Member Info for HedgeHogarth

I have always kept a close eye on Purple Bricks - always felt like they had a successful business model. I always felt like i would buy shares at some point.

But whenever i look at the comments on Facebook below their adverts - nobody seems to have a good word to say about them. I have heard a few good things from people i know who have used them.

The board seem to think there is real value in the Brand - I wish i was as convinced as them.

For me, Rightmove has a better brand - I wonder if there is aspects of PB that would proves valubale to them to help them create an 'own brand' estate agent

Managed to secure another £10k for a final top-up.....
Cash should be in my bank account today so I'm ready for next week :-)

Glad we all agree Stu with HFH that its just about completing the final checks.

I have a feeling it is complete now - its either filed or ready to file

Consultancy work is hard - everyone i know who works in consultancy has no balance in their life. They were very hard, very long hours. They turn work around quicker than any internal team would - yes, it comes at a cost but its a one-off cost. Absolutely the right strategy for Hemo as they still will aim to keep their recurring cost base low - we know Vlad is very good at managing costs.

Surprised not to see any comments yet on today's RNS
Looking at the houses on sale near me, doing a quick count on those on Rightmove, I would say 2-3% (at best) were marketed through Purplebricks. This suggest my local area is not a profitable one for PB and one they have or will pull back from.
So we have a dichotomy - Poor trading and missing 2023 guidance for revenue and profit VS putting themselves up for sale and suggesting there current SP undervalues them....
Will be an interesting few weeks here

Mr India
I understand you are keen for an update. We all are.
It's not in our control - the company will update when they are ready to do so
I am confident they are progressing well; the IND will be soon I am sure and then commencement of trials
Other news will come too, in time, but the timing may be even harder to predict. It could be this afternoon, it could be 2nd week of April.

HEMO has released 4 RNS this year. That is 4 out of 34 trading days - that means an RNS every 8 .5 days on average. That's pretty good tbh when compared to many companies. The reason for that IMO is because of the fantastic progress being made and the fact they are so close to making that pivotal transition from pre clinical to clinical.

Ignoring the RNS on 7th Feb, it is 19 days since the last key RNS. Therefore, based on the regularity of news updates YTD, we really could get one anytime now...

I am really confident that patience will be rewarded. For those that cannot be patient because they need to take some cash out, you probably should not have invested in a Biotech

If you want weekly news, a ramping CEO, using RNS as a newsletter you need to go somewhere else.

TILS used to do this - if worked for a while and some traders made some good money. But look at the aftermath and spare a though for the shareholders who bought anywhere near the highs.

Look at DDDD. They screwed things up by being too greedy and took a risk too many.

Vlad and HEMO are here for the long game

Stu,

Lets agree to disagree on the timing - we both agree that its important, but providing things are delivered within a reasonable cadence of a company's target. Vlad did NOT particularly want to give guidance - but he was good enough to provide the guidance given the interest from investors.

I am not sure what you do for a living. I work in a big, successful commercial organisation. I can assure you that timelines do move, usually with a very credible reason.

I do agree, as an investor, I want to see Hemogenyx remain focused on delivering the CAR-T plan. IND, clinical trials and hopefully, partnership model. I would be lying if it had not crossed my mind that CBR and the placing may create a distraction.

However, I thought the CBR update was well written and demonstrated both genuine potential and genuine progress. CBR has been in the wings for a few years now, it's not quite the new kid on the block. This update was much very much on the cards and part of the Hemo plan to progress.

Ultimately I will trust Vlad and the team. I am confident and content that their goals are aligned to mine. I also believe they are genuinely excited about CBR. As for it being snapped up by big Pharma - (1) we do not know what conversations are happening behind the scenes and (2) it's still early days and Vlad has talked about the need to further prove the concept t realise its value.

Great Minds think alike 'eh Pumpky ;-)
Agree about the bullying - no need for that on this board
We ARE better than that

Stu asked the same question he has been asking for a few days (maybe even weeks now). He seems to have got a little bit too obsessed with dates and delays. This does suggest he's not a Long Term Holder. This is not the sort of share to buy and then check the price every day.

If we do not have confirmation that IND has been filed by end of March - I will be hugely disappointment and would want an update from #Hemo to understand why.. Until then, I am very confident that all is well.

Lets remember though, the team at Hemo are also trying to move forward with CBR - a potential blockbuster

I watched some of the Porton Down documentary last night - really interesting - the authorities take biological weapons VERY seriously. They confirmed that EBOLA is very much a virus that can be an effective weapon :-(

Lets stop insulting Stu - that's not respectful and not the sort of board we want to associate ourselves with

I can assure you that there has been no misunderstanding here. Vlad has talked about February on a number of occasions and I we also got to see the pipeline with some dates above. (Confirming Feb / Q1)

Remember:
CAR-T is their Top priority
CAR-T is what they have funded with the proceeds from Mint / Placing in 2020/21
CAR-T trials were always scheduled for 2023 - hence the funding.

You can even look at the half year report publish 5 MONTHS AGO - clearly stating (in the very first paragraph)
"In final stages of preparation for filing an Investigational New Drug (“IND”) application to commence clinical trials for HEMO-CAR-T, following positive feedback from the US Federal Drug Administration

HEMO-CAR-T, a CAR-T therapy targeting Acute Myeloid Leukaemia (“AML”), is our lead product
candidate, the intellectual property and development of which are in the Company’s sole control.
We have been working toward completing the necessary IND application for HEMO-CAR-T, having
held detailed discussions with the US Federal Drug Administration (“FDA”) during the period and
received constructive feedback through a pre-IND submission that confirmed our development
process and our proposals for clinical trials. Most of the data required for the IND application has
been compiled and the components for manufacturing HEMO-CAR-T have been produced. We are
now engaged in the final stages of establishing the production of HEMO-CAR-T cells for the
treatment of patients. We are confident of completing the IND application in the near future and
are working on detailed protocols for carrying out clinical trials.

It was even very clearly signposted that the 3 test runs was the final straight before filing IND

Vlad targeted February - I am still VERY confident he'll deliver, If it slips into March, it will be annoying but make absolutely no difference to me or the long term prospects here.

The only reason to get panickety about dates if for those trying to trade this - GL to those brave souls

I've only be a spectator from afar
Good luck to all those invested here today - it sounds like great news
Just be careful to those buying the spike - particularly new and inexperienced investors.
I'm sure there will be lots of volatility as it finds its market value

Pumpky - it is very long and complicated and I have no doubt that Hemo will have completed thoroughly so it is right first time

Example of all the content they need to pack in. It has to be, it's the gateway to human trials. You know what USA is liek for litigation - the FDA will want chapter and verse

https://icahn.mssm.edu/files/ISMMS/Assets/Research/Research%20Portal/ORS/6_IND_Application.pdf

Jester - your guess is as good as ours.
Charles' theory made sense to me
The other, could be just that it's taking a little more time to dot the 'I's and cross the 'T's
Just means we have to stay patient - 100% confident there is nothing to fear or worry about
It will come when we least expect it

This is a strong buy IMHO - but seems to be going under the radar despite a lot of PR earlier in the year

HMRC already know what I earn to the nearest penny before I do my return...

I can only assume I must earn lots more than you Pumpky. I owed £5k

I dont think Charles is referring to surprises - I think it's just said courtesy. Vlad possible waiting for a formal receipt from FDA to make sure its being safely received and acknowledged.

To touch on a topical analogy, it's not like sending a Valentines card. This is a formal submission like my tax return, it took about 4 days this year for the HMRC to confirm receipt

That makes a lot of sense Charles.

Whatever the reasons, i am 99% sure all is well and process is doing its think.

I also expect there are 'other' things happening at Hemo - given the RNS, the £4m injection, The Jovial Tweets etc etc

Fingers crossed #Stu

And I'm sure the company would appreciates an army of loyal, supportive, patient advocates as shareholders

When push comes to shove - its about saving the lives of patients

Stu485
There is not enough kindness in the world - I apologise if my frustration has got the better of me and my posts towards you have veered on the unkind of abusive. I'm well researched here and i find it unfathomable that someone (yourself in this case) can post almost 200 messages about just 1 company on LSE , all with negative or disruptive intent / connotation.

Reading through the lines, i suspect you are relatively well read too on Hemo. It would be great to see you change your tone and be more objective. Happy to read about risks,when genuine,and when your arguments are balanced - i.e. talk about the good too.

I think Hemo is a gem of a company and could be a life changing investment for shareholders. Lets all enjoy their development and make some money

Nothing is ever 100% H4H - but at 99% sure i think we are in agreement

16. CBR In Vivo results (bit of duplication with point 7) 95% (although we have to consider that results can be good, bad or indifferent)