Member Info for HereforHemo

Haywain I believe Hemogenyx will finally be free to talk about this in greater detail in a matter of days, once the safety review board approves dose escalation.

Your explanation also fits with Vlads discussions in Estonia where he sees the only constraint being initial capacity.

Once that's addressed and the Master Service Agreement is signed , P4 is treated, P1 pediatrics is treated the value of Hemogenyx increases immeasurably.

And that's before they discuss the ramp-up of CBR to treat multiple cancers.

If ever you should be calm, confident and patient it's here. IMO.

“Have gigantic patent cliffs they need to address”

There’s not many better than Hemogenyx in my opinion.

Get ready to ride the next wave.

https://www.fiercebiotech.com/biotech/amid-dip-biotech-execs-share-silver-linings-tumultuous-environment

Barber this recent interview will bring you up to date. While I’d recommend you listen to all of it, recent developments on CBR are from 10.30 and they sound very exciting.

https://youtu.be/ujn9yuum8wM?si=Dn4kZvzvWyLCROPA

Shicky tidied it up a bit…

Less than two weeks from passing the median survival rate of all other treatments, on track to be known as a curative therapy.

Three weeks away from P2 passing six months with a high possibility of the FDA stepping in and designating HG-CT-1 as a breakthrough therapy, leading to a potential fast track through to Phase 3 or even commercial.

Approval imminent from the Data Safety Monitoring Board for dose escalation of P4.

Faster, more efficient and cost effective manufacturing using Grex and contract manufacturing with Made Scientific ready to go.

Master Service Agreement to be signed with Cellin for movement to first commercial revenue in Estonia.

ASH submission from MDA/Hemogenyx.

Movement on CBR with potential partnership not long after BMS pay $1.5bn for a similar platform.

The future looks very bright and promising to me.

Saint whilst I would agree I cannot see a situation where a company buys CAR-T without wanting CDX as well. In that scenario you’d expect the economics to favour an outright purchase of the company meaning CBR would go as well.

Peter Vlad has recently stated CBR work is progressing in parallel to the HG-CT-1 trial. Also he has stated his confidence that some sort of deal will be forthcoming, which I assume will be a JV, although the sale of the product would not be a complete surprise.

https://hemogenyx.com/technology/cbr-for-cancer/

If, as I expect, the patients treated remain alive then there is no reason the milestones I listed won’t occur. HG-CT-1 validation also de-disks CDX and by definition CBR.

So yes, I do believe with great confidence that the best case scenario will play out.

Could I be wrong? Of course. That’s why it’s my opinion. Nothing more, nothing less.

Let's assume, hypothetically, that the successful achievement of these milestones I listed leads to:

HG-CT-1 Valuation: Given the potential for a curative therapy in a multi-billion dollar market, and considering the de-risking events, HG-CT-1 alone could be valued in the range of $1 billion to $3 billion. This range accounts for the high unmet need, potential market share, and expedited regulatory pathway.

CBR Platform Valuation: Based on the BMS precedent, the CBR platform could be valued at $500 million to $1.5 billion in a partnership or acquisition scenario.

Other Assets (Grex, early commercial revenue): These would add incremental value, perhaps in the range of $50 million to $200 million.

Therefore, a combined enterprise value could potentially range from $1.55 billion to $4.7 billion.

And there is little to believe in my mind that the above scenario won’t happen and all within a few short weeks and months.

Two weeks from passing the median survival rate of all other treatments, on track to be known as a curative therapy.

Three weeks away from P2 passing six months with a high possibility of the FDA stepping in and designating HG-CT-1 as a breakthrough therapy, leading to a potential fast track through to Phase 3 or even commercial.

Approval imminent from the Data Safety Monitoring Board for dose escalation of P4.

Faster, more efficient and cost effective manufacturing using Grex and contract manufacturing with Made Scientific ready to go.

Master Service Agreement to be signed with Cellin for movement to first commercial revenue in Estonia.

ASH submission from MDA/Hemogenyx.

Movement on CBR with potential partnership not long after BMS pay $1.5bn for a similar platform.

The future looks very bright and promising to me.

Haywain, without doubt the poster who provides the most important information on here in an objective, balanced, informative and most importantly understandable way, so thank you.

I think what most fail to grasp with Hemogenyx is just how privileged and honoured we are that the company have partnered with world leading institutions such as Penn University and MD Anderson. People should step back and really give thought to working with THE leading institutions in their field and why they have chosen to work with Hemogenyx.

https://youtu.be/ctWVUqKsz0Y?si=oEm0kmTHks3DffZ_

To be clear there are NO warrants applied to the previous placing being discussed. I would urge all to read the relevant RNS. This is minimal dilution, very minimal.

https://www.lse.co.uk/rns/HEMO/issue-of-convertible-loan-notes-ag6zvfn73mt2axv.html

Of more importance is that Hemogenyx could have approximately $2.5m in the bank if they are taken.

Micky wheh a placing occurs warrants are allocated to the individuals that can be exercised at a certain date and this one states November. Around the 16th if memory serves.

Cyrox all I can say is everyone I talk to isn't that bothered about exercising their warrants, including myself. Personally I'll probably wait until next spring but there's no hurry because ever when I do exercise them I won't be selling them.

JHFH i would not even give them the satisfaction of a response. If they frighten any investor on here then more fool them. The sensible investors know any warrants will be quickly absorbed leaving Hemogenyx cash rich. Certainly enough to get them through to earning revenue in Estonia and most probably a lucrative deal with a major.

So far from any ‘death spiral’ especially as the price of warrants are fixed, what it really means to investors is no more placings.

There’s nothing that will keep the SP down, the investment case is just too compelling, imo anyway.

Digitt you are quite right that the individual I mentioned may indeed be treated with conventional therapies first. What I have been able to do is give the individual hope that even if relapsing it needn’t be a death sentence, as there will be a potential option available in HG-CT-01.

I can’t begin to know how he’s feeling but I think the best he can have at present is hope.

This company is not a plaything it’s helping terminally ill people stay alive. My son and all of his friends invested are here’s a message I’ve just received from him:

As if the world isn’t crazy enough

One of the mates who invested just told us he has a friend who went in for a routine checkup, got told a week later he has acute myeloid leukaemia and will be dead within a year

He’s just asked how he gets on a trial. Is it all US based at the moment?

I’m trying to get him across to Cellin in Estonia for treatment, but while I do, just remember that actions have consequences for real people trying to stay alive.

JHFH reviewing posting histories is an interesting and informative exercise. Some for example are negative and downright confrontational. Others can appear extremely knowledgeable and on the face of it positive, although beware of those that will always include a but..

Just an observation 😉

BBB

Deal maker they have through Dr Alan Walt’s, an advisor with vast BioPharma financial expertise.

Regulatory expertise they have through both Cellin Technologies in Estonia and Made Scientific in the USA. They also have a scientific advisor in Dr Shepard and Chairman Sir Marc Feldmann who were directly responsible for bringing two of the most successful selling drugs to market.

I’d Argue all they really need to add is a CFO.

https://madescientific.com/regulatory-consulting

*With a regulator ready to support next generation therapies"

https://www.gov.uk/government/news/uk-clinical-trial-approval-times-twice-as-fast-with-ai-and-reforms