RE: Down again12 Jul 2022 09:21
Thought I’d post this again as it was drowned out by some love island chat from two individuals.
I’d just say this to current holders and any new investors thinking of buying in for the first time.
Firstly, for those thinking there is not going to be any news from Hemogenyx for six months, that’s factually incorrect. What we do know from Vlad’s Webinar is that the Master Cell line work for their CDX Antibody in collaboration with Selexis will either be completed this month or next. This is important as a) it’s a major step forward in ensuring they have another candidate suitable for clinical trials b) there’s a fair chance that they’ll license it to someone to take it forward quickly c) if they don’t license it it’s probable there’s a collaboration with a partner and the chance of up front revenue. Secondly, we know Hemogenyx are working with an unnamed parter to prove CBR works in vitro, initially for the live virus of Covid. This work has been ongoing for a while now so it’s probable we’ll hear the results sooner rather than later. If the results are positive, it’s a potential paradigm shift in the treatment of all viral infections and a totally unique approach for the market. Again, successful results are very likely to have partners queuing up to either assist Hemogenyx taking it forward quickly or more likely to license it from Hemogenyx to take it forward themselves. As has been discussed, Hemogenyx might just license it for Covid and have the potential to license cures for other viral diseases to other partners, depending on how much someone is willing to pay for the technology. Lastly there is CAT-T, which we know is Hemogenyx main focus at the moment and Hemogenyx are doing everything possible to get their IND application completed in December. That being the case, it’s probable that if investors are waiting for this alone they’ll either be loading up in early December or maybe as soon as mid November. If it’s the latter then that’s barely over sixteen weeks away with updates on CDX and CBR to come beforehand. Add in potential partnerships, collaborations, licensing deals and non dilutive finance they’re working on, and the fact they are already fully funded for the next twelve months, I think the future is a lot rosier than some are making out. That’s why I bought more today anyway, and I’ll keep buying all the way down if holders don’t have the sticky fingers I have and it is a real pleasure taking them off you at these prices. Whatever you think of the above, DYOR and make your own decisions.