Member Info for HedgeHogarth

I mean this with absolute sincerity - i have NEVER felt more confident and enthused as a Hemo shareholder as i do right now.

1. The SP is up 50% in the last few weeks off the back of 2 great RNS from Hemogenyx. It is RNSs that count, regulated announcements from the company considered to be price sensitive. PR is only good - if it come off the back of tangible price-sensitive updates from the company.

2. For the 1st time (that I'm aware of) in the 4 years I have been invested - we've have a new strategic investor on board. They are experts in the Biotech field, they know what they are looking for and they have completed considerable due diligence on Hemogenyx. This fills me with huge confidence and is an unequivocal validation of Hemo as an investment

Lots of rubbish on here about the 6p price paid - perhaps those trolls should do some research on Prevail. I quote from their website: " our selection criteria is complimented by our very favourable terms – we are seeking partnerships, not business deals, to improve the quality of life for patients and maximize benefit in society"

I do not believe that Prevail there are any significant "warranties" for shareholder to be worried about. If, as part of the deal, their were 'warranties' that would be price sensitive - Hemogenyx would have had to include them.

Further more, it is great to see the process they followed to invest in Hemogenyx; this brings new meaning to the word thorough and is one heel of a validation of Hemogenyx.

They focus on innovative medical technologies that are making their way through the development cycle.

Next, they apply our patented benchmarking libraries and analytics platform to:

(1) Compare candidate trial metrics to norms;

(2) discover risk reduction potential;

(3) accurately project cost and timelines.

Prevail Partners then performs a thorough FDA review process with the assistance of former senior FDA officials for the purposes of: (1) identifying potential issues and barriers to approval; (2) formulating complex strategies to enhance the likelihood of approval; and (3) estimating the extent of potential additional trial requirements.

The final determinants of suitability are 1) the securing of third-party market metrics to confirm the economic viability of the drug and 2) the ability to establish a fixed timeline for value creation and monetization.

Their entire selection process is made possible by the expertise lodged in a portfolio company of Prevail Partners, Prevail InfoWorks, Inc.. Their patented technologies applied to every phase of trials gives Prevail Partners’ investments an unmatched level of intelligence and control for their product development.

As an additional item, our selection criteria is complimented by our very favourable terms – we are seeking partnerships, not business deals, to improve the quality of life for patients and maximize benefit in society.

Mr India

Its fairly obvious that Stu will try an open up a debate on the reasons for an investment at 6p.

I certainly do not put huge significance on the 6p price and what the SP could be today. It's just a combination of a great validation of Hemo AND some other factors that benefit either Hemo, Prevail or both

I do not want to show you ill will Stu - but the facts are there

You are a trader (by your own admission)

You did seemingly threaten me

You are seemingly have not bought into the very compelling opportunity here (seemingly)

You only ever show up when you seemingly have something negative to say

Mr India - do you really want to hear his views? They will almost certainly be negative.

I'm sure we could all have a go at fabricating a scenario in which aspects of the very positive RNS have a devil in the detail

I'm out - I only had a small investment and I'd rather add to my "BIG BET" in #HEMO that have money tied up here. (Whilst all share have risk, I'm very well researched and have a much better understanding of its futre potebtial)

As some have said, ITS is a gamble, Big Risk, Huge Reward.

That said, If i do see this sparking to life between now and suspension - i may get sucked in ;-)

Stu - I will not be asking for a response from you. Why on earth would I encourage you to post, the person who has threatened me, admitted to being a trader and not 'invested' in the medium/longer term potential here. Basically, you find a way of being negative about everything. I imagine you are a bundle of laughs in real life.

There is no need for deep thinking or conspiracy theories

RNS 1 - FDA accept Hemo plan to lift Clinical Hold - some some (and i mean people like Stu and other trolls) suggested it could take over a year to resolve OR that the hold was serious enough that Hemo would never overcome it.

RNS 2 - Hemo announce strategic partner for CAR-T trials

RNS 2 - Hemo provide guidance on the timing of clincial trials - an 'expectation' that trials will start in FY23

RNS 2 - Hemo announce that strategic partner investing £688k in Hemo

I wont make a big deal of the premium that the partner has invested at - merely that they have invested is a good thing

Maybe I'm either mad, crazy or stupid - but I don't believe anyone could deny that this are Good RNSs.

The market seems to have agreed too

A matter of opinion?

Ok - what is your opinion.?

Do you think the last 2 RNS in quick succession were good news?

PS - I'm not a Vlad apologist. I'm a shareholder - with a respect of its CEO and team. If i did not, quite simply, i would not have invested.

Interesting times...

Still no RNS

I would have expected and RNS today if this was 'dead in the water'

The most likely conclusion I can draw is that things are progressing and they are using all the time they have before sharing update

I guess it is inevitable that this gets suspended at this point

With such a low mCap - there is potential to multibag here for those happy to hold and be patient.

Yes, there is a risk that a deal does not come off. Hence, why the potential reward is here.

GLA

Darwen68 - what a ill informed comment.

1 - Hemo have literally just released two good news RNS in quick succession

2 - There is still momentum here - SP has managed to hold onto gains. It is still 50% sinces the 2 RNSs

3. Traders are always going to be in and out - you can hardly single out Hemo

However, it's about the comment I would expect coming from a DKE shareholder

Davie B

It could be a number of explanations. In order of most likely:

1 - The amount bought and sold is just an estimate; a trade is cactegorised as a buy or sell based on whether the traded share price is nearer the bid or offer. It's fair to say, there will always be a lot that are mis-interpreted as a result

2. MMs artificially manipulating the price range to fill orders (buys or sell in theory)

3. MM games to make it appear the SP is heading down to encurage sellers

I really hope that both HEMO and AVACTA shareholders are handsomely rewarded.

@Saint - based on my research, Avacta drug is not a slam dunk yet. But the news so far has been great.

For me, I'm sticking in HEMO where the upside at this point in time (in terms of multiples of today's mCap) is bigger AND we are withing a whisker of what traditionally is a real inflection point for Biotech valuations

Good luck everyone

Pumpky - I cannot agree with you "no deal before Xmas = CBR not the holy grail"

That is ridiculously simplistic and naive.

(1) Deals can take months to iron out

(2) We have not had a CBR update for 9mths - so it is not clear at what stage it is at. It may still be beneficial for Hemo to do further validation in order to maximise the benefits of a deal.

Who know - but please dont start putting an artificial end date on these things

Moneysponge - pathetic

Avacta have gone past one the stage of announcing Great Ph 1 results - which is one of the biggest catalysts in Biotech

Yes, things are looking promising. But, when they atrt ramping up to 100 or 200 patients, it only takes a one or two adverse reactions to create a problem.

Statistically, even with good phase 1 results, a drug still only has about a 10-15% chance of making it. So still a LOT of risk in Avacta.

Question for Moneysponge - Did you want me to get started on the convertible bond at AVACTA. Shareholders here at Hemo are only too familiar with the dilution that convertible loans can cause. Based on the outstanding bond - my clacs suggest another up to 20% dilution for shareholders - not withstanding the impact on SP after each conversion. No wonder the Avacta share price keeps heading back to 100p

Suggest you stick to your own board

No probs Fukuro

Interesting thoughts - thanks for sharing

GL

2.3p is a good entry

2.4p in a good entry

2.5p is a good entry

Infact based on the 2 RNS that recently landed - anything below 4p is a good entry point

Fujuro - some good points. But in today's world, people can go short using spread bets etc. The feeling is that we get a bit of that from time to time. Traders have managed to grab the narrative - the good news for shareholders here is that Hemo have done a great job this month in wrestling back that narrative and I see no reason why we wont see a great rally into the new year.

GLA

Mr I

Patience, my friend.

This will come good - the ink is still not dry on a 60% increase. That's pretty good - and will always result in a little pull back

What helped drive that was tangible, undeniable progress: (1) FDA acceptance of Hemo mitiagtion (2) Strategic investment and due diligence into Hemo (3) Clear timeline - Hemo have stated their expectation that trials will start this year

We genuinely are in GREAT shape and good news will continue to flow in my opinion. There was lots of news stories on Hemo off the back of the last two news announcements. I expect a lot more when they announce the commencement of trials and hopefully that eagerly anticipated CBR update soon.

I am convinced that moving into the clinic WILL bring new investors on board.

And once trials start - we can expect early indications of the results at anytime given the real-time updates provided by Prevail.

Hemo is in a very different, significantly better place than 2 years ago

- Fab new premises with manufacturing capability

- On the verge of clinical trials

- Decent Cash balance

- Progress on all candidates

I expect we will still have lots of volatility to come on this share - but with each step forwards, those looking to go short of trade will find their pants increasingly stained with the brown stuff.... (apologies for vulgar, gruesome imagery)

Laughable from Stu and one2One today trying to double their pocket money.

They cannot find anything say negatively about Hemo that is true - so they are just making things up and distracting

I repeat:

HEMO have cahs for 12-18mth

HEMO expect to start clinical trials soon (this year)

HEMO have positive momentum - dont believe what the trolls and traders say - they just want in cheaper

Multiple news expected this year - some may accompany or form part of this week's interims.

GLA

Pumpky - their reported cash position did reduce by c£3m in H2

The two big factors were exchange rates - when their US reserves were translated back into sterling for reporting purposed this showed an c£600 adverse movement. Not one to worry about as they hold their cash in USD and this simply reflects a lower value dollar.

The other reason is they spent almost on fixed equipment as part of moving to new lab and setting up manufacturing capabiliy. Cash burn will have almost certainly slow down in H1.

Pumpky - HEMO had £2.5m cash as at December 31st 2022. Subsequently, it raised £4m at the start of February.

Assuming the company spent between £1.5m and £2m in H1.

That would leave them with between £4.5 and £5m at the end of H1 2023

Then add on the £688k.

My guess is they have c£5m in their bank TODAY

I have no idea which comes first or indeed if either are filled.

When Hemo release their next CBR or CAR-T update - it is conceivabe that the SP will gap up over the 2.9-3p one.

I have no view on any gap that sits lower than the current SP - if their are enough brave/crazy/stupid who want to go short or sell their shares now - I guess it could go there. Equally, the MMS may try a tree shake to mop up any Stop losses or weak hands.

My eyes are not on the gaps - they are on the development of Hemo assets and a share price of multiples of todays.

I agree, I also share your view Andrew that great things are in store.

And a sub 40p SP was just the entry point I hoped for :-)

With commercials (plural) deals to be announced in the coming days/weeks I don't expect this to go much lower - so safety first, I'm in :-)