Member Info for Hikikomori

Just had a very quick read of today’s comments, complete waste of 5 minutes with the exception of a couple of posts.

Never really been a fan of filtering but probably will have to review that position as the board is currently flooded with idiots.

For those looking to get out, for your own sake - please take a break and come back in a few months rather than moaning on here all day.

You had chance to leave after the hold was lifted, you didn’t, so shut up and deal with it then leave the next time the price rises.

Not everyone that’s left here bought on a failed pump or spike as you claim Mr India.

Some of us just value the companies long term potential value way above 6p.

We can all be disappointed in the current SP, but not all of us have to come on here throwing our toys out the pram every five mins. Honestly, this sector is really not for you.

£1 party?

You were crying about missing the 6p party a couple of days ago

Here’s something that I don’t think has yet been discussed on here.

Looks like we finally have an updated website.

Enough people have asked, and now it’s here.

That’s progress, isn’t it?

https://hemogenyx.com/

Can you put £32k in an ISA in the same tax year?

Couple of decent buys this AM by the looks of it, so perhaps there’s still some life left in it yet.

It’s all old news unfortunately Chris, nothing much to discuss here beyond what’s already known and been said many times over.

Not much will happen now until we next hear from the company. Just have to be patient until then.

Other than Haywains posts there is nothing of any value to be read here at the moment.

There won’t be any kind of deal now until at least the early results are known in my opinion. If a deal was available before the placing then the company clearly thought it wasn’t a good one and are rolling the dice on getting good early indications of efficacy, which would provide a much better position to negotiate licensing from.

There may be a slight increase in the SP on news of the trials being announced, but I can’t see it having a huge effect to be completely honest. Can’t see much in the way of updates on CBR in the interim, as money needs to be intended for trials and all the news on that was released prior to placing.

That’s the risk with junior pharma i guess. If early patients respond well then you can expect a significant increase in the price, but if things go badly then it’s anyone’s guess where this falls to.

If the risk isn’t tolerable for you, perhaps it’s time to move on rather than just moaning on here all day.

I know that I am staying for the medium/long term, but everyone needs to make their own choice I guess.

Perhaps just give the board a miss and stick to the RNS’s if you find posters here suspicious.

Sounds like your average is fairly similar to mine to be honest. We can all look back and wish we had done things differently with the benefit of hindsight, but I am confident there will be other opportunities to get out with a healthy profit in the passage of time, it may even work in your favour to not have sold any, if early results go as hoped.

Come on then, speak up and let’s add a bit of fun to what is an otherwise dull and rainy day!

Yes, It’s a plausible scenario I suppose Haywain, but it’s disappointing none the less, as it leaves us vulnerable to easy attacks by those who wish suppress the SP, who need only to talk about cash flow in order to put off some potential investors.

Sadly, as Vlad will have to slow progress on CBR etc due to needing what cash we do have for trials, it’s hard to see where the next bit of positive news come from between now and (hopefully positive) early data from trials.

We are significantly undervalued, but It’s very much a long play for me so I am not particularly concerned on the day to day. However, I do feel some here need to manage their short term expectations, otherwise they are likely to become frustrated and completely lose faith.

We did see a rise on the last 3 RNS’s on the day they were released I believe, but sadly all were very short lived, particularly the CBR ones.

If I was Vlad and knew I was going to place at 2p just days later, I would have waited to release those two bits of news, may have helped stabilise the share price a little in the carnage that followed.

Not seen Stu post anything since the placing, but admittedly I could have missed it as I am not on here everyday as we are essentially just in an information vacuum right now, and there is little to gain in reading the board at the minute in all honesty.

Honestly, I think the share price rises on the morning of the RNS, and then that rise just sold into all afternoon, which is the normal pattern here.

Without additional funding being announced (which isn’t dilutive) or Hemo licensing something, I think the only thing that really gets this moving north is signs of efficacy in the early stage of trials.

Those are the only scenario’s which will realistically instil confidence in the market, simply due to the severely limited cash runway. I don’t think announcing dates of trials is really going to have much impact, but I would be happy to be proved wrong.

Don’t look like sells to me as all other sells today appear to have been at 1.75 or lower. You don’t get a premium for offloading chucks of that size, not in my experience anyway.

Hopefully this signals the beginning of a bit of confidence returning in the share from investors.

What is the current burn per month?

No way 3m gets us through 20 patients when you factor in BAU costs. Suggesting so is complete fantasy.

If trials do start in H2 (as the placing marketing allegedly stated), there’s a good chance we are virtually out of cash before the first patient.

I have great respect for you JHFH but sometimes you are just too optimistic.

Vlad needs to communicate better, today’s interview was not nearly enough to return confidence.

I don’t think this goes much lower personally, but I think a sharp reversal looks unlikely in the short term.

What I find odd though, is that Guinness throws out a number and says he thinks it goes lower and people accuse him/her of all sorts.

Mr India made the outrageous claim about an hour ago that Hemo were fully funded for trials and nobody says a thing.

Funded to get to trials and fully funded for trials are wildly different things.

Vlad is a scientist and should stick to the science.

Someone more competent in business should be dealing with that part of the business.

Ask yourself, if this goes well and negotiations begin around licensing for hundreds of millions or more, are you confident that Vlad is going to be person best placed to secure the best possible deal for shareholders?

Will his ego allow him to bring in someone else to lead those negotiations? Doubtful IMO

Well, if what he is saying offers no value, what is the point of the interview?

He is very stubborn and is completely unable to engage with shareholders in a constructive manner. He has also showed unwillingness to take very reasonable wishes of shareholders on board and act upon them, such as updating the website. His twitter antics of late are embarrassing and are damaging to the business, despite his claims it is a personal account and unrelated to Hemo. I sincerely hope he does not return to the platform.

That being said, I am not invested here for his personality, and I still have belief that this will come together and science will win the day, but the journey is at times excruciating.

Rant over.

Not sure I agree with the view it was a brilliant interview. Lacking in substance, felt slightly disingenuous, and was essentially a lot of patting himself on the back.

Brilliant scientist no doubt, and I agree he has achieved a lot with minimal capital, but the guys ego and inability to accept any kind of criticism is striking.

Nothing will change on that front so I guess we just have to hold our nose and accept we are stuck with him as the spokesperson.

Personally I’m quite satisfied to wait and see what develops, but I am also realistic. This is a high risk/high reward stock until it either proves up the science in people or until it receives significant funding via licensing something or gets a significant strategic investment, but let’s be completely honest, $830k from prevail is not going to cut it.

If you have a diversified portfolio of investments then the risks here are more than acceptable when balanced against the potential, but it’s not something you want to bet the farm on. Some people here seem destined to either become millionaires or are on a one way street to the poor house, so far as I can tell.

There are many haters of this company who frequent this board, and there are others who can’t accept the idea that this isn’t a slam dunk of an investment. Some balance wouldn’t go amiss, but neither would some better comms and an updated website from the company.

Even with the placing, $4m is not enough for the next year, including running trials. How much of that cash will be burnt through in the next ‘few’ months whilst we await the first patient?

More money is needed, that is obvious, and we are limited in what can be raised via further placings in the next year without either creating a prospectus or delisting from the main market.

The wording of the RNS suggested the placing was to allow the company to ‘progress to trials’, not specifically fund them. It is therefore not inconceivable that a deal with a partner may still be in the offing.

Some clarification from the company would be welcome, but don’t hold your breath. The science may be great but comms are distinctly lacking, and that is holding us back.