Member Info for HedgeHogarth

Today Mr 10k looks like he /she has turned into Mr 4.4 k+ 6.4k

Some interesting £10k buys went through today...

This is still very much the calm before the storm...
Hopefully we will see a number of days like this with each day closer to news - with the occasional frenzy
News can land anytime - the Eli Lilly probably not for a few weeks but could land anytime from end November (IMO) , but could be other news sooner. (e.g. CART, C-19)
I imagine a numer of investors are on the sidelines, trying to time their investment right. For me, I'm happy being fully loaded here and I can sleep at night not worrying that the news could come before my position in in place :-)

I bought back in on Friday at 4.2p. After a bit of consolidation I believe this stock is ready for another push upwards as we approach year end

Love the new marketing campaign, the timing is impeccable as we are about to move to online again for these type of purchases. With record highs in the property market, I expect a lot of People to be buying mattresses in the run up to Xmas.

Lunus,

Equally, I'm a small time private investor and not ramping or deramping

I see this very much the same as you.

Thanks MLQ :-)

Any chance for a less cryptic update (pretty please)Is it being suggested a boat is arriving to take KDNC Ironore?

Very early on, it was announced ny TILS that with T+2 settlement it was their belief you needed to hold shared COP on Tuesday 27th.

For me, anyone leaving thing beyond then is playing a risky game. Share are a long term play, not a short term one and therefore no reason to leave to the last minute.

Investing is not childs play, corporate actions can get tricky and we are all advised consistently to take professional advice.

Shuggy - I am doing exactly the same....

Just taking ages to transfer as I'm moving in species...

Very confident this will hit 30p, but knowing how soon is another ball game. The only facts you have is what the share price is NOW, anybody's guess as to how much it will be tomorrow , next week, next month

One thing i can guarantee, is that i WILL be (significantly) invested when it does hit 30p.

Roley - Not so sure, I see some of these SMall Caps as a little more immune to the global market conditions.

This business has a small numbe of staff, working safely and continuing through the pandemic. The SP is more driven around key milestones and the risk is more company risk than market risk IMO

Asleep - It's rare to consistently get in at the bottom. It's all about momentum here, at the moment we have some downward momentum, but already seeing some canny investors pick up some 100k chunks at a decent price. News can land at any time between now and the 31st December that could see this SP at multiples of what it is now.

My average is 11p - would love it to be lower, but I have been confident buying these at all levels.

I'm trying to sray really objective , I really am. However for me, I'm happy to hold long term and can only see significant opportunity here. I will also add more when i get some more cash

I

Nothing is stopping multiple extentions...

Highly unlikely I'm my view though, this is only a 4 week extention

Posters, with an agenda to see this SP slide, will continue to create confusion over the Global Co and the timing of the agreement.

Both however are very clear:
ELI Lilly are GlobalCo for mice, CDX and Lupus.
The extention ends on 31 Dec, not 3 mth after.

I'm in for the long haul here, I added yesterday and i added today (yes, it would have been lovely to have waited til today to do all my adding, but sh@t happens). I'm hoping it makes me a wealthy man one day and in doing so Vlad and team will also be saving lives

If an any doubt, i always come back to this paragraph from the H1 Results update:

Commenting on the Outlook for Hemogenyx Pharmaceuticals, Sir Marc Feldmann, Chairman, said:

"The Board is very pleased with the progress being made with the development of CDX bi-specific antibodies and the development of CAR-T technology for the treatment of leukaemia, as well as the potential value that can be created through the Company's updated humanised mouse model. The Company's efforts to combat the COVID-19 global pandemic and other viral pathogens are of special importance. The Board believes that the Company is well advanced on the planned development steps for its CDX antibodies, and will provide further updates to shareholders as we progress toward the completion of our collaboration with GlobalCo and enter pre-clinical development. In all, the Company is on track to achieve the inflection point in its development to which I referred in the 2019 annual report."

Scenario 1 for me

99% sure the extention to the end of the year is an extention to the period in which Eli Lilly need to committ or it will leave the way clear for Hemo to commercialise.

The previous agreement ended on 1st Sept - so we were already in the 'business' end. (otherwise we'd have found out sooner about an extention)

The H1 results alluded to the prelim discussion on the licensing deal.

Spurs probably out - they usually disappear before the Final and where the trophyies are handed out

I topped up in the 11s, 10s and 9s

Put yourselves in the shoes of Vlad....

If Eli Lilly wanted to acquire Hemogenyx - what is an acceptable price, one that you would recommend your shareholders to accept?