Member Info for HereforHemo

Worth a look if only to see the staggering amounts a global pharmaceutical company will pay to either develop or aquire a promising CAR-T therapy.

https://bioinformant.com/car-t-companies-the-meteoric-rise-of-cellular-immunotherapies/

Ag my understanding is they set up a SPV, a company between HE1 and the Tanzanian Government where the government get a minimum 16% stake in the development of the southern Rukwa Helium Project. HE1 would get tax relief on any capital expenditure during the first two years whereas if the government were to incur major infrastructure costs, such as road building, they would be entitled to increase the percentage of ownership to recover those costs.

Its best to listen Vlad. He clearly states Hemogenyx’s CAT is a 3rd generation product whereas all approved products are 2nd generation. Hemo CAR-T will have the same efficacy as those that are approved but will be safer. His words not mine. https://youtu.be/2NCmCONV5ns?si=sM0bQuDQxKCzJF0_

Whilst nobody is happy with Hemogenyx raising monies at current levels, surely if you are going to quote and in India's case ridicule an individual it's best to quote them accurately.

Whilst Peter is correctly quoted as saying they have no desire to, and don't want to raise money at this level you fall to mention he went on to caveat his comments with "unless in extremis", a Latin term which in our case basically means if you need money to progress the clinical trials and that's the current price, as painful as it is to shareholders that's what will need to be done. There's obviously an ongoing argument about the lack of PR but again that's double edged, more cost more benefit and do they need more cost at this moment in time?

I get the frustration, I'm less than happy with my track record here. BUT for me it's pointless looking back, especially when we're something like 10 trading days away from a real infection point. Patient one has come through the first two weeks without incident, Hemo CAR-T looks safe and with Patient two being prepared I believe there's a really good chance this therapy will work and save lives. And we'll get news on that in a matter of days.

If it's safe and it works as we all hope and expect it's worth hundreds of millions of dollars and the stagnant SP becomes a thing of the past.

Surely a little patience this month is not a lot to ask? I'm certainly going to wait, others are obviously free to do as they please.

HT I didn't actually. I was very transparent even with the price point I wanted to get back in, which substantially higher than the price I actually got.

I can't be bothered to look through my posting history but do remember I wished everyone luck if I'd missed the rise and couldn't get back in.. that's my recollection anyway.

It's fair to say most of us here, if not all are underwater. I finally bailed with heavy losses a while back but got back in on the recent drop.

Whilst I'm still well down I'm pleased with the entry point I now have and am greatly encouraged by the trial is progressing. I really don't care who participates in what as if Hemo CAR-T works as I expect it to, we all gain.

Punter from the interview it appeared to me they still hadn't chosen the company to do the CPR. I think from memory they were searching for experts in hydrology as it was a unique find in solution? I just made a guess on how long it would take and after getting my fingers burnt on over optimistic estimates when the ML was issued just took a conservative estimate on when thr CPR would be completed. If we get it earlier that would be great as you'll see from my previous posts, I think the reserves will be very large.

Punter I can't see the CPR being released that soon as I don't think they've even started it yet? End of Q2 would be my guess.

But, they don't need cash until after results of the first patient is out and the second patient is injected so you'd like to think they would wait and get monies at a higher price.

JHFH thanks for the clarification. I'm sure Haywain posted the same but it was a bit too scientific for me to understand lol.

Micky during the first 28 days extensive tests are carried out so ensure the safety of the treatment. The fact we're two weeks in and had no bad news is very promising. With the hospital already choosing patient two and Vlad readying manufacturing indicates all parties are happy and they'll infuse the second patient on day 29, the first day after the mandated 28 day interval.

Once they have infused 4 patients they'll start treatment every two weeks and Penn have also to join the trial and with Vlad getting up to the minute real-time data from Prevail, everything looks extremely promising.

And, if it is indeed promising we'll all make a very healthy profit, as without doubt a major will pay a lot of money to take this forward at a pace.

The SP today is irrelevant. Just wait for the data to be published, initially in two weeks for first patient.

3rd/4th time lucky? Anyone know where the money is coming from for the new regional exploration company?

https://www.mining.com/solgold-names-new-ceo-reshapes-strategy/

Micky If initial results are positive for the first 4 patients, where Hemogenyx can start treating patients every 2 weeks as opposed to 4, there's no reason why not. We'll know a hell of a lot more come the end of Q2.

While 2023 saw a resurgence in dealmaking, the CAR-T industry experienced a slowdown in mergers and acquisitions (M&A) in 2024, with only two deals completed. Although major M&A activity may not return in 2025, further deals are likely as large pharmaceutical companies look to deploy their cash reserves. Over the past decade, M&A deals have accounted for the largest share of CAR-T industry financing, totaling an impressive $97.4 billion.

In total, the CAR-T industry has raised more than $141.2 billion through various deal types, including IPOs, licensing deals, collaborations, and M&A transactions. It’s important to note that the values of 61 out of 91 licensing deals, 75 out of 110 collaboration deals, and 12 out of 29 M&A deals remain undisclosed. If we estimate the value of these undisclosed transactions, the overall total is likely to reach a staggering $281.7 billion.

Globally Approved CAR-T Therapies

Scientific progress within the field of cancer immunotherapy has led to 13 CAR-T cell therapy approvals globally. While Relma-cel, Yuanruida, Fucaso and Zevor-cel have been approved by NMPA in China, NexCAR19 and Qartemi have been approved in India. The remaining seven therapies were approved by the U.S. FDA, after which approvals for them were issued in other major healthcare markets as well. The 13 products include:

Kymriah (tisagenlecleucel) – US FDA

Yescarta (axicabtagene ciloleucel) – US FDA

Tecartus (brexucabtagene autoleucel) – US FDA

Breyanzi (lisocabtagene maraleucel) – US FDA

Abecma (idecabtagene vicleucel) – US FDA

Relma-cel (relmacabtagene autoleucel) – NMPA China

Carvykti (ciltacabtagene autoleucel) – US FDA

NexCAR19 (actalycabtagene autoleucel) – CDSCO India

Yuanruida (inaticabtagene autoleucel) – NMPA China

Qartemi (varnimcabtagene autoleucel) – CDSCO India

Aucatzyl (obecabtagene autoleucel) – US FDA

Fucaso (equecabtagene autoleucel) – NMPA China

Zevor-cel (zevorcabtagene autoleucel) – NMPA China

All 13 approved CAR-T cell therapies are currently used exclusively to treat blood cancers, which account for less than 5% of cancer patients worldwide. As of February 18, 2025, there are approximately 1,944 ongoing clinical trials (up from 1,881 trials in December 2024) focused on addressing both blood cancers and solid tumors. Of these, only 244 trials are targeting solid cancers. This increase in the number of clinical trials has been driven by the remarkable 90% remission rate achieved by most of the approved CAR-T therapies.

What we do know is that if CAR-T is proven to be an effective treatment against AML in this current trial, the market will be expanded through the forthcoming pediatric trial, for both AML and a subset of ALL. That alone would make HEMO-CAR-T highly valuable, certainly worth hundreds of millions of dollars if not over a billion dollars, as depending in how effective it is each treatment could cost between $400-500k a patient and you'd assume they would capture at least 20% of the market.

The only reason I think a takeover would be more likely than̈ a sale of CAR-T is that as people like Haywain has explained, CAR-T and CDX are similar is design and if someone bought CAR-T they'd more than likely have to purchase CDX as well, which I believe is even more valuable than CAR-T.

If my assumptions are correct surely you'd be in the realms where it would be more cost effective to make a multi billion dollar offer to purchase the company outright?

Early days I know but that's just my thoughts moving forward.

Think it's important for investors to remember that following the initial injection no news is very much good news. Nearly two weeks in and the hospital are happy enough to have identified and prepare patient two for treatment.

In a couple of weeks or so I think we'll get the initial findings on patient one and I expect them to be extremely positive, and if they are the SP will rerate accordingly.

Every day that passes and every patient injected moves us closer to a major pharmaceutical company becoming involved, be it o joint venture or most likely in my opinion an outright takeover of Hemogenyx. And that certainly won't be cheap.

A time for calm and a little more patience.

Micky they did quite a large discounted placing mid February which will affect sentiment but still good news for them none the less.

Well if people can't join the dots from Vlads last meme

"We're in business"

afer they have studied the real time data that's well into its second week, there's no hope for them.

This, in my opinion is way undervalued and will rerate substantially once the market hears about patient one, probably once we reach 28 days after injection. Don't forget, the hospital is already looking to get patient two injected, that alone should tell you they're happy.

As predicted all along. Let's hope the terms are acceptable to Helium One and we can get some resource estimates out sooner rather than later.

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