Member Info for HedgeHogarth

My SIPP and ISA is with AJ Bell / Barclays so that explains things :-)

Or a big sell
MM play many games - people also tend to buy as SP creeps up
It could be either
We wont really know
BUT - we can be far more confident on the direction of the SP in the short/medium/long term

Seems to be mostly buys (anything over 3.12 since 10am..)
Something has caused this to tick up...

I'm a mere zooplankton in an ocean of small fish, big fish, sharks and whales (and unfortunately some of those nasty mother hubbards that lurk in the darkness of the deep ocean)

The big fish are loading up - SP being held at these levels to fill orders and their seems to be sellers who are happy to oblige.

My position is also now locked and loaded as SP will not stay here for ever - just look at the daily big buys since the RNS.

FY23 will be the year of the Biotech :-)

EMH (8.1% owned by Cadence) - £5.9m
Evergreen - (13%, currently, owned by Cadence £4m
Hastings - (1.9% owned by Cadence) - £5.2m
Sonora Lithium Project.- ????
Amapa - (30% owned by Cadence) Post-tax Net Present Value (“NPV”) of £770 million
Macarthur Minerals Limited - £0.1m

Current MCAP - £29m

Who knows what the SP will do today?
Who cares what the SP does today?

So much newsflow to come - this share is in the process of re-rating. To benefit you just need to hold and the news will flow very soon.

When can we expect an update here?

No shorting on Hemo - as updated on an hourly basis by our resident commentator TillyWhiz :-)

And at 3p, the mCAP is still so low. Significant upside, multiples of current SP
So we'll placed to attract new investors. (I'm addition to LTHs in the know who are still ploughing on every last penny)

1. Partnership Deal announced.. SP rockets....:D ( Space suits may be required & Booties )
2. Multi-million pound BioDefence Grant

Looks like one lucky investor caught 2m shares sub 3.1p this morning

I cant imagine it will stay down here for long

Hemo has already stated there are getting a third party to validate their results - so nothing new here
However, Vlad and the team have worked closely (remotely) with FCA and have had month to work on all the other pre-qual work. AND they have consistently talked about February as a target
So with respect, I think the IND will be much sooner than you think. (or should i say, sooner than you would like others to think)

Mr India - agree with you regarding the successful P3 effectively priced in.

I expect that ahead of the IND RNS, we will see this rise with the market starting to price in the successful IND. However, I also think the RNS will act as a catalyst for new investors as well so we can expect a rise as well

I would be careful putting to much expectation on a specific market value - share prices move in mysterious ways. If Hemo continue to deliver in line with guidance and expectation i have no doubt that $150-$200m is possible here. Thats why many of us are invested. BUT - I dont expect us to go that high until the sooner of a significant commercial development with a big pharma, CAR-T trial results/successful progress (remember, this could come as soon as a month after dosing the first patient - as per recent article on CAR-T i share on Twitter) or perhaps some concrete announcement on role in Biodefence and Grant)

Either way, I have never felt more confident as a LTH of Hemo - the next few weeks, month and years are going to be one hell of a journey :-)

I hope

My guess is that someone is taking a big gamble - timing wise
Trying to bet against the share price str8 after successful run 3 - but before the next RNS because the y think they will have up to a month before next RNS.
Great chance for Investors to take it as an opportunity to top-up - I don't expect them to hold onto these positions for long. (i have)
Those that are well researched here, are not just waiting on IND RNS....

(Just my theory - make it of what you will)

Hemo are quietly confident that they are well connected in terms of being able to recruit patients

Would not surprise me to see an RNS in respect of a Partnership deal anytime

@Tillywhizz

Mint finance deal was a crock of poo

However, if Hemo deliver even a fraction of the potential from their 3 clinical candidates the SP will be in double figures which would represent a minimum 3-4 bagger.

The low SP meant I doubled, tripled and more down......

Means my reward could be far higher as a result of Mint

Lol Pumpky....
A small amount of sells and a tree shake by MMs for 20 mins
Has absolutely nothing to do with LTHs expectations.
This share is up 150% since Xmas and will go much higher on news.

Indeed - some great research and chatter amongst LTHers last night

CAR-T is just the starter

Choice of Main Course - Big role in Biodefence with Grant, Rejuvenated Existing partnerships, New Partnerships

Dessert (After enough time to digest some much above - could be a year or two down the line) - Take Over?

Hemo CART-T has specific targets - AML (Leukaemia) and i believ for those whose AML returns - these patients have very good outcomes.

The CAR-T market is expected to grow to over £30bn in years to come. As a therapy, it's still in its infancy.

Hemo have been working with Penn University. A world leader in developing CAR-T technology. Vlad has worked with Carl June (https://www.med.upenn.edu/cci/junelab/) who has already successfully taken CAR-T through clinical trials.