Member Info for HedgeHogarth

Micky - I can only speak for myself, but i think it's very likely there will be things of interest

Vlad had not shared much publicly outside of RNS in the last 12 months - so whilst we have had some regulated updates, we may learn more about the progress Hemo made in FY22. Also, they may articulate some of the FY22 performance in a slightly different way they may proved better context.

I'm also hopeful that the "Post Period activity" and "Outlook Section" will provide some answers to some of the questions I have.

Once the results are out, i also expect Vlad to do an interview or webcast - hopefully ahead of AGM.

Having followed Hemo for over 3 years now, I think there are at least 6 types of people:

1 - Those who believe in Hemo, they believe the science, understand how undervalued the share is right now, recognise the significant progress and development

2 - Those who have a formed opinion of Hemo, rooted in one or two historical occasions where Hemo have not delighted the market (Mint Funding, Failure to secure big commercial deal with Eli Lilly, perceived delays) They no longer want to see Hemo do well nor do they trust Hemo to do well

3 - Those that understand that there is a huge and significant opportunity with Hemo. They understand how smart the scientists are. However, they are know how to spread FUD to try and manipulate the market to secure great entry points. This group invest significantly when they think the time is right.

4 - New investors who want to be in the number 1 camp - but are a little wary because of the FUD spread from groups 2 and 3

5. Those who take a balanced view - they hold Hemo, buy are waiting for further progress before they have the same confidence as group 1.

6. There is a 6th group - those who were in number 1 camp, but a little frustration as started to creep in. This is a group I will not join - investing is not for the weak, the feint hearted or the easily board and distracted. I've done my research and I understand the risk/reward ratio.

Unsurprisingly I am in Group 1 - many others have not regular contributors on this forum - but are still there, i can assure you
Group 4 and 5 are the biggest
Groups 2 and 3 are the loudest
And to the 1 or 2 in Group 6, I suggest you re-read the RNS and hope you remember why you were in camp 1 and head back there. Nothing worse that folding a winning hand.

and if that is not enough to feel positive as a Hemo shareholder...

Go and check out the forecast for the CAR-T market in the next few years...

Hemo hold ALL the card

Cash - Tick; Coming into FY23 they were fully funded to (1) Take CAR-T into Phase 1 Trials and (2) Make further progress on CBR whist seeking non-dilutive partnership models. Then, the bonus, an additional £4m raised at a 100% premium to where the SP traded through FY22 , at a well documented 'difficult' time to raise which bolsters their bank balance and means they do not need to raise again until probably H2 FY25 at the earliest.

Clinical candidates / assets - tick: Hemo have abundance of riches here. They have three key candidates. CART-T on the verge of clinical trials, CBR a potential ground breaking platform showing awesome results in the Lab and currently being tested against the most dangerous live viruses to humans in US Government facilities. And not forgetting CDX - another clinical candidate jointly developed with Eli Lilly; but Hemo purchased the worldwide rights.

Market - tick: The overall market has been in the doldrums and Biotech has been in the doldrums. Lots of news out there demonstrating that Biotech is emerging from behind a dark cloud. Lots of M%A deals already this year and lots of optimism.

Good luck all
You have to be in it to win it

The Winner is always part of the answer.
The Loser is always part of the problem.
The Winner always has a program.
The Loser always has an excuse.
The Winner says, "Let me do it for you."
The Loser says, "That's not my job."
The Winner sees an answer for every problem.
The Loser sees a problem for every answer.
The Winner sees a green near every sand trap
The Loser sees two or three sand traps near every green.
The Winner says, "It may be difficult but it's possible."
The Loser says, "It might be possible but it's too difficult."
Be a Winner

Stu...you continue to strike me a a very negative person.

You try and make your post stay credible, but you break your back everytime to fit in a negative word or connotation.

On this occasion you decided to state that no update on CAR T will mean there is a "problem"

It's hypothetical - I can guarantee there will be an update on CAR T. But nothing will stop Hemo starting clinical trials now IMO, the absolute worst case is that the final IND prep just takes a little longer - all the big hurdles already overcome

Omg...

Another one to filter and turn into a green box

I thought you claimed to have lost faith ages ago!

Prize for most pointless poster

I agree and I am very very confident they will - They have been very clear and transparent on the progress with CAR-T since July last year and I am sure this will be no different this week in the report and accounts.

My confidence has not slipped at all Stu I remain very confident
I'm just trying to ensure i remain objective - None of us can predict the wording of the RNS or the exact timing of an IND submission.
The reality is this:

- Drug development is complex and takes time

- Hemo have been working on CAR-T for many years and we are a whisker away from moving into clinical trials; HEMO told us that the last step was the manufacturing piece and they have subsequently confirmed that the manufacturing stage was completed successfully and qualified by 3rd party as meeting all FDA requirements.

- Hemo have not yet communicated whether the IND has been submitted - it may or may not have been.

- Hemo HAVE to release an update this week as per FTSE regulations of their annual report and hence will be obligated to provide an audited status update on all their candidates.

- I am very hopeful and confident that the RNS this will be a good one - but because the timing is forced upon Hemo - there is always a possibility that news that is forthcoming and a whisker away may not quite be ready to share. Time will tell, but this is all just conjecture

Good luck all,

I hope so too
I have nothing other than trust and interpretation of RNS to say ith will be good
Equally i have NO reason not to expect a clear update
Im 80% confident we will will not be disappointed
If the update is not clear, whilst it will be disappointing, it wont be the end of the world for me as I'm in this for the long term. I;m sure if there was an issue it would be a small blip and overcome.

Agree - if there is no clear update on CAR-T, i think share price may and probably should fall.
But the chance of this are like 1% - Hemo have provided 8 clear and coherent updates through the "final stage"
They will provide an update. Hopefully it will be very clear when will or when was the IND submitted - and when do they hope to start clinical trials

I do think there is the potential for other news as well that could have a very positive impact - it may or many not come in the results. A great CBR update would demonstrate great progress, a update on non-dilutive funding or partnerships would be great progress.

Clearly a seller here - any ideas who? Private or institutional?

Good luck Barbershop
Hope you optimism on the grant is well placed
Im staying firmly neutral - It's a bonus for me. The only show in town for me is moving to the clinic with CAR-T
But - am keen to understand HEMO plans for the £4m cash injection, their cash position, an update on CBR and when we can expect to get progress updates on Ph 1 trials for CAR-T

I still have everything crossed ;-)
It could be a great week
My Hemo T-Shirt is on and not coming off until RNS :-)

An embarrassing number of green boxes
So barring what would be surprise RNS today - it looks like next week will he #HEMOtime :-)
I'll give my t-shirt an iron in readiness

O-Blue

6 days now on which it can fall, 6.5 if you count today.

My guess is next Thursday but could easily land sooner or land on the final trading day of April.

Very quiet day for Hemo

Looks like everyone has their position taken and just waiting for the RNS to drop and hopefully bring us the news and progress we are hoping to hear

Good luck everyone

Fingers, toes and testicles all crossed ;-)

Stu
All i am saying is SAFETY is the number 1 priority - so don't try and hoodwink us all that it's an issue.
The CAR-T cells have been certified in meeting the FDA requirements for safety
Phase 1 is ALL about safety; Early Phase 1 trials are focused on safety; an opportunity to optimize dose, regimen, indication, regulatory path, and potential combination partners

Your posts appear to fall into 1 of the following categories:

1) You are over analysing - putting too much emphasis on every word. If you go back to July, Hemo clearly stated that after the "model" / practice / test runs they would then conduct 3 MANUFACTURING runs. So hence, RNS 8 months later makes is clear that MANUFACTURING stage complete - ensuring safety is part of that process.

2) You are deliberately trying to create fear, uncertainty and doubt. Even bordering on suggesting you know better than us

3) You have insider knowledge - If this is the case I'd suggest you be very careful sharing on a public forum.

The reality here - is we all have to wait a little longer. Be that hours or days (up to a maximum of 8 working days now :-)

Correct - we have heard very little from Vlad this year and i expect that to change soon. I expect (i don't know) Vlad to do an interview or webcast in May/June following results.

As for the pic - I think you are referring to a pic that predates the Mint financing and almost certainly predates the point at which the likes of Craig Aurier etc were exposed as dodgy

HT - Tell me, how are Whitbread (WTB) or Card Factory (CARD) doing. What's going on there at the moment. I think you'll find that they have not share an update with the market since the 1st week of January Their investors, just like investors og Hemo will get an update in April as part of final results.