not nervous. I think a little impatience, frustration and boredom better sums it up as we wait for the next news.

I'm not going to do that Stu

I'm quite content that Vlad and the team are doing everything possible to get CAR-T into the clinic

I don't think Vlad needs 'little old me' giving a view on how important the timing is.

In 18mths, the only surprise i have had from Vlad and Hemo is the recent placing - and on reflection it was a good one. I'm now invested in a company with an extra £4m in the bank raised at a 100% premium to the share price we all stared at pre-Xmas.

Stu - you really need to get some help for this obsession - it's not healthy and it may cost you the opportunity to be handsomely rewarded if just some of the potential is realised here

I'm moving on now. I do not agree and cannot validate your points regarding the timing of specifics around 3rd party testing.

I'm simply staying patient and looking forward to the next update. I'm in the dark as much as everyone else as to when the news will come. There has been enough speculation, and that is all it is.

Recap of why so many of the LTHs are so excited and have their positions set. Its not about the minutia of the timing, its about the quality of the news when it comes

Updates from the #HEMO that we may see this year - I've added what my confidence level is for an update in 3mth to 6 mths (only my Opinion)

Timing is less clear - but its 25 days since the last RNS so we are due something soon with so much news anticipated

Anything I have missed ?
Are your confidence levels similar to mine?

1. IND Submission - confirming final step on pivotal transition to Clinical Biotech (99%)

2. Commencement of Human Trials (90%)

3. Confirmation of 1st Patient selected and dosed (90%)

4. Within 6-8 weeks, of dosing, initial findings of first patient - Tolerance and Efficacy (80%)

5. Details on #Hemo plans in Bioefense market (50%)

6. Multi-million dollar Biodefense grant (30%)

7. Further details on CBR proof of concept and next steps (80%)

8. TR1 - unveil new major or strategic shareholdings (50%)

9. Update on partnership for CBR - #Hemo already suggested they could work with multiple partners to take CBR
forwards on multiple fronts. (30%)

10. More details from #Hemo in regards to how the £4m recently raised will help them accelerate CAR-T and CBR drug candidates (80%)

11. Unveil plans to dual list and attract additional investment on NasDaq (20%)

12. Announce Investor day and/or Investor call + Vlad interviews (maybe with other leaders too?) (60%)

13. Announce receipt of offer from Big Pharma (Take over) - 10%

14. CDX Update (70%)

15, CBR fast tracked by FDA to cope with Covid (5%)

We will simply have to agree to differ my dear Stu..

My research in this company gives be 100% in their future performance.

If there is a legal, scientific or regulatory reason to push back submission for a few weeks makes zero difference to the value. What is important is whether off not itd safe and successful.

You seemed to be totally obsessed with the timing in the same way Mr a India is obsessed with the trading

Micky - I have no idea what people's motivations are on here, whether paid or otherwise.

But rather than resort to abuse (which does nothing for this forum) or inadvertently misinterpret the poster's intent I'm happy to, on occasion, respond to anyone who asks a courteous question.

You are not the first to encourage me or others to ignore the likes of Stu and Pumpky given their tone and specific agendas.

Whether Vlad targeted W1 of February - I don't know, unless you can point me to something written down or recorded?

My point on comms was that IF IND has not been filed by end of March it may be a cause of concern - BUT - if Hemo communicate something before the end of March with a understandable rationale for it to come in Q2 then that may allay my concerns.

Stu

It is still February, it is still Q1 2023 - that was the timeline i had in mind from listening and reading everything that has been available to me.

So my own concerns will come on 1st April if it has not happened - and even then, my concerns would be allayed if the company has communicated something

Mr India
With respect, I don't think you are expressing concerns
You are simply venting your frustration because the RNS is taking longer to land that you hoped and or longer to land than some people may have speculated
Nobody really needs to read that on hear - we are all bored of waiting and hoping for an RNS but we all have to be grown up and wait patiently as they really is IMO no reason to be concerned right now.
The very worst case is we will get a good update as part of the final results - but I'm sure we will get plenty of news ahead of that

Oh, and if Vlad wants to spend time on Twitter. I say good luck to him.
It's up to the individual on how they want to read into his tweets.

Mr India - you are letting your negative side take control of you.

A few thoughts in response to your posts...

To multibag on any share requires a combination of the following (1) luck (2) steadfast belief in the company (3) Patience (4) time (5) good research

Nobody should expect this simply 'multibag' - each and every shareholder should invest on their own terms, own beliefs and have a clear exit plan.

Try to to get so obsessed with the price action , and your interpretation of buys and sells. The SP has not been particularly volatile since the placing. Anyone selling in the last 2-3 weeks has not got much better than 2.35 and anyone buying and not got anything cheaper than 2.2. That's a pretty tight trading margin. Where there are buyers, there are sellers - FACT

There does appear to have been a lot of selling since the placing - there have been a few theories as to why this is the case. e.g. placing, disgruntled broker. If this spooks you and all the selling concerns you, maybe you should move on.

For me, the buying and selling and small movements in the share price are of no concern and barely interests me. Infact, i actually like the volume and liquidity and like the fact that the price has been pretty stable with trading between 2.2 and 2.4. As I posted yesterday, In my opinion, the placing and the current liquidity is defining the current SP. I don't think the current price reflects the news that company has released recently and i can assure it does not the reflect my own personal assessment of the progress i expect the company to make this year

Pumpky.: alternatively with less of a Pumpky spin on it...

25 days since last RNS, 25 days since placing - So every chance we get an update very soon

It's likely that the 25/30% ers who participated in the Placing sold ages ago (forward sold) when SP was 3p and above

The SP is only where it is because the placing has created so much liquidity - the SP in certainly not where it is to reflect the value and recent progress the company has made. Most will agree, that the SP has consolidated very nicely at just 10% below placing price. (Pretty good relatively to many small cap placings) and SP is still +80% higher than it has been for most of the last 6mth.

Hemo have cash, they have progress, they have news imminent and bags of potential

Hi Mr India

I have idea when or if the IND has been submitted yet.

My guess is that either
1) its complete , with a few final legal / technical checks before being filed
OR
2) It had been filed and Hemo awaiting formal confirmation of it's receipt by FDA before RNS
OR
3) It has been filed but not yet communicated as its part of a bigger RNS in which Hemo is sharing other update(s) too which may be taking longer to write and proof check

I guess we all are expecting it to drop anytime now

SP seems stable to me ahead of news. If I'm wrong and it drops a little, good luck to those with cash who can get in cheaper
IF it does drop a little, probably an tactic by MMs to get some shares in stock ahead of the news

Mr India - no reason to be anything other than relaxed about the SP movements ahead of News.

Stu - I agree

However, I do not think for one minute there will be any structural change ahead of CAR-T moving into the clinic

0% chance in my view

Would it though?
Currys sell their own brand mobiles and the other networks
Supermarkets sell their own brand and other brands

Wadogara - concur
Although the speculation and build up did add huge value to TILs and helped them raise a tonne of cash

Or, Hemo could spin off CBR into another company. Hemo shareholders would benefit either from a special dividend or shares in the new company