Member Info for HedgeHogarth

Part 1 of 2

I discovered a special company back in 2020 – It’s a small (Pre clinical) Biotech with Big ambitions.
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.
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 2022and 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.

Thanks Stu - all the very best with your investment and look forward to toasting the move into the Clinic

Nice post Stu :-) @15:42
You have gone up in my estimations - hopefully you will bring a more balance view to proceedings going forwards. You are absolutely right to share your concerns, but for balance it would be nice to here from you on what you think / hope will happen and the potential you see. Maybe even share your thoughts on what you think an appropriate mCAP should be when we kick off trials. Maybe, even a little more optimism in respect of CBR?

While it still pains me the amount of negativity you brought to this forum, at least in some very small way it facilitated 4 nice top-ups that i made this morning at sub 1.95p

And who are Hemo working with????

https://www.pennmedicine.org/news/news-releases/2022/march/penn-researchers-shorten-manufacturing-time-for-car-t-cell-therapy

(could not resist)

I'm back in - taken a small position and hope to add in the coming weeks

So sad to see the SP at this level - when i first starting taking an interest in YGEN the SP was 20p.

This is a nice little business and hopefully will flourish - it's had to endure some difficult conditions in recent years. But glad it has raised successfully and had a chance to put the last few years behind them

Au Revoir - I'm Bored of LSE again - it does not take much of the having to converse with the under-developed de-rampers

I will keep my hopes and dreams to myself and remain a loyal and patient shareholder.

Very happy with my average, very happy with my holding

Above all, fingers crossed that Hemo (and other promosing Biotechs) find the success to give hope to those who have little hope today when their Leukaemia returns or stops reacting to the current treatments, or when no bone marrow donor can be found.

I'll stick to Twitter and chewing the fat with my fellow LTHs privately.

If the share price goes below 2p again, I will hope that it is in some way connected to one of the derampers and I will gladly mop up a few.

You have to laugh at the De-rampers today - you seem to be very active. I wonder why?

Maybe you get your pocket money tomorrow and hoping that you don't miss out on rise here?

Pumpky - perhaps you should take a look at the analyls i shared on Twitter.

Shareholders who have invested shortly before or shortly after the two previous (BAU) placings have been handsomely rewarded.

The price action before, during and after the most recent placing is broadly in line with those previous two as well. So, at this stage nothing to suggest that anyone who invested shortly before or after this recent £4m placing will not be handsomely rewarded. Time will tell.

Attn - derampers (Stu, Pumpky and One2One)

You need to be able to provide EVIDENCE to back up your claims. Not just share your own Bull****

You are all fools who get sadly mixed up and confused between what is FACT (Reported by Hemo) and what is fiction.

It's no good making arguments on here that simply shows something is happening differently to what Poster x or Poster y said or allegedly said.

HEMO are working veryhard to take CAR-T into the clinic and we're in the final stages. END OF

Unless you have INSIDER knowledge of something that I do not know about, Vlad and the team are working hard to get CAR-T clinical. When th etime is right, we'll get an RNS to share that,

Absolutely NO DELAY

I refer to recent RNS from Hemogenyx - written just trading 31 days ago. Infact, from a Hemogenyx perspective, they have taken action to speed it up, not delay it.

Dr Vladislav Sandler, CEO & Co-Founder of Hemogenyx Pharmaceuticals, commented: "Shareholders are aware of the Company's recent progress in the development of HEMO-CAR-T and our CBR platform. I am pleased to announce this placing, which will enable the Company to progress with these two key product candidates. It is important that we move HEMO-CAR-T into the clinic as quickly as possible and maintain and consolidate our lead in the area of combatting existing and emerging viral infections using our CBR-based product candidates."

one2one - sadly, but not expected your response is disingenuous to a very reasonable response in which I offered support

Well done on your franchise - sounds like a good investment

I am not doubting your science prowess - it sounds like you have a stronger scientific background than i do
When i questioned your experience as an investor it was based on these two posts you wrote

"fair comment as im not a trader im here for the science i a wait the day hemogenyx science
patients go into remission... this corporate nonsense is a costly affair Atb"

HH....if you check with the print out the numbers tally according to my abacus + the red trades show sell & the blue. shows buys unless im color blind maybe "

So no, sadly I am not mystic meg in drag.

You don't have any reason to defend yourself. I am not attacking you. We are merely conversing on this board and I've challenged some of what you have said as I believe it to be either factually incorrect or we have a different view on something.

one2one - I'm not an unkind person. I wish you all the best- even more so if you are a shareholder in HEMO like i am. Happy to chat offline anytime if you have a genuine interest in Hemo. Some of your earlier post suggest you are not a hugely experienced investor.

I am not a ramper in my book; my definition of a ramper is somebody who is looking to "pump and dump" usually through manipulative means.

I can assure you that I'm a long term holder ; of course I'd like to see the share price increase. I'd also love to think that the time I spend on here or on Twitter helps, even in the tiniest of ways, have a positive impact on the share price.

But - I have never shared anything I do not 100% wholeheartedly believe. Most of what i share is either a FACT (as per RNS or something factual about the market or the industry)

I also share some of my "hopes" and "thoughts" on the potential here - it is always clear when it's the latter. e.g. I have no evidence that Hemo have applied for a Biodefense grant, but: (1) we have seen a picture of Vlad on the front row at the Biodefense briefing and (2) we have seen a number of Tweets from Vlad's personal Twitter account that suggest he has an interest in that space and (3) CBR ticks many of the boxes that seemingly deliver on the requirements laid out by senior figures in US Gov or more regionally ias part of the New York State Biodefense Commercialization Fund.

The latter comes from research which is what helps investors pick winners and stay confident in an investment.

Stu - If you are so sure that nothing positive is happening - i suggest you sell any HEMO shares you have and maybe find away to take out a short or a spread bet against them. But we all know you wont

I have every confidence that HEMO have had made LOTS of positive progress. As have many other companies who have not dropped an RNS for 8 weeks.

There has been no DELAY

I will concede that many shareholders were hoping that we will have seen an RNS by now. Shareholders are naturally very excited that news could come at any time to confirm the company has moved into the Clinical space. The half year report made it very clear that we are in the final stages, and some people seem to suggest that HEMO had hoped that February was a reasonable expectation. This does not constitute a delay - it would just suggest that HEMO are taking the opportunity to improve/refine/complete what is a critical, complicated, pivotal activity.

It MAY have already been filed for all we know - posting an IND submission is not something HEMO are obligated to RNS from a regulatory perspective.

But by all means, take a different view and dress it up as a delay - it's not a fact, it is not true but we both know that my posts are not going to stop you trying to sow the seeds of doubt.

As ever Stu you are WRONG

Dues IS due soon - the report and accounts WILL land no later than 29 trading days time - that will provide a huge update on all aspects of goings on at Hemogenyx and is fully audited

Also - Many shareholders suspect that Hemo may well be hoping for a Biodefense grant. These WILL be PUBLICLY announced in the next 20 trading days - so we will know if HEMO had or has not been awarded one. This is not howvere the main game in town, this is just a suspicion and not related to the Number #1 priority of getting CAR-T into the clinic

It is getting BORING, you constant rhetoric that something is wrong. I have no idea what you are referring to, but if something was that wrong it will have been communicated. You are simply making sh@t up to suit your agenda and try to sow the seed of doubt.

The only thing that has happened here is either the filing of the IND is taking a little longer than some shareholders had HOPED - it is not delayed as there was no formal date to submit, it is up to HEMO to submit when they feel they are ready and give themselves the best chance of a success - i remind you again, HEMO will put PATIENTS first here and in doing so are putting shareholders first too.

Please take your TOXIC posts elsewhere or better still, keep them to yourself. You really are just wasting your time.

My post are FACTUAL, yours by your own admission are just guesses - which are actually you just trying to spin a non-story.

GLA

To quote Stu - this is not AIMO - most is FACT

Fact:
Positive day for Hemo from an SP perspective - a rise when so many other companies went backward

Fact: news is due soon

GLA

Stop press - another cheeky 150k buy has popped up out of hours

A nice day for Hemo price action - dominated by buys and a move forwards.

A few more days like this and i think we can be confident we have seen the bottom ahead of news - remember, at worst the wait is now 29 days. I will eat my hat though if we don't get an update sooner than that

One2one - we've seen some poor de-rampers in the past on here - but I think you are giving them a run for their money.

You will also note how quiet the de-rampers are right now - I dont even think we got our usual cynical wake-up call from Pumpky today

I think that speaks volumes

Any attempts to de-ramp right now is like swimming against the tide

I'm 99% sure the 1.3m is a BUY - even if it was a sell, its a good sign to see the MMs let such a big sell go through at 2.12.

One2one - you are repeating your mistakes of last week - don't let the red fool you. You your logic - why would MMs take a sell at that price unless you saw that many shares bought today at a higher price?

Ofcourse the macro environment can impact HEMO - but you saw how it faired today - it was BLUE when the rest of the market is RED. Hemo has recently raised cash, so not a concern for them in FY23 and probably not a concern for FY24 too. Also, with them on the verge of a key transition in the Biotech world - pre clinical to clinical - this shre will be driven by it's own updates.

I correct myself it was 1 1.3m kipper!

Nice little 1.2m kipper landed shortly after the close.