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@cocoshunter why don’t you vote Vlad out ? Better yet, guide the company to success yourself.
Do you think that if hemo had $400M things would go much faster and the company were more stable?
@121
Insilico received $401M and works on this drug since 2020 (patent filed).
https://www.crunchbase.com/organization/insilico-medicine
I have no clue how many runs will be needed. I am not even sure what “runs” you are talking about.
@one2one the drug from Daichi (quizartinib) targets FLT3-ITD mutated AML. These are 25% of all AML patients. This drug reduces mortality of these patients by 22%. This drug cannot be used on its own but only in combination with standard chemotherapy. Science does not really move on far in this case.
@Guiness25 Vlad did not ramp on Twitter, Hemo issued an RNS, Vlad did not raise, hemo raised. If you do not like Vlad, vote him out.
Don’t you understand that the real traders sit in small brokerage houses (stu485 including)? They are playing you all and are taking advantage of all of you.
@stu485
rNPV is a deficient way to value biotech. Unfortunately, it is the best we have.
I would estimate that HEMO’s CAR-T rNPV value today is somewhere between $100M and $150M
That is considering 20% market penetration and 30% discount rate and 7 years to registration ( an overkill).
@121
Do you need a potion against verbal diarrhea?
KYMRIAH was the first CAR-T targeting CD19 approved in 2017 (Novartis). Then there were Kymriah and Tecartus that also target CD19 . There were never approved CAR-T that targeting CD33.
CAR-T is not a drug, it is a method. Every CAR-T is different and the main difference is the target on the cancer cell - a protein that a T cells programmed with a specific CAR is using to kill that cancer cell. CARs differ in their structure and antibodies that are used to bind to a target such as CD19, CD38 etc…
I suggest you either learn what you are talking about or shut up.
Since then,
@one2one
This is CAR-T targeting CD33. This target never worked to anyone. It did not work for 2seventy bio either.
This target has nothing to do with Hemo Car-T. Hemo targets FLT3.
Also, TSVT is $0.5B company on NASDAQ that raised more than $315M since 2021 with $170M round last year. It burned $254M in 2021 year alone.
DYOR before writing. Otherwise you sound like a fart under water, my friend.
Be “fearful when others are greedy, and greedy when others are fearful.” Panic, desperation, accusations - all tells me it is time to buy.
Well, well, well. Most punters are gone - time to buy.
I am back and have to say that I was happy with Vlad’s interview. It was calm and to the point of giving enough info and projecting optimism. I have a feeling that whatever needs to be done to satisfy the regulator will be done this year and hemo’s CAR-T will enter the clinic this year.
Competition: it is good to have it because its existence shows validity of Vlad’s approach. No serious drug or treatment exists in singular.
Stu,
JHFH is right. Unless the FDA places Hemo on clinical hold, the company can start clinical trials 30 days after their IND submission. The FDA may ask questions and request clarifications during 30 days review period. If it is not satisfied with the answers or does not get such answers, it can put the company on clinical hold.
@one2one Hemo-CAR-T does not target CD19. It targets FLT3. Read their Annual report that has just been published (page 10).
Repeat from the previous post that had typos.
Your posts are speculation and NOT facts because you cannot show where you got “the facts” from. Show us the source please.
@hereforhemeo
You posts are speculation and facts because you cannot show where you got “the facts” from. Show us the source please.
Tweets from Vlad are something he imagines or wants or thinks, interested in or saw overnight in his dreams … who can tell! Based on what is written in the header of his account, tweets have nothing to do with HEMO. If you take it straight, all written about these tweets is speculation on the part of those who read and interpret them.
@justhereforhemo
I would suggest you gripe up to Vlad, not to myself here. It would also help to everyone holding stock of HEMO not to be mislead with speculative pronouncements.
All these tweets and pictures are pure speculation. Also, the link to NY State grant says that it is NOT “free funding” but that the awardee would need to match funds above $2M. Do you think HEMO should divert funds from clinical trials into a grant? That would be “prudent” indeed! DYOR (I mean it ) before writing such nonsense about “free funding”, prudent Vlad and the rest of your trashy posts.
@HfH I have no clue why anyone would or would not do something. The problem with your posts is that you state things as if they are a matter of fact, when they are not. Stop confusing people. If you know facts lay them out. Otherwise, keep silent please. Assumptions and guesses do not help anyone here.
Could someone explain what bio defense grant is being discussed here? Has HEMO announced it had applied for a grant? Where and when was this announcement released?
I agree that it is strange to demand news from a biotech company every week or even every month. I also agree that bashing Vlad is unfair and counterproductive. He has to be supported and encouraged instead. This forum is a truly bizarre place indeed.