Member Info for HedgeHogarth

A few random thoughts from me :-)

- Share price at 3.65p - up 65% YTD - the steady consistent upward trend thet LTHers have been craving for a while

- For he majority of Hemogenyx (and any other company) shareholders the world does not start or stop at this forum. Regular vistors and posters to this forum are very much in the minority

- I think there was a lot of buying today and the SP went up - so I'm very confident in saying that buys outweighed the sell

- The SP price performance for many who have bought shares in the last 3 years has been fantastic - I would not criticise anyone who ay have chosen to seel some or all of their shares in the 3-3.7p range. Som may feel that the clincial hold removal is now priced in OR some may not be anywhere near as researched as some on this forum and have hot their own personal targets. Good investors always have an exit plan - for some that may have been 3.5p

- It's written in the RNS, clear in the report and accounts and has been well discusse don this forum that Hemo need to raise soon. My persaonl 'feel' is that they have funding that will seem them through the quarter for BAU. My personal belief is that news of fundraising will follow shortly after the news that the clincial hold is removed and the raise wll be at 6p or higher from strategic investors. However, the alternative scenario is a discounted placing simeilar to those that have come before, this may feature on some minds.

I am 80% confident that the RNS on CAR-T clincial hold removal will land next week - it shoudl be an exciting week.

Good Luck everyone

DYOR

Impatient investors DN NOT get rich - simple as that

Anyone buying shares here since mid December has no reason to sell - nothing has changed. And about 70% of the shares are in the same place they were 2 years ago with the same people.

I see the trolls are regurigtating the same rubbish - it's absolutely pathetic the attempts and critising the CEO for his ambition. The company floated at £200m - the US growth opportunity, the Corporate opportunity, the Kiosk opportunity are all growth drivers. I would be more concerned if MusicMagie had a CEO that said he was aiming for a £300m mCap.

And with fair journalism in mind - he actually said £1bn withing 3-5 years.

Very few people on this board or anyone else would critise Steve - most people are incredibly respectful; he's a very successful, popular entreprenuer and leader.

As I have said before - he is not the tfirst and won't be the last to set themselves an ambitious target for their business.

I wonder if Norttherner and Robswire will show the board some respect and come back and post if/when this share price is at multiples of today.

GLA

What a pleasant surprise - not the RNS we all expected to come next but a very welcome one.

2 nice points validate by the CEO:

"This is a significant addition to the patent protection for CDX which remains one of our key product candidates for the future. "

[This reminds us that whilst CDX may be 3rd Priority - it is still very much alive with great potential and a genuine asset of value to the company]

"This also solidifies our Company's position as a leader in the area of conditioning bone marrow transplants"

[Nice to have the market context - Hemogenyx are market leading on a better way to condition patients for bone marrow transplants - in a safer and less toxi way than the current method)

I feel it coming, i feel it coming babe

The Weeknd and Daft Punk could not have put it better

By the way - I'm very happy with my new iPhone. It is in great codition and arrived about 16 hours after i ordered. I'm one very happy MusicMagpie customer. Hoping to make it a double and becoe a very happy Music Magpie shareholder in time... :-)

@the Accountant

They are a regulated RNS whilst in the 'offer period' to show some transparency into the transactions that are through Shore Capital - MMAG's house broker.

They ARE not anything to do with MMAG buying or selling

Nice £16k delayed buy just printed :-)

I find it hard to beleive this is being shorted tbh

I expect it is just profit taking for those who are up

or

Some LTHers taking some of the table at a decent price (releative to where it has been for a whil)

or

Its MM games to tease out some waker hands ahead of the RNS

The triple digit rises on BOIL and HE1 have come of the back of an RNS - the volume that a good RNS attracts is reminiscent of what it was 4 years ago. The volume and size of trades on both HE1 and BOIL have been insane.

Depedning on timing etc and quality of RNS - dont be surprised to see something very similar happen here

It's not 'hope' Josey - it's logic

I dont really care whether ther business is demmed to be worth £20m, £30, £50, or £100m

But I do know that it is worth a lot more than £10m

As for the TR-1 - Watch this space - having read some of the very complex, legal text in the takeover manual ther eare lots of scenarios where exemptions are allowed

There has been a LOT of buying in the last 2-3 weeks as indicated by the increase from 2.1 to 3.35p (and did hit 3.7p yesterday)

Not all the red trades are sells as you know

Some of the bigger buyers have been buying in bigger chunks and they often get reported late.

Take a look at the chart - its very nice and a genuine uptrend with higher highs, and higher lows since mid December.

The chart would suggest this could temporarily dip back to 3p, but the rNS could rop at any time which, if good news, should leave 3p for dust

Moniman

The directors are assumed for 'city code' purposed to be in concert with the founders

That means their combined share holding is very lose to 30% which could potentially make then obliged to make an offer to the othe shareholders

16m shares (15% of the compnay) have got new owners. So far we only know where 1m of them have gone.

I dont buy for a moment that of the other 15m sold - that nobody hase taken more than 1m

There has to be someone who is acquiring who has been afforded some special dispensation from the Takeover panel so that they have not had to disclose yet.

Time will tell Girdz - the mCap is very low and IHO the compnay has turned a corner.

I've always been a fan of the industry

Looks like someone loading up at 0.6p.

Me too....

I put a lot in at sub 1.5p which made up for the money i put in between 5 and 10p

'all these randoms'

All two of them! LOL

I bought BIDS when it was much lower in a Fantasy Shares Competition and have been tracking them closely. So I have bought in today as I'm bullish about the company, the sectore and looking forward to an update that i expect to land in the next week or so which should provide details on their 2024 plans

I ordered a new phone yesterday from MusicMagpie - It will arrive between 8:30am and 12.30pm

Bought myself an Iphone 13 Pro Max in 'very good' condition.

The day has started with some MM games i see - two buys come in and the MMs then drop the ASK to 9.5p to make them look like sells.

I completely ignore the price changes right now. You saw that on Monday the SP was dropped to sub 9p allowing PIs to buy at c8.7p. Suddeny the next day you have to pay c.9.5p.

Most of the shares are in the hands of holders who have held since the SP was c£2. All these 1p changes are immaterial and irrelevant for most of them. However, the drops tend to creat a bit of panic in the private investors and some will sell as a result - paving the way for those with deeper pockets to pick up shares on the 'very' cheap.

I have a feeling that February will be themonth that we see things start to happen - there has been a lot of volume changed hands - about 15% of the company has changed hands.

My buy is showing up RED at 0.53

All the 0.53s are buys i think

Looks like the 0.6 was printed to make it look like the 0.53 are sells

There is a lot to like about this company

Whilst not without risk, the compnay has 3 very exciting clincial candidates with huge commercial potential.

Plan A is to take the lead candidate into trials - if results are good, i expect Hemo to license it to a big Pharma to take into Stage 2/3 trials.

Hemo would then use the funds from the above deal to devlop CBR which is uniques and could change the way in which the world tackles the most dangerouse viruses known to humans. (Aids, Zik, Ebola, Covid, Influenxa etc)

Hemo are down to their last £1m in the bank and Clincial Trials do not come cheap.

The biggest and best news that landed in the last year was a 1% Startegic Stake that Prevail Partners took in the business. They paid 6p a share which represented a 240% premium at the time. I cannot emphasis enough the extent, breadth and depth of due dilligence they undertook before making the investment. We now believe they have been working across the world of Biotech investors as the Lead to provide the next bog tranche of funding that we hope will swiftly follow the news of the clincial hold being lifted.

Please DYOR

GLA

“Meanwhile, the Company is conducting in vivo tests to demonstrate that CBR could be used against infectious replicating SARS-CoV-2 virus, including its recent dangerous variants. These tests are being conducted by athird party using a biosafety level 3 ("BSL3") facility that belongs to a government-owned institution”

“It is important to note that this work has not detracted us from our primary focus” (Getting CAR-T into the clinic)

The CEO & Co-Founder of this company commented: "We are pleased now to be announcing further exciting developments in our CBR platform. CBR is a ground-breaking new approach to treat existing and emerging viral infections as well as potentially becoming an effective new form of cancer treatment. On the viral front, its potential ability to treat a very wide range of viruses give it the potential to revolutionise the treatment of viral diseases and even to become the means of counteracting biological warfare."

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It’s now 1st February , 2024;

Share price is currently @ 3.35 pence – valuing the company at £39mThe company released news on 23rd March confirming it had completed the final step required to submit an IND into the FDA for it’s lead clinical candidate CAR-T; with the formality of a final refinement of the paperwork the only thing left to complete.

Hemogenyx are now on the brink of achieving a momentous Biotech milestone; taking their lead clincial candidate, Hemo CAR-T, into Clinical Trials

They entered the final straight in the July 2022 when moving into new premises - a bigger, better 'state of the art' Lab providing the facilities to manufacture CAR-T themselves (and save £millions in doing so vs using third party)

Seven RNSs later, 5 of which charted the manufacturing progress and 2 communicated the critical new appoinments of "director of quality' and 'medical director' the company filed its IND with the FDA in May 2023

Sadly, it was announced in June that the FDA had put the IND on hold due to a single issue that turned out to be 'splicing caused in the manufacturing of the lentivirus.

Vlad and the team have been using AI successfully in their pre-clinical studies. This allowed Hemogenyx to identify the issue before it was formally communciated by the FDA

Since then, (1) the FDA Approved the plan presented by Hemogenyx to address the splicing issue, (2) The lentivirus has been remanufactured with a change in the process that successfully resolved the splicing issue and (3) A full and final'end to end' manufacturing run was completed successfuly having been tested by Hemo and a third party

Hemogenyx submitted a "Complete Response" to the FDA on 15th January 2024; the FDA will communicate their decision within 30 days

Therefore we all remain on tenderhooks for the pivotal RNS that we hope to confirm the FDA has lifted the clincial hold - it genuinely could land any time now between 7am and 6:30pm on trading days - and no later than 13th February (so a maxium of 8 sessions)

It's taken 12 month longer than we all hoped to get to this stage - but in that time Hemo have made significant progress.

The company also released news this year on another of it’s clinical candidates; Here’s the headline update given by the company:

“made significant progress towards the practical use of its Chimeric Bait Receptor ("CBR") platform technology, designed to program immune cells to eliminate viral infections by destroying the viruses that cause them. The Company's scientists have identified a target protein that can be incorporated into a single multipurpose CBR-based therapeutic capable of treating multiple viruses that belong to different viral families, instead of having to make a separate CBR construct for every virus. Among them are Dengue, Ebola, Marburg, Zika and Chikungunya. These viruses are among the most dangerous to humans, causing serious and often fatal diseases, and for which few effect

I discovered a special company back in 2020 – It’s a small (Pre clinical) Biotech with Big ambitions called Hemogenyx Pharmaceuticals

It continues to amaze with it’s science – I don’t recall one occasion in three years where the science has disappointed

During this time, It has been working on three different clinical candidates:

Two of which aim to provide a much needed treatment for patients who suffer from Acute Myeloid Leukaemia (AML). Every day in the USA alone, 70 people are diagnosed with AML and 50 of those unfortunately die of the disease

The third, whilst exploring a solution to COVID-19. this company has devised a way to not only eradicate COVID, but it also has proof of concept to cure every virus it has been tested against so far: Dengue, Ebola, Marburg, Zika and Chikungunya

Just to recap – the company has not encountered any material backward steps in 3 years from a science perspective – all three clinical candidates are moving forwards positively

The market value of this company increased from £10m to ‘over £60m’ in 2020; Long term investors, Traders and probably small specialist funds all took interest.as it announced it would aim to play a role in combatting Covid.

The current market value has been impacted by a regrettable funding event in November 2020. A £60m Convertible Loan agreement was entered into with Mint Finance; The company were led to believe that this was backed by long term investors with a genuine interest in the company. This proved NOT the case; Mint choosing to convert immediately on multiple occasions in the following 6 months - flooding the market with new shares.

The company TERMINATED the entire agreement in May 2021 – just 6 months later. However, it did provide enough funding to prioritise it’s lead clinical candidate; enough to take it through Phase 1 trials – and avoid the necessity to raise funds for up to 2 years. Therefore, it is now consigned to history and no longer a concern for investors.

Throughout 2021/22 the market value of this company was in the region of £10m again – valued at little over cash; Significantly misaligned to the market value that long term investors attributed to this company.

The share price sprung back to life at the end of 2022 and into January 2023. The market value increased from £10m to ‘over £35m’ in January 2023; buoyed by . The material re-rate in share price presented an opportunity for this company to raise £4m in a difficult market – the raise was conducted swiftly and efficiently at a share price +60% higher when it raised fund to terminate the Mint agreement.

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