Member Info for HedgeHogarth

Socialist...it was only a thought. With mCap so low, if you were management would you not be tempted?

I understand Charles - and that is Clearly Plan A for most holders (including myself)

But in the current market - it does no favours to Hemo when the company is not being valued anywhere close to their own perceived value.

Partnerships, collaborations etc are KEY for me as they embark on Clinical trials for CAR-T which will only get increasingly more expensive and CBR and CDX will be knocking on the door of trials too.

The alternative is to raising funds next year; where Hemo would want to be commanding a higher share price and a more condusive market for raising capital. Both are very possible - there are signs of money coming back into the bigger equities and in H2 I expect that to broaden out towards smaller Caps. As for the share price, If HEMO get CAR-T on track with CH lifted in H2 the SP could comfortably get back to something North of the placing. Starting Phase 1 trial with reputable partner, and further positive development on CBR would be the next catalysts. Then, what we all hope, is that CAR-T shows good results in Phase 1 which would be very positive for the share price.

If I was part of the Hemo Leadership team - I'd be seriously thinking about how to do a MBO.

Right now I'd happily vote in favour of 'anything North of 4p' take-out. Or perhaps a VC should look at this as an opportunity, if indeed HEMO is as undervalued right now as some believe.

STU IS A MANIPULATIVE SELFISH LOON WITH MULTIPLE ALIASES AND A FEW COUNTERPARTS

He DOES NOT get most things right. He ALWAYS pitches the worst case scenario - so IF something happens with HEMO which is not quite on plan - there is a good chance that it was also part of one of STU THE MANIPULATIVE's many negative and disruptive posts.

HE IS HERE FOR ONE REASON - HIS OWN PERSONAL GAIN - NO IDEA IF HE HOLDS SHARES RIGHT NOW - BUT HE IS ALMOST CERTAINLY "SHORT" IN A BIGGER WAY GIVEN THE TONE OF HIS POSTS.

WHAT HE SAYS DOES NOT IMPACT THE SHARE PRICE - BUT - HIS CONSTANT NEGATIVE DRIVEL HAS INFILTRATED THIS BOARD.

I think the best thing we can all do is FILTER him, One2One, Pumpky, CJ Sterling and Tuan for starters. That way, like minded shareholders can interact without sifting through all the predictable rubbish from the de-rampers.

I'm absolutely up for discussing the risks and challenges - but I want to do that in an environment in which i do it with shareholders of people with a open mind. I dont want to people to be part of that conversation who ACTUALLY want the share price to go backwards.

Message to Mr India - the facebook group is active, not as active as here for one reason; i banned you following member feedback and we dont have active derampers. Not a lot to debate right now until we get the next update from HEMO.

Message to Mr India - I am not close with Vlad. I simply exchange the occasional respectful message with Dr Sandler is kind enough to respond to with a short response which in no way has ever shared ANYTHING not already RNSd or in the public domain.

PS - When i said NOBODY knows - i clearly meant in the market, the public domain. Ofcourse HEMO and the FDA know.

GLA All

So - it is blatantly obvious that Mr India has sold. I'm not attacking you, I'm just questioning your contributions, it's simple made up

Bline

Trades executed nearer the bid price are typically RED

Trades executed nearer the offer price are typically BLUE

Trades executed slap bang in the middle of the bid and offer are typically BLACK.

I can 100% categorically assure you that the colour does not indicate whether a buy or sell.

To Margarita. It's a rookie error to rely on the colour of the trades to say whether a buy or sell. Some bigger trades are often not reported in realtime - this makes it more difficult for investors to immediately; late reported trades can also be

Hi Darwen,

I respect your view / take on the interview

I did not regard him as moaning - I watched ans listened t someone who is proud of what he and the team have achieved and confident they will succeed in the future.

He had to come out and comment after the RNS on Friday and investors were also desperate for him to communicate. He communicated what he could and confidently stated that he believes its a short term hurdle they will overcome

People get so obsessed with looking at blue and red trades - do people really not think that sometimes MMs will transact to throw people off the scent or manage their positions

Mr India - I'm afraid you are just spouting emotional drivel and figments of your own imagination

You have no idea what the make up of the shareholding is in terms of those with short term VS long term exit plans

The 3 or 4 people I have come to respect through various forums/interactions are LTHers i believe and remain confident in their investment.

I don't think it can be said to be 'sad' that people expected IND approval or additional insight in the interview. I was hoping to hear a bit more detail about the issue and assumed an RNS would land ahead of the interview airing.

Vlad IS stepping up and doing what is best right now - working hard to resolve the clinical hold. He WILL have a good idea of what they need to do - the FDA will have briefed HEMO on the key reason or reasons and he has stated that they are already working on a resolution.

It is NOT Vlad's responsibility to buy shares - he has about 4% of company, a large number of options and more to come.

Ofcourse VLAD has delivered in the last 4 years - the company have completed the pre IND stage of Hemo CAR-T, made significant progress on CBR in the lab and CDZ is moving forwards; AND, set-up a number of important partnerships and collaborations in the process. And hopefully a few weeks or months away from taking CAR-T into the clinic

I genuinely don't know what goes on in your head. It sounds like you have lost belief.

At least MMs are having a good day - although I imagine they read this forum so maybe not as fun a day as first stated.

Another battle won by the bears - which i guess was inevitable in a bear market

The bears have infiltrated this forum to the point at which it is almost pointless posting; I act alone, I have 1 identity and I have learnt that as much as I have tried in the past to engage and present an open, honest and factual - It's almost pointless.

Nobody really knows what exactly why the FDA placed a clinical hold, nobody knows how long it will take Hemogenyx to resolve it, Nobody is in a position to really assess the competition and think they can predict with any degree of certainty which methodologies will ultimately prove successful in improving current outcomes of those with AML.

Does anyone really think that the #HEMO team would flog a dead horse - successfully raise £4m, secure partners and working with the leading CAR-T centre of excellence (Penn university) . None of this would be true if Hemo CAR-T was not regarded and proved to have genuine potential to significantly improve AML patient outcomes.

The reality is that nobody knows - yet it does seem like it had teased out some weak hands. MMs still quoting to take 'millions' of shares off punters so they must have buyers

The mCap is now broadly where it was throughout most of FY22 - that was before the CBR Update in January, before the IND submission and before £4m was raised. How low can you go? When will next RNS drop - the FDA state the letter will arrive no later than 30 days, so it could be anytime in theory.

(BTW - I have made a big call - one I don't intend to share on this forum)

"No Opinion"

I actually agree with you Charles.

Most of my comments on comms reflects the domination view amongst pretty much all the other investors I converse with.

However, when the times are right I do want to see Vlad making a big deal of it

Having the patience and confidence to HOLD a share is tough, frustrating at times

For those who choose not to - there is always someone else who will

Those that do HOLD are very often rewarded - perhaps its easy to forget that in recent times where the BEARS have been in charge, but they wont be in charge forever.

Ofcourse there is risk - there is with any investment.

I worked for a very successful multi billion pound company for 15 years. A market leader. In innovator. When I was first awarded LTIPs the share prices was 22 EUR. The company has continued to perform well ever since. However, the share price of the wider group in which is is par of is now 4 EUR. Down 80% in value.

HEMO is now valued at £17m - a mere fraction of the value many companies that are at the same stage (or less advanced) than HEMO. They have at least three rolls of the dice with three clinical candidates. Vlad re-iterated today that CBR may well change the way in which we treat viral infections.

HEMO remain confident they will be taking CAR-T into the clinic as soon as possible, as do I. Partner lined up for Phase 1 trials, funding in place for Phase 1 trials and the knowledge that 75% of INDs are successful in Phase 1 trials.

And i cannot wait for the next CBR update - really excited to see where this goes and how HEMO find a way to take this forward.

Charles - I think the point of Sarah's questioning on Quarterly interviews was reflecting the shareholders' appetite for an increase in communication.

This could come from a number of channels:

- More regular Tweets from @Hemogenyx

- Website to be refreshed / regularly updated

- Interviews (more regularly than once a year)

- Shareholder webinar

- Biotech media channels - Magazines, Interviews, Panels, Groups, Conferences

- Investment media channels - Shows, Press,

Dr Sandler has been a regular at a number of Industry conferences. With 1.1bn shares in issue, and only c10% sitting with Directors, i DO believe that Hemo have attracted interest and new shareholders in the last 18months

Despite all the hysteria on here at times - the share price consolidated nicely around the 2p mark for most of H1. It is only the recent clinical hold that has dropped the share price. The trolls and doom-mongers were all saying this would be 1p before Xmas.

My play here is simple - Patience and firm HOLD (adding when and where i can)

(The reaction, as ever, to any whiff of bad news is overplayed; I tend to align with some of Dr Sandler's words today - this set back (size not known yet) will only embolden the company and they will work even harder to achieve success.)

There are a lot of krappy businesses out there - HEMO IS NOT ONE OF THEM; HEMO are developing a number of clinical candidates with huge potential and have evidenced significant progress in the last 12 months. That is why i invested, that is why i will stay invested and that is why I will invest further when the opportunity arises.

The IND submission would have been the best part of 1000 pages - a super complex document entailing 2-3 years of Lab work, Manufacturing, 3rd Party information and hopefully includes something that describes the mice used were no ordinary mice - they were Hemo Might Mice :-)

We know that CAR-T and AML has not been as successful as with other cancers such as ALL and Lymphoma

So the FDA has one almighty task on its hand - as custodian of human safety.

It is hard to quantify how complex the feedback or resolutions are - ultimately we'll judge it on the time in which it takes for Hemo to remove the Hold.

This is all conjecture - only HEMO are familiar with the full complexity of the IND and only HEMO can be the judge of how straightforward or complex they task will be to remove the Clinical Hold.

STU gets 95% of things WRONG but every dog has its day.

I also found it very strange and disturbing that literally the day BEFORE the clinical hold was made public STU claims to have sold half his holding.

I have mixed feelings about this....

1. I don't believe anything that STU writes on here. Why would I, it is always negative and manipulative. I have also done my research and notes tha he gets 95% of things WRONG.

2. It is worrying that a TRADER like Stu makes such a claim so close to an RNS. I'm sure that it is the sort of behaviour that the FCA would want to take a look at.

I do not remember you making the big call right when HEMO went from 1.4p to 4.1p in January...

You and your cronies have been saying Hemo will be at 1p...it stayed pretty solid close to 2p for best part of 5 months. The recent drop was almost inevitable given the RNS Friday.

Big day today, Vlad will be providing the clarity and answers that shareholders are looking for in respect of the next steps for CAR T.

I do not normally sink to the levels of some and make share price predictions, and I'm not going to now.

I am very confident that Hemo will commence human clinical trials with CAR-T. It would be great if that started in 2023, but if it's 2024 the so be it.

I do expect it to be clear in 2023 that Hemo will be going clinical and the SP will be nearer 4p than 1p.

STU THE MANIPULATIVE

Wants everyone to think that Hemo CAR-T that has not even been tested on humans is danger of becoming obsolete because of a potential short delay....

Unless STU is Mystic Meg (more like Sceptic Peg) this is like someone trying to predict which twin will pass their driving test first on the day they are born.

Firstly, it's is STU THE MANIPULATIVE opinion that their are superior candidates to CAR-T. He is only making that case on speed alone. There is nothing to say that Hemo cannot hone their manufacturing process to speed their own processes up in time as trials progress.

Like Hemo CAR-T, these other candidates are at at early stage of development. It takes YEARS to complete all phases of trial. The outcome for patients with AML are poor. So do you really think that Hemo CAR T that has proved SO PROMISING is the lab on fully humanized mice (with human immune systems) will not go into trials because their potentially may prove to be something better in 3 to 4 years time of it makes it through trials. The chances of a candidate getting through all phases of of trials is something like 20%...

Keep trying STU.

The MMs we're quoting for 4m shares yesterday - they must be trying to fill some very BIG orders

AIMO

STU THE MANIPULATIVE

You like deciphering RNS: you spread fear, uncertainty and doubt by focusing on a few words and mix in whatever else you need to get n order to serve your agenda.

Luckily you make it very easy for us to see through you.

And to play you at your own game. It is great to see you sign off each post with AIMO. We have a history of your opinions and I think the 2023 record shows :

Stu Correct 2 (times)

Vs

Stu is Incorrect 20-30 (times)

FACT

@barneyboysrb

Interview tomorrow, imagine podcast later tomorrow or first thing Thursday

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