RE: Great interview21 Apr 2021 09:30
Surprised to still see some sellers today at these rock bottom prices - Vlad did a great job to re-assure investors that:
(1) The SP reaction and Mint conversions is no more than a short term blip
(2) The company are actively working to bring about a conclusion to the finance that will be mutually benefitial to Mint and Hemogenyx
(3) The Global Co partnership remains in good shape - they did not take the option, but this was not becuase of the science. Vlad alluded to three reasons here - (1) he was not satisfied with the offer from GlobalCo (he does not want to be fobbed off with a pre clinical financial outcome, Hemo investors deserve more) (2) He's not keen to relinquish control of CDX to a GlobalCo with competing priorities and (3) Issues unique to the current position of GlobalCo
(4) He promised an update soon on CBR - previous updates have indicated this is a unique and very encouraging product candidate. Hemo are waiting to get absolute confidence that this can play a genuine role in treating COVID-19. Anyone thinking Hemo have missed the boat and that COVID-19 is over is deluded
(5) CART IND expected Q1 2022 at the latest - but company aiming to get tis sorted by the end of thise year.
The science is very much on track and remains as exciting as ever. The Mint Saga has not been ideal, but Hemo aactively working on a solution. Have no doubt that this time next year CAR T, CDX, and CBR will be in clinical trials.
I've taken the drop in SP as an opportunity to top-up and look forward with a high degree of confidence and optimism .
I'm sure the usual suspects on here will continue to be critical of Hemo and downplay the investment - but ask yourself why. Why spend your life posting to a bulletin board in which you are not invested to critise the company and consistetly try to play on people's fear. You'd think they would have something better to do..... unless of course they are here to encourage investors to sell and prospective investors to look elsewhere.....Food for though - hey....
A few months in the life of a stock is nothing - for all those buying at sub 10p, just think how much this could be worth in 2 years which is a more realistic Investors horizon....
GLA