Member Info for HedgeHogarth

Mr India - it does no good for this share to keep thinking something is imminent.

Having had the pleasure of listening to Vlad yesterday - I did not go away thinking something was imminent.

My take outs were that this company is in great shape and making good progress in three areas - CarT, CDX and CBR. However, people need to remember that going into clinical trials means testing drugs on humans. You have to ensure you do everything by the book and it will take as long as it takes. The long term future of this company is dependant on getting FDA approval on its 3 products (NOT how quickly it achieves this) and then it will depend on the success.

Great to see some movement in the SP today - but lets not link it to some mysterious mystery news. Its just reacting to supply and demand.

Vlad is CEO - buck has to stop with him.

Strange as it's not like the website needs to be transactional, it should be a doddle to get it rebuilt, refreshed and maintained.

I'd gladly buy 1m - but dont have the pennies spare

One of the questions I would like to ask Vlad is whether he is surprised there are no big investors seemingly interested here - from Biotech background or elsewhere. There are some Biotech funds out there

I'm with JHFH, I'm a LTH and It's great to hear Vlad is on the road and participating at the conference. It's what I want him to be doing in parallel with advancing the candidates into the clinic.

I'll take JHFH's positivity above negativity any day of the week. Infact, most of his positive posts are purely here to offer the balance from the ridiculous snipes from the usual suspects.

I think you either have to TRUST Vlad or not. If it's a not, go elsewhere.

Well done guys - what a refreshing change to come to this forum as see something so positive rather than the usual frustrations.

Just remember - Hemo is outperforming Amazon right now ;-)

The SP has dropped off the back of a lot of selling.....It's not the only SP right now that is in that boat. I have a watchlist full of them!

People sell for all sorts of reasons - and there are probably more reasons atm than normal

The SP currently reflects the supply and demand for KDNC - IMO it does not reflect the assets and potential of KDNC and therefore represents a bargain for those looking to invest right now

Never have and never will believe a word written by our disruptive friend on here

He's clearly still on here to drive the SP down, or drive sales for whatever agenda he/she has. He'd not waste so much time on here if it did not believe his actions would have some impact, however small.

One thing for sure, his words will not influence me or any other LTHs on here. #stickyfingers

So much rubbish on this forum. Such a shame that people have to read such tosh...written by traders with short horizons

It's clear from the annual report that is company is a great shape and is well position to handsomely reward investors in good time. As a LTH I don't care if the next rns is next week or next month, what concerns me is whether it shows the progress Im hoping to see.

All good things come to those who wait.

I agree that some decent support would go a long way. Somebody that shares Vlads passion, has credibility in the Biotech space that can help Vlad secure the right partnerships and commercial opportunities. So probably a CCMO -

BUT - now may not be the time, it may need a little more progress. Vlad will not want to bring in resources of this nature prematurely. Lets remember, Hemo already has a good track record of engaging top partners.

HT - i bucketed that in the delay in driving revenues / self funding

A lot is made on here of the fall in SP and the impact it has had on the paper value for LTHs.

The SP peaked effectively at 10-11p (we should ignore a 1 day spike to 14p as never sustainable)

Since then i would suggest half of the 9p drop was due to the funding - Hemo has twice as many shares as it did 2 years ago. But in return the company has an injection of £10m+.

The other 4.5p must be due to a number of factors:
- Pandemic
- War in Ukraine
- Delay in driving revenues and becoming self funding
- Shorting
- Selling from some major shareholders
- Negative sentiment from CLNs debacle

Looking across the market, so so many other companies are all in the same position.

Halfords peaked at >4p - now ~£2
Powerhouse Energy peaked at 10p - now ~2.5p
Argo Blockchain peaked at 250p, now @65p
Alien Metals peaked at ~2.0p, now 0.7p
Cadence Minerals peaked at 33p, now ~ 15p
React peaked at 3.5p, now ~1.5p
Amazon peaked at $3700, now ~$2400

My point is that Hemo is not alone in its current valuation and with so much potential I am very confident it the share price recovery and hopefully so much more

Hemo is not a gamble - it may have been at a McAP of £40-£50m - but providing you have a sensible investment horizon I believe the positives massively outweigh any negatives

Positives:
3 - 4 Clinical candidates give Hemo multiple chances of hitting the jackpot (If just 1 makes it through trials the impact on SP will be life changing)
Lots of News due - Car-T going into trials / FDA approval . Next steps on CBR, Progress update on CDX
c£7m in the bank - enough to fund initial priorities. (Effectively valueing Hemo assets at <£10m)
Passionate CEO and brilliant scientist (I invested here on the science and on Vlad's candid updates)
Biotech sector in the doldrums - this will change in time
History tells us how quickly the Hemo price can move with the right news and potential
New facilities
Website re-fresh due
Onslaught of selling must be over / nearing end
Potential Take-over target at the right stage of clinical trials

Negatives
Uncertainty of trials being successful
2024 Funding - however Vlad has indicated that he is looking at ways to monetise and partner CBR / CDX

Vlad is damned if he does and damned if he doesn't
Many rampy CEOs out there who have lost people a lot of money
Vlad has to be careful what he says about the SP - we all know how confident he is in the business and the SP will follow if the science moves in the direction that Vlad is confident it will.
I just detected a little less enthusiasm right now for these interviews - can you blame him after the luke warm response to previous great interviews.
I'm no convinced SP is in his list of high priorities right now - I think he is focused on (1) The patient and (2) The science. We know he is a brilliant scientist, so these priorities work for me.
In time, i am confident the SP will follow

Fair point Pumpky...
But people are just calling a spade a spade... Good progress, no surprises, outstanding potential and cash in the bank. And a current MCAP that makes makes it such a tempting investments.

Find me another share right now with such high credentials and well funded.

In spite of the rubbish that a few pesky traders write on here.... What a great update.

No surprises in there for me... Since the CLNs challenges Hemogenyx have many great progress with its 3 big plays.

Great work Vlad and team. And gr8 to see the significant cash balance, Vlad does a gr8 job of delivering progress whilst controlling costs.

Love you Tillywhiz ;-)

One post from your good, balanced self helps silence the many manipulative ones from some of the unmentionables on here

Lets all pray - That IF (and its a big IF) that Mr India sells his Hemo shares...

I for one (and appreciate that some LTHs have other views) do not care too much right now about comms. When and update is ready, we will get it and I hope it will be positive. (Yes "Hope", this is groundbreaking science, there are no guarantees). I actually think we get some decent comms - Vlad has done some good interviews and we have had FOUR RNS this month - that's one a month and perfectly reasonable for a Biotech. (and we had more than 1 a month last year on avg)

I kinda gave up on this board a while ago - coming on here simply winds me up when having to read the likes from Mr India. Not a lot these days from some of the other handles known for de-ramping.

I remain as confident and excited as you JHFH.

SP will follow the science - and if people want to sell at these levels and we see a dip it only means I will get more shares for my top-up investments

I'm here to see the science develop and happy to be adding sub 2p

Come on then Mr India - have many have you sold so far today?