RE: Relax11 Mar 2023 01:37
JA Please allow me to interject and speculate with my thoughts on the SP. Ask yourself the following questions. 1. How much do you think the SP will rise to upon IND submission? Personally I think that’s an inflection point, when Hemogenyx have completed all their pre-clinical R&D work for their lead product candidate and when they’re a maximum of 30 days away from becoming a clinical company. So to me it’s a pretty major thing, so would a rise to a 4p base be unexpected? Not to me. Assuming I’m correct, once their are no FDA objections (which knowing how though Hemogenyx are I don’t expect there to be) ask yourself the question, 2. How much will the SP rise with an RNS outlining the roadmap for CAR-T clinical trials, especially if as expected a major global pharma is assisting them? Well my view is that they’re already collaborating with Penn, arguably the world leaders in commercialising CAR-T and IF indeed another major is in fact validating their therapy, it could rise again to what 6-8p quite easily. And what if after a month or two results are positive, 3. Ask yourself what could it rise to? 10, 12,15p? Bear in mind this therapy is over $400,000 a patient, if it works it’s worth hundreds of millions of dollars. 4. What if their partner buys it off them? 5. What if in parallel CBR is awarded the $4m bio defence grant later this month with automatic fast track into clinical trials? 6. What if their in vivo CBR results from their work in a US Government are positive, it really does kill all known viruses? Certainly seems like Hemogenyx are confident by looking to employ a very senior scientist to build upon the platform for not only viruses but cancer as well. 7. That’s without even mentioning their complementary candidates Hu-PHEC that has already been designated with orphan drug status and the bi-specific CDX antibody that has a master cell bank ready in conjunction with Selexis. So when JHFH says 10-15p, regardless of the mindless trolls who inhabit not just this but every BB, that’s very possible and some might say a very conservative estimate. However there is obviously the risk nothing works, that Hemogenyx have set up their own manufacturing facility for nothing, that the new CBR scientist, the new operations director, the new manufacturing director, the CAR scientists have all joined for nothing and they’ll all need to find new jobs. That Vlad has wasted a decade of his life, his personal crusade to cure AML patients is nothing more than a dream, that companies like Eli Lilly, J&J, Penn University, Selexis and WuXi were wasting their time having multi year collaborations with them. If you have any doubts about where Hemogenyx are going, get out and sell your shares. There’s risk as the trolls will highlight, please listen to them, some may even tell the truth in a post one day, but only once they’ve bought at the lowest possible price. I’d advise EVERYONE do your own research to find out yourself what HEMO could be worth,
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