Member Info for HereforHemo

Stephen thanks for sharing. Moving forward albeit slowly.

Three weeks today would complete the first adult cohort. Three patients treated to date, three patients with absolutely zero side effects.

Completion of the first adult dose cohort, which received the lowest dose of HG-CT-1, represents a pivotal milestone in the Company's trial. If no dose-limiting toxicities are observed, Hemogenyx Pharmaceuticals will:

· Advance to the second adult dose cohort at twice the initial dose, and

· Initiate recruitment for the pediatric arm of the trial, addressing a critical unmet need in childhood AML.

The Phase I trial is a dose-escalation study designed to assess safety and collect data on key secondary endpoints, including anti-leukemic activity, overall survival, progression-free survival, and duration of response. The Company is pleased to report that the first two patients treated with HG-CT-1 remain alive at six months and three months post-treatment, respectively.

I wonder how many people realise that since it's inception Hemogenyx have already had a multi year collaboration with J&J, and with Eli Lilly who jointly enhanced HEMO's CDX bi-specific antibody.

The fact they have a strategic partnership with Prevail who paid a premium in two investment tranches at hundreds of percent above the current SP.

And they signed a Master Translational Agreement with the University of Pennsylvania, arguably the world leaders in CAR-T, to advance HG-CT-01 through to the clinic, with the Penn team led by Professor Carl H June who has over 60 scientific awards to his name including the Outstanding Achievement Award from the American Society of Gene and Cell Therapy.

In house Hemogenyx has individuals like Dr Koen van Besien Professor of Medicine and Director of Stem Cell transplants at Cornell College of Medicine as a medical advisor. As part of the Scientific Advisory team there is Dr Michael Shepard, who started the first successful gene therapy company and has developed various innovative gene therapy treatments sharing the Warren Alpert Prize from the Harvard Medical School and I must mention Hemogenyx's esteemed Chairman. Sir Marc Feldmann. Sir Marc is responsible for developing the worlds most successful drug, with Dr Shepherd also in the top five of developing drugs that are sold worldwide. Both Sir Marc and Dr Shepard have won the equivalent of the Nobel Prize awarded in the United States. Sir Marc has won numerous scientific awards including being the first recipient in biology and medicine of the EU/European Patent Inventor of the Year Award. Sir Marc has advised over 20 of the largest pharmaceutical and biotech companies in the world and mentored some of the world's most successful scientists.

So if you thought Vlad, an esteemed scientist in his own right, who has managed to develop a portfolio of product candidates on a small budget, whilst retaining 100% ownership of the intellectual property rights was working on his own, think again!

I believe Hemogenyx has the best team of scientists in any small cap in the world. As such, it's no surprise to me that HG-CT-01 is showing such remarkable results in the clinic.

The future looks very bright indeed.

Once again a good post from Haywain is driven down the board, so here ir is again:

When people say Hemogenyx is still “years away from any meaningful deal,” they’re ignoring the unique position r/r AML is in. Unlike lymphoma or ALL, where CAR-T already has several players, no CAR-T has ever succeeded in AML — which means the first therapy to show deep and durable remissions carries huge scarcity value. The prognosis for r/r AML is catastrophic, with median survival often just 2–4 months without a transplant, so even a handful of patients living well beyond that is a clear efficacy signal. That’s exactly what Hemo have already achieved, with one patient past 6 months and another at 3.5 months post-treatment, both without HSCT or follow-up therapy, and the FDA’s decision to extend into paediatrics after only two adult patients shows how strong the benefit–risk already looks.

Pharma doesn’t wait for Phase 3 in situations like this — the history of CAR-T shows big money deals being done early. Novartis licensed Kymriah after only around a dozen patients, Janssen partnered Legend early and Juno and Kite were both acquired in multibillion-dollar deals while still in early Phase 1/2. The reason is simple: the first mover in a new indication often takes the lion’s share of the market, and waiting risks losing the asset to a competitor.

In AML specifically, several big players are heavily exposed. Jazz depends on Vyxeos, BMS on Onureg, and both Astellas and Novartis have FLT3 inhibitors which could be rendered obsolete by a curative FLT3 CAR-T. If hemo continues to show durable complete remissions, companies like Jazz, BMS, Astellas, or Novartis can’t afford to sit back — the strategic risk of inaction is greater than the financial risk of moving early. That’s why this is not “years away.” If anything, it’s the kind of dataset that could trigger licensing discussions after the first cohort, with full acquisition firmly on the table as more patients confirm the trend.

I couldn’t believe that Mcap was correct but it is. What the hell are IRON doing working with such a company with so many allegations against them that are also suspended from https://pitchbook.com/profiles/company/165056-41#stock

Anyone wondering why our biggest investors are willing, if asked, to not only inject more working capital into Hemogenyx but to do so at a substantial premium?

These are high net worth individuals and you'd assume of high intellect. It's clear to me they have access to the BOD and therefore a very good understanding of what's developing here. People mention they'll get warrants, but that doesn't justify a premium.

Anyway my view of warrants differs from most in that I see it as a positive. Positive in that they won't sell their shares as they need the price to rise and positive in that if the options are taken it'll generate another £2 million pounds working capital for Hemogenyx.

So that's why I'm buying. Something is happening! Maybe a strategic partner, maybe just fantastic science or maybe they just see patient 3 as an inflection point. With these individuals I see Hemogenyx as now fully funded and if warrants are taken for at least a year. Certainly long enough for a major to step in with a JV, or a buy out of HG-CT-01 or because of the synergy with CDX, an outright purchase of Hemogenyx.

The financial uncertainty of Hemogenyx has been removed, at least in my opinion. Take the financial uncertainty away and couple it with a potential breakthrough treatment of r/r AML and additional product candidates in the wings..the risk vs reward is compelling.

All as always in my opinion.

For me patient three being treated was critical, not least because Hemogenyx had already manufactured HG-CT-01 specifically for them.

But more than that it started the clock ticking to a dose escalation on Patient four, as well as signalling the super important commencement of the recently FDA approved pediatric trial, which not only brings additional funding from our strategic partner Prevail but having I'm running in parallel to adults means from having just two patients last week, in a little over a month we'll have five.

Hemogenyx's patients are all critically ill with all treatment options exhausted and no hope of survival, apart from the next generation therapy HG-CT-01 from Hemogenyx. This Phase 1 trial has a maximum of 18 patients where a 30% favorable response would be deemed a success. To have both patient 1 and patient 2 showing absolutely no adverse effects from treatment and although no published efficacy other than 'promising signs', with one being alive after 3 months and the other being alive after 6 is a remarkable tribute to the science and scientists.

Vlad has been consistent in his views, Hemogenyx would not entertain serious meaningful discussions with majors until the dats on safety and efficacy was accumulated for 4 patients, allowing HG-CT-01 to be properly valued. With pediatrics now included personally believe that value will be in the billions of dollars.

Well patient 4 will be chosen and treated in a few short weeks. The inflection point is here!

Personally I'm buying and accumulating.

I completely agree. Should have taken advantage of their weakness and taken far more than 50%

Looks like people have been spooked with Sable getting suspended for not submitting their accounts on time. I understand they’ll submit them at the end of the month, then normality should return. The fundamentals remain positive here imo.

Aldebarron It would appear that some nut jobs are more equal than others.

No matter how self righteous some people are sometimes it pays to listen.

Aldebaron most sensible people would wait to see whether they were right or wrong before judging somebody’s entry price and labelling them a ‘nut job’.

You may just find I know far more about Hemogenyx and their trends than you’ll ever know. But, you stay on the sidelines, it’s far more fun to me that way.

Decided to buy back in today off the back of some very informative posts.

1. It would appear that the FDA has confirmed treatment can proceed and with HG-CT-01 for patient three. As the batch manufacturered is valid during August it's highly likely treatment of P3 is imminent.

2. Knowledgeable people state that success with P3 increases the statistical relevance twenty fold from P1 and P2.

3. So in around a months time HG-CT-1 should be highly visible to potential partners.

4. Furthermore I figure in a month Hemogenyx will have chosen Patient four which is more than likely going to be from pediatrics, opening a whole new market for HG-CT-1 making it a lot more valuable.

5. Burn rate has been slashed meaning less dilution and if comments are correct monies will be raised at a premium of today's price anyway.

6. Will Patient four be treated with the fully funded re-engineered GRex, highly likely and if so, even cheaper as well quicker to manufacture.

7..The issue of warrants, especially under £2 doesn't worry me in the slightest. The more than investors exercise them the better, I don't even care if they are all sold. What people fail to realise is that they'll generate another £1m+ working capital into Hemogenyx immediately giving another six months of runway.

8. Pediatrics and adults trials can be run in parallel and using GRex Hemogenyx will rapidly approach double figures in patients treated.

9. Who knows a strategic partner may buy into the company, they may even decide to outsource manufacturing completely and sub let their building to reduce their costs further or of course a major could step in and buy the product outright or indeed the company. Even a JV would add tremendous value to holders.

All in all I'm happy to enter at such a low price point. I see tremendous upside, certainly enough to outweigh any risk. I'll finish with the most compelling thing I read today:

"In this indication, you don’t need 30 patients to know you’re seeing something outside the normal clinical pattern — durable remission in even two late-stage r/r AML patients without HSCT is already statistically extraordinary, especially at the lowest CAR-T dose"

An excellent time to start producing:

After more than three months of calm, the global iron ore market confidently entered a growth trajectory in July. September futures on the Dalian Exchange rose 13.2% since the beginning of the month, exceeding $112/t, while August contracts in Singapore rose 10.6% to nearly $103/t. At the end of the week of July 18-25, the increase was 2.4% and 2.3%, respectively. The main drivers were expectations of government stimulus in China and the announcement of strategic infrastructure projects.

Iron ore prices have risen by more than 10% since the beginning of July

On July 18, the market faced the first wave of caution after the Chinese Ministry of Industry announced its intentions to reform a number of key industries, including steelmaking, with a focus on reducing obsolete capacity. This triggered a short-term correction in the spot and futures markets. However, even against the backdrop of such statements, iron ore remained supported by fundamental factors: high blast furnace utilization rates and low port inventories.

The key catalyst for the market was the Chinese prime minister’s announcement of the launch of a grandiose project to build a cascade of hydroelectric power plants on the Yarlung Tsangpo River with a total capacity of 60 million kW. The project involves investments of more than 1.2 trillion yuan and the creation of a new state-owned enterprise to implement it. The infrastructure sector immediately responded with a surge of optimism, which spilled over into the iron ore market: on July 21-22, prices rose by $3-4/t, and spot transaction volumes increased by hundreds of thousands of tons.

Starting on July 23, the market began to partially assess the rapid growth. Analysts’ statements about a possible speculative component in prices and uncertainty about the practical implementation of reforms in the steel sector led to a slight correction. Despite this, production indicators remained positive: CISA recorded growth in steel and pig iron production in mid-July, as well as a reduction in rebar inventories, indicating a revival in final demand.

The iron ore market continues to fluctuate between strong fundamental recovery and political uncertainty. Ahead of the Politburo meeting in Beijing, traders are cautious, taking profits and reassessing risks. However, consistently high steel production and the actual launch of major infrastructure projects are laying the groundwork for further price increases in August.

Xcode I agree. You only have to look at the initial projections of March and April. That being said, to be in production and running at 10% capacity is a milestone in itself and with a firm statement they’ll be increasing to full capacity ‘within’ two months looks to me they’ll increase production by around 10% every week. It’s highly probable they’ll be at 20% already and be running at full capacity sometime next month.

With a second larger ball mill to be procured and running in parallel to meet demand I can only see positives moving forward, especially with their largest growing export market for iron ore, Mozambique already being mentioned.

Bumpingalong having raised 900.000 and a new larger second ball mill to meet increased demand costing a maximum of 200,000 why would they require additional working capital, especially when they'll be running the existing plant at full capacity sometime next month, and obviously be generating revenue?

I note you're predicting this will be back in the 30's soon, good luck that. This is a share that's obviously not for you.

HG indeed, you'd expect an RNS will be out tomorrow.

It sounds like they were at 10% capacity last week and with the statement saying full capacity'within two months' you'd expect them to be operating at 50% capacity by the end of this month and 100% sometime next month.

Finally we have revenue and profitability with another larger ball mill still to be installed to expand capacity even further, all fully funded with a decent financial runway.

Looking good in my opinion.

Sable have issued their update:

Operational Update – Lapon Plant

Shareholders are advised that the Company's Lapon Plant is currently operational on a limited basis,

producing approximately 10% of its full production capacity. The Company expects the plant to ramp

up production progressively and anticipates achieving full operational capacity within the next two

months. Management continues to monitor plant performance closely to ensure optimal efficiency and

sustainability.

So mining has indeed commenced with full operational capability being reached around the end of September.

Excellent news with the second larger ball mill fully funded still to come.

Another false drop. Pretty sure we'll end up Blue again.

We know the formal start of mining commenced in early June.

We know they were looking to quickly ramp up production to 20,000 tons a month.

We know they were procuring a second larger ball mill due to demand exceeding their processing capability.

What we will hear very soon is details of large offtake deals, how much monthly revenue they are making and more importantly what profit and positive cash flow they are making.

It's a very strong hold and accumulate for me.

https://inspenet.com/en/noticias/first-blasting-at-lapon-mining-marks-the-start-of-open-pit-production/#:~:text=The%20start%20of%20open%20pit%20production%20by,located%20just%202%20kilometers%20from%20the%20pit.

No,Sable hasn't released any details although it was promised yesterday.

What does look interesting is that Spreadex may well have finished their selling of their hedge against the long positions. If so this could rise rapidly.