Member Info for HereforHemo

PQ3 run 2-2.5p
IND application 2.5-3.5p
Clinical trials 3.5-5p

CDX agreement +20-30%
Successful CBR results +50%
Successful CBR grant application +50%

That’s my best guess anyway.

Certain people are falling to realise the landscape has changed for trading Hemogenyx. Whilst many have done well over the last few years it simply isn’t going to happen anymore as those that do sell will no longer have the opportunity to buy in lower to build profits again. With the final PQ run to be announced in around 20 trading days, the iND application shortly after and clinical trials to follow, plus CBR results and a CDX update anyone wanting to get back in will have to pay a premium. I think that’s guaranteed but I will emphasise it’s only my opinion..although I am usually right lol

Pumpky with CAR-T PQ3, IND and clinical trials to be announced along with a major CDX update, not to mention CBR live virus results and a possible $4m grant all in the quarter, I’m pretty sure you’ll be comfortably in profit in the next few weeks ahead. It’s time to look ar the glass being half full not half empty. Good luck.

The only true words Boris Johnson ever said ‘when the herd moves, it moves’. Not long now.

https://twitter.com/VoxPodcast/status/1610543542606393345?s=20&t=EBITPu9yKjEXgt3qi3wnDw

Well I did say I thought the PQ 2 run would be announced and that they were ahead of schedule for IND application. Think we’re pretty nailed on for clinical trials this quarter now. Happy days!

New Omicron variant about to sweep the world. 63% less likely any current vaccine will neutralise it, and it’s precisely the sort of virus that CBR was developed to combat. Live Covid test results are due out very soon and if positive I expect a rise similar to CAR-T going clinical. Could easily be a monster month for Hemogenyx!

https://edition.cnn.com/2023/01/03/health/covid-variant-xbb-explainer/index.html

Well done guys, already in profit lol. And for something that could double in price and still be cheap, in my opinion you’re made a very sensible investment.

Those selling at 1.33 will experience the same disappointment as those who sold at 1.20 in the run up to Christmas. Pretty sure successful PQ 2 results will be released in the next 5 trading days then it’s one step more before IND and Hemogenyx becoming a clinical company. Only one way this share goes in January..and that’s up. All in my opinion.

If the FDA raise no objections clinical trials can start 30 days from IND submission, earlier if the FDA allocate any fast track approval, which is perfectly possible with CAR-T applications.

JHFH please don’t ever bracket me alongside Mr India. I have NEVER said IND would be March with clinical trials in April. On the contrary I have always stated I think they are ahead of schedule and fully expect PQ2 and PQ3 to both be announced in January with IND application early February at latest and clinical trials for CAR-T to commence in Q1 (subject to them having identified relevant patients, which I’m sure they will have via the expertise of Penn). Despite my dislike of Vlad as a CEO (and I have outlined my reasons many times) I have never doubted his scientific genius hence why I have always continued to hold and accumulate shares over the years. For reasons you have outlined, ie this SP is not sustainable for Hemogenyx to raise additional funds in order to progress trials through the later stages and onto manufacturing and commercial use, I have little doubt CAR-T and Hemogenyx WILL become a clinical company and firmly believe it will be in Q1. This MUST imo lead to a substantial rerate in the SP as the product candidate becomes much more valuable than being purely R&D. Anything regarding CBR working on live viruses or the bio defense grant being awarded, or an agreement with a major pharma on taking CDX through to IND would be welcome and not unexpected bonuses. Through the history of owning this share I’ll never be a ‘fan’ of Vlads but I’ll always respect him as a pioneer of treatment for blood disorders and I’m extremely confident that personally I’ll make a lot of money in the process. I also firmly believe that finally this IS the year of not only the inflection point but multiple inflection points.

I think Walts left Hemogenyx sometime ago, last June I think. As far as I can see he didn’t contribute to anything.

Hemoknowledge that’s a stupid statement. No investor expects news every week. The reason people are annoyed with Vlad is he has constantly over promised and under delivered, stating as far back as 2016 that Hu-PHEC would be clinical by 2019 as would CDX, and that CAR-T would be clinical in 2020, 21, 22 and now in 2023. Add in a truly diabolical fundraising exercise with CLNs and a placement at least 6p lower than where it should have been, repeated comments three years ago that the SP was a ‘temporary blip’..basically anything he has said has been disingenuous at best and outright lies at worst. Pointless getting rid of him now, just got to hope he actually focuses on getting CAR-T through IND and into clinical trials, arguably a focus they should have had two to three years ago. He’s a great advocate of the science taking care of the SP. Let’s hope he actually delivers on something for a change.

All we can go on for CAR-T is what Vlad said in his interview to investors. He stated that they wanted to be certain it worked so would do extensive analytical work after the tests so each of the three tests would take a month. However we know the first test took under a month so therefore it’s a valid assumption that the mid February target for IND will be brought forward. It’s my belief that the 3rd and final test will be completed the first week of February if not the last week of January. Therefore with a maximum of 30 days between IND and the start of clinical trials I think it virtually certain clinical trials will commence in Q1, especially if the FDA fast track the application. So I expect both PQ2 and PQ3 to be announced in January. An interesting month ahead.

Pingu I said a while back that when Vlad tweeted ‘when results exceed all expectations’ I thought he was referring to CAR-T and I expected an RNS confirming PQ test results, and there was. I said people would regret selling at 1.2 and I’m sure they do. I said I expected a Christmas bounce and there was and now I say they’ll be an RNS early January announcing successful PQ2 results, and that’s just the start of things to come. Be careful of the trolls because they know **** all about what’s going on, they only post to cause you maximum pain and suffering. Scum of the earth in my opinion. Filter and ignore would be my advice. Onwards to the clinic.

In an ideal world, announcements to look forward to in Q1:

2nd successful PQ run for CAR-T.
Results that CBR successfully works on killing live viruses.
3rd successful PQ run for CAR-T.
CDX partner announced.
CAR-T FDA IND application.
Allocation of CBR $4m Biodefence grant.
Start of CAR-T Clinical Trials.

Whatever does occur I’m sure 2023 will provide at least one inflection point for the company. GLA!

As Vlad has always said ‘once people see know about the science the SP will follow. If the jungle drums can be believed Dhub, think we might get a couple of blue days and your Christmas bounce leading into Christmas. Merry Christmas all.

Whilst the video itself doesn’t signify PQ 2 is complete, if you take the time taken for the first test and assume the 2nd test was started upon completion of analytics, that would actually have completion by the end of this week. I think they’re ahead of schedule for IND submission. Obviously just my opinion.

https://twitter.com/HemogenyxPharma/status/1605613887486693383?s=20&t=kba-RerV51bP4RUCvz1MMA

Very informative post as always Chris. Many thanks.

Amongst the negativity here are my HEMO CAR-T thoughts:

CAR-T market $2bn 2022 and expected to exceed $6bn over the next 7 years. Peer level companies average valuation $110m.

•HEMO CAR~T Fully owned and patent protected. •Money in the bank to complete Phase 1/2a clinical trials.
•Multi year collaboration with PennU, arguably the world leaders in CAR-T. •Hemogenyx moved to a state of the art purpose built 10,000 square foot laboratory. •Two certified clean rooms to manufacture CAR in house. •Positive feedback from FDA.
•All tests to date have been successful. •1st PQ test successfully completed, two more runs required before IND, estimated completion early Feb 2023. •Human trials can commence 30 days after IND (subject to approval).

Some of the individuals involved: -Vlad Sandler CEO, Founder Hemogenyx
-Sir Marc Feldmann Chairman Hemogenyx and David Shepard, Scientific Adviser, both winners of the United States equivalent of the Nobel Prize for Science and directly responsible for two of the top five best selling drugs of all time.
-Dr Koen Van Besien Medical Director Hemogenyx, one of Americas top bone marrow transplant and oncology doctors and a leading expert in CAR-T therapy.
-Stuart Tinch, Director of quality Hemogenyx, with over 7 years of Good Manufacturing Practice (GMP) in charge of quality.
- The Penn team of scientists who were responsible for getting the first commercial CAR-T therapy to market.

Initial clinical trials to be conducted at Penn University Hospital and maybe one other.

In summary, funds allocated and available, facilities ready, best in class staff and relevant expertise in place and all being well, human trials set to commence end of Q1. Personally I’m excited and bullish.